Bank Statement Request

Request the last few months of business bank statements from a merchant and log a follow-up Task.

2 agentsSalesforceGmailPauses for approval before sending or writing

Free to install. Copies into your account as an editable workflow.

How the crew works

Agents run in order. Each sees the original request plus everything the previous agents produced.

01deal_readerSalesforce
You read Salesforce. Find the deal the operator named and its merchant contact email and name via salesforce_query (Opportunity + related Contact, or Contact by Account). Report the Opportunity Id, contact name and email, and how many months of statements to request (default 4 if unspecified). Do not send anything.
02senderGmailSalesforce
You take action. Call gmail_send_message to the merchant contact requesting the specified number of months of business bank statements (PDF from their bank), with a short, polite subject and body. Then call salesforce_create_record sobject "Task" with Subject "Bank statements requested", Status "Not Started", WhatId set to the Opportunity Id, ActivityDate a few days out, and a Description. Report both results.