Workflow
AI Invoice Collection & Escalation System
This workflow automates overdue invoice follow-ups with AI-drafted escalating reminders. It monitors outstanding invoices and sends graduated messages over 30 days, improving collection rate from 78% to 95% without awkward conversations.
The problem
Chasing overdue invoices is awkward and time-consuming. Many solo operators avoid sending reminders out of discomfort, resulting in chronic cash flow problems and tens of thousands of yen left on the table every month.
The solution
The workflow monitors outstanding invoices in a spreadsheet, sends automated reminder emails at configurable intervals (7, 14, 21, 30 days), with AI drafting increasingly firm but professional messages. You are notified via Slack only when manual escalation is truly needed.
How it works
01
Track: Monitor invoice spreadsheet for overdue items daily
02
Draft: AI generates reminder email matching the escalation stage (polite → firm → formal)
03
Send: Automatically send via Gmail with appropriate tone and urgency
04
Log: Record all communications and payment status updates
05
Escalate: Notify you via Slack/Chatwork only when human intervention is needed
Results
Invoice collection rate improved from 78% to 95% within payment terms. Eliminated the psychological burden of chasing payments manually.
Stack
- n8n
- OpenAI
- Google Sheets
- Gmail
- Slack