08:00 · Waiting for your approval3 reminders proposed · 5 steps · 14 AI credits
An agent hired to chase overdue invoices: its definition, its level (every action comes back as a card), its budget per run, and its schedule, which the reader changes between manual only, hourly, every 6 hours and daily; the day under it shows the runs that schedule makes, each with how it ended.
An agent is a job description.
Its instructions and the tools it may use. Or ask the Agent to write one.
New agentCollections
Purpose (one line)
Remind customers of overdue invoices, one reminder per invoice.
Instructions
Each morning, find the invoices past their due date. Write one reminder per invoice, with the amount and the days late. Skip an invoice with a dispute noted on it.
Tool grants
record.listtimeline.getemail.send
Default autonomy
Level 1: Proposer (every action is a card)
An agent being written: its purpose in one line, its instructions, the tools it may use, and the level it starts at, Proposer, where every action is a card.
Try it in the chat first.
A trial run under your own access, before it works on its own.
Trial run in chat, under your own access
Look at today's overdue invoices.
Three are past due. I would send one reminder each:
QuillonUSD 21,900.00 · 16 days late
SunmarkUSD 18,400.00 · 9 days late
ArcwellUSD 8,000.00 · 23 days late
Ask Overdue reminders anything…
The new agent tried in the chat: asked to look at today's overdue invoices, it answers with the three it would remind and the reminders it would write.
Every run, and how it ended.
Completed, waiting for your approval, or handed to a person, with what it cost.
Overdue remindersdaily · 40 AI credits/run
Waiting for your approvalToday 08:00 · 3 reminders proposed5 steps · 14 AI credits
CompletedYesterday 08:00 · Nothing new past due3 steps · 9 AI credits
Escalated to a personTue 08:00 · Arcwell disputed an invoice4 steps · 12 AI credits
CompletedMon 08:00 · 2 reminders, approved by Lena Ortiz6 steps · 18 AI credits
The agent's runs this week: completed with three reminders proposed, waiting for approval, escalated to a person when a customer disputed an invoice, each with its steps and its AI credits.