Collections Reminder Operator

Job description

Pulls AR aging from your ERP or billing system. Selects overdue items by policy, generates reminder content with balance and pay link, and sends via email or ticketing. Tracks opens and next step.

Systems it connects to

Operator capabilities

• Reads AR aging
• Applies reminder policy
• Generates content
• Sends reminders
• Tracks opens

Actions it can take

1. Pull AR aging
2. Apply reminder policy
3. Generate content and link
4. Send and log

Actions requiring approval

The following are queued for human approval before the operator executes.

• →Send first reminder
• →Escalation sequence

Boundaries — what it won't do

This operator does not perform the following automatically.

• Does not charge cards
• Does not apply payments
• Does not send legal notice

Trial outcome promise

Results in first 7 days

Typical outcomes from trial runs. Results depend on your volume and configuration.

Install flow

Four steps: company info, choose systems to connect, set responsible approver, start trial.

1. 1Enter company name and work email.
2. 2Select which systems this operator will connect to (e.g. CRM, inbox).
3. 3Define who approves actions that require a human check.
4. 4Start your 7-day trial. Configure and run from your dashboard.

FAQ

• What happens when the trial ends?

  You get a summary of what the operator did during the trial. If you subscribe, it continues with the same connections and settings. No data is deleted.

• Can I change systems or approvers during the trial?

  Yes. From your dashboard you can add or remove system connections and change the responsible approver at any time.

• What if the operator doesn't fit our workflow?

  Cancel before the trial ends—no charge. Your data is yours; we don't lock in your systems.