Overview
Tesorio's AI-generated recommended actions work on the Users' behalf to help automate their workflow. Currently available for Invoice records, recommended actions will surface essential action items that can be accepted/rejected with minimal searching or manual work required. As Tesorio collects data and learns about potential use cases, new recommended actions will be developed.
Recommended Actions
Customer Promise to Pay Date (P2P)
Tesorio's AI analyzes incoming and outgoing emails to surface commitments to pay open invoices. This includes changes to any existing P2P dates saved within the application.
When a recommendation is detected, it will surface within the Invoice Info tab in the Invoices drawer.
In the recommendation box, users can accept or reject the P2P. Accepting will update the field value in both the drawer and workspace.
To optimize visibility of AI-detected promise dates, add a customized "Data Overview" widget to your Dashboard. You can act on recommended actions directly from the dashboard or go to a dedicated workspace.
Follow these steps to add a Recommended Actions widget to your dashboard:
On the Dashboard, click on the Add Widget button
2. Find the "Data Overview" widget and click Add to Dashboard
3. In the Settings sidebar, change the widget name to something meaningful to you. Under "Type", select Recommended Actions. For "Data Format", you have two options -- aggregate or table. The aggregate option will simply show a count of promise to pays, with a click-through to a dedicated workspace. The table option shows a list of invoices.
4. Click "Save" and return to your dashboard. Once there, you can take action immediately.
