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Finance Action

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
QuickBooks Gmail Slack
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
QuickBooks
QuickBooks Overdue invoices
Gmail
Gmail Tone-tuned follow-ups
Slack
Slack AE escalation

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

  1. Pull. Grab every invoice 7+ days overdue and bucket by age.
  2. Compose. Draft one tone-tuned follow-up per invoice, saved as Gmail drafts.
  3. 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.