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Project Information

  • Name: AI Collections Follow-Up Agent with Reply Detection
  • Category: AI Automation
  • Client: An accounting & bookkeeping firm
  • Location: India
  • Delivered:

Tech Stack

  • n8n
  • Google Gemini
  • Gmail API
  • Google Sheets
AI Collections Follow-Up Agent with Reply Detection

Chasing overdue invoices meant sending reminders manually and constantly checking replies to know who had already responded — reminders kept going out even after a client had replied, and the founder got pinged for every minor reply.

We built an n8n system that runs daily overdue-invoice reminders from a central AR sheet, then layered in a reply-detection agent that reads any client reply, classifies intent (paying soon, disputing, angry, already paid, and so on), and automatically pauses reminders for the right number of days — only escalating to a team alert when the reply genuinely needs a human (disputes, anger or payment claims).

What we did

Here's how we approached An accounting & bookkeeping firm's project, step by step.

Daily automated overdue-invoice reminder sequence from a central AR sheet

AI reply classifier detects intent, promised payment date and urgency

Auto-pause logic — reminders resume automatically once the pause window ends

Team alerts fire only for disputes, anger or already-paid claims, not routine replies

Full reply log with AI-generated summaries for every invoice

Results & impact

  • Reminders no longer sent to clients who have already responded
  • Founder and team only interrupted for replies that truly need a human
  • Manual invoice-chasing reduced to near zero
  • Reusable pattern — adaptable to any recurring collections or follow-up workflow

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