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AI agent for head of operations

Product Migration Communication Agent

Migration guides tailored to each customer's real setup.

Product Migration Communication Agent: what goes in, what the agent does and what you get

What it does

Standard migration instructions often miss prerequisites that apply to a specific customer's setup. When a customer is scheduled for migration, this agent reads their configuration export and identifies which prerequisites apply, such as version, add-ons, integrations and data size. It checks for missing evidence, like an unconfirmed backup. If the customer runs an unsupported version, it creates a separate exception path. It drafts tailored instructions based only on the actual configuration and checks every step against it. Product operations approves delivery to the customer, and the agent never runs a migration. Edge case: the export shows an older version that needs an intermediate upgrade, so the guide adds that step.

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 Customer scheduled for migration 2 USES A TOOL Parse the configuration export 3 DOES Identify applicable prerequisites 4 CHECKS THE RESULT Is the version supported and is every prerequisiteevidenced? If not: add the exception path or flag missing evidence.Back to step 3. 5 DOES Draft tailored instructions 6 CHECKS THE RESULT Does every step match the actual configuration? If not: revise the step. Back to step 5. 7 YOU APPROVE Product ops approves delivery 8 RESULT Migration preparation guide
Read the steps as a list
  1. Customer scheduled for migration
  2. Parse the configuration export
  3. Identify applicable prerequisites
  4. Is the version supported and is every prerequisite evidenced?If not: add the exception path or flag missing evidence. Back to step 3.
  5. Draft tailored instructions
  6. Does every step match the actual configuration?If not: revise the step. Back to step 5.
  7. Product ops approves deliveryThe agent waits here for your OK.
  8. Migration preparation guide

How it decides

Instructions come only from the actual configuration.

  • Instructions come only from the actual configuration.
  • Unsupported versions get a separate exception path.
  • The agent never runs a migration.

Make it yours

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

  • Supported versions and upgrade paths
  • Prerequisite rules per add-on and integration
  • Guide template
  • Who approves delivery

What keeps you in control

It always asks you first

  • Customer delivery
  • Executing migrations

Hard limits

  • No migration execution.

It stops when

  • Done: guide ready.

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 customer is scheduled for migration on 20 November. The agent parses the configuration export: version 6.2, two add-ons and 340 GB of data. The version check fails because 6.2 needs an intermediate upgrade to 7.0. It adds that step and a longer downtime window. One add-on has no confirmed backup, so it flags it. Product ops approves sending the guide.

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