Clients that closed or changed, for my insolvency team
Client businesses that closed, moved or changed, with what to do.
What it does
Every Monday: each client business in your table checked against the map; those that closed, moved or changed phone are listed with what to do, by xMap AI, for the insolvency and recovery team.
In one sentence: Mondays at 08:00, take your table, look each one up on online maps, spot what changed, write a summary of each with xMap AI, then email the list to you.
Why it is useful
A client that closes quietly can leave unpaid fees and open matters. Hearing about it the same week protects the firm.
Who it is for
Law, accounting & professional services. Law firms, accountants, notaries, translators and consultancies winning clients, choosing offices and serving them on time. Every use case for law & professional services
Best use cases
- An insolvency practitioner
- A debt recovery firm
- An accounting firm watching its clients
What each run gives you
- A weekly email
The time it saves
Mondays at 08:00. Doing the same work by hand takes about 60 minutes each time; it runs about 4 times a month, so it saves about 4 hours a month (an estimate). It is easy: 6 blocks.
The flow, block by block
- Every MondayTrigger · ScheduleStarts the flow on a timetable.
- My client businessesYour 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.
- Each client on the mapxMap data · Map business scanFinds businesses on online maps live: name, category, rating, address, phone, website and whether it is open.
- What changedLogic · What changedLets through only the places this flow found before whose details changed since: closed, a rating that moved, a new phone or website, a new name or address, or any field you name.
- Write what to do with xMap AIxMap AI · xMap LLMTell the AI what to do in plain words.
- Email me the listAction · 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
- Enrich a list once: A CSV of addresses or companies back with phone, website, rating and an AI score.
- Build your first flow in ten minutes: From a blank page to a flow that emails you a ranked list every morning.
- Map business scan: A live scan of online maps by type or your own search words.
- Your own tables and lists (My data): Upload a CSV, save lists of results, and use them in flows.
- Browser agent (web automation): An AI that works a website through a real browser: searches, filters, clicks through and reads.
- How to collect a list from a website that has no export: A directory, portal or catalogue read for you every week, with only the new entries sent on.
- Data enrichment: Adding details to records you already have.
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