> ## Documentation Index
> Fetch the complete documentation index at: https://help.daylit.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Wins: Prove value in your first session

> Fast, high-impact actions any AR or finance user can run on day one to feel the value of Daylit AR Agent.

## Purpose

This page gives you a short list of high-leverage actions that produce visible AR results in your first session — so you can show your team value on day one without reading every doc page first.

For **Jobin (AR manager)** at **Acme Corporation**, producing a high-quality account update often means **hours of manual work** — pulling invoice balances from ERP system, reconstructing email threads, and drafting follow-ups from scratch.

**Daylit removes that assembly work.** **Jobin (AR manager)** opens any customer — for example Mesa Valley Construction — and the context is already there: invoices and payment history **live-synced** from the accounting system, communication history in one thread, and a **rendered follow-up email** pre-filled for that account. **Review and send** — no copy-pasting, and no second-guessing whether the invoice data is current.

Use these quick wins as your entry point into the platform. Each one is chosen to help you collect cash faster, get more replies from customers, and spend less time on manual follow-up.

## Six quick wins

<CardGroup cols={2}>
  <Card title="See your portfolio live" icon="chart-line" href="/dashboard/overview">
    Open the dashboard and confirm aging buckets, total open balance, and AI-flagged risk accounts match your expectations.
  </Card>

  <Card title="Bulk-approve a day's dunning" icon="envelope-circle-check" href="/collections/action-center">
    Open **Inbox**, select the proposed reminder emails, and bulk-approve in one pass.
  </Card>

  <Card title="Send your first AI-drafted email" icon="wand-magic-sparkles" href="/collections/email-drafting">
    Pick one high-risk account, review the AI-drafted message, edit the tone, and send.
  </Card>

  <Card title="Enroll top overdue accounts" icon="layer-group" href="/collections/collection-programs">
    Drop your top 10–20 overdue customers into a collection program that runs your SOP automatically.
  </Card>

  <Card title="Pull a CFO-ready risk summary" icon="binoculars" href="/customers/signals-insights">
    Filter customers by risk signal and AR balance — share the list as your weekly risk readout.
  </Card>

  <Card title="Ask the AI agent a question" icon="microphone" href="/ai/chat-agent">
    Try "Which customers are more than 60 days overdue?" or "Draft a payment reminder for Mesa Valley Construction."
  </Card>
</CardGroup>

## What it should look like after Week One

| Outcome                      | Signal                                                                 |
| ---------------------------- | ---------------------------------------------------------------------- |
| Inbox is your daily workflow | You start the day in **Inbox** → **Review**, not Excel.                |
| First sequence is live       | At least one collection program is enrolling customers automatically.  |
| Top accounts have an owner   | Every 60+ day overdue account has a status, note, or active sequence.  |
| CFO has a recurring view     | A weekly risk summary or saved view is shared with finance leadership. |

## Where to go next

* New AR managers — follow the [AR Manager journey](/journeys/ar-manager) for the full daily and weekly workflow.
* Finance leaders — follow the [CFO journey](/journeys/cfo) for the metrics, risk, and conversation triage flow.
* Want to go deeper on setup? Run through the [Quickstart](/quickstart).