Send tone-adjusted overdue invoice reminders
An n8n agent checks customer payment statuses, finds overdue invoices, picks a polite or firmer tone by days overdue, and emails reminders, skipping already-reminded customers.
Done withn8n
- What they did
- The author ran n8n locally in Docker and built a chat-triggered AI agent using Gemini (gemini-2.0-flash-lite) with simple memory. It had two tools: a Data Table read (getInvoices) and a Gmail SMTP email sender. The prompt tells it to filter for past-due, positive-balance, Pending rows, skip Reminded ones, and soften or firm up the tone by days overdue.
- How it went
- The source describes the finished workflow, which runs from one chat command and returns a JSON summary of emails sent. It reports no test results, numbers, or example outputs.
- Worth knowing
- Gmail sending needs an app password, and the agent filters the rows itself from a full-table fetch. The source doesn't mention updating Status to Reminded after sending.
Try it yourself with n8n
Build an n8n workflow that runs every [day or week], reads invoices from [accounting tool or spreadsheet], and finds ones overdue. For each, write a reminder email that's polite if under [number] days overdue and firmer after that, and skip customers already reminded in the last [number] days. Log each reminder in [sheet or database]. Before any email is sent, show me the list of recipients and the draft text for approval.
Source: dev.to · Undated
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