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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.
On this page
Connector
Connect Rillet, pick your AI tool and paste the prompt.
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.
**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.
02
Read
It totals each customer's overdue Rillet invoices.
03
Match
It finds their Teamwork.com company and the time logged in that window.
04
Report
You get clients still receiving work, sorted by what they owe.
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.
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
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.
The outcome
Stop unpaid work before it piles up
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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