Plant heads set up their own morning brief in plain words, with no request to IT

A plant head tells the company assistant on Teams what he wants to see each morning. From then on a short brief from SAP and Power BI arrives at the time he chose, showing only what his own access allows.

Used day to day by
  • Plant heads
  • Branch managers
  • IT team

What the assistant uses here

Answers from your systems, within each person's access.

  • Schedule Runs at a set time, under the owner's own access
  • Channels Reaches people where they already talk
  • Analysis Runs the numbers as code and shows the working

How it runs with AI

A manager tells the company assistant on Teams what he wants and when, in plain words. The assistant saves it as a scheduled brief that runs under his own access, reads SAP and Power BI at that time, and posts a short summary with a chart. He changes it the same way, by asking.

How it is done today

Every manager wants a different morning view: output, rejections, dispatches or cash. Each new report is a request to IT or an analyst, so most managers make do with a standard report and open several apps to fill the gaps.

How the assistant works here

Where people ask, what it draws on, and what comes back.

Where people ask

  • Microsoft Teams, steps 1 and 5

Who asks

  • Plant heads
  • Branch managers
  • IT team

What it draws on

Apps

  • SAP S/4HANA, step 3
  • Power BI, step 4

Context

  • Plant and line names, step 1
  • What each role may see, step 2

What comes back

  • A chart with its working, step 4
  • A message at the set time, step 5

How a request runs

  1. Step 1, the assistant: Turns a manager's plain request on Teams into a scheduled brief

  2. Step 2, the assistant: Runs the brief at the chosen time, under the manager's own access

  3. Step 3, the assistant: Reads yesterday's output against plan, line by line, in SAP

  4. Step 4, the assistant: Charts the week's rejections from Power BI

  5. Step 5, the assistant: Posts the brief on Teams before the morning meeting

The same flow works with the apps you use.

Who controls it

  • Access

    Each brief runs with the access of the person who set it up, so it shows nothing they could not open themselves

  • Approvals

    A person approves before it changes anything in your systems

  • Record

    A brief summarises the systems. The figures that matter for decisions are linked to the report they came from

This fits you if

  • Managers ask IT or analysts for reports that suit their own role
  • The numbers sit in your ERP and a reporting app such as Power BI
  • Your managers already work on Teams

What to watch for

  • IT turns scheduled briefs on for the company and can see every schedule that runs

Read more

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