Drafts only until you approve
Nothing goes to a customer, vendor or the public on its own.
HomeUse casesOverdue invoices and payment reminders
Overdue invoices and payment reminders
See every overdue customer invoice by company, get a reminder drafted for each one in your tone, and hold the disputed ones.
Coming soon: this use case is in build. The steps below describe what it will do; book a demo to see the parts that run today.
EXAMPLE REQUEST
What you ask.
What comes back.
An illustrative request. Your agent works on your own systems and records.
Good for: Finance & accounting, Owners & leadership
Industries: Any industry
Overdue invoices and payment remindersOdoo + Microsoft 365 mail + Luminorix app
Sample dataWhich customers are past due, and draft the reminders.
You get a reminder for each overdue customer, with disputed invoices held aside.
Illustrative example with sample data. Nothing here was sent or posted.
WHAT LUMINORIX DOES
Step by step.
- Reads the contextReads your open customer invoices and due dates in the accounting system, per company, with the access you granted and no more.
- Prepares the draftDrafts a reminder for each overdue customer, with disputed invoices held aside.
- Waits for your decisionThe draft goes to an approval card. Nothing is sent or changed until a person approves it.
SYSTEMS IT CONNECTS
Works with what you use.
- Odoo
- Microsoft 365 mail
- Luminorix app
Connector availability, data scope and permitted actions are confirmed for your systems before deployment.
WHERE YOU STAY IN CONTROL
Clear boundaries.
Least access
It reads only the sources this job needs.
On the record
Each draft keeps its sources and who approved it.
RELATED USE CASES
Often paired with.
START WITH ONE RECURRING JOB
Which work should an agent
take off your plate first?
Bring one recurring job. We map the systems, the access and the approval points, and show the agent doing it on sample data.