Bibliothek / E-Mail-Automatisierung
E-Mail-Automatisierung
Collect and track lien waivers with Google Sheets, Gmail, and GPT-4o-mini
When an API call/webhook arrives, it handles email with OpenAI / ChatGPT using Gmail, Google Sheets.
Was sie bewirkt
## Collect and chase lien waivers ### How it works 1. An invoice webhook starts the request. Incomplete or duplicate invoices are stopped and finance is told. 2. A GPT-6.1-sol agent drafts the vendor email, and a fact check swaps in a template if the invoice, amount or due date is missing. 3. The request is logged and sent with retries. The Gmail id or a send failure is written back to the row. 4. A receipt webhook marks the waiver received only when the invoice exists and is still open, then clears payment. 5. Every morning vendors get up to three reminders and finance gets an overdue escalation. 6. Every Monday finance gets a summary of open waivers. ### Setup steps - [ ] Create the Waivers tab with the tracking columns - [ ] Connect Google Sheets, Gmail and OpenAI - [ ] Set the finance address in both normalize nodes - [ ] Connect the intake and receipt webhooks ### Customization Change the reminder window in Pick Vendor Reminders, the template text in Check Draft Facts, or the 08:00 and Monday crons.
Die Schritte
- When Payment Is Ready
- Normalize Invoice
- Validate Waiver Request
- Alert on Missing Details
- Draft Waiver Request
- Waiver Draft Model
- Prepare Email and Tracker Row
- Append Waiver Request to Tracker
- Email Waiver Request to Vendor
- When Waiver Comes Back
- Normalize Receipt
- Mark Waiver Received
- Email Payment Clearance Note
- Daily Overdue Check
Insgesamt 41 Schritte.
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