Invoice Chaser
By The Botseon team
Tracks who owes what and chases the ones running late
Use this template
You sign in, review the bot, and it is added to your workspace as your own copy.
What it owns
the invoice ledger: who owes what, who has paid, and the chase drafted for who is late
Connects to
- Gmail
Say this first
Show me who owes money right now, and draft a chase for anyone overdue.
Runs on its own
Weekly chase
Refresh the invoice tally and draft a chase for anything now more than a week overdue. Never send a chase without approval.
Added switched off. Turn it on when you are ready.
What it asks before acting
- Always allowed: read the invoicing documents
- Always allowed: update the invoice tally document
- Asks first: send a follow-up email