Scope change requests
“Flag it when a client asks for new work while their invoices sit unpaid.”
Saying yes to new work from a client who is not paying for the last batch is how agencies finance their own clients by accident. The person reading the request usually cannot see the invoice, so the flag has to come from something that sees both.
Works with either inbox; unpaid-invoice context is strongest with Odoo connected.
GmailYour Inbox · new insightWatching
Meridian asked for a scope addition by email while invoice 1042 sits 18 days overdue, $8,400. Flagged before anyone says yes.Evidence:
CITED, ALWAYS
CITED, ALWAYSUnder the hood
What it actually watches
Client email asking for additions, changes, or new work, held up against what the brain knows about their account: open invoices, current project load, recent history.
Make it yours
A template is a starting sentence
Edit the wording in the builder, or just tell Binee in chat. Two ways businesses bend this one:
“Flag scope requests on any account with an invoice more than 14 days overdue.”
“Post scope-change flags in the accounts channel instead of my Inbox.”