Set up an email chase agent for overdue invoices

A small-firm owner used an email agent to follow up on unpaid invoices and missing paperwork until there was a clear answer or payment.

Done with Custom agent· Intermediate

What they did
They built an email-based agent for small firms that checked for overdue invoices and incomplete admin. The agent kept sending polite follow-ups until it got a yes, a no, or payment, and passed any judgment calls back to the owner. It also kept a running record of promises and context so later emails stayed consistent.
How it went
They did not share recovery or revenue totals. The main takeaway was that the system was easier to build than to sell, and they were still unsure whether this kind of outbound lead generation would work for the niche.
Tips
For this kind of workflow, keep a human in charge of anything that could hurt a client relationship. A good pattern is to queue risky messages for review instead of letting the agent send them on its own.

Try it yourself with Zapier Agents

Help me build an email follow-up agent for [business type]. Each day, check [accounting system/spreadsheet] for invoices that are more than [number] days overdue and for missing paperwork from [clients/vendors]. Draft a polite reminder for each case and keep following up every [number] days until the person pays, confirms, or رفضs/declines. Before any message is sent, show me the draft for approval if it includes a payment request, deadline, deletion, submission, or any other risky action. Keep a running log of promises, replies, and next steps, and send me a daily digest of anything that needs my decision. If someone declines or the issue needs judgment, stop the automation and escalate it to [email/Slack].

Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.

Read the original on reddit.com ↗

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