Khatabook(デジタル台帳)

Khatabook(デジタル台帳)⁠の自⁠動⁠化テ⁠ン⁠プ⁠レ⁠ー⁠ト

Khatabook(デジタル台帳)向けに、すぐに使えるワークフローを12件ご用意しています。どれもチームが毎週こなしている実際の業務を、いつものツールの中で処理します。よく使われるアプリは、Khatabook、Gmail、Google Sheetsです。

Khatabook(デジタル台帳)
すべてのカテゴリ
Automated Khatabook Credit vs Cash Report
Every Monday, WebRun totals last week's Khatabook entries into credit and cash, builds a comparison sheet, and stages the split as a draft voucher in Tally for your accountant.
Khatabook›Google Sheets›Tally
Automated Khatabook UPI Collection Link Reminders
Every morning, WebRun finds customers with udhaar due, generates a UPI collection link in Khatabook for each, and drafts a WhatsApp message with the link for you to send.
Khatabook›WhatsApp›Twilio
Automated Khatabook Udhaar Payment Reminders
Every morning, WebRun checks Khatabook for udhaar due soon, drafts a polite WhatsApp reminder for each customer, sends the small balances automatically, and leaves larger ones as a draft for you to review.
Khatabook›WhatsApp›Google Sheets
Automated Khatabook Repeat Customer Credit Check
The moment a repeat customer asks for more udhaar, WebRun checks their payment history in Khatabook, pings your own WhatsApp with a quick risk read, and emails you the full history.
Khatabook›WhatsApp›Gmail
Automated Khatabook Overdue Customer Follow-Ups
Every Monday, WebRun finds customers whose udhaar is more than 30 days overdue, drafts a firmer SMS follow up for each one, and emails you the full escalation list.
Khatabook›Twilio›Gmail
Automated Khatabook New Customer Ledger Setup
The moment a new customer's first entry lands in Khatabook, WebRun checks the details are complete and logs them to a master customer registry in Google Sheets.
Khatabook›Google Sheets
Automated Khatabook Month End Outstanding Report
On the last day of the month, WebRun totals every customer's outstanding udhaar in Khatabook, emails you the full list, and stages a closing entry in Tally.
Khatabook›Gmail›Tally
Automated Khatabook Low Stock Alerts
Every hour, WebRun checks your Khatabook inventory for items running low and pings your own WhatsApp with a reorder list before you run out.
Khatabook›WhatsApp
Automated Khatabook Expense Categorization
Throughout the day, WebRun reads each new expense entry in Khatabook, assigns it a category like rent, stock, or utilities, and stages it as a draft entry in Tally.
Khatabook›Tally
Automated Khatabook Daily Ledger Summary
Every night, WebRun reviews the day's entries in Khatabook, totals up credit given, cash received, and expenses, and emails you a clear summary before you close up.
Khatabook›Google Sheets›Gmail
Automated Khatabook Daily Cash Book Close
Every night, WebRun totals the day's cash entries in Khatabook, checks them against your opening balance, and emails you a clean cash book close before you lock up.
Khatabook›Gmail
Automated Khatabook Biggest Debtor Alerts
Every Monday, WebRun checks every customer's outstanding udhaar in Khatabook and texts your own phone through Twilio the moment one customer becomes your single largest balance.
Khatabook›Twilio

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