Agent Workflows

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A/R Email Inbox Triage

Woodrow monitors your A/R inbox, categorizes incoming emails, pulls the relevant customer and invoice context from your ERP, and drafts responses for your team to review and send.

A/R Email Inbox Triage: Execution Plan

step 1

Monitor & Categorize

Watch the A/R inbox and sort every incoming email—payment inquiries, dispute notices, remittance confirmations—by type, customer, and priority.

step 2

Pull ERP Context

Look up the matching account and invoices in your ERP—balances, due dates, payment history, and open disputes—so every email has the context it needs.

Output

Draft Responses for Review

Compose a tailored reply with the right account detail attached, and route it to the A/R team to review, adjust, and send.

An A/R inbox that stays on top of itself

Woodrow connects to your inbox, ERP, and supporting systems to triage every incoming A/R email. It categorizes each message, pulls the relevant account and invoice context, and drafts a response, so your team can spend less time sorting and researching manually.

Docusign

+ Spreadsheets, shared drives, Slack, and any other tool your team uses.

Email categorization

Sort every incoming email by type—payment inquiry, dispute, remittance—and route it to the right queue automatically.

ERP context lookup

Pull the matching account, invoices, balances, and payment history from your ERP so every reply is grounded in real data.

Drafted responses

Generate a tailored reply for each email, ready for your A/R team to review, adjust, and send.

HOW WOODROW WORKS

Automate your processes with enterprise AI

Woodrow helps teams automate cross-system workflows with the accuracy, auditability, and controls enterprise work requires. Connect your systems, describe the process, and Woodrow runs the workflow while keeping every step visible and reviewable.

01

Describe your workflow

Tell Woodrow what you want to automate in natural language. AI maps the necessary steps, systems, rules, and review points, then builds the complete workflow for you.

02

AI works across your stack

As payroll volume grows, your team can handle more runs, more entities, and more complexity—without adding headcount.

03

Woodrow keeps the workflow current

As your process changes, Woodrow updates the steps behind the scenes so the workflow stays accurate without manual rebuilds or constant maintenance.

Auditable and secure

Woodrow is SOC 2 Type II certified. Every workflow runs with scoped permissions, clear review steps, and an audit trail of the actions taken. PII stays within your environment and is never used to train any model.

Learn more about security

Common questions

EXPLORE MORE WORKFLOWS

More ways to automate AP/AR

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Keep your aging or collections tracker current by pulling payment status, invoice updates, and customer communication history from the ERP and email—no manual data pulls.

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Payment remittance extraction

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Bulk invoice downloads

Download invoices in bulk from portals and systems, organize them by customer and period, and make them available for reconciliation or audit.

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