Chase Desk
A debtor-chasing bot for Xero businesses: every weekday morning it ranks who owes you by risk, drafts the chases your rules allow, records promises to pay as dates, and hands disputes to a named person.
What it does
- Drafts the chases your rules allow, records promises to pay as dates
- Hands disputes to a named person
In the creator’s own words.
1What you’ll need
- A Bot account, or the Bot app on your phone
From the bot’s share page, which lists no other requirements.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Chase Desk’s share page with Open in Bot.
- Add Chase Desk in Bot.
- Start a chat with Chase Desk, then review what it produces and check any factual claims.
3Use it
Shared by Andrew Forkes. Open it in Bot to start using it.