Client billing follow-up
Match payments to invoices, find who is overdue, and draft the nudge that gets you paid.
How this workflow runs
- Trigger: Invoices are coming due
- Apps: Stripe, QuickBooks, Gmail
- Example ask: Follow up on unpaid client invoices
- What you get: Overdue invoice list with context and ready-to-send follow-ups
What Runner completes
- Checked invoice status
- Matched recent payments
- Found account context
- Drafted follow-up emails
Receivables get handled without turning every follow-up into a manual search.