Send Daily Payment Reminders

Payment Reminder Agent

Never chase a late payment again. This workflow automatically sends daily reminder emails to clients as their payment due date approaches.

Who Is This For?

• Freelancers managing multiple clients
• Small business owners tracking invoices
• Finance teams automating payment follow-ups

How It Works

1. Runs on a daily schedule — A scheduled trigger fires once per day at a set time.
2. Reads client data from a spreadsheet — Pulls rows containing each client's name, email, and payment due date from Google Sheets.
3. Calculates remaining days — A code node computes how many days remain until each client's due date.
4. Filters to the 7-day window — Only clients with 1–7 days remaining are kept; everyone else is excluded.
5. Sends reminder emails — A personalized payment reminder email is sent to each qualifying client via Gmail.

Spreadsheet Format

Your Google Sheet should follow this structure:

• Name — The client's display name, used in the email greeting.
• Email — The recipient address for the reminder.
• Due Date — The payment due date in a standard date format (e.g., YYYY-MM-DD).

Workflow Nodes

Key Features

• Fully automated — Runs daily on a schedule with no manual intervention.
• Smart filtering — Only contacts approaching their due date receive reminders.
• Auto-stop — Reminders cease automatically once the due date has passed.
• Easy setup — Just connect your spreadsheet and Gmail account to get started.

Customization Tips

• Change the reminder window — Edit the code node to adjust the 7-day window (e.g., change to 3 or 14 days).
• Modify the email template — Update the subject line and body text in the Gmail node to match your brand voice.
• Adjust the schedule — Change the trigger timing to send reminders at a different hour or frequency.
• Add more columns — Extend the spreadsheet with fields like invoice number or amount, and reference them in the email body for richer messages.