Cookbook
Collect what's overdue, keep the relationship
Run a tiered dunning ladder on overdue invoices, with tone that escalates only after your approval.
Financeintermediate
What this does
- Pulls every open invoice and computes days overdue against the aging sheet
- Places each invoice on the ladder by days overdue, never skipping a rung
- Drafts tone-matched emails and holds every disputed invoice out of the chase
- Queues every draft for approval, nothing sends until you say so
Workflow
- Trigger
Every morning, or weekly sweep
Checks the AR aging report for anything overdue.
- Prompt
Pull the aging report
Open invoices from Stripe, matched against the AR sheet.
- Prompt
Place each on the ladder
Rung by days overdue, reminder, follow-up, final notice.
- Prompt
Draft the email
Tone matches the rung, never harsher than policy allows.
- Result
Queue for approval
Drafts wait in Slack; nothing sends until you approve.
Recommended skills
Reusable skills the recipe pulls in, add them once, every agent can use them.
Dunning ladder policyWhich rung fires at which days-overdue, and the tone for each
Dispute detectionFlag any invoice under dispute so it's held, never chased
Tone calibrationMatch the escalation to the relationship, not just the day count
How to use this recipe
- 1Connect Stripe, the AR aging sheet, Gmail, and Slack to the agent
- 2Set it to sweep daily, weekly, or run it on demand from Slack
- 3Paste the prompt; first run it asks your rungs, tone, and dispute field, then remembers them
- 4Review each rung's drafts in the approval channel, you approve, nothing sends alone
Recipe files
ar-collections-chase/
recipe.mdskill.mdjobs-setup/
ar-dunning-sweep.mdskills/
dunning-ladder-policy.mddispute-detection.mdtone-calibration.mdworkflow.jsonCopy the prompt
Install the "Collect what's overdue, keep the relationship" recipe from the Eluu cookbook. 1. Fetch https://eluu.ai/cookbook/ar-collections-chase/skill.md and save it into your skills folder as "ar-collections-chase". 2. Ask me its first-run questions and store my answers in memory. 3. Offer to schedule the recurring jobs listed in the skill; only create the ones I approve. 4. Then run the skill once end to end so we can review the output together.
eluu.ai/cookbook/ar-collections-chase.md
Paste it into any agent. It fetches the recipe file and pulls in the skills and prompts on its own, the prompt stays short, the detail lives at the URL.
