Intelligent Invoice Collection System

Automate your accounts receivable and stop chasing payments manually. This workflow tracks invoices from multiple sources (Google Sheets, Airtable, HubSpot, or Notion), identifies overdue invoices, and sends personalized, AI-written follow-up emails at the right escalation level — all hands-off.

Here is a demo video to guide you through this workflow:

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🚀 What it does

• Multi-source invoice tracking
  Pull from Google Sheets (auto-creates template), Airtable, HubSpot Deals, or Notion

• Smart email deduplication
  Checks Gmail history; won't spam if a follow-up went out in the last 7 days

• AI-powered follow-ups
  Generates professional, tone-matched emails (polite reminder → firm → urgent) based on days overdue and previous attempts

• Real-time dashboard
  View total overdue amount, invoice status, urgency levels, and follow-up history

• Slack alerts
  Get notified each time a follow-up email is sent

• Scheduled automation
  Runs every weekday morning (9 AM UTC) or can be triggered manually anytime

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⚙️ Setup (5 minutes)

1. Connect your invoice source (Google Sheets recommended)
2. Connect Gmail (for searching history + sending emails)
3. Set overdue threshold (default: 7 days)
4. Optionally add Airtable / HubSpot / Notion as alternative sources
5. Optionally enable Slack notifications

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🎯 Who is it for?

Perfect for freelancers, agencies, and small teams tired of manual collection follow-ups.