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Turn the Sage Aged Debtors report into today's call list
Twenty customers owe you and you have an hour. Get them ranked by risk and value, with a 30-second opener for each call.
The prompt · ChatGPT
Help me turn my Sage Aged Debtors report into a call list. Sage Accounting (cloud) and Sage 50 (desktop) both export this report. Sage 50 desktop has no live link to AI tools, so attach the export.
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What you get (sample answer)
Call now (fits 1 hour): 1. Greaves Flooring — 2,400, INV-331, 74 days — "Hi Nora, following up on INV-331 before we pause deliveries." 2. Moss Electrics — 880, INV-356, 41 days — "Hi Dan, checking when INV-356 will clear." Email: Brookside Cafe 210 (18 days). Leave: anyone already on a plan. After each call note: promise date, amount, who you spoke to.
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