Press enter or space to select a node.You can then use the arrow keys to move the node around. Press delete to remove it and escape to cancel.
Press enter or space to select an edge. You can then press delete to remove it or escape to cancel.
About This Automation
Creditor correspondence logging is the manual process of receiving, reading, and recording creditor letters and emails into a central log. Manual entry is slow, error-prone, and creates duplicate records that delay action on urgent payment deadlines.
Automation extracts key details from incoming correspondence, checks for duplicates, logs entries instantly, and alerts the finance team to upcoming deadlines. the team focuses on strategy instead of data entry.
Key features:
Extract creditor name, amount owed, payment terms, and action deadlines automatically from incoming emails and letters
Check for duplicate entries in real time to prevent redundant logging
Log structured correspondence data directly into your tracking system without manual typing
Flag urgent items and action deadlines for immediate finance team review
Monitor payment deadlines weekly and surface overdue or at-risk items automatically
Maintain a searchable, audit-ready record of all creditor communications
Everything you need to know before mapping this process.
Automation compares incoming correspondence against your entire log using creditor name, date, and amount to detect duplicates across all email accounts and team members. Duplicate entries are flagged for review before logging.
Gmail
Google Sheets
Slack
Microsoft Outlook
HubSpot