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Overdue invoicesInbox

Priya Shahto Dot

9:41 AM

What did customers with invoices 30+ days overdue last email me?

Dotto me

9:42 AM

12 invoices, $148K. 5 promised payment; 3 dispute the amount.

Sources: Gmail and invoices.

  • Northwind: $32K overdue, “Paying on the 15th”
  • Brightline: $21K overdue, “Seat count is wrong”
  • Acme: $18K overdue, No reply

Attached: overdue_invoices.csv (12 rows of data)

overdue_invoices.csv

This week’s escalationsInbox

Priya Shahto Dot

9:41 AM

Which customers escalated to me by email this week? Add their open tickets and ARR.

Dotto me

9:42 AM

4 escalations; Tailspin is the largest.

Sources: Gmail, tickets and accounts.

  • Tailspin: 9 open tickets, $310K ARR
  • Kestrel: 6 open tickets, $240K ARR
  • Lumen: 3 open tickets, $96K ARR

Attached: escalations.csv (4 rows of data)

escalations.csv

Check-ins for slipping accountsInbox

Priya Shahto Dot

9:41 AM

Draft check-ins to the 10 accounts whose usage fell most this quarter.

Dotto me

9:42 AM

10 check-ins drafted.

Sources: Gmail and usage_weekly.

Fennel’s usage this quarter1 of 10

Hi Jordan, weekly active users at Fennel fell from 48 to 29 this quarter. Could we find 20 minutes this week?

Waits for your OK

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