See the whole journey from signed deal to cleared payment on one map: who does what, what triggers the next step, where the handoffs are, and exactly where money currently gets stuck. Most billing problems are handoff problems, and they only become obvious once the whole path is visible.
The Simple Store Manager is a live Taskade Genesis app you can follow a path through on this page. It covers the order end of order to cash, which makes it a starting point rather than a finished map of your process. Follow a path, then click "Use this app" to clone and own a copy in about ten seconds and extend it across the delivery, invoicing, payment, and reconciliation steps below.
The build gives you a branching map of your actual process: deal signed, billing details collected, deposit invoiced, work delivered, invoice raised, reminder sent, payment received, payment matched, and each of the detours that happens in real life. The agent interrogates each step for the things that cause delay, a handoff with no owner, a step that depends on one person's memory, a stage with no trigger to start it, and marks where days are being lost. Naming the average delay per step turns a vague sense that billing is slow into a specific, fixable list.
Workspace DNA is the reason the map stays alive. Memory holds how the process has actually run, not how it was designed, including every exception anyone made. Intelligence, running on 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, compares intent with reality and points at the steps where the two diverge. Execution runs the mechanical parts so people spend their attention on the parts that need judgement.
The AI agents in the app carry 34 built-in tools, and multi-agent collaboration is particularly useful here, with different agents owning different stretches of the path: one collecting billing details, one preparing invoices, one chasing payment, one matching receipts. Persistent memory means each of them knows what the others have already done.
Teams that map this path usually find the same thing: nobody had a complete picture, and every person believed the delays were happening in somebody else's part. Making the whole route visible ends that argument in about ten minutes and turns it into a short list of specific fixes.
Read the map in whichever view fits:
- Mind Map view for the branching workflow itself
- Board view to track live orders through the stages
- Table view for step owners, triggers, and average duration
- List view for the written process anyone can follow
- Plus the rest of the 7 project views
Automations close the gaps the map reveals. A Taskade automation can trigger the invoice when delivery is confirmed, request billing details when a deal is signed, and alert an owner when a step sits idle longer than its target. Across 100+ bidirectional integrations, Stripe, Gmail, Google Sheets, and Slack all appear somewhere on the path, pulling events in and pushing actions out. See automation triggers and Workspace DNA, where Memory, Intelligence, and Execution keep the process improving instead of merely documented.
Clone it, invite everyone who touches the path from sale to cash, and the map is yours. Shared understanding of the process is worth more than any single automation on it.
A closing boundary: this maps and runs your commercial operations. The accounting entries, the statutory records, and the tax treatment sit with your accountant and the tools they use. Taskade Genesis is the layer that gets the work invoiced, chased, and paid, and it hands clean facts to everything downstream.
Explore complete operational systems in the Community Gallery, start your own at Taskade Genesis, or read invoice automation. Every step on the map has an app on this page, starting with Collect Client Billing Details Before You Invoice and ending with Reconcile Payments Against Invoices.
Frequently Asked Questions
Where do most businesses lose time in order to cash?
Between delivery and invoicing. Work finishes, everyone moves on, and the invoice goes out a fortnight later, which pushes payment out by the same fortnight. Mapping the trigger for that step usually pays for the exercise on its own.
How detailed should the map be?
Detailed enough that a new hire could follow it, and no more. Every step should have an owner and a trigger. Steps that exist only because they always have are worth questioning as you map them.
Can it show me where the delays actually are?
Yes, if you record when each step happens. Average duration per step turns opinion into data, and the two often disagree.
Should I automate everything on the map?
No. Automate the steps that are repetitive and rule-based, and keep the judgement steps human. Automating a bad process just produces bad outcomes faster.
How does this relate to the other apps here?
The map is the overview and the other prompts on this page are the individual stations on it. Build the map first if you are not sure where to start, then build the stations that hurt most.
Can I use it to onboard a new operations hire?
Yes, and it is one of the strongest uses. A new person can see the whole path in a few minutes instead of learning it in fragments over three months.
What does Workspace DNA add to this?
Memory holds the process and its history, Intelligence spots where it is failing, and Execution runs the steps that do not need a human. That loop is what makes the map a living system rather than a diagram that goes stale.
