Skills · Small Business
Unpaid invoice chaser
Finds invoices that haven't been paid and drafts a polite follow-up for each.
When to use it
Use it once a month, or whenever cash feels tight.
What it needs
Access to my invoices (email, accounting app, or a folder) and the time range to check.
Steps
- Collect the invoices from the time range.
- Check which ones are still unpaid and how overdue they are.
- Draft a polite follow-up for each, firmer for older ones.
How it checks itself
Show where you saw each invoice and how you know it's unpaid. Mark anything unclear as 'check'.
What you get back
A table: client, invoice number, amount, due date, days overdue, plus a draft for each.
Needs your OK
Don't send anything without my approval.
Skill text: paste this to your Grok Bot
Save this as a skill called "Unpaid invoice chaser." Don't run it yet; just save it. What it does: Finds invoices that haven't been paid and drafts a polite follow-up for each. When to use it: Use it once a month, or whenever cash feels tight. What it needs: Access to my invoices (email, accounting app, or a folder) and the time range to check. If anything is missing when I run it, ask me. Steps: 1. Collect the invoices from the time range. 2. Check which ones are still unpaid and how overdue they are. 3. Draft a polite follow-up for each, firmer for older ones. How to check the result: Show where you saw each invoice and how you know it's unpaid. Mark anything unclear as 'check'. What to return: A table: client, invoice number, amount, due date, days overdue, plus a draft for each. Needs my approval: Don't send anything without my approval.
How to add it to Grok Bot
- Tap Copy skill above.
- Paste it into a chat with one of your Bots and send. The Bot saves it as a skill. Private skills are shared by all your Bots, though a Bot may need the right connector or login to use one.
- To use it, type / in the desktop composer and pick Unpaid invoice chaser.
- Don't see it? Open Connect apps → Your plugins → Manage plugins and skills and check it's listed under Private skills.
- Try it once on a safe example. If you want it on a schedule, ask the Bot to create a routine that runs it, then use Test run before turning it on.
Written by Grok Bot Uses from our prompt: Chase unpaid invoices. That page has the sources and what people report.
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