Paste it, then add your invoice link or PDF
How to use it
- Check the invoice really is unpaid. Look at your bank, not just your invoicing tool.
- Copy the prompt into a new chat and paste the invoice link, or attach the PDF. A screenshot works too.
- Check what it read from the invoice, then answer two questions: how many reminders you've already sent, and how well you know the client.
- If Gmail or Outlook is connected to the chat, it saves a draft in your email. If not, you get the address, subject and message ready to copy.
- Read it and send it yourself. If they answer with a problem, deal with the problem. Don't send the next reminder on autopilot.
It only writes drafts, so nothing goes out until you send it. You know if there's a reason they're late, and the AI doesn't.