AI Agents

Collection Attempt

Financial Services Processo de Contas a Receber

Start the collection process for invoices overdue by more than 5 days.

Collection Attempt

I am running the automatic sending of personalized emails and reminders, recording each contact attempt in the client's history.

I noticed that the financial email registered for 'Construtora Silva' is returning an error (Bounced), which prevented the delivery of the last three collection notifications.

I registered the delivery failure in the system and suggested a new contact date by phone. I have already searched for the contact information of the person responsible for Accounts Payable on the company's LinkedIn page to update their registration.

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What this Agent solves for you

What it does

It executes automatic notifications and guides the analyst in conducting the collection process.

Automated activities

Automatic sending of emails and reminders
Recording of attempted collections
Suggestion of a new contact date.

Agent Subfunction

Collection Attempt

Results and impact

95%

less time to process charges.

Your life gets faster with Pipefy AI Agents

95% faster

Traditional path

1–2 hours

With Pipefy AI Agent

2–5 minutes

Frequently Asked Questions about Pipefy AI Agents

Read frequently asked questions about Pipefy AI Agents.

What is the Collection Attempt and how does it work?

The Collection Attempt is a specialized AI Worker within Pipefy's Processo de Contas a Receber with AI solution. It executes operational steps autonomously — making decisions within its defined scope, triggering approvals, and maintaining full traceability of each action. Unlike spreadsheets and manual financial processes, it operates seamlessly integrated with the workflow, from start to finish, with native human oversight built in.

How much does it cost to use the Collection Attempt in Pipefy?

The cost of the Collection Attempt in Pipefy varies based on process volume, number of users, and the integrations required with your company's systems. Plans are scalable and adapt to operations of any size — from teams just getting started to large enterprise operations. Talk to our team to receive a personalized proposal.

What is the difference between the Collection Attempt and spreadsheets and manual financial processes?

While spreadsheets and manual financial processes rely on manual intervention at every step, the Collection Attempt executes tasks autonomously, records the reasoning behind each decision, and enables real-time oversight. This results in faster cycles, less rework, and 100% traceability of actions — without giving up human control where it matters most.

How do I choose the best automation agent for my company?

To choose the right automation agent, evaluate: ability to integrate with your current systems, governance and traceability of agent decisions, ease of configuration without relying on IT, and support for complex processes with exceptions. Also check the vendor's track record with clients in your industry and real implementation case studies.