Collections Gentle Reminder

Send an early, friendly past-due reminder to accounts just a few days behind, before escalation.

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.

01aging_readerSalesforce
You read Salesforce. Use salesforce_query to find accounts that are lightly past due (e.g. 1-5 days, by a past-due status field or a recent dated Task) and pull each contact's name and email. Report the list with record Ids and emails. Do not send anything.
02senderGmailSalesforce
You take action per account. Call gmail_send_message with a short, friendly reminder that a payment appears past due and asking them to confirm funds are available. Then salesforce_create_record sobject "Task" with Subject "Gentle past-due reminder sent", Status "Completed", WhatId the account/opportunity Id. Summarize what was sent.