This automation recipe keeps cash moving without turning your week into a chasing exercise. It ages every open invoice, drafts the next reminder, and escalates the accounts that cross your threshold to the person who can pick up the phone.
Why This Matters
Receivables slip because chasing is nobody's favorite job and everybody's optional one. A scheduled aging pass makes the chase a mechanism instead of a mood, and the owner only sees the accounts that actually need a human.
What This Automation Does
- Structured memory: Track invoice number, customer, amount, due date, days overdue, last contact, and owner.
- Decision views: An aging table by bracket and a board for accounts in active collection.
- AI assistance: An agent drafts each reminder in the tone the relationship deserves.
- Execution: Scheduled reminders go out on your ladder, and anything past the final bracket routes to a named owner.
How To Use It
- Connect your invoice records and confirm due dates are accurate.
- Set the reminder ladder and the escalation bracket.
- Name the owner who handles escalated accounts.
- Review the aging table weekly rather than monthly.
Who It Is For
Finance teams, agencies, and any operator invoicing on terms.
Capability Boundary
This sends reminders and routes records. It does not take payment decisions or make credit assessments for you.
Build it in Taskade, extend it with the bookkeeping automations, or start from automation triggers.