Invoice followup cascade
Autopilot for overdue AR — sends a follow-up cascade with tone tuned to days overdue (gentle at 7d, firm at 30d, escalation-to-AE at 60d).
Eluu — Invoice followup cascade
Shown in preview
Runtime ~2 min per run
Tokens ~9K
Owner an AR specialist
Works with
Pick whichever tool your team already uses.
- Messaging
Slack
Teams
- Email
Gmail
Outlook
- Accounting
QuickBooks
Xero
NetSuite
What it does
Most AR teams write the same four follow-up emails over and over, each tuned to how late the invoice is. This recipe runs the cascade automatically — gentle at 7 days, firm at 30, escalation-to-AE at 60 — and drafts every email so the AR specialist just reviews and sends.
How it works
- Pull. Grab every invoice 7+ days overdue and bucket by age.
- Compose. Draft one tone-tuned follow-up per invoice, saved as Gmail drafts.
- Escalate. For 60+ day invoices, DM the AE with deal context and the chase draft.
Setup
- Connect an accounting tool (QuickBooks, Xero, or NetSuite).
- Connect an email account (Gmail or Outlook).
- Connect a messaging channel (Slack or Teams).
Variations
- Auto-send the 7–14d bracket; require human review for older brackets.
- Open a CS ticket for 60+d invoices on strategic accounts before escalating to AE.
- Add SMS for high-value 60+d cases where email engagement is zero.