What it does
An AI Employee follows up on failed or pending payments using your copy, sends a fresh link when you provide one, and stops when the payment posts or the customer needs a person.
AI Workforce / Finance
Finance
Payment Follow-Up
AFTER A FAILED OR PENDING PAYMENT
The problem
Failed payments and half-finished checkouts sit until someone notices. The customer often meant to finish.
Trigger
Starts after a failed or pending payment.
Tools and systems
Connections depend on your deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
- SMS
- CRM
- Zapier-connected tools
- Google Sheets
What it reads
- Messages in the connected inbox
- Inbound texts on connected numbers
- CRM records, notes, and fields you map
- Records passed through Zapier from tools in this deployment
- Rows and columns you map in Google Sheets
Actions it can take
- Reply or reach out on the connected channels you allow
- Create or update CRM records with the fields you map
- Read and update mapped spreadsheet rows
- Hand a next step to a Zapier-connected tool in this deployment
- Hand off to a person when the request is outside the playbook
Human controls
- You control retry count and channels.
- Card data is not handled by the AI Employee. It uses the payment tools you already have.
- Chargebacks and collections stay with finance.
Workflow steps
- 1A failed, expired, or promised payment is flagged in a connected tool or sheet.
- 2The AI Employee sends a factual follow-up.
- 3It can resend the method or link you provide.
- 4Success stops the sequence.
- 5Hard declines, fraud flags, and arguments go to a person.
Example use case
A deposit link expired over the weekend. Monday morning the customer gets an SMS with a new link from your payment tool. They pay. The CRM job moves from awaiting deposit to scheduled.
Often handled by your AI Operations Employee, as part of the broader AI Workforce.
How to customize
This job is configured around your knowledge, hours, approval rules, and the systems in this deployment. Connections depend on the deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
Related work
Document Processing
Reads invoices, applications, and contracts for the fields you care about, then routes the file and the extracted data.
Invoice Chaser
Sends polite, timed reminders on open invoices, answers copy-and-status questions, and hands disputes to a person.
Overdue Reminders
Notifies customers and internal owners when a due date has passed, with the next action already attached.
See What an AI Workforce Could Do for Your Business
Walk through the work your team is already doing, then see which jobs an AI Employee could take on.