Start-here guide
A guided path from the sample data to your first review-ready draft.
FREE WORKFLOW STARTER KIT
Build your own AI collections assistant.
A practical template for combining receivables aging, customer context, decision rules, and human approval—without buying another oversized platform.
8 editable files•Synthetic sample data•No live integrations required
WHAT YOU GET
A starting system,
not another PDF.
Use the sample files to understand the workflow, replace them with your own exports and policies, then add live connections only after the decisions are working.
Aging + context templates
Clean CSV structures for receivables data and customer relationship notes.
Decision policy
Rules for balancing balance age, payment history, hardship, and relationship context.
Configuration worksheet
Turn your collection policy and approval boundaries into explicit instructions.
Validation plan
Test the workflow with synthetic data before connecting live financial systems.
Weekly review template
A human approval queue designed for a practical Saturday review.
THE IDEA IN PRACTICE
Start with the decision.
Add software second.
This kit demonstrates the Propel approach: prove one useful outcome, make it reusable, add guardrails and approval, then connect the systems that make it dependable.