Done-for-you setup · Design agencies
AI invoice chasing for design agencies
Small design studios bill in milestones, deposits and final payments, and the late ones are easy to lose track of while the next project is in the studio. The invoice-chaser routine checks your invoice tracker every week and drafts a polite reminder for each overdue client. You approve every reminder before it goes out.
- Price
- $299 one-time, no payment now
- Covers
- Up to 5 routines from the library
- First routine live
- In 48 hours
- Runs in
- Grok Bot, or the agent you already use
Subject: Reminder: invoice INV-1042
- Hi there, a quick reminder that invoice INV-1042 for $1,800 was due on Oct 5.
- Here is the payment link again. Thanks so much!
- Draft only, waiting for your review
Illustration with generic names, based on what the prompt asks for. Your output depends on your data.
What it takes off your plate
- Milestones get missed
Every week the routine lists invoices that are past due, so a late deposit or final payment does not sit unnoticed.
- Reminders stay on brand
Drafts are short and polite, and the tone only firms up slightly for anything more than 30 days late.
- The client relationship stays yours
It drafts, you send. Nothing reaches a client without your approval.
- You review the result
Sends, payments and deletes stay behind your approval
The routine: Invoice chaser
Every Tuesday at 10 AM · free to copy, or we set it up for you.
Read my invoice tracker (<SHEET OR FOLDER>). Find invoices that are past due. For each, draft a short, polite reminder email to the client with the invoice number, amount, original due date and payment link. Escalate tone slightly for anything over 30 days late. Show me the drafts; do not send them.
Replace anything in <ANGLE BRACKETS> with your own details. Full steps on the Invoice chaser routine page.
Done-for-you setup
We set this up for you, $299
- Invoice chaser plus other routines from the library, up to 5 in total
- First routine live in 48 hours
- Nothing is charged until you agree to the plan
Questions
Can an AI agent chase invoices for my design studio?
Yes. A weekly routine reads your invoice tracker, finds what is overdue and drafts a reminder for each client with the invoice number, amount, due date and payment link. You review and approve each one.
Which tools does it work with?
Grok Bot or the agent you already use, with the spreadsheet or folder where your studio tracks invoices.
What is included in the $299 setup?
The invoice-chaser routine plus other routines from the library, up to 5 in total, set up in your agent. The first routine is live in 48 hours.
Is anything charged up front?
No payment now. We confirm scope by email first, and nothing is charged until you agree to the plan.