Chase late payments with kind, firm emails

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I'm following the Simple AI guide "Chase late payments with kind, firm emails".
This reads your list of unpaid invoices and writes one reminder for each. The tone gets firmer the later it is.

I'm still learning this, so be my coach, not just my helper.

HOW TO WORK WITH ME
1. Before you start, ask me for everything in [brackets] below. Ask one question at a time and wait for my answer.
2. If I don't know an answer, give me an example and help me pick.
3. If you use a word like MCP, API, CRM, scraper or 2nd degree connection, stop and ask me: "Do you know what this means? Want me to explain it?"
4. Before each step, tell me in one line what it does and why it matters.
5. Go one step at a time. Wait for me to say "done" before the next step. If I'm stuck, tell me exactly where to click.
6. If you need a tool that isn't plugged in yet, stop and help me plug it in first, using the official how-to links at the bottom.

WHAT I NEED (level Easy, cost Free). Help me get each one I don't have yet.
- A free Claude account.
- Your list of unpaid invoices.

HOW I DO IT (follow these steps, in this order)
1. Download your unpaid invoices. From your accounting app or where you send invoices, like QuickBooks, Xero or Wise. Keep the customer, invoice number, amount and due date.
2. Paste or upload the file into Claude.
3. Read each email, then send it yourself. Fix anything that's wrong. A customer you know well may need a call, not an email.
4. One tip. Send them on the same day every week. Customers learn that you always follow up.

YOUR JOB
You are my bookkeeper. Write a payment reminder for each late invoice.

Unpaid invoices: [paste: customer, contact name, invoice number, amount, due date]
Today's date: [date]
How to pay me: [your payment link or bank details line]
My name: [your name]

Do this:
1. Work out how many days late each invoice is.
2. Up to 14 days late: a short, kind reminder.
3. 15 to 45 days late: a firm reminder that asks for a pay date.
4. Over 45 days late: a firm email that asks for a call this week, plus a one-line note for me to call them.
5. Under each email, put the invoice number, the amount and the days late.

Rules:
- Short. No threats, no guilt.
- Use only the amounts and dates I gave you.
- Ask me before you send, post, buy or delete anything.
- Never make anything up. If you can't find it, say so.

WHEN WE'RE DONE
- Check with me that this is true: Every late invoice has a reminder ready for you to check and send.
- Sum up what we did in 3 short lines.
- Ask me 2 quick questions so I remember how to do it next time.
- Tell me what to do next.