Automate Your Invoice Follow-Ups With This AI Agent
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Streamline your revenue collection with an AI-powered agent that automates invoice follow-ups. This workflow automatically identifies overdue invoices, sends personalized reminders, and ensures you get paid faster.
About This Workflow
Say goodbye to the manual hustle of chasing payments! The AI Invoice & Payment Follow-Up Agent is designed to automate your entire accounts receivable process. It intelligently scans your unpaid invoices daily, identifies those that are past their due date, and calculates the exact number of days overdue. Based on this calculation, it crafts and sends personalized reminder emails with escalating urgency and tone. This not only saves you valuable time but also significantly improves your cash flow by ensuring consistent and timely follow-ups with clients.
Key Features
- Automated Daily Invoice Scanning: Regularly checks your Google Sheet for overdue invoices.
- Intelligent DPD Calculation: Automatically computes Days Past Due for each invoice.
- Dynamic Message Generation: Crafts personalized email reminders with varying tones based on how overdue an invoice is.
- Email Communication: Sends follow-up emails directly to clients.
- Configurable Reminders: Easily adjust message content and email settings.
How To Use
- Connect Your Data: Update the 'Load Invoices' node with your Google Sheet ID and ensure your sheet contains columns for
client_name,email,due_date,invoice_number, andstatus. - Configure Trigger: Set the 'Daily Trigger' to run at your preferred time each day (default is 6 AM).
- Customize Messages: Adjust the
functionCodein the 'Generate Message' node to modify reminder text and tones for different DPD ranges. - Set Up Email: Configure your email credentials in the 'Send Email' node using your SMTP server or a service like Gmail.
- Activate Workflow: Ensure the workflow is set to 'Active' to begin automated invoice follow-ups.
Apps Used
Workflow JSON
{
"id": "7134dfde-b720-4450-9ac4-ab3960b63df9",
"name": "Automate Your Invoice Follow-Ups With This AI Agent",
"nodes": 23,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 7134dfde-b720...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
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