Get PaidYou may know it as accounts receivable
Promise-to-pay capture and follow-up
Pick up promises to pay from call notes and customer e-mails, record the amount and date against the account, and prompt follow-up when the promised payment does not arrive.
What to expect: ideas for what could change, what you need first, and how to test whether it helps. Nothing here is a measured result.
- Impact: Medium
- Ease: High
- Prep: Light
Indicative rating based on the workflow described. Your readiness and implementation effort may differ.
Evidence status: Editorial / indicative assessment
What it does
This step still relies on manual effort, which holds back: Promise-to-pay kept rate; Days from broken promise to follow-up.
Who does what
AI prepares the work and suggests the answer. A person decides each one.
What it could move, and how you would check
Of the five measures below, this use case may help three. These are expected effects to test against your own baseline, not measured results. The last column says how to check each one.
| Fact | Expected effect | Why |
|---|---|---|
| Process steps | Not directly addressed | This use case does not directly change the number of steps. |
| Cycle time | Possible downstream benefit | Work may wait less between tasks, so items can finish sooner. |
| Exception loops | Possible downstream benefit | Fewer items may go back for rework. |
| First-time-right rate | Potential direct benefit | More items may be right the first time, with no one fixing or chasing them. |
| Cost per invoice | Not directly addressed | This use case does not directly change the cost of each item. |
What you need first
This is an illustrative improvement approach, not a final solution design. The workflow, level of automation, integrations, and review requirements will depend on your existing tools, available capabilities, data quality, company policies, and team needs. Confirm these during discovery and a controlled pilot before implementation.
Ease of getting started: High. Suitable tools exist, and most of the setup work is light.
- Call notes and e-mails stored in one place
- Cash application up to date
- Collector confirms each captured promise
- Broken promises escalated by rule
Evidence to keep
- Promise log with source
- Follow-up records for broken promises
What can go wrong, and how a pilot would show it
- Promises recorded wrongly, leaving accounts uncontacted
- Partial payments treated as kept promises
Your next step
Agree a standard format for recording promises to pay. Enable capture suggestions from notes and e-mails; the collector confirms.
The pilot steps are under "See how to test it" in the Ways to start panel. Paid support is optional: use Get implementation support if you want help.