Chaser Agent

Chaser Agent is an automated task management and reminder system designed to ensure timely task completion. It leverages a modern full-stack architecture to schedule and dispatch email reminders, integrating seamlessly with external workflow automation tools.

Architecture

The system is built as a distributed application with the following components:

• Frontend: A React-based single-page application (SPA) providing a dashboard for task management, creation, and tracking.
• Backend: A Node.js/Express REST API that handles business logic, task scheduling, and integration with the database and external services.
• Database: Supabase (PostgreSQL) for persistent storage of tasks, queues, and logs.
• Scheduler: A background service (cron) that monitors due dates and triggers reminder workflows.
• Notification Service: Integrates with Boltic.io for workflow automation to send emails via Gmail.

Tech Stack

• Frontend: React 18, React Router v6, Axios
• Backend: Node.js, Express, node-cron
• Database: PostgreSQL (Supabase)
• Infrastructure: Boltic.io (Workflows/Webhooks)

Prerequisites

• Node.js 18+
• npm or yarn
• Supabase project
• Boltic.io account
• Gmail account (for sender identity)

Installation & Setup

1. Database Setup (Supabase)

Execute the database/schema.sql script in your Supabase SQL Editor to initialize the database schema. This will create the necessary tables (tasks, chaser_queue, chaser_logs) and indexes.

2. Backend Configuration

Navigate to the backend directory and install dependencies:

cd backend
npm install

Create a .env file in the backend directory with the following configuration:

SUPABASE_URL=your_supabase_project_url
SUPABASE_SERVICE_KEY=your_supabase_service_role_key
BOLTIC_WEBHOOK_URL=your_boltic_webhook_url
PORT=3001
FRONTEND_URL=http://localhost:3000

Start the backend server:

npm start

3. Frontend Configuration

Navigate to the frontend directory and install dependencies:

cd frontend
npm install

Start the development server:

npm start

The application will be available at http://localhost:3000.

Features

• Task Management: Create, view, update, and track tasks with priority levels and due dates.
• Automated Scheduling: Automatically schedules reminders based on task due dates.
• Multi-channel Support:
  • Email Integration: Automated reminders via Boltic/Gmail.
  • Slack Integration: Metadata support for Slack channels.
  • SMS/Phone: Database support for phone call and SMS configs.
• Conflict Detection: Google Calendar integration features for detecting schedule conflicts.
• Operational Logging: Comprehensive logging of all sent chasers and system actions.

API Documentation

Tasks

• GET /api/tasks - Retrieve all tasks
• POST /api/tasks - Create a new task
• GET /api/tasks/:id - Retrieve task details
• PATCH /api/tasks/:id - Update a task

Queue & Statistics

• GET /api/queue/upcoming - Retrieve pending chaser queue
• GET /api/stats - Retrieve system statistics

Webhooks

• POST /api/webhooks/boltic/chaser-sent - Callback for successful dispatch
• POST /api/webhooks/boltic/chaser-failed - Callback for failed dispatch

License

MIT