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Find overdue Rillet customers still active in Teamwork.com
Report
Cross-Connector

Spot overdue clients your team is still working for

For finance and delivery leads who want to see which Rillet customers with overdue invoices still have time logged in Teamwork.com.

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Find overdue Rillet customers still active in Teamwork.com
Which overdue Rillet customers have had work logged in Teamwork.com in the last 30 days?
6 overdue customers had time logged in the last 30 days. - Largest: Contoso, 21,500 USD overdue, 64 hours logged - Billable value at risk: 9,600 USD across the 6 - No recent time: 4 overdue customers Want the row for each client with the people involved?
Rillet
Sample figures. Your results come from your own account.
rillet-get-invoices
rillet-get-customers
teamwork-com-get-companies
rillet-get-customer-emails
teamwork-com-get-people
teamwork-com-get-projects
teamwork-com-get-time
teamwork-com-get-account

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Rillet

Rillet
Run it on your own Rillet data.

Connect Rillet, pick your AI tool and paste the prompt.

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The problem

Clients stop paying while the team keeps doing the work

A client can be months behind on Rillet invoices while your team keeps logging hours on their Teamwork.com projects. Finance and delivery rarely look at the same screen, so nobody notices until another month of work is on the balance.

Without PopdockAI

  • Run an overdue report in Rillet
  • Find each client's company in Teamwork.com
  • Pull time logged on their projects
  • Notice only when the balance has grown again

With PopdockAI

  • Overdue invoices totalled per customer with oldest due date
  • The Teamwork.com company and recent time found for each
  • Hours, billable value and people beside what they owe
  • Unmatched clients marked not found, nothing posted or changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** List customers with overdue receivables of at least `{min-overdue-amount}` (default 0) in Rillet whose Teamwork projects have logged time in the last `{lookback-days}` days (default 30), so the team can decide whether to keep working.

**Step 1: Find overdue customers in Rillet**

Call `rillet-get-invoices` (no filters) and keep invoices where `overdue` is true and `amount-due` is above zero. Total `amount-due` per `customer-id` and note the oldest `due-date`. Drop customers under `{min-overdue-amount}`. Call `rillet-get-customers` for their names and `payment-terms`.

**Step 2: Find their work in Teamwork**

For each customer, call `teamwork-get-companies` with `name.contains` set to the customer name (drop legal suffixes). If there is no match, fall back to email domain via `rillet-get-customer-emails` and `teamwork-get-people`. Call `teamwork-get-projects` with the `company-id`, then `teamwork-get-time` for each project with `time-logged.from` = today minus `{lookback-days}` days. Total hours and `billable-total`, and list the people logging time.

**Step 3: Report**

One row per customer with recent time, sorted by overdue amount: customer, overdue amount, oldest due date and days overdue, active projects, hours and billable value in the lookback window, people involved. Below it, list overdue customers with no recent Teamwork time in one line each. End with the total overdue and total billable value still being added to those accounts.

**Rules & Guidelines:**

* Tools starting teamwork- are on the teamwork MCP server; tools starting rillet- are on the rillet MCP server. If a tool from either server is unavailable, say which server is not connected and stop.
* This prompt is read-only. Do NOT call `rillet-add-invoice`, `rillet-update-invoice`, `rillet-add-customer`, `rillet-update-customer`, `rillet-add-credit-memo`, `teamwork-create-company`, `teamwork-update-company`, `teamwork-create-time-entry`, `teamwork-update-time-entry`, or any other tool on either server whose name starts with add, update, create, apply, set or record.
* Do not post messages or comments in Teamwork (`teamwork-create-message`, `teamwork-create-comment`). Recommend who to talk to; the user decides.
* Never convert between currencies. If Teamwork and Rillet amounts are in different currencies, report both side by side and say the comparison is not like for like. Teamwork's site currency is `currency-code` from `teamwork-get-account`.

**Validation:**

* If there are no overdue invoices, say so and stop.
* If a customer cannot be matched in Teamwork, list it as "no Teamwork company found" rather than "no recent work".

Who it's for

One answer, three teams that use it

Finance managers

Catch unpaid work early

See which overdue clients are still receiving hours, sorted by what they owe.

Which Rillet customers overdue by more than 5,000 had time logged in Teamwork.com this month?

Delivery managers

Know before you staff another sprint

Check whether a client is behind on payment before your team logs more time on their projects.

Is Contoso overdue in Rillet, and how many hours has the team logged for them in the last 30 days?

Agency owners

Protect cash on services work

One view of who owes you and who is still being served, so you can decide where to pause.

Show overdue Rillet clients still active in Teamwork.com, with billable value and who worked on them.

How it works

What PopdockAI does when you ask

You can set a minimum overdue amount and a look-back window, and your AI assistant lines up overdue balances with recent Teamwork.com time. It only reads, so you decide who to talk to.

01

Ask

You optionally set a minimum overdue amount and a lookback.

Your AI tool

02

Read

It totals each customer's overdue Rillet invoices.

rillet-get-invoices
rillet-get-customers

03

Match

It finds their Teamwork.com company and the time logged in that window.

teamwork-com-get-companies
teamwork-com-get-projects
teamwork-com-get-time

04

Report

You get clients still receiving work, sorted by what they owe.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Rillet and one secure connection to your AI tool. No code, no exports.

get-data

rillet-get-invoices

Returns customer invoices (number, customer, dates, status, totals, amount due) from Rillet.
get-data

rillet-get-customers

Returns customers (name, address, payment terms, invoicing settings) from Rillet.
get-data

teamwork-com-get-companies

Returns client and owner companies from Teamwork.com with contact details and project counts. Filter by country code, industry, company ID, status, city, name and state.
get-data

rillet-get-customer-emails

Returns customer email addresses with their type and the customer's location from Rillet.
get-data

teamwork-com-get-people

Returns people (users) from Teamwork.com with their company, role, rates and contact details. Filter by email, type, name, company ID, person ID, last name, role name and company name.
get-data

teamwork-com-get-projects

Returns Teamwork.com projects with status, company, owner, category and dates. Filter by name, member user ID, project ID, start date, category name, end date, company ID, status and company name.
get-data

teamwork-com-get-time

Returns time log entries from Teamwork.com with the person, project, task, minutes and billable amounts. Filter by time logged, minutes, project ID, user ID, user name, billable and task ID.
get-data

teamwork-com-get-account

Returns the Teamwork.com site account details: plan, billing status, owner and currency.
Read only.Nothing in Rillet Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Stop unpaid work before it piles up

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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