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Follow-ups & invoicing · 2 min read

The daily sweep — when follow-ups run

The quiet engine behind every automatic nudge.

All of Charlie’s proactive work — overdue-invoice reminders, quiet-quote follow-ups, cold-lead check-ins — runs on a daily sweep. Once a day, Charlie reviews your pipeline and does whatever the enabled skills call for.

Impatient? On the Skills page, "Run now" triggers the sweep immediately — handy right after you switch a skill on, so you can see exactly what Charlie does with it.

Charlie’s skills with the Run now button
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