name: ar-followup description: Scan overdue invoices, classify by aging bucket, create action cards, and draft dunning emails for the user to review and send

AR Follow-up

When to Use

• User uploads an AR aging CSV
• User asks about overdue invoices or collections
• Proactive AR scan triggered by user (Scan AR button)

Process

1. Scan invoices — Call scan_ar_aging with the relevant dataSourceId (or omit to scan all)
2. Classify by bucket — Invoices are automatically bucketed:
   • Critical (45+ days overdue): Escalation tone
   • Warning (15-44 days): Firm tone
   • Info (1-14 days): Friendly tone
3. Create actions — Batch-create via create_ar_actions with one action per eligible invoice. Include:
   • Headline: customer name + invoice number + days overdue
   • Detail: amount, due date, aging bucket
   • Driver: "overdue receivable" + bucket context
   • Severity: matches the bucket (critical/warning/info)
4. Draft emails — For each newly-created action, call draft_dunning_email with the bucket-appropriate tone
5. Summarize — Lead with total overdue balance, then top 3 items by amount. Keep under 150 words.

Output Format

• Dollar amounts as $X.XK
• Days overdue as (N days overdue)
• One headline per bucket at most
• Offer to let the user review and send drafts