The problem
Due dates are often spread across message text and attachments. An inbox date shows when mail arrived, not when payment is due.
How Planobot helps
Planobot can extract a payment due date into a Payment record and create or reconcile a workflow Task for unresolved invoice work. The source Message remains linked for verification.
How it works
Invoice or reminder → due-date detection → review → Payment plus workflow Task → status tracking
Example
A vendor email received September 10 says payment is due September 30. The Payment due date should be September 30, while the Message keeps its September 10 received time. The manager verifies that distinction before approval.
What you can do
Correct an extracted date, set the workflow Task's due date and next action, use waiting or blocked statuses when appropriate, and mark the Payment Done only after completion is confirmed.