LISTENINGPOST

Finance

Bad Debt Risk List

Identify receivables needing credit-loss review.

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CRM
Email
Chat
Documents
Calendar
Project tools

6 of 6 systems connected

KeepDirectMissing
Your assistantSKILL.md

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Morning Brief

Build a prioritized brief for today from the caller's calendar, messages, documents and project records, using Keep MCP. Read only.

1. Read today's calendar events, open assigned tasks, direct requests since the last brief and unresolved commitments.
2. Separate active incidents, decisions waiting on the caller, external deadlines and routine work. Check for replies before calling an item outstanding. Rank by consequence and time remaining.
3. Fit proposed actions around fixed meetings and flag conflicting commitments.

Result: a dated brief with urgent changes, commitments, meeting preparation and a feasible next-action list, each tied to its source.

When to use it

Identify receivables needing credit-loss review.

What it covers

Inputs

Open AR, cutoff, credit policy.

Result

Receivable risk list with evidence, policy threshold and responsible reviewer.

What it uses

Finance recordsCalendarEmailDocumentsSlackKeep memoryRead only
For developers

Retrieval instructions

Resolve people, accounts and projects by stable identifiers. Use only the sources this task needs. Cite the source and date for each finding. Keep source systems unchanged.

Data sources

QuickBooks, Google Workspace, Slack, Keep memory.

Procedure

  1. Call keep_status and report freshness for: QuickBooks, Google Workspace, Slack, Keep memory. If a required connector for Bad Debt Risk List is disconnected or stale, say so up front.
  2. Before treating empty finance results as 'no invoices', distinguish no access (QuickBooks/finance ACL) from no matches. Never invent balances.
  3. Resolve inputs for Bad Debt Risk List: account, vendor, entity, time_window. Default time window: open AR/AP and current close period (override if caller provides time_window). Ask only for missing critical inputs.

Related skills

Finance →
Board Finance Appendix Prep→Prepare a board finance appendix. Uses account, vendor, entity, time window.Budget vs Actual Pulse→Compare actual spending with a compatible budget.Card Spend Oddities→Find expense transactions requiring review under actual policy.