Know which invoice needs which conversation.
Some late payers already promised, one is disputing, the rest went quiet. Luminair reads your invoices and emails so each customer gets the right next message.
Here are my overdue invoices and my emails with those customers. For each invoice, tell me what is still owed, whether they promised to pay or disputed it, and draft the right next email. Do not write to anyone who already paid or promised.
Codexmatches each invoice to the money still owed
Claudereads the replies for promises and disputes
Geminiflags invoices where the email and the books disagree
Collections, week of Oct 1
- 3 invoices: promise-to-pay already on file, skip
- 1 invoice: dispute language detected, routed to review
- 12 invoices: reminder drafted, awaiting your send
Forty invoices are overdue. Three customers already said they are paying this week. One is disputing the amount. The rest have gone quiet. Sending the same reminder to all forty treats the quiet ones the same as the dispute.
- The same reminder gets sent to a customer who already promised to pay
- A real dispute sits unnoticed in a thread nobody reopened
- Collections time goes to the loudest account, not the oldest
Try it yourself in Luminair
Six steps. No setup beyond the AI plan you already have.
- 1
Install Luminair and sign in
Download Luminair and open it. Go to Settings → Models → Add account and sign in with an AI plan you already pay for, like Claude, ChatGPT or Gemini.
- 2
Make a folder for this job
In the sidebar, choose New folder… and name it “Collections”. Then choose New session in this folder. Everything for this job stays together.
- 3
Bring the information in
You need: overdue invoices and customer emails. Connect Xero and Gmail in Settings → Connectors, or export the files and drag them into the chat.
- 4
Ask for the result
Paste this into the session, or say it in your own words:
Here are my overdue invoices and my emails with those customers. For each invoice, tell me what is still owed, whether they promised to pay or disputed it, and draft the right next email. Do not write to anyone who already paid or promised.
- 5
Get a second opinion
Pick a different model in the model picker and ask it to check the first answer:
Which of these drafts would go to someone who already promised to pay or is disputing the amount?
- 6
Make it repeat
Open Flows → New and add the steps: Read overdue invoices and replies → Sort promised, disputed and quiet → Draft the next email for each. Choose when it runs, like every Monday at 09:00. Nothing is sent or changed until you approve it.
How it plays out
Bring the invoices and the emails together
Connect Xero and Gmail in Settings → Connectors, or export your overdue invoice list and drop it into a folder called Collections with the email threads.
Get one list, not one reminder for everyone
Ask for a list with the amount owed, the last contact, and whether each customer promised, disputed or went quiet. Each gets its own draft. Disputes are set aside for you.
Check, send, repeat weekly
Check the balances are current, then send the drafts you agree with from your own email. A Flow can rebuild the list every Monday so nobody gets chased twice.
You stay in charge
A friendly reply is not proof of payment. You confirm the ledger and approve every message before it goes out.
The dispute gets found in week one instead of week four, and the money owed gets a conversation instead of a form letter.
Sign in with the AI plan you already have and start with this job.