Operational Collections

Automate payment follow-ups

Monitor overdue invoices and automatically send collection emails to customers. The agent checks payment status, drafts personalized follow-up messages, and updates your records.

Duplicate Agent

How It Works

Triggers

Time-based (daily overdue check)Event (invoice overdue)Manual

Sources

CSV (invoice spreadsheet)

PDF (invoice copies)

Tools

Stripe

Slack

Output

Collection email, Updated payment status

Workflow

Trigger

Task

Action (needs approval)

Ready to Automate?

Duplicate this template and customize it to fit your specific workflow requirements.

Duplicate Agent