The work behind the work
Prepare invoice follow-ups with your browser, Gmail and Google Drive
An overdue invoice does not always mean a client needs another reminder. Payment updates may be buried in email. Check billing and the conversation together before preparing the next follow-up.
The result
What you’ll get
An invoice summary and follow-up drafts you can review before sending.
Acme · Invoice follow-up
- Invoice
- INV-1042 · €240 · Due 30 September
- Context
- No payment confirmation found in the selected email threads.
- Draft
- Hi Alex, checking in on invoice INV-1042. Could you confirm the expected payment date?
The method
A process your agent can follow.
3 stepsOpen your signed-in billing site and find outstanding invoices.
Use your signed-in Upsy browser. Capture the invoice reference, due date and amount without changing billing records.
BrowserCheck recent email conversations for payment updates.
Check for payment confirmations, agreed extensions or recent reminders. Flag anything that needs a human decision.
Gmail
Google DrivePrepare a summary and a polite follow-up draft for each overdue invoice.
Keep every draft tied to its invoice and source links. Leave all messages for your review.
Gmail
Make it fit your work.
Choose your sources, adjust the instructions and decide what your agent can do. Keep the method in your Upsy setup so a compatible agent has a clear starting point next time.
See how to create your ownA few things to know
Does my billing tool need a dedicated connector?
This workflow proposes using the Upsy browser for a billing website you are signed in to. The specific site and task still need to work with the compatible agent you choose.
Can this send reminders or collect a payment?
This example only reads records and prepares drafts. It does not send reminders, collect payments or change billing details.
Can I use this Playbook today?
This page previews the proposed Playbooks feature. You can copy and adapt the instructions now. The Get started link opens the current Upsy product; it does not install this example.
