Automate your IVA workflows with AI

Run annual reviews, chase missed payments, collect income evidence, or automate any business workflow end to end.

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Works with

Claude
Claude Code
ChatGPT
Codex
Hermes
Gemini
OpenClaw

Claude

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Claude is AI and can make mistakes. Please double-check responses.

HubSolv Cases › Active › CASE-4482

Case CASE-4482Payment failed

Client

Name Daniel Whitfield Monthly contribution £180.00 Email d.whitfield@northgate.co.uk Supervisor Priya Anand

Contributions

Due date 1 September 2026 Missed payments 2 Arrears £360.00 Last contact 14 days ago

Webhook sent payment.failed

Askpilot

Askpilot

OpenDone

DKDom Krpan

New session Auto-run on

Ask anything… 5 sources enabled

Connect Askpilot to the AI agent you already use

You: Connect Askpilot. The setup instructions are at askpilot.com/mcp.

Claude: Askpilot runs and manages long-running business workflows. I will add it as a custom connector.

Askpilot, custom connector. Remote MCP server: https://mcp.askpilot.com. What it does: run and manage long-running business processes. Workspace: Bennett & Co. Askpilot connected.

Set the workflow up once, in the AI agent you already use

You: When a payment fails on a case in HubSolv, confirm the arrears, send the notice of breach, chase by email then SMS until the client responds, and refer it to the supervisor after three missed payments. Ask me before anything goes to creditors.

Claude: Here it is. It starts on the failed payment and stops as soon as the arrears are cleared. Have a look, and approve it if it reads right.

Missed payment, PROCESS.md. Trigger: Payment failed in HubSolv. Todos: Confirm the missed payment and the amount. Send the notice of breach. Chase until the client responds. Refer it to the supervisor. Sources: HubSolv, Outlook, SMS. Rules. Stop: the arrears are cleared or a catch-up is agreed. Escalate: after three missed payments, to the supervisor.

Claude: Active. Askpilot is watching HubSolv for failed payments now, and every one gets its own run.

The event arrives from the tool where the work happens

HubSolv, case CASE-4482, Daniel Whitfield, £180 a month, two payments missed, £360 in arrears, last contact 14 days ago. HubSolv sends payment.failed to Askpilot.

Askpilot runs the workflow end to end

Session: D. Whitfield · CASE-4482. Payment failed, so Askpilot started Missed payment. Process: Confirm the missed payment and the amount. Send the notice of breach. Chase until the client responds. Refer it to the supervisor.

Checking the case in HubSolv and what was already sent. Case checked: two payments missed, £360 in arrears. Last contact was 14 days ago, and no notice has gone out yet.

Sending the notice of breach, using the approved template. Notice sent: emailed d.whitfield@northgate.co.uk and sent by SMS. It sets out the arrears, gives 30 days to respond, and asks how it will be put right.

Setting up the chase, so nothing slips if he does not reply. Chase scheduled: watching his email and SMS for a reply or a payment. If nothing arrives in seven days the next chase goes out, up to three in total.

Making sure the supervisor picks this up if the chases do not work. Referral set: after three missed payments, or three chases with no reply, this goes to Priya with everything that has been sent.

Official partner

Official integration

Agentic workflow execution

Fully customisable workflow execution infrastructure.

Askpilot MCP

Set up and manage workflows from any AI agent.

Connect Askpilot once. Claude, ChatGPT, Claude Code, Gemini, Codex and OpenClaw can then create, change, pause and run the same workflows.

Claude
Create a workflow that chases missing documents on new tenancies.
Created Document chase
ChatGPT
Pause Invoice chasing over the bank holiday weekend.
Paused Invoice chasing
Claude Code
Add a rule to Lead qualification: reply within five minutes.
Added a rule to Lead qualification
Gemini
Hand Customer support over to Priya.
Handed Customer support to Priya
Codex
Run Post-call admin on this morning’s calls now.
Ran Post-call admin
OpenClaw
Delete New client onboarding, we no longer use it.
Deleted New client onboarding

Workflows

NameAccessUpdated

Document chaseNewOnly mePriyaCreated byJust now

Lead qualificationUpdatedAll membersPriyaYesterdayUpdated byJust now

Invoice chasingPausedOnly mePriya2 days agoPaused byJust now

Customer supportOnly mePriya2 days agoUpdated byJust now

Post-call adminRunningAll membersPriya4 days agoRun byJust now

New client onboardingDeletedOnly mePriya6 days agoDeleted byJust now

Agentic workflow execution

Workflows run automatically, from start to finish.

Askpilot uses the workflow’s instructions, rules, tasks and paths to complete the work across your connected tools. Every run stays visible, with each action recorded.

Sarah Bennett · enquiry Auto-run on

Ask anything… 5 sources enabled

Street CRM Dashboard › Lettings Applicants › Create

Create Lettings Applicant

Applicant Details

Full Name Sarah Bennett Branch Askpilot Email Address sarah.bennett@gmail.com Mobile +44 7700 900882

Basic Requirements

Budget £1,450 pcm Bedrooms 2 Source Website enquiry Move-in Date 1 September 2026

Save applicant

Lettings applicant created

Integrations

Connect the tools your workflows need.

Connect your CRM, email, phone, calendar, messaging, or any tools you use. Askpilot uses them across workflows with the permissions you set. Missing one? We build it on request, at no extra cost.

Askpilot

OpenDone

Enquiry to booked

DKDom Krpan

Sources

NameAccessUpdated

Add source

Add files, web content, or connect your tools.

Type

Files

Search…

Access

Only me

Name

HR Policies

Give this source a short, descriptive name (e.g., "HR Policies", "Hubspot CRM", "Gmail Inbox").

Description

HR policies, PTO, benefits. Use for employee handbook questions.

Summarize the contents and best use cases. Ask relies on this to know when to search this knowledge source.

Cancel Create

Connect CallSwitch One

Connect your CallSwitch One account to read and transcribe calls and voicemails.

Microsoft

dom@askpilot.com

Permissions requested

Askpilotaskpilot.com

This app would like to:

Sign you in and read your profile
Read your mail
Send mail as you
Maintain access to data you have given it access to

Accepting these permissions means that you allow this app to use your data as specified in their terms of service and privacy statement. You can change these permissions at myapps.microsoft.com.

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Tools

Built-in tools to power your workflows.

Every workflow can search your business knowledge, create documents, work with current Drive and SharePoint files, and research the web. All five tools are built into Askpilot and available whenever a workflow needs them.

Knowledge search Search your indexed business documents for any information a workflow needs to complete its work accurately. Workflow exampleAnswer a tenant’s WhatsApp question using the approved wording from your handbook.
Create and edit documents Create new documents or edit existing ones, then return the completed file. Workflow exampleCreate a completed renewal letter using details from the tenancy record.
Drive and SharePoint sync Keep Google Drive and SharePoint files indexed and up to date, so workflows always use the current version. Workflow exampleRetrieve the latest gas safety certificate from SharePoint before contacting the tenant.
Web search Search the web for current facts and verify details such as company records, listings, addresses and prices. Workflow exampleVerify that a new supplier is registered before releasing the first payment.
Deep research Investigate larger questions across multiple sources and return a structured answer with links to the evidence. Workflow exampleResearch a corporate landlord and produce a sourced briefing before a pitch.

Document automation

Your documents, updated and sent automatically.

Any workflow can open a contract, letter or form, fill in the right details from your tools and send the finished file on, with the formatting exactly as it was.

D. Whitfield · annual review Auto-run on

Ask anything… 5 sources enabled

Annual review statement template.docx TemplateFilled

Annual review statement

Individual Voluntary Arrangement · Oakfield Insolvency Practitioners

Dear client nameDaniel Whitfield,

This statement covers the twelve months to 30 September 2026 for your arrangement, reference case referenceCASE-4482.

Contributionmonthly contribution£180.00 per month, as set out in your proposal.
Receivedreceived this year£1,800.00 received in the year.
Arrearsarrears£360.00 outstanding at the review date.
Next reviewreview date1 October 2026.

If your circumstances have changed, please contact your supervisor, supervisorPriya Anand, before the review date.

Triggers

Triggers start workflows and keep them moving.

Askpilot identifies the exact event each workflow needs, applies the right filter, and subscribes to it. A WhatsApp workflow listens only for replies from that number, then resumes automatically.

Emma Hughes · enquiry Auto-run on

Ask anything… 5 sources enabled

Approvals

Approve the sensitive actions you choose.

Anything sensitive, outside the rules, or needing judgement pauses. Askpilot sends the right person a desktop pop-up or notification for review or approval, with every action recorded.

09:41

Approval needed

Send this WhatsApp to Rachel Adeyemi?

"Hi Rachel, sorry we missed you! Are you free Thursday 2pm or Friday 11am for a viewing?"

Workflows

Automate any IVA workflow
from start to finish.

Pre-built IVA workflows

Annual review (Casework). Collect income evidence and put the review to the supervisor. Trigger: Review due.
Missed payment (Compliance). Issue the breach notice, agree how it is put right, record it. Trigger: Payment failed on HubSolv.
Evidence chase (Admin). Chase a missing payslip or statement, then file it against the case. Trigger: Document missing on HubSolv.
Client take-on (Onboarding). Take a signed proposal through to a case that is properly set up. Trigger: Proposal signed on HubSolv.
Creditor queries (Correspondence). Answer routine creditor post and route anything contentious onward. Trigger: Creditor email on Outlook.
Variation proposal (Casework). Prepare a variation and put it to the practitioner before creditors. Trigger: Circumstances changed on HubSolv.
Case closure (Casework). Take the final payment through to a certificate of completion and a closed case. Trigger: Final payment received on HubSolv.
Create your own (Custom). Create a completely custom workflow.

Select

Created using the PROCESS.md format. See how PROCESS.md works

Every company process, documented

Build the system of record
for how your company works.

Claude

Write a message…

Claude is AI and can make mistakes. Please double-check responses.

Askpilot

OpenDone

Enquiry to booked

DKDom Krpan

Workflows

Annual reviewCasework

HubSolvReview duePAPriya A.

Missed paymentCompliance

HubSolvPayment failedDKDom K.

Evidence chaseAdmin

HubSolvDocument missingTITom I.

Client take-onOnboarding

HubSolvProposal signedSMSarah M.

Creditor queriesCorrespondence

OutlookCreditor emailJOJames O.

Variation proposalCasework

HubSolvCircumstances changedDKDom K.

Case closureCasework

HubSolvFinal payment receivedSMSarah M.

You: Annual reviews pile up and we end up chasing income evidence for weeks. Can you set something up in Askpilot so every review gets its evidence in on time?

Claude: Yes. Two quick questions so I get it right: where does the review date live, and what do you need from the client?

You: The anniversary date is on the case in HubSolv. Sixty days out, ask for payslips, the latest P60 and three months of bank statements. Chase by email then SMS, and once everything is in, put the review to the supervisor.

Claude: Got it. Here is the process. It starts sixty days before the anniversary, asks once clearly with a deadline, and stops once the review is filed.

Annual review. Trigger: Review due, 60 days before the anniversary in HubSolv. Process: Check what the file already holds and list what is missing. Request payslips, the latest P60 and three months of bank statements. Chase by email, then SMS, until it all arrives. Rebuild the income and expenditure from the evidence. Put the review to the supervisor. Sources: HubSolv, Outlook, SMS. Rules: Stop when the review is filed. Escalate if nothing arrives after three attempts, to the supervisor.

You: That is exactly it. Make it live in Askpilot.

Claude: Done. Annual review is now in Askpilot, owned by Priya. It will start sixty days before every anniversary date in HubSolv.

How it works

Get your first workflow
running in minutes.

Step 01

Activate your Askpilot account.

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Account created

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WorkspaceBennett & Co

PlanAskpilot Pro · trial

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Open in Claude Open in another platform

Continue to Askpilot

Step 02

Install Askpilot MCP in any AI agent.

Works with

Claude
Claude Code
ChatGPT
Codex
Hermes
Gemini
OpenClaw

Claude

Write a message…

Claude is AI and can make mistakes. Please double-check responses.

Step 03

Set up a workflow from your AI agent.

Create new and manage workflows by talking to your AI agent.

Claude

Write a message…

Claude is AI and can make mistakes. Please double-check responses.

Step 04

Workflow runs automatically in Askpilot.

Askpilot runs the workflows set up by your AI agent end to end.

HubSolv Cases › Active › CASE-4482

Case CASE-4482Payment failed

Client

Name Daniel Whitfield Monthly contribution £180.00 Email d.whitfield@northgate.co.uk Supervisor Priya Anand

Contributions

Due date 1 September 2026 Missed payments 2 Arrears £360.00 Last contact 14 days ago

Webhook sent payment.failed

Askpilot

Askpilot

OpenDone

DKDom Krpan

New session Auto-run on

Ask anything… 5 sources enabled

The event arrives from the tool where the work happens

HubSolv, case CASE-4482, Daniel Whitfield, £180 a month, two payments missed, £360 in arrears, last contact 14 days ago. HubSolv sends payment.failed to Askpilot.

Askpilot runs the workflow end to end

Checking the case in HubSolv and what was already sent. Case checked: two payments missed, £360 in arrears. Last contact was 14 days ago, and no notice has gone out yet.

Making sure the supervisor picks this up if the chases do not work. Referral set: after three missed payments, or three chases with no reply, this goes to Priya with everything that has been sent.

Reports

Get daily reports or ask for any.

Askpilot reports on your workflows every morning, or whenever you ask.

Claude

Write a message…

Claude is AI and can make mistakes. Please double-check responses.

Request early access

Full visibility

See every run and action, from open to done.

Askpilot OpenDone

Viewing rebook · Rachel Adeyemi Missed-call follow-up Needs your approval

Compliance chase · 42 Oakfield Rd EPC & gas safety reminder Running

Call logged → Street CRM Inbound call · transcript attached Done · 2m ago

Offer recap email · Priya Anand Post-call follow-up Done · 14m ago

Web app Live Desktop app Live Mobile Coming soon

Integrations

Connect the tools you already use.

Don’t see your tool?We will build it on request, at no extra cost.

View all integrations Request early access

Controlled automation

Automate the processes.
Keep judgement human.

Request client documentsEmail

Update the case recordCase platform

Prepare adviser handoverReview pack

Routine casework keeps moving.

Askpilot carries out information requests, reminders, document checks and record updates across your connected systems.

IVA PROCESS CONTROLS

StepsDefined

ApprovalsSet

ExceptionsRouted

Controls active

Your rules control the process.

Define approval points, stop conditions and who handles each exception. Askpilot follows those rules and records every action.

Human review needed

The client reported a change in circumstances.

Review Route Routed

Handed to an adviser

Judgement stays with authorised people.

When an action requires advice or judgement, Askpilot pauses and routes it to the right adviser or insolvency practitioner.

Pricing

Pay only for the work done.
Not per seat.

Pro

£100/month

Choose the credits that fit your team.

2,000 monthly credits

Monthly credits

Create and run custom workflows
Connect your business tools
Event triggers, approvals, and notifications
Unlimited users

Request early access

Free trial · 500 credits

Enterprise

Custom

A package designed around your volume and controls

For larger teams running complex workflows

SSO
Multi-factor authentication
Audit logs
Dedicated support

Talk to sales

Custom trial available

How many credits does each process use?

Estimates per run. Cost varies with todos, sources and complexity.

Call logged Call ends → logged against contact, transcribed, summarised ~4credits
Missed-call follow-up Missed call → message sent, logged, reminder set ~7credits
Post-call admin Call ends → logged, follow-up email sent, reminder task created ~8credits
Enquiry to booked valuation Enquiry → qualified, responded, valuation booked ~13credits
Repair intake to action-ready Report → gathered, classified, logged, escalated ~13credits
Information chasing Missing information → chased up to 3 times until received or escalated ~24credits
Property to market Instruction → terms sent, certificates filed, AML, photoshoot booked ~48credits

Free trial · 500 credits

Start running your workflows with 500 free credits.

Your free trial includes 500 credits, so you can experience Askpilot before choosing a paid plan.

Free trial

Optional expert setup

Want help setting up your workflows?

Our team can map your workflow, configure it around your business, connect your tools, and help you launch. Remote and in-person setup is available.

Free onboarding

Are you an AI agent? See pricing

Your data stays yours.

Your data is never used to train Askpilot or the AI models that power it.

Read the DPA

Ready to take case admin off your team’s plate?

Connect Askpilot to Claude, ChatGPT, or your preferred AI agent and start running workflows.

Request early access

Automate your IVA workflows with AI

Case CASE-4482Payment failed

Fully customisable workflow execution infrastructure.

Set up and manage workflows from any AI agent.

Workflows

Workflows run automatically, from start to finish.

Create Lettings Applicant

Connect the tools your workflows need.

Sources

Add source

Connect CallSwitch One

Built-in tools to power your workflows.

Your documents, updated and sent automatically.

Triggers start workflows and keep them moving.

Approve the sensitive actions you choose.

Automate any IVA workflow from start to finish.

Process

Build the system of record for how your company works.

Workflows

Get your first workflow running in minutes.

Activate your Askpilot account.

Sign up

Account created

Install Askpilot MCP in any AI agent.

Set up a workflow from your AI agent.

Workflow runs automatically in Askpilot.

Case CASE-4482Payment failed

Get daily reports or ask for any.

See every run and action, from open to done.

Connect the tools you already use.

Automate the processes. Keep judgement human.

Routine casework keeps moving.

Your rules control the process.

Judgement stays with authorised people.

Pay only for the work done. Not per seat.

Start running your workflows with 500 free credits.

Want help setting up your workflows?

Your data stays yours.

Ready to take case admin off your team’s plate?

Automate any IVA workflow
from start to finish.

Build the system of record
for how your company works.

Get your first workflow
running in minutes.

Automate the processes.
Keep judgement human.

Pay only for the work done.
Not per seat.