Overdue Task Nudges — Automated Reminders
Sweeps your workspace for overdue or upcoming-due tasks, sends personal Slack DMs to assignees with contextual messages, and logs each nudge as a task comment so people don't get double-pinged.
Sweeps your workspace for overdue or upcoming-due tasks, sends personal Slack DMs to assignees with contextual messages, and logs each nudge as a task comment so people don't get double-pinged.
Before You Begin
- Numeric MCP connected.
- Numeric Toolkit installed.
- Slack MCP connected (for DMs) — or an email MCP (Gmail, SES, etc.) as fallback.
- At least one open period with pending tasks.
Per-task preferences live in each task's description under a ## Reminder preferences section. The skill reads them, applies them, and syncs them back after each run.
How It Works
- Ask Claude to send reminders. Example prompts:
- "Remind assignees about overdue tasks."
- "Send close reminders for this week."
- "Nudge people on late recs."
- Claude asks: run reminders for all pending tasks, or specific ones? Naming a single task triggers a quick-mode path (no full workspace sweep).
- For each task, Claude reads the
## Reminder preferencessection (or uses defaults). - Claude filters to tasks that need a nudge: past due, unblocked, outside the cooldown window.
- Claude determines recipients from task descriptions (
Notify:lines,@mentions) or falls back to the preparer/reviewer. - Claude sends one Slack DM per person, grouping all their tasks into a single message.
- Claude logs 🔔
Numeric reminder sentcomment on every task — this enforces the cooldown on future runs. - Claude syncs preferences back to each task description so next run picks up your tweaks.
What You Get
A run summary like:
✅ Messaged 3 people across 12 tasks
• Jane Smith — Cash Recon, AP Subledger, Payroll Accrual
• Bob Chen — Fixed Assets
⏸ Skipped (cooldown): 2 tasks
🔒 Skipped (blocked by dependency): 1 task
⏭ Skipped (no due date): 4 tasks
❌ Could not resolve Slack handle: 1 person
Default preferences (overridable per task):
remind_days_before_due: 0 # 0 = on/after due date only
reminder_cooldown_hours: 24 # minimum hours between nudges
channel: slack # slack = DM; email = fallback
Troubleshooting
FAQ
- Can I run this on a schedule? Yes — pair with
schedulefor daily close-week sweeps. - Can I remind someone who isn't the assignee? Yes — add
Notify: Jane, Bobor@handlesin the task description. - How does it handle blocked tasks? Detects dependency references and skips — no point nudging someone on work they can't complete.
- Does email fallback work? Only if an email MCP is connected (Gmail, SES, etc.). Otherwise logs what would have been sent and skips.
Download & Install
Download the full Numeric Toolkit (15 community skills, including this one):
Install via Claude Code CLI:
/plugin marketplace add geoff-lew/numeric-toolkit
/plugin install numeric-mcp-toolkit
Need help? Reach out to support@numeric.io.
Related use cases
.png)
Computes standard financial ratios from Numeric report data and layers them inline on your source statement. Covers profitability, covenant/liquidity/solvency, and operational/working-capital metrics — margins, EBITDA, current ratio, DSO, DPO, DIO, and more.
.png)
Pulls outstanding journal entry tasks from your Numeric close checklist, reads the supporting workbook or documentation, generates balanced journal entries, marks the task complete in Numeric, and posts directly to NetSuite. From checklist task to posted entry — no manual steps in between.
.png)
Scans your workspace for GL-to-department coding anomalies — expenses hitting the wrong cost center, vendors consistently miscoded, accounts landing in unexpected departments. Surfaces patterns and generates a NetSuite reclass CSV journal entry to fix them.