Purpose
This journey follows Jobin (AR manager) at Acme Corporation — how he turns daily reactive follow-ups into a system where collection programs and Inbox handle routine outreach automatically, while he reserves judgment for the accounts that need it. Example: On Monday, Jobin (AR manager) opens the Customers table and triages five Risky accounts — Apex Solutions (credit risk), Mesa Valley Construction and Redwood Chemical Supply (broken payment promises), Orion Electric Supply (disputed pricing), and Sterling Logistics (contract dispute). He follows up on Mesa Valley Construction and Redwood Chemical Supply via Next Step, pauses automation on Orion Electric Supply and Sterling Logistics, and escalates Apex Solutions to Maria (VP Finance). Collection programs bulk-enroll the long tail into Acme Corporation’s baseline program (day 15 and 30) while Jobin (AR manager) keeps strategic accounts on the enterprise program (day 30, 45, 60).Two flows, one workflow
As an AR Manager, your journey is built around two complementary flows. Use Flow A when you’re working a specific account. Use Flow B to set up programs that handle the long tail automatically.| Flow | When to use | Result |
|---|---|---|
| A. Account → next step → email | You spotted an account that needs attention right now. | One account moved forward in under a minute. |
| B. Automated SOP with collection programs | You have a group of accounts that should follow the same SOP. | Dozens of accounts automated; you only review key accounts. |
On Flow B, routine touchpoints that don’t need judgment are handled automatically (AI handles end-to-end). Escalations and touchpoints set to Review land in the Inbox for review. Programs must be configured first — see One-time setup in Flow B before your first enrollment.
Flow A — Account → next step → email
Open the customer table
Navigate to Customers. Sort by AR balance, days past due, or risk signal — whichever lens you use to triage. Each row shows the customer’s open balance, oldest invoice age, and any active AI signals.
Hit Next step
Click into the account, then click Next step. Daylit reads the account’s invoice history, prior conversations, and risk signals to recommend the right action — typically a reminder email, a follow-up on a previous thread, or an escalation.
Review the AI-drafted email
The draft includes the recommended subject line, body, recipients, and any quoted invoice context. Read through it and adjust the tone if the customer relationship calls for it.
Flow B — Automated SOP with collection programs
Most teams run at least two programs:| Segment | Example touchpoint | When to use |
|---|---|---|
| Enterprise | Day 30, 45, 60 | Strategic accounts with longer payment terms or relationship-sensitive outreach |
| SMB / baseline | Day 15, 30 | Your default SOP for the majority of the portfolio |
One-time setup
Use this when a group of customers should follow the same standard operating procedure (e.g., “Net 30 dunning”, “High-value escalation”, “Pre-due reminder”). The program runs the SOP for you. You only review the accounts that need a human.Pick or Create your programs
Go to Settings → Collection program → Add new program. Create one program per SOP — for example, an enterprise program (day 30, 45, 60) and a baseline program for your default SOP (day 15, 30). For each program, define touchpoints (offset days, target level, delivery mode) and escalation triggers. See Collection programs for the full configuration reference.
Configure enrollment
Go to Settings → Collection programs → Enrollment to set how customers enter each program — manual bulk enrollment, per-customer assignment, or auto-enrollment rules when invoices hit an aging threshold. Filter to the accounts you want (e.g., 31–60 days past due, no active program), select them, and click Enroll. Pick the program and confirm. Going forward, new invoices and accounts that match the program’s auto-enrollment rules are added automatically.
Ongoing workflow
Enroll customers into the right program
From Settings → Collection programs → Enrollment, or from the customer table, assign customers to the program that matches their segment. Bulk-enroll a filtered group (e.g., all SMB accounts 15+ days past due with no active program) or move individual accounts when their tier changes.
Let the SOP run
Each enrolled customer follows their program’s touchpoint schedule automatically — first reminder, second reminder, escalation — using AI-drafted emails personalized per account. Routine messages send on schedule. You no longer need to send those one-off reminder emails manually.
Review only key accounts
Sensitive moments (high-value, escalation, dispute response) and touchpoints set to Review delivery mode land in the Inbox. Open it once or twice a day and clear only the items that need human judgment. Everything else runs end-to-end.
Programs respect your approval policy. If your team requires manual approval for emails over a balance threshold or for a specific tier of customer, those drafts land in the Inbox as Drafts instead of auto-sending.
Where this journey lives in the product
| Step | Page | Purpose |
|---|---|---|
| Triage accounts | Customers | The customer table — your scan-and-triage view. |
| Read signals | Signals & insights | Why an account is flagged. |
| Take next step | Action Center | Review and send AI-drafted actions. |
| Edit drafts | Email drafting | How drafts are generated and personalized. |
| Build SOPs | Sequences | The step-by-step outreach templates. |
| Automate at scale | Collection programs | Rules-based enrollment running your SOPs. |
What success looks like
- Time-to-next-step under 60 seconds. From opening an account to sending an email.
- Most outreach is on autopilot. A majority of your daily volume runs through programs without human review.
- Human time is concentrated on key accounts. Your inbox-zero moment happens by mid-morning, leaving room for the high-judgment accounts.
Where to go next
- Finance leadership tracking the same portfolio? Point them at the CFO journey.
- Looking for the fastest first-session wins? Start with Quick wins.
- Want to use natural language to triage? Try the chat agent — ask “What needs my attention today?” and it’ll surface the priority accounts.