Quick overview
This workflow runs every morning to pull unpaid invoices from a Notion database, calculates how overdue each one is, uses Anthropic Claude to draft an escalation-appropriate reminder, emails the client via Gmail, updates the invoice record in Notion, and alerts you in Telegram for high-risk late payments.
How it works
- Runs every day at 8:00 AM on a schedule.
- Fetches all unpaid invoice pages from a Notion database and normalizes the key invoice fields into a flat structure.
- Calculates days overdue from the due date, determines which reminder tier (1/2/3) is due based on thresholds and what was already sent, and skips invoices that are not yet due for the next escalation.
- Uses Anthropic Claude to generate a subject line and message body that matches the escalation tier.
- Sends the reminder email to the client via Gmail and updates the Notion page to record the latest reminder tier sent.
- If the invoice reaches the final (tier 3) escalation, sends a Telegram message to the freelancer to flag the invoice as a payment risk.
Setup
- Create or choose a Notion invoice database with the properties referenced by the workflow (including Status, Due Date, Client Email, and Reminder Tier Sent) and paste the database ID into the Notion node configuration.
- Add credentials for Notion, Anthropic (Claude), Gmail, and Telegram, and select them in their respective nodes.
- Set your Telegram chat ID in the Telegram node and ensure your Notion Status values match the workflow filter (for example, invoices to remind are marked as “unpaid”).