🇲🇾 📒 Invoicing & bookkeeping (MyInvois)Illustrative example
Chase client tax documents on WhatsApp for an accounting firm
Illustrative example, not a reported result. Try it and submit your numbers.
Done withn8nn8n + WhatsApp + Claude
1The problem
Small accounting firms in Malaysia spend the e-filing season chasing clients for EA forms, receipts and bank statements one by one.
2Agent setup
A workflow sends each client a WhatsApp checklist, reads what they upload, ticks off what has arrived and sends polite reminders for what is missing; staff see one status sheet.
3Result
Illustrative example, not a reported result. Try it and submit your numbers.
4Copy-paste prompt
Here is a client's uploaded file list [paste]. Compare it with this checklist for an individual tax return [EA form, receipts by relief type, etc.], list what is missing, and draft a short WhatsApp reminder in BM and English.