AI at Work Playbook

💰 Finance & Accounting

Recover overdue invoices with escalating reminders

💰 Finance & AccountingMakeIntermediate

Task · AR collections
Time saved · 2-4 hrs per month (estimate, not measured)

Steps

  1. Open the template from the source link
  2. Connect the listed apps with your own credentials
  3. Edit the AI prompt, filters and thresholds for your process
  4. Run on test data, then switch on with human review of outputs

Prompt / template

Tiers: 7, 14, 30 days overdue. Escalate to account owner after final tier.

Source · https://www.make.com/workflows/recover-overdue-invoices-with-escalating-reminders
Last checked · 2026-10-16

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