Cautious replies to supplier payment requests
When a supplier chases a payment, the AI drafts a courteous reply that says the invoice is being checked, asks for the invoice number and purchase order, and never promises a date or an amount. Bank detail changes trigger a warning to the team.
- By
- Loop & Roll team · Official
- Copied
- 0 times
- Steps
- 6
- Version
- 1 · 18 October 2026
- Requires
- Loop & Roll 1.0.0 or later
Workflow graph
How it works
-
1
Payment chase received
trigger.email -
2
Read the chase
ai.extract -
3
New bank details?
flow.if -
4
Warn the finance team
notify.send -
5
Draft a verification reply
ai.compose -
6
Save the reply as a draft
mail.send
What you will fill in after import
Nothing personal travels with a template: connections, mailboxes, tables and recipients are left blank for you to pick in your instance.
- Mailboxes to choose
- Save the reply as a draft · mailbox
- Connections to choose
- OpenAI · connection (llm_provider)
- Secrets to fill in
- Warn the finance team · webhookUrl
See also
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