# Your Aryza Advize work, done end to end. Askpilot does your Aryza Advize work end to end. It chases clients, updates cases, records I&E and adds case notes. Your team approves anything sensitive. Create any Advize workflow in plain English. Askpilot executes it end to end. Connecting Askpilot in Claude More cases, same team ## Grow without hiring. About 35p per job done. - **Hire an administrator**: ~£4.60 per job done. About £2,600 a month each. Office hours; Weeks to start; One person’s capacity. - **Askpilot**: ~35p per job done. Plans from £25 a month. Works 24/7; Live the same day; Grows with your cases. [Work out your cost](#cost) - 13× less per job done with Askpilot. A job is one multi-step task, like chasing a missed payment: about 15 minutes of an administrator’s time at £2,600 a month with NI and pension, or about 28 credits on Askpilot’s £25 plan. Beyond flowcharts ## Bring agentic operations to your IVA firm. Traditional automation Agentic Automation missed-payment / **PROCESS.md** *##* Role Act as our case administrator, writing to clients. *##* Instructions Supportive, never threatening. Confirm the arrears in Aryza Advize before you write. Never guess. *##* Events Subscribe to events to listen for a reply. *##* Rules **Stop:** the arrears are cleared or a catch-up is agreed. **Escalate:** after three missed payments, to the supervisor. **Approval:** required before anything goes to creditors. *##* Todos Confirm the arrears in Aryza Advize Send the notice of breach Chase by email, then SMS, until they respond *##* Paths `hardship` If the client mentions hardship, flag the case and book a call with an adviser. Why Askpilot ## Powerful automation you describe, not build. Missed payment flow my-agent JD MK AR +2 devs Week 6 not live yet **38** steps · **10** branches DNew reply from Daniel“I lost my job. Can I pay less for a while?” **Run stopped**No branch for this reply - my-agent/ - agent.py - prompts/ - system.md - tools/ - advize_mcp.py - docs_mcp.py - email_mcp.py - whatsapp.py - workflows/ - chase_arrears.py - memory/ - store.py - evals/ - cases.jsonl - infra/ - Dockerfile - deploy.yml - .env agent.pydocs_mcp.pychase_arrears.py 1. *1*from claude_agent_sdk import * 2. *2*from tools import advize, docs 3. *3*opts = ClaudeAgentOptions( 4. *4* model="claude-sonnet-5-5", 5. *5* system_prompt=SYSTEM, 6. *6* mcp_servers={ 7. *7* "advize": advize, 8. *8* "docs": docs, 9. *9* }, 10. *10*) 11. *11* 12. *12*@durable(retries=3) 13. *13*async def chase_arrears(case): 14. *14* a = ClaudeSDKClient(opts) 15. *15* await a.query(case.brief) 16. *16* # TODO approvals, evals **Go-live checklist****3** of 9 - Model and prompts - MCP tool servers - Document extraction - Memory between runs - Durable waits and retries - Approvals - Evals and tracing - Hosting and security - Monitoring and cost limits $ pytest evals/ -q! 14 passed, 2 skipped: approvals, retries$ python run.py --case CASE-4482ToolError: extract_document timed out after 30s on payslip_0412.pdf (scanned, no text layer) **PROCESS.md***DraftLive* Missed payment chase Chase every missed payment the same day. Follow up until they pay or agree a plan. Ask me before changing a contribution. Uses All it needs to run, built in. Autonomous execution ## Askpilot does the work end to end. You stay in control. Predictable execution with the **PROCESS.md** format[Learn more](https://askpilot.com/process-md.html) Go live instantly ## Using Claude or ChatGPT? Let it set up Askpilot for you. **Connect any system by asking your AI, or use [existing integrations](https://askpilot.com/integrations.html).** 1 Step ### Your AI sets up the workflowYour AI changes the workflowYour AI reviews and improvesYour AI uses a pre-made workflowYour AI adds the MCP serverYour AI connects the APIYour AI sets up the webhookYour AI sets up the webhookYour AI connects the Askpilot API ClaudeClaude Code When a payment fails in Aryza Advize, send the notice of breach within an hour and chase on WhatsApp until the client replies. I’ll set this up as a workflow in Askpilot. Used Askpilot3 actions - Created the Missed payment workflow - Set the trigger: payment failed in Aryza Advize - Connected Aryza Advize and WhatsApp Done. Missed payment is live and starts on the next failed payment. Send the notice within 30 minutes instead of an hour. Updated. Missed payment now sends the notice within 30 minutes. Missed payment: never agree a payment plan without asking me first. Got it. I’ll add that rule to Missed payment. Used Askpilot2 actions - Read the Missed payment workflow - Added a rule: ask before agreeing a plan Done. From the next case, Askpilot asks you before it agrees a payment plan. How did Missed payment do this week? Anything to improve? I’ll read this week’s runs. Used Askpilot2 actions - Read 42 runs from this week - Compared the replies and the payments made Clients chased on WhatsApp after one day paid twice as often as those chased after two. Shall I change it to one day? Yes, update it. Used Askpilot1 action - Updated Missed payment: chase on WhatsApp after 1 day We run IVA casework. Which ready-made workflows can we start from? Askpilot has these ready-made workflows for IVA firms. - **Evidence chase**Chases missing payslips. - **Annual review**Collects evidence for the review. - **Client take-on**Sets up every new case. Set up Evidence chase for us, with Aryza Advize and WhatsApp. Used Askpilot2 actions - Created Evidence chase from the template - Connected Aryza Advize and WhatsApp Done. It’s live, and you can change any step by asking me. Connect our Notion workspace, so our workflows can look up case guidance. Happy to. Which MCP server should I use? If you are not sure, send me the docs. Here are the docs: developers.notion.com/docs/mcp Found it. I added Notion as a custom MCP source. Sign in to Notion in Askpilot to finish. Used Askpilot3 actions - Created the custom MCP source Notion - Turned on the 2 tools the workflow needs - Added Notion to Annual review Connect our budgeting tool. It has an API, but no MCP server. No problem. Do you have the API docs or an OpenAPI file? Here you go: api.acmebudgets.com/docs Done. I read the docs and added 4 endpoints as tools. Add your API key in Askpilot to connect it. Used Askpilot3 actions - Created the custom API source Acme Budgets - Added 4 endpoints as tools - Set approval on the tools that change data When someone asks for debt help on our website, start Debt enquiries. Your form tool can send webhooks, so I made an event URL for it. Paste it into the form’s webhook settings and send a test. Done, test sent. Got it. I learned 4 fields from the test, and the form now starts Debt enquiries. Used Askpilot3 actions - Created the source Website form, with an event URL - Learned 4 fields from the test event - Set it as the trigger of Debt enquiries When a payment plan is agreed, send it to our case dashboard. It takes webhooks at hooks.bennettandco.co.uk/plans . Sure. What should each plan look like? Send me an example, or name the fields. Name, case reference, amount and the first payment date. Done. I added your endpoint as a Webhook source, and Missed payment now sends each agreed plan to it. Add a signing secret in Askpilot to finish. Used Askpilot3 actions - Created the Webhook source Case dashboard - Set the example request body - Added the send step to Missed payment Start Client take-on whenever our app gets a signed proposal, and send each client reply into their case. I’ll use the Askpilot API. Create an API key in Askpilot, then add it to the app as ASKPILOT_API_KEY . Key added. Done. A signed proposal now starts the workflow, and each reply goes into its open session. POST /v1/workflows/{id}/start POST /v1/sessions/{id}/messages Used Askpilot3 actions - Found the workflow Client take-on - Read the API guide - Sent a test signed proposal 2 Step Connected Live ### Ready for any Askpilot workflowAskpilot runs it, start to finishNew runs follow the changeAskpilot runs the new versionAskpilot runs it, start to finishYour app starts workflows Workflows*/***Missed payment** **Missed payment**Starts on a failed payment in Aryza Advize Draft Live **Todos**5 tasks - **Send the notice within an hourSend the notice within 30 minutes**Outlook*Updated* - **Confirm the arrears**Aryza Advize - **Check the case for hardship flags**Ask agent - **Log the notice on the case**Aryza Advize - **Chase on WhatsApp until they reply**WhatsApp It starts on the next failed payment. Every step shows in its session. Workflows*/***Missed payment** **Missed payment**Rules, from its PROCESS.md Updating Live **Rules**3 rules - **Stop when the arrears are cleared or a plan is agreed**Stop - **Refer to the supervisor after three missed payments**Escalate - **Ask me before agreeing a payment plan**Approval*New* **Next run**Follows the new rule - **Jane Cole offered a payment plan**Missed payment*Asks you first* Changed in one sentence. No flowchart to redraw. Missed payment*/***Runs** **This week**42 runs - **Tom Iqbal**Chased on WhatsApp after 2 days*Paid* - **Sara Khan**Chased on WhatsApp after 2 days*No reply* - **Ben Ortiz**Chased on WhatsApp after 2 days*No reply* Workflow updated: chase on WhatsApp after 1 day **New runs**New version - **Jane Cole**Chased on WhatsApp after 1 day*Paid* - **Mark Ellis**Chased on WhatsApp after 1 day*Running* Workflows*/***Evidence chase** **Evidence chase *Template***Starts when evidence is missing in Aryza Advize Draft Live **Todos**From the template - **Find what is missing on the case**Aryza Advize - **Ask the client for the exact document**WhatsApp - **Chase until it arrives**WhatsApp - **File it against the case**Aryza Advize Sources*/***Notion** **Notion**Custom MCP source Not connected Connected Server URL https://mcp.notion.com/mcp Sign in with Notion Signed in to Notion **Tools**2 of 4 on - **Search pages**Finds pages and notes by keyword - **Read a page**Gets the content of one page - **Create a page**Adds a new page - **Update a page**Changes an existing page Logins are entered only in Askpilot. Your AI agent never sees them. Sources*/***Acme Budgets** **Acme Budgets**Custom API source Not connected Connected Base URL https://api.acmebudgets.com/v1 API key *••••••••••••••••* Verify and save Verified **Tools from the API docs**4 endpoints - ***GET*Find a booking** - ***GET*List free slots** - ***POST*Create a booking**Needs approval - ***PATCH*Move a booking**Needs approval Logins are entered only in Askpilot. Your AI agent never sees them. Sources*/***Website form** **Website form**Custom source with events Waiting for a test Receiving events Event URL https://webhook.askpilot.com/e/k7f2x9*Copy* **Test event received**4 fields learned `name``email``address``message` **Events** - **Form submitted**Starts Debt enquiriesStarts a workflow - **Same form, existing client**Matched by email, wakes their open sessionWakes a session Every event can start a workflow or wake a session that is waiting for it. Sources*/***Case dashboard** **Case dashboard**Webhook source Not connected Connected Endpoint URL https://hooks.bennettandco.co.uk/plans Example request body ```markdown { "name": "Daniel Whitfield", "case": "CASE-4482", "amount": 90, "first_payment": "2026-11-03" } ``` Signing secret *••••••••••••••••* Verify and save Verified Askpilot sends a test request first, and saves the webhook only when your endpoint answers with a 2xx. Settings*/***API keys** **Askpilot API**Public API No requests yet Receiving requests API key for Proposal app *••••••••••••••••* Create key Created **Requests from your app**Last minute - ***POST*Start Client take-on**Opened a session for Karen Moss202 - ***POST*Send a message**“Tuesday works for us.” went into her session200 - ***GET*Read the session**Running: booking the visit200 Your app can start workflows, send messages into open sessions and read their status. ### You read that right. Your AI connects any system to Askpilot. 1. *1***You ask your AI**Share details about your tool. 2. *2***Askpilot guides your AI**The MCP walks your AI through it. 3. *3***Your AI builds the integration**It learns the API and connects it. 4. *4***You connect it. It’s live.**Authorise or add an API key in Askpilot. **Your AI** Connect our phone system. Done. Add its API key in Askpilot to finish. Phone system Any phone system Askpilot Runs your workflows Add API key Connected Askpilot MCP Guide Through its API Askpilot can now**Read call logs****Fetch call recordings** Choose an example Ready out of the boxand more Video walkthroughs ## See Advize workflows in action. - **A new enquiry becomes a case**: The fact find on WhatsApp, then the client, debts and income in Advize. - **Run an annual review**: What changed, the payslips, the new income and expenditure, with your approval. - **Update a client's details**: A client says they have moved: the address changes in Advize, and it is noted. - **Protect a vulnerable client**: No chase for a flagged client: a note, and a task for your support team. - **Check a bank statement**: The new statement, compared with the income and expenditure, for the adviser. - **Map your Advize IDs**: Statuses, note types, campaigns and folders, so Ask can write to a case. - **Start the right workflow**: One action URL for every Advize trigger; each workflow takes its own campaign. - **Change a workflow by asking**: Tell Claude what to change; the workflow updates in Askpilot. [Are you an AI agent? Read the videos as text](https://askpilot.com/integrations/aryza-advize-videos.md) Optimized to cost less ## Fewer tools. Fewer tokens. Lower costs. **1** ### Replace your automation tools. Pay for just one. A separate tool for every job - **Flowchart automation tool**Zapier-style if-this-then-that flows - **Arrears letter tool**Sends missed payment letters*Separate account and billing* - **Document portal**Collects payslips and statements*Separate account and billing* - **AI call notetaker**Writes up every call*Separate account and billing* - **E-sign onboarding tool**Takes on new clients*Separate account and billing* - **AI email assistant**Drafts creditor replies*Separate account and billing* - **Flowchart automations**Tool replaced - **Missed payment**Tool replaced - **Evidence chase**Tool replaced - **Post-call admin**Tool replaced - **Client take-on**Tool replaced - **Creditor queries**Tool replaced **2** ### Every workflow optimised for the lowest cost. **Missed payment · Daniel Whitfield** TaskModel and cost 1. 1Read the client’s replyMiniMax Fast 2. 2Check the case in Aryza AdvizeZ.ai Fast 3. 3Check income against the last reviewGemini Research 4. 4Write the notice of breachClaude Writing 5. 5Decide on a payment plan, or ask youGPT Reasoning Save on every run Strongest model on every task **Cost-optimized by Askpilot** Pricing ## Pay only for the work done. Not per seat. workflows done end to end Workflow complexity These are estimates. Real workflow execution can vary. **£25**/month Plans · workflows covered a month 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 help ### Want help setting up and maintaining your workflows? Our team can map your workflows, set up automations around your business and help you launch, then keep everything up to date as your business changes. Remote and in-person setup is available. On demand ## Your data stays yours. Your data is never used to train Askpilot or the AI models that power it. --- This is the Markdown version of https://askpilot.com/integrations/aryza-advize.html. Site index for agents: https://askpilot.com/llms.txt