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Run the overdue-invoice collections sweep every Monday

Every invoice past due, its history, and a drafted chase matched to how late it is.

OpsfinanceProfessional servicesMondays at 9am
Prompt
List every invoice more than [Days past due before chasing] days past due with client, amount, days late, and prior reminders sent. Draft a [Tone] reminder for each, escalating wording by aging bucket. Flag disputes and clients with more than one overdue invoice for a human call. Stage all reminders for approval and record the sweep on the obligations ledger.
Works with
Use this template Save as workflow
How Company OS runs it

Drafts, then waits. Anything that leaves the company is staged for your approval.

Run details

Agent nova · Approvals external communication · Output collections sweep with a receipt · Mondays at 9am