Recurring work, on routines

1name: overdue-invoices-monday
2display_name: Overdue invoices, every Monday
3description: Find last week's leads with unpaid invoices, call them, then follow up on every email they have.
4archetype: platform-assistant
5model: deepseek-v4-flash
6steps:
7  - title: Pull last week's leads from the CRM
8    prompt: |
9      List every lead created in the last 7 days from the connected CRM.
10      Return a JSON array of {id, name, emails, phones}.
11  - type: foreach
12    title: Check each lead's invoices
13    items: "{previous}"
14    as: lead
15    max_concurrency: 8
16    steps:
17      - title: Read attachments and invoices
18        prompt: |
19          For {lead}: open every attachment, find invoices, sum what is owed
20          and whether it is overdue. Return {id, owed, overdue, emails, phones}.
21  - title: Keep only overdue
22    model: gemini-3.5-flash
23    prompt: From {previous} keep leads with overdue > 0. Return the JSON array.
24  - title: Call them through the Sales Platform
25    prompt: |
26      Create a call campaign for {previous} with the "Collections" assistant
27      and launch it. Return who was reached and who was not.
28  - title: Follow up on every email
29    prompt: |
30      For everyone not reached in {previous}: create a 3-step follow-up
31      sequence and send the first email to every address they have.