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Decide whether an invoice needs a reminder — ClickUp task draft

Return reminder eligibility and reason codes from supplied invoice facts. No email, payment collection or ledger update occurs. Prepare a ClickUp task draft.

Experimental native example · local preview · revision 1

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3 nodes · 2 connections

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What you need

  • Authorized supplied job facts matching the original closed input contract.
  • Explicit review metadata and target destination fields; no implicit team, channel, list or project selection.
Follow the workflow step by step
  1. Supplied agency job and review metadata

    Receive the explicitly supplied manual input packet.

  2. Decide whether an invoice needs a reminder

    Return reminder eligibility and reason codes from supplied invoice facts. No email, payment collection or ledger update occurs.

  3. ClickUp task draft

    Return reminder eligibility and reason codes from supplied invoice facts. No email, payment collection or ledger update occurs.

Setup and review

  • Download the workflow JSON and inspect its jobInput and deliveryMetadata contracts.
  • Supply the original agency job input plus explicit review metadata and destination.
  • Run in an isolated test and inspect the complete jobResult, target status, holds and escape report before taking an external action.

Inspect every node

Expand a node to inspect its complete settings. Review the runtime and adoption evidence before installing it.

Supplied agency job and review metadata · wfManualTrigger
{
  "label": "Supplied agency job and review metadata"
}
Decide whether an invoice needs a reminder · code
{
  "label": "Decide whether an invoice needs a reminder",
  "code": "return (function(context){\n\nfunction obj(value, keys, required = keys) {\n  if (!value || typeof value !== 'object' || Array.isArray(value)) throw new Error('Expected object');\n  if (Object.keys(value).some(key => !keys.includes(key))) throw new Error('Unknown input field');\n  if (required.some(key => !Object.hasOwn(value, key))) throw new Error('Missing required input field');\n  return value;\n}\nfunction text(value, name, max = 200, allowEmpty = false) {\n  if (typeof value !== 'string' || value.length > max || (!allowEmpty && !value.trim())) throw new Error('Invalid ' + name);\n  return value.trim();\n}\nfunction list(value, name, max = 500) {\n  if (!Array.isArray(value) || value.length > max) throw new Error('Invalid ' + name);\n  return value;\n}\nfunction int(value, name, min = 0, max = Number.MAX_SAFE_INTEGER) {\n  if (!Number.isSafeInteger(value) || value < min || value > max) throw new Error('Invalid ' + name);\n  return value;\n}\nfunction amount(value, name) {\n  if (!Number.isFinite(value) || value < 0 || value > 1000000000) throw new Error('Invalid ' + name);\n  return value;\n}\nfunction email(value) { return /^[^\\s@]+@[^\\s@]+\\.[^\\s@]+$/.test(value); }\nfunction day(value) {\n  if (typeof value !== 'string' || !/^\\d{4}-\\d{2}-\\d{2}$/.test(value)) throw new Error('Invalid calendar date');\n  const ms = Date.parse(value + 'T00:00:00Z');\n  if (!Number.isFinite(ms) || new Date(ms).toISOString().slice(0, 10) !== value) throw new Error('Invalid calendar date');\n  return ms;\n}\nfunction instant(value) {\n  if (typeof value !== 'string' || !/^\\d{4}-\\d{2}-\\d{2}T\\d{2}:\\d{2}:\\d{2}(\\.\\d{3})?Z$/.test(value)) throw new Error('Invalid UTC timestamp');\n  const ms = Date.parse(value);\n  const normalized = value.includes('.') ? value : value.replace('Z', '.000Z');\n  if (!Number.isFinite(ms) || new Date(ms).toISOString() !== normalized) throw new Error('Invalid UTC timestamp');\n  return ms;\n}\nfunction uniqueIds(items) {\n  const ids = items.map(item => text(item.id, 'item ID', 120));\n  if (new Set(ids).size !== ids.length) throw new Error('Duplicate item ID');\n  return ids;\n}\nfunction ratioBps(numerator, denominator) {\n  const n = BigInt(numerator) * 10000n;\n  const d = BigInt(denominator);\n  const quotient = n / d;\n  const floor = n < 0n && n % d !== 0n ? quotient - 1n : quotient;\n  const result = Number(floor);\n  if (!Number.isSafeInteger(result)) throw new Error('Unsafe calculated ratio');\n  return result;\n}\n\n\nconst x = obj(context.input, ['invoiceId','state','dueDate','asOf','outstandingMinor','reminderHold']);\nconst invoiceId = text(x.invoiceId, 'invoice ID', 120);\nif (!['open','draft','paid','void','uncollectible'].includes(x.state)) throw new Error('Invalid invoice state');\nif (typeof x.reminderHold !== 'boolean') throw new Error('Missing reminder hold flag');\nint(x.outstandingMinor, 'outstanding minor units');\nconst due = day(x.dueDate), observed = day(x.asOf);\nconst daysOverdue = Math.max(0, Math.floor((observed - due) / 86400000));\nconst reasons = [];\nif (x.state !== 'open') reasons.push('not_open');\nif (x.outstandingMinor === 0) reasons.push('no_balance');\nif (observed <= due) reasons.push('not_overdue');\nif (x.reminderHold) reasons.push('reminder_hold');\nreturn {invoiceId, eligible:reasons.length === 0, daysOverdue, reasons};\n\n})({input:context.input.jobInput});\n",
  "outputVar": "jobResult",
  "timeout": 3000,
  "memoryLimit": 64
}
ClickUp task draft · code
{
  "label": "ClickUp task draft",
  "code": "const jobResult=context.jobResult;\nconst delivery=(function(context){\nreturn ((function(originalResult,metadata,destination){\nfunction stableResult(value,depth=0){\n  if(depth>64)throw new Error('Result nesting exceeds 64');\n  if(value===null||typeof value==='string'||typeof value==='boolean')return JSON.stringify(value);\n  if(typeof value==='number'&&Number.isFinite(value))return JSON.stringify(value);\n  if(Array.isArray(value)){\n    if(Object.keys(value).length!==value.length||Array.from({length:value.length},(_,i)=>i).some(i=>!Object.hasOwn(value,i)))throw new Error('Result contains sparse data');\n    return '['+value.map(item=>stableResult(item,depth+1)).join(',')+']';\n  }\n  if(value&&typeof value==='object')return '{'+Object.keys(value).sort().map(key=>JSON.stringify(key)+':'+stableResult(value[key],depth+1)).join(',')+'}';\n  throw new Error('Result is not JSON data');\n}\nfunction utf8Length(text){\n  let bytes=0;\n  for(let i=0;i<text.length;i++){\n    const code=text.charCodeAt(i);\n    if(code<128)bytes++;else if(code<2048)bytes+=2;\n    else if(code>=55296&&code<=56319&&i+1<text.length&&text.charCodeAt(i+1)>=56320&&text.charCodeAt(i+1)<=57343){bytes+=4;i++;}\n    else bytes+=3;\n  }\n  return bytes;\n}\nfunction chunkText(text,maximum){\n  const chunks=[];\n  for(let start=0;start<text.length;){let end=Math.min(start+maximum,text.length);const last=text.charCodeAt(end-1),next=text.charCodeAt(end);if(end<text.length&&last>=55296&&last<=56319&&next>=56320&&next<=57343)end--;chunks.push(text.slice(start,end));start=end;}\n  return chunks;\n}\nfunction deliveryState(rendererId,originalResult,metadata,destination,destinationKeys){\n  const output={rendererId,status:'HELD',originalResult,drafts:[],holds:[],escapeReport:[]};\n  const hold=(code,message)=>{output.holds.push({code,message});return {output,json:''};};\n  const object=value=>value&&typeof value==='object'&&!Array.isArray(value);\n  const exact=(value,keys)=>object(value)&&Object.keys(value).length===keys.length&&keys.every(key=>Object.hasOwn(value,key));\n  const keys=['workflowId','canonicalIntentId','title','reviewUrl'],maxima=[128,200,200,1000];\n  if(!exact(metadata,keys)||keys.some((key,i)=>typeof metadata[key]!=='string'||!metadata[key].length||metadata[key].length>maxima[i]||/[\\u0000-\\u001f\\u007f]/.test(metadata[key]))||!/^https?:\\/\\/[^\\s<>\"']+$/.test(metadata.reviewUrl))return hold('INVALID_METADATA','Metadata must provide bounded workflowId, canonicalIntentId, title and an HTTP(S) reviewUrl.');\n  if(!exact(destination,destinationKeys)||destinationKeys.some(key=>typeof destination[key]!=='string'||!destination[key].length||destination[key].length>200||destination[key]!==destination[key].trim()||/[\\u0000-\\u001f\\u007f]/.test(destination[key])))return hold('INVALID_DESTINATION','Destination fields must be exactly: '+destinationKeys.join(', ')+'.');\n  let json;\n  try{if(!object(originalResult))throw new Error('Primary result must be a JSON object');json=stableResult(originalResult);}catch(error){return hold('INVALID_RESULT',error.message);}\n  if(json.length>32768||utf8Length(json)>65536)return hold('RESULT_BOUND_EXCEEDED','Original result exceeds this renderer profile; full original result is retained.');\n  return {output,json};\n}\nfunction escapeHtml(text){return text.replace(/&/g,'&amp;').replace(/</g,'&lt;').replace(/>/g,'&gt;').replace(/\"/g,'&quot;').replace(/'/g,'&#39;');}\nfunction escapeMarkdown(text){return text.replace(/&/g,'&amp;').replace(/[\\\\`*{}\\[\\]()#+\\-.!_|>~<]/g,'\\\\$&');}\nfunction markdownReviewText(metadata,json){\n  const runs=json.match(/`+/g)||[],fence='`'.repeat(Math.max(3,...runs.map(run=>run.length+1)));\n  return '# '+escapeMarkdown(metadata.title)+'\\n\\nWorkflow: '+escapeMarkdown(metadata.workflowId)+'\\nCanonical job: '+escapeMarkdown(metadata.canonicalIntentId)+'\\nReview: <'+metadata.reviewUrl.replace(/&/g,'&amp;')+'>\\n\\n'+fence+'json\\n'+json+'\\n'+fence+'\\n';\n}\nfunction plainReviewText(metadata,json){return metadata.title+'\\nWorkflow: '+metadata.workflowId+'\\nCanonical job: '+metadata.canonicalIntentId+'\\nReview: '+metadata.reviewUrl+'\\n\\n'+json;}\nfunction finishDraft(state,draft,texts=[],textMaximum=32768,byteMaximum=131072){\n  if(texts.some(text=>text.length>textMaximum)||utf8Length(JSON.stringify(draft))>byteMaximum){state.output.holds.push({code:'TARGET_BOUND_EXCEEDED',message:'Draft exceeds the target or Vora profile bound; no draft is emitted and the full original result is retained.'});return state.output;}\n  state.output.status='PREPARED';state.output.drafts=[draft];return state.output;\n}\nreturn (function clickupTaskReview(originalResult,metadata,destination){\n  const state=deliveryState('clickup-task-review',originalResult,metadata,destination,['listId']);if(state.output.holds.length)return state.output;\n  const description=plainReviewText(metadata,state.json);return finishDraft(state,{listId:destination.listId,body:{name:metadata.title,description}},[description]);\n})(originalResult,metadata,destination);\n}))(context.input.jobResult,context.input.deliveryMetadata.metadata,context.input.deliveryMetadata.destination);\n\n})({input:{jobResult,deliveryMetadata:context.input.deliveryMetadata}});\nreturn {jobResult,delivery};\n",
  "outputVar": "result",
  "timeout": 3000,
  "memoryLimit": 64
}
Input and output contracts

Input

{
  "type": "object",
  "properties": {
    "jobInput": {
      "additionalProperties": false,
      "properties": {
        "asOf": {
          "maxLength": 10,
          "type": "string"
        },
        "dueDate": {
          "maxLength": 10,
          "type": "string"
        },
        "invoiceId": {
          "maxLength": 120,
          "type": "string"
        },
        "outstandingMinor": {
          "maximum": 9007199254740991,
          "minimum": 0,
          "type": "integer"
        },
        "reminderHold": {
          "type": "boolean"
        },
        "state": {
          "maxLength": 20,
          "type": "string"
        }
      },
      "required": [
        "invoiceId",
        "state",
        "dueDate",
        "asOf",
        "outstandingMinor",
        "reminderHold"
      ],
      "type": "object"
    },
    "deliveryMetadata": {
      "type": "object",
      "properties": {
        "metadata": {
          "type": "object",
          "properties": {
            "workflowId": {
              "type": "string",
              "maxLength": 128
            },
            "canonicalIntentId": {
              "type": "string",
              "maxLength": 200
            },
            "title": {
              "type": "string",
              "maxLength": 200
            },
            "reviewUrl": {
              "type": "string",
              "maxLength": 1000
            }
          },
          "required": [
            "workflowId",
            "canonicalIntentId",
            "title",
            "reviewUrl"
          ],
          "additionalProperties": false
        },
        "destination": {
          "type": "object",
          "properties": {
            "listId": {
              "type": "string",
              "maxLength": 200
            }
          },
          "required": [
            "listId"
          ],
          "additionalProperties": false
        }
      },
      "required": [
        "metadata",
        "destination"
      ],
      "additionalProperties": false
    }
  },
  "required": [
    "jobInput",
    "deliveryMetadata"
  ],
  "additionalProperties": false
}

Output

{
  "type": "object",
  "properties": {
    "jobResult": {
      "additionalProperties": false,
      "properties": {
        "daysOverdue": {
          "maximum": 9007199254740991,
          "minimum": 0,
          "type": "integer"
        },
        "eligible": {
          "type": "boolean"
        },
        "invoiceId": {
          "maxLength": 120,
          "type": "string"
        },
        "reasons": {
          "items": {
            "maxLength": 200,
            "type": "string"
          },
          "maxItems": 4,
          "type": "array"
        }
      },
      "required": [
        "invoiceId",
        "eligible",
        "daysOverdue",
        "reasons"
      ],
      "type": "object"
    },
    "delivery": {
      "type": "object",
      "properties": {
        "rendererId": {
          "type": "string",
          "maxLength": 128,
          "enum": [
            "clickup-task-review"
          ]
        },
        "status": {
          "type": "string",
          "maxLength": 16,
          "enum": [
            "PREPARED",
            "HELD"
          ]
        },
        "originalResult": {
          "additionalProperties": false,
          "properties": {
            "daysOverdue": {
              "maximum": 9007199254740991,
              "minimum": 0,
              "type": "integer"
            },
            "eligible": {
              "type": "boolean"
            },
            "invoiceId": {
              "maxLength": 120,
              "type": "string"
            },
            "reasons": {
              "items": {
                "maxLength": 200,
                "type": "string"
              },
              "maxItems": 4,
              "type": "array"
            }
          },
          "required": [
            "invoiceId",
            "eligible",
            "daysOverdue",
            "reasons"
          ],
          "type": "object"
        },
        "drafts": {
          "type": "array",
          "items": {
            "type": "object",
            "properties": {
              "listId": {
                "type": "string",
                "maxLength": 200
              },
              "body": {
                "type": "object",
                "properties": {
                  "name": {
                    "type": "string",
                    "maxLength": 200
                  },
                  "description": {
                    "type": "string",
                    "maxLength": 32768
                  }
                },
                "required": [
                  "name",
                  "description"
                ],
                "additionalProperties": false
              }
            },
            "required": [
              "listId",
              "body"
            ],
            "additionalProperties": false
          },
          "maxItems": 1,
          "minItems": 0
        },
        "holds": {
          "type": "array",
          "items": {
            "type": "object",
            "properties": {
              "code": {
                "type": "string",
                "maxLength": 128
              },
              "message": {
                "type": "string",
                "maxLength": 2000
              }
            },
            "required": [
              "code",
              "message"
            ],
            "additionalProperties": false
          },
          "maxItems": 10,
          "minItems": 0
        },
        "escapeReport": {
          "type": "array",
          "items": {
            "type": "object",
            "properties": {
              "field": {
                "type": "string",
                "maxLength": 256
              },
              "method": {
                "type": "string",
                "maxLength": 80
              },
              "originalValue": {
                "type": "string",
                "maxLength": 32768
              },
              "escapedValue": {
                "type": "string",
                "maxLength": 32768
              }
            },
            "required": [
              "field",
              "method",
              "originalValue",
              "escapedValue"
            ],
            "additionalProperties": false
          },
          "maxItems": 1000,
          "minItems": 0
        }
      },
      "required": [
        "rendererId",
        "status",
        "originalResult",
        "drafts",
        "holds",
        "escapeReport"
      ],
      "additionalProperties": false
    }
  },
  "required": [
    "jobResult",
    "delivery"
  ],
  "additionalProperties": false
}

Related implementations

Compare implementations for this job · Primary business workflow

Caller supplies listId for the list task endpoint. Body contains name and complete plain-text description. The renderer emits description, without markdown_content or invented assignees/custom fields. Original result, including original reasons/holds, is preserved without mutation. Missing/extra destination fields or invalid metadata hold the draft. No truncation: overflow returns HELD with an empty drafts array and full original result.

Supplied input: vora-agency-invoice-reminder-eligibility · 1. Draft/result: clickup-task-review · ClickUp REST API v2 list task.

Mapping and loss rules

  • Caller supplies listId for the list task endpoint. Body contains name and complete plain-text description.
  • The renderer emits description, without markdown_content or invented assignees/custom fields.
  • Original result, including original reasons/holds, is preserved without mutation.
  • Missing/extra destination fields or invalid metadata hold the draft.
  • No truncation: overflow returns HELD with an empty drafts array and full original result.

This binding consumes supplied data. It does not establish an authenticated connector or a provider write.

Example input and result

These examples use synthetic data.

Input

{
  "jobInput": {
    "invoiceId": "inv-01",
    "state": "open",
    "dueDate": "2026-10-05",
    "asOf": "2026-10-07",
    "outstandingMinor": 12000,
    "reminderHold": false
  },
  "deliveryMetadata": {
    "metadata": {
      "workflowId": "agency-invoice-reminder-eligibility",
      "canonicalIntentId": "finance.evaluate-reminder-eligibility",
      "title": "Decide whether an invoice needs a reminder",
      "reviewUrl": "https://example.test/workflows/invoice-reminder-eligibility/"
    },
    "destination": {
      "listId": "901"
    }
  }
}

Expected result

{
  "jobResult": {
    "invoiceId": "inv-01",
    "eligible": true,
    "daysOverdue": 2,
    "reasons": []
  },
  "delivery": {
    "rendererId": "clickup-task-review",
    "status": "PREPARED",
    "originalResult": {
      "invoiceId": "inv-01",
      "eligible": true,
      "daysOverdue": 2,
      "reasons": []
    },
    "drafts": [
      {
        "listId": "901",
        "body": {
          "name": "Decide whether an invoice needs a reminder",
          "description": "Decide whether an invoice needs a reminder\nWorkflow: agency-invoice-reminder-eligibility\nCanonical job: finance.evaluate-reminder-eligibility\nReview: https://example.test/workflows/invoice-reminder-eligibility/\n\n{\"daysOverdue\":2,\"eligible\":true,\"invoiceId\":\"inv-01\",\"reasons\":[]}"
        }
      }
    ],
    "holds": [],
    "escapeReport": []
  }
}

Success means: Return reminder eligibility and reason codes from supplied invoice facts. No email, payment collection or ledger update occurs.

When something goes wrong

  • Review original business holds and target holds separately. Correct the relevant supplied input and rerun without discarding the original job result.

Limits and costs

  • This prepares a target-specific review draft from the original agency decision. The complete original job result and business holds remain visible. A held target produces no draft. No provider request, send, import, issue creation or publication occurs.
  • No paid model calls or metered third-party operations are declared in this pure graph. Vora plan availability, compute and quotas still apply; pricing has not been verified by this batch.

USE IN VORA

Decide whether an invoice needs a reminder — ClickUp task draft

Review this workflow’s steps and required inputs. Get access to Vora before setting it up in your workspace.

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Required input fields
{
  "type": "object",
  "properties": {
    "jobInput": {
      "additionalProperties": false,
      "properties": {
        "asOf": {
          "maxLength": 10,
          "type": "string"
        },
        "dueDate": {
          "maxLength": 10,
          "type": "string"
        },
        "invoiceId": {
          "maxLength": 120,
          "type": "string"
        },
        "outstandingMinor": {
          "maximum": 9007199254740991,
          "minimum": 0,
          "type": "integer"
        },
        "reminderHold": {
          "type": "boolean"
        },
        "state": {
          "maxLength": 20,
          "type": "string"
        }
      },
      "required": [
        "invoiceId",
        "state",
        "dueDate",
        "asOf",
        "outstandingMinor",
        "reminderHold"
      ],
      "type": "object"
    },
    "deliveryMetadata": {
      "type": "object",
      "properties": {
        "metadata": {
          "type": "object",
          "properties": {
            "workflowId": {
              "type": "string",
              "maxLength": 128
            },
            "canonicalIntentId": {
              "type": "string",
              "maxLength": 200
            },
            "title": {
              "type": "string",
              "maxLength": 200
            },
            "reviewUrl": {
              "type": "string",
              "maxLength": 1000
            }
          },
          "required": [
            "workflowId",
            "canonicalIntentId",
            "title",
            "reviewUrl"
          ],
          "additionalProperties": false
        },
        "destination": {
          "type": "object",
          "properties": {
            "listId": {
              "type": "string",
              "maxLength": 200
            }
          },
          "required": [
            "listId"
          ],
          "additionalProperties": false
        }
      },
      "required": [
        "metadata",
        "destination"
      ],
      "additionalProperties": false
    }
  },
  "required": [
    "jobInput",
    "deliveryMetadata"
  ],
  "additionalProperties": false
}