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The AR Prompt Playbook

15 copy-paste prompts for running accounts receivable inside Claude Cowork: live dashboards, cadence-matched outreach, call log analysis, dispute briefs, and cash forecasts. Built against a real AR tracker schema, not generic advice.

01

Dashboard & Visibility

Build the Live Artifact command center, rank by exposure, match your own terms

02

Collections Outreach

Cadence-matched emails, SMS with a hard character limit, personalization by payment history

03

Call Log Analysis & P2P Detection

Structured JSON extraction, objection vs. refusal, weekly P2P reliability scoring

04

Dispute & Escalation Handling

One-paragraph partner briefs, pre-legal notices, spotting stalling tactics

05

Reporting & Forecasting

Weekly AR movement reports, honor-rate-weighted cash forecasts, cadence ROI ranking

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