ElectroNeek Bot Library

Payment reminders

Case for Automation

In a fast-moving business environment, every minute lost can cost you money. Hence, a basic operation such as issuing payment reminders can have a huge impact on your profit and loss, particularly for large companies with a high volume of transactions and accounts. Having your team members send payment reminders manually can cost up to 2 hours of their productive time weekly.

 

Bot Activities
  • Exports relevant customer details from accounting and sales systems 
  • Places customers’ email details in separate email bodies [ED25] 
  • Sends customized reminders to each customer
  • Sends notifications by email or messenger to the responsible manager when a reply is received
  • Sends notifications by email or messenger when an email is read
  • Creates consolidated reports on the reminders sent with relevant tags on status and payment
 
Automated software

MS Excel

MS Outlook

Sage

Salesforce

Slack

🚀 Author
  • Electroneek
📒 Bot Category
  • Finance and Accounting
💡 Tags
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