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Send reminders for overdue invoices

Unpaid invoices past their due date, with a polite reminder for each client. You approve each one.

  • On a schedule: Every Tuesday at 9:00
  • Asks you first
Use in CuiarRun from your AI agent

What it does

The task

Open the invoices in QuickBooks Online that are unpaid and more than days days past due. For each one, search Gmail for a recent message from the client about the payment. Skip the clients who wrote to me in the last 7 days. Write a reminder that names the invoice number, the amount, the due date and the payment link, with a firmer tone for invoices more than 30 days late. Ask me before you send each reminder.

  • It works in QuickBooks and Gmail, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • As a routine it runs every Tuesday at 9:00 (cron 0 9 * * 2).
  • It stops for your approval before it sends, posts, pays, books or changes a record.

What you give it

BlankWhat to giveExample
daysDays past the due date before a reminder7

What you get back

An example run with the example values above. Your run uses your own data.

5 invoices overdue, 23,415.00 USD

ClientInvoiceAmountDays late
Orbis Media102711,200.00 USD61
Kestrel Data10385,320.00 USD34
Halden Group10402,800.00 USD15 (skipped: they wrote on 31 Oct that the payment is on its way)
Brightleaf10411,920.00 USD12
Pinegrove Dental10432,175.00 USD9

Draft to Orbis Media: "Invoice 1027 for 11,200.00 USD was due on 3 Sep. Please pay it this week, or tell me the date of the payment."

Waiting for your approval on 4 reminders.

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in the blank

    Type days. Tab moves to the next blank.

  3. 03

    Run it, then repeat it

    Run sends it once. To run it every Tuesday at 9:00, make a routine on cuiar.com/routines or with the CLI below.

As a routine, from the terminal

cuiar routines create "Send reminders for overdue invoices" --schedule "0 9 * * 2" --time-zone Europe/Berlin \
  "Open the invoices in QuickBooks Online that are unpaid and more than 7 days past due. For each one, search Gmail for a recent message from the client about the payment. Skip the clients who wrote to me in the last 7 days. Write a reminder that names the invoice number, the amount, the due date and the payment link, with a firmer tone for invoices more than 30 days late. Ask me before you send each reminder."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call create_routine yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool create_routine to run my "Send reminders for overdue invoices" template with days = 7.

Setup for other agents: AI agents.

The tool call

{
  "name": "create_routine",
  "arguments": {
    "name": "Send reminders for overdue invoices",
    "task": "Open the invoices in QuickBooks Online that are unpaid and more than 7 days past due. For each one, search Gmail for a recent message from the client about the payment. Skip the clients who wrote to me in the last 7 days. Write a reminder that names the invoice number, the amount, the due date and the payment link, with a firmer tone for invoices more than 30 days late. Ask me before you send each reminder.",
    "schedule": "0 9 * * 2",
    "time_zone": "Europe/Berlin"
  }
}

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