Invoice follow-up to slow institutional buyers, request-for-quote and proposal follow-up, and proactive reorder prompts — run autonomously, escalated on exception.
Slow institutional payers stretch payment cycles for months.
Quotes die in inboxes with no follow-up.
Reorders are reactive, so recurring revenue leaks.
Example: a distributor recovers a large block of receivables in one quarter while cutting quote response from days to hours — every uncollected month is margin permanently lost.
The operator is scoped at the start. You sign off on its memory, its toolset, and the conditions under which it must stop and route to a person.
Slow institutional payers. Unfollowed quotes leaking margin. Runs payment reminders and quote follow-up autonomously.
Large receivables block recovered in Q1. Quote response: days → hours. Every open quote followed up.
Tone and cadence are tuned to each account; it is persistent, not abrasive.
It reads what it needs in a contained, properly configured setup. We map the integration in the blueprint first (NetSuite, SAP, or yours).
It escalates uncertainty to a human; you approve the bar before launch.