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

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

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What hurt

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.

What to install or create

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

Bots

  • Invoice chaser

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

Plugins

  • Gmail

    Required

  • Browser

    Optional

Routines

  • None on the first run. Watch one manual pass first.

The prompt

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

First run

  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.

Approval fence

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

What to tweak

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

Source

KNOX @knoxtwts · Original post

Not affiliated with xAI. We did not write this prompt. Third-party template terms still apply.

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