Placement Fee AR Clerk
Closes the revenue-leak gap between "Placed" in the CRM and "Paid" in the bank. Each day this agent scans your placements pipeline for records flipped to Placed, looks up the partner's commission rate, generates a clean Google Docs invoice with the correct number, line items, and net-30 terms, and emails it to the billing contact. It then walks the AR ledger: at 30 days overdue it sends a friendly nudge, at 60 a firmer second notice, and at 90 a final notice plus a human-escalation flag. State is tracked in an Agent Database so placements are never double-billed and reminders never double-send, with a daily digest summarizing issued invoices, reminders, escalations, and skipped placements.
Agent snapshot
Built for healthcare work, not a generic template.
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template use
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catalog views
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integrations used
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labels matched
Sample input
Build an agent to placement Fee AR Clerk. Use Google Sheets, Google Docs, Gmail, and Slack. Focus on finance. Return a ready-to-review result after each run.
Sample output
Every morning, watches your CRM for new placements, generates a branded Google Docs invoice, emails it to the partner billing contact, and chases unpaid invoices at 30/60/90 days.
Workflow brief
Where Placement Fee AR Clerk fits in a healthcare automation system
Placement Fee AR Clerk is designed for a specific recurring job: closes the revenue-leak gap between "Placed" in the CRM and "Paid" in the bank. Each day this agent scans your placements pipeline for records flipped to Placed, looks up the partner's commission rate, generates a clean Google Docs invoice with the correct number, line items, and net-30 terms, and emails it to the billing contact. It then walks the AR ledger: at 30 days overdue it sends a friendly nudge, at 60 a firmer second notice, and at 90 a final notice plus a human-escalation flag. State is tracked in an Agent Database so placements are never double-billed and reminders never double-send, with a daily digest summarizing issued invoices, reminders, escalations, and skipped placements. The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.
A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.
In this setup Twin uses Google Sheets, Google Docs, Gmail, and Slack as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.
What this agent automates
This run includes 8 concrete steps from the published agent data.
Read new CRM rows where status changed to Placed since the last scan
Look up partner commission rate, billing email, and any custom contract terms
Compute the fee using the configured commission basis and partner overrides
Generate a numbered invoice document with line items, due date, and remit-to block
Email the invoice from your business address to the partner billing contact
Record the invoice in Agent Database and write its number back to the CRM placement row
Integrations used
Placement Fee AR Clerk connects Google Sheets, Google Docs, Gmail, and Slack.
Google Sheets
Connected in this agent
Google Docs
Connected in this agent
Gmail
Connected in this agent
Slack
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Plans start at €20/mo