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仕事

Invoice chaser: Sheet + Gmail drafts, ask first, escalate in three

Unpaid invoices sit past due while you forget who got which reminder.

共有

困っていたこと

KNOX (@knoxtwts) walks a full invoice-chaser setup: one Google Sheet (client, amount, due, paid, reminders sent), connect Sheets + Gmail, run a hand check for unpaid past-due rows that drafts polite reminders, add Auto-review ask-first before any external email, put escalation in the bot description (friendly → firmer → ask whether to call), save as a skill, then a Monday 9am routine that reports who paid / replied / still late. Plain words, no code. Not affiliated with xAI.

インストールまたは作成するもの

Sheet as source of truth → draft reminders → ask-first gate → skill → Monday routine.

ボット

  • Invoice chaser

    Reads the sheet, drafts reminders, logs escalations; never sends alone.

プラグイン

  • Gmail

    必須

  • ブラウザ

    任意

ルーティン

  • 初回の実行では使いません。まず手動で1回通して確認してください。

プロンプト

Check unpaid invoices and draft reminders (author-quoted)

Quoted from @knoxtwts — as published. Do not invent a second system prompt.

check my invoices sheet, find every unpaid invoice past its due date, and draft a polite reminder email for each one with the invoice number, amount and due date

初回実行

  1. 1Read https://x.com/knoxtwts/status/2112681021661708692 (credit @knoxtwts).
  2. 2Keep every invoice in one Google Sheet: client, amount, due date, paid or not, reminders sent.
  3. 3Connect Google Sheets and Gmail in Connect apps.
  4. 4Run once by hand with the author-quoted check prompt; enable ask-first before any external email.
  5. 5Save as skill "invoice chaser", then schedule Monday 9am to report who paid, replied, or is still late.

承認フェンス

Ask first before sending any external email; you mark paid and decide call vs keep chasing.

調整ポイント

Steal the fence: every reminder is a draft until you say yes; escalate in three logged steps.

出典

KNOX @knoxtwts · 元の投稿

xAI とは提携していません。このプロンプトは当サイトが書いたものではありません。第三者テンプレートの規約も適用されます。

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