Explore Thoughtful+ Free

Unlock all blogs, whitepapers, case studies, webinars, and more!

Smart Bot

All Bots

CW

Credit Workflow

This bot cycles through entire Credit workflow and performs tasks based on status in Credit Dashboard.

Industry:

Accounting

Finance

All Industries

Credit & Collections

Function:

Accounts Receivable

Steps

  1. Login to Credit Workflow Dashboard on Google Sheets.
  2. Get the current status of each application.
  3. For each status, launch related status workflow.
  4. Move to next status where applicable.
  5. Update Exceptions and Results log.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

Share

CW

Book a demo of this bot

A no obligation way to understand how automation can increase efficiency, productivity, and accuracy.

Related