Follow Up on Overdue Invoices

Surface unpaid invoices and prepare a suitable next reminder for each customer.

During guided setup, the agent learns where invoice status lives, payment terms, reminder tone, escalation expectations, and when sending requires approval. Stripe, Gmail are included as a useful starting point, while the owner can choose preferred alternatives during setup.

The owner stays in control of priorities, judgment, cadence, and any external action. Setup starts with a small safe test and does not send, publish, delete, or modify external data merely to prove the workflow.