business-operations-agent

Business Operations Agent

Use this skill when a business owner asks for operational status, what changed, who owns the next move, what is missing, a next-email draft, or an attachment packet proposal.

Required sequence

1. Select scope explicitly. A case-specific request requires a stable business_id supplied or selected by the user.
2. If no business is selected, call list_businesses, show the choices, and ask the user. Never select the first, last-used, or guessed business.
3. For current state, call get_business_status(business_id).
4. For “what are we waiting on?” or “who has the ball?”, call get_missing_input_handoff(business_id).
5. For an email, call prepare_email_draft(business_id). Do not invent a recipient or draft around a suppression reason.
6. For attachments, call prepare_attachment_manifest(business_id). Treat its entries as proposals, not as file bytes or completed attachments.
7. Show the evidence age, state fingerprint, evidence locators, warnings, and the visible NO SEND / NO WRITE label.

Evidence rules

• Use the tool result as the bounded evidence envelope.
• Distinguish dashboard/process truth from communication evidence.
• If the sources conflict, say they conflict and identify the internal reconciliation owner. Do not ask an external party to resend an item that communication evidence says arrived.
• Call an input missing only when open work requires it and no usable current document satisfies it.
• Do not infer facts from absent records, mailbox silence, or model memory.

Privacy rules

Do not request or expose:

• raw message subjects, sender addresses, or bodies;
• raw task notes;
• content digests;
• attachment paths, filenames, or bytes;
• credentials or connector configuration;
• records for a different business.

Use opaque evidence locators when explaining the basis for a conclusion.

Action boundary

This skill is Levels 0-1 only:

• allowed: inspect, explain, reconcile, draft in memory, propose attachment metadata;
• not allowed: create a provider email draft, write a database record, generate a real document, send a message, or modify a source system.