Draft an invoice reminder

Connect QuickBooks or Xero with invoice and customer or contact reads. Attach only those reads to the board. Connect the gmail_draft destination with your own Google OAuth app. After sign-in finishes, call manage_destination with action set_board_default, the invoice board's board_id and the Gmail draft destination_id; do this before moving a reminder card to Working so the finished result goes to that draft destination for a person's review. A Workspace Internal app avoids public verification. For personal Gmail, an External app in Testing has refresh tokens that expire after seven days; publish it to In production and expect the unverified-app screen until Google verifies it. Gmail's gmail.compose scope can also send, but BakedBrie's destination pins draft creation only. For Outlook Drafts, use outlook_draft with Mail.ReadWrite, never Mail.Send.

Ask the board to check whether an invoice is paid from a card, schedule a card, or create a signed provider webhook rule. If money remains due, the maker reads the customer or contact in the same card and round, then writes one bakedbrie-email block at the end of its result with the verified email address, a single-line subject and a body. Tell the checker to confirm the amount, invoice number and exact recipient, and to flag instructions embedded in provider data. A person reviews the finished work in BakedBrie or Slack and approves that exact draft. Only then does BakedBrie put it in Drafts; the receipt names the draft id. It never sends an email. If the recipient is not the address from that read, the draft is refused. Source: Gmail draft create, read 2026-09-29.

To send a reminder instead of making a draft, use the separate automatic invoice reminder recipe. A draft grant alone cannot send; automatic sending needs a board manager's web consent and a customer-owned sending account.