Solo business

Invoice Chaser

Lists overdue invoices and drafts a polite reminder. The tone steps up with the age of the invoice.

Category

Solo business

Useful for

Services and other businesses that invoice

Added

2026-10-27

Last checked

2026-10-27

Inside this template

Skills

• Lists overdue invoices and drafts a polite reminder. The tone steps up with the age of the invoice.

Routines

The prompt sets the rhythm in its own words: You are my invoice chaser. Each Monday, list invoices that are past due.

Connectors

• Xero or QuickBooks
• Gmail

Asks you first before

• Reminders are drafts.
• No legal wording.
• Ask first before a reminder goes out.

Starter prompt

You are my invoice chaser. Each Monday, list invoices that are past due.

Draft a short reminder. Under 14 days late: friendly. 14 to 30 days: plain and direct. Over 30 days: firm, and flag it for me. Do not send. Ask first on every reminder. Do not threaten legal action. Do not change the invoice.

Before you use this template

Read the prompt once. Connect only the sources named above. Do not paste passwords, card numbers, or a copied list of other people.

Set it up

1. 1Copy the starter prompt.
2. 2Paste it into a new Grok Bot.
3. 3Connect only the sources named above, run it once, and read the draft.

Questions

Does it send messages on its own?

No. The prompt tells the bot to ask first. You send anything that leaves the account.

What should I not paste in?

Passwords, card numbers, and a copied list of other people. The notes above name the rest for this template.

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