- Signal
- A project task is complete but the completion record or invoice is missing.
- Agent work
- Collects hours, deliverables and contract evidence.
- Human decision
- The project owner confirms scope; finance approves sending.
- Check
- Shows the amount moving from complete to invoiced and paid.
Primal for Professional services
Completed work reaches invoice and payment
Find closed work without a completion record or invoice, prepare the package and check that it is paid.
Agent workflow
From evidence to completed work — with the decision owner in the loop.
Working context
Systems connected to the workflow
Linear or AsanaAttio or HubSpotQuickBooks or XeroStripe
Test this workflow on your data
We will define the source records, permission boundary and the proof of a useful outcome before the work starts.