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Use-case playbooksUpdated 7 Aug 20264 min

Automate the follow-ups (consent-safe)

A dunning ladder that nudges at 3, 7 and 14 days and stops on payment; workflow rules that fire once per event; sequences for the longer nurture — with consent deciding every send.

Business ownerSales rep

Chasing is a machine’s job. Set the ladder once and overdue invoices get a nudge at 3 days, a firmer one at 7 and a final notice at 14. It stops the moment the money lands and always respects consent and quiet hours.

  1. Turn on Automation

    Enable the module under Approvals & automation; the ready-made dunning ladder ships with it.

  2. Let workflow rules do the routine

    Pick an event (invoice raised, payment received, invoice overdue) and the actions to run. Each rule fires once per event, every run logged, so nothing double-sends.

  3. Sequence the longer nurture

    For leads that need warming, email sequences enrol and step automatically. Every send still passes the consent checkpoint.

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