Send automatic reminders for unpaid invoices before they escalate

Checks unpaid invoices daily and emails friendly, urgent, or final reminders based on how overdue each one is.

How the work actually flows

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

Pattern: Exclusive Choice (4) · Multiple Instances with a priori Design-Time Knowledge (13)

flowchart TD trig(["daily overdue invoice check"]):::trigtime s0[("Pull unpaid invoices")]:::store s1[["Check each invoice overdue level"]]:::mi s2["Determine reminder needed"]:::task s3["Send reminder email"]:::task trig --> s0 s0 -->|"one per each unpaid invoice"| s1 s1 --> s2 gx{"× how overdue is the invoice"}:::gate s2 --> gx p00["Send friendly notice"]:::task gx -->|"friendly reminder"| p00 p10["Send urgent notice"]:::task gx -->|"urgent reminder"| p10 p20["Send final notice"]:::task gx -->|"final reminder"| p20 p00 --> s3 p10 --> s3 p20 --> s3 out[/"overdue clients reminded automatically"/]:::out pay{{"keeps cash flow moving without manual chasing"}}:::pay s3 --> 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 onlyResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Email AutomationImage & Media ProcessingSpreadsheet & Database OpsFinance & Accounting
Connects
Airtable

The problem it solves

Chasing unpaid invoices eats up time you don't have, and it's easy to forget which client needs a gentle nudge versus a final warning. Left too long, overdue invoices hurt your cash flow.

Who it fits

Small business owners and finance teams who bill clients and need to stay on top of collections.

How it works

  1. Runs on a set schedule
  2. Pulls all unpaid invoices from your records
  3. Sorts each invoice by how overdue it is
  4. Checks whether a reminder is due
  5. Emails the client a friendly, urgent, or final notice
Quick estimate

Revenue this recovers

Only money already in front of your business. No uplift assumptions.

per month
$
per month
per month
0Invoices recovered per month
0Revenue recovered per year

You decide how many written-off invoices consistent reminders would recover. Invoices that would have been paid late anyway are not counted as recovered.

What you get

An email reminder sent to each client with an overdue invoice, matched to how late they are.

What you need

An Airtable account and an email sending account.

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

Back to the AI Playbook