Unknown author · Workflow & Planning
2 items
Overdue invoice and payment reminder emails, drafted inside Gmail. Friendly, firm, or final notice, written from the thread. Stop rewriting the same "just checking in on that invoice" email. Collections Copilot reads the client thread you already have open in Gmail and drafts the next follow-up for you: a friendly nudge, a firm reminder, or a final notice. It pulls the invoice number, amount, and due date from the conversation so the email says exactly what needs saying. You review, edit if you want, and hit Send. Nothing is ever sent for you. It also keeps a simple list of who you're chasing and what step you're on, right in Gmail's side panel. Built for freelancers, agencies, consultants, and small service businesses who invoice by email. What it does - Drafts payment reminder emails for overdue invoices from the thread you're viewing - Three escalation stages: friendly, firm, final notice - Pulls invoice details from the conversation, no copy-paste - Tracks open invoices you're chasing in a side panel - Works with any invoicing tool. If the invoice was emailed, it works What it does not do - It does not read your inbox. It only looks at the thread you open and click on - It does not send email. You always press Send - It does not need access to your Google account Pricing Free: 3 drafts per month. Pro: unlimited drafts, $7/month or $49 once. 7-day free trial of Pro on install.
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