Financial services

Move customers from setup to payment.

Use recorded account roles and task status to explain the approved action each customer can take.

See the workflow All solutions

Example campaign

Bring the first payment to its owner.

A prepared invoice is a stronger activation signal than the number of days since signup.

Preview as

Starts when

A verified account prepares its first invoice

Email for Noura

Alder Business

Your first supplier payment

Hi Noura,

Your teammate has prepared Harbour Studio’s first supplier invoice. As an account approver, you can now review the saved payment details and choose whether to authorize it. The draft is waiting in your account; there is no need to start the setup again.

Review your account

Review all payment details in your secure account before authorizing a transaction.

More campaign examples

Explain the interruption, not just the error.

Connect a failed recurring payment to the current account state and an approved recovery action.

The authorization for your monthly supplier payment has expired. You can review the request to renew it in your account, where the supplier and payment details are shown. Check the current payment status there before arranging a separate transfer.

Ask for the document that is missing.

Use the application stage and approved request to tell the right business owner what remains.

Your business application is waiting for the requested proof of business address. The other requested documents are already submitted. Open your application to see the accepted document types and upload this remaining item through the secure form.

Recheck the task before asking again.

Query the recorded status and approver. Stop completed tasks; use Adaptyle to explain the remaining approved action.

Explore workflows

Example workflowActivate the account

Otherwise, stop

Query before following up

Check payment status, remaining requirements and the authorized approver.

Reuse this context with evaluated attributes

Scope one account follow-up.

Agree the data, access and provider requirements with your team before connecting records or preparing recipient previews.

Match each account task to its owner.

Connect people, business accounts and recorded roles. Use evaluated attributes to find the account member responsible for an unfinished task.

Start with the data you have.

Send account, role and task updates through the Public API. Your source system remains responsible for authorization and verification status.

See connection options

Keep sensitive details in your secure account.

Use approved status wording and portal links. Keep payment credentials and eligibility decisions out of email generation.

Plan account updates through the API

Person
Business account
Payment task
Account role

Account and recipient identifiers
Recorded role and approved next action
Task status and completion updates

Evaluated attribute

Who can complete this account’s pending payment task, and which approved step is still missing?

Harbour Studio has an unpaid supplier invoice. Noura is the payment approver; her teammates can only prepare drafts.

Start with one campaign, with us.

Meet the founder to map your data, review personal emails and estimate setup and AI costs.

Book a demo

Your first campaign: Activate the account
Data to connect: Verified accounts, invoices, payment requirements and authorized approvers.
Outcome to evaluate: First completed payments in your payment records.