Prioritize overdue accounts with the full customer context.
Find overdue invoices, assemble recent account and correspondence context, and prepare a prioritized follow-up list without sending messages.
How this composition works
This workflow combines payment status with account ownership and recent correspondence so finance can focus on the cases that need judgment. The agent drafts a reasoned priority order and possible follow-up, but it does not contact customers, alter invoices, or make credit decisions autonomously.
Find overdue balances
Read open invoice and payment status for the approved review window.
Add account ownership
Retrieve the current relationship owner and relevant account notes.
Review correspondence
Summarize recent authorized email context without replying.
Prioritize follow-up
Compare pipeline and relationship context before proposing the order of action.
Connected systems
These are the real product connectors composed for this example, each scoped to the credential permissions your workspace approves.
Stripe
Read Stripe customers, charges, subscriptions, and invoices (read-only).
Explore connectorAttio
Create and manage Attio CRM records, notes, and tasks while accessing call recordings and emails.
Explore connectorGmail
Search and read Gmail messages and threads (read-only).
Explore connectorClose
Search activities and retrieve contacts, leads, opportunities, and email templates from Close CRM.
Explore connectorOptional skills
Where relevant, skills add reusable method and verification. The connectors and agent instructions remain the primary building blocks.
Try asking
More examples for Finance
Build a governed workflow like receivables review.
Tell us what your team repeats today. We will map the systems, approval boundaries, and first governed run with you.