Chase a Quarter
start_chaseStarts chasing Clients for their records for a Quarter: each gets a personal link (no login, works on a phone) and a first email; then Nudges go out on the practice's plan until they send their records. confirm:false (default) shows who would be chased, who has no email, the checklist and the dates (the date Clients are asked to send by, and the HMRC deadline); confirm:true starts it. Safe to repeat: Clients already being chased are left alone. Use this when: asking Clients to send their records for a Quarter — everyone, a group by tag, or one Client — including particular items such as bank statements or receipts (checklist). Not for: reminding Clients already being chased (send_nudges_now); documents unrelated to the quarterly update.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| clients | Yes | "all", or Client names/emails/tags | |
| confirm | No | false (default) = dry run: shows what would happen, changes nothing. true = do it. | |
| quarter | No | Quarter like "2026-27 Q3". Default: the Quarter whose HMRC deadline is next. | |
| checklist | No | what to send, 1–8 items; default: the practice's checklist (sales and income, receipts and invoices for expenses, bank statements for accounts the practice can't already see) | |
| idempotency_key | No | Optional; reuse when retrying so the change happens once. |