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AutoFlowsEngine

Template · Finance

Overdue invoice reminders

From an invoice export, total what each client owes and draft a polite reminder line per overdue invoice.

Steps

  1. 1

    Filter 6→3

    Keep where status equals overdue

  2. 2

    Sort 3→3

    By amount descending

  3. 3

    Format text 3→3

    Hi {{client}} — invoice {{invoice}} for {{amount|money}} was

Open in engine

OUTPUT ON SAMPLE DATA · 3 ITEMS

[
  {
    "text": "Hi Initech — invoice INV-304 for $7,300.00 was due on 2026-09-05. Could you let us know when to expect payment?"
  },
  {
    "text": "Hi Globex — invoice INV-302 for $1,850.00 was due on 2026-09-20. Could you let us know when to expect payment?"
  },
  {
    "text": "Hi Umbrella — invoice INV-306 for $540.00 was due on 2026-09-28. Could you let us know when to expect payment?"
  }
]