Done-for-you setup · Marketing agencies
AI invoice chasing for marketing agencies
Retainers and monthly invoices are easy to send and easy to forget once they are overdue, especially when the team is busy delivering campaigns. The invoice-chaser routine checks your invoice tracker every week and drafts a polite reminder for each overdue client, ready for you to approve.
- 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
- Retainers slip quietly
A weekly check lists every invoice past its due date, so overdue retainers surface before month end.
- Less time in the inbox
Each reminder is drafted for you with the invoice number, amount, due date and payment link.
- You approve every send
Nothing goes to a client until you approve it, so the account relationship stays in your hands.
- 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
How can a small agency automate invoice follow-ups?
Run a weekly AI agent routine that reads your invoice tracker, finds overdue invoices and drafts a reminder for each client. The free invoice-chaser routine in the library has the prompt and schedule.
Does it replace our accounting tool?
No. It reads where you already track invoices and drafts reminders. Your accounting setup stays the same.
What does $299 cover?
We set up the invoice-chaser routine and other routines from the library, up to 5 in total, in Grok Bot or the agent you already use. Your first routine is live in 48 hours.
Can it send reminders automatically?
It drafts each reminder and you approve every one before it is sent.