Finance & Accountingfree

Invoice Follow Up Agent

by Marth - Business AutomationUpdated Aug 2026

Requires

Google Sheets

Email (SMTP)

1/5

STEPS · 5

Runs on a schedule

On a schedule, reads outstanding invoices from Google Sheets and sends follow-up emails via SMTP.

QuickBooks to Google Sheets Sync

On a schedule, pulls records from QuickBooks and writes them to Google Sheets.

Daily, scans recent Shopify orders for refunds and logs them to a Sheet while alerting finance in Slack.

On a schedule, pulls QuickBooks sales, detects revenue anomalies, and sends professional alert emails via SMTP.