PayPal, without opening the dashboard.
Ask who has paid, draft the invoice, issue the refund. Cedric proposes the money move in PayPal and waits for your yes.
100K credits ($50) on sign up. No card needed.
- PayPal holds the money, and checking it means leaving whatever you were doing.
- Ask in plain words: which invoices are unpaid, what came in this week, what the balance is before the payout.
- Cedric drafts and sends invoices, issues full or partial refunds, and captures or voids authorized payments, each proposed first.
- Disputes and chargebacks can be reviewed and answered from the thread, with the evidence you point to.
- Every move of money waits for your yes, and what Cedric can reach depends on what your PayPal account is approved for.
What can a PayPal AI agent do?
Most of what a team wants from PayPal is a question: did they pay, what came in this week, what is the balance before the payout goes out. A PayPal AI agent answers those from the conversation. Cedric looks up transaction history and account balances for reporting or reconciliation, checks whether an invoice has been paid, and lists the subscriptions running on a pricing plan.
The other half is acting on the answer. Cedric drafts, sends and cancels invoices, issues full or partial refunds on completed payments, creates payment orders and captures or voids the authorized ones, and sends money to several recipients in one batch payout. He can also set up products and pricing plans and create or manage the customer subscriptions on them. Each of these comes back as a proposal first. That is the money end of invoice follow-up: the reminder goes out, and when the payment lands Cedric can tell you.
When a customer disputes a charge, Cedric can pull up the case, summarize what the customer claims, and submit the response or evidence you approve. He can also add shipment tracking to a completed transaction, which is often the evidence a dispute needs. What Cedric can reach depends on what your PayPal account is approved for: payouts, subscriptions and disputes are features PayPal enables per account, and Cedric says so when one is out of reach.
Month end
Who paid, who did not, and one refund.
Marcus Feldman9:14 AM
@Cedric which of our September invoices are still unpaid? And Harbor Print paid invoice 1042 twice, refund the second one.
CedricAPP9:15 AM
Three September invoices are unpaid: Bluefin Studio 1045 (USD 800, due yesterday), Oak & Ash 1047 (USD 2,100, due Friday) and Tessellate 1049 (USD 450, sent Monday). Harbor Print 1042 shows two completed payments of USD 1,250, on 3 and 5 September. Proposed: a full refund of the second payment, USD 1,250, back to the card they used. The invoice stays paid and nothing else moves.
Looked up
Transaction history, balances, invoice status and subscriptions, for any period you name.
Proposed
An invoice sent, a refund issued, a payout batched, an authorized payment captured or voided: previewed first, done on your yes.
Answered
A dispute or chargeback summarized, with the response or evidence you approve submitted from the thread.
Connect PayPal in a minute
No setup project, no workflow builder, no field mapping. The flow is the same for every tool Cedric connects to.
- 01
Install Cedric where your team talks
One click. He joins your Slack like any other member, and everyone shares the same Cedric.
- 02
Connect PayPal from the dashboard
Open the Integrations page, pick PayPal and sign in on its own sign-in screen. Cedric never sees or stores your password, and you can revoke the connection in one click at any time.
Pick Read-only when you connect if you only want him reading. You can switch it later.
- 03
Ask in plain words
Back in the channel, try it: "which invoices are still unpaid this month?" You describe the outcome; Cedric picks the PayPal actions the ask needs. There is nothing to configure.
Connect for the whole workspace so the team shares it, or keep the connection personal. Two accounts are fine too; each gets a short name.
- 04
Let it become routine
Schedule the recurring version of the ask, and let Cedric fold PayPal into bigger jobs that cross your other tools. Anything that would leave your workspace still comes back as a preview to approve first.
Better in company
The reminder goes out through Gmail and the payment lands in PayPal; Cedric can do both in one ask: find the unpaid invoices, draft the nudge to each customer, and tell you when the money arrives. If subscriptions run in Stripe and one-off payments in PayPal, one question about revenue can cover both.
Month-end reconciliation usually ends in Google Sheets. Ask Cedric for the month's PayPal transactions against the sheet, and the differences come back named, without an export. That is the payment side of the weekly report.
Worth knowing
PayPal comes from Cedric's catalog of 3,200+ apps. He works from what the PayPal connection can read and do, the same list its card shows in your dashboard.
Every move of money is confirmed first. Refunds, payouts, captures and new charges are proposed with the amount and the recipient, and nothing moves until you say so.
Your account decides what is reachable. Payouts, subscriptions and dispute responses depend on what PayPal has approved for your account; Cedric tells you when a feature is not enabled rather than working around it.
The PayPal connection sets the scope. Cedric sees what it grants. Access is logged, and you can revoke it from the dashboard at any time.
Nothing sends itself. An email, a post, a change to a record: anything with consequences comes back as a preview for a person to approve.
FAQ
Yes. PayPal is one of the 3,200+ apps in Cedric's catalog. Connect it once from the dashboard, on PayPal's own sign-in screen, and ask in plain words. Cedric picks the actions an ask needs from what the connection can read and do, with no fields to map.
No. Invoices, plans and subscriptions still live in PayPal and follow PayPal's rules. Cedric drafts, sends and checks them from the conversation, so nobody opens the dashboard for a status question, and every send or charge is approved first.
He finds the completed payment, states the amount, full or partial, and the payer, and waits for your yes. A refund cannot be taken back, so Cedric never issues one on a guess; if two payments look alike, he names both and asks which.
Connect it for the whole workspace and everyone shares it, with one person authorising once. A connection you would rather not share, a personal inbox for instance, can stay personal to you.
Yes. Pick Read-only when you connect, or switch it later on the Integrations page. With write access, anything that changes or sends still waits for an approval.
Every workspace starts with 100,000 free credits (worth $50) on sign-up, no card. Plans start at $19 a month for the whole team, no seats. Each task uses credits in proportion to the work. See pricing.
Works well with PayPal
SquareSales, customers, catalog and stock looked up and updated from the thread, on your yes.
XeroInvoices, bills, payments and reports handled from the thread, every entry on your yes.
ShopifyOrders, stock, customers and discounts looked up and updated from the thread, on your yes.
WooCommerceOrders, products, coupons and stock reports handled from the thread, on your yes.
QuickBooksInvoices, payments, bills and the P&L handled from the thread, every entry on your yes.
HubSpotLooks up contacts, companies and deals, keeps them current, reports on the pipeline.
Connect PayPal in a minute.
Ask which invoices are unpaid, then see the refund he proposes before anything moves.
100K credits ($50) on sign up. No card needed.