Invoice Reminders
Without Manual
Tracking
Google Sheets scanned for overdue invoices, reminders generated via Google Docs template, sent by email, team notified in Discord — all automatically.
Type
Concept
Stack
Make · Google Sheets
Docs · Email · Discord
Modules
13
Pattern
Scheduled monitoring
01
Problem
Overdue invoices go unnoticed until it's awkward
Someone has to open the spreadsheet, scan for overdue rows, draft a reminder email, send it, then mark the row as reminded. This process doesn't happen consistently — so late payments get later.
02
Solution
Schedule scans, auto-generate, auto-send
Make scans Google Sheets on a schedule. Overdue rows are filtered. A Google Doc reminder is generated from a template. Email sent to the client. Row updated. Discord notification to the team. All without touching the spreadsheet.
01
Scan Google Sheets
Scheduled run filters for overdue invoice rows.
02
Generate reminder doc
Google Docs template filled with invoice data.
03
Route by status
Router decides action based on days overdue.
04
Send email + notify
Email to client, row updated, Discord alert to team.
03
Make scenario
Automated Invoice Reminder System
13-module scenario: scheduled Google Sheets scan → Docs generation → conditional routing → email + Discord.
04
Numbers
What the pattern delivers
0
manual reminder emails sent
13
modules for full reminder automation
100%
of overdue invoices caught and actioned
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