Chasing overdue invoices is easy to postpone. Every week, an Orkeste agent lists the overdue invoices in Stripe or in your Airtable tracker and drafts a reminder for each: polite, specific, with the amount, the due date and the invoice number. Finance approves; from Outlook the email is sent, from Gmail it becomes a draft.
The problem
Reminders go out late and all with the same template. The tone is wrong for the customer who always pays, and right only for the one who never does.
How the workflow runs
Runs: Every week on the day you set.
List overdue invoices: The agent lists open invoices past their due date in Stripe, or reads your Airtable tracker.
Check recent emails: It reads recent emails with the customer, so it does not chase someone who already promised to pay.
Draft: It writes the reminder with a tone set by how late the invoice is and the rules in its briefing.
Approve: Each reminder waits in Validations for finance.
Send or draft: Approved reminders are sent from Outlook or saved as Gmail drafts.
Log: It updates the Airtable record with the reminder date.
Every reminder waits for finance's approval, and in Gmail finance still presses send.
Who does what
Reminder writer: Drafts a specific reminder for each overdue invoice.
Finance (human): Approves every reminder.
What this workflow does not do
In Gmail, approved reminders become drafts you send.
Does not change invoices or charge customers in Stripe.
Reads recent emails, not your full history with the customer.