Introducing Playbooks: A Workflow System For Intelligent Collections

Today we are giving every business enterprise-grade accounts receivables superpowers. 

Playbooks is a system that reasons, not just reminds. 

Why build Playbooks: 

Finance, biz-ops and post-sales teams should not be spending time chasing customers. We’ve made peace with the fact that the current AR process is broken. There are multiple issues here: 

• Context switching between tools (slack, gmail, quickbooks, google sheets)
• Breaking flow from deep work
• Sending reminders because the average dunning email is ignored 

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But agentic collections are not enough. 

Every customer relationship is different. Some need white-glove treatment and others a nudge. Some require an escalation to a specific customer success person or sales rep because of what they said in another email thread. Others require a shift in tone based on their payment terms. Others want to be notified only in slack. 

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That’s why we built playbooks - giving every business a customizable collection workflow. 

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What can you do with Playbooks: 

• Create triggers and workflows specific to a customer segment (tone shift, conditions, escalations to sales/customer support)
• Auto-resolve AP questions with context from relevant email threads 
• Pause automatically when product questions or upsells opportunities come up 
• Use proven workflows recommended by our team (for now) 

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This is day 1 for Playbooks.

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We have a # of updates in development to further improve the system and we are excited to share them with you. 

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To learn more, book a demo by following this link. 

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