Choose payment reminders based on days relative to an invoice’s due date, with clear escalation stages and contact limits. Identify invoices that need human review and stop reminders once payment is recorded.
한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.
Aging buckets, reminder tiers, and dunning cadence for chasing overdue invoices. Load this before deciding what reminder an invoice gets so you message consistently and don't over-contact a customer.
설치하기 전에 에이전트에게 전달되는 지시 내용을 확인할 수 있습니다.
Rules for turning an invoice's age and balance into the right action.
Measure age from the invoice due date (not issue date).
| Bucket | Age (days past due) | Reminder tier |
|---|---|---|
| Upcoming | −7 to 0 | Courtesy notice |
| Just overdue | 1 to 7 | First reminder |
| Overdue | 8 to 30 | Second reminder |
| Seriously late | 31 to 60 | Final notice |
| Delinquent | 61+ | Hold for human |
Regardless of bucket, do not send and hand off to a person when the invoice is:
아직 리뷰가 없습니다. 사용해 본 소감을 남겨 주세요.
로그인 없이 쓸 수 있습니다. 사용 후기, 질문, 작동하지 않은 환경 등을 편하게 남겨 주세요.
아직 댓글이 없습니다. 첫 댓글을 남겨 보세요.
Review Slack access requests against Okta role and team information, then prepare narrowly scoped GitHub or AWS IAM permissions. Apply changes only after an eligible person's approval and record the grant, reasoning, approver, and timestamp.
한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.
Research companies and people before outreach or meetings. Combines business profiles, recent news, hiring signals, and key contacts into a sourced brief with talking points and suggested questions, adding relationship history when CRM data is connected.
한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.
Review daily Google Ads and Meta Ads results for budget pacing, declining performance, and unusual activity. Get prioritized findings with supporting numbers and concrete recommendations for a marketing team to assess and carry out.
한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.
Automate website tasks such as navigating pages, filling forms, clicking buttons, taking screenshots, and extracting data. The skill also supports web app testing, with specialized guides for Electron desktop apps, Slack, and cloud browsers.
한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.
Process emailed vendor invoices by extracting details, comparing them with purchase orders and invoice history, and recording duplicates, overcharges, or missing orders. Summarize results in Slack for human review; payment approval and execution remain with people.
한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.
Guide changes to Kortix billing code, admin controls, and pricing screens. Explain how plans, trials, enterprise contracts, and access exceptions should work, where pricing is defined, and which audited routes must handle account changes.
한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.