Invoice processing ·

Arden Insurance automates 34,000+ hours of work annually with Zapier

The problem

Arden's teams spent significant manual time sending past-due payment notices and handling mailing requirements for legal correspondence, consuming over three hours per day on the latter alone.

Workflow diagram · grounded in source
1
Past-due invoice triggers Zap
trigger
“A past-due invoice triggers a multi-step Zap”
2
Invoice logged to Google Sheet
integration
“The workflow adds the invoice to a Google Sheet”
3
Notice eligibility check
validation
“double-checks that it needs a notice”
4
Personalized email dispatched
output
“sends a personalized email with the invoice attached”
5
Invoice report email triggers workflow
trigger
“When a user sends an invoice listing report via email, a complex automated workflow is triggered”
6
Format, print, and confirm delivery
output
“The process handles everything, from formatting data to sending the letter to print to collecting proof of delivery”
Reported outcome

Zapier automation enables collection of over $150 million in revenue per year, removes 15 hours of manual work per week from the mailing workflow, and contributes to $500,000+ in annual overhead savings, with a target of automating 34,000+ hours of work in the year.

Reported metrics
Hours of work targeted for automation this year34,000+
Annual overhead savings$500,000+
Revenue collected annually via workflow$150 million
Manual work removed per week15 hours
Show all 5 reported metrics
hours of work targeted for automation this year34,000+
annual overhead savings$500,000+
revenue collected annually via workflow$150 million
manual work removed per week15 hours
time spent on mailing requirements before automationmore than three hours per day
Reported stack
ZapierGoogle Sheet
Source
https://zapier.com/customer-stories/arden-insurance
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Zapier automation enables collection of over $150 million in revenue per year, removes 15 hours of manual work per week from the mailing workflow, and contributes to $500,000+ in annual overhead savings, with a target…

What tools did this team use?

Zapier, Google Sheet.

What results were reported?

Hours of work targeted for automation this year: 34,000+; Annual overhead savings: $500,000+; Revenue collected annually via workflow: $150 million; Manual work removed per week: 15 hours (source-reported, not independently verified).

How is this invoice processing AI workflow structured?

Past-due invoice triggers Zap → Invoice logged to Google Sheet → Notice eligibility check → Personalized email dispatched → Invoice report email triggers workflow → Format, print, and confirm delivery.