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Assessor Financeiro Tool

Tool do Meu Assessor Financeiro para uso com AI Agents

Criar Tarefa/Lembrete (bot)

AI-generated

Summary

Create a task or reminder for the specified user by sending its title and any provided due date, reminders, description, priority, and recurrence settings to the bot tasks API. Use it when an AI Agent should schedule a personal task such as paying a bill or calling a bank.

Inputs

  • Telefone (required) — User phone number, supplied by the workflow rather than the AI.
  • Título da Tarefa (required) — Task or reminder title, such as “Pay electricity bill”.
  • Data/Hora do Prazo (ISO 8601) — Optional due date and time with timezone. The UI notes it is required when a reminder is set.
  • Lembretes (JSON) — Optional non-empty JSON array of reminders, each with a reminder time and channels. Invalid JSON or an empty array is omitted.
  • Frequência de Recorrência — Optional repeat frequency: daily, weekly, monthly, or yearly. Leave unset for no recurrence.
  • Intervalo de Recorrência — Optional recurrence interval; values of 2 or more are sent when a frequency is selected. The default 0 is omitted.
  • Dia da Semana (recorrência semanal) — Optional weekday for a recurring task, 0 (Sunday) through 6 (Saturday); included only when a recurrence frequency is selected.
  • Dia do Mês (recorrência mensal) — Optional monthly repeat day, 1–31, or -1 for the last day of the month; included only when a recurrence frequency is selected.
  • Data de Término da Recorrência (ISO 8601) — Optional recurrence end date and time with timezone; included only when a recurrence frequency is selected.
  • Máximo de Ocorrências — Optional positive maximum number of occurrences; included only when a recurrence frequency is selected. 0 is omitted.
  • Descrição — Optional task details or notes.
  • Prioridade — Optional priority: low, normal, high, or urgent. The default is omitted.
  • Descrição da Tool — Optional guidance text that helps the AI Agent decide when to use this tool; uses the default description when empty.

Output shape

A single item containing the API response for each input item.

The node sends a POST request to the bot tasks creation endpoint with the phone and task fields. The response body is returned as the item's JSON; if Continue On Fail is enabled, an item with an error field is returned for failures.

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