/
/
Find overdue customers with no collections follow-up task
For finance teams who want to see which past-due PowerGP Online customers have no TickTick task, just by asking their AI assistant.
On this page
Connector
Connect PowerGP Online, pick your AI tool and paste the prompt.
The problem
Big overdue accounts go weeks with nobody chasing them
Past-due receivables are reviewed in Dynamics GP while follow-up work is tracked in TickTick, and nobody checks the two against each other. The customer with the biggest balance can go weeks without an owner.
Without PopdockAI
- Run a past-due report and total it by customer
- Search TickTick for a task on each large customer
- Decide whether a vague task really covers the account
- Never compare the two lists at all
With PopdockAI
- Past-due receivables totalled per customer
- Open TickTick tasks matched on customer name or number
- Name-only matches flagged as possible, not covered
- Read-only, with a total for uncovered customers
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find customers with receivables more than `{min-days-past-due}` days past due (default 30) in company `{company}` (optional) and show which of them have no open follow-up task in TickTick.
**Step 1: Read past-due receivables (powergp-online)**
Call `powergp-online-get-receivables-transactions` with `days-past-due.min` set to the threshold and `company` when given. Group the rows by `customer-number` and total the `unapplied-amount` per customer. Keep the top `{top-n}` customers by amount (default 15).
**Step 2: Check TickTick for each customer**
For each kept customer, call `ticktick-get-tasks` with `title.contains` set to the customer name and look at tasks that are not completed. A task counts as coverage only if the customer name or number appears in its title.
**Step 3: Report**
A table sorted by amount: customer number, name, total past due, oldest days past due, open task title and due date (or NONE). Finish with the count and total amount of uncovered customers.
**Rules & Guidelines:**
* `powergp-online-*` tools are on the powergp-online server; `ticktick-*` tools are on the TickTick server.
* Read-only. Do not call `ticktick-add-task`, `ticktick-add-comment`, `ticktick-update-task` or `ticktick-complete-task`.
**Validation:**
* If no receivables meet the threshold, say so and stop.
* A name match can be a different customer with a similar name; flag partial matches as 'possible' rather than 'covered'.Who it's for
One answer, three teams that use it
Collections managers
See which big accounts nobody is chasing
A table by amount shows the matching task or NONE for each large overdue customer.
Which customers over 60 days past due have no open TickTick task?
Credit controllers
Check coverage before the weekly review
Know the count and total of uncovered customers before the collections meeting starts.
Show the top 15 past-due customers in our Contoso company and whether each has a TickTick follow-up.
Controllers
Make sure overdue cash has an owner
Uncovered balances are totalled, so you know how much overdue money has nobody chasing it.
How much past-due receivables over 30 days has no follow-up task in TickTick?
How it works
What PopdockAI does when you ask
You give a days past due threshold and your AI assistant checks PowerGP Online against TickTick. It only reads, and stops if nothing meets the threshold.
01
Ask
You give the days past due and, optionally, the company and how many customers to review.
02
Total
It groups past-due PowerGP Online receivables by customer and keeps the largest.
03
Match
It looks in TickTick for open tasks naming each customer, and flags name-only matches as possible.
04
Report
You get a table by amount with the task or NONE, and the count and total of uncovered customers.
What PopdockAI provides
The tools behind the answer
Ready made tools for PowerGP Online and one secure connection to your AI tool. No code, no exports.
ticktick-get-tasks
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
No large overdue customer left without a follow-up
Related use cases
More ways to put this data to work
PowerGP Online customer account brief with TickTick tasks
Ask your AI for an account brief and it combines a PowerGP Online customer's balance, holds and open receivables with their TickTick tasks and comments.
Learn More
PowerGP Online purchase approvals tracking check in TickTick
Ask your AI which PowerGP Online purchase orders are stuck awaiting approval and which have a TickTick tracking task. Sorted by value, read-only.
Learn More
PowerGP Online vendor payables with TickTick follow-up
Ask your AI about a vendor and it shows their PowerGP Online balance, payables and purchase orders next to TickTick tasks and comments. Read-only.
Learn More
Audit a PowerGP Online payroll check run
Ask your AI to audit a payroll run and it reconciles PowerGP Online pre-check summaries with posted checks, drilling into exceptions. Read-only, with no personal data shown.
Learn More
Audit PowerGP Online vendor payables and 1099
Ask your AI to audit a vendor and it reads the balance, open payables, applied payments and 1099 totals from Dynamics GP, then flags real gaps. Read-only.
Learn More
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.