Scan for dropped balls
action_items_scanScans business records to auto-create action items for unscheduled deposits, unpaid invoices, unanswered quotes, expiring quotes, uninvoiced jobs, and stale leads, avoiding duplicates.
Instructions
Run the ball-drop catcher across the books. Auto-raises items for: deposit in but unscheduled, invoice unpaid 7+ days, quote unanswered 7 days, quote expiring within 7 days, job complete but not invoiced, and open leads with stale next actions. Deduplicates against items already open.
Input Schema
| Name | Required | Description | Default |
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No arguments | |||