Collection visits around closures and rain

Today’s collection visits planned around rain and closures.

MediumDailyAI

Banks, lenders & insuranceFinance

Use this template

What it does

Every morning at 7:00: the road incidents and today’s rain near each collection visit in your table, with a visit order by xMap AI for the field team.

In one sentence: Every day at 07:00, take your table, find road closures, roadworks and other incidents, get the 1-day weather forecast, write a report with xMap AI, then send message in WhatsApp Business and email the list to you.

Why it is useful

Field visits fail in rain and traffic. A plan around them gets more done.

Who it is for

Banks, lenders & insurance. Banks, lenders, insurers and payment companies finding merchants, checking risk and planning branches. Every use case for banking & lending

Best use cases

  • A collections agency
  • A microfinance field team
  • A consumer lender

What each run gives you

  • A WhatsApp message

The time it saves

Every day at 07:00. Doing the same work by hand takes about 30 minutes each time; it runs about 30 times a month, so it saves about 15 hours a month (an estimate). It is medium: 7 blocks.

The flow, block by block

  1. Every morningTrigger · ScheduleStarts the flow on a timetable.
  2. Today’s visitsYour data · My dataBrings in a table you uploaded or a list you saved on the My data page: your stores, customers, target accounts or sites.
  3. Incidents near each visitxMap data · Traffic incidentsRoad closures, roadworks and other incidents on online maps right now, with where they are.
  4. Forecast for 1 daysxMap data · Weather forecastThe weather forecast (Open-Meteo, from national weather services) for up to 16 days: temperature, rain, wind and UV.
  5. Write the visit planxMap AI · xMap LLMTell the AI what to do in plain words.
  6. Send the planApp · WhatsApp BusinessSend text, media and template messages from your WhatsApp Business number.
  7. Email me the resultsAction · EmailSends one email per run with all the items, or one email per item.

Every block can be changed after you use the template: the city, the type of place, the score, where the results go.

Use it now

Answer a few questions, enter your work email, and it runs in your own account, kept running until you pause it. Use this template.

How to set it up

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