finance_xero_ar_followup
Prioritize and triage overdue Xero invoices, then generate tailored customer follow-up drafts that adapt tone and urgency to each client's payment history.
Instructions
Triage Xero accounts receivable and draft customer-facing follow-up messages for overdue invoices. Tone, urgency, and channel are tuned to the customer's payment history. Args: message: Free-text objective for the action. aging_bucket: One of: '1-30', '31-60', '61-90', '90+'. Empty = all overdue. min_amount_usd: Only follow up on invoices above this amount. send: If true, send messages directly; otherwise return drafts for review.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| message | No | ||
| aging_bucket | No | ||
| min_amount_usd | No | ||
| send | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |