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AI agent for director of operations

Process Pilot Tracker Agent

Decide every pilot on evidence: scale, change or stop.

DecisionsOperationsManagement
See how it worksGet access
Process Pilot Tracker Agent: what goes in, what the agent does and what you get

What it does

A team trials a new picking method for two months, everyone has an opinion and no one checks the numbers against the starting point. When a pilot is approved, the agent sets the baseline from the metrics the pilot should change, such as cycle time, error rate, cost or throughput, and records the plan and the end date. Each week it collects the pilot's results and compares them with the baseline and with a control group where there is one. It checks whether the sample is large enough and whether side effects appear, for example quality dropping while speed improves. If the sample is too small to judge, it keeps the pilot running and checks again next week. At the end, it recommends scale, change or stop. The leader approves. Edge case: a seasonal spike that distorts results.

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, continueYes, continueApprovedNoNo 1 STARTS WHEN A pilot is approved 2 USES A TOOL Collect baseline data for the main and side metrics 3 DOES Record the target, sample size needed and end date 4 USES A TOOL Each week, pull the pilot results 5 DOES Compare with the baseline and the control group 6 CHECKS THE RESULT Is the sample large enough to judge? If not: keep the pilot running and check again nextweek. Back to step 4. 7 DOES Check side effects and seasonal distortions 8 CHECKS THE RESULT Is the main metric at or above the target without aharmful side effect? If not: identify the likely cause and propose a changeto the pilot. Back to step 4. 9 DOES Write the recommendation: scale, change or stop 10 YOU APPROVE Leader approves the decision 11 RESULT Pilot closed and result logged
Read the steps as a list
  1. A pilot is approved
  2. Collect baseline data for the main and side metrics
  3. Record the target, sample size needed and end date
  4. Each week, pull the pilot results
  5. Compare with the baseline and the control group
  6. Is the sample large enough to judge?If not: keep the pilot running and check again next week. Back to step 4.
  7. Check side effects and seasonal distortions
  8. Is the main metric at or above the target without a harmful side effect?If not: identify the likely cause and propose a change to the pilot. Back to step 4.
  9. Write the recommendation: scale, change or stop
  10. Leader approves the decisionThe agent waits here for your OK.
  11. Pilot closed and result logged

How it decides

A pilot is judged only when the sample reaches the minimum size. Scale when the main metric improves by the target without a harmful side effect, otherwise change or stop.

  • Judge a pilot only after at least 30 cycles or 4 weeks
  • Scale when the main metric improves by 10 percent or more
  • Stop when a side effect worsens by more than 5 percent
  • Adjust for seasonal weeks

Make it yours

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

  • Minimum sample (default 30 cycles)
  • Improvement target
  • Side-effect limits
  • Review day
  • Metrics used

What keeps you in control

It always asks you first

  • Leader approves scale, change or stop
  • Leader approves extending a pilot

Hard limits

  • Never end or expand a pilot itself
  • Report side effects even when the main result is good

It stops when

  • Done: decision approved and logged
  • Stop: data collection fails for 2 weeks, tell the leader

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 happensA pilot of batch picking has a baseline of 62 orders per picker hour. After 3 weeks, the pilot shows 71 with 140 batches, but the error rate rose from 0.8 to 1.4 percent. The sample is large enough. The agent identifies mis-picks on mixed batches and recommends a change to limit mixing. After the change, errors return to 0.9 percent, and the leader approves scaling.

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