Built for a receivables list that someone read every morning to decide who to chase. The assistant has read-only tools over the invoices. It finds the disputed one, ranks the rest by what the customer history says, and drafts the follow-ups. A person approves. Nothing is sent without one. The build is live below on twelve sample invoices.
Up to 8 questions per visit in this use case.
Drafts you approve show here. In a real deployment, approval is what sends the email. Here, nothing is ever sent.
Every answer starts with a lookup. The assistant lists what it checked. If a record is not there, it says so instead of guessing.
A repeat late payer gets a firm note. A new customer gets a gentle one. A disputed invoice gets a fix, not a reminder. The customer record decides, not the mood.
Drafts wait for approval. The approve button is the boundary. Nothing sends without it.