Operations & Field
Daily Ops Exception Brief Agent
Assist-only · Starter · High severity
Works with: Business Central or D365 CE, Power BI, Teams
The problem
The morning ops meeting is status discovery: what shipped, what's late, who's out, what broke. Leaders spend the first hour finding out what's wrong instead of deciding what to do about it.
What the agent does
- Trigger: early morning, before the ops meeting.
- Reads the operational systems: orders due today and at risk, late jobs, inventory shortfalls against demand, open quality issues, capacity vs. booked work.
- Ranks exceptions by customer impact and cash impact.
- Posts the brief to the ops Teams channel: top exceptions, each with owner and suggested next action — plus what resolved since yesterday.
You need this if
- Morning meetings run long and still miss things
- Late orders surprise the customer before they surprise the team
- Ops data exists across BC/CRM/spreadsheets with no single view
Who uses it
Ops manager, plant/branch/warehouse leads, owner.
What goes in, what comes out
In: orders, jobs, inventory, quality, capacity data. Out: ranked daily exception brief with owners.
Why it pays
The morning meeting shifts from 45 minutes of discovery to 15 minutes of decisions, and late orders get caught the day before, not the day after.
Built to be trusted
- Read-only; assigns nothing without a human
- Every flagged exception carries its data source
- Runs entirely in your Microsoft tenant — first-party connectors, DLP-enforced, your permissions model.
Want this running in your tenant?
The full implementation spec — trigger design, connectors, licensing plan, and governance setup — is what we bring to the scoping call.