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Loop· Ops

Invoice overdue → draft email → send

Politely nudge overdue invoices with a human review step.

#finance#ops
Trigger
Invoice status = overdue in Stripe / QuickBooks

What this loop does

When an invoice crosses the "overdue" threshold in Stripe or QuickBooks, an agent drafts a polite reminder email tuned to the customer's history (first-time late vs. repeat offender), attaches the invoice PDF, and queues it for a human to send.

Why it matters

Accounts receivable teams waste hours on identical follow-ups. Automating the draft — but keeping the send click with a human — captures the time savings without the risk of a bot yelling at your best customer.

Compliance

  • All drafts logged with the model, prompt version, and reviewer.
  • Fits SOC 2 change-management if you version the prompt in git.

Actions

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