Revenue Recovery & Optimization Agent
An agent that assists the Accounting team in recovering and optimizing revenues by systematically managing outstanding invoices. This includes:
Identifying outstanding and overdue invoices.
Sending reminder emails to the appropriate customers.
Updating relevant Google Sheets to maintain process visibility.
Generating and emailing a report for Accounting oversight.
To do all this, the agent relies on a set of tools, which it uses when needed. Important: For the sake of simplicity, in this example, today's date is set on May 23rd, 2025.
TECHNICAL REQUIREMENTS FOR TOOLS:
Before using the agent, make sure to:
Create and provide emails credentials to the Email_Sender_Tool
Create a Google Service account, provide service account credentials (JSON file) and create a Google Sheets file in the Account_Receivable_Updater_Tool
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Disclaimer: AI agents are powered by LLMs, which generate responses based on patterns in data rather than fixed rules. As a result, their behavior is non-deterministic, meaning outputs may vary even for similar inputs. This may lead to situations where the agent fails to trigger expected tool calls or behaves in ways that differ from prior interactions. Please account for this variability when designing or using AI agents.