Chase overdue invoices automatically with AI-written reminders

Drafts personalized reminder emails for overdue invoices, logs everything, and alerts your accountant.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2) ยท Transient Trigger (23)

flowchart TD trig>"invoice becomes overdue"]:::trig s0["draft personalized reminder email"]:::task s1[("log invoice in spreadsheet")]:::store s2["send reminder to client"]:::svc trig --> s0 s1 --> s2 gx{"+ which actions to trigger"}:::gate s0 --> gx p00["send Slack message"]:::task gx -->|"alert accountant with PDF"| p00 p10["add calendar event"]:::task gx -->|"schedule follow-up"| p10 p00 --> s1 p10 --> s1 out[/"reminder sent and follow-up scheduled"/]:::out pay{{"less time chasing payments"}}:::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 stepAn outside serviceA record or sheetEvery pathResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsEmail AutomationMessaging & NotificationsDocument Processing & OCRImage & Media ProcessingSpreadsheet & Database OpsScheduling & CalendarFinance & Accounting
Connects
StripeOpenAIGmailGoogle SheetsSlackGoogle Calendar
Featured in

The problem it solves

Chasing overdue invoices by hand is tedious and easy to forget, and it can feel awkward to keep asking clients for money. You end up copying invoice details into a spreadsheet, writing the same reminder email over and over, and hoping you remember to follow up before it's too late.

Who it fits

Accounting and bookkeeping firms that manage invoicing and collections for clients.

How it works

  1. A new or overdue invoice starts the process
  2. AI drafts a personalized reminder email based on the payment status
  3. The invoice details are logged in a spreadsheet
  4. Your accountant gets a Slack alert with a PDF copy of the invoice
  5. A follow-up is scheduled on the calendar and the reminder email is sent to the client
What you get

Overdue invoices that get chased without awkward calls

Every overdue invoice gets a personalized reminder written for you, everything gets logged, and your accountant gets alerted automatically.

What you get

A logged invoice record, a sent reminder email, a PDF invoice, and a scheduled follow-up.

What you need

A Stripe account, an OpenAI API key, and Google Sheets, Gmail, Slack, and Google Calendar accounts.

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

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