Chase Overdue Invoices by Email from Google Sheets

# AI Invoice & Payment Follow-Up Agent ## 🧨 Problem Freelancers, agencies, and businesses often deal with late payments from clients. Manually tracking unpaid invoices, calculating how overdue they are, and following up takes time and often leads to inconsistent communication or missed revenue. ## ✅ Solution This AI Agent automates the entire invoice follow-up process. It scans unpaid invoices daily, calculates how many days they are overdue (Days Past Due / DPD), and sends personalized reminder emails with different tones depending on how long the invoice has been unpaid. ## 👤 This AI Agent Is For: - Freelancers and consultants - Digital agencies - Finance and billing teams - Subscription-based services - Anyone managing invoice collections ## 📦 Scope - Daily scan of unpaid invoices (via Google Sheets) - Filters invoices that are overdue - Calculates Days Past Due (DPD) - Generates personalized reminder messages with varying tone based on DPD - Sends follow-up via Email (can be extended to WhatsApp or Slack) - Logs all follow-ups for accountability ## ⚙️ How to Set Up 1. Replace YOUR_SHEET_ID with your actual Google Sheet ID that contains invoice data (columns like client_name, email, due_date, invoice_number, status) 2. Customize the reminder messages if needed (in the “Generate Message” node) 3. Set your email credentials in the Email node (SMTP or Gmail) 4. Optionally connect to WhatsApp API, Notion, or Slack for multichannel reminders 5. Activate the Cron Trigger to run daily > Optional: Expand the workflow with penalty logic, automated PDF resend, or Google Calendar reminders for internal finance tracking.