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Ari integrates with your email system to send and receive messages from your company domain. This enables professional invoice delivery, collection reminders, and customer communications all from within Slack.

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What Ari Can Do

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Key Features

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Professional Email from Your Domain

When Ari sends an email on your behalf, it comes from your company domain email address, not a generic service address. This matters for:
  • Customer trust and professionalism
  • Email deliverability (your domain reputation)
  • Compliance and audit trails
  • Brand consistency
For example, instead of [email protected], emails come from [email protected] or [email protected].

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Pre-Built Templates

Ari uses professional, customizable email templates for common AR workflows:
Professional invoice delivery with attachment and payment terms clearly stated.
Friendly reminder for moderately overdue invoices.
More formal reminder for significantly overdue invoices.
Write your own email message and Ari will format it professionally and send it from your domain.

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Email Workflows

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Send an Invoice

1

Request email

2

Review the draft

Ari drafts the email and shows you exactly what will go out:
3

Send it

Click Send Email to send immediately, Schedule send to pick a time, or Discard to start over.
4

Monitor response

Ari watches for replies. When the customer responds, you’ll get a Slack notification:

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Send a Collection Reminder

1

Request reminder

2

Review the draft

Ari picks the right tone for how overdue the invoice is (friendly at 30 days, firmer at 60) and drafts it:Want a different tone? Reply “make it more formal” and Ari revises the draft.
3

Send and track

Click Send Email, and Ari confirms and watches the thread:

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Customize Email Recipients

Not sure who to send to? Ari can help:

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Email Threading and History

Ari maintains email threads so you can see the conversation history:

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Email Templates

You can customize your email templates to match your brand and tone. Common customizations:
  • Company name and branding in the footer
  • Signature with your name and title
  • Payment instructions specific to your business
  • Contact information for billing questions
  • Logo or header (optional)
To customize templates:
  1. Go to LedgerUp Settings → Email Templates
  2. Select the template to customize (Invoice, Reminder, Collections, etc.)
  3. Edit the subject, body, and footer
  4. Preview and save
Once customized, Ari will use your templates for all emails.

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Important Considerations

Emails are sent from your company domain. Make sure:
  1. Domain authentication: Ensure your email domain is verified in LedgerUp settings for SPF, DKIM, and DMARC compliance
  2. Email addresses: Always verify customer email addresses before sending
  3. Tone and compliance: Be mindful of local regulations when sending collection emails (especially outside the US)
  4. Professional tone: All communications should be professional and respectful
Ari includes legal disclaimers automatically in collection emails where required.
All emails sent by Ari are logged in your LedgerUp dashboard and are searchable for audit purposes. You can view:
  • Who emails were sent to
  • When they were sent
  • Whether they were opened
  • Customer replies and response history

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Email Deliverability

For best results:
  • Use consistent email addresses — If you’ve been emailing from one address, keep using it to maintain trust
  • Include personal touches — Use customer names and personalize when possible
  • Avoid spam triggers — Ari avoids common spam words, but review emails if they seem formal
  • Monitor bounce rates — If you see bounced emails, update customer email addresses in your CRM

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Privacy & Compliance

Ari respects email opt-out preferences. If a customer has requested not to receive emails:Keep customer preferences up to date in your system.

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Unsubscribe Options

Professional email templates include an unsubscribe option. Customers can manage their email preferences, and Ari respects those preferences.

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Common Patterns

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Quick Invoice Send

Ari finds the most recent unpaid/draft invoice and sends it.

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Batch Reminders

Ari drafts every email and shows one approval screen with all recipients before anything sends.

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Custom Message

Ari formats and sends the custom message professionally.

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Next Steps

Start using email in your AR workflows:
  1. Playbooks — See how invoices and reminders are sent
  2. Stripe Integration — Understand invoice creation
  3. HubSpot/Salesforce Integration — Find the right contacts to email