FINANCE
Daily Past-Due Invoice Aging Digest
Each morning, pulls all open and uncollectible Stripe invoices, buckets them by days-overdue, and emails finance a prioritized recovery worklist via Outlook.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekday-morning schedule
- ActionFetch open and past-due invoices from StripeStripe
- LogicBucket invoices by aging band
- ActionEnrich accounts from PostgresPostgres
- ActionPersist daily totals to PostgresPostgres
- OutputEmail aging digest via OutlookOutlook
What it does
This workflow gives the finance team a single daily snapshot of every dollar stuck in dunning. It aggregates open and past-due Stripe invoices, ages them into buckets, and delivers a ranked worklist so the team knows exactly which accounts to chase first.
When to use it
Use it when failed-payment recovery is ad hoc and nobody has a reliable view of total at-risk revenue. Ideal for a controller or AR analyst who wants one digest instead of living inside the Stripe dashboard.
How it works
- 1A scheduled trigger fires every weekday morning.
- 2The workflow queries Stripe for all invoices in `open`, `past_due`, and `uncollectible` states.
- 3A logic step buckets each invoice by age (1-7, 8-30, 31-60, 60+ days) and sorts by amount within each bucket.
- 4It enriches the top accounts with owner and plan data from Postgres.
- 5It writes the rolled-up totals back to a Postgres reporting table for trend tracking.
- 6It emails the formatted aging digest to the finance distribution list through Outlook.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 3Connect OutlookMail, calendar, contacts.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.