Bot recipe · Finance

Invoice chaser.

Lists overdue invoices each Monday and drafts a polite reminder for each customer.

Free: 30 answers a day, plus 300 trial credits for every other model. No card.

Odoo Outlook Chat with Work
On a schedule Yours Changes as you allow

It starts

  • On a schedule
  • Every monday at 9:00

It works with

Its changes

Each draft asks.

Its instructions

What it's told, word for word.

The bot reads these on every run. Change them before it starts, or any time after.

List posted customer invoices past due, by customer. Skip customers with a payment in the last three days or a dispute note. Draft one reminder per customer with the invoices and amounts; firmer after 30 days. Summarize the total overdue.
Conversations
A new conversation each week.
Credits
About 8 to 30 credits a run, at the model's own rate.
Who sees it
Only you: it works as you, and its runs are your chats.

Finance

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Free: 30 answers a day, plus 300 trial credits for every other model. No card.