Write invoice reminder templates that don't sound robotic

How to write a new template

1. Go to your workflow and add a new step

   Under the relevant table in the workflow, choose Add new and decide template type and when it should be sent.

   

2. In the template selector, choose Create new

   This gives you the option of write your own template from scratch or generate with AI.

   

3. Generate with AI and edit

   This is the fastest route. Give Trove a prompt and it will create a first draft for you to edit. It will automatically fill out dynamic fields like invoice number, due date and total amount due. If you are copying templates over from an existing system, just paste it into the prompt and Trove will add the correct dynamic fields for you.

4. Or write your own from scratch

   This is also fully supported if you would rather start with a blank template.

   

5. Add AI variation

   Whichever way you started, you can apply AI variation to vary sentences and avoid identical weekly emails.

   

6. Skip the signature if you’ve already set one up

   Trove pulls your signature in automatically from your email settings, so you don’t need to add it to the template itself.

Editing an existing template

1. Open the template

   Open the template from Templates or from inside the workflow action that uses it.

2. Make your changes and choose Update

   If the template is used in more than one place, Trove asks you to confirm before the change applies everywhere.

   

3. If you only want to update the template in one place, save it as a new template instead

   This keeps the original template untouched everywhere else it is used.

   

What plans include it

This feature is part of Trove's core set and is included on all plans.

Related features

• Automate invoice chasing with workflows →

  A workflow is an automatic reminder schedule you enrol customers into, so Trove sends reminders and statements and stops when an invoice is paid.