Peak Automations / Payment recovery
The payment failed.Nobody noticed.
A declined card or a bounced direct debit often only shows up at month-end close. Peak Automations knows the trigger “payment failed”. It becomes a note in the Inbox, a task for the person in charge and, if you want, an AI draft of a friendly message to the customer. Sending through Gmail waits for your confirmation.
One answer changes the follow-up
Pick a sample rating.
Local draft · no product activationTry the sample rule. Nothing is sent.
02 / The next question
Who then gets in touch with the customer, and with what message?
AI draft is ready, sent only after confirmation.
Explainer · fictional customer Kranich Reisen · not the product interface
Check the rule yourself
How fast do you respond?
Pick a value. At 0 to 6 the question about ownership appears, from 7 up you go straight to the automation. Nothing is connected or sent.
Local rule demo · Please use neutral sample details only.
Pick a rating to see the next step.
The answer sets the direction.
- Rating
- —
- Follow-up
- Waiting for a rating
No example picked yet.
From failure to resolution
Ownership first. Then the message.
The sample rule: if your response to failures feels slow at 0 to 6, first settle who is in charge. From 7 up it pays to describe the automation right away.
- 01Detect
The failure becomes the trigger.
TriggerPayment failed, detected in Peak Finance.
“Payment failed” starts the automation. Repeated reports are caught by a duplicate check.
Event → one run - 02Assign
One person gets the task.
0–6Follow-up7–10FinishPeak creates a task with a due date and posts a note in the Inbox. That way the case doesn't get stuck in someone's mailbox.
Task → Peak Task - 03Confirm
The message goes out only after approval.
MessageAI draft is ready, sent only after confirmation.
The AI step drafts a short text. The Gmail action waits in the Inbox until someone confirms.
Sample artifact → confirmed draft
The next proof is the product
Describe who handles failed payments.
In Peak Automations you pick the trigger “payment failed”, set the task, note and draft, and switch it on after the test run. A second flow can react to incoming Stripe payments.
Start with Peak AutomationsPeak Automations / Your next step
A failed payment needs a person.
Check both paths in the example. Then describe who is in charge of the next failure.
See the payment example
Someone takes care of it.
AI draft is ready, sent only after confirmation.
Frequently asked questions
How does Peak know a payment failed?
Through the trigger “payment failed” from Peak Finance. Incoming Stripe payments can start another automation.
Does Peak retry the charge?
No. Peak charges nothing and sends no dunning sequences on its own.
Does the message to the customer go out automatically?
No. The Gmail step waits in the Inbox until someone confirms.