Send weekly invoice summaries and overdue payment alerts

Every Monday, this emails a summary of paid, unpaid, and overdue invoices and pings your team about anything late.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig(["every Monday morning"]):::trigtime s0[("pull invoice rows")]:::store s1["calculate totals"]:::task s2["build email summary"]:::task s3["send email summary"]:::svc trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 gx{"× any invoices overdue"}:::gate s3 --> gx p00["send Slack alert"]:::task gx -->|"overdue found"| p00 p10["no alert sent"]:::task gx -->|"nothing overdue"| p10 p00 --> out p10 --> out out[/"weekly invoice summary delivered"/]:::out pay{{"stay ahead of late payments"}}:::pay 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 stepAn outside serviceA record or sheetOne path onlyResultPayoff
Build size
Advanced

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

Business functions
Email AutomationMessaging & NotificationsImage & Media ProcessingSpreadsheet & Database OpsReporting & AnalyticsFinance & Accounting
Connects
Google SheetsGmailSlack

The problem it solves

You track invoices in a spreadsheet, but nobody actually opens it until cash flow feels tight, and by then invoices that should have been chased weeks ago are still sitting unpaid.

Who it fits

Freelancers, agencies, or small businesses that track invoices in a spreadsheet and want to stay ahead of late payments.

How it works

  1. Every Monday morning, the system pulls all rows from your invoice spreadsheet
  2. It calculates totals for paid, unpaid, and overdue invoices
  3. It builds an email summary showing the overall picture and a breakdown of overdue invoices
  4. You receive the summary by email
  5. If anything is overdue, your team also gets a Slack alert with the details
What you get

Overdue invoices flagged before they're forgotten

You get a clear weekly picture of paid, unpaid, and overdue invoices delivered by email, with your team alerted to anything late.

What you get

A weekly email summary of invoice status and a Slack alert for anything overdue.

What you need

A Google Sheets account, 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

Extract invoice data with AI and forecast your cash flow

Reads every invoice submitted, flags fraud risk, and predicts how it will affect your cash flow over the next 90 days.

Advanced

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

Match invoices to purchase orders automatically before you pay

Compares each invoice against its purchase order and delivery receipt, then flags mismatches before money goes out.

Advanced

Generate and track invoices automatically when a deal closes

When a HubSpot deal closes, this creates an invoice, emails it, tracks payment, and alerts your team if it's late.

Advanced
Back to the AI Playbook