Karr Chase setup
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📬  Karr Chase  /  Invoice follow-ups

Let's get Karr Chase working for you.

Chase checks your invoice list every weekday morning and sends the follow-up on anything overdue. The tone gets firmer on its own the longer it's been.

This takes about ten minutes. You'll create a free login, connect your Gmail, and answer a couple of quick questions. Nothing to install.

Step 1 of 6

Create your free n8n login

This is the engine that runs Karr Chase in the background. You only do this once, ever.

  1. Open the link below. It opens in a new tab, this page will still be here.
  2. Click Sign up in the corner, and use the email you check most often.
  3. Set a password and confirm your email if it asks.
Open n8n and sign up →
Step 2 of 6

Get your free writing key

This is what lets Karr Chase actually write things, in your voice, for free. Google gives this out at no cost.

  1. Open the link below and sign in with your Google account.
  2. Click Create API key. It's a big button, hard to miss.
  3. Copy the code it gives you. It looks like a long jumble of letters, that's normal.
Open Google AI Studio →

This stays on your own device. We'll remind you exactly where it goes inside n8n in a moment.

Step 3 of 6

Connect your accounts

Inside n8n, click Credentials in the left menu, then Add Credential, for each of these.

  1. Gmail. So the follow-ups come from your real address.
  2. Google Sheets. Where your invoices and due dates live.
Open n8n credentials →
Step 4 of 6

A couple of quick questions

Nothing technical, just so Karr Chase fits how you actually work.

Doesn't matter to Chase, just so you can find it again.

Just context, no wrong answer. Chase handles any number the same way.

Step 5 of 6

Bring in the workflow

The file 03-karr-chase.json was sent to you separately. Download it from wherever you received it.

  1. In n8n, click the three dots in the top right, then Import from File.
  2. Pick 03-karr-chase.json from your downloads.
  3. Open each node with a dashed box or a placeholder, and fill in your writing key and your accounts from steps 2 and 3.

Make a Google Sheet for your invoice list. Row one needs these column names, exactly, all lowercase:

client_nameclient_emailinvoice_numberamountdue_datestatuslast_chaseddays_overduetimes_chased

Karr Chase has no form. Once imported and turned on, it runs itself on a schedule, nothing to open.

Step 6 of 6

Try it before you trust it

A few real checks, so you know it works before it touches a real client or a real invoice.

When it looks right, save the workflow and turn on the Active toggle at the top. That's the last step.

Karr Chase is live.

That's the whole setup. It runs from here on its own.

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