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Collects payment metadata and schedules multi-channel reminders for bills that are due soon.
Source Definition
export const upcomingPaymentsReminderWorkflow = defineWorkflow({
meta: {
key: 'pfo.workflow.upcoming-payments-reminder',
version: '1.0.0',
title: 'Schedule Upcoming Payment Reminder',
description:
'Collects payment metadata and schedules multi-channel reminders for bills that are due soon.',
domain: 'finance',
owners: [OwnersEnum.PlatformFinance],
tags: ['payments', 'reminders', TagsEnum.Automation],
stability: StabilityEnum.Beta,
},
definition: {
entryStepId: 'collect',
steps: [
{
id: 'collect',
type: 'human',
label: 'Review Upcoming Bill',
description:
'Confirm amount, due date, and preferred delivery channels before scheduling reminder.',
},
{
id: 'schedule',
type: 'automation',
label: 'Schedule Reminder',
action: {
operation: {
key: 'pfo.reminders.schedule-payment',
version: '1.0.0',
},
},
requiredIntegrations: [
'emailOutbound',
'smsNotifications',
'calendarScheduling',
],
retry: {
maxAttempts: 2,
backoff: 'linear',
delayMs: 1000,
},
},
],
transitions: [
{
from: 'collect',
to: 'schedule',
condition: 'output?.confirmed === true',
label: 'Reminder confirmed',
},
],
},
});