Have AI send payment reminders in the right tone

Accounting sends payment reminders automatically and adapts the tone to the customer

Needs setupAI Act: no extra obligationsAutomating processes with AI agentsAll industries

Fits: Finance & accounting

Overdue invoices are chased on time without anyone having to work through the list. Regular customers get a friendly nudge, repeat late payers a clear reminder.

Is this for you?

  • You regularly have many overdue invoices, and reminders get left undone.
  • Your dunning process is defined: stages, deadlines, fees, who takes over in a dispute.
First step today

Make up four overdue invoices without real customers, one of them with an open complaint, and have reminders drafted using the template below. Check whether the AI has invented fees or threats and holds back the case with the complaint.

How to go about it

  1. Write down your dunning process
  2. Clarify accounting, mailbox and access
  3. Set up the agent with standard text blocks and tone rules
  4. Approve every reminder before it is sent
  5. Release the first stage first
  6. Review sending, queries and complaints

Templates to copy

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Included in the training

The complete guide

  • 6 steps explaining exactly what to do
  • 3 proven templates to copy into your own AI
  • Safe use: data, checking, deciding, informing
  • Pitfalls, effort and how to recognise success

With the training you get all 430 guides for as long as your access runs.

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Same approach, other use cases

13 more use cases follow the pattern “Automating processes with AI agents”.

Plan a content calendar and publish approved posts automaticallyCreate activity reports and invoices from recorded activitiesHandle air passenger rights cases largely automaticallyHave AI agents fix standard incidentsHave AI agents handle routine processesHave AI agents implement tickets on their ownHave AI match incoming payments to open invoicesHave AI prepare tax returns from last year and receiptsHave AI schedule meetings with several participantsHave AI suggest time entries from calendars and documentsHave intercompany balances reconciled automaticallyHave AI sort online enquiries and arrange test drives
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A-073 · Legal status 08.10.2026