Templates
Start with a job that is already written.
Pick the problem that costs you the most time. Answer a few questions, check what Taskiem will do, and say yes.
Money owed to you
Stop chasing. Taskiem asks, politely, every time.
Record your bank's email alerts in a table
When your bank emails you an alert, keep it in a data table and tell you on WhatsApp.
Chase overdue invoices every day
Every morning, remind each customer who owes you money that is past its due date (invoices and debts written down in chat alike), every few days, in one message per customer, and tell you when one is still unpaid after the last reminder.
Weekly SMS reminders to customers who owe you
Every week, text each customer on your debtors sheet how much they still owe.
Weekly WhatsApp reminders to customers who owe you
Every week, send each customer on your debtors sheet an approved WhatsApp reminder.
Tell the owner about each payment received
When a customer pays, by a payment page or a transfer to their account number, tell the owner who paid and how much, with no spreadsheet.
Send the proprietor the daily close every morning
Every morning, close yesterday's books for the school and send the proprietor the close: money in on students, what matched by itself and what a person matched, what waits for a second person, what families say they paid, and anything that does not reconcile, each with where to fix it.
Remind families of school fees every week
On two chosen days each week, remind the families of students whose fees are past due, gently at first and more firmly as the weeks pass, skipping families who promised to pay or keep to a payment plan, and tell the bursar what went out.
Send the clearance lists the day before resumption
The day before the date you set, send the head teacher or exam officer each class's clearance list: who is cleared and who should see the bursar, with no figures, one message per class; then tell the bursar.
Bill the term's fees when the term starts
On the day you set (the start of term), invoice every enrolled student their term's fees exactly once and send each family its invoice with a link to its fees page, then tell the bursar what went out and who was left out.
Give each new student their own account number
Every 15 minutes, find the students who have no account number yet, issue each one their own number on the school's issuing connection, and send the family the number, the bank and a link to their fees page. Run it by hand for everyone when you first turn it on.
Tell families when their payment plan is decided
Every 15 minutes, find payment plan requests the school decided but the family was not told of, send each family the decision with the instalments and a fresh link to its fees page, once, and tell the bursar about any family that could not be reached.
Send the family a receipt for every school fees payment
The moment a payment is counted towards a student's school fees, however it came, send the family the receipt's number, the amount and the link that proves it, with a link to their fees page.
Tell the owner about each payment received
When a customer pays, by a payment page or a transfer to their account number, tell the owner and log it in a sheet.
Customers
Small messages that make people feel looked after.
Put people who opted in on a Brevo list
When a customer in your customers table agrees to marketing, add them to your Brevo newsletter list, once.
Mark Brevo unsubscribes in your table
When someone unsubscribes from your Brevo emails, their address bounces or they mark one as spam, update their row and stop marketing to them.
Welcome new customers from your customers table
When a customer is added to your customers table, text them a welcome message, with no spreadsheet.
Reply on Instagram when you are closed
When someone writes to your Instagram account outside your opening hours, reply once that day with a message you choose.
Tell me about new Instagram messages
When someone writes to your Instagram account, tell the owner or a team on WhatsApp, Telegram or email, once a day for each person.
Put people who opted in on a Mailchimp audience
When a customer in your customers table agrees to marketing, add them to your Mailchimp audience, once.
Mark Mailchimp unsubscribes in your table
When someone unsubscribes from your Mailchimp audience or their address is cleaned, update their row and stop marketing to them.
Reply on Messenger when you are closed
When someone writes to your Facebook Page outside your opening hours, reply once that day with a message you choose.
Tell me about new Messenger messages
When someone writes to your Facebook Page, tell the owner or a team on WhatsApp, Telegram or email, once a day for each person.
Welcome new customers by SMS
When a customer signs up, text them a welcome message and add them to your customer list.
WhatsApp receipt when a customer pays
When Paystack confirms a payment, send the customer your approved WhatsApp receipt template.
Thank-you SMS when a customer pays
When Paystack confirms a payment, text the customer a thank-you with the amount.
Mark bounced Resend emails in your table
When an email sent through Resend bounces or is marked as spam, note it on the customer's row and stop marketing to them.
WhatsApp message when a row is added in Xenibase
When a new row is added to a table in your Xenibase database (an order, a booking, a sign-up), send the phone number in it your approved WhatsApp template.
Sales
Know what came in without opening three apps.
Tell the owner about each new order
When your online shop sends a new order, tell the owner the order number, customer and total.
Bring in past OPay terminal payments
Ask OPay for a terminal's successful payments between two days (up to a week) and add them to the POS sales table.
Every night, check OPay for terminal payments the notifications missed
Late every night, ask OPay for each terminal's successful payments of the day and add any that are not in the POS sales table yet.
Record every OPay payment in the POS sales table
Every payment on your OPay business account, your POS terminals included, kept in your POS sales table with the fee and what was settled.
Record every Moniepoint POS sale in a table
Every time one of your Moniepoint terminals takes a payment, keep it in a data table: terminal, amount, kind, whether it was approved.
Record paid invoices in Zoho CRM
When an invoice is paid in full, keep the customer as a Zoho CRM contact and the invoice as a won deal.
Reports
The numbers, ready when you want them.
Daily sales summary to the owner
Every evening, add up today's sales from your sales sheet and send the total to the owner.
End-of-day POS cash-up
Check a terminal's day against the sales book: enter what the book says and hear the difference, with a record kept.
Evening POS summary to the owner
Every evening, add up today's Moniepoint POS sales from the POS sales table, per terminal, and tell the owner.
Evening OPay settlement check
Every evening, add up what OPay took today, the fees and what was settled to you, and tell the owner with the account balance.
Today's sales total from the sales you record
Every evening, add up the sales you recorded by chat or on the Stock page and send the owner the total.
Record every payment in a Google Sheet
When Paystack confirms a payment, add a row to your sales ledger sheet.
Weekly balances email to the owner
Every week, email the owner the balance of the payments account you connected.
Alerts
Hear about a problem first, with the reason.
Alert when a transfer fails or is reversed
When a payment you sent fails or comes back, tell the owner and email the accountant at once.
Low balance alert
Check your payments account's balance regularly and tell the owner when it drops below a level you set.
Tell the owner about big POS sales and payments that did not go through
The moment a Moniepoint terminal takes a sale above the amount you choose, or a payment is declined or reversed, tell the owner.
Post money received in Slack
When money comes in by link, transfer or a customer's account number, post who paid and how much in a Slack channel.
Post failed and returned payments in Slack
When a payment you sent fails or comes back, or one you received is returned, say so in a Slack channel at once.
Staff and salaries
Pay people on time, with your yes and your PIN.
Salary day reminder
A few days before salaries are due each month, remind the owner on WhatsApp or Telegram and the accountant by email.
Send payroll approvals on WhatsApp
When a payroll in Payrolla is ready for approval, send the approvers its total and the link to approve it, and remind them the day before payday.
Remind the payroll admin to lock the payroll
Every morning, remind the payroll admin about any approved payroll in Payrolla that is not locked yet as payday gets close.
Check the money is there before payday
Every morning, compare the payrolls Payrolla will pay soon with the balance of the account that funds them, and warn the owner if it is short.
Payroll summary from Payrolla
When Payrolla finishes paying a payroll, tell the owner how many were paid, the total, and who was not paid and why.
Record each Payrolla payroll in tables
When Payrolla finishes paying a payroll, add it and each person's payment to tables your accountant can read.
Alert when a Payrolla salary is returned
When the bank returns a salary Payrolla paid, tell the owner and the payroll admin who it was, how much, and why.
Tell each employee when Payrolla pays them
When Payrolla pays an employee, message them the amount on WhatsApp or by SMS, and send their payslip link.
Run payroll from any payments account
On payday, check your staff list and balance, get the payroll approved, pay everyone once through whichever payments account you connected, and keep a record.
Suppliers
Pay what you owe, once, after you approve.
Pay bills from linked suppliers after one approval
Every week on the day you choose, each bill from your suppliers on Taskiem is sent to be paid after one approval, up to an amount; bigger ones are held for you.
Linked trade: settle with approval
Settle a bill from a linked business on Taskiem from your own account, after one sign-off; their invoice is counted settled by itself.
Pay a supplier after approval
Enter a supplier invoice, get it approved, then pay it to the supplier's bank account and tell the owner the result.
Stock and reminders
Stock, reminders and the jobs nobody remembers.
Remind me every day
At the time you choose, Taskiem reminds you on WhatsApp or Telegram of what you asked it to.
Accept and dispatch linked customers' orders
An order from a customer linked to you on Taskiem is accepted and marked dispatched without a tap, up to an amount you set; the invoice follows your terms.
Low stock alert from your stock
Every morning, tell the owner which items are at or below their reorder level, with how many to order.
Reorder from your suppliers on Taskiem
Every morning, what is low is ordered from your linked suppliers at the prices on their lists, after one approval.
Order from your suppliers when stock is low
Every morning, draft an order to each supplier for their low items, and send it once you approve.
Weekly reminder to count your shelf
Once a week, remind the owner to count what is on the shelf, so missing stock is found early.
Low stock alert from your inventory sheet
Every morning, find items at or below their reorder level in your inventory sheet and tell the owner the list.
Tell me when a linked customer orders
When a business linked to you on Taskiem sends you an order, you hear at once, with what they ordered and the total.
Checks before onboarding
Check who someone is before you pay or lend.
Check a new customer's BVN before onboarding
When a customer applies, look up their BVN with Dojah; welcome them if the name matches, otherwise flag it to you.
Your page
Orders, bookings and questions from your page.
Storefront orders delivered by your riders
Each order from your storefront comes to you in WhatsApp or Telegram to accept or decline; once it is confirmed it is offered to your riders, and the rider's taps tell the customer and complete it.
Storefront bookings: confirm in chat, remind, mark attended
Each booking from your storefront comes to you in WhatsApp or Telegram to accept or decline (or is confirmed at once); the customer is texted, reminded a day and two hours before, and you mark whether they came.
Storefront call-backs: acknowledge and follow up
A call-back request from your storefront is acknowledged to the customer by text, and comes to you in chat to mark called back.
Classes: enrol, take instalments, remind, keep a waiting list
Each enrolment from a Classes front is confirmed once its first payment is made, with later instalments asked for on their dates and a reminder the day before the class; a full class keeps a waiting list you offer places from.
Storefront questions: acknowledge and follow up
A question from your storefront is acknowledged to the customer by text, and comes to you in chat to mark answered once you have replied.
Hire: accept, take the deposit, remind, mark returned
Each hire from a Hire front comes to you to accept or decline; the customer pays the deposit, is reminded on the day it is due back, and when you mark it returned any late fee and the balance are asked for.
Storefront orders: accept in chat, take payment, confirm
Each order from your storefront comes to you in WhatsApp or Telegram to accept or decline; the customer is texted, sent a payment link when they pay after you accept, and told when it is confirmed.
Quotes: price requests, take a deposit on acceptance, ask for the balance when ready
Each quote request from a Quotes front comes to you to price in chat; the customer accepts it on their page and pays a deposit, and when the work is ready they are asked for the balance.
Spaces: accept, take the deposit, ask for the balance, remind
Each booking of a hall or room from a Spaces front comes to you to accept or decline; the customer pays the deposit, is sent the balance, and is reminded the day before.
Tickets: send a code per seat, remind, check in at the door
Each paid ticket order from a Tickets front gets a code per seat by SMS, a reminder the day before the event, and is completed when the event starts; codes are checked in at the door from chat.
Approvals
Requests that wait for the right person's yes.
Leave requests from your staff, approved and answered on their phone
Staff ask for leave with a form; a manager approves; they hear the answer on WhatsApp, Telegram or by text.
Approve supplier invoices that arrive by email
When a supplier emails an invoice, keep the PDF and ask you to approve it.
Bookkeeping
Copy an invoice to the books
Record one of your invoices in your books (QuickBooks or Zoho Books), with its customer, once however often it runs.
Record invoice payments in the books
Each time money is counted towards one of your invoices, record the invoice and the payment in your books (QuickBooks or Zoho Books).
Record the school's daily takings in the books
Every evening, record the day's fees received, into account numbers and at the desk, as one sale in your books (QuickBooks or Zoho Books).
Invoices
Send, chase and close invoices without a spreadsheet.
Email a receipt through Resend
When an invoice is paid in full, email the customer a receipt from your own domain through Resend, once.
Post paid invoices in Slack
When an invoice is paid in full, post its number and amount in a Slack channel.
Email a receipt from your Zoho mailbox
When an invoice is paid in full, email the customer a thank-you receipt from your own Zoho Mail address.
Payments
Collect, pay out and refund, each exactly once.
Send a receipt when an invoice is paid
When an invoice of yours is paid in full, send the customer a thank-you receipt by SMS and email with the link to their paid invoice, and tell you.
Pay a list of people after approval
Pay everyone on a list (suppliers, refunds, prizes, commissions) once, after one approval, from whichever payments account you connected, and keep a record.
Pay your riders every week
Once a week, pay each of your riders their fees for the deliveries they made, less any cash they still owe you, after one approval.
Collect a payment with a link
Make a payment link for an order, send it to the customer, remind them once, and record the order as paid when the money arrives.
Refund a customer after approval
Look a customer's payment up, get the refund approved, refund it once, and tell the owner how it went.
Send an invoice and hear when it is paid
Make an invoice for a customer, send it by SMS and email with its page, and tell you when it is paid, or if it is still unpaid when you choose.
Give each customer their own account number
Open a bank account number for a customer to pay into, record it, and send it to them, so every transfer is known to be theirs.
Withdraw to my bank
Move money from your Taskiem wallet to your own bank account, after an approval, and tell the owner when the bank confirms.
Schools
School fees, from term bills to the gate list.
Post the school's daily close in Slack
Every evening, post the day's fees collected, what is unmatched and whether the day reconciles in a Slack channel.
Your job is not on the list?
Tell Taskiem in your own words. It will write the steps and read them back to you.