What The Counter Watches For — Every Card Type

Overview

The Counter’s What’s new feed is a smart briefing that watches your bakery around the clock and surfaces only what needs your attention. This page is the full catalog: every card type, grouped by what it’s about, with what triggers it and what to do next. Keep it handy as a reference — you don’t need to memorize any of it. Knead raises the right card at the right time.

The Counter's What's new feed showing briefing cards for orders, payments, and customer nudges

Good to know: On the Free plan the feed shows only the four essentials — new order, invoice overdue, production start, and payment received. The Trial, Starter, and Growth plans unlock the full set below, including the customer-growth nudges.

Order Lifecycle

These cards keep every order moving from first request to pickup.

Card	What triggers it	What to do
New order	A customer placed a new order through your order form.	Open it, review the details, and accept.
New inquiry	A new order-form inquiry came in (a request, not a firm order).	Reply, then quote or convert it to an order.
Unanswered inquiry	An inquiry has sat 48+ hours with no reply.	Follow up before you lose the lead.
Stale sent quote	A quote you sent has gone 48+ hours without a response.	Nudge the customer — the card notes whether they’ve viewed it.
Customer approved your quote 🎉	A customer accepted a quote you sent.	Turn it into an order and send the invoice.
Time to start baking	An order’s production day has arrived.	Start production. A Dismiss for today hides it until tomorrow if you still haven’t started.
Missed pickup	An order passed its pickup time and wasn’t collected.	Reach out to reschedule the handoff.
Stuck order	An order is awaiting action with no change for 7+ days.	Move it forward — invoice it, start it, or close it out.

Money Guardrails

These cards protect your cash flow so nothing slips through unpaid.

Card	What triggers it	What to do
Payment received 🎉	A customer paid an invoice or deposit.	Nothing needed — this one’s a win.
Invoice overdue	An invoice passed its due date without payment.	Follow up with the customer.
Auto-invoice failed	An automatic invoice couldn’t be created.	Create the invoice manually.
Stripe payout	A Stripe payout was initiated, paid, or failed.	Confirm it landed in your bank, or check Stripe if it failed.
Deposit uncollected	A deposit-required order is in production with nothing collected yet.	Collect the deposit before you get further in.
Unpaid before pickup	A balance is still due within 3 days of pickup.	Top priority — collect before the handoff.
Month-end receipt nudge	After the 26th, you’ve taken payments but logged fewer than 2 expenses this month.	Snap your receipts so your Schedule C stays accurate.

Pro tip: The month-end nudge is your reminder that every receipt you snap is a deduction. See Tracking Business Expenses.

Capacity

These cards help you say yes to the right amount of work.

Card	What triggers it	What to do
Capacity warning	A day is filling up — getting busy (70%), nearly full (90%), over 100%, or a date you’ve blocked.	Think carefully before accepting more for that day.
Monthly order limit	On the Free plan, you’ve reached your monthly limit of 5 orders.	Upgrade to keep taking orders this month.
Slow week ahead	It’s Thursday and next week is under about 40% full.	Run a promo or reach out to regulars to fill the gap.

Grow Your Business

These are your Kitchen Table nudges — gentle prompts to build relationships and bring customers back. Many open a pre-filled outreach message you can edit and send in seconds.

Card	What triggers it	What to do
New client added	You added a new client to your list.	Send a quick welcome.
Welcome to Knead 🎉	You’re just getting started.	Say hi — this one’s a warm welcome.
Follow up with a top customer	A customer has spent $500 or more with you in the last year.	Send the pre-filled thank-you.
Customer milestone 🎉	A customer just placed their 3rd, 5th, 10th, 25th, 50th, or 100th order.	Celebrate the milestone with them.
Win back a regular	A repeat client hasn’t ordered in 90+ days.	Reach out and remind them you’re here.
A seasonal regular is due	A customer ordered this same month last year.	Invite them back before the season passes.
Welcome them back	A first-time client, 2–14 days after their first order.	Send a thank-you and invite a second order.
Customer anniversary	It’s been a year since a customer’s first order.	Mark the anniversary with a note.
Ask for a referral	An engaged regular — 3+ orders and $300+ spent.	Ask them to refer a friend.

Ingredients

These cards keep your recipes profitable and your shelves stocked.

Card	What triggers it	What to do
Ingredient price changed	The cost of an ingredient in The Pantry moved.	Review the recipe margins that use it.
Low stock / out of stock	An ingredient dropped below its reorder threshold.	Restock before your next bake day.

Messages

These cards make sure no customer message goes cold.

Card	What triggers it	What to do
Unanswered message	A customer messaged you and it’s been over 24 hours with no reply.	Respond from the inbox.
Order intent detected	A message in your inbox reads like an order request — the card includes a live capacity read for the date.	Convert it to an order or quote.

Still need help? Contact us

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What The Counter Watches For — Every Card Type

Overview

Order Lifecycle

Money Guardrails

Capacity

Grow Your Business

Ingredients

Messages

​Overview

​Order Lifecycle

​Money Guardrails

​Capacity

​Grow Your Business

​Ingredients

​Messages

​Related Articles

Overview

Order Lifecycle

Money Guardrails

Capacity

Grow Your Business

Ingredients

Messages

Related Articles