Playbooks / Accounting / Client Intake
Document Chase
Polite escalating follow-ups for missing documents: friendly, then specific, then a call-suggestion. Tracks who responded and what remains.
How to run it
Open Accounting > Client Intake > Document Chase in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Document Chase workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Polite escalating follow-ups for missing documents: friendly, then specific, then a call-suggestion. Track who responded and what remains. Run until the file is complete. Approval before each send.
Put this workflow to work.
The Accounting agent ships with this one installed. Open the demo and ask it to run the Document Chase workflow on something of yours.