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Financial services, collectionsDelivered system

Email Automation for Collections Operations

4 min read

The challenge

A large collections business received thousands of emails every day: customers making payments, requesting invoices, submitting proof of payment, or asking about their account.

A dedicated 15-person team opened every email, worked out the request, checked the account manually, opened attachments, typed a reply, filed the email, and logged the interaction.

The process was slow, expensive, and error-prone. Busy periods left emails unanswered for hours, and mistakes in replies or logging created real compliance risk. The client's goal was clear: remove the bottleneck without losing quality.

What we built

A fully automated email-processing system covering the entire workflow, from the moment an email arrives to a drafted reply and a logged interaction, with no human involvement for the large majority of cases.

At its core is a custom AI model trained specifically on this client's email language and patterns. It reads incoming mail, understands the request, and decides the exact action to take, running around the clock across multiple inboxes at once.

How it works, in plain English

01
Email arrives

Every inbox is monitored continuously; a new email is picked up the instant it lands.

02
Understands the ask

The model reads the email and any attachments and classifies it: payment, invoice request, or needs human review.

03
Checks the account

It looks up the customer's live account status, holds and pending invoices included, before any reply goes out.

04
Reads attachments

Receipts, transfer screenshots and cheque images are analyzed automatically, distinct from a logo or signature.

05
Generates the reply

A professional, situation-specific reply is drafted, with the correct invoice files attached automatically when requested.

06
Files and logs

The email is moved to the right folder and the full interaction is logged for compliance, reporting and audit.

Results

MetricBeforeAfter
Emails processed per day~500 to 7002,400+
Average handling time per email5 to 7 minutesUnder 10 seconds
Team size required15 people2 people
Working hoursBusiness hours only24 hours, 7 days
Response time1 to 4 hoursImmediate
  • 2,400+ emails handled per day
  • Replies in under 10 seconds
  • Runs 24/7

Why it matters

Thirteen full-time roles were freed from manual processing, and the savings extended past salaries: less training cost in a high-turnover role, less error-correction and rework, no peak-period overtime, and fewer compliance risks from manual logging.

The two remaining people shifted from doing the work to overseeing it: reviewing flagged edge cases and handling escalations. The business now handles roughly ten times the volume with a fraction of the team, and more consistently than before.

Client identity kept confidential.

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