1.Triggers daily reminder run
Integrate Schedule by Zapier and automation schedulers to start the daily process that checks invoice aging.
Send past-due invoice reminder emails to consulting clients
Automatically run daily past-due invoice checks across Google Sheets and Google Drive. Send email reminders when invoices hit day 6 past due, PDFs match invoice references, or client emails are availableβso you can send reminders, attach PDFs, and keep AR moving without manual follow-up.
How this automation accelerates past-due collections
When the daily schedule fires, overdue invoices can stall and cash flow gets delayed. This automation finds past-due invoice rows and matching PDFs, then emails client remindersβso your team can collect sooner.
Schedule by Zapieror swap with your favorite app
2.Find matching past-due rows
Integrate Google Sheets and aging worksheet tools to find invoices flagged past-due with days past due = 6.
Google Sheetsor swap with your favorite app
3.Loop over invoice rows
Integrate Looping by Zapier and data mapping to loop invoice and property references into the reminder context.
Looping by Zapieror swap with your favorite app
4.Find matching invoice PDF
Integrate Google Drive and file search to locate the invoice PDF that matches the loop invoice reference.
Google Driveor swap with your favorite app
5.Lookup contact email
Integrate Google Sheets and contact data tools to retrieve the client email and preferences by property reference.
6.Send reminder email with attachment
Integrate Gmail and email templates to send the past-due invoice reminder and attach the found PDF file.
Gmailor swap with your favorite app
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Accelerate cash collection with automated invoice follow-ups, payment tracking, and account updates
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