Automated Invoice Reminder & Escalation Workflow

This workflow runs daily (or on manual trigger) to fetch all outstanding invoices from Xero, filters those nearing or past their due dates, and uses an AI-driven agent to generate and send the appropriate reminder email via Gmail. It reads and updates a Google Sheet to track which reminder types have already been sent, preventing duplicates. For final overdue notices, it escalates by notifying management through Slack, and logs all sent emails in a designated Slack channel.

Last Updated

May 29, 2025