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Claude workflow

Chase overdue invoices with Claude

List the invoices past due and get a polite reminder for each, firmer where you already sent one.

Elsa Lindqvist
Elsa L.
Editor

What does this workflow do?

Claude lists overdue invoices by amount, checks each company's activity for earlier reminders and anything that explains the delay, and drafts a short reminder in your style. You get a table with the amount in its own currency and days overdue, and send only the reminders you approve.

The prompt

Copy it into a chat with Lumenbase turned on. Fields in square brackets are yours to fill in.

Prompt
Use the Lumenbase connector.
1. Call fetch_invoices with status overdue, sorted by amount.
2. For each invoice, check fetch_activities for earlier reminders and anything that explains the delay.
3. Draft a short reminder in my style (fetch_writing_style, channel "email"). Be firmer when we already sent a reminder, never rude.
4. Show me a table: invoice, company, amount in its own currency, days overdue, draft. Send with send_email only the ones I approve.

Run it as /chase_overdue_invoices in Claude.

Tools it calls

In the order the prompt uses them.

  1. List invoices · Read

    Fetch invoices from the CRM with optional filters.

  2. List activities · Read

    Fetch activities from the CRM with optional filters.

  3. Read your learned writing style · Read

    Read the logged-in user's analyzed writing style for the current workspace, learned only from mail they sent in this workspace: core tone description, channel notes, and up to five real examples per channel (only examples the user may already see through the mail tools).

  4. Send email · Send

    Draft and send an email to a contact from the user's connected mailbox (Gmail, Outlook, or SMTP).

What to check before you approve

  • The invoice is really unpaid, and nobody has agreed a delay.
  • The amount and currency in the draft match the invoice.
  • The tone fits the relationship.

Make it recurring

This job comes back every week. Ask Claude to turn it into a Routine and it runs in Lumenbase on its own schedule, as a draft you review and switch on.

Turn a workflow into a Routine

Common questions

No. The prompt asks for firmer wording after an earlier reminder, never rude.

No. It sends only the ones you approve in the table.

Sources and scope

The prompt and its tool list come from the Lumenbase MCP workflow catalog, the same list the connector serves.

Claude is a trademark of Anthropic. ChatGPT is a trademark of OpenAI. Cursor is a trademark of Anysphere. Lumenbase is not affiliated with, sponsored by or endorsed by these companies.

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Claude workflows for client salesLumenbase for ClaudeIs it safe to connect Claude to your CRM?

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