Weekly operations brief
Scout · Summarize portfolio changes and open Tasks
- Schedule
- Every Monday · 8:00 AM
- Next run
- Tomorrow, 8:00 AM
- Last run
- 2 hours ago
Let agents handle routine monitoring, reporting, and follow-up so your team can focus on the decisions that need them.
Scout · Summarize portfolio changes and open Tasks
Client Portal · /api/customers/sync
Field Operations · Review incomplete work orders
Use AI Agents where the operation needs a purpose-built surface instead of another workaround.
01
Start each day with changes, risks, and next steps already summarized.
02
Watch records and connected systems for the events that need attention.
03
Check outstanding work, prepare updates, and keep teams moving.
The controls and infrastructure behind AI Agents, available from the same Path workspace.
Run work on a cadence or when something changes.
Ground every run in the records, documents, and systems you choose.
Research, summarize, update records, and prepare follow-up across your tools.
See what each agent did, what changed, and where attention is needed.
Choose the outcome, context, and schedule. Your agent handles the run.