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Skill trevhud/rote/examples/ops-report/skill

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Scheduled daily executive operations report for a parcel fulfillment network. Auto-pulls shipment-container and dock/dwell spreadsheets from Google Drive and dock-activity emails from Gmail, asks the duty manager for the handful of numbers that live behind interactive dashboards, then assembles a three-section executive summary with a KPI header and color-coded dwell alerts.

SKILL.md

3.2 KB, as published. Nobody here has run it

Daily Executive Operations Report

Generate the daily executive operations report for the parcel fulfillment network. This report covers three sections.

Data sources to auto-pull:

1. Shipment Containers (Google Drive MCP — read_file_content) File ID: 1ExampleShipmentContainersFileId00000000000 Parse the facility summary table with COMPLETION % column. Report active, loaded, staged, shipped counts and completion % by site. Flag any site below 75% completion. Show week-over-week trend if available.

2. Dock Pending Log (Google Drive MCP — read_file_content) File ID: 1ExampleDockPendingLogFileId0000000000000000 Count all rows where Resolved = FALSE. Break down by site (EAST1, WEST2, etc.) and issue type (PO Number, Pallet/Piece Count Discrepancy). Report total open count.

3. Dock Activity Emails (Gmail MCP — search_threads) Search query: label:dock-activity newer_than:1d Count Approved vs. Requested appointments. Flag any outstanding requests not yet approved.

4. Open Dwell Tickets (Google Drive MCP — read_file_content) File ID: 1ExampleDwellTicketLogFileId0000000000000000 Tab: Dwell Log - Form Responses. Filter rows where Open/Closed column = "Open". Report each open ticket with: date, facility, # packages, client impact, carrier impact, issue description. Flag packages >= 25 (Missort Warning), >= 41 (Missort Alert), carrier >= 80 (Possible Misload Alert).

Manual data to request from user:

After pulling the above, ask the duty manager to provide:

  1. Dock Appointment Completion (from the dock scheduler's appointment view for the prior day): count of Green (Complete), Red (No Call/No Show), Grey (Canceled), and any other color (Non-Compliant). Non-Compliant must be escalated.
  2. Sorter Metrics (for sites with automated divert lines): volume output and fail rate % per site. Flag if fail rate > 5% (action needed) or if volume dropped >15% day-over-day (divert adjustment may be needed).
  3. Current Dwell (from the BI dashboard, filtered by site): shipper/brand name, carrier, site, # orders/packages dwelling. Apply thresholds: Brand 25-40 = Missort Warning (light red), 41+ = Missort Alert (bright red). Carrier 80+ missing = Possible Misload Alert (darkest red).

Report format:

Produce an executive-level summary with:

  • KPI header: Active sites, Dock Pending count, Avg Completion %, Open Dwell Tickets
  • Section 1 — Dock Compliance: Appointment tiles + Gmail summary + Pending Log table
  • Section 2 — Missort & Loss: Sorter metrics + container flow table by site with completion %
  • Section 3 — Dwell: BI-dashboard dwell alerts (color-coded) + Open Dwell Impact Log tickets

Also remind the duty manager to open the live artifact "ops-report" for the interactive version with charts. The artifact auto-refreshes Sheets and Gmail data on every open.

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