Automation
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- Automation
Invoice reminder automation
Plan an automation that finds overdue unpaid invoices and prepares polite reminders for you to approve.
Start with this template
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Suits
- Freelancers and small businesses who chase late payments by hand
- Anyone who loses track of which invoices are overdue
Result
Define where invoices are tracked, when a reminder is due, the wording and the approval step, so an AI assistant can build a reminder flow that never contacts a client without your approval.
Example outcome — the rule that decides when an invoice is overdue, two reminder message templates, the approval step, and a log of what was sent. This is an example plan, not a running automation.
Steps
- Make sure every row of the invoice list has a reliable due date and paid status.
- Write the overdue rule and the reminder schedule, including when to stop.
- Draft the reminder messages with placeholders for invoice number, amount and due date.
- Require your approval before each reminder is sent, and log every one that is.
- Ask the assistant for a first version, test it on invoices addressed to yourself, and check the log.
Checks
- Only invoices that are unpaid and past due are selected.
- No reminder is sent without your approval.
- No client receives more than the agreed number of reminders.
- Every sent reminder is logged with its date and invoice number.
Limits
- A reminder for an invoice that was already paid damages trust; the plan depends on your list being current.
- Rules on collecting payments differ by place; this template is not legal advice.
- This is planning guidance: it does not build, publish, send, or run anything.
Before you start
- An invoice list you keep up to date
- An email account you are allowed to send from, connected through its own settings
Permissions
- None. This template does not request filesystem, network, shell, secret, or account access.
Your answers
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Technical details
Version and content hash identify the reviewed wording of this template.
- Template version:
- v1
- Content hash:
sha256:45afba797d2483b889443626bb147c920757db35eb4b7c8f104884d5e55df2a8- Provider compatibility
- Not verified for any target. Codex: Unverified · Claude: Unverified · LM Studio: Unverified
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