AI Billing and Case-Note Automation from Email and MeetingsAI Billing and Case-Note Automation from Email and Meetings
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AI Billing & Case-Note Automation from Email (TraceFlow) Support coordinators were losing billable hours because the work happened in email and meetings and never got recorded. I designed and built TraceFlow, a live SaaS that connects a coordinator's Google or Microsoft mailbox. It uses AI to draft case notes and capture billable activity from emails and calendar meetings, and prepares it for invoicing. It includes Stripe subscriptions with a 14-day free trial. Skills: Next.js, PostgreSQL, Claude API, Gmail API, Stripe, AI data extraction
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Kapil's avatar
I'd want each drafted case note to show the email or meeting it came from before anyone approves billing. How do you stop the same activity being counted twice when it appears in both an email thread and a calendar event?
Johnson's avatar
Turning email and calendar events into ready to invoice notes slashes the admin load. The free trial lets teams see the impact without upfront cost.
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