Help centre / Grow & automate

Action Centre

One ranked list of everything that needs you, each with a prepared next step.

Available on Pro and Agency

What it is

Noodle checks your invoices, proposals, projects, cash, team capacity and past clients, and lists what needs attention — most urgent first, then biggest money at stake. Each item can prepare a reminder, follow-up email or task that you edit and approve.

When to use it

  • First thing in the morning.
  • Whenever you have ten minutes and want the most valuable thing to do next.

How to do it

  1. Open Action Centre from the menu (under Noodle).
  2. Optional: type Money in the bank today and a warning level to get cash-dip alerts, and set your target project margin.
  3. Work from the top. Choose the green button (for example Prepare a reminder) to have Noodle prepare the step.
  4. Check and edit the wording on the approval card, then Approve — or Cancel.
  5. Not now? Choose Ignore for a week and it disappears for you only.

Good to know

  • Nothing is sent or changed until you approve it.
  • Invoice reminders always keep the exact amount owed and the payment link.
  • The bank balance and warning level stay on your device — HappyNoodle doesn't connect to your bank.

Still stuck? Read troubleshooting, or sign in and open Help & support.