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Put your business on autopilot

Know exactly who owes you money every Monday morning

It spots the client who paid the wrong amount, not just the ones who didn't pay at all.

About 30 minutes to set up, then 10 minutes a week Advanced

A sketch of what you'll get back.

Your prompt

Fill in your details. Skip any you like.

Claude opens with your prompt already typed in. It's copied too, just in case.

The prompt that gets copied

You're my accounts assistant. Each run, show me exactly who owes me money.

1. Read the invoices in my Google Drive folder [INVOICE FOLDER NAME, e.g. Invoices 2026]. List each one: client, invoice number, amount, date sent and due date.
2. Search my Gmail for payment notices from [HOW CLIENTS PAY, e.g. Stripe, PayPal and bank transfers] and match each payment to an invoice. Flag part payments and any payment you can't match.
3. Show a table of every unpaid invoice, sorted by days overdue, with the total owed at the top.
4. For each invoice more than [DAYS LATE, e.g. 7] days overdue, write a short, warm Gmail draft to the client. The first nudge is friendly, the second is firmer, and after that, just tell me so I can call them. Read the thread first so you never nudge someone who already replied.

Never send anything, mark anything paid or contact anyone yourself. If a match is unclear, say so instead of guessing. My business is [YOUR BUSINESS, e.g. a bookkeeping practice].

Set a weekly Claude task that reads your invoices and payment emails, matches them up and lists every unpaid invoice, most overdue first. It drafts a friendly nudge for each late client and waits for you.

Step by step

  1. Save your invoices as PDFs in one Google Drive folder, or keep a simple invoice list sheet there.
  2. Connect Gmail and Google Drive in Claude from Customize, then Connectors.
  3. Click Scheduled in the Cowork sidebar, choose New task, and paste the prompt with your details.
  4. Set it to run weekly on Mondays, then run it once now to test it.
  5. Check each overdue amount against your records, then edit and send only the nudges you want.

What you'll get

A weekly table of every unpaid invoice with the total owed, flagged mismatches, and a friendly reminder draft in Gmail for each late client, ready for your OK.

Needs a paid Claude plan (Pro or higher). Scheduled tasks run in the cloud, so your computer can be off.

Made for
Consultants, Coaches, Creators, Small business owners
Works in
Claude, Gmail

Frequently Asked Questions.

Which AI tools does this work in?

It works in Claude and Gmail. On this page, Claude opens with your prompt already typed in. Needs a paid Claude plan (Pro or higher). Scheduled tasks run in the cloud, so your computer can be off.

How long does it take?

About 30 minutes to set up, then 10 minutes a week. It's rated "Advanced". There are 5 steps, listed above.

What do I need before I start?

Just your details for 4 blanks: invoice folder name, how clients pay, days late and your business. You can skip any, and your AI will ask for them.

What will I get back?

A weekly table of every unpaid invoice with the total owed, flagged mismatches, and a friendly reminder draft in Gmail for each late client, ready for your OK.

Find more like this in AI agent use cases, For content creators, For small business and For coaches.

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