🔍 How It Works
🔍 How It Works This AI Agent checks your invoice database (Google Sheets) daily and looks for unpaid invoices that are past their due date. It calculates how many days each invoice is overdue (Days Past Due / DPD), then automatically crafts a follow-up message with an appropriate tone: 1–7 days overdue: Friendly reminder 8–14 days overdue: Slightly firm nudge 15+ days overdue: Final warning tone After generating the message, it sends the follow-up via email to the client and logs the interaction. You can extend this to send WhatsApp messages, Slack alerts, or update a CRM. ⚙️ Set Up Steps Connect Google Sheets : Replace YOUR_SHEET_ID in the workflow with the actual Sheet ID Make sure your sheet has these columns: client_name, email, invoice_number, due_date, status Adjust Cron Trigger By default, it runs daily — you can change the frequency in the “Daily Trigger” node. Configure Email Node Set your email sender (Gmail, SMTP, or Mailgun) in the “Send Email” node. Customize Messages (Optional) Modify tone and content in the “Generate Message” node based on your brand style. Run & Monitor Activate the workflow Monitor activity in Google Sheets or add a logging step (Notion, Slack, etc.). An n8n automation workflow template by Marth - Business Automation.
Marth - Business Automation
web
free
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