All automations
Past due → Chased
Overdue invoice chasing
We build a sweep over your sales ledger that finds what is overdue and drafts the chaser — polite at seven days, firmer at thirty — in your wording, for review. A weekly aged-debt summary posts to the channel or the inbox that owns collections, so the conversation happens while the number is still small.
Built on requestIncluded from GrowthSharePointOutlookTeamsMicrosoft GraphLogic Apps
Trigger
An invoice on your ledger passes its due date
What we make happen
A drafted reminder reaches the owner at each stage, and an aged-debt summary posts every week
How we deliver it
- 1
We agree the stages, the wording at each one, and who releases a chaser before it goes.
- 2
We build the sweep on Azure, pointed at the ledger and the sending mailbox. Reading your sales ledger and posting the weekly aged-debt summary are the bespoke parts; the staged chasing itself runs on the deadline tracking we already operate.
- 3
Each chaser to a customer is drafted for review in your sending mailbox — a person releases it. Reminders to your own staff send directly, because chasing your own collections owner does not need a gatekeeper.
- 4
We tune the stages once there is evidence about which ones actually get paid.
Built for you, not running yet
This one is not yet running on our platform. We design and build it for your tenant as part of your plan: we scope it on a call, agree what it does and what it must not do, and give you a go-live date before any work starts.
This is a managed service, not off-the-shelf software. We build the Microsoft Graph and Azure implementation for your tenant during onboarding and run it against the permissions listed in our terms. Review recorded automated runs in your Microsoft 365 activity view. Coverage is partial, not a record of every access or a complete cross-product audit trail. See how it fits together.
Other automations
Invoice filing
Every invoice that hits your inbox is filed, logged, and summarised before you open it.
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New enquiries reach your team in minutes, with a drafted first reply ready to review and send.
Employee onboarding & offboarding
A new hire is ready on day one, and loses access just as cleanly when they leave.
Want this running on your inbox?
Choose a management plan to begin onboarding. We will review the fit and agree an estimated setup timeline based on scope, Microsoft licensing, admin access, and DNS readiness. This is not a guaranteed go-live date.
Choose a management plan