What it does
An AI Employee watches due dates you define (invoices, forms, renewals) and sends the reminder that matches the age of the item.
AI Workforce / Finance
Finance
Overdue Reminders
WHEN A DUE DATE PASSES
The problem
Due dates pass quietly. Nobody notices until the aging report is already ugly, or a customer is surprised by a late notice.
Trigger
Starts when a due date passes.
Tools and systems
Connections depend on your deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
- SMS
- Google Sheets
- CRM
- Calendar
- Slack
What it reads
- Messages in the connected inbox
- Inbound texts on connected numbers
- Rows and columns you map in Google Sheets
- CRM records, notes, and fields you map
- Availability and events on connected calendars
- Internal alerts and threads you route to Slack
Actions it can take
- Reply or reach out on the connected channels you allow
- Check availability and book or update appointments when your rules allow
- Create or update CRM records with the fields you map
- Read and update mapped spreadsheet rows
- Notify the team in Slack with a summary
- Hand off to a person when the request is outside the playbook
Human controls
- You set grace periods and escalation.
- Some customers can be excluded.
- Tone stays within the templates you approve.
Workflow steps
- 1A due date is crossed in a connected sheet, CRM, or calendar.
- 2The matching reminder template is selected.
- 3The customer or owner is notified on the channel you choose.
- 4The record is updated with the attempt.
- 5Repeated no-response items escalate internally.
Example use case
A signed proposal is still missing a deposit three days after the due date. The customer gets a reminder with the payment link you provided. Finance gets a Slack note if it is still open two days later.
Often handled by your AI Operations Employee, as part of the broader AI Workforce.
How to customize
This job is configured around your knowledge, hours, approval rules, and the systems in this deployment. Connections depend on the deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
Related work
Document Processing
Reads invoices, applications, and contracts for the fields you care about, then routes the file and the extracted data.
Invoice Chaser
Sends polite, timed reminders on open invoices, answers copy-and-status questions, and hands disputes to a person.
Payment Follow-Up
Follows up when a payment fails, a link expires, or a customer said they would pay and has not yet.
See What an AI Workforce Could Do for Your Business
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