Sample workflow

Overdue invoice follow-up

Draft in Slack for approval — reminder sends after you approve.

Hired once in Slack. Viktor checks the tracker daily at 18:20 — no prompt per invoice. Nothing emails until you approve.

1. 011 · Trigger

   Hire the job once

   Daily at 18:20: check the invoice tracker, read Gmail for context, post a summary and reminder draft in #finance. Don’t send. Confirm it, and it runs without another ask.

   Screenshot pending01-slack-hire.png

2. 022 · Work

   The invoice tracker

   INV-1042: Mr. Athanasius, 4,800, due Aug 17, status Overdue. The sheet is the source — finance never opens a separate AR queue.

   Screenshot pending02-sheets-overdue.png

3. 032 · Work

   Detection and draft

   Viktor finds one overdue invoice, reads the Gmail thread, and posts analysis plus a soft reminder draft. Customer said payment goes out Friday — approval required, not sent.

   Screenshot pending03-slack-draft.png

4. 043 · Outcome

   Reminder sent after approval

   You approve. The follow-up goes out: Friday payment acknowledged, remittance confirmation requested. Soft tone — not a collections blast.

   Screenshot pending04-gmail-sent.png