Each invoice you choose has one accepted reminder, and the ledger itself is unchanged.
Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.
This specification does not give tax advice. The books stay in the accounting system.
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Function notes: Invoice reminders and a monthly owner note. The books stay in the accounting system.
Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.
AI tool
Use Claude to draft a reminder for an unpaid invoice
Each invoice you choose has one accepted reminder, and the ledger itself is unchanged.
Time: About half a day for the first run.
Difficulty: Easy
Tools: Xero, Claude
Unpaid invoices wait because the reminder is rewritten from scratch, or it goes out harsher than you intended.
Each invoice you choose has one accepted reminder, and the ledger itself is unchanged.
An open invoice, then a draft, then a note on the invoice.
Public outline. Setup, settings, and prompts are on the full specification.
Trigger · Xero
An invoice is still unpaid after the due date you care about Nothing is sent yet.
Action · Claude
A draft is made from the invoice number, the due date, and the customer name. A person reads it before it goes anywhere.
Check · Xero
A person keeps the accepted text on the invoice.
First setup: About half a day for the first run.
After it is running: The retyping of the same note each week, once the source stays tidy.
These are planning ranges, not a measurement of your business. They are not a promise of time saved, and they are not a quote for implementation.
Industries: Most small businesses, Professional services. Updated 16 Oct 2026. The full specification exports as Markdown for an AI agent, and also as PDF and JSON.
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