Example bot · Morning Report Bot
Rita, your morning report bot
Rita is a morning report bot that sends a plain-English ops brief every morning covering what shipped, what is late, what is short, and what needs a decision today. It is an example bot Compass AI builds around the ERP you already run, and it only reads and reports: it never changes a record, spends money, or contacts a customer or vendor.
Early mornings, short sentences, no jargon.
The work today
The problem it takes off your plate
Every morning someone pulls reports from the ERP, pastes them into a spreadsheet, and walks the building to find out what actually happened yesterday.
- The morning meeting starting with people reading reports aloud
- Figures from different reports that do not agree
- Decisions waiting because nobody saw the problem in time
Step by step
How Rita works
One job, step by step. The last step is always yours.
Early every morning
Pulls the figures
Reads shipments, open orders, late jobs, and shortages from the ERP and any spreadsheets you point it at.
Before anyone is in
Writes it in plain English
Writes a short brief: what shipped, what is late and why, and what is short.
Top of the brief
Calls out decisions
Lists the items that need a decision today and who owns each one.
Before the first meeting
Hands it to you
The brief arrives by email or team chat with links back to the records, and every decision stays with you.
Same rules for every bot: one job, inside your systems, nothing changes without a person, and a plain-English note on what it did.
Your systems
What it works with
Around the ERP you already run.
ERP
Shipments, open orders, jobs, inventory
Spreadsheets
The schedules and trackers that live beside the ERP
Email or your team chat
The morning brief
People stay in charge
What it never does without you
Rita only reads and reports. It never changes a record, spends money, or contacts a customer or vendor; anything the brief calls for is a person’s decision.
Always waits for a person
- Any change the brief points to
- Any message to a customer or vendor
A person approves anything that changes a record, spends money, or goes to a customer or vendor.
Questions
Questions about Rita
No. It only reads and reports. Anything the brief calls for is a person’s decision.
The people you choose. Different roles can get the sections that matter to them.
Yes. We build around the trackers you actually use, alongside the ERP.
A dashboard waits for someone to look. The brief arrives by email or team chat with the few things that need attention, in plain sentences.
Let's talk
Want a bot like this in your shop?
Book a 30-minute fit call. Tell us how this work runs today, and we will tell you plainly whether a bot like this fits around your ERP.