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.
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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.
安装前可以查看交给 AI 代理的指令内容。
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:
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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.
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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.
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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.
中文简介正在准备中。当前显示英语简介。
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.
中文简介正在准备中。当前显示英语简介。
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.
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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.
中文简介正在准备中。当前显示英语简介。