Draft reminders for overdue invoices with an aging summary
Minda drafts a courteous reminder for each overdue invoice every weekday morning and sums up what is owed by age. It is a ready-made task for the SI agent in Minda Super Intelligence. It runs weekdays at 9am. It works with Google Sheets and Gmail. You fill in [receivables sheet or accounting page link] and [payment link or instructions].
In Minda: Tasks → New → Browse tasks → Draft reminders for overdue invoices with an aging summary. Minda Super Intelligence for Windows is coming soon.
- Finance
- Google Sheets
Gmail- The web
- Read [receivables sheet or accounting page…
- For each, draft a courteous reminder in my…
- Save each as a Gmail draft
- Give me an aging summary
What you get
Reads your receivables It reads your receivables sheet or accounting page for invoices that are overdue or due within a few days.
Skips the wrong ones It skips invoices marked disputed or paid, and any you were already reminded about recently.
A courteous draft each Each reminder goes to the billing contact with the invoice number, amount, due date and how to pay, and turns firmer past an age you set.
An aging summary You also get the total owed by customer, split into current, 1 to 30, 31 to 60 and over 60 days.
Why use this?
Each weekday morning Minda reads your receivables, drafts a reminder in your voice for every invoice that needs one and saves it as a Gmail draft. It takes amounts and dates from the sheet only, and it never threatens, adds fees, offers discounts or sends.
What it does
- When
- Weekdays at 9am
- Works with
- Google Sheets, Gmail, The web
- For
- Founders, Operations
- You fill in
- [receivables sheet or accounting page link], [payment link or instructions]
How it works
- WhenWeekdays at 9amRepeats Monday to Friday
- Step 1Reads your receivables sheet
- Step 2Skips disputed, paid or just chased
- Step 3Drafts a polite reminder per invoice
- Step 4Uses a firmer tone past 30 days
- Step 5Sums up aging by customer
- ResultDrafts to review and the total overdue
Read [receivables sheet or accounting page link] for invoices that are overdue or due within [3] days, and skip any marked disputed, paid, or reminded in the last [7] days
For each, draft a courteous reminder in my voice to the billing contact: invoice number, amount, due date, how to pay with [payment link or instructions], and the invoice attached or linked, with a firmer tone past [30] days
Save each as a Gmail draft
Give me an aging summary: current, 1 to 30, 31 to 60, over 60 days, by customer
Finish with the drafts to review first and the total overdue
Rules it keeps
The agent follows these on every run.
Amounts and dates from the sheet only
Never threaten, add fees or offer discounts
Never send
The full prompt
This is what the SI agent is asked to do. The parts in brackets are what you fill in.
Every weekday morning, chase the money we are owed. Read [receivables sheet or accounting page link] for invoices that are overdue or due within [3] days, and skip any marked disputed, paid, or reminded in the last [7] days. For each, draft a courteous reminder in my voice to the billing contact: invoice number, amount, due date, how to pay with [payment link or instructions], and the invoice attached or linked, with a firmer tone past [30] days. Save each as a Gmail draft. Give me an aging summary: current, 1 to 30, 31 to 60, over 60 days, by customer. Rules: amounts and dates from the sheet only; never threaten, add fees or offer discounts; never send. Finish with the drafts to review first and the total overdue.
Who is it for?
Small business owners You invoice customers yourself and want payment reminders written for you to review.
Bookkeepers and finance staff You chase late payments and want drafts and an aging summary every morning.
Frequently asked questions
Does it send the reminders?
No. Each reminder is saved as a Gmail draft for you to review and send. It never sends.
Which invoices does it skip?
Any marked disputed or paid, and any you were already reminded about in the last few days.
Can it add late fees or threaten the customer?
No. It never threatens, adds fees or offers discounts. The tone gets firmer only past the age you set.
What do I fill in?
Your receivables sheet or accounting page link, how customers pay, how many days before the due date to start and when the tone turns firmer.
What do I get at the end?
The drafts to review first and the total overdue, with the aging summary by customer.
When does it run?
Weekdays at 9am once you save it as a workflow. You can also start it yourself.
Run this task in the Minda app
In Minda: Tasks → New → Browse tasks → Draft reminders for overdue invoices with an aging summary. Minda Super Intelligence for Windows is coming soon.
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