How we automated a client's invoicing in 3 weeks
A logistics company was spending 2 days a month manually creating and sending invoices. We built an automation that does it in 4 minutes.
Othman Kaddach
Founder, Dakiy
Our client runs a logistics operation in Casablanca. 40–60 clients, monthly invoices, variable rates per client, PDF generation, email delivery, then a follow-up 7 days before due date.
Two full days of manual work every month. Without fail.
How the old process worked
Someone opened a spreadsheet, looked up each client's rate, calculated totals, opened a Word template, filled it in, exported to PDF, attached it to an email, sent it, and logged it in another tracker. Repeated 50 times.
The errors were manageable but present. A wrong rate here, a missed send there. Every month, something small went wrong.
What we built
We connected their existing Google Sheet (rates + client info) to a Make.com workflow:
1. On the 1st of each month, the automation pulls all active clients
2. Calculates totals based on volume data from the sheet
3. Generates a PDF invoice via an HTML template
4. Sends each invoice by email with the correct subject line and attachment
5. Logs the send and schedules a reminder sequence for unpaid invoices
Build time: 3 weeks, including one week of testing and edge-case handling.
The numbers
Before: ~16 hours of manual work per month
After: 4 minutes of automated processing, 20-minute human review
They now spend those 16 hours on actual logistics work. The automation has run for 6 months without a single missed invoice.
The lesson
Automating invoicing isn't hard. The hard part is usually getting the data into a clean enough state to automate. We spent most of the build time normalising their existing spreadsheet structure — not the automation itself.
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