Chase unpaid invoices automatically

The goal: every weekday morning, find the invoices that are now overdue and email each customer a friendly reminder — without anyone remembering to do it.

This is a four-step automation. Each step below links down to its full reference page, so you can see every field as you build.

1. Run it on a schedule. Start the flow with a Schedule (Cron) trigger. Set it to every weekday at 08:00 — no one has to press anything.

2. Find the overdue invoices. Add a Find records step that returns the invoices whose due date has passed and whose status is still unpaid.

3. Go through them one by one. Wrap the next step in a For each loop over those records. Inside the loop you can reference the current invoice with loop.item.

4. Send the reminder. Inside the loop, add a Send email step. Point to at the customer’s address, and write a body that mentions the invoice number and amount using {{ loop.item.* }} references.

Make it personal

Use user.firstName and the invoice fields in the email body so each reminder reads like it was written by a person, not a robot.

Test before you schedule it

Run the flow manually once against a single overdue invoice and check the email before you turn the schedule on. The Send email step won’t halt the run if delivery fails — it logs a warning — so verify it actually sent.

Where to go next

Send email — full reference Every field, with good and bad example values.

Template variables loop.*, user.*, now.* and more — what you can reference.