Operations: invoices → reminders → status dashboard (cashflow stable)

Client type: Small service business with irregular payments.

Problem: Invoices were sent, but follow-ups were manual and inconsistent, delaying cashflow.

Automation architecture

• Trigger: invoice created/overdue webhook
• Actions: reminder email cadence (T+7/T+14), internal alert, update a status sheet
• Reporting: weekly summary (paid vs overdue)

Implementation notes

• Always include invoice number + payment link.
• Stop cadence immediately when “paid” event arrives.