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Get Paid Faster with Automated Invoice Follow-Ups Using Agentic AI

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Invoice Automation

To start automating invoice follow-ups, first visit Pabbly Connect by navigating to the Agentic AI page. You can do this by entering the URL: by.pabbly.com/agenticai/ in your browser.

Once on the Agentic AI page, click on the ‘Get Started’ button. You will then be prompted to select a free plan to begin using the features of Pabbly Connect.

2. Setting Up Your Workflow in Pabbly Connect

After signing up, you will land on the dashboard of Agentic AI. Here, you will need to create a new workflow for invoice follow-ups. Click on the ‘Create Workflow’ button and name it something like “Get Paid Faster with Automated Invoice Follow-Ups”.

Select the option to create a new workflow.
Enter a descriptive name for your workflow.
Click on ‘Create’ to proceed.

This step will guide you to set up your automated invoice collection system using Pabbly Connect.

3. Configuring Agentic AI with Pabbly Connect

In this section, you will need to provide a prompt for Agentic AI to build the invoice collection system. The prompt should include details such as classifying invoice risk levels and generating reminder messages.

Here’s an example prompt you can use: “Build an Agentic invoice collection system using Pabbly Connect and OpenAI. The agent should analyze the invoice age and classify customer risk level. Escalate high-risk invoices to the finance manager and produce a summary report of overdue invoices every day.” This is how Pabbly Connect enables the integration of various functionalities.

4. Integrating Google Sheets and Gmail with Pabbly Connect

Next, you will need to connect your Google Sheets and Gmail accounts to Pabbly Connect. This allows for automatic fetching and sending of invoice reminders. You will start by providing the Google Sheet URL and the necessary API key.

Copy the Google Sheet URL and paste it into the prompt.
Generate an API key from Google Cloud Console for Google Sheets API.
Enter the generated API key into Pabbly Connect.

This integration allows Pabbly Connect to pull live data from your Google Sheets, ensuring accurate invoice tracking.

5. Testing and Finalizing Your Workflow with Pabbly Connect

Once everything is set up, it’s time to test your workflow. You can run a test to ensure that your automated invoice follow-ups are functioning correctly. Check your Gmail inbox to see if the reminder emails are being sent as expected.

Confirm that the finance manager receives a daily summary report of overdue invoices. This final step demonstrates how Pabbly Connect effectively automates your invoice follow-ups.

Conclusion

Using Pabbly Connect to automate invoice follow-ups streamlines your payment reminders and enhances communication with clients. This tutorial provided a step-by-step guide to setting up your workflow effectively.