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Payment thank-you agent

Reads your payments sheet and writes a short confirmation for each new entry: what it was for, what it covered, and what happens next. Small courtesy, fewer "did you get my payment?" emails.

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Quick facts

Runs
Daily, 18:00
Needs
Google Sheet of payments received
Access
Read, and send with your approval
Setup time
About 3 minutes
Plans
Starter and up

What it does

  1. STEP 1

    Reads your payments sheet

    Read only.

  2. STEP 2

    Finds new entries

    Only ones not yet confirmed.

  3. STEP 3

    Writes the thank-you

    Amount and date straight from the row.

  4. STEP 4

    Sends on your say-so

    Or automatically, once you trust it.

Runs on its own

  • Reading the payments sheet
  • Finding new entries

Waits for your approval

  • Every confirmation, until you switch it to automatic

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

What you tell it when setting up

QuestionWhy it is asked
Tab with payments received (needed) For example: Payments
What happens after they pay? (needed) For example: Your order ships within two working days.
Anything else to include For example: Your formal invoice follows from our accounts team.

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
Payment reminder agent
Chases overdue invoices politely, so you do not have to.

Start the Payment thank-you agent free

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

Start free