agentbeginner~1 hour

Invoice Reminder

An Ambassador that monitors overdue invoices and sends graduated reminder emails — friendly nudge, firm follow-up, final notice — based on how late the payment is.

What You'll Build

An invoice reminder agent that monitors your overdue invoices daily, sends graduated reminder emails (friendly → firm → final notice), and creates escalation tasks when payments remain outstanding.

Sections Included (3)

Overdue Scanner

Identifies invoices past their due date

Escalation Engine

Selects appropriate reminder level based on days overdue

Reminder Delivery

Sends the right email template and logs the attempt

Design

Colours: Navy and gold — WaymakerOS defaults
Typography: System — no frontend
Mood: Professional, firm but friendly

What This Deploys

Tables

invoice_reminders

Tracks invoices, due dates, and reminder history

reminder_templates

Email templates for each escalation level

Ambassadors

invoice-reminder

Checks for overdue invoices and sends graduated reminders

Replaces

ChaserGoCardlessManual reminder emailsSpreadsheet tracking

Details

Category: agent
Difficulty: beginner
Time: ~1 hour
Commander Tools: Tables, Tasks
Host Tools: Ambassadors
Topics: finance, operations

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