Invoice reminder draft

SMB / AUTOMATE.md

When an invoice is 3 days overdue, draft a short reminder with the amount and a payment link, and hold it for me to send.

## Tone

-Friendly and short. The first reminder never mentions fees.

-Always include the amount, the due date and the payment link.

## How firm

Days overdue	Reminder
3	Friendly nudge
14	Firmer note, copy me
30	Flag it for a call instead

-Never send it — leave it in my drafts.

This is the whole automation. Run it as it is, or change any word, including the tools it names.

Reminder drafted the same day
Each customer nudged once, not five times

How it runs

1. Starts
When an invoice becomes 3 days overdue
2. Delivers to
Documents
3. You decide
Approve each time, or let the steps you trust run. Your choice.

Why small business owners set this up

Invoices go out and then go quiet, because chasing a customer feels awkward and gets put off until the money is already needed. A 30-day bill quietly becomes a 90-day bill, and the owner ends up financing the customer's delay out of their own account.

See the whole job: Overdue invoice chase

Use it as is. Or make it yours.

Edit it the way you would edit a note to a colleague. It follows the new version from the next run.

Change when it runs
Move it to another day or time, or start it when something arrives, like a new email.
Add your own rules
Limits, exceptions and what good looks like go in the same file, in plain words.
Decide what waits for you
Mark the steps that need your OK, and let the rest run.

You stay in charge.
At every step.

It does the admin. You decide what reaches a customer.

Nothing sent without your OK
Reminders and replies wait in your drafts until you send them.
Undo what you don't want
Every step is recorded, and a file it changed can be put back.
Only what you connect
Each automation reaches only the email, calendar and folders you give it.

Invoice reminder draft

Approve before it saves the document?

ReviewApprove

Before you download.

Where does it run?: On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?: Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?: It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?: Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?: No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Instead ofGood atWhere it stops

The features in your invoicing or booking app

Sending standard reminders inside that one app.

They stop at that app's edge and can't follow your own rules or exceptions.

Flowchart automation tools

Connecting apps if you have the time to build and maintain the flow.

Most owners never have that time, and every exception becomes another branch.

Doing it in the evening

Full control, every time.

It waits for you, and it slips when the week gets busy.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Other setups for the same job.

Aging invoice escalation

Every Monday, check invoice aging, list anything past 30 days, and Slack me the total and who to call.

When an invoice is more than 30 days overdue

Weekly overdue list

Every Monday, pull overdue invoices and email me one list with the amount, the days late, and the customer.

Every Monday at 8:00am

Related workflows

Getting paid faster

Send the invoice the day the work is finished, with a payment option attached to it.

2 automations

Invoice processing

Turn an incoming invoice into a matched, recorded line with the supporting document attached.

2 automations

Monthly owner summary

Turn a month of book, invoice, and time data into one page the owner can read on a phone.

3 automations

Start with one job.
Make it your own.

macOS — coming soon

1
Get the app
It runs on your computer, next to your files.
2
Add the automation
Paste the instructions into the app, or save them as a file next to your work.
3
Try it, then turn it on
Run it once and check the result. It only runs on its own once you switch it on.