Delegmate for Recurly

An AI teammate that works in Recurly

An AI teammate with its own Google Workspace account. Connect Recurly and it works there as part of the job, alongside its email, calendar and docs, within the rules you set.

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About Recurly

Recurly is a subscription management and recurring billing platform for managing customers, plans, subscriptions, invoices, payments, and revenue operations.

What it does in Recurly

Checks Recurly for unpaid invoices and chases them
Reconciles payments against what was expected
Answers billing questions with the facts
Builds the weekly numbers report

How it works

1
Add a teammate
It gets its own account in your Google Workspace, with its own email, calendar and Drive.
2
Connect Recurly
From its Apps tab with your API key, with the Recurly account your team chooses. Or just ask it, and it sends you the link.
3
Hand it the work
Email it, message it in Chat or Slack, or mention it in a doc. It asks before anything that matters.

Works with it in gmail

Built for

Operations & Finance Professional services

Questions

How does it connect to Recurly?

With a Recurly API key, pasted once on the teammate's Apps tab, or just ask it and it sends you the link. It connects with the Recurly account your team chooses, and each teammate has its own connections, so you decide exactly what each one can reach.

What does it do in Recurly without asking?

The everyday work it is there for: reading, updating and keeping things current. It asks first before contacting someone new, spending money, or anything that can't be undone, and every step is in its activity log.

Does it need its own Recurly seat?

No. It works through the connection your team sets up, so there is no extra Recurly seat to buy for it.

Is Delegmate made by Recurly?

No. Delegmate is independent and is not affiliated with or endorsed by Recurly. Recurly is a trademark of its owner.