1.Detects new labeled invoice email
Integrate Gmail and email parsing tools to capture sender, recipient, subject, body, and attachments for invoice reminder processing.
Create late fee entries from labeled invoice emails
Automatically monitor labeled invoice reminder emails across Gmail and route fee creation across OfficeRnD. Post reconciliation details to Slack when recipient matches, fee records are created, or invoice references are extractedβso you can reduce late-fee delays, prevent missing charges, and reconcile faster without manual reporting.
How this automation creates late fees from invoice reminders
When labeled invoice reminder emails arrive, late charges can stall and collections fall behind. This automation detects invoice reminders, creates fee records, and posts reconciliation updatesβso your team can apply fees without manual follow-up.
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2.Finds member by recipient email
Integrate OfficeRnD and member lookup tools to match the recipient email to a member and return the member or team id.
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3.Creates fee record for member
Integrate OfficeRnD and invoice reference parsing tools to create the late fee record using attachment or subject details.
4.Posts reconciliation update
Integrate Slack and team notifications to post the member name, invoice reference, fee amount, and the OfficeRnD record link.
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