Creates procurement leadership assets from Coupa data, especially supplier performance PowerPoint decks, category manager briefs, IT hardware order reviews, demand risk summaries, and ServiceNow-to-Coupa flow analysis. Use when the user asks to "create a supplier performance deck", "prepare a procurement review"…
Builds an HTML backlog-grooming report: stale issues, unestimated items, items missing acceptance criteria, oldest items, items with vague titles, and a recommended grooming shortlist for the next refinement session. Use when the user asks for a "backlog grooming report", "refinement prep", "backlog hygiene report"…
Builds a daily HTML "Standup Brief" dashboard for an engineering manager or scrum master: what each team member is working on today, blockers, sprint burndown, items at risk of slipping the sprint, and a "for your standup" markdown summary above the dashboard. Designed to be scheduled before the daily standup. Use…
Creates a PowerPoint release-readiness pack for a Jira fix-version: scope summary, completion % by epic, open blockers, items at risk of missing the release, dependencies across teams, and go/no-go recommendation criteria. Use when the user asks for a "release readiness pack", "release deck", "fix-version readiness"…
Creates a PowerPoint pack for a sprint review or retrospective covering scope changes, burndown, velocity vs prior sprints, completed vs committed, blockers timeline, and per-engineer contribution, using Jira data. Use when the user asks for a "sprint health deck", "sprint review pack", "retrospective deck"…
Builds an Adaptive Card 1.5 for posting a weekly engineering-delivery update into a Microsoft Teams channel: sprint progress, completed and shipped this week, blockers, ask-of-the-business, and what's next. Public-information only. Use when the user asks for a "weekly delivery update card", "engineering update card"…
Creates a PowerPoint executive brief for a single named account combining Salesforce CRM data (opportunities, contacts, cases, recent activity) with Microsoft 365 WorkIQ context (recent meetings, emails, Loop pages) — designed for an AE walking into a major customer meeting or for an executive sponsor briefing. Use…
Builds an Adaptive Card for Microsoft Teams listing at-risk and slipping opportunities for a rep or team, each with a recommended next-best-action. Designed to be posted into a sales channel daily or weekly. Use when the user asks for a "deal risk card", "at-risk deals card", "slipping deals card", "post my risk deals…
Builds the PowerPoint pack for a monthly or quarterly forecast call with the sales VP, covering team forecast roll-up by category (commit, best case, pipeline), changes since last submission, top deals with confidence, and risk register. Use when the user asks for a "forecast pack", "forecast call deck", "monthly…
Builds a visually rich HTML "Morning Pipeline Briefing" dashboard for an account executive or sales manager, combining live Salesforce data with Microsoft 365 WorkIQ context (recent meetings, email, Loop). Includes inline SVG charts — a pipeline funnel, forecast vs quota donut, coverage gauge, 30-day activity…
Creates a manager 1:1 coaching PowerPoint pack for a single rep, using Salesforce data on pipeline contribution, stage conversion, activity volume, and recent deal outcomes. Use when the user asks for a "rep coaching pack", "1:1 deck for {rep}", "performance pack for my rep", "coaching deck", or "sales rep scorecard…
Creates a PowerPoint pack for the weekly pipeline / forecast review covering pipeline coverage, stage movement week-over-week, deals won and lost, deals slipped, and top deal one-pagers, using Salesforce data. Use when the user asks for a "weekly pipeline review", "weekly forecast deck", "pipeline review pack"…
Creates the PowerPoint pack for a Change Advisory Board (CAB) meeting from ServiceNow change request data, including upcoming changes by risk, conflicts, freeze-window violations, recent failed changes, and per-change one-pagers for high-risk items. Use when the user asks for a "CAB pack", "change advisory board…
Generates an HTML report identifying repeat ServiceNow incidents that are NOT yet covered by a knowledge base article, ranked by reduction opportunity. Use when the user asks for a "knowledge gap report", "self-service opportunity analysis", "deflection candidates", "shift-left report", or "where should we write KB…
Builds a one-page HTML "Morning IT Pulse" dashboard for an IT service-management manager or duty officer using live ServiceNow data. Use when the user asks for a "morning IT briefing", "start-of-day IT dashboard", "what's broken right now", "IT operations status", "P1/P2 dashboard", "SLA breach view", or "today's…
Builds an Adaptive Card snapshot of an IT team's workload — open incidents per assignee, pending approvals, and SLA risk — designed to be posted into a Microsoft Teams channel as a daily or shift-handover update. Use when the user asks for a "workload card", "shift handover", "team status card", or "post a team…
Creates a weekly IT leadership PowerPoint deck reviewing incident volume, MTTR, SLA compliance, category mix, change failure rate and top contributing assignment groups using ServiceNow data. Use when the user asks for a "weekly incident review", "IT ops weekly", "service management steering pack", "incident trend…
Creates a PowerPoint headcount and organization brief for a skip-level review or HRBP sync, using Workday data: team structure (org chart), headcount mix by role/level/location, span of control, recent moves, and key talent indicators. Use when the user asks for an "org brief", "headcount deck", "skip-level pack"…
Generates an HTML learning compliance report for a manager's team using Workday data: who has completed required learning, who is overdue, course-by-course completion, and a watch list of reports approaching due dates. Use when the user asks for a "learning compliance report", "training compliance dashboard", "who…
Builds a one-page HTML "Morning People Pulse" dashboard for a people manager using live Workday data: who is out today, pending Workday inbox tasks, learning overdue, goals at risk, and team calendar for the next two weeks. Use when the user asks for a "morning people pulse", "manager start-of-day briefing", "what…
Creates a manager-ready PowerPoint pack for performance reviews and calibration discussions using Workday data: per-direct-report goals, recent feedback, learning, check-ins, time-off history, and skills profile, plus a team-level summary slide. Use when the user asks for a "performance review pack", "calibration…
Builds an Adaptive Card for Microsoft Teams summarising the week ahead for a manager's team: who is out, key milestones (anniversaries, role starts), team goals progress, and learning status. Use when the user asks for a "weekly team update card", "Monday team card", "team Teams update", "post my weekly to the team…