Send invoice reminders from Gmail with AI-drafted follow-ups

An Orkeste agent watches your AR aging and drafts on-brand, context-aware reminders from your finance Gmail account. It accounts for prior correspondence, payment promises and customer tier, then waits for finance approval before sending.

How the workflow runs

1. Read AR aging: Agent pulls overdue invoices from your billing system.
2. Check context: Reads recent emails for prior promises, disputes, or payments in flight.
3. Draft reminders: Composes each reminder in your brand voice and customer tier tone.
4. Finance approves batch: Finance reviews and edits the batch before approval.
5. Send from Gmail: Approved reminders go out from the finance Gmail account.

Human-in-the-loop: Every batch of reminders is finance-approved before send; customers with payments in flight are auto-excluded for human review.

Works with your stack

• gmail
• stripe
• airtable

Related workflows

• Reconcile Stripe payouts against Airtable records
• Detect failed Stripe payments and drive dunning with AI
• Categorize expense receipts from a Gmail inbox

Questions about this workflow

Will it chase a customer who just paid?

No. Recent payments and replies in Gmail are detected and the customer is held out of the batch.

Can tone scale with overdue days?

Yes. Tone is configurable per aging bucket and per customer tier.

Does it copy account managers?

Yes. CC rules per customer or tier are honored on every send.