Documents – Routi

Recording Recap

jbiros — Wed, 14 Oct 2026 18:55:11 +0000

Gives each new recording its own folder, then saves the transcript and a summary with to-dos right beside it.

jbiros — Wed, 14 Oct 2026 18:55:10 +0000

Reads who each new invoice is for, then files it under Clients › that client › Invoices › month. Folders are created as needed.

jbiros — Wed, 14 Oct 2026 18:55:08 +0000

When you add a client folder, Routi creates Contracts and Invoices, drafts a welcome email and adds an onboarding checklist.

jbiros — Wed, 14 Oct 2026 18:55:01 +0000

Moves each receipt you download into Documents › Receipts › this month, like “2026-10”.

jbiros — Wed, 14 Oct 2026 16:04:54 +0000

Every Friday, combines the PDFs in your This Week folder into one file and files it in Archive.

jbiros — Wed, 14 Oct 2026 16:04:25 +0000

Transcribes each new recording, then writes a short summary and a to-do list.

jbiros — Wed, 14 Oct 2026 16:04:20 +0000

Reads each new CV against your job brief and adds a one-line fit to Applicants.csv. Edit the brief in the step.

jbiros — Wed, 14 Oct 2026 16:04:14 +0000

Makes a translated copy of each document you drop in the Translate folder. Change the language in the step.

jbiros — Wed, 14 Oct 2026 16:04:12 +0000

Types up photos of whiteboards and handwritten pages as tidy notes.

jbiros — Wed, 14 Oct 2026 16:04:08 +0000

Pulls the parties, amounts and start, renewal and cancel-by dates out of each new contract into a short note.