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pfo.workflow.upcoming-payments-reminder

Collects payment metadata and schedules multi-channel reminders for bills that are due soon.

  • Type: workflow (workflow)
  • Version: 1.0.0
  • Tags: payments, reminders
  • File: packages/examples/pocket-family-office/src/workflows/upcoming-payments-reminder.ts
  • field.key.label
    pfo.workflow.upcoming-payments-reminder
    field.version.label
    1.0.0
    field.type.label
    workflow (workflow)
    field.title.label
    pfo.workflow.upcoming-payments-reminder
    field.description.label

    Collects payment metadata and schedules multi-channel reminders for bills that are due soon.

  • Type: workflow (workflow)
  • Version: 1.0.0
  • Tags: payments, reminders
  • File: packages/examples/pocket-family-office/src/workflows/upcoming-payments-reminder.ts
  • field.tags.label
    payments,reminders
    field.owners.label
    field.stability.label

    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',
    			},
    		],
    	},
    });