✦Now with approvals, memory and scheduled runs
Runs / #3281 · Chase overdue invoices
Draft
Finance Ops·Just now
Describe what you want done…
Agent · Finance Ops
CRM
Email
Billing
PlanWaiting
1
Pull open invoices from BillingFilter: unpaid, due > 30 days
2
Match customers in CRMOwner, contact, last touchpoint
3
Skip accounts flagged by Sales2 excluded: active renewal talks
4
Draft personalised remindersTone: friendly · include invoice links
5
Queue for approvalSend on approve · log to CRM
ActivityLive
14:02:11billing.list status=unpaid due_lt=2026-09-20
14:02:12→ 16 invoices · $48,210 outstanding
14:02:13crm.lookup 16 accounts · matched 16
14:02:13⚠ skipped 2 · sales_flag=renewal
14:02:14llm.draft ×14 · tone=friendly · voice=Northwind
14:02:21✓ 14 drafts ready · awaiting approval
Results
Drafted 0/14Outstanding $0Est. time saved 0m
Reminder · Lumen StudioNeeds approval
Toaccounts@lumen.studioSubjectInvoice #INV-2291 — a gentle nudge
Hi Priya — hope the launch went well. Just flagging that INV-2291 ($6,400) came due on 9 Sep. If it's already on its way, ignore me; otherwise here's the link to settle it. Thanks as ever — Maya
✓14 reminders sent · logged to CRM · next check in 7 days
Scroll to play
Playing the film · scroll to take over
Built for real operations
Everything a good teammate would do.
Send 14 invoice reminders✓
Close 6 stale support tickets✓
Post weekly revenue summary✓
Approvals before actions
Anything that touches a customer or moves money waits for a human. One tap, from Slack, email or the app.
PreferenceNever email Acme on Fridays.
PreferenceUse "Hi" not "Dear" with customers.
Learned todaySkip accounts in active renewal talks.
Memory that compounds
Every edit you make becomes a rule it follows next time. Within a month it sounds like your team.
Max 50 emails / runpolicy
No refunds > $500policy
Delete customer datablocked
Guardrails you set
Budgets, rate limits and hard no-gos, enforced before every action.
14:02:11 billing.list unpaid14:02:13 crm.lookup ×1614:02:14 llm.draft ×1414:02:21 approval.request maya14:05:02 email.send ×1414:05:03 crm.note ×1414:02:11 billing.list unpaid14:02:13 crm.lookup ×1614:02:14 llm.draft ×1414:02:21 approval.request maya14:05:02 email.send ×1414:05:03 crm.note ×14
A full audit trail
Every call, every token, every decision — exportable, searchable, SOC 2 ready.
Runs on a schedule
Every Monday at 9, or whenever an invoice goes 30 days late. Your call.
CRMEmailCalendarBillingHelpdeskChatDocsSpreadsheetsData warehousePaymentsAccountingProject boardsHRISCloud storageWebhooks & API
Works with the tools you already use
40+ integrations with the systems your team lives in — plus a REST API and webhooks for everything else.
Pricing
Simple, honest pricing.
Start free. Pay per seat when your team wants its week back.
Give it the goal. It does the work.
Set up your first agent in four minutes. No credit card.
Free for 3 agents and 100 runs a month, forever.