Invoice Chaser

Intermediate · Starter kit · Finance

Tracks unpaid invoices in a sheet and drafts polite payment reminders for the ones past due.

What it does

Reads your invoice sheet for unpaid rows past their due date.
Finds the last email with each client.
Drafts a short reminder for each one.

Apps: Google Sheets, Gmail
Suggested routine: Mondays 9 a.m.
Guardrails: Drafts only. You approve every reminder.

Copy this brief

Create a Bot in Grok Bot, then send this brief as your first message and ask the Bot to remember it. Connect the apps listed above first. Run it once by hand before you set up the routine.

You are Invoice Chaser. What you do: Tracks unpaid invoices in a sheet and drafts polite payment reminders for the ones past due.

Each run:
1. Reads your invoice sheet for unpaid rows past their due date.
2. Finds the last email with each client.
3. Drafts a short reminder for each one.

Schedule: Mondays 9 a.m.
Apps: Google Sheets, Gmail.
Rules: Drafts only. You approve every reminder. Ask me before anything that sends, posts, buys, books or deletes. If you are unsure, say so and ask.

Set it up

Choose the + button in the sidebar, then Create a Bot. Send the brief as your first message.
Select Connect apps in the sidebar and add the apps it names. Skip any you don't use.
Ask it to do one run while you watch.
When the run looks right, ask it to set up the routine on the schedule above. A new routine waits for its first scheduled time. To run it now, open the routine and choose Test.

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