Operations AI agent workflows

AI agents for operations can match invoices, build reports and watch renewals. Payments and record changes wait for your yes.

22 workflows. Each one shows what the agent does on its own, what waits for your yes, and a trust score from 0 to 100. Highest score first.

• Standup update writer

  Pulls your tasks, comments and docs together into a quick standup update with progress and blockers. Saves the morning dig through every tool.

  98/100
• Founder morning stats and follow up brief

  A scheduled agent with your tools connected sends a morning brief: yesterday's numbers, what happened in the product and today's action items. It remembers what you said you would do and follows up.

  96/100
• Weekly KPI summary with number checks

  Every Monday an agent writes the short management summary on supplier and delivery performance. It only sees data through read only tools, a control chart sets the traffic light, code checks every number and a person approves before it goes out.

  87/100
• Business expense report builder

  Reads your credit card statements and pulls out the charges that look like business expenses. Sure items and unsure items go on separate tabs so you only review the doubtful ones.

  86/100
• Weekly ops report

  Writes the Monday numbers summary so you do not build it by hand.

  84/100
• Client scope and margin check

  Each week it compares the work your team delivered against each client's scope and margin target. You get a short list of accounts that need fixing, with an owner for each.

  84/100
• Contract renewal watch

  Warns you before contracts auto renew.

  83/100
• New hire checklist

  Keeps onboarding moving for each new person.

  81/100
• Resume rubric screener

  Scores every applicant against one written rubric and hands you a ranked shortlist. A second pass pushes back on scores that look too generous, so the top of the list holds up.

  81/100
• Weekly delivery status report

  Pulls your team's work items once a week and builds a status report grouped by initiative. It puts at risk items first and flags anything with no update in two weeks.

  81/100
• Invoice inbox

  Reads bills that land in email and gets them ready to pay.

  80/100
• Project risk escalation brief

  When a project risk turns critical, it writes a one page brief with the impact, the options and a recommendation. The project lead decides and sends it.

  80/100
• Vendor invoice to draft bill

  Reads supplier PDF invoices, checks the math in plain code and makes a draft bill in your accounting app after you approve it. An accountant still posts it.

  80/100
• Nightly site updates as drafts

  A nightly job updates your website content from a data export but can only save drafts. A check flags odd changes, and a person publishes only the safe ones.

  80/100
• Weekly brand priorities with review gate

  A small set of named agents runs a small brand's week. One sets priorities, one drafts ads, one checks strategy and one does the numbers, and a different agent reviews each draft before a person approves it.

  80/100
• Bank and ledger match

  Compares your bank export with your books each month and lists what does not match. You fix the exceptions. It never posts entries.

  78/100
• Spoken site update to daily report

  Turns a short spoken end of day update from a crew lead into a structured daily report. Plain rules, not the AI, decide who hears about each issue.

  78/100
• Monthly contractor invoice builder

  Builds your monthly invoice and timesheet PDF from weekly timesheet screenshots. It checks the hours before filling your template.

  78/100
• Daily delivery app sales log

  Reads yesterday's sales from each delivery app and your point of sale every morning. Writes the totals into one sales sheet.

  78/100
• Supplier price creep check

  Checks each supplier invoice line by line against the purchase order. Flags price rises, duplicate invoices and extra quantities with the dollars at stake.

  78/100
• Contract deadline tracker

  Spots a signed contract in your inbox, finds the effective date and works out each deadline. Then drafts a timeline email for everyone on the deal.

  78/100
• Vendor quote compare

  Lines up quotes from several vendors side by side.

  77/100