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The payment reminder agent

One overdue invoice, a check for the payment every morning, and a reminder only when one is due.

What you will build

One invoice, one job. Claude reads the real invoice, checks the payment hasn't already landed, and writes a three-email ladder in your voice: friendly on day 1, firmer on day 4, asking for a date on day 8. Then a scheduled task checks for the payment notice every morning and drafts the next reminder only when it is due. When the money arrives, it writes nothing more and tells you. Use it for the big invoice this month; the follow-up agent still sweeps the rest.

1 step · about 15 min

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Who this is for

Owners with one large invoice past due who are tired of remembering to chase it, and want every reminder to make paying easy.

What you need

A computer, a paid Claude plan and the email and calendar you use for work. Plan on about 15 min.

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The steps

  1. 1

    The big invoice. Chased until it's paid.

    The follow-up agent sweeps every open invoice on Monday. This one sits on the one that matters until it's paid.

    15 min

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