Your move
Escalate exceptions without hiding from them
Disputes, hardship, and strategic customers need judgment instead of another automated message.
Stop automation for disputes, hardship, incorrect work, mismatched records, strategic exceptions, legal escalation, or any case your agreement does not clearly cover.
Do this now
Three moves, in order.
- List the conditions that make another automatic reminder inappropriate.
- Capture the invoice, agreement, communication history, and open question for the owner.
- Record the owner's decision and the date normal reminders may resume, if at all.
Build the artifact
Collection exception rule
Copy these fields into a note, document, or sheet you already use.
Exception
What changed or conflicts
Evidence pack
Invoice, terms, work record, and messages
Owner
Who speaks with the customer
Resolution
Correct, pause, revise, collect, or seek advice
Give AI the bounded job
Prompt from your artifact—not from vibes.
Summarize this payment exception from the attached records. Separate facts, customer statements, and unresolved questions. Do not draft threats, admissions, legal conclusions, or new terms.
Before you use it
The work leaves your hands only when:
- Automatic reminders are paused.
- The owner sees the complete evidence pack.
- Legal, tax, or regulated questions go to a qualified adviser.