Ar collections digest
Daily AR follow-ups — drafted chase emails, escalation candidates, and the AE owners who need to nudge stuck contracts.
Eluu — ar-collections-digest
Shown in preview
Runtime ~3 min per run
Tokens ~10K per run
Owner an AR colleague
Works with
Pick whichever tool your team already uses.
- Messaging
Slack
Teams
- Email
Gmail
Outlook
- Accounting
QuickBooks
Xero
NetSuite
What it does
AR follow-ups are urgent, repetitive, and easy to miss when finance is busy. This recipe runs daily — pulls the aging report, drafts polite chase emails for early-stage overdue, flags 60+ day invoices for AE escalation, and posts a digest so finance has one screen to act from.
How it works
- Pull aging. Every overdue invoice is pulled and bucketed (0-30 / 31-60 / 60+ days) with per-customer touch history.
- Draft chases. Polite chase drafts for 0-30 day, firmer follow-ups for 31-60, 60+ day flagged for AE escalation. All saved as Gmail drafts.
- Post digest. Daily digest lands in #finance-ar; AE owners get DM’d on 60+ day escalations.
Setup
- Connect an accounting tool (QuickBooks, Xero, or NetSuite).
- Connect an email account (Gmail or Outlook).
- Connect a messaging channel (Slack or Teams).
Variations
- Run a weekly leadership rollup of total AR exposure.
- Auto-create AE tasks for escalations rather than just DMing.
- Add customer-success outreach if the overdue customer is a strategic account.