INPUT 01
Input 01
Accounts receivable export
Draft the overdue invoice follow-up
Prepare a factual, polite reminder with the right invoice details.
Work typeFinance
SetupConnected apps
ContextWorldwide
01 / What you bring
REQUIRED INPUTSGather the material before running the prompt. Follow the publisher’s full checklist for the specific task.
INPUT 02
Input 02
Invoice and payment terms
INPUT 03
Input 03
Payment and dispute history
Publisher excerpt: “Drafts overdue-invoice reminder emails from the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) plus PayPal, Stripe, and…” Source ↗
02 / What you get
EXPECTED OUTPUTA prioritized reminder list and messages for approval.
DRAFT HANDOVERFOR HUMAN REVIEW
A prioritized reminder list and messages for approval.
Evidence and supplied inputs
Assumptions and missing information
Draft output and review questions
This describes the intended handover. It is not a measured or executed result.
03 / Set it up
Claude: follow the publisher’s Claude or Claude Code installation path. Preserve the complete skill folder and supporting references; configure required tools before trying the prompt.
STEP 01
Review the complete source
In Claude Code, add the publisher’s marketplace:
STEP 02
Keep the full workflow
claude plugin marketplace add anthropics/knowledge-work-plugins
STEP 03
Configure your workspace
Install the full plugin so supporting files and connectors stay together:
STEP 04
Try a reviewable first draft
claude plugin install small-business@knowledge-work-plugins
STEP 05
Try a reviewable first draft
Start a fresh session, supply the listed inputs, and use the starter prompt. For Cowork or chat, use Customize → Plugins and follow the current official guide. Connector access depends on your setup; uploaded files can support the selected draft workflow.
Compatibility, tools & dependencies
Publisher documents a Claude/Agent Skills setup. Review the complete pack and its current installation instructions.
Geography-neutral workflow. Set Australian spelling, AUD, dates and business context explicitly; local compliance is not supplied by this label.
Named tools: Xero, MYOB, QuickBooks, Shopify, Canva, Notion, Microsoft 365, Stripe, PayPal, Square, Airwallex. Actual access depends on your setup.
- The source references app or connector access; install/configure the complete plugin and confirm permissions.
Pinned source snapshot; review publisher release and installation notes.
Public instructions do not imply free access to AI products, apps or APIs.
04 / Your starter prompt
REPLACE THE BRACKETSUse invoice-chase for my [trade] business with this receivables export. Check for payments or disputes first. Draft reminders using the verified amount, due date, and payment details. Do not add fees or send messages.
Fieldwork’s starter prompt. Keep the complete publisher workflow and replace the brackets before use.
05 / Before you rely on it
Review the draft before using it
Confirm payment status and customer identity before sending. Never invent a late fee or payment link.
This is a source-inspected starting point. Fieldwork has not run-tested this skill or measured time savings.