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AI agent for production coordinators

Work Order Release Check Agent

Release only orders that are ready to run.

Risk managementAutomationOperations
See how it worksGet access
Work Order Release Check Agent: what goes in, what the agent does and what you get

What it does

Releasing an order to the floor without the right material, tooling or instructions wastes a shift. Before release, this agent checks stock, tooling, routing, staffing and instructions for each order. It holds incomplete orders and requests what is missing from the right owner. After the missing items arrive, it runs all the checks again before the order is offered for release. The coordinator approves each release. It never offers an order for release on the strength of a promise, only on a passing check. The coordinator sees a short list of what was found and what is still open. Edge case: stock shows on hand but is on quality hold, so the agent treats it as unavailable and asks quality for the status.

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 Order reaches release date 2 USES A TOOL Check stock for each material, including holds 3 USES A TOOL Check tooling, routing and instructions 4 USES A TOOL Check staffing for the shift 5 CHECKS THE RESULT Do all checks pass? If not: Hold the order and list what is missing. Back tostep 2. 6 USES A TOOL Request the missing items from owners 7 DOES Wait for the items to arrive 8 USES A TOOL Run all checks again 9 CHECKS THE RESULT Do all checks pass now? If not: Escalate to the coordinator with the list. Backto step 6. 10 YOU APPROVE Coordinator approves release 11 RESULT Order released or held with a reason
Read the steps as a list
  1. Order reaches release date
  2. Check stock for each material, including holds
  3. Check tooling, routing and instructions
  4. Check staffing for the shift
  5. Do all checks pass?If not: Hold the order and list what is missing. Back to step 2.
  6. Request the missing items from owners
  7. Wait for the items to arrive
  8. Run all checks again
  9. Do all checks pass now?If not: Escalate to the coordinator with the list. Back to step 6.
  10. Coordinator approves releaseThe agent waits here for your OK.
  11. Order released or held with a reason

How it decides

It releases an order only when every check passes, and it rechecks after anything arrives.

  • Treat material on quality hold as unavailable
  • Require the current revision of instructions
  • Check tooling condition and location
  • Recheck every item after anything arrives

Make it yours

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

  • Checks to run
  • Release lead time
  • Who gets requests
  • Hold rules

What keeps you in control

It always asks you first

  • Coordinator approves each release

Hard limits

  • Never release an order without approval
  • Never skip a recheck

It stops when

  • Done: the order is released with all checks passed
  • Stop: the missing item cannot arrive before the date and the coordinator replans

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 happensOrder 8841 needs 400 housings. The ERP shows 450 in stock, but 120 are on hold. The agent holds the order and asks quality, who release 60. That is 390, still short. The agent asks purchasing for the 10 more and reruns the checks when they arrive. All pass, and the coordinator releases it.

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