Chase overdue invoices with automatic reminders and Slack alerts

Sends escalating payment reminder emails based on how overdue an invoice is, and alerts your team on Slack for the worst cases.

How the work actually flows

It branches. Exactly one path is taken; runs once per each overdue invoice.

Pattern: Exclusive Choice (4) · Simple Merge (5) · Multiple Instances with a priori Run-Time Knowledge (14)

flowchart TD trig(["daily schedule or manual run"]):::trigtime s0[("pull overdue invoices")]:::store s1[["calculate days overdue per invoice"]]:::mi s2["post daily summary to slack"]:::task trig --> s0 s0 -->|"one per each overdue invoice"| s1 gx{"× how overdue is the invoice"}:::gate s1 --> gx p00["send friendly reminder email"]:::task gx -->|"early stage"| p00 p10["send warning reminder email"]:::task gx -->|"serious stage"| p10 p20["send final notice email"]:::task gx -->|"critical stage"| p20 p21["alert team on slack"]:::task p20 --> p21 jn{"○ back to summary"}:::gate p00 --> jn p10 --> jn p21 --> jn jn --> s2 out[/"reminders sent and critical accounts flagged"/]:::out pay{{"faster collections with less manual chasing"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepRuns once per itemA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Email AutomationMessaging & NotificationsAPI & Webhook IntegrationScheduling & CalendarFinance & AccountingSecurity & Compliance
Connects
GmailSlack
Featured in

The problem it solves

Chasing down late payments by hand means you're either sending the same generic reminder to everyone or forgetting to follow up until it's really overdue. By the time you notice a serious problem, weeks have gone by and no one on your team was flagged to step in.

Who it fits

Finance teams, property managers, and service businesses that bill clients on invoices.

How it works

  1. Runs on a daily schedule or can be triggered on demand
  2. Pulls your list of overdue invoices from your billing system
  3. Figures out how many days each invoice is overdue and picks the right tone
  4. Sends a matching reminder email, from a friendly nudge to a final notice
  5. Posts a Slack alert to your team for the most serious cases and a daily summary
What you get

Overdue invoices that get chased without you asking

Overdue invoices get automatic reminder emails that grow firmer the longer they sit, and your team gets a Slack alert for the worst cases.

What you get

Reminder emails sent automatically, a Slack alert for critical accounts, and a daily collections summary.

What you need

A billing system with an API, a Gmail account, and a Slack workspace.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Track invoices and automatically chase late payments by email

It logs invoices, emails reminders as they age, and alerts your team on Slack when accounts go to collections.

Advanced

Score property compliance risk and alert your team automatically

Scores each property record for compliance risk and automatically alerts the right person by email or Slack, then adds it to your tracking sheet.

Advanced

Flag suspicious transactions with AI and alert your team instantly

AI reviews every transaction for fraud risk and immediately alerts your team when something looks wrong.

Advanced

Send escalating reminders for overdue invoices automatically

Tracks unpaid invoices and automatically sends increasingly firm payment reminders until you get paid.

Advanced
Back to the AI Playbook