- AI-Agent
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Send Fee Reminders
Email parents about unpaid term fees and log first notices
Use this Agent instantly or customize it - no programming needed
- fee list change noticefee list change notice
Your fee list identifies which list the Agent needs to read after a change.
- term fee statementsterm fee statements
Your statements show unpaid charges, payment details, and whether a first email went out.
- school email settingsschool email settings
Your approved sender address and wording shape each parent's first reminder.
Your school fee list alerts the Agent to changes and keeps each family's reminder status.
- office review statusoffice review status
Your office sees missing details, rejected sends, and uncertain sends before any retry.
- parent fee emailparent fee email
Parents receive individual reminders with their unpaid amount, due date, and payment link.
- sent email detailssent email details
Your statement shows the send time and message ID when the service accepts the reminder.
- office review statusoffice review status
Your office sees missing details, rejected sends, and uncertain sends before any retry.
Your parent email service sends each reminder and returns a send result and message ID.
This Agent checks term fee statements after your office approves them. It emails parents with unpaid charges. Your office sees sent notices and statements needing attention.
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GmailUsed as:
- School fee list
Gmail alerts the Agent to changes and keeps each family's reminder status.
- Parent email service
Gmail sends each reminder and returns a send result and message ID.
Microsoft OutlookUsed as:
- School fee list
Microsoft Outlook alerts the Agent to changes and keeps each family's reminder status.
- Parent email service
Microsoft Outlook sends each reminder and returns a send result and message ID.
ZoomUsed as:
- School fee list
Zoom alerts the Agent to changes and keeps each family's reminder status.
- Parent email service
Zoom sends each reminder and returns a send result and message ID.
Microsoft Office 365Used as:
- School fee list
Microsoft Office 365 alerts the Agent to changes and keeps each family's reminder status.
- Parent email service
Microsoft Office 365 sends each reminder and returns a send result and message ID.
ClickSend SMSUsed as:
- Parent email service
ClickSend SMS sends each reminder and returns a send result and message ID.
KeapUsed as:
- Parent email service
Keap sends each reminder and returns a send result and message ID.
SendGridUsed as:
- Parent email service
SendGrid sends each reminder and returns a send result and message ID.
Zoho MailUsed as:
- School fee list
Zoho Mail alerts the Agent to changes and keeps each family's reminder status.
- Parent email service
Zoho Mail sends each reminder and returns a send result and message ID.
ServiceM8Used as:
- Parent email service
ServiceM8 sends each reminder and returns a send result and message ID.
Campaign MonitorUsed as:
- Parent email service
Campaign Monitor sends each reminder and returns a send result and message ID.
GetResponseUsed as:
- Parent email service
GetResponse sends each reminder and returns a send result and message ID.
MailgunUsed as:
- Parent email service
Mailgun sends each reminder and returns a send result and message ID.
MailjetUsed as:
- Parent email service
Mailjet sends each reminder and returns a send result and message ID.
lemlistUsed as:
- Parent email service
lemlist sends each reminder and returns a send result and message ID.
FrontUsed as:
- Parent email service
Front sends each reminder and returns a send result and message ID.
OneSignalUsed as:
- Parent email service
OneSignal sends each reminder and returns a send result and message ID.
SuperchatUsed as:
- Parent email service
Superchat sends each reminder and returns a send result and message ID.
ActiveCampaign PostmarkUsed as:
- Parent email service
ActiveCampaign Postmark sends each reminder and returns a send result and message ID.
Mailchimp TransactionalUsed as:
- Parent email service
Mailchimp Transactional sends each reminder and returns a send result and message ID.
SenderUsed as:
- Parent email service
Sender sends each reminder and returns a send result and message ID.
Made for your industry
Send Fee Reminders is made for businesses in these industries.
- Education
Email parents about approved term fees and flag missing addresses.
Show all Agents for the Education industry
Made for your role
Send Fee Reminders is made for people in these roles.
- Office Coordinator
Show which parents got fee emails and which need an address.
Show all Agents for the Office Coordinator role - Accounts Receivable Specialist
Send reminders for unpaid school fees and track each result.
Show all Agents for the Accounts Receivable Specialist role
Made for your department
Send Fee Reminders is made for people in these departments.
- Administration
Email parents about term fees and surface missing contact details.
Show all Agents for the Administration department - Finance
Log sent fee reminders and flag statements needing review.
Show all Agents for the Finance department - Accounts Receivable
Send first payment notices for approved unpaid fee statements.
Show all Agents for the Accounts Receivable department
How Send Fee Reminders works
5 steps, in order, on every run.
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Find approved unpaid feesRead the changed fee list for approved statements with unpaid charges. Skip statements already handled.
-
Check reminder detailsCheck each parent's address, due date, and payment link. Flag missing details for your office instead of sending.
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Prevent repeat emailsMark complete statements as sending before emailing parents. Skip any statement another run has claimed.
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Email each parentSend each parent a separate fee payment reminder. Include the unpaid amount, due date, and payment link.
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Log sends and issuesRecord each accepted email's time and message ID on the fee list. Flag failed or uncertain sends for office review before any retry.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or Zoom.
20 tools
- Choose the school fee list and give the Agent access to read and update its statement rows.
- Each statement row must hold the term, family and parent names, approval status, unpaid amount, due date, parent email address, payment link, and separate advance email status and message ID fields.
- Choose the school's approved sender address and the wording for the first term fee reminder.
- Set the office view to show each term's advance email status, send time, message ID, missing addresses, and send failures.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Fee Reminders:
The Agent emails parents whose approved statements have unpaid charges. It skips statements with a prior advance email status.
Your office sees the missing address on that family's statement. The Agent leaves the reminder unsent so staff can follow up.
No. Your office sees rejected or uncertain sends on the fee list and reviews them before anyone retries.
Yes. You choose the school's approved sender and first reminder wording. The email uses each family's amount, due date, and payment link.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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