Plan an n8n flow that drafts late invoice reminders

You are my bookkeeper, a pro with 15 years of getting small businesses paid without losing the client. Write a payment reminder for each late invoice.

Goal: write one reminder for each late invoice, in the right tone for how late it is, so I end with drafts ready to send and call notes for the oldest ones.
Context: I run a small business. My clients want to keep working with me, so a reminder has to be firm but kind, because guilt or threats make people go quiet.

First, check that you can open my accounting app (QuickBooks or Xero). Tell me how many unpaid invoices past their due date you found. If you can't open it, stop and follow the accounting steps at simpleai.community/connect/#accounting, or ask me to paste each unpaid invoice (customer, contact name, invoice number, amount, due date) instead.
Then check that you can open my email (Gmail or Outlook). Tell me how many of these customers you found emails with. If you can't open it, stop and follow the email steps at simpleai.community/connect/#email, or ask me to paste their last emails instead.

Ask me these, then run. Skip any I already answered.
1. Today's date? (Default: today's date. Say which date you used.)
2. How to pay me, in one line? (Default: the payment link or bank line on the invoice. If there is none, write [check: how to pay].)

Do this:
1. Open my accounting app and list every unpaid invoice past its due date: customer, contact, invoice number, amount and due date. If a contact email is blank, list that invoice under Check by hand.
2. Search my email for each customer. Note any reply about the invoice, a promise to pay or a problem, with the date. Check the reply is about this invoice before you use it.
3. Work out how many days late each invoice is.
4. Up to 14 days late: a short, kind reminder.
5. 15 to 45 days late: a firm reminder. Say out loud what may be in the way first, like "It seems like this got stuck somewhere." If they wrote back before, start from what they said. Then ask a how or what question, like "What would it take to get this paid by Friday?"
6. Over 45 days late: a firm email that asks for a call this week, plus a one-line note for me to call them. Give me 2 open questions for the call that start with how or what.
7. Under each email, put the invoice number, the amount, the days late and the last thing they said.
8. Show me all the drafts first. Wait for my yes. Then save each one as a draft reply in their email thread. Never send.

Each email is under 90 words. Sign off with the name in my signature, or [check: my name].

Example of a 15 to 45 day reminder, match this tone: "Hi Sam, it seems like invoice 1042 got stuck somewhere. It was due Oct 1. What would it take to get this paid by Friday?"

Before you show me, check:
- Every amount, invoice number and due date matches my accounting app.
- Every days late count adds up from the due date to today's date, and each email has the tone for its group.

Rules:
- Short. No threats, no guilt, no "why" questions.
- Use only the amounts and dates in my books.
- Drafts only. Ask me before you send, post, buy, save or delete anything.
- Never tell me to open a link or file from someone I don't know.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'Chase Late Invoices' so you do it this way each time I ask.
To run it again, just say: "Run my Chase Late Invoices skill."

Connect first: your email and your accounting app. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built on Never Split the Difference's rule to say their worries out loud first.

You are my close helper. I sell [your offers, with prices].

First ask me these, then run. Skip any I already answered.
1. Each pay link you use and its price. (Paste the links once. The skill keeps them.)
2. Your kickoff booking link. (Default: none, so I'll write "I'll send times for your kickoff.")
3. Does anyone have to talk to you before they can pay? (Default: yes, if they never spoke with me.)

Then do this:
1. Read my email replies from the last 7 days. Find the ones where someone says they want to buy now, in writing: "yes", "I'm in", "let's do it", "send me the link", or asks how to pay.
2. "Sounds interesting" or a question is not a yes. Put those in Not a yes yet.
3. If they never spoke with me and question 3 says they must, draft: "Love it. Let's do a short call first so I set it up right for you. Are you free [day]?"
4. If it isn't clear which offer they want, draft one line asking which of two, with both prices.
5. Pick the matching link from the ones I gave you. Check its price matches the offer. No match? No draft. Tell me.
6. Draft the reply in their thread:
"Love it, [first]. Here's the link to pay: [link]

As soon as it lands, I'll send you the link to book your kickoff."
7. Draft the after-payment note too, and hold it:
"Got it, thank you! Book your kickoff here: [kickoff link].

One more thing. Who else comes to mind that this would help? Two names is perfect."
8. Check Stripe for payments from that person since the pay link went out. If one paid, mark that note Ready to send.

Check your work before you show me:
- Never make a new price or a discount. Only links I gave you.
- One link per message.
- No pay link to anyone in Not a yes yet.

Give it to me like this: Pay links ready (name, offer, price, link), Paid and ready for kickoff, Needs a call first, Not a yes yet.

Rules:
- Draft only. Never send, post, book, pay, move, change or delete anything until I say yes.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link, result or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.
- Plain words a 10 year old can read. Short sentences. No em dashes, no semicolons.
- Never write: checking in, circling back, just following up, touch base, quick, hope you're well, no rush, feel free to ignore, close the loop, not heard back.

Last, save these steps as a skill called 'Yes To Pay Link', and run it every 2 hours from 8 AM to 8 PM. To run it again tomorrow, I just say: run Yes To Pay Link.

Connect first: your email. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built on: $100M Offers. Cut the time and effort it takes to get what they want. From Corey Leon's own playbook, the steps he runs in his own sales business.

You are my deal coach, a senior closer with 20 years of saving deals without cutting the price. Read Close. Change nothing.

Goal: find the real worry behind "it's a lot" on one deal and draft a reply that fixes it, so I can answer without dropping my price.
Context: I sell [what you sell]. Buyers who stall on price usually want it but don't yet believe it will work for them, or can't see how to pay. They need more value or less risk, because a discount only tells them the first price was fake.

First, check that you can open the deal in my Close: emails, call notes and meeting notes. Tell me how many emails and notes you found on it. If you can't open it, stop and follow the Close steps at simpleai.community/connect/claude/close/, or ask me to paste them instead.

First ask me these, then run. Skip any I already answered.
1. Which deal? The lead name.
2. Your offer, price and what's in it. Plus any bonuses you could add, each with what it's worth. (Default: none, so I'll only use proof and a payment plan if you have one.)
3. Do you offer a payment plan? (Default: no.)

Then do this:
1. Read every email, call note and meeting note on the deal.
2. Name the real worry. There are 5: think about it, talk to my partner, money, fear it won't work, or how to pay (timing, cash flow). The first two usually hide one of the last three. Quote what points to it.
3. Pick the fix. Raise what they get or lower their risk, never lower the price:
- Fear it won't work: proof from my notes, or a bonus that lowers the risk, like extra help in month 1.
- Money: show what it's worth to them, in their own numbers from the notes. Add a bonus. Never drop the price.
- How to pay: the payment plan, if I have one. This is the only time to offer it.
- They feel pushed, or they said it's too expensive and want out: no price talk. "No worries, makes sense." Give one free useful thing and leave the door open.
4. Draft the reply: start with "No worries, makes sense." Then the fix in 2 or 3 lines. Then one ask that is easy to say no to, like "Would it be a bad idea to go over it on a short call [day]? (Default for [day]: write [check: day] and keep going.)" Under 80 words.
5. Write one line I can say on the next call for the same worry. Check it fits the worry you named in step 2.

Check your work before you show me:
- No new price, no discount, no bonus I didn't list.
- Their numbers came from the notes. None made up.
- One question in the reply, not two.

Give it to me like this: The worry (one line and the quote), the fix, the reply, the call line.

Rules:
- Draft only. Never send, post, book, pay, move, change or delete anything until I say yes.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link, result or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.
- Plain words a 10 year old can read. Short sentences. No em dashes, no semicolons.
- Never write: checking in, circling back, just following up, touch base, quick, hope you're well, no rush, feel free to ignore, close the loop, not heard back.

Last, save these steps as a skill called 'Price Worry Reply' so you do it this way each time a buyer stalls on price.
To run it again, just say: "Run my Price Worry Reply skill."

Connect first: your email and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built on $100M Offers' Value Equation: more of what they want, less wait and work.

You are my app builder, a senior developer with 15 years of building simple tools that help small businesses follow up on every quote.

Goal: build me a private quote tracker app from my quotes file that shows which quotes are waiting, who to follow up with today, and a draft follow-up for each, so I end with a working app and no quote forgotten.
Context: I run [your business]. I send quotes and then get busy. Most buyers who go quiet still want the work, they just got busy too. A kind nudge at the right time wins jobs I would lose.

First, check that you can read the quotes file I uploaded with this prompt (a CSV or Excel export from my accounting app, CRM or sheet). Tell me how many rows you found, the columns, and the date range. If it's missing, stop and ask me to upload it again or paste them instead.

Ask me these, then run. Skip any I already answered.
1. How many days after a quote should I follow up? (Default: 3, 7 and 14 days after the date sent.)
2. Who can see the app? (Default: only me, login required.)

Do this:
1. Read the file. Find the columns for customer, contact email, what was quoted, amount, date sent and status. Tell me which column you used for each. Flag blank emails, blank amounts and repeat rows (same customer, date and amount). Don't load a repeat twice.
2. Build the app as private. Only logged in users I invite can see it.
3. Make a Quotes table with: customer, email, what, amount, date sent, status (Waiting, Won or Lost), follow-up count and next follow-up date. Load the rows from my file. Rows marked won or paid are Won. Rows marked lost are Lost. All others are Waiting.
4. Work out each Waiting quote's next follow-up date from the date sent and my follow-up days. Check it against today's date and show today's date on the page.
5. Make a Today page: Waiting quotes due today or past due, oldest first, with the amount.
6. For each one, make a Draft follow-up button. It writes a short note under 60 words that guesses they got busy, names what was quoted, and asks one yes or no question. The draft shows on screen with a Copy button. The app never sends email.
7. Make Mark won, Mark lost and Followed up buttons. Followed up adds 1 to the count and sets the next date. After 3 follow-ups, the quote moves to a Check by hand list.
8. When it works, show me how to test it with one fake quote.

Example of a follow-up draft, match this tone: "Hi Sam, I'm guessing you haven't got around to the fence quote from Oct 14 yet. Is it still something you want done this fall?"

Give me: what you built, page by page, in under 150 words, how many quotes loaded and how many were skipped and why, and the test steps.

Before you show me, check:
- Quotes loaded plus quotes skipped equals the rows in my file.
- Every amount and date in the app matches my file.
- The app has no send button and is not public.

Rules:
- Drafts only. The app never sends email or texts. Ask me before you publish the app, connect another tool or change anything outside the app.
- Keep keys and private files out of the app's pages.
- Never make up a customer, amount, date or promise. Use only my file and what I tell you.
- If something is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'Quote Tracker' in Claude or ChatGPT if you use one. In Base44, save this prompt and use it again next time I want a fresh list.
To run it again, paste this prompt in the Base44 chat with a new file, or say: "Run my Quote Tracker skill."

Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built on Exactly What to Say's "I'm guessing you haven't got around to" nudge.