The Playbook

Heads-up — automation needs attention

1 failing · operator decides next step

Approval router
OAuth token to Slack expired — reviewer notifications are queueing. Re-auth to resume routing.
Re-auth Slack in /admin/integrations

All automations

14 total · 13 healthy · 1 failing

Morning brief generator
Daily
06:00 ET· Composer
Composes Standup pages from approvals, risks, and activities
ran 8h ago
7 events scoped
Healthy
Vendor relationship intel
Continuous
every ~5 min· Intel
Recomputes vendor.spendYTD and risk flags from new contracts and events
ran 2 min ago
14 vendors refreshed
Healthy
Risk synthesis
Continuous
every ~5 min· Intel
Flags events as at-risk based on workback completion and budget burn
ran 1 min ago
7 events evaluated
Healthy
Anomaly detection (charges)
Hourly
top of every hour· Intel
Scans Ramp + Nexonia transactions for outliers
ran 30 min ago
142 charges scanned · 3 flagged
Healthy
Contract sanity check
On-event
on contract revision· Composer
Extracts terms from PDF, flags anomalies vs corpus
ran 2 days ago
1 contract analyzed
Healthy
Project burn forecast
Weekly
Mon 09:00· Forecast
Extrapolates job-code velocity to forecast hours
ran 2 days ago
15 job codes
Healthy
Brief intake categorizer
On-event
on submission· Composer
Parses inbound client briefs into structured intake
ran 21 days ago
1 brief processed
Healthy
Vendor catalog ingest
On-event
on upload· Composer
Categorizes uploaded vendor catalogs into client-tier items
ran 4 days ago
14 items added across 3 catalogs
Healthy
Pattern detection (contractors)
On-event
on feedback submit· Intel
Identifies behavioral patterns across feedback entries
ran 1 day ago
10 entries analyzed
Healthy
Visual catalog match
On-event
on query· Intel
Matches mood-board uploads to vendor catalog items
ran 3 hours ago
2 searches served
Healthy
Geo cost recommendation
On-event
on scenario refresh· Forecast
Computes landed cost across sourcing options
ran 1 week ago
3 scenarios
Healthy
Recap deck generator
On-event
on event close· Composer
Composes 7-slide recap from event data
ran 14 days ago
1 deck generated
Healthy
Approval router
Continuous
every ~5 min· Workflow
Routes incoming approval requests to the right reviewer
ran 5 min ago
12 routed today
Failing
Retainer health forecast
Daily
06:00 ET· Forecast
Projects retainer hours-to-date vs forecast
ran 8h ago
1 engagement updated
Healthy

Today’s schedule

Run times across the next 24 hours · each dot is one scheduled invocation

all times America/New_York

Morning brief generator

1 runs

Vendor relationship intel

14 runs

Risk synthesis

14 runs

Anomaly detection (charges)

17 runs

Visual catalog match

1 runs

Approval router

9 runs

Retainer health forecast

1 runs

00

03

06

09

12

15

18

21

Healthy runFailing run·On-event automations (e.g. contract scans) only appear when triggered

Cumulative effort saved

Estimated producer hours reclaimed by automation this month

Total hours saved

~412h

across all automations · vs producer baseline

Brief intakes auto-categorized

8

categorized · approved by producer

Anomalies surfaced

47

flagged for human review (vs 0 missed)

Recap decks pre-drafted

3

scaffolded · producer finalizes copy

Playbook automations