Overdue invoice recovery: client emails and escalation on autopilot

The scenario checks overdue invoices daily, writes personal emails to clients, escalates the serious ones and keeps a log of every touch.

  • No overdue invoice goes without a follow-up
  • Tone and firmness scale with how late the payment is
  • Serious debts are escalated automatically
  • A recovery log in таблица shows who was contacted and when
Google Sheets
Set it upScriptera

How it works

To connect SendGrid and botHelp, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Daily Invoice Check
  2. Then: Read Overdue Invoices
  3. Check: Any Overdue Invoices?
  4. If yes: AI Recovery Agent
  5. Then: Parse & Structure AI Response
  6. Then: Send Recovery Email to Client
  7. Then: Update Invoice Status in Sheet
  8. Then: Append Row to Recovery Log
  9. Check: Needs Escalation?
  10. If yes: Send Escalation Alert to Legal Team
  11. Then: Slack: AI Error Alert
  12. If no: Slack: No Invoices Found Alert
  13. Then: GPT-4o-mini Language Model

You can launch this SendGrid + botHelp integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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