Have Claude Cowork prepare late-invoice reminder drafts every Monday night, with a report of who owes what

Posted

Oct 13, 2026 by Michel (The Rundown community)

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Last checked

Oct 19, 2026

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Method:

How we verify

Evidence: Described by posterThe person describes what happened in words, without screenshots or video.

Beginner-friendlyNo logins, payments or coding needed. Low risk: paste the prompt and you should get something useful.

Outcome

Michel, in San Diego, works in a tight-margin business with basic back-office software, and sending late-invoice reminders was repetitive manual work. Claude Cowork walked them through setting up an agent that logs in every Monday night, checks overdue accounts receivable and matches customer names against a Google Sheet of contacts. Using Michel's email template, it adds the contact name, invoice number, amount and due date, puts the emails in the Drafts folder and sends Michel a report of which customers were included, what each owes and the totals. Michel reviews the drafts and sends them, saving about an hour every Monday night.

Agent

Claude Cowork

The source didn't share its exact prompt, so we wrote this from what it describes.

Run this task now, exactly as written below. Everything you need is here, so start straight away and only stop if something required is missing or a rule below tells you to.

Goal: Prepare reminder emails for every overdue invoice each week, ready for me to check and send.

Fill in before running:
- Where to find overdue invoices (accounting software or report): [SOURCE]
- Customer contact list: [SHEET]
- My reminder email template: [TEMPLATE]

Rules:
- Include only invoices that are past due and still unpaid today.
- Fill in the contact name, invoice number, amount and due date from the records; never guess.
- Save the emails as drafts; never send them.
- Flag any customer missing from my contact list.
- If a site asks me to sign in, pause and let me do it myself (including any CAPTCHA or two-step code); never guess or store passwords.
- Check facts that can change (prices, opening hours, dates, availability, rules) against the official source, and tell me anything you couldn't verify.

Output: Drafts in my email, plus a summary of customers, amounts owed and the total.

You'll know it worked when: Every overdue customer gets an accurate reminder in a few minutes of my time each week.

Run this task now, exactly as written below. Everything you need is here, so start straight away and only stop if something required is missing or a rule below tells you to.

Goal: Prepare reminder emails for every overdue invoice each week, ready for me to check and send.

Fill in before running:
- Where to find overdue invoices (accounting software or report): [SOURCE]
- Customer contact list: [SHEET]
- My reminder email template: [TEMPLATE]

Rules:
- Include only invoices that are past due and still unpaid today.
- Fill in the contact name, invoice number, amount and due date from the records; never guess.
- Save the emails as drafts; never send them.
- Flag any customer missing from my contact list.
- If a site asks me to sign in, pause and let me do it myself (including any CAPTCHA or two-step code); never guess or store passwords.
- Check facts that can change (prices, opening hours, dates, availability, rules) against the official source, and tell me anything you couldn't verify.

Output: Drafts in my email, plus a summary of customers, amounts owed and the total.

You'll know it worked when: Every overdue customer gets an accurate reminder in a few minutes of my time each week.

Run this task now, exactly as written below. Everything you need is here, so start straight away and only stop if something required is missing or a rule below tells you to.

Goal: Prepare reminder emails for every overdue invoice each week, ready for me to check and send.

Fill in before running:
- Where to find overdue invoices (accounting software or report): [SOURCE]
- Customer contact list: [SHEET]
- My reminder email template: [TEMPLATE]

Rules:
- Include only invoices that are past due and still unpaid today.
- Fill in the contact name, invoice number, amount and due date from the records; never guess.
- Save the emails as drafts; never send them.
- Flag any customer missing from my contact list.
- If a site asks me to sign in, pause and let me do it myself (including any CAPTCHA or two-step code); never guess or store passwords.
- Check facts that can change (prices, opening hours, dates, availability, rules) against the official source, and tell me anything you couldn't verify.

Output: Drafts in my email, plus a summary of customers, amounts owed and the total.

You'll know it worked when: Every overdue customer gets an accurate reminder in a few minutes of my time each week.

Before you finish: re-read my goal and constraints, check your answer against each one, and list anything you assumed or couldn't confirm.

Source

https://app.therundown.ai/community/posts/81f4a019-1b41-4b86-868c-c287b3064249