AgentPMT

Accounts Receivable Follow-Up

Saves ~40 min

Details

Automates collections by pulling overdue invoices from Zoho Books, calculating days overdue, drafting collection emails with appropriate urgency levels, sending reminders to customers, and tracking collection efforts in a spreadsheet. Improves cash flow by ensuring consistent follow-up on unpaid invoices.

Tools In This Workflow

Workflow Steps

  1. 1Pull Overdue Invoices
  2. 2Calculate Days Overdue
  3. 3Draft Collection Emails
  4. 4Send Collection Emails
  5. 5Track Collection Efforts
  6. 6Notify Completion
Step 1 of 6
Tool1

Pull Overdue Invoices

Pull all overdue invoices from Zoho Books with customer name, email, invoice number, amount, due date.

Pull Overdue Invoices

Frequently Asked Questions

How do I connect this workflow to my local agent like OpenClaw or Claude Code?

You can install the local MCP server by opening a terminal and running:

Install commands

npm install -g @agentpmt/mcp-router
agentpmt-setup

This will connect you to local agents like Claude Code, Windsurf, Grok Build, Cursor, etc.

Alternatively you can connect to the hosted version with this config block, no installation required:

Hosted MCP config

{
  "mcpServers": {
    "agentpmt": {
      "type": "streamable-http",
      "url": "https://api.agentpmt.com/mcp",
      "headers": {
        "Authorization": "Bearer <AGENTPMT_BEARER_TOKEN>",
        "x-instance-metadata": "{\"client\":\"generic-mcp\",\"platform\":\"remote\"}"
      }
    }
  }
}

View MCP Connection Instructions for more details.

How do I trigger this workflow?

You can use it here in the browser by clicking the 'Try It' button.

If you 'star' the workflow it will save to your dashboard for quick access.

To use the workflow in an external agent, make sure you have followed the steps to connect it to the MCP server and then copy / paste this prompt, or just tell it to use the AgentPMT MCP server and use this workflow.

Agent prompt

Call the AgentPMT-Workflow-Skills tool with action 'get_workflow_skill' and skill_id 69921bffaa85db8efed13814 ("Accounts Receivable Follow-Up").

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