Use casesFollow-ups

Chase overdue invoices every morning 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, drafts a polite chase in Gmail for each customer, and posts the total outstanding to Slack with the worst offenders first. 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 their due date, draft a polite chase per customer in Gmail for me to approve, and post the total outstanding to #finance in Slack with the worst offenders first.

QuickBooks

Gmail

Slack

Build this agent

200 credits to start · no credit card

What the agent actually does.

Read the open invoices
The agent opens QuickBooks and pulls every unpaid invoice with its customer, amount, due date and how long it has been late.
Pick out what is past due
Invoices past their due date go on the list. Anything paid, credited or not yet due is left alone, so nobody is chased for money they already sent.
Draft a chase per customer
In Gmail the agent writes one polite draft per customer, covering all of their late invoices in a single email, and saves it 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 the collections that actually matter.
Leave a record
Each invoice read and each draft written is recorded step by step, so the numbers can be traced before anybody chases anybody.

Make it yours.

For the founder or operations lead who keeps the books alone, and who postpones chasing because writing 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 offenders 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 anything back to QuickBooks — Mitra reads the invoice list and writes the email.