Draft a polite payment reminder

Updated 16 Oct 2026

One reminder email from the invoice facts you paste, which you send yourself.

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.

AI tool

ChatGPT Claude Copilot Gemini Grok Bot

What it does

Use Grok Bot to draft a polite payment reminder

Why it helps

A short polite reminder exists, and the books are unchanged because you have not sent it yet.

Time: Under 15 minutes.

Difficulty: Easy

Tools: Grok Bot

Problem

An invoice is unpaid and the blank email is either too sharp or never written. You still want the facts to match the invoice.

Outcome

A short polite reminder exists, and the books are unchanged because you have not sent it yet.

Tools

Paste the invoice facts, draft the email, send it yourself.

Grok Bot — required. Drafts a reminder from facts you paste. It does not open the accounting system.

Basic steps

Public outline. Setup, settings, and prompts are on the full specification.

1
Trigger · Grok Bot
Catch the event
You copied the facts for one unpaid invoice Nothing is sent yet.
2
Action · Grok Bot
Draft from the source only
A draft is made from the invoice number, due date, amount, and customer name. A person reads it before it goes anywhere.
3
Check · Grok Bot
File what you accepted
A person keeps the accepted text on the email.

Planning ranges

First setup: Under 15 minutes.

After it is running: You finish this one draft in a single sitting.

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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More in this function

Function notes: Invoice reminders and a monthly owner note. The books stay in the accounting system.

Draft a polite payment reminder

What it does

Why it helps

Problem

Outcome

Tools

Basic steps

Catch the event

Draft from the source only

File what you accepted

Planning ranges

More in this function

AI tools

Categories

Industries

What it does

Why it helps

Problem

Outcome

Tools

Basic steps

Catch the event

Draft from the source only

File what you accepted

Planning ranges

Full build sheet

Full build sheet