Leaders ask how yesterday went and get plants, sales and service in one answer

Leaders ask on Teams in plain words and get yesterday's output, orders and service calls against plan, with the reason behind each miss and the source of every figure.

Used day to day by
  • Managing director
  • Leadership team
  • Plant heads
  • Sales head
  • Customer service head

What the assistant uses here

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

  • Channels Reaches people where they already talk
  • Your approval Acts in your systems only after a person approves

How it runs with AI

Leaders ask the company assistant on Teams in plain words, at any hour. It reads yesterday's output and orders from Odoo and the service calls from Freshdesk, compares each with the plan in Power BI and finds the reason behind each miss. Every figure in the answer names its source, and each person sees only what their role allows.

How the assistant works here

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

Where people ask

  • Microsoft Teams, steps 1, 4 and 5

Who asks

  • Managing director
  • Leadership team
  • Plant heads
  • Sales head
  • Customer service head

What it draws on

Apps

  • Odoo, steps 2 and 3
  • Freshdesk, steps 2 and 3
  • Power BI, step 2

Context

  • Access rules by role, step 1
  • Company names and terms, step 1
  • Daily plan by area, step 2
  • Where each figure lives, step 2
  • Owner of each figure, step 3
  • How figures are reported, step 4

What comes back, and who decides

  • An answer with its sources, step 4

Who decides

  • Decides what to do about each miss and asks the people who own them, step 5

How a request runs

  1. Step 1, the assistant: Reads the question on Teams and the asker's role, which sets what the answer can include

  2. Step 2, the assistant: Reads yesterday's output and orders from Odoo and the service calls from Freshdesk, and compares each with the plan in Power BI

  3. Step 3, the assistant: Finds the reason behind each miss in Odoo's maintenance and stock records and the notes on open Freshdesk tickets

    Exception Says the reason is not yet recorded, and names the person who owns that figure

  4. Step 4, the assistant: Replies on Teams with the answer, each figure linked to the record it comes from

  5. Step 5, a person: Decides what to do about each miss and asks the people who own them

    Person

The same flow works with the apps you use.

Who controls it

  • Access

    Each person's role sets what they see. Plant heads see their own plant, regional managers their own customers and leaders everything. Someone in IT keeps these roles in step with the permissions in Odoo and Freshdesk

  • Approvals

    The assistant reads and changes nothing. Moving stock, approving overtime and every other decision stay with the people who own them

  • Record

    Every question, source, action and approval is recorded

This fits you if

  • Your numbers live in more than one system, such as Odoo for plants and sales and Freshdesk for service
  • Leaders call around each morning to learn how yesterday went
  • Your daily plan sits in a Power BI dashboard
  • Your company already uses Microsoft Teams

What to watch for

  • The assistant answers from what the systems hold. A shift entered late in Odoo shows as missing, and the answer says so
  • In the first month, the finance head checks a sample of answers against the Power BI dashboard each week

Read more

Talk to us about this for your company

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