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Flag Teamwork.com project risks for overdue Intacct invoices
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Cross-Connector

Warn project teams when a client is behind on Intacct invoices

For finance and delivery leads who want an overdue Sage Intacct balance raised as a risk on the client's Teamwork.com projects by their AI assistant.

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Flag Teamwork.com project risks for overdue Intacct invoices
Fabrikam is behind on payments. Flag it as a risk on their Teamwork.com projects if anything is over 60 days overdue.
Fabrikam has 14,200.00 more than 60 days overdue in Sage Intacct, oldest due 3 July. - Risk text: Client has 14,200.00 overdue for more than 60 days - Projects: Fabrikam ERP rollout and Fabrikam support retainer - Skipped: Fabrikam audit already has an open overdue risk Shall I add this risk to the 2 projects?
Teamwork.com
Sample figures. Your results come from your own account.
sage-intacct-get-customer
sage-intacct-get-invoice
teamwork-com-get-companies
teamwork-com-get-projects
teamwork-com-get-risks
teamwork-com-create-risk

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Teamwork.com

Teamwork.com
Run it on your own Teamwork.com data.

Connect Teamwork.com, pick your AI tool and paste the prompt.

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The problem

Teams keep working for clients who have stopped paying

Overdue balances sit in Sage Intacct while project teams live in Teamwork.com, so billable work carries on for clients months behind. By the time someone raises it, more unbilled work has piled up.

Without PopdockAI

  • Run an aging report in Sage Intacct
  • Find the client's active projects in Teamwork.com
  • Check whether a risk was already raised
  • Tell each team by email and hope it is seen

With PopdockAI

  • Past-due invoices are totalled with the oldest due date
  • Active projects are found, skipping those with an open overdue risk
  • You approve the risk text before anything is added
  • Risks mention only the total, never invoice numbers

The prompt

Use this prompt

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

Prompt
**Objective:** Check whether client `{customer-name}` has Intacct invoices more than `{days-overdue}` days overdue (default 60), and if so add a cost risk to each of their active Teamwork projects, after the user confirms.

**Step 1: Check the overdue balance in Intacct**

Call `intacct-get-customer` with `customer-name.contains` set to `{customer-name}`. If more than one matches, list them and stop. Call `intacct-get-invoice` with the `customer-id`, `total-due.min` = 0.01 and `due-date.to` set to today minus `{days-overdue}` days. If nothing comes back, say the client has nothing that overdue and stop. Otherwise total `total-due` and note the oldest `due-date`.

**Step 2: Find the client's active projects in Teamwork**

Call `teamwork-get-companies` with `name.contains` set to the Intacct `customer-name`. If none or several match, say so and stop. Call `teamwork-get-projects` with the `company-id` and `status` = active. If there are none, say so and stop.

**Step 3: Skip projects that already carry the risk**

For each project, call `teamwork-get-risks` with the `project-id` and `status` = open. If an open risk's `source` already mentions overdue invoices for this client, skip that project and say so.

**Step 4: Confirm**

Show the user the projects that will get a risk, and the risk text: source "Client has <total> in Intacct invoices more than <days> days overdue (oldest due <date>)", impacts cost true, and mitigation plan "Confirm a payment plan with the client before further billable work." Wait for an explicit yes.

**Step 5: Create and confirm**

After the user says yes, call `teamwork-create-risk` once per confirmed project with `project-id`, `source`, `mitigation-plan`, `impacts-cost` = true, `probability` = 3 and `impact` = 3 unless the user gives other values. Then call `teamwork-get-risks` for each project and confirm the new risk is there.

**Rules & Guidelines:**

* `intacct-get-customer` and `intacct-get-invoice` are on the intacct server. `teamwork-get-companies`, `teamwork-get-projects`, `teamwork-get-risks` and `teamwork-create-risk` are on the teamwork server.
* `teamwork-create-risk` is the only tool that may write, once per confirmed project.
* Do NOT call `teamwork-update-risk`, `teamwork-update-project`, `teamwork-create-message`, or any Intacct action tool such as `intacct-update-customer`.

**Validation:**

* Do not put invoice numbers or anything beyond the overdue total in the risk text, since project members may not have finance access.
* If a create call fails for one project, report it and carry on with the rest.

Who it's for

One answer, three teams that use it

Project managers

Know before you commit more hours

A risk on your project tells you the client is behind on payment, so you can raise it before more billable work goes in.

Flag a risk on Contoso's Teamwork.com projects if they have Intacct invoices over 45 days overdue.

Credit controllers

Warn delivery without sharing the ledger

Raise the overdue position with project teams in their own tool, with only the total shown and no invoice details.

Northwind Traders owes us money. Add an overdue risk to their active Teamwork.com projects for anything past 30 days.

Delivery directors

Put payment risk on the risk register

Payment problems show up beside the other project risks, so they are part of the next risk review.

Add Intacct overdue invoice risks for Fabrikam to any Teamwork.com project that does not already have one.

How it works

What PopdockAI does when you ask

You name the client and an overdue threshold, and your AI assistant checks Sage Intacct and finds the client's projects. Risks are added only after you confirm, then read back.

01

Ask

You name the client and an overdue threshold.

Your AI tool

02

Check

It totals past-due Sage Intacct invoices and the oldest due date.

sage-intacct-get-customer
sage-intacct-get-invoice

03

Match

It finds active Teamwork.com projects, skipping those with an open overdue risk.

teamwork-com-get-companies
teamwork-com-get-projects
teamwork-com-get-risks

04

Confirm

You approve the risk text, then each risk is created and read back.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

get-data

sage-intacct-get-customer

Returns customers from Sage Intacct.
get-data

sage-intacct-get-invoice

Returns invoices from Sage Intacct. The record-number links to the Get invoice entries tool.
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

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-risks

Returns project risks from the Teamwork.com risk register with impact, probability and mitigation. Filter by probability, result, status, impact, project ID and created on.
run-action

teamwork-com-create-risk

Adds a risk to a Teamwork.com project's risk register. Needs the source and project ID. Can also set status, impacts cost, probability, impacts schedule, impact, impacts performance and more.
Read only.Nothing in Teamwork.com 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

Project teams know when a client is behind on payment

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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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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

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