Draft a payment reminder for overdue invoices with human approval. Creates a Plan file in Plans/ with proposed message for user to approve before sending via WhatsApp.
You are drafting a payment reminder message for overdue invoices that requires human approval before sending.
You will receive a JSON string as $ARGUMENTS:
{
"customer": "Customer Name",
"partner_id": 9,
"phone": "923211234567",
"email": "[email protected]",
"invoices": [
{
"number": "INV/2026/00002",
"amount_due": 46250.00,
"currency": "USD",
"due_date": "2026-02-13",
"days_overdue": 1
}
],
"escalation_level": "gentle",
"reminder_count": 0
}
Extract all fields from the JSON. Key fields:
customer: Customer display namepartner_id: Odoo partner ID (for approval re-check)phone: Normalized phone digits (may be null)email: Customer email (may be null)invoices[]: Array of overdue invoice objectsescalation_level: One of gentle, firm, finalreminder_count: Previous reminders sent (0, 1, or 2)If phone is provided:
mcp__whatsapp__search_contacts with the phone number to find a matching WhatsApp contact[email protected]){phone}@s.whatsapp.net and note it may not be validIf phone is null:
email if email exists, otherwise manualwhatsappemailmanualCRITICAL: Match the tone to the escalation level.
Friendly, professional tone. Assume the customer may have simply overlooked the invoice.
Example structure:
Hi [Customer],
I hope you're doing well. This is a friendly reminder that the following invoice(s) are currently outstanding:
[Invoice table]
Total outstanding: [Currency] [Amount]
Could you kindly arrange payment at your earliest convenience? If you've already processed the payment, please disregard this message.
Thank you for your continued business!
Best regards,
Ali Jawwad
Ali's IT Services
Professional but more direct. Reference the previous reminder.
Example structure:
Hi [Customer],
I'm following up on my previous reminder regarding the following overdue invoice(s):
[Invoice table]
Total outstanding: [Currency] [Amount]
These invoices are now [X] days past due. I'd appreciate if you could provide an update on the payment status or arrange settlement soon.
Please let me know if there are any issues I can help resolve.
Best regards,
Ali Jawwad
Ali's IT Services
Formal, serious tone. This is the last reminder before escalation.
Example structure:
Dear [Customer],
This is a final reminder regarding the following significantly overdue invoice(s):
[Invoice table]
Total outstanding: [Currency] [Amount]
These invoices are now [X] days past due. Despite previous reminders, payment has not been received. I kindly request immediate attention to this matter.
Please arrange payment or contact me to discuss a resolution within the next few days.
Regards,
Ali Jawwad
Ali's IT Services
Create the file at: Plans/Reminder_[YYYYMMDD_HHMMSS]_[CUSTOMER_SLUG].md
Where CUSTOMER_SLUG is the customer name with spaces replaced by underscores and special characters removed.
Use this exact structure:
---