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Payment reminder agent

Reads your invoice sheet, finds what is overdue and drafts a reminder that stays friendly the first time and firm by the third.

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Quick facts

Runs
Weekly, Tuesday 10:00
Needs
Google Sheet of invoices
Access
Read, and send with your approval
Setup time
About 5 minutes
Plans
Growth and up

What it does each week

  1. STEP 1

    Reads your invoice sheet

    Read only, nothing is changed there.

  2. STEP 2

    Finds what is overdue

    Past the due date, past your grace period, not disputed.

  3. STEP 3

    Writes the reminder

    Tone matched to how many times you have already asked.

  4. STEP 4

    Plans the next nudge

    Schedules a follow-up if the invoice stays unpaid.

Runs on its own

  • Reading your invoice sheet
  • Working out what is overdue

Waits for your approval

  • Every reminder, until you say otherwise

You can switch any task to automatic once you trust it.

What you tell it when setting up

QuestionWhy it is asked
How should they pay? (needed) For example: Bank transfer to ... , or UPI to ...
Wait this many days after the due date (needed) Used in the agent's instructions.
Tab with invoices For example: Invoices

Works well with

Finance
Invoice agent
Reads invoices sent to your inbox and logs them with tax details.
Finance
Expense sorting agent
Reads receipts and files them into your spending sheet.
Finance
Subscription audit agent
Finds the recurring charges you forgot you were paying.

Start the Payment reminder agent free

The free plan includes one agent and 100 runs a month.

Start free