Ops
Run my overdue-invoice collections sweep every Monday
Every overdue invoice has a verified status and appropriately toned unsent collection draft, with disputes and exceptions flagged.
FinanceFoundersMondays at 9am
Prompt
Review overdue invoices, exclude paid, disputed, or already-promised items, then inspect prior correspondence. Draft but do not send a collection message matched to age and context, update the review tracker, and surface high-value or sensitive exceptions.
Works with
QuickBooksGmail
