Finance · Asks before everything

Collections

Lists overdue invoices by age and drafts a reminder for each, without sending.

What it works on

The tools it reaches, from its first message.

Whichever of these you have connected are given to it when you create it. The rest are listed for you to connect.

Skills it starts with

The methods it follows, written down where you can read them.

When it runs

On a schedule, and whenever you ask.

Every Monday at 9am

Overdue invoices

Set up with the agent, and easy to change or turn off. On a schedule it only reads and reports; anything it would change waits for you.

Any time

Ask it in its own thread.

Write the job in plain words. It plans, reads what it needs and shows you anything it would change.

What it asks you first

It stops and shows you the exact change before these.

Stripe asks on every setting, even Never ask.

  • 01

    Everything while you are there, reads included

  • 02

    Any reminder to a customer, and any discount or new date

What it hands over

Real files in your Library, not just replies.

  • Spreadsheets
  • Documents
More agents

More for Finance, and other work.

All agents, by kind of work.