Tool/app that runs through the whole order/invoice process for a small business.
Generated Prompt
## APPLICATION OVERVIEW This web application is designed to automate the order and invoice process for small businesses. It will triage incoming emails to extract order information, create sales jobs, and automatically generate invoices, followed by a follow-up request for feedback. The tool aims to streamline operations, reduce manual entry, and enhance customer engagement. ## CORE FEATURES 1. **Email Integration**: Automatically triages the email inbox to extract relevant order details, such as customer information and order specifics. 2. **Sales Job Creation**: Takes extracted data and creates a sales job in the system for tracking and management. 3. **Invoice Generation**: Automatically generates invoices based on the sales job data, ensuring accuracy and consistency. 4. **Follow-Up Automation**: Sends follow-up emails to customers requesting feedback and reviews after the invoice is issued. 5. **Dashboard Overview**: Provides a visual dashboard for users to track orders, invoices, and customer feedback in one place. 6. **User Management**: Allows for user authentication and role management to secure access to sensitive order and customer data. ## DESIGN SPECIFICATIONS - **Visual Style**: minimalist - Clean, simple design with plenty of white space, minimal color palette, and focus on typography. - **Color Mode**: Light theme with dark text on light backgrounds. - **Primary Color**: #1978E5 (accent for buttons, links, highlights). - **Typography**: Use Inter from Google Fonts for headings, Inter for body text and UI elements. - **Border Radius**: 8px (moderately rounded) for buttons, cards, and inputs. - **Layout**: The main layout will consist of a header with navigation, a central dashboard area for displaying key metrics and actions, and side panels for detailed views of orders and invoices. ## TECHNICAL REQUIREMENTS - **Framework**: React with TypeScript. - **Styling**: Tailwind CSS. - **UI Components**: shadcn/ui. - **State Management**: Redux or Zustand for managing application state as needed. ## IMPLEMENTATION STEPS 1. **Set Up Project**: Initialize a new React project with TypeScript and install necessary dependencies (React, TypeScript, Tailwind CSS, shadcn/ui). 2. **Email Integration**: Implement a service to connect to the email inbox using an API (like Gmail API) to fetch and parse emails for order data. 3. **Create Sales Job Logic**: Build the backend functionality to create sales jobs in the database using the extracted data. 4. **Invoice Generation**: Develop a module to generate invoices based on sales job data, including formatting and data accuracy checks. 5. **Follow-Up Email Automation**: Create an automated email service to send follow-up requests after invoice issuance. 6. **User Dashboard**: Design and implement a user interface for the dashboard to visualize orders, invoices, and feedback. 7. **User Management**: Set up user authentication and role-based access control to protect sensitive data. ## USER EXPERIENCE Users will interact with the application through a clean dashboard that displays key metrics and actions. They will receive notifications for new orders and invoices, and can easily access detailed views for each order. Email triaging will be seamless, with automatic updates to the dashboard as orders progress through the workflow. Users will appreciate the simplicity and efficiency of the automated follow-up process, enhancing customer engagement and feedback collection. This application aims to provide a smooth user experience, focusing on minimizing manual input and maximizing automation for small business owners.
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