Chasing overdue invoices with AI
Turn your A/R aging report into segmented, ready-to-review reminder emails in three escalating stages, with a pre-send check and a reply tracker.
What's inside
- Step 1: export the aging report
- Step 2: segment by days overdue and size
- Step 3: the three email templates
- Step 4: the drafting prompt
- Step 5: what a person checks before anything is sent
- Step 6: track the replies
- Replies that need a person
- The weekly rhythm
All 36 pieces with AI Skills Academy · $49/mo
- Every playbook, template, checklist and worksheet in the Library, and each new one as it's added
- The full 30-lesson course, the Agent Authority Scanner and your evidence package
- Six governed agents to download and run in Claude Code