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AI agent for logistics planners

Peak Season Capacity Plan Agent

A peak plan with no unfunded capacity gaps, started early enough to book what is needed

PlanningDecisionsOperations
See how it worksGet access
Peak Season Capacity Plan Agent: what goes in, what the agent does and what you get

What it does

Peak season plans start too late, and by then carriers and labor are booked. This agent combines the demand forecast with carrier, warehouse and labor capacity by week. It finds the gaps and drafts options, such as booking early, shifting orders or adding a shift. When the forecast changes, it reruns the plan and shows what moved. After each option is chosen, it checks the remaining gap by week. The planner approves bookings. Edge case: a carrier's capacity is only confirmed for four weeks, so the agent treats the later weeks as a risk and plans a backup.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Peak planning window opens or forecast changes 2 USES A TOOL Load the forecast and the capacity by week 3 DOES Calculate the gaps by week 4 DOES Draft options to close each gap 5 CHECKS THE RESULT Does the combined plan close every gap with thebuffer? If not: add or change options for the remaining weeksand recompute. Back to step 3. 6 YOU APPROVE Planner approves bookings 7 USES A TOOL Place the confirmed bookings and update capacity 8 USES A TOOL Reload the forecast each week 9 CHECKS THE RESULT Did the forecast change enough to open a gap? If not: redraft options for the new gaps. Back to step3. 10 RESULT Peak plan and risk list updated
Read the steps as a list
  1. Peak planning window opens or forecast changes
  2. Load the forecast and the capacity by week
  3. Calculate the gaps by week
  4. Draft options to close each gap
  5. Does the combined plan close every gap with the buffer?If not: add or change options for the remaining weeks and recompute. Back to step 3.
  6. Planner approves bookingsThe agent waits here for your OK.
  7. Place the confirmed bookings and update capacity
  8. Reload the forecast each week
  9. Did the forecast change enough to open a gap?If not: redraft options for the new gaps. Back to step 3.
  10. Peak plan and risk list updated

How it decides

A gap is closed when capacity meets forecast plus a buffer in that week. Options are ranked by cost and risk.

  • Keep a 10 percent buffer over forecast
  • Book carriers first for lanes with the fewest options
  • Treat unconfirmed capacity as at risk
  • Rerun when the forecast moves by over 5 percent

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Planning start (default 12 weeks)
  • Buffer (default 10 percent)
  • Carriers and sites included
  • Forecast change trigger

What keeps you in control

It always asks you first

  • Bookings and labor requests

Hard limits

  • Never place bookings without approval
  • Never assume capacity that is not confirmed

It stops when

  • Done: peak plan closed with buffer
  • Stop: forecast is unavailable

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensIn week 47, the forecast was 18,000 orders a day and capacity 16,500. The agent proposed a 3rd carrier and a Saturday shift. The check showed week 49 still short by 600, so it added a second Saturday and recomputed. When the forecast rose 7 percent in week 44, it reran. The planner approved the bookings.

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