Michel San Diego 3H AGO

I built a workflow that prepares late invoice reminder emails for me. Our industry has tight margins, and our back end is rudimentary with limited capabilities, so sending these reminders was annoying, repetitive manual labor. I had Claude Cowork walk me through creating an agent that logs in every Monday night, checks our late AR, and compares the customer names against a Google Sheet list I created. It uses an email template I provided, adds the contact name from the Sheet, and includes each late invoice’s identifying number, amount, and due date. The agent puts the emails in my Drafts folder and emails me a report showing which customers were included, how much each one owes, and the totals. All I have to do is review the drafts, confirm everything looks good, and hit Send. This has saved me about an hour every Monday night of tedious, repetitive manual labor. Step-by-step: 1. I created a Google Sheet with the customer names and contact names. 2. I had Claude Cowork walk me through creating an agent that logs in every Monday night. 3. The agent checks our late AR and compares the customer names against the Google Sheet. 4. It uses my email template and adds the contact name, invoice identifying number, amount, and due date. 5. It places the completed emails in my Drafts folder. 6. It emails me a report listing the included customers, the amount for each, and the totals. 7. I review the drafts, confirm that everything looks good, and send them.