Use casesFollow-ups

Chase overdue invoices without writing the emails yourself

Mitra chases overdue invoices by reading QuickBooks every weekday at 9am. The agent lists what is past its due date and drafts a polite chase in Gmail for each customer. The total outstanding goes to Slack, worst first, and you approve and send every email.

Runs: Weekdays at 9am
Used by: Ops / Chief of Staff

The prompt

Each weekday at 9am, list the QuickBooks invoices past due and draft a polite chase per customer in Gmail. Post the total outstanding to #finance.

QuickBooks

Gmail

Slack

Build this agent

200 credits to start · no credit card

What the agent actually does.

Read the open invoices
The agent reads every unpaid invoice with its customer, amount, due date and how long it has been late.
Pick out what is past due
Anything paid, credited or not yet due is left alone, so nobody is chased for money they already sent.
Draft a chase per customer
One polite Gmail draft per customer covers all of their late invoices, saved for you to read and send.
Post the total outstanding
Slack gets the amount owed and the customers behind it, largest first, so the day opens with what matters.
Leave a record
Each invoice read and each draft written is recorded, so the numbers can be traced before anybody is chased.

Make it yours.

For the founder or operations lead who keeps the books alone, and postpones chasing because the email feels awkward. Change any of this by saying so — there is nothing to rewire.

Only chase invoices more than 14 days late.
Send anything over 60 days late to you as a direct message.
Read the invoices from Xero or Stripe instead of QuickBooks.

Questions, answered.

How do I chase overdue invoices without doing it by hand?

Mitra reads QuickBooks every weekday at 9am, finds the invoices past their due date, and drafts one polite chase per customer in Gmail. Each draft names the invoice, the amount and how many days late the payment is. Mitra posts the total outstanding to Slack, worst first.

Who sends the invoice chase — Mitra or me?

You do. Mitra leaves each chase in your Gmail drafts, so a person reads the tone and presses send on it. The agent never takes a payment, applies a credit or writes back to QuickBooks, because reading the invoice list and writing the email is the whole job.