Playbook · Finance
Invoice follow-up
Find outstanding invoices and prepare the right follow-up for each client.
Google Drive
GmailChasing invoices is easy to put off and awkward to get right. This finds what's late, checks what was already said, and drafts a follow-up in the right tone for each.
What you’ll get
A list of overdue invoices, and a polite follow-up draft for each, ready for you to send.
Example output
| Client | Invoice | Late | Last word | Draft |
|---|---|---|---|---|
| Acme | #1042, $4,800 | 38 days | "Paying next week" (Oct 2) | Second reminder |
The method
4 steps- 1Find the invoices.
Open the invoices folder in Drive and list each one with its client, amount and due date.
Google Drive - 2See what's overdue.
Keep the ones past the overdue mark, oldest first.
- 3Check the thread.
For each, find the last email with the client about it: a promise to pay, a question, nothing.
Gmail - 4Draft the follow-ups.
One short email per client, friendlier for a first reminder, firmer for a second, with the invoice attached. Save each as a draft.
Gmail
A playbook is a method your AI assistant follows with your own accounts, connected to Upsy: you choose what each assistant may use, and it never gets more than that. Add this one to your Upsy, change it to how you work, and ask any assistant to run it.