Vendor-agnostic action workflow over an accounting capability pack (QuickBooks or Xero) and the mail outbox. Binds the accounting connection through canonical core.acct.* op-steps (invoice / customer search), so the same recipe runs against whichever accounting vendor you connected: the resolver dispatches each op to the bound vendor and projects its raw records to the canonical accounting fields (balance / due_date / customer_id / email). It finds invoices that are open and past due, resolves which customers are overdue and have an email on file, drafts one concise reminder per customer, and sends the approved batch through the mail-send kernel ingredient. The chase emails the customer about their outstanding balance; it never creates, voids, or pays anything (canonical accounting op-steps are read-only — money writes ride the explicit gated ingredient binding). Because mail-send is the irreversible send-class boundary, attended runs hold the send step at the preflight approval gate.

How it works 18 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (18 steps)

■ invoices ?

■ customers ?

■ open_invoices filter

Filter by condition

■ open_invoices_dated map

Extract due_date from each item

■ overdue_invoices filter

Filter by condition

■ overdue_customer_ids_raw pluck

Extract customer_id from each item

■ overdue_customer_ids unique

Remove duplicates from

■ chase_customers filter

Filter by condition

■ chase_rows map

Extract from each item

■ ranked_chase_rows sort

Sort by

■ approval_candidates slice

Take a subset of

■ approval_candidate_count count

Count items in approval candidates

■ drafts ?

skip: step.approval_candidates is_empty

■ approval_batch default

Apply default

■ send ?

fail: config.sender_mail_instance is_empty

■ send_result_count count

Count items in send

■ summary to_summary

Format results as a summary card

■ approval_table to_table

Format results as a data table

Settings 5 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

acct setting =

tone setting = concise_professional

send limit setting = 10

business context setting =

sender mail instance setting =