Price: From $20/mo
Setup: Needs setup
Time saved: Maker hasn't shared this

Who it's for

Accounting and bookkeeping firms tired of chasing clients for receipts and forms by email.

What it does

Checks your sheet of open document requests every weekday
Writes reminder emails and sends them through Gmail
Logs the date and count of each reminder

Proof

Maker's claimShared by NewBrainsAI on the n8n template library

The template maker says it runs every weekday at 8am and emails clients who still owe documents.

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Try it yourself DIY version

Not ready to buy the tool? Paste this into ChatGPT, Claude or Grok. Fill in the [brackets] first.

Copy this prompt

I run a bookkeeping firm. Here is my list of clients who still owe documents: [PASTE: client name, document needed, due date, number of reminders sent]. Please write an email for each client. Use a friendly first request if no reminders were sent, a firmer reminder if 1-2 were sent, and a final reminder if 3 or more were sent. Keep each one under 100 words, list exactly what is missing, and include our upload link: [LINK]. Then give me a table of who to email today and who I should call instead.

How to set it up

Import the free template into n8n.
Make a Google Sheet with a Requests tab listing client, email, document, due date and status.
Connect Gmail and OpenAI and set your reply-to address.
Pick how many days between reminders and the most reminders to send.