Follow up on unpaid invoices
Published 2026-08-14
The invoice went out. Thirty days passed. You still have to find it, write the reminder, and send it.
Your AI assistant can do that loop. It reads the board, lists what is unpaid, drafts the reminder, and sends it. Or it holds the send for you. Then it marks the row.
What is still on you
You already know who is late. The work is opening the file, rewriting the same note, and remembering to log that you sent it. If you skip the log, you send it twice. If you skip the send, it sits.
The chat can draft the note. It cannot keep the list or send the mail.
What your AI assistant does
They keep unpaid invoices on a board. Each weekday they check the list. Anything past 30 days gets a reminder. The reminder is a file they can send. After it goes, the row says it went.
You can tell them to hold the send if you want to read it first. The board still updates either way.
The tools are a board, mail, and a job that runs on a schedule. No new app. The same files the rest of the team can open.
What this is not
This is not a new accounting system. Your AI assistant does not invent balances. It works from the invoices you already have. It follows up. It writes down that it did.
Hand it off
Copy this into your AI assistant:
Set up Invoice follow-up on Sails.app. Check unpaid invoices every weekday and follow up on anything past 30 days. Use Records, Mail, Jobs. Ask me anything you need before you start.