The job by hand
Chasing overdue invoices is the job everyone postpones: checking what is due, how overdue, drafting a reminder that is firm but not rude, then forgetting to send it.
The ask
Hello, show me which customer invoices need a reminder
What comes back
A Google Sheet lands in the Bookkeepers Receivables Follow-up Workspace folder in your Google Drive: Customer, Invoice, Amount due, Days overdue, Reminder draft and Approval status.
| Customer | Invoice | Amount due | Days overdue | Reminder draft | Approval status |
|---|---|---|---|---|---|
| Bright Foods Ltd | INV-1042 | $3,850 | 18 days | Reminder draft: polite second notice, statement attached | Ready to send |
| Copperline Studio | INV-1038 | $1,200 | 7 days | Reminder draft: friendly first nudge with payment link | Ready to send |
Sample data shown. Your workspace fills with your real work.
What it takes over
- Reads the exact inputs and sources you approve.
- Saves the work as a review-ready Google Sheet in the Bookkeepers Receivables Follow-up Workspace folder in Google Drive.
- Shows evidence, unknowns and blocks instead of guessing.
- Prepares the next action and stops at the human gate.
How buying works
- Buy once for $19. Three files arrive:
skill.md,setup-prompt.txtandusage-prompt.txt. - Hand the files to the assistant you already use. It sets the job up on Google, Microsoft or Zoho and tests it on fictional data.
- Approve the setup. It runs the job and stops at every external action for your sign-off.
Where it stops
It does not send, spend, publish, schedule or make a human decision without the exact approval that action needs.
Common questions
What does the tracking sheet show?
Customer, invoice, amount due, days overdue, reminder draft and approval status, in a Bookkeepers Receivables Follow-up Workspace folder.
Does it send the reminders?
It drafts them. Sending happens only on your approval.
How does it know an invoice is paid?
From the invoice records you point it at; setup wires the exact sheet.
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Questions people ask
What does the Receivables Follow-up Agent actually do?
It tracks open invoices and prepares reminder drafts: customer, invoice, amount due, days overdue, reminder draft and approval status. Chasing takes minutes. It prepares review-ready work and stops for your approval before anything is sent, spent, published or scheduled.
Which AI assistants work with the Receivables Follow-up Agent?
Any assistant that reads plain-text files: Instinct, ChatGPT, Claude, Gemini, Grok, DeepSeek, Perplexity, Microsoft Copilot, Hermes, OpenClaw, Town, Muse and others. You hand it three files - skill.md, setup-prompt.txt and usage-prompt.txt.
Is the Receivables Follow-up Agent $19 a subscription?
No. $19 is one-time. You download and keep the three files forever; there is no account and no renewal.
How long does setup take?
About 10 minutes: attach the files, run the setup prompt, approve the fictional-data test. It never touches real work until you approve the sample run.
Last updated 13 September 2026 · Reviewed by the AI Agent Skills team.