# Automatable Knowledge-Work Atlas
# Catalog of small, automatable NON-DEVELOPMENT knowledge-work tasks.
# Each task is one step a Claude skill could perform, tagged by role and grouped by domain.
# Tasks: 1734 | Domains: 17 | Roles: 607 (distinct after build.py role-casing merge)
# Schema: id, title, domain, roles[], description, inputs[], outputs[],
#         automation(low|medium|high), human_in_loop, tools[], frequency, trigger
# Source of truth. Edit here, then run build.py to refresh index.html + README.md.

- id: pitch-deck-assembly
  title: "Assemble a tailored pitch deck from credentials boilerplate"
  domain: "Sales & BizDev"
  roles: ["New-business pitch coordinator"]
  description: "Select relevant case studies, credentials and team bios matched to the prospect brief into a draft deck."
  inputs: ["Prospect brief", "Case study/credentials library"]
  outputs: ["Draft pitch deck"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["presentation software", "asset library"]
  frequency: ad-hoc
  trigger: "when a new pitch is greenlit"

- id: proposal-compliance-matrix
  title: "Build a proposal compliance matrix from the solicitation"
  domain: "Sales & BizDev"
  roles: ["Proposal & SOQ Coordinator"]
  description: "Parse the RFP for every shall/must requirement, page limit, and required form, then map each to a proposal section and owner."
  inputs: ["RFP/solicitation document", "proposal outline"]
  outputs: ["compliance matrix", "requirement-to-section map"]
  automation: high
  human_in_loop: spot-check
  tools: ["document parser", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Kicking off a proposal and need the compliance checklist"

- id: build-bid-compliance-checklist
  title: "Build bid submission compliance checklist"
  domain: "Sales & BizDev"
  roles: ["Bid Coordinator"]
  description: "Parse an ITB/RFP for required forms, certifications, and formatting, and produce a submission compliance checklist with deadlines."
  inputs: ["ITB/RFP document", "bid instructions"]
  outputs: ["compliance checklist", "deadline list"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "knowledge base"]
  frequency: ad-hoc
  trigger: "What do we need to submit for this RFP and by when"

- id: build-partner-proposal-onepager
  title: "Build co-marketing proposal one-pager"
  domain: "Sales & BizDev"
  roles: ["Partnerships Manager"]
  description: "Draft a one-pager outlining joint value, activities, and expected outcomes for a potential partner."
  inputs: ["partner details", "campaign ideas", "past partnership results"]
  outputs: ["proposal one-pager draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet"]
  frequency: ad-hoc
  trigger: "draft a co-marketing one-pager for this partner"

- id: build-competitive-battlecard
  title: "Build competitive battlecard"
  domain: "Sales & BizDev"
  roles: ["Product Marketing Manager", "Sales Manager"]
  description: "Compile a battlecard comparing our offering to a named competitor with positioning, objection handling and landmines for reps."
  inputs: ["competitor information", "our positioning", "win/loss notes"]
  outputs: ["battlecard doc"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "web search", "knowledge base"]
  frequency: monthly
  trigger: "make a battlecard against CompetitorX for our reps"

- id: market-submission-prep
  title: "Build market submission / placement slip"
  domain: "Sales & BizDev"
  roles: ["Broking Account Handler"]
  description: "Assemble client exposure and loss data into a market submission/placement slip for insurers."
  inputs: ["Client exposure data", "Loss history", "Submission template"]
  outputs: ["Market submission/placement slip", "Risk summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "document management", "CRM", "email"]
  frequency: ad-hoc
  trigger: "Build the market submission for this client's renewal."

- id: build-mutual-action-plan
  title: "Build mutual action plan with prospect"
  domain: "Sales & BizDev"
  roles: ["Account Exec"]
  description: "Create a shared step-by-step timeline of tasks, owners, and dates from discovery to signature."
  inputs: ["deal stage and stakeholders", "target close date", "procurement / legal steps"]
  outputs: ["mutual action plan document", "milestone timeline"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "docs", "spreadsheet"]
  frequency: ad-hoc
  trigger: "build a mutual action plan to get this deal signed by quarter end"

- id: build-partner-target-list-and-outreach
  title: "Build partner target list and outreach"
  domain: "Sales & BizDev"
  roles: ["Founder", "Business Development Manager"]
  description: "Identify potential partners or channel targets fitting a thesis, then draft tailored partnership outreach messages."
  inputs: ["partnership thesis or criteria", "market research"]
  outputs: ["ranked partner target list", "outreach email drafts"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["web search", "CRM", "email", "spreadsheet"]
  frequency: ad-hoc
  trigger: "find 20 potential integration partners for us and draft intro emails"

- id: build-pre-call-account-research-brief
  title: "Build pre-call account research brief"
  domain: "Sales & BizDev"
  roles: ["Account Exec", "SDR"]
  description: "Research a prospect company and key contacts, pulling recent news, funding, tech signals and org structure into a one-page brief for an upcoming meeting."
  inputs: ["company name or domain", "contact names", "existing CRM record"]
  outputs: ["one-page research brief", "suggested talking points"]
  automation: medium
  human_in_loop: spot-check
  tools: ["CRM", "web search", "docs"]
  frequency: daily
  trigger: "build me a prep brief on Acme Corp and its VP of Ops before my call tomorrow"

- id: build-rfp-compliance-matrix
  title: "Build RFP compliance matrix"
  domain: "Sales & BizDev"
  roles: ["Proposal Manager"]
  description: "Extract every requirement from an RFP into a traceability matrix mapped to response sections and owners."
  inputs: ["RFP document"]
  outputs: ["compliance matrix", "requirement-to-section mapping"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "docs"]
  frequency: ad-hoc
  trigger: "pull every requirement from this RFP into a compliance matrix"

- id: deal-desk-discount-exception-packet
  title: "Compile deal-desk discount-exception approval packet"
  domain: "Sales & BizDev"
  roles: ["Deal Desk Analyst", "Sales Operations", "Account Executive"]
  description: "Assemble CRM deal context, margin impact, and policy-deviation summary into an approval packet when a rep requests a non-standard discount or term."
  inputs: ["CRM opportunity record", "pricing/discount policy", "requested terms"]
  outputs: ["exception summary memo", "approval routing request"]
  automation: high
  human_in_loop: approve
  tools: ["CRM", "spreadsheet", "email"]
  frequency: ad-hoc
  trigger: "package this discount exception for sign-off"

- id: charter-trip-quote-drafting
  title: "Draft charter trip quotes"
  domain: "Sales & BizDev"
  roles: ["Charter Flight Operations Coordinator"]
  description: "Build a charter quote from route, aircraft type, positioning legs, and crew/handling fees with a clear cost breakdown."
  inputs: ["trip request", "aircraft rate card", "positioning/handling fees"]
  outputs: ["draft quote", "cost breakdown"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "spreadsheet", "email"]
  frequency: ad-hoc
  trigger: "quote a charter from Nice to London Friday"

- id: draft-cold-outreach-sequence
  title: "Draft cold outreach email sequence"
  domain: "Sales & BizDev"
  roles: ["SDR", "Account Exec"]
  description: "Write a multi-touch personalized cold email sequence for a target persona based on the ICP and product value props."
  inputs: ["target persona", "ICP definition", "product value props", "prospect list"]
  outputs: ["3-5 touch email sequence drafts", "subject line variants"]
  automation: high
  human_in_loop: review-before-send
  tools: ["CRM", "email", "docs"]
  frequency: weekly
  trigger: "write a 4-email cold sequence for VPs of Finance at mid-market SaaS companies"

- id: draft-discount-approval-request
  title: "Draft discount approval request"
  domain: "Sales & BizDev"
  roles: ["Account Exec"]
  description: "Write the internal justification for non-standard pricing or terms so deal desk or management can approve."
  inputs: ["deal details", "requested discount / terms", "competitive context and margin impact"]
  outputs: ["approval request memo or email"]
  automation: high
  human_in_loop: approve
  tools: ["CRM", "email", "docs"]
  frequency: weekly
  trigger: "draft a deal-desk approval request for a 30% discount on this deal"

- id: chartering-fixture-recap
  title: "Draft fixture recap from negotiated terms"
  domain: "Sales & BizDev"
  roles: ["Chartering assistant"]
  description: "Compile negotiated main terms into a structured fixture recap for circulation to the parties."
  inputs: ["negotiation notes", "recap template"]
  outputs: ["draft fixture recap"]
  automation: medium
  human_in_loop: approve
  tools: ["document editor", "email"]
  frequency: ad-hoc
  trigger: "Both sides agreed main terms on a fixture"

- id: draft-grant-proposal-narrative
  title: "Draft grant proposal narrative"
  domain: "Sales & BizDev"
  roles: ["Grant Writer"]
  description: "Turn an RFP and program details into a structured proposal narrative with need statement, goals, and methods."
  inputs: ["RFP/funder guidelines", "program description", "past proposals", "budget figures"]
  outputs: ["draft proposal narrative"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base"]
  frequency: monthly
  trigger: "draft a grant proposal narrative from this RFP and our program description"

- id: group-rfp-proposal-draft
  title: "Draft group RFP responses and proposals"
  domain: "Sales & BizDev"
  roles: ["Group Sales Coordinator"]
  description: "Turn a meeting-planner RFP into a tailored proposal with room block, rates, meeting space and concessions."
  inputs: ["RFP details", "rate and concession guidelines", "space availability"]
  outputs: ["draft proposal"]
  automation: medium
  human_in_loop: approve
  tools: ["CRM", "knowledge base", "spreadsheet"]
  frequency: weekly
  trigger: "Draft a proposal for this 200-room conference RFP"

- id: draft-partner-outreach-email
  title: "Draft partner outreach email"
  domain: "Sales & BizDev"
  roles: ["Partnerships Manager"]
  description: "Write a personalized first-touch email proposing a partnership based on the prospect's profile."
  inputs: ["partner company profile", "partnership goals"]
  outputs: ["draft outreach email"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "CRM"]
  frequency: weekly
  trigger: "write a partnership intro email to this company"

- id: draft-partner-qbr-outline
  title: "Draft partner QBR deck outline"
  domain: "Sales & BizDev"
  roles: ["Partnerships Manager"]
  description: "Outline a quarterly partner review covering pipeline, results, and next-quarter plans."
  inputs: ["partner pipeline data", "performance metrics"]
  outputs: ["QBR deck outline"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "docs", "CRM"]
  frequency: quarterly
  trigger: "outline the QBR deck for this partner"

- id: draft-partner-qbr-deck
  title: "Draft partner QBR summary"
  domain: "Sales & BizDev"
  roles: ["Partnerships Operations Manager"]
  description: "Summarize partner performance data into a quarterly business review narrative with wins, gaps, and next steps."
  inputs: ["partner performance data", "QBR template"]
  outputs: ["QBR summary", "action items"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["BI tool", "spreadsheet"]
  frequency: quarterly
  trigger: "draft the QBR summary for this partner"

- id: draft-post-meeting-followup-email
  title: "Draft post-meeting follow-up email"
  domain: "Sales & BizDev"
  roles: ["Account Exec", "SDR"]
  description: "Write a personalized follow-up email recapping the meeting, confirming next steps and referencing relevant materials."
  inputs: ["call notes or transcript", "attendee list", "agreed next steps"]
  outputs: ["follow-up email draft"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "CRM"]
  frequency: daily
  trigger: "draft a follow-up email recapping today's call with next steps"

- id: draft-producer-contract-confirmations
  title: "Draft producer purchase contract confirmations"
  domain: "Sales & BizDev"
  roles: ["Grain merchandiser back-office clerk"]
  description: "Generate purchase contract confirmations to producers with price, delivery window, and quality specs."
  inputs: ["trade terms", "producer details", "contract template"]
  outputs: ["contract confirmation documents"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document generator", "email tool"]
  frequency: daily
  trigger: "A producer agrees to a sale"

- id: draft-rfp-and-security-questionnaire-responses
  title: "Draft RFP and security questionnaire responses"
  domain: "Sales & BizDev"
  roles: ["Account Exec", "Sales Manager"]
  description: "Answer RFP and questionnaire questions by pulling from a library of approved responses and flagging gaps that need a human."
  inputs: ["RFP or questionnaire", "approved answer knowledge base"]
  outputs: ["drafted responses", "list of flagged or unanswered items"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "docs", "spreadsheet"]
  frequency: ad-hoc
  trigger: "fill out this security questionnaire from our answer library and flag anything missing"

- id: draft-rfp-response-outline
  title: "Draft RFP response outline"
  domain: "Sales & BizDev"
  roles: ["Proposal Manager"]
  description: "Map RFP requirements into a compliant response structure with section owners and word budgets."
  inputs: ["RFP requirements", "team roster"]
  outputs: ["response outline", "owner assignments"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet"]
  frequency: ad-hoc
  trigger: "draft a response outline for this RFP with section owners"

- id: rfp-response-draft
  title: "Draft RFP response sections from a past-answer library"
  domain: "Sales & BizDev"
  roles: ["New-business pitch coordinator"]
  description: "Map each RFP question to the closest prior answer and draft tailored response sections for review."
  inputs: ["RFP/RFI question list", "Past-response library"]
  outputs: ["Drafted response sections"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "knowledge base"]
  frequency: ad-hoc
  trigger: "when an RFP is received"

- id: draft-competitor-battlecard
  title: "Draft sales battlecard from research"
  domain: "Sales & BizDev"
  roles: ["Sales Enablement Manager"]
  description: "Synthesize competitor research and product notes into a one-page battlecard with positioning and objection handling."
  inputs: ["competitor research notes", "product positioning doc"]
  outputs: ["battlecard draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "spreadsheet"]
  frequency: ad-hoc
  trigger: "build a battlecard for this competitor"

- id: draft-sales-proposal-from-deal-notes
  title: "Draft sales proposal from deal notes"
  domain: "Sales & BizDev"
  roles: ["Account Exec", "Founder"]
  description: "Generate a tailored proposal or SOW draft from discovery notes, scope and pricing using the company template."
  inputs: ["discovery notes", "pricing and scope", "proposal template", "CRM deal record"]
  outputs: ["proposal or SOW draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "CRM"]
  frequency: weekly
  trigger: "draft a proposal for the Acme deal using our template and these discovery notes"

- id: sales-to-cs-closed-won-handoff-brief
  title: "Draft sales-to-CS closed-won handoff brief"
  domain: "Sales & BizDev"
  roles: ["Account Executive", "Sales Operations", "Revenue Operations"]
  description: "Pull account context, promises made, contacts, and contract terms from CRM and email into a handoff brief for Customer Success when a deal closes."
  inputs: ["closed-won CRM record", "deal email thread", "signed contract terms"]
  outputs: ["handoff brief", "open-commitments checklist"]
  automation: high
  human_in_loop: review-before-send
  tools: ["CRM", "email", "knowledge base"]
  frequency: ad-hoc
  trigger: "build the CS handoff for this closed deal"

- id: sponsor-prospect-fit-list
  title: "Draft sponsor prospect list matched to audience fit"
  domain: "Sales & BizDev"
  roles: ["Sponsorship & activation coordinator"]
  description: "Build a prospect shortlist by matching brand categories to event fan demographics and open inventory."
  inputs: ["Event demographic profile", "Available sponsorship inventory", "Target brand categories"]
  outputs: ["Ranked sponsor prospect list", "Fit rationale notes"]
  automation: low
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Research database"]
  frequency: quarterly
  trigger: "When planning the next sponsorship sales cycle"

- id: draft-sponsorship-proposal
  title: "Draft sponsorship proposals and rate cards"
  domain: "Sales & BizDev"
  roles: ["Sponsorship Coordinator"]
  description: "Assemble available inventory, assets, and pricing tiers into a proposal tailored to the prospect."
  inputs: ["available inventory", "prospect brief", "rate card"]
  outputs: ["sponsorship proposal deck"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "spreadsheet", "CMS"]
  frequency: ad-hoc
  trigger: "draft a sponsorship proposal for this prospect"

- id: enrich-and-clean-crm-records
  title: "Enrich and clean CRM records"
  domain: "Sales & BizDev"
  roles: ["SDR", "Operations Manager"]
  description: "Fill missing fields, standardize formats, identify duplicates and flag stale records across a batch of CRM accounts."
  inputs: ["CRM record export", "enrichment sources"]
  outputs: ["cleaned and enriched records", "duplicate and stale-record report"]
  automation: medium
  human_in_loop: spot-check
  tools: ["CRM", "spreadsheet", "web search"]
  frequency: monthly
  trigger: "clean up these CRM accounts, fill missing fields and flag duplicates"

- id: generate-price-quote
  title: "Generate configured price quote"
  domain: "Sales & BizDev"
  roles: ["Account Exec", "Sales Manager"]
  description: "Turn agreed deal terms into a clean, priced quote with line items and totals. Applies the price list, term, and discount rules to produce the document."
  inputs: ["deal notes / agreed terms", "product and price list", "discount and term rules"]
  outputs: ["priced quote document", "line-item pricing breakdown"]
  automation: medium
  human_in_loop: approve
  tools: ["CRM", "spreadsheet", "docs"]
  frequency: weekly
  trigger: "build a price quote for this deal: 50 seats, 2-year term, 15% discount"

- id: generate-wholesale-order-confirmations
  title: "Generate per-account wholesale order confirmation packets"
  domain: "Sales & BizDev"
  roles: ["Wholesale Order Coordinator"]
  description: "Build confirmation documents per account with style numbers, size breakdowns, wholesale pricing, and ship windows from confirmed orders."
  inputs: ["Confirmed order records", "Wholesale price list", "Delivery / ship-window calendar"]
  outputs: ["Order confirmation packet per account", "Summary of total units and value"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document generator", "spreadsheet", "email"]
  frequency: weekly
  trigger: "after orders are confirmed during market week"

- id: sync-quote-generation
  title: "Generate sync license quotes from a rate card"
  domain: "Sales & BizDev"
  roles: ["Sync licensing administrator"]
  description: "Price a sync request by media type, term, territory, and exclusivity against the rate card and comparable deals."
  inputs: ["Sync request details", "Rate card", "Comparable license history"]
  outputs: ["Quote with fee breakdown"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "pricing model", "CRM"]
  frequency: ad-hoc
  trigger: "when a music supervisor requests a quote"

- id: deal-pipeline-intake
  title: "Log inbound deals into the pipeline"
  domain: "Sales & BizDev"
  roles: ["Deal & Transaction Coordinator"]
  description: "Extract company, sector, size and terms from inbound teasers and emails and create structured pipeline entries."
  inputs: ["Inbound teaser / email", "Pipeline tracker"]
  outputs: ["New pipeline records", "Key-terms summary"]
  automation: medium
  human_in_loop: spot-check
  tools: ["CRM / pipeline tracker", "Document parser"]
  frequency: daily
  trigger: "When a new teaser arrives"

- id: map-account-whitespace
  title: "Map account whitespace for expansion"
  domain: "Sales & BizDev"
  roles: ["Account Exec", "CSM"]
  description: "Compare what an account already owns against the full catalog and org to surface upsell and cross-sell openings."
  inputs: ["current contracts and products owned", "account org structure", "product catalog"]
  outputs: ["whitespace map", "prioritized expansion opportunities"]
  automation: medium
  human_in_loop: spot-check
  tools: ["CRM", "spreadsheet", "BI tool"]
  frequency: quarterly
  trigger: "map the whitespace in this account and flag upsell opportunities"

- id: match-customer-reference-request
  title: "Match customer references to a prospect"
  domain: "Sales & BizDev"
  roles: ["Account Exec", "CSM"]
  description: "Find existing customers in the same industry or use case and draft the reference-request outreach."
  inputs: ["prospect industry / use case", "reference customer list", "deal stage"]
  outputs: ["shortlist of matching references", "reference-request email draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "knowledge base", "email"]
  frequency: ad-hoc
  trigger: "find a reference customer in fintech for this deal and draft the ask"

- id: reference-customer-matchmaking
  title: "Match prospects to reference customers"
  domain: "Sales & BizDev"
  roles: ["Account Executive", "Sales Operations", "BizDev Manager"]
  description: "Shortlist willing reference customers matching a prospect's industry, size, and use case while respecting reference-fatigue limits, with a rationale per match."
  inputs: ["prospect profile", "reference customer catalog", "reference-use history"]
  outputs: ["ranked reference shortlist", "match rationale"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "knowledge base", "spreadsheet"]
  frequency: ad-hoc
  trigger: "find reference accounts for this prospect"

- id: sf330-form-population
  title: "Populate SF330 personnel and project sections"
  domain: "Sales & BizDev"
  roles: ["Proposal & SOQ Coordinator"]
  description: "Fill federal A/E qualification forms with key-personnel resumes, roles, and example projects pulled from the firm database."
  inputs: ["key personnel list", "resume data", "project records", "SF330 template"]
  outputs: ["drafted SF330 sections"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["form filler", "database query", "document editor"]
  frequency: ad-hoc
  trigger: "Federal pursuit needs the SF330 filled out"

- id: commission-statement-pre-reconciliation
  title: "Pre-reconcile rep commission statement against CRM"
  domain: "Sales & BizDev"
  roles: ["Commissions Analyst", "Sales Operations", "Revenue Operations"]
  description: "Match booked deals and credits in CRM to the draft commission payout file and surface discrepancies before the statement is released."
  inputs: ["CRM closed-won records", "draft commission file", "comp plan rules"]
  outputs: ["discrepancy report", "reconciliation notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "spreadsheet", "ERP"]
  frequency: monthly
  trigger: "reconcile commissions before payout this month"

- id: prepare-donor-briefing-profile
  title: "Prepare donor briefing profile"
  domain: "Sales & BizDev"
  roles: ["Development Officer"]
  description: "Compile a one-page profile on a donor or prospect with giving history, interests, capacity, and talking points before a meeting."
  inputs: ["CRM record", "public bio", "prior interactions"]
  outputs: ["donor briefing one-pager"]
  automation: medium
  human_in_loop: spot-check
  tools: ["CRM", "docs"]
  frequency: ad-hoc
  trigger: "prep a briefing on this donor before my meeting"

- id: reconcile-partner-referrals
  title: "Reconcile partner deal registrations"
  domain: "Sales & BizDev"
  roles: ["Partnerships Operations Manager"]
  description: "Match partner-registered deals in the CRM against payout records and flag discrepancies for review."
  inputs: ["CRM deal registrations", "payout records"]
  outputs: ["reconciliation report", "discrepancy list"]
  automation: medium
  human_in_loop: approve
  tools: ["CRM", "spreadsheet"]
  frequency: monthly
  trigger: "reconcile partner referrals against the payout sheet"

- id: reconcile-quota-territory
  title: "Reconcile quota and territory assignments"
  domain: "Sales & BizDev"
  roles: ["Revenue Operations Analyst"]
  description: "Compare CRM territory and quota records against the planning sheet and list mismatches for correction."
  inputs: ["CRM territory data", "quota plan spreadsheet"]
  outputs: ["mismatch report", "proposed corrections"]
  automation: medium
  human_in_loop: approve
  tools: ["CRM", "spreadsheet"]
  frequency: quarterly
  trigger: "check rep quotas and territories against the plan"

- id: quarterly-pipeline-hygiene-audit
  title: "Run quarterly pipeline hygiene audit"
  domain: "Sales & BizDev"
  roles: ["Sales Operations", "Revenue Operations", "Sales Manager"]
  description: "Scan opportunities for stale close dates, missing fields, duplicates, and stuck stages before QBR, and produce a per-rep cleanup list."
  inputs: ["CRM opportunity export", "data-hygiene rules", "stage definitions"]
  outputs: ["exception list by rep", "audit summary"]
  automation: medium
  human_in_loop: spot-check
  tools: ["CRM", "spreadsheet", "BI tool"]
  frequency: quarterly
  trigger: "audit the pipeline before this quarter's QBR"

- id: schedule-prospect-meetings
  title: "Schedule and confirm prospect meetings"
  domain: "Sales & BizDev"
  roles: ["SDR", "Account Exec"]
  description: "Propose times, send invites, and confirm or reschedule discovery and demo meetings with prospects."
  inputs: ["prospect email thread / availability", "rep calendar", "meeting type"]
  outputs: ["calendar invite", "confirmation email"]
  automation: high
  human_in_loop: review-before-send
  tools: ["calendar", "email", "CRM"]
  frequency: daily
  trigger: "find a time and send a calendar invite for a demo with this prospect"

- id: score-and-qualify-inbound-leads
  title: "Score and qualify inbound leads against ICP"
  domain: "Sales & BizDev"
  roles: ["SDR", "Demand Gen Manager"]
  description: "Evaluate inbound leads against ICP criteria, assign a fit and priority score, and recommend routing or the next action."
  inputs: ["lead form data", "CRM records", "ICP definition"]
  outputs: ["scored and ranked lead list", "routing recommendations"]
  automation: medium
  human_in_loop: spot-check
  tools: ["CRM", "spreadsheet"]
  frequency: daily
  trigger: "score these new inbound leads against our ICP and tell me which to work first"

- id: franchise-lead-territory-screen
  title: "Screen franchise inquiries against territory and financial criteria"
  domain: "Sales & BizDev"
  roles: ["Franchise development coordinator"]
  description: "Triage inbound franchise applications, scoring each against open-territory availability and liquidity/net-worth thresholds."
  inputs: ["inbound franchise inquiry form", "territory availability map", "candidate qualification criteria"]
  outputs: ["scored lead list", "disqualification notes"]
  automation: high
  human_in_loop: review-before-send
  tools: ["form intake tool", "spreadsheet", "email"]
  frequency: daily
  trigger: "When a new franchise inquiry comes in"

- id: partner-deal-registration-conflict-check
  title: "Screen partner deal registration for channel conflict"
  domain: "Sales & BizDev"
  roles: ["Channel Manager", "Partner Manager", "Sales Operations"]
  description: "Match an incoming reseller deal-registration against existing pipeline and direct accounts to flag overlap, then draft an approve/deny reply to the partner."
  inputs: ["partner deal-registration form", "CRM pipeline", "account ownership rules"]
  outputs: ["conflict assessment", "draft partner reply"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "spreadsheet", "email"]
  frequency: daily
  trigger: "check this deal registration for conflict"

- id: rfp-compliance-matrix-shred
  title: "Shred RFP Sections L & M into a compliance matrix"
  domain: "Sales & BizDev"
  roles: ["Capture & Proposal Manager (GovCon)"]
  description: "Parse a solicitation's instructions (Section L) and evaluation criteria (Section M) into a requirement-by-requirement compliance matrix with response owners and page limits."
  inputs: ["RFP/solicitation document", "proposal outline template"]
  outputs: ["compliance/requirements matrix", "response assignment list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document parser", "spreadsheet", "knowledge base"]
  frequency: ad-hoc
  trigger: "shred this RFP into a compliance matrix"

- id: bid-no-bid-opportunity-brief
  title: "Summarize a new solicitation into a bid/no-bid brief"
  domain: "Sales & BizDev"
  roles: ["Capture & Proposal Manager (GovCon)"]
  description: "Distill a posted opportunity into scope, NAICS/set-aside, incumbent, key dates and a preliminary bid/no-bid recommendation scored against capability fit."
  inputs: ["solicitation posting", "company capability profile"]
  outputs: ["bid/no-bid brief", "pursuit scorecard"]
  automation: high
  human_in_loop: approve
  tools: ["web research", "spreadsheet", "CRM"]
  frequency: daily
  trigger: "should we bid on this opportunity?"

- id: summarize-pipeline-and-forecast-narrative
  title: "Summarize pipeline and draft forecast narrative"
  domain: "Sales & BizDev"
  roles: ["Sales Manager", "Account Exec"]
  description: "Analyze pipeline data and produce a deal-by-deal status summary plus a forecast narrative and at-risk list for the weekly review."
  inputs: ["CRM pipeline export", "deal stages and amounts"]
  outputs: ["pipeline summary", "forecast commentary", "at-risk deals list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "BI tool", "spreadsheet"]
  frequency: weekly
  trigger: "summarize my pipeline and flag the at-risk deals for the forecast call"

- id: summarize-sales-call-into-crm-notes
  title: "Summarize sales call into CRM notes and next steps"
  domain: "Sales & BizDev"
  roles: ["Account Exec", "SDR"]
  description: "Turn a call or meeting transcript into a structured summary with objections, decision criteria, action items and next steps ready to log in the CRM."
  inputs: ["call transcript or recording", "CRM deal record"]
  outputs: ["call summary", "action items", "CRM activity note"]
  automation: high
  human_in_loop: spot-check
  tools: ["CRM", "docs"]
  frequency: daily
  trigger: "summarize this call transcript into action items and log it to the CRM"

- id: summarize-win-loss-analysis
  title: "Summarize win/loss analysis from closed deals"
  domain: "Sales & BizDev"
  roles: ["Sales Manager", "Product Marketing Manager"]
  description: "Aggregate closed-won and closed-lost reasons from CRM notes and interviews into themes and actionable recommendations."
  inputs: ["closed deal records", "loss reason codes", "call notes"]
  outputs: ["win/loss summary report", "recommendations"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "docs", "BI tool"]
  frequency: quarterly
  trigger: "analyze why we lost deals last quarter and summarize the themes"

- id: win-loss-reason-synthesis-report
  title: "Synthesize closed-lost reasons into themes"
  domain: "Sales & BizDev"
  roles: ["Sales Operations", "BizDev Manager", "Sales Manager"]
  description: "Aggregate free-text loss reasons and rep notes across closed-lost deals into ranked themes with representative quotes for the quarterly review."
  inputs: ["closed-lost CRM records", "loss-reason notes", "deal stages"]
  outputs: ["win-loss theme report", "quote appendix"]
  automation: high
  human_in_loop: spot-check
  tools: ["CRM", "spreadsheet", "BI tool"]
  frequency: quarterly
  trigger: "summarize why we lost deals this quarter"

- id: past-performance-narrative-tailoring
  title: "Tailor a past-performance write-up to RFP relevancy criteria"
  domain: "Sales & BizDev"
  roles: ["Capture & Proposal Manager (GovCon)"]
  description: "Map a past project's scope, size and outcomes to the solicitation's relevancy factors and draft a citation-ready past performance narrative."
  inputs: ["project fact sheet", "RFP relevancy criteria", "CPARS rating"]
  outputs: ["past performance narrative"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "knowledge base"]
  frequency: ad-hoc
  trigger: "write a past performance writeup for this project"

- id: proposal-project-sheet-tailoring
  title: "Tailor project experience sheets to an RFQ scope"
  domain: "Sales & BizDev"
  roles: ["Proposal & SOQ Coordinator"]
  description: "Pull matching past-project sheets from the library and rewrite blurbs to mirror the solicitation's scope, services, and evaluation criteria."
  inputs: ["RFQ/RFP scope of services", "project experience library", "evaluation criteria"]
  outputs: ["tailored project sheets", "relevance rationale"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "content library", "search"]
  frequency: ad-hoc
  trigger: "A new RFQ just dropped and we need project sheets"

- id: tailor-proposal-boilerplate
  title: "Tailor proposal boilerplate to client"
  domain: "Sales & BizDev"
  roles: ["Proposal Manager"]
  description: "Adapt reusable proposal content and case studies to a specific client's needs and language."
  inputs: ["boilerplate library", "client brief"]
  outputs: ["tailored proposal sections"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "tailor our standard proposal sections to this client brief"

- id: agency-creative-brief-draft
  title: "Agency Creative Brief Draft from Campaign Request"
  domain: "Marketing & Content"
  roles: ["Marketing Manager", "Brand Manager"]
  description: "Turn an internal campaign request into a structured creative brief for an external agency, covering objectives, audience, deliverables, and constraints."
  inputs: ["internal campaign request notes", "brand guidelines", "past briefs"]
  outputs: ["draft creative brief", "open-questions list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "knowledge base", "project management tool"]
  frequency: ad-hoc
  trigger: "draft a creative brief for the agency from this campaign request"

- id: oem-coop-ad-claim-packet
  title: "Assemble OEM co-op advertising claim packet"
  domain: "Marketing & Content"
  roles: ["OEM incentive reconciliation clerk"]
  description: "Match advertising spend and proofs to OEM co-op guidelines and build the reimbursement claim packet."
  inputs: ["Ad spend invoices", "Ad proofs", "Co-op program rules"]
  outputs: ["Co-op claim packet", "Eligibility notes"]
  automation: medium
  human_in_loop: approve
  tools: ["Document parser", "Spreadsheet"]
  frequency: quarterly
  trigger: "when filing a co-op advertising claim"

- id: sponsor-activation-recap-deck
  title: "Assemble sponsor activation recap deck"
  domain: "Marketing & Content"
  roles: ["Sponsorship & activation coordinator"]
  description: "Compile delivered signage, impressions, social mentions and event photos into a post-event sponsor recap."
  inputs: ["Activation delivery checklist", "Impression and attendance figures", "Event photo links"]
  outputs: ["Draft sponsor recap deck"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Presentation tool", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "After a sponsored event or campaign wraps"

- id: competitive-content-teardown
  title: "Audit competitor content and messaging"
  domain: "Marketing & Content"
  roles: ["Content Marketer", "Product Marketing Manager"]
  description: "Analyze competitor pages and messaging, then summarize content gaps and positioning opportunities."
  inputs: ["competitor URLs", "our positioning", "target topics"]
  outputs: ["teardown summary", "content gap list", "messaging comparison table"]
  automation: medium
  human_in_loop: spot-check
  tools: ["web", "docs", "spreadsheet"]
  frequency: quarterly
  trigger: "compare our messaging to these three competitors' homepages"

- id: audit-content-inventory-gaps
  title: "Audit content inventory for gaps and stale pages"
  domain: "Marketing & Content"
  roles: ["Content Operations Manager"]
  description: "Scan a content inventory to flag outdated, duplicated, or missing pieces against the content map."
  inputs: ["content inventory export", "content map or taxonomy", "last-updated dates"]
  outputs: ["gap and staleness report", "prioritized refresh list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "knowledge base", "docs"]
  frequency: quarterly
  trigger: "audit this content inventory and tell me what's stale or missing"

- id: seo-keyword-cluster-brief
  title: "Build SEO content brief from keyword research"
  domain: "Marketing & Content"
  roles: ["SEO Specialist", "Content Marketer"]
  description: "Cluster target keywords, infer SERP intent, and produce an outline brief with headings, questions to cover, and internal links."
  inputs: ["seed keyword or topic", "keyword research export", "competitor URLs"]
  outputs: ["content brief doc", "keyword cluster", "suggested title and meta"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet", "web"]
  frequency: weekly
  trigger: "build a content brief for the keyword 'remote onboarding software'"

- id: build-utm-campaign-tracking-links
  title: "Build UTM campaign tracking links"
  domain: "Marketing & Content"
  roles: ["Demand Gen Manager", "Marketing Manager"]
  description: "Generate consistent UTM-tagged URLs and a naming convention for a campaign across channels. Outputs a tidy tracking sheet ready to share."
  inputs: ["destination URLs", "campaign name", "channel/medium list", "naming convention"]
  outputs: ["UTM-tagged links", "campaign tracking spreadsheet"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "docs"]
  frequency: weekly
  trigger: "build UTM links for our spring webinar campaign across email, LinkedIn, and paid"

- id: transcript-term-check
  title: "Check transcripts against spelling and term lists"
  domain: "Marketing & Content"
  roles: ["Captioning and transcription QA specialist"]
  description: "Compare a transcript to the approved spelling list and glossary, flagging proper-noun and terminology errors."
  inputs: ["Transcript", "Spelling list", "Glossary"]
  outputs: ["Flagged-terms list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Text-comparison tool", "Glossary database"]
  frequency: weekly
  trigger: "After a transcript is produced"

- id: clean-up-caption-file
  title: "Clean up and format auto-generated caption file"
  domain: "Marketing & Content"
  roles: ["Localization & Subtitling Specialist", "Production Coordinator"]
  description: "Correct punctuation, speaker labels, line lengths and reading speed in an auto-generated transcript/caption file."
  inputs: ["Raw transcript or caption file", "Style/caption guidelines", "Speaker names"]
  outputs: ["Cleaned caption file", "List of unclear segments needing review"]
  automation: high
  human_in_loop: spot-check
  tools: ["knowledge base", "spreadsheet"]
  frequency: weekly
  trigger: "Clean up the captions for this video transcript"

- id: copyedit-proofread-draft-article
  title: "Copyedit and proofread draft article"
  domain: "Marketing & Content"
  roles: ["Editorial Assistant"]
  description: "Fix grammar, spelling, clarity, and consistency in a draft and produce a clean tracked-change version."
  inputs: ["draft article", "style notes"]
  outputs: ["edited draft", "list of changes/queries"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs"]
  frequency: daily
  trigger: "copyedit and proofread this draft"

- id: local-creative-distribution
  title: "Distribute approved local marketing templates to franchisees"
  domain: "Marketing & Content"
  roles: ["Ad-fund / co-op marketing coordinator"]
  description: "Package the current approved campaign creative and localization templates and send to each unit operator."
  inputs: ["approved creative assets", "campaign brief", "franchisee contact list"]
  outputs: ["distributed creative kit", "distribution log"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["asset library", "email", "document editor"]
  frequency: monthly
  trigger: "When a new local campaign launches"

- id: a11y-alt-text-drafts
  title: "Draft alt text for an image library"
  domain: "Marketing & Content"
  roles: ["Digital Accessibility Specialist"]
  description: "Generate alt-text drafts for images and flag decorative or complex images needing manual description."
  inputs: ["Image library", "Content context"]
  outputs: ["Alt-text drafts", "Manual-review list"]
  automation: high
  human_in_loop: spot-check
  tools: ["Content management system", "Image catalog"]
  frequency: weekly
  trigger: "when new images are added to the CMS"

- id: alt-text-drafting
  title: "Draft alt text for an image set"
  domain: "Marketing & Content"
  roles: ["Accessibility content reviewer (WCAG/ADA)"]
  description: "Generate concise alt-text drafts from surrounding context and captions, flagging decorative vs informative images."
  inputs: ["Image set", "Captions and surrounding copy"]
  outputs: ["Alt-text drafts", "Decorative-image flags"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Image viewer", "Document editor"]
  frequency: weekly
  trigger: "When new images are added to content"

- id: buyer-persona-draft
  title: "Draft buyer persona and ICP profile"
  domain: "Marketing & Content"
  roles: ["Product Marketing Manager", "Marketing Manager"]
  description: "Synthesize research and customer data into a persona with goals, pains, objections, and messaging hooks."
  inputs: ["customer interview notes", "survey data", "segment data"]
  outputs: ["persona profile doc", "messaging angles", "objection list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet", "CRM"]
  frequency: quarterly
  trigger: "build a buyer persona from these customer interview notes"

- id: campaign-performance-commentary
  title: "Draft campaign performance commentary against KPI targets"
  domain: "Marketing & Content"
  roles: ["Campaign performance reporter"]
  description: "Compare results to KPI targets and write plain-language insight commentary and optimization recommendations."
  inputs: ["Unified performance report", "KPI/target sheet"]
  outputs: ["Insight commentary section", "Recommendation list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "BI dashboard"]
  frequency: weekly
  trigger: "after the weekly metrics are consolidated"

- id: draft-channel-media-plan
  title: "Draft channel-mix media plan from brief and budget"
  domain: "Marketing & Content"
  roles: ["Media Planner"]
  description: "Turn a campaign brief, audience and budget into a first-draft channel allocation with rationale per channel."
  inputs: ["Campaign brief", "Total budget", "Target audience and KPIs", "Historical channel performance"]
  outputs: ["Draft media plan with channel split and rationale", "Estimated reach/impression assumptions"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "knowledge base", "BI tool"]
  frequency: monthly
  trigger: "Draft a media plan for this campaign brief and $X budget"

- id: case-study-from-interview
  title: "Draft customer case study from interview"
  domain: "Marketing & Content"
  roles: ["Content Marketer", "Product Marketing Manager", "Customer Marketing Manager"]
  description: "Turn a customer interview transcript into a structured case study with challenge, solution, results, and quotes."
  inputs: ["interview transcript", "customer metrics", "product details"]
  outputs: ["case study draft", "pull quotes", "results stats and headline"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "transcription tool"]
  frequency: ad-hoc
  trigger: "write a case study from this customer interview transcript"

- id: draft-daily-market-commentary
  title: "Draft daily grain market commentary note"
  domain: "Marketing & Content"
  roles: ["Grain merchandiser back-office clerk"]
  description: "Summarize overnight futures moves, weather, and report highlights into a short market note for producers."
  inputs: ["market data", "weather updates", "crop report highlights"]
  outputs: ["draft market commentary"]
  automation: low
  human_in_loop: review-before-send
  tools: ["market data feed", "document editor"]
  frequency: daily
  trigger: "Before the morning grower email"

- id: draft-email-nurture-sequence
  title: "Draft email nurture sequence"
  domain: "Marketing & Content"
  roles: ["Demand Gen Manager", "Content Marketer"]
  description: "Write a multi-step drip/nurture email sequence for a segment, with goal and send timing for each email."
  inputs: ["audience segment", "offer/goal", "value props", "desired cadence"]
  outputs: ["sequence of email drafts", "send timing plan"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["email", "docs"]
  frequency: ad-hoc
  trigger: "draft a 5-email nurture sequence for trial signups who didn't activate"

- id: draft-localized-marketing-copy
  title: "Draft first-pass transcreation of marketing copy"
  domain: "Marketing & Content"
  roles: ["Localization & Subtitling Specialist"]
  description: "Produce a first-draft localized/transcreated version of source copy for a target locale, keeping tone and CTAs."
  inputs: ["Source copy", "Target locale and style guide", "Glossary of approved terms"]
  outputs: ["Draft localized copy", "Notes on idioms or culturally sensitive phrasing"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "spreadsheet"]
  frequency: weekly
  trigger: "Transcreate this campaign copy for the German market"

- id: draft-image-captions-credits
  title: "Draft image captions and credit lines to house style"
  domain: "Marketing & Content"
  roles: ["Photo Editor / Researcher"]
  description: "Write captions and properly formatted photo credit lines for selected images per the house style guide."
  inputs: ["Selected images and source info", "Style guide", "Photographer/rights credits"]
  outputs: ["Draft captions", "Formatted credit lines"]
  automation: high
  human_in_loop: spot-check
  tools: ["knowledge base", "spreadsheet"]
  frequency: weekly
  trigger: "Write captions and credits for these photos"

- id: draft-landing-page-copy
  title: "Draft landing page copy"
  domain: "Marketing & Content"
  roles: ["Content Marketer", "Product Marketing Manager"]
  description: "Write conversion-focused landing page copy: hero, benefits, social proof, FAQ, and CTA, with headline variants."
  inputs: ["offer details", "target audience", "key benefits", "proof points"]
  outputs: ["landing page copy draft", "headline and CTA variants"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "CMS"]
  frequency: ad-hoc
  trigger: "write landing page copy for our new onboarding course"

- id: draft-localization-brief-glossary
  title: "Draft localization brief and glossary"
  domain: "Marketing & Content"
  roles: ["Localization Coordinator"]
  description: "Build a localization kickoff brief plus a key-term glossary and do-not-translate list from the source content."
  inputs: ["source content", "target locales", "brand term list"]
  outputs: ["localization brief", "glossary and DNT list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet"]
  frequency: ad-hoc
  trigger: "draft a localization brief and glossary for these markets"

- id: draft-lookbook-layout-sequence
  title: "Draft lookbook layout by sequencing product photography"
  domain: "Marketing & Content"
  roles: ["Line-Sheet & Lookbook Producer"]
  description: "Order product photography into a color-story and category sequence with draft captions for a lookbook layout pass."
  inputs: ["Approved product photography", "Color-story and category plan", "Style metadata"]
  outputs: ["Sequenced lookbook layout draft", "Draft image captions"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["layout tool", "image library"]
  frequency: quarterly
  trigger: "when product shoot images are approved"

- id: draft-loyalty-program-comms
  title: "Draft loyalty program communications"
  domain: "Marketing & Content"
  roles: ["Retention Specialist"]
  description: "Write announcement and tier-update messages for the customer loyalty or rewards program."
  inputs: ["program details", "member segment"]
  outputs: ["loyalty comms drafts"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "CRM"]
  frequency: monthly
  trigger: "write the loyalty tier upgrade announcement email"

- id: draft-media-pitch-and-journalist-list
  title: "Draft media pitch and journalist list"
  domain: "Marketing & Content"
  roles: ["PR Specialist", "Comms Manager"]
  description: "Write a tailored media pitch and compile a targeted list of relevant journalists and outlets to contact."
  inputs: ["story angle", "target beats/outlets", "spokesperson details"]
  outputs: ["media pitch email", "journalist/outlet target list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["email", "spreadsheet", "docs"]
  frequency: ad-hoc
  trigger: "draft a media pitch and target list for our funding announcement"

- id: draft-media-plan-from-goals
  title: "Draft media plan from campaign goals"
  domain: "Marketing & Content"
  roles: ["Media Planner"]
  description: "Translate campaign objectives and budget into a channel-level media plan with flighting, budget splits, and KPIs."
  inputs: ["campaign goals and budget", "target audience", "channel options"]
  outputs: ["media plan flowchart", "budget allocation table"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "docs"]
  frequency: monthly
  trigger: "draft a media plan for this campaign budget and goals"

- id: draft-mls-listing-description
  title: "Draft MLS Listing Description from Property Specs"
  domain: "Marketing & Content"
  roles: ["Listing Coordinator"]
  description: "Turn raw property specs and agent notes into a fair-housing-compliant MLS narrative plus portal-ready highlight bullets."
  inputs: ["property spec sheet", "agent notes", "fair-housing guidelines"]
  outputs: ["MLS listing description", "feature highlight bullets"]
  automation: high
  human_in_loop: review-before-send
  tools: ["CMS", "knowledge base"]
  frequency: daily
  trigger: "Write the MLS description for this new listing"

- id: content-calendar-plan
  title: "Draft monthly content calendar"
  domain: "Marketing & Content"
  roles: ["Content Marketer", "Marketing Manager"]
  description: "Propose a themed editorial calendar mapping topics to channels, dates, owners, and campaign goals."
  inputs: ["campaign goals", "past content list", "key dates and launches"]
  outputs: ["calendar spreadsheet with topics, channels, dates", "campaign theme notes"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "calendar", "docs"]
  frequency: monthly
  trigger: "plan next month's content calendar around our spring launch"

- id: draft-lay-summary
  title: "Draft plain-language summary of trial results"
  domain: "Marketing & Content"
  roles: ["Medical Writer (Medical Affairs)"]
  description: "Convert a clinical study report into a plain-language lay summary at the required reading level for participants and the public."
  inputs: ["clinical study report / results", "lay summary template"]
  outputs: ["plain-language trial results summary"]
  automation: medium
  human_in_loop: sign-off
  tools: ["CMS", "knowledge base"]
  frequency: ad-hoc
  trigger: "Turn this clinical study report into a lay summary"

- id: launch-press-release
  title: "Draft product launch press release"
  domain: "Marketing & Content"
  roles: ["PR Specialist", "Product Marketing Manager"]
  description: "Write a press release with headline, boilerplate, quotes, and key facts from a launch brief."
  inputs: ["launch brief", "product details", "exec quotes", "company boilerplate"]
  outputs: ["press release draft", "headline options", "media pitch note"]
  automation: medium
  human_in_loop: approve
  tools: ["docs", "email"]
  frequency: ad-hoc
  trigger: "draft a press release for our new analytics feature launch"

- id: draft-public-notice-social-posts
  title: "Draft public notice social posts"
  domain: "Marketing & Content"
  roles: ["Public Information Officer"]
  description: "Convert official notices like closures, deadlines, and alerts into clear posts for each channel."
  inputs: ["official notice", "channel guidelines"]
  outputs: ["draft social posts"]
  automation: high
  human_in_loop: review-before-send
  tools: ["social media scheduler", "content calendar"]
  frequency: daily
  trigger: "make social posts for the water main closure notice"

- id: draft-lifecycle-campaign-copy
  title: "Draft renewal and upsell campaign copy"
  domain: "Marketing & Content"
  roles: ["Customer Marketing Manager"]
  description: "Write segmented email copy for renewal, expansion, and adoption campaigns tailored to each customer cohort."
  inputs: ["customer segments", "campaign brief"]
  outputs: ["email copy variants", "subject lines"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["email", "CRM"]
  frequency: monthly
  trigger: "write the renewal campaign emails for each segment"

- id: draft-subscriber-winback-campaign
  title: "Draft renewal and win-back email sequences"
  domain: "Marketing & Content"
  roles: ["Subscriptions & Circulation Analyst"]
  description: "Segment lapsing and expiring subscribers and draft tailored renewal and win-back messages."
  inputs: ["subscriber segments", "offer details", "brand voice guide"]
  outputs: ["email sequence drafts", "segment list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "email", "spreadsheet"]
  frequency: monthly
  trigger: "draft a win-back sequence for subscribers who lapsed"

- id: store-rotation-schedule
  title: "Draft the in-game store featured-slot rotation"
  domain: "Marketing & Content"
  roles: ["Monetization & store-ops analyst"]
  description: "Map upcoming bundles and cosmetics to store featured slots across the calendar, respecting cooldowns, theme tie-ins, and no-overlap rules."
  inputs: ["Item/bundle catalog", "Store calendar", "Rotation rules"]
  outputs: ["Store rotation schedule", "Slot assignment sheet"]
  automation: medium
  human_in_loop: approve
  tools: ["Spreadsheet", "Calendar", "Catalog export"]
  frequency: weekly
  trigger: "The store calendar needs its next refresh"

- id: draft-wall-label-text
  title: "Draft wall labels and didactic text from curatorial notes"
  domain: "Marketing & Content"
  roles: ["Exhibitions coordinator"]
  description: "Convert curatorial notes into visitor-friendly object labels and gallery panels at a set reading level."
  inputs: ["Curatorial notes", "Object records", "House style guide"]
  outputs: ["Draft labels", "Gallery panel text"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Document editor"]
  frequency: ad-hoc
  trigger: "When label copy is due for an upcoming show"

- id: draft-community-digest
  title: "Draft weekly community digest"
  domain: "Marketing & Content"
  roles: ["Community Manager"]
  description: "Pull highlights, top posts, and upcoming events into a ready-to-send community newsletter."
  inputs: ["forum/chat activity export", "event calendar", "product update notes"]
  outputs: ["draft community newsletter"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["email", "knowledge base", "docs"]
  frequency: weekly
  trigger: "draft this week's community newsletter from the top forum threads"

- id: format-article-to-house-style
  title: "Format article to house style guide"
  domain: "Marketing & Content"
  roles: ["Editorial Assistant"]
  description: "Apply the publication's style guide to headings, capitalization, citations, and formatting in a draft."
  inputs: ["draft article", "house style guide"]
  outputs: ["style-compliant draft", "style deviation notes"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs", "knowledge base"]
  frequency: daily
  trigger: "format this article to our style guide"

- id: ad-copy-variants
  title: "Generate ad copy variants for testing"
  domain: "Marketing & Content"
  roles: ["Demand Gen Manager", "Content Marketer"]
  description: "Produce multiple headline, body, and CTA variants for paid search or social ads within character limits."
  inputs: ["product or offer", "target audience", "platform specs and character limits"]
  outputs: ["ad variant set by platform", "headline matrix"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "docs"]
  frequency: weekly
  trigger: "write 10 Google Ads headline variants for our pricing page"

- id: generate-image-alt-text-metadata
  title: "Generate alt-text and metadata tags for image batches"
  domain: "Marketing & Content"
  roles: ["Photo Editor / Researcher", "Asset/DAM Librarian"]
  description: "Produce descriptive alt-text, keywords and category tags for a batch of images to load into the DAM."
  inputs: ["Image batch", "Tagging taxonomy", "Alt-text guidelines"]
  outputs: ["Alt-text per image", "Keyword and category metadata"]
  automation: high
  human_in_loop: spot-check
  tools: ["DAM", "spreadsheet", "knowledge base"]
  frequency: weekly
  trigger: "Generate alt-text and tags for this image folder"

- id: generate-editorial-calendar-from-brief
  title: "Generate editorial calendar from campaign brief"
  domain: "Marketing & Content"
  roles: ["Content Operations Manager", "Editorial Assistant"]
  description: "Convert a campaign brief into a dated editorial calendar with topics, formats, owners, and publish dates."
  inputs: ["campaign brief", "channel and cadence targets", "team capacity"]
  outputs: ["editorial calendar", "topic and format list"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "calendar", "docs"]
  frequency: monthly
  trigger: "turn this campaign brief into a publishing calendar"

- id: generate-seasonal-line-sheets
  title: "Generate seasonal line sheets from product data"
  domain: "Marketing & Content"
  roles: ["Line-Sheet & Lookbook Producer"]
  description: "Assemble line sheets with style number, name, colorway, sizing, delivery window, and wholesale/retail price from product records."
  inputs: ["Product data export", "Price list", "Delivery calendar", "Product images"]
  outputs: ["Formatted line-sheet document", "Missing-image or missing-price flag list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document generator", "spreadsheet"]
  frequency: quarterly
  trigger: "when the season's assortment is finalized"

- id: identify-lapsed-members
  title: "Identify lapsed members for re-engagement"
  domain: "Marketing & Content"
  roles: ["Membership & development officer"]
  description: "Flag members whose renewals have expired and build a re-engagement contact list with last-activity notes."
  inputs: ["Membership records", "Renewal dates"]
  outputs: ["Lapsed-member contact list"]
  automation: high
  human_in_loop: spot-check
  tools: ["CRM", "Spreadsheet"]
  frequency: monthly
  trigger: "At month-end on expired memberships"

- id: influencer-disclosure-sweep
  title: "Influencer disclosure compliance sweep"
  domain: "Marketing & Content"
  roles: ["Influencer Marketing Manager", "Brand Compliance Specialist"]
  description: "Check creator and partner posts for required sponsorship disclosures and brand-safety rules, flagging non-compliant items for follow-up."
  inputs: ["list of influencer posts/captions", "disclosure policy"]
  outputs: ["compliance flags", "follow-up list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "social media management tool", "knowledge base"]
  frequency: monthly
  trigger: "audit this month's influencer posts for proper #ad disclosure"

- id: localization-handoff-qa
  title: "Localization handoff QA check"
  domain: "Marketing & Content"
  roles: ["Localization Coordinator", "Content Operations Specialist"]
  description: "Compare source and translated marketing copy for untranslated strings, placeholder/variable mismatches, and length overflow before regional handoff."
  inputs: ["source copy", "translated copy file", "glossary"]
  outputs: ["QA issue list", "pass/fail summary per locale"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "translation management tool", "knowledge base"]
  frequency: ad-hoc
  trigger: "QA these translated landing pages before they go to the regional teams"

- id: asset-license-expiration-tracker
  title: "Marketing asset license expiration tracker"
  domain: "Marketing & Content"
  roles: ["Brand Asset Manager", "Marketing Operations Specialist"]
  description: "Scan asset-library license metadata to flag stock images, fonts, or music nearing expiration and draft renewal or takedown notices."
  inputs: ["asset inventory with license terms/dates", "usage locations"]
  outputs: ["expiring-asset list", "draft renewal/removal notices"]
  automation: high
  human_in_loop: approve
  tools: ["spreadsheet", "digital asset management tool", "email"]
  frequency: monthly
  trigger: "which of our licensed assets are about to expire"

- id: marketplace-listing-optimize
  title: "Optimize marketplace listing titles and bullets"
  domain: "Marketing & Content"
  roles: ["Marketplace Listing Manager"]
  description: "Rewrite titles, bullets and descriptions to a marketplace style guide and keyword brief, within character limits."
  inputs: ["current listing content", "marketplace style guide", "keyword list"]
  outputs: ["optimized titles and bullets", "backend keyword set"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "CMS", "knowledge base"]
  frequency: weekly
  trigger: "rewrite these 25 marketplace listings to the style guide and keywords"

- id: on-page-seo-optimize
  title: "Optimize page meta tags and on-page SEO"
  domain: "Marketing & Content"
  roles: ["SEO Specialist"]
  description: "Generate meta titles, descriptions, header structure, and alt text for pages against a target keyword."
  inputs: ["page URL or content", "target keyword", "character limits"]
  outputs: ["meta title and description", "H-tag outline", "alt text and schema suggestions"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs", "spreadsheet", "web"]
  frequency: weekly
  trigger: "write meta titles and descriptions for these 8 product pages"

- id: outline-gated-lead-magnet
  title: "Outline gated lead magnet"
  domain: "Marketing & Content"
  roles: ["Content Marketer", "Demand Gen Manager"]
  description: "Draft the outline and section content for an ebook, whitepaper, or guide used as a gated download."
  inputs: ["topic", "target persona", "key takeaways", "source material"]
  outputs: ["lead magnet outline", "section drafts"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs"]
  frequency: monthly
  trigger: "outline a whitepaper on AI cost optimization for our gated download"

- id: new-member-welcome-packet-2
  title: "Personalize new-member welcome packets"
  domain: "Marketing & Content"
  roles: ["Membership engagement coordinator"]
  description: "Assemble a welcome sequence and onboarding packet tailored to the member's interests and committees."
  inputs: ["new member profile", "interest selections", "onboarding templates"]
  outputs: ["welcome email sequence", "personalized packet"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "email tool"]
  frequency: weekly
  trigger: "A new member joins"

- id: email-suppression-consent-check
  title: "Pre-Send Suppression and Consent Reconciliation"
  domain: "Marketing & Content"
  roles: ["Email Marketing Manager", "Marketing Operations Specialist"]
  description: "Cross-check a campaign send list against suppression, unsubscribe, and consent records, flagging or removing non-compliant recipients before send."
  inputs: ["campaign send list", "suppression/unsubscribe list", "consent records"]
  outputs: ["cleaned send list", "exceptions report"]
  automation: high
  human_in_loop: approve
  tools: ["spreadsheet", "email marketing platform", "CRM"]
  frequency: weekly
  trigger: "scrub this send list against our suppression and consent records"

- id: brand-voice-edit
  title: "Proofread and align copy to brand voice"
  domain: "Marketing & Content"
  roles: ["Brand Manager", "Content Marketer"]
  description: "Edit drafts for grammar, clarity, and brand voice consistency, flagging off-tone passages against the style guide."
  inputs: ["draft copy", "brand voice and style guide"]
  outputs: ["edited copy", "tracked changes", "tone notes"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs"]
  frequency: daily
  trigger: "edit this landing page copy to match our brand voice guide"

- id: propose-content-taxonomy
  title: "Propose a content taxonomy"
  domain: "Marketing & Content"
  roles: ["Taxonomy Manager", "Knowledge Base Manager"]
  description: "Analyze a content set and propose a category/tag taxonomy with definitions and a mapping of existing items into it."
  inputs: ["content list with titles", "existing tags", "audience needs"]
  outputs: ["proposed taxonomy", "item-to-category mapping"]
  automation: medium
  human_in_loop: approve
  tools: ["knowledge base", "spreadsheet", "docs"]
  frequency: quarterly
  trigger: "propose a tag taxonomy for our help center and map articles into it"

- id: content-freshness-audit
  title: "Published Content Freshness and Decay Audit"
  domain: "Marketing & Content"
  roles: ["Content Manager", "SEO Specialist"]
  description: "Review published articles for stale dates, expired offers, outdated stats, and broken links, producing a prioritized refresh backlog."
  inputs: ["content inventory with URLs", "last-updated dates"]
  outputs: ["refresh backlog with flagged issues", "priority ranking"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "CMS", "web analytics"]
  frequency: quarterly
  trigger: "find which blog posts are going stale and need a refresh"

- id: qa-translated-copy-completeness
  title: "QA translated copy against source"
  domain: "Marketing & Content"
  roles: ["Localization Coordinator"]
  description: "Compare translated copy to the source for missing segments, untranslated strings, placeholder errors, and glossary adherence."
  inputs: ["source text", "translated text", "glossary"]
  outputs: ["QA issue list", "completeness check"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet"]
  frequency: weekly
  trigger: "check this translation against the source for gaps and term errors"

- id: repurpose-blog-to-social
  title: "Repurpose blog post into social posts"
  domain: "Marketing & Content"
  roles: ["Social Media Manager", "Content Marketer"]
  description: "Turn a long-form article into a batch of platform-tailored posts with hooks, captions, and hashtags."
  inputs: ["blog post text or URL", "target platforms", "brand voice guide"]
  outputs: ["social posts per platform", "suggested visuals and captions"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs", "social scheduler"]
  frequency: weekly
  trigger: "turn this blog post into 5 LinkedIn posts and 3 tweets"

- id: segment-advocacy-candidates
  title: "Segment customers for advocacy program"
  domain: "Marketing & Content"
  roles: ["Customer Marketing Manager"]
  description: "Filter the customer base by health, tenure, and usage criteria to build a reference and advocacy candidate list."
  inputs: ["CRM customer data", "advocacy criteria"]
  outputs: ["candidate segments", "outreach list"]
  automation: high
  human_in_loop: spot-check
  tools: ["CRM", "spreadsheet"]
  frequency: monthly
  trigger: "find good candidates for the customer reference program"

- id: draft-donor-appeal-campaign
  title: "Segment donors and draft fundraising appeal"
  domain: "Marketing & Content"
  roles: ["Development Officer"]
  description: "Segment the donor base and draft tailored appeal copy for each segment for a campaign."
  inputs: ["donor database export", "campaign goal", "giving history"]
  outputs: ["donor segments", "appeal email and letter drafts"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "email", "spreadsheet"]
  frequency: quarterly
  trigger: "segment our donors and draft appeal emails for the year-end campaign"

- id: segment-patrons-for-renewal
  title: "Segment patrons for a membership renewal campaign"
  domain: "Marketing & Content"
  roles: ["Box-office & patron services analyst", "Membership & development officer"]
  description: "Group members by tenure, attendance, and lapse risk to target renewal messaging."
  inputs: ["Membership records", "Visit history"]
  outputs: ["Segmented patron lists"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "Spreadsheet"]
  frequency: quarterly
  trigger: "Ahead of a renewal mailing"

- id: player-segment-offer-lists
  title: "Segment players and draft targeted reinvestment lists"
  domain: "Marketing & Content"
  roles: ["Player reinvestment & loyalty analyst"]
  description: "Group patrons by worth and recency and build targeted offer mailing lists for each segment."
  inputs: ["Player worth data", "Visitation history"]
  outputs: ["Segment definitions", "Targeted mailing lists"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["BI tool", "spreadsheet"]
  frequency: monthly
  trigger: "A reinvestment campaign is planned"

- id: standardize-content-metadata-tagging
  title: "Standardize content metadata and tags"
  domain: "Marketing & Content"
  roles: ["Content Operations Manager"]
  description: "Normalize titles, tags, categories, and metadata across a content set to match the taxonomy."
  inputs: ["content export with metadata", "taxonomy/tagging rules"]
  outputs: ["cleaned metadata sheet", "list of tagging fixes"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "knowledge base"]
  frequency: monthly
  trigger: "clean up the tags and metadata on these content entries"

- id: standardize-doc-formatting
  title: "Standardize docs to the style guide"
  domain: "Marketing & Content"
  roles: ["Documentation Specialist"]
  description: "Apply the house style guide across existing documents: headings, terminology, capitalization, tone, and structure. Flag inconsistencies."
  inputs: ["existing documents", "style guide"]
  outputs: ["reformatted documents", "list of style violations fixed"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs", "knowledge base"]
  frequency: weekly
  trigger: "reformat these articles to follow our style guide and list what you changed"

- id: campaign-performance-summary
  title: "Summarize campaign performance into a report"
  domain: "Marketing & Content"
  roles: ["Demand Gen Manager", "Marketing Manager"]
  description: "Turn raw campaign metrics into a narrative report with insights, wins, and recommended next steps."
  inputs: ["metrics export (CTR, CPL, conversions)", "campaign goals", "prior benchmarks"]
  outputs: ["performance summary", "commentary on charts", "recommendations"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "BI tool", "docs"]
  frequency: monthly
  trigger: "summarize last month's LinkedIn campaign performance"

- id: summarize-social-listening-sentiment
  title: "Summarize social listening into sentiment brief"
  domain: "Marketing & Content"
  roles: ["Social Media Manager", "Brand Manager"]
  description: "Aggregate brand mentions and comments into a sentiment summary with themes and recommended responses."
  inputs: ["exported mentions/comments", "date range", "brand keywords"]
  outputs: ["sentiment summary", "themes and response recommendations"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "BI tool", "docs"]
  frequency: weekly
  trigger: "summarize this week's brand mentions into sentiment themes"

- id: sustainability-report-narrative
  title: "Sustainability report narrative drafting"
  domain: "Marketing & Content"
  roles: ["ESG / Sustainability Reporting Analyst"]
  description: "Draft narrative sections of the annual sustainability report from KPI tables and prior-year text."
  inputs: ["KPI data tables", "prior-year report", "style guide"]
  outputs: ["draft report sections"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CMS", "spreadsheet"]
  frequency: quarterly
  trigger: "Draft the emissions section of the sustainability report"

- id: utm-tagging-audit
  title: "UTM tagging audit before campaign launch"
  domain: "Marketing & Content"
  roles: ["Marketing Operations Manager", "Digital Marketing Specialist"]
  description: "Scan a batch of campaign URLs against the naming/UTM convention and flag missing, malformed, or inconsistent tags before launch."
  inputs: ["list of campaign URLs", "UTM naming convention doc"]
  outputs: ["flagged-issues report", "corrected URL list"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "link management tool", "marketing analytics"]
  frequency: weekly
  trigger: "check our new campaign links are tagged correctly"

- id: verify-manuscript-citations
  title: "Verify manuscript citations against sources"
  domain: "Marketing & Content"
  roles: ["Medical Writer (Medical Affairs)"]
  description: "Check that each in-text claim matches its cited source and that reference formatting is consistent; flag mismatches."
  inputs: ["draft manuscript", "source PDFs/references"]
  outputs: ["citation verification report", "flagged mismatches"]
  automation: high
  human_in_loop: spot-check
  tools: ["document management system", "knowledge base"]
  frequency: ad-hoc
  trigger: "Check every citation in this manuscript matches its source"

- id: email-newsletter-draft
  title: "Write email newsletter draft"
  domain: "Marketing & Content"
  roles: ["Content Marketer", "Marketing Manager"]
  description: "Draft a newsletter from recent content, product updates, and a CTA, matched to brand voice and segment."
  inputs: ["content links", "product updates", "audience segment", "voice guide"]
  outputs: ["subject lines", "preview text", "full email body"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "docs"]
  frequency: weekly
  trigger: "draft this week's newsletter from these three blog posts"

- id: write-event-invite-sequence
  title: "Write event invite and reminder sequence"
  domain: "Marketing & Content"
  roles: ["Events Coordinator"]
  description: "Draft the invitation plus reminder and follow-up emails for an event."
  inputs: ["event details", "audience segment"]
  outputs: ["email sequence drafts"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "calendar"]
  frequency: ad-hoc
  trigger: "draft the invite and reminder emails for next month's webinar"

- id: write-collection-landing-copy
  title: "Write seasonal collection landing-page copy and banners"
  domain: "Marketing & Content"
  roles: ["Online Merchandiser"]
  description: "Draft category hero copy, banner microcopy and SEO intro paragraphs for a seasonal collection page."
  inputs: ["collection theme/brief", "featured SKUs", "brand voice guide"]
  outputs: ["landing-page copy block", "banner headline variants"]
  automation: high
  human_in_loop: review-before-send
  tools: ["CMS", "knowledge base"]
  frequency: monthly
  trigger: "write the summer sale collection page copy and banner lines"

- id: year-end-appeal-segment-copy
  title: "Year-end appeal segment copy drafting"
  domain: "Marketing & Content"
  roles: ["Annual Giving Officer"]
  description: "Draft segment-tailored appeal copy (first-time, lapsed, mid-level) for the year-end campaign."
  inputs: ["donor segments", "campaign theme", "prior appeals"]
  outputs: ["draft appeal copy per segment"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "email", "CMS"]
  frequency: quarterly
  trigger: "Write year-end appeal copy for each donor segment"

- id: analyze-survey-verbatims
  title: "Analyze CSAT/NPS verbatims into themes"
  domain: "Customer Success & Support"
  roles: ["Support Manager", "CSM"]
  description: "Cluster open-text survey responses into recurring themes with sentiment, frequency, and representative quotes plus recommended actions."
  inputs: ["survey export", "score data"]
  outputs: ["theme summary", "sentiment breakdown", "example quotes", "recommendations"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "BI tool"]
  frequency: monthly
  trigger: "analyze these NPS comments and group them into themes"

- id: build-account-health-summary
  title: "Build account health summary and flag risk"
  domain: "Customer Success & Support"
  roles: ["CSM"]
  description: "Synthesize usage, support, and sentiment signals into a health narrative with a risk level and recommended save actions."
  inputs: ["usage data", "ticket history", "NPS/CSAT", "renewal date"]
  outputs: ["health summary", "risk level", "recommended next actions"]
  automation: medium
  human_in_loop: spot-check
  tools: ["CRM", "BI tool", "ticketing"]
  frequency: weekly
  trigger: "summarize this account's health and flag churn risks"

- id: build-canned-response-macros
  title: "Build canned response macro library"
  domain: "Customer Success & Support"
  roles: ["Support Manager", "Support Agent"]
  description: "Turn recurring ticket patterns into a reusable set of macros and templates, with suggested categories and tags."
  inputs: ["Sample of recurring tickets", "Ticket tags and categories", "Existing macros (if any)"]
  outputs: ["Set of canned response macros", "Suggested macro categories"]
  automation: high
  human_in_loop: approve
  tools: ["ticketing", "knowledge base", "spreadsheet"]
  frequency: monthly
  trigger: "turn our most common tickets into reusable canned-response macros"

- id: build-faq-from-tickets
  title: "Build FAQ from recurring questions"
  domain: "Customer Success & Support"
  roles: ["Knowledge Base Manager", "Support Manager"]
  description: "Cluster recurring support questions into themes and draft a concise FAQ with clear answers."
  inputs: ["ticket export or chat logs", "product facts"]
  outputs: ["draft FAQ", "frequency-ranked question list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ticketing", "knowledge base"]
  frequency: monthly
  trigger: "build an FAQ from the most common questions in these tickets"

- id: build-onboarding-checklist
  title: "Build tailored onboarding checklist"
  domain: "Customer Success & Support"
  roles: ["Customer Onboarding Specialist"]
  description: "Generate a step-by-step setup checklist matched to the customer's use case."
  inputs: ["customer use case", "product setup steps"]
  outputs: ["onboarding checklist"]
  automation: medium
  human_in_loop: spot-check
  tools: ["knowledge base", "docs"]
  frequency: ad-hoc
  trigger: "make an onboarding checklist for this customer's use case"

- id: card-block-confirmation-letter
  title: "Card fraud-block confirmation letter drafting"
  domain: "Customer Success & Support"
  roles: ["Card Operations Specialist"]
  description: "Draft customer confirmation letters for card blocks, reissues and fraud holds with next steps and timelines."
  inputs: ["case details", "customer record", "action taken"]
  outputs: ["draft confirmation letter"]
  automation: high
  human_in_loop: review-before-send
  tools: ["CRM", "email", "knowledge base"]
  frequency: daily
  trigger: "Draft a block-confirmation letter for this card case"

- id: dispute-reason-code-classification
  title: "Cardholder dispute reason-code classification"
  domain: "Customer Success & Support"
  roles: ["Dispute/Chargeback Analyst"]
  description: "Read the cardholder's claim narrative and classify it to the correct scheme dispute reason code with required evidence list."
  inputs: ["cardholder claim", "transaction detail", "scheme reason-code matrix"]
  outputs: ["assigned reason code", "evidence checklist"]
  automation: high
  human_in_loop: spot-check
  tools: ["case management", "knowledge base"]
  frequency: daily
  trigger: "Classify this dispute into the right reason code"

- id: chase-missing-aid-documents
  title: "Chase missing financial-aid documents"
  domain: "Customer Success & Support"
  roles: ["Financial-Aid Counselor"]
  description: "Compare submitted vs. required verification documents and draft personalized follow-up reminders to students."
  inputs: ["aid file checklist", "submitted documents list"]
  outputs: ["missing-document list", "draft reminder messages"]
  automation: high
  human_in_loop: review-before-send
  tools: ["SIS", "email"]
  frequency: weekly
  trigger: "Find students with missing aid documents and draft reminders"

- id: dc-distribution-eligibility-check
  title: "Check loan and hardship withdrawal eligibility"
  domain: "Customer Success & Support"
  roles: ["401(k)/DC operations specialist"]
  description: "Compare a participant's distribution request to plan loan/hardship rules and available balance; summarize eligibility and maximum amount."
  inputs: ["Distribution request", "Plan loan/hardship provisions", "Account balance"]
  outputs: ["Eligibility summary", "Maximum amount calculation"]
  automation: medium
  human_in_loop: approve
  tools: ["Recordkeeping system export", "Plan rules reference", "Spreadsheet"]
  frequency: daily
  trigger: "A participant submits a loan or hardship request"

- id: player-escalation-triage
  title: "Cluster escalated player tickets by root cause"
  domain: "Customer Success & Support"
  roles: ["Player support escalations analyst"]
  description: "Group queued escalations (lost items, purchase failures, account recovery) into root-cause buckets, tag severity, and route each cluster to the right owner."
  inputs: ["Escalation ticket export", "Issue taxonomy", "Routing matrix"]
  outputs: ["Clustered ticket list", "Routing assignments"]
  automation: high
  human_in_loop: spot-check
  tools: ["Ticketing system", "Spreadsheet"]
  frequency: daily
  trigger: "The escalation queue crosses its review threshold"

- id: compile-client-resource-referrals
  title: "Compile client resource referral list"
  domain: "Customer Success & Support"
  roles: ["Case Manager"]
  description: "Match a client's needs to relevant local services and benefits with eligibility and contact details."
  inputs: ["client needs summary", "location", "eligibility constraints"]
  outputs: ["referral list with contacts"]
  automation: medium
  human_in_loop: spot-check
  tools: ["knowledge base", "docs"]
  frequency: weekly
  trigger: "find housing and food assistance referrals for this client's situation"

- id: missing-document-followup
  title: "Compile missing-document follow-ups for applicants"
  domain: "Customer Success & Support"
  roles: ["Intake & eligibility coordinator"]
  description: "Compare each applicant's submitted documents to the required checklist and draft a personalized reminder listing what is still outstanding."
  inputs: ["Applicant file", "Required-document checklist"]
  outputs: ["Per-applicant outstanding-item list", "Draft reminder message"]
  automation: high
  human_in_loop: spot-check
  tools: ["checklist tracker", "messaging tool"]
  frequency: daily
  trigger: "when an intake packet is incomplete past the deadline"

- id: vip-guest-preference-profile
  title: "Compile VIP guest preference profiles"
  domain: "Customer Success & Support"
  roles: ["Guest Relations Coordinator"]
  description: "Build pre-arrival profiles for VIPs from CRM history, past stays and notes, with amenity and room recommendations."
  inputs: ["arrivals list", "CRM guest history", "loyalty data"]
  outputs: ["VIP profile sheets", "amenity suggestions"]
  automation: medium
  human_in_loop: spot-check
  tools: ["CRM", "PMS"]
  frequency: daily
  trigger: "Prep VIP profiles for this weekend's arrivals"

- id: dr-participant-notifications
  title: "Demand response event notifications"
  domain: "Customer Success & Support"
  roles: ["Demand Response Program Coordinator"]
  description: "Draft and personalize demand response event notifications for enrolled customers from the dispatch instruction."
  inputs: ["dispatch instruction", "enrolled participant list"]
  outputs: ["personalized notification messages"]
  automation: high
  human_in_loop: review-before-send
  tools: ["CRM", "email"]
  frequency: ad-hoc
  trigger: "Draft DR event notifications for tomorrow's call"

- id: draft-applicant-determination-and-rfi-letters
  title: "Draft applicant determination and request-for-information letters"
  domain: "Customer Success & Support"
  roles: ["Benefits Eligibility Specialist"]
  description: "Generate the correct notice letter from templates based on case status and required citations."
  inputs: ["case status", "letter templates", "applicant data"]
  outputs: ["drafted notice letter"]
  automation: high
  human_in_loop: review-before-send
  tools: ["case management system", "document management", "email"]
  frequency: daily
  trigger: "draft the denial letter for this case with the right citations"

- id: booking-confirmation-reminders
  title: "Draft booking confirmations and pre-session reminders"
  domain: "Customer Success & Support"
  roles: ["Facility booking coordinator"]
  description: "Generate confirmation and reminder messages with slot, location and prep details for upcoming reservations."
  inputs: ["Confirmed bookings", "Facility access instructions", "Reminder timing rules"]
  outputs: ["Draft confirmation messages", "Scheduled reminder messages"]
  automation: high
  human_in_loop: none
  tools: ["Email client", "Messaging tool", "Booking system"]
  frequency: daily
  trigger: "When a booking is confirmed or a session is approaching"

- id: draft-cancellation-save-response
  title: "Draft cancellation save response"
  domain: "Customer Success & Support"
  roles: ["CSM", "Support Manager"]
  description: "When a customer asks to cancel, draft a retention reply that acknowledges their reason and proposes save options or offers."
  inputs: ["Cancellation request message", "Account history and usage", "Contract terms and approved save offers"]
  outputs: ["Retention email draft", "Suggested save options or offer tiers"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "email", "knowledge base"]
  frequency: ad-hoc
  trigger: "draft a save response to this customer who wants to cancel"

- id: draft-case-notes-from-session
  title: "Draft case notes from intake or session"
  domain: "Customer Success & Support"
  roles: ["Case Manager"]
  description: "Convert intake or session notes into structured case documentation with needs, actions, and follow-ups."
  inputs: ["raw session notes", "intake form", "prior case history"]
  outputs: ["structured case note"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base"]
  frequency: daily
  trigger: "turn these session notes into a structured case note"

- id: draft-claim-status-letters
  title: "Draft claimant acknowledgment and status letters"
  domain: "Customer Success & Support"
  roles: ["Claims Adjuster Assistant"]
  description: "Generate acknowledgment, status-update, and information-request letters to claimants from the file. Matches required regulatory language and timelines."
  inputs: ["claim record", "letter templates", "status"]
  outputs: ["claimant letter drafts"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "docs"]
  frequency: daily
  trigger: "draft a status update letter to the claimant on this file"

- id: draft-client-service-plan
  title: "Draft client service plan outline"
  domain: "Customer Success & Support"
  roles: ["Case Manager"]
  description: "Draft a goal-oriented service plan outline with objectives, steps, and review dates from assessment notes."
  inputs: ["assessment notes", "client goals", "available services"]
  outputs: ["service plan outline"]
  automation: low
  human_in_loop: approve
  tools: ["docs"]
  frequency: monthly
  trigger: "draft a service plan outline from this client assessment"

- id: draft-moderation-replies
  title: "Draft community moderation replies"
  domain: "Customer Success & Support"
  roles: ["Community Manager"]
  description: "Write on-brand replies to flagged posts, guideline reminders, and welcome messages for new members."
  inputs: ["flagged post text", "community guidelines"]
  outputs: ["draft replies"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "email"]
  frequency: daily
  trigger: "draft a friendly guideline reminder for this off-topic thread"

- id: draft-constituent-response-letters
  title: "Draft constituent response letters"
  domain: "Customer Success & Support"
  roles: ["Constituent Services Representative"]
  description: "Draft personalized replies to constituent requests using policy and prior casework."
  inputs: ["constituent request", "policy knowledge base", "case history"]
  outputs: ["draft response letter"]
  automation: high
  human_in_loop: review-before-send
  tools: ["CRM", "email", "knowledge base"]
  frequency: daily
  trigger: "draft a reply to this constituent about their delayed tax refund"

- id: draft-contingency-deadline-reminders
  title: "Draft contingency deadline reminders"
  domain: "Customer Success & Support"
  roles: ["Transaction Coordinator"]
  description: "Generate reminder emails to agents and clients for upcoming inspection, financing, and contingency deadlines."
  inputs: ["critical-dates timeline", "contact list"]
  outputs: ["reminder emails"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "CRM"]
  frequency: daily
  trigger: "Send deadline reminders for this week's closings"

- id: draft-onboarding-plan
  title: "Draft customer onboarding plan"
  domain: "Customer Success & Support"
  roles: ["Customer Onboarding Specialist"]
  description: "Create a milestone-based onboarding plan tailored to the customer's goals and plan tier."
  inputs: ["customer goals", "plan/tier details", "kickoff notes"]
  outputs: ["onboarding plan document"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "docs"]
  frequency: ad-hoc
  trigger: "draft an onboarding plan for this new customer"

- id: draft-incident-status-update
  title: "Draft customer-facing incident status update"
  domain: "Customer Success & Support"
  roles: ["Support Manager", "Comms Manager"]
  description: "During an outage or incident, draft a clear customer status update describing impact, current state, and next update time."
  inputs: ["Incident details and impact scope", "Timeline and current status", "Affected customer segment"]
  outputs: ["Status page or notification draft", "Suggested next-update timing"]
  automation: medium
  human_in_loop: approve
  tools: ["ticketing", "email", "knowledge base"]
  frequency: ad-hoc
  trigger: "write a customer status update for this ongoing outage"

- id: draft-customer-release-notes
  title: "Draft customer-facing release notes"
  domain: "Customer Success & Support"
  roles: ["CSM", "Support Manager", "Product Marketing Manager"]
  description: "Turn a changelog or feature list into clear, benefit-led release notes and a customer announcement email tailored to the audience."
  inputs: ["changelog", "feature specs", "audience segment"]
  outputs: ["release notes draft", "announcement email draft"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base", "email"]
  frequency: monthly
  trigger: "turn this changelog into customer-facing release notes"

- id: declined-service-followup-drafts
  title: "Draft declined-service follow-up outreach"
  domain: "Customer Success & Support"
  roles: ["Service advisor support coordinator"]
  description: "Generate personalized reminders for previously declined repairs with the prior estimate and a booking link."
  inputs: ["Past repair orders", "Declined-line items"]
  outputs: ["Follow-up message drafts", "Recommended service list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Text generator", "CRM", "Email client"]
  frequency: weekly
  trigger: "a week after a declined repair recommendation"

- id: draft-early-alert-outreach
  title: "Draft early-alert outreach to at-risk students"
  domain: "Customer Success & Support"
  roles: ["Student-Success Advisor"]
  description: "Turn flagged risk indicators (attendance, grades) into personalized intervention messages with support resources."
  inputs: ["early-alert flags", "student records", "support resource list"]
  outputs: ["prioritized outreach list", "draft messages"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["SIS", "email", "knowledge base"]
  frequency: weekly
  trigger: "Draft outreach for this week's at-risk student flags"

- id: ts-enforcement-notice
  title: "Draft enforcement decision notices"
  domain: "Customer Success & Support"
  roles: ["Trust & Safety Analyst"]
  description: "Generate user-facing notices explaining the enforcement action, policy basis, and appeal options."
  inputs: ["Enforcement decision", "Notice templates"]
  outputs: ["Draft user notice"]
  automation: medium
  human_in_loop: approve
  tools: ["Template library", "Support platform"]
  frequency: daily
  trigger: "when an enforcement action is taken"

- id: draft-escalation-summary
  title: "Draft executive escalation summary"
  domain: "Customer Success & Support"
  roles: ["Support Manager", "CSM"]
  description: "Compile a leadership-ready escalation brief: timeline, customer impact, root cause, current status, and proposed next steps."
  inputs: ["ticket thread", "account record", "internal notes"]
  outputs: ["escalation summary", "recommended next steps"]
  automation: high
  human_in_loop: review-before-send
  tools: ["ticketing", "CRM", "docs"]
  frequency: ad-hoc
  trigger: "write an executive escalation summary for this stalled support case"

- id: draft-install-appointment-notices
  title: "Draft install and order-status notifications"
  domain: "Customer Success & Support"
  roles: ["Telecom Provisioning & Order-Management Coordinator"]
  description: "Generate customer install-appointment confirmations and order-status/delay updates from order milestones."
  inputs: ["order status/milestones", "appointment slot", "customer contact"]
  outputs: ["appointment confirmation", "status update email"]
  automation: high
  human_in_loop: review-before-send
  tools: ["order management system", "email"]
  frequency: daily
  trigger: "Send install confirmations for tomorrow's jobs"

- id: install-appointment-confirmations
  title: "Draft installation appointment confirmations"
  domain: "Customer Success & Support"
  roles: ["Service provisioning & order-management coordinator"]
  description: "Generate customer appointment and installation confirmation messages from work-order details and scheduled windows."
  inputs: ["work-order details", "scheduled appointment window", "customer contact info"]
  outputs: ["confirmation message drafts"]
  automation: high
  human_in_loop: none
  tools: ["work-order system", "messaging platform"]
  frequency: daily
  trigger: "when an install appointment is scheduled"

- id: draft-kb-article-from-ticket
  title: "Draft KB article from a resolved ticket"
  domain: "Customer Success & Support"
  roles: ["Knowledge Base Manager", "Support Agent"]
  description: "Generalize a resolved support ticket into a reusable knowledge base article with symptoms, cause, and resolution steps."
  inputs: ["resolved ticket thread", "KB article template"]
  outputs: ["draft KB article", "suggested tags and category"]
  automation: high
  human_in_loop: review-before-send
  tools: ["ticketing", "knowledge base"]
  frequency: daily
  trigger: "turn this resolved ticket into a knowledge base article"

- id: draft-lease-renewal-offers
  title: "Draft lease renewal offers"
  domain: "Customer Success & Support"
  roles: ["Tenant Relations Coordinator"]
  description: "Generate renewal offer letters with updated rent, term options, and incentives for expiring leases."
  inputs: ["expiring lease list", "renewal rent guidelines"]
  outputs: ["renewal offer letters"]
  automation: high
  human_in_loop: approve
  tools: ["CRM", "email"]
  frequency: monthly
  trigger: "Draft renewal offers for leases expiring next quarter"

- id: draft-onboarding-success-plan
  title: "Draft onboarding success plan for new customer"
  domain: "Customer Success & Support"
  roles: ["CSM"]
  description: "Create a milestone-based onboarding plan with timeline, owners, and success criteria from the sales-to-CS handoff and stated goals."
  inputs: ["sales handoff notes", "customer goals", "product scope"]
  outputs: ["onboarding/success plan", "milestone timeline"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "CRM", "ticketing"]
  frequency: ad-hoc
  trigger: "draft a 90-day onboarding plan for this new customer"

- id: draft-order-acknowledgments
  title: "Draft order acknowledgment and delivery-date confirmations"
  domain: "Customer Success & Support"
  roles: ["Order Management Specialist"]
  description: "Generate acknowledgment emails confirming items, quantities, pricing, and committed ship dates per order."
  inputs: ["entered sales orders", "available-to-promise dates"]
  outputs: ["draft acknowledgment emails"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "ERP"]
  frequency: daily
  trigger: "send order confirmations for the orders we entered today"

- id: draft-patient-recall-reminders
  title: "Draft patient appointment reminders and recall messages"
  domain: "Customer Success & Support"
  roles: ["Healthcare Administrator"]
  description: "Generate personalized appointment reminder and overdue-visit recall messages from the patient schedule. Fills in name, date, time, and prep instructions per visit type."
  inputs: ["appointment schedule export", "visit-type instructions", "message templates"]
  outputs: ["reminder messages (SMS/email text)", "recall list"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "email", "calendar"]
  frequency: daily
  trigger: "draft tomorrow's appointment reminders from this schedule export"

- id: draft-payment-plan-options
  title: "Draft payment plan and assistance options"
  domain: "Customer Success & Support"
  roles: ["Patient Financial Counselor"]
  description: "Draft personalized payment plan choices and a financial assistance eligibility summary for a patient."
  inputs: ["Balance owed", "Patient income / household data", "Assistance program rules"]
  outputs: ["Payment plan options letter", "Eligibility summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["email", "knowledge base", "spreadsheet"]
  frequency: daily
  trigger: "Draft payment plan options for this patient's balance"

- id: permits-draft-correction-notice
  title: "Draft permit correction notice to applicant"
  domain: "Customer Success & Support"
  roles: ["Permits & licensing clerk"]
  description: "Turn flagged deficiencies into a plain-language correction notice telling the applicant exactly what to fix and resubmit."
  inputs: ["Deficiency list", "Applicant contact record"]
  outputs: ["Correction notice letter"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["email client", "document template library"]
  frequency: daily
  trigger: "An application fails completeness review"

- id: recall-reminder-drafting
  title: "Draft personalized recall reminder messages"
  domain: "Customer Success & Support"
  roles: ["Patient recall & reminder coordinator"]
  description: "Compose per-patient reminders naming the service due and using the patient's preferred channel and tone."
  inputs: ["Recall list", "Service due per patient", "Channel preferences"]
  outputs: ["Draft reminder messages"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Messaging gateway", "Email client", "Document generator"]
  frequency: weekly
  trigger: "Recall reminders need to go out"

- id: post-event-followup-survey
  title: "Draft post-event thank-you and feedback survey"
  domain: "Customer Success & Support"
  roles: ["Banquet & Events Planner"]
  description: "Write a personalized thank-you and assemble a feedback survey referencing the specific event's details and contacts."
  inputs: ["event summary", "client contact", "survey template"]
  outputs: ["thank-you email", "feedback survey"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "CRM"]
  frequency: weekly
  trigger: "Send a thank you and survey to last night's event client"

- id: pre-renewal-client-report
  title: "Draft pre-renewal client report"
  domain: "Customer Success & Support"
  roles: ["Broking Account Handler"]
  description: "Prepare a pre-renewal report summarizing program, claims and market conditions ahead of the renewal meeting."
  inputs: ["Current program details", "Claims experience", "Market commentary"]
  outputs: ["Pre-renewal report", "Renewal strategy talking points"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "document management", "email"]
  frequency: monthly
  trigger: "Draft the pre-renewal report for this account."

- id: refill-authorization-request-draft
  title: "Draft prescriber refill-authorization requests"
  domain: "Customer Success & Support"
  roles: ["Prescription-refill triage clerk"]
  description: "Prepare authorization request messages to prescribers for expired or zero-refill medications."
  inputs: ["Refill request", "Prescription details", "Prescriber contact"]
  outputs: ["Draft authorization request"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Fax/messaging gateway", "Document generator"]
  frequency: daily
  trigger: "A refill needs prescriber sign-off"

- id: draft-qbr-deck-outline
  title: "Draft QBR deck outline"
  domain: "Customer Success & Support"
  roles: ["CSM"]
  description: "Assemble a quarterly business review outline covering adoption metrics, wins, open risks, roadmap alignment, and next-quarter goals."
  inputs: ["usage data", "account history", "customer goals", "support metrics"]
  outputs: ["QBR outline", "slide-by-slide talking points"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["BI tool", "CRM", "docs"]
  frequency: quarterly
  trigger: "draft a QBR deck outline for this account"

- id: recall-customer-outreach-drafts
  title: "Draft recall notification outreach"
  domain: "Customer Success & Support"
  roles: ["Recall and service-campaign coordinator"]
  description: "Generate personalized recall notices for affected owners with safety details and scheduling options."
  inputs: ["Affected-owner list", "Recall description"]
  outputs: ["Notification drafts", "Scheduling call list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Text generator", "CRM", "Email client"]
  frequency: weekly
  trigger: "when a new recall affects owned VINs"

- id: draft-referral-status-updates
  title: "Draft referral status updates to providers and patients"
  domain: "Customer Success & Support"
  roles: ["Referral Coordinator"]
  description: "Draft status update messages to referring providers and patients on referral progress."
  inputs: ["Referral status data", "Contact details"]
  outputs: ["Draft status messages"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "EHR"]
  frequency: daily
  trigger: "Send status updates on these pending referrals"

- id: draft-renewal-expansion-outreach
  title: "Draft renewal or expansion outreach email"
  domain: "Customer Success & Support"
  roles: ["CSM", "Account Exec"]
  description: "Write a personalized renewal or upsell email referencing the customer's usage, value delivered, and timing. Tailors the ask to account health."
  inputs: ["account record", "usage and ROI metrics", "renewal date", "value milestones"]
  outputs: ["renewal or expansion email draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "email"]
  frequency: monthly
  trigger: "write a renewal outreach email for this account highlighting their ROI"

- id: royalty-owner-inquiry-draft
  title: "Draft replies to royalty owner inquiries"
  domain: "Customer Success & Support"
  roles: ["Royalty analyst"]
  description: "Draft responses to owner questions on check stubs, deductions and suspense by pulling the relevant account and payment detail."
  inputs: ["Owner inquiry message", "Owner account record", "Payment history"]
  outputs: ["Drafted owner response", "Account detail summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Email client", "Owner account database"]
  frequency: daily
  trigger: "When a royalty owner emails with a payment question"

- id: player-refund-macro-draft
  title: "Draft reply macros for recurring purchase and account issues"
  domain: "Customer Success & Support"
  roles: ["Player support escalations analyst"]
  description: "From recurring escalation themes, draft standardized response macros covering failed top-ups, missing entitlements, and recovery steps, aligned to refund policy."
  inputs: ["Top recurring issue summaries", "Refund/policy guide", "Tone guidelines"]
  outputs: ["Draft macro set", "Policy citations"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Knowledge base", "Document editor"]
  frequency: monthly
  trigger: "A new recurring complaint type is identified"

- id: draft-rfi-missing-docs
  title: "Draft request-for-information letters for missing docs"
  domain: "Customer Success & Support"
  roles: ["Insurance Underwriting Assistant"]
  description: "Compare the submission against the underwriting checklist and draft a letter requesting the missing items. Clear, itemized, and ready to send to the broker."
  inputs: ["submission file", "underwriting checklist"]
  outputs: ["RFI letter draft", "missing-items list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "docs"]
  frequency: daily
  trigger: "write a letter asking the broker for the underwriting docs we're still missing"

- id: draft-responses-to-applicant-program-questions
  title: "Draft responses to applicant program questions"
  domain: "Customer Success & Support"
  roles: ["Benefits Eligibility Specialist"]
  description: "Answer common applicant questions about eligibility, documents, and timelines using program policy."
  inputs: ["applicant question", "program policy knowledge base"]
  outputs: ["drafted reply"]
  automation: high
  human_in_loop: review-before-send
  tools: ["ticketing", "knowledge base", "email"]
  frequency: daily
  trigger: "reply to this applicant asking why their benefits stopped"

- id: lp-info-request-response
  title: "Draft responses to LP information requests"
  domain: "Customer Success & Support"
  roles: ["LP Reporting Analyst"]
  description: "Answer ad-hoc LP queries by pulling figures and language from the data room and prior responses."
  inputs: ["LP request email", "Data room / prior answers"]
  outputs: ["Draft response", "Source references"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Document search", "Email client"]
  frequency: ad-hoc
  trigger: "When an LP sends an information request"

- id: draft-shareholder-inquiry-responses
  title: "Draft responses to shareholder inquiries"
  domain: "Customer Success & Support"
  roles: ["Transfer Agency Specialist", "Investor Relations Analyst"]
  description: "Draft replies to investor questions on dividends, statements, and holdings using the knowledge base."
  inputs: ["shareholder inquiry", "account data", "knowledge base"]
  outputs: ["draft inquiry responses"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "ticketing", "knowledge base"]
  frequency: daily
  trigger: "draft replies to today's shareholder dividend questions"

- id: rg-case-notes-followups
  title: "Draft responsible-gaming intervention case notes and follow-ups"
  domain: "Customer Success & Support"
  roles: ["Responsible-gaming case coordinator"]
  description: "Turn interaction details into structured case notes and draft follow-up outreach to the patron."
  inputs: ["Interaction details", "Case template"]
  outputs: ["Case note", "Follow-up message draft"]
  automation: low
  human_in_loop: approve
  tools: ["case management system", "document editor"]
  frequency: ad-hoc
  trigger: "A responsible-gaming interaction is logged"

- id: return-resolution-comms
  title: "Draft return and refund resolution emails"
  domain: "Customer Success & Support"
  roles: ["Returns/RMA Coordinator"]
  description: "Draft customer-facing return outcome messages with RMA number, next steps and refund timing per decision."
  inputs: ["return decision", "order details", "comms templates"]
  outputs: ["personalized resolution email", "RMA instructions"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "ticketing", "knowledge base"]
  frequency: daily
  trigger: "draft the resolution emails for today's approved returns"

- id: draft-rma-customer-responses
  title: "Draft RMA approval or denial responses per policy"
  domain: "Customer Success & Support"
  roles: ["Reverse Logistics Coordinator"]
  description: "Generate customer return responses that apply warranty and return policy, with instructions or denial rationale."
  inputs: ["RMA requests", "return/warranty policy", "purchase history"]
  outputs: ["draft approval/denial emails", "return shipping instructions"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["email", "knowledge base", "ticketing"]
  frequency: daily
  trigger: "draft responses to these return requests"

- id: draft-sales-to-cs-handoff-brief
  title: "Draft sales-to-CS handoff brief"
  domain: "Customer Success & Support"
  roles: ["CSM", "Account Exec"]
  description: "Turn a closed deal record and sales notes into a CS handoff brief covering goals, stakeholders, commitments, and risks."
  inputs: ["Closed deal record", "Sales call notes", "Signed contract terms"]
  outputs: ["Handoff brief document", "Flagged commitments and risks"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "docs"]
  frequency: ad-hoc
  trigger: "create a CS handoff brief from this closed deal"

- id: draft-sap-appeal-response
  title: "Draft SAP appeal decision responses"
  domain: "Customer Success & Support"
  roles: ["Financial-Aid Counselor"]
  description: "Summarize a satisfactory-academic-progress appeal and draft a decision letter with conditions and next steps."
  inputs: ["appeal form", "academic history", "SAP policy"]
  outputs: ["appeal summary", "draft decision letter"]
  automation: medium
  human_in_loop: approve
  tools: ["SIS", "knowledge base", "email"]
  frequency: monthly
  trigger: "Summarize and draft a response to this SAP appeal"

- id: recall-outreach-drafting
  title: "Draft segmented recall and overdue-care outreach"
  domain: "Customer Success & Support"
  roles: ["Patient Access & Scheduling Coordinator"]
  description: "Segment overdue patients (annual exam, lab follow-up, vaccine) and draft personalized recall messages per group."
  inputs: ["overdue patient list", "recall rules"]
  outputs: ["Segmented recall message drafts"]
  automation: high
  human_in_loop: review-before-send
  tools: ["practice mgmt", "email"]
  frequency: weekly
  trigger: "Draft recall reminders for patients overdue for a visit"

- id: service-recovery-response
  title: "Draft service recovery responses to complaints"
  domain: "Customer Success & Support"
  roles: ["Guest Relations Coordinator"]
  description: "Draft an empathetic complaint response with compensation within policy and log the service recovery to the guest record."
  inputs: ["complaint detail", "compensation policy", "guest record"]
  outputs: ["recovery email", "compensation recommendation"]
  automation: medium
  human_in_loop: approve
  tools: ["CRM", "email", "knowledge base"]
  frequency: daily
  trigger: "Help me respond to this guest complaint about a noisy room"

- id: draft-shipment-eta-delay-notices
  title: "Draft shipment ETA and delay notifications"
  domain: "Customer Success & Support"
  roles: ["Dispatch & Route Planner"]
  description: "Generate customer-facing ETA updates and delay/exception notices from live tracking and stop status."
  inputs: ["tracking/status feed", "customer contacts", "order reference"]
  outputs: ["ETA notification", "delay/exception email"]
  automation: high
  human_in_loop: review-before-send
  tools: ["TMS", "email"]
  frequency: daily
  trigger: "Notify customers about today's late deliveries"

- id: draft-shipment-delay-notice
  title: "Draft shipment status and delay notifications"
  domain: "Customer Success & Support"
  roles: ["Logistics Coordinator"]
  description: "Turn tracking and exception data into clear customer-facing status updates and delay notices. Includes revised ETA and next steps."
  inputs: ["tracking/exception data", "order details"]
  outputs: ["status/delay notification drafts"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "ERP"]
  frequency: daily
  trigger: "draft a delay notice for this shipment with the new ETA"

- id: draft-shipment-status-updates
  title: "Draft shipment status update emails from tracking data"
  domain: "Customer Success & Support"
  roles: ["Logistics & Transportation Coordinator"]
  description: "Turn carrier tracking status into clear customer-facing status notes, flagging delays and revised ETAs."
  inputs: ["tracking status export", "customer/order reference", "promised delivery date"]
  outputs: ["draft status update emails", "list of at-risk shipments"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "spreadsheet"]
  frequency: daily
  trigger: "send customers an update on their in-transit orders"

- id: draft-standard-inquiry-response
  title: "Draft standard response to medical inquiries"
  domain: "Customer Success & Support"
  roles: ["Medical Information Specialist"]
  description: "Draft a referenced response to an HCP or patient medical question using approved standard response documents and label."
  inputs: ["inquiry text", "standard response library", "approved label"]
  outputs: ["drafted inquiry response with references"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "email"]
  frequency: daily
  trigger: "Draft a response to this HCP question about dosing"

- id: draft-support-ticket-reply
  title: "Draft support ticket reply from knowledge base"
  domain: "Customer Success & Support"
  roles: ["Support Agent", "CSM"]
  description: "Draft a personalized, on-brand reply to an incoming ticket grounded in help docs and the customer's history. Pulls the right troubleshooting steps and tone."
  inputs: ["ticket text", "knowledge base articles", "customer record", "prior ticket history"]
  outputs: ["draft reply", "linked KB references"]
  automation: high
  human_in_loop: review-before-send
  tools: ["ticketing", "knowledge base", "CRM"]
  frequency: daily
  trigger: "draft a reply to this support ticket using our help docs"

- id: draft-transaction-status-updates-to-parties
  title: "Draft transaction status updates to parties"
  domain: "Customer Success & Support"
  roles: ["Real Estate Transaction Coordinator"]
  description: "Write status-update emails to buyer, seller, and agents summarizing milestones and outstanding items."
  inputs: ["transaction status", "outstanding tasks"]
  outputs: ["status update email"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "CRM"]
  frequency: weekly
  trigger: "Send a closing status update to all parties"

- id: draft-winback-email
  title: "Draft win-back email for at-risk customers"
  domain: "Customer Success & Support"
  roles: ["Retention Specialist"]
  description: "Write a re-engagement email tailored to why the account went quiet, with a clear next step."
  inputs: ["account activity", "churn reason notes"]
  outputs: ["win-back email draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "email"]
  frequency: weekly
  trigger: "draft a win-back email for this account that stopped logging in"

- id: winback-outreach-drafting
  title: "Draft win-back outreach for lapsed members"
  domain: "Customer Success & Support"
  roles: ["Membership retention analyst"]
  description: "Compose personalized win-back messages referencing each lapsed member's plan, last visit and a fitting offer."
  inputs: ["Lapsed member list", "Plan and visit history", "Approved offer catalog"]
  outputs: ["Draft outreach messages per member"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Email client", "CRM"]
  frequency: monthly
  trigger: "After the lapsed-member list is finalized"

- id: lapsing-member-winback
  title: "Draft win-back outreach for lapsing members"
  domain: "Customer Success & Support"
  roles: ["Membership engagement coordinator"]
  description: "Identify members nearing non-renewal from engagement signals and draft tailored re-enrollment messages."
  inputs: ["renewal status", "attendance and engagement history"]
  outputs: ["at-risk member list", "outreach drafts"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["membership system", "email tool"]
  frequency: monthly
  trigger: "Renewals are lapsing this cycle"

- id: member-tier-qualification-notices
  title: "Evaluate member tier qualification and draft notices"
  domain: "Customer Success & Support"
  roles: ["Loyalty Program Administrator"]
  description: "Assess members against tier thresholds and draft personalized upgrade, retention, or downgrade notifications."
  inputs: ["member activity data", "tier rules", "notification templates"]
  outputs: ["qualification results", "draft member notices"]
  automation: high
  human_in_loop: review-before-send
  tools: ["loyalty platform", "CRM", "email"]
  frequency: monthly
  trigger: "draft tier change notices for this cycle"

- id: consolidate-duplicate-kb-articles
  title: "Find and merge duplicate KB articles"
  domain: "Customer Success & Support"
  roles: ["Knowledge Base Manager"]
  description: "Identify overlapping or duplicate knowledge base articles and propose a merged canonical version plus redirects."
  inputs: ["knowledge base export", "article metadata"]
  outputs: ["duplicate clusters report", "proposed merged articles"]
  automation: medium
  human_in_loop: approve
  tools: ["knowledge base", "spreadsheet"]
  frequency: quarterly
  trigger: "find duplicate help articles and suggest which to merge"

- id: flag-at-risk-accounts
  title: "Flag at-risk accounts from usage signals"
  domain: "Customer Success & Support"
  roles: ["Retention Specialist", "CSM"]
  description: "Scan usage and engagement data to rank accounts by churn risk with supporting reasons."
  inputs: ["usage/engagement export", "renewal dates"]
  outputs: ["ranked at-risk list with notes"]
  automation: low
  human_in_loop: review-before-send
  tools: ["spreadsheet", "CRM", "BI tool"]
  frequency: monthly
  trigger: "flag which accounts look at risk of churning this quarter"

- id: reservation-confirmation-emails
  title: "Generate confirmation and pre-arrival emails"
  domain: "Customer Success & Support"
  roles: ["Reservations Coordinator"]
  description: "Draft personalized confirmation and pre-arrival emails with booking details, directions and relevant upsell offers."
  inputs: ["reservation record", "property info", "upsell catalog"]
  outputs: ["confirmation email", "pre-arrival email"]
  automation: high
  human_in_loop: review-before-send
  tools: ["PMS", "email"]
  frequency: daily
  trigger: "Send pre-arrival emails for tomorrow's check-ins"

- id: generate-enrollment-verification-letter
  title: "Generate enrollment verification letters"
  domain: "Customer Success & Support"
  roles: ["Enrollment / Registrar Specialist"]
  description: "Produce enrollment or degree verification letters from student records for loans, employers, or insurers."
  inputs: ["student record", "verification request", "letter template"]
  outputs: ["drafted verification letter"]
  automation: high
  human_in_loop: review-before-send
  tools: ["SIS", "document management", "email"]
  frequency: daily
  trigger: "Draft an enrollment verification letter for this student"

- id: member-milestone-outreach
  title: "Generate member milestone outreach"
  domain: "Customer Success & Support"
  roles: ["Member care coordinator"]
  description: "Pull birthdays, membership anniversaries, and bereavements from the register and draft greetings."
  inputs: ["member register", "milestone dates", "message templates"]
  outputs: ["milestone greeting drafts"]
  automation: high
  human_in_loop: spot-check
  tools: ["membership system", "email tool"]
  frequency: weekly
  trigger: "This week's member milestones are due"

- id: recall-overdue-list-gen
  title: "Generate overdue recall list from last-visit dates"
  domain: "Customer Success & Support"
  roles: ["Patient recall & reminder coordinator"]
  description: "Build a list of patients due or overdue for hygiene, exam or vaccination based on per-type recall intervals."
  inputs: ["Patient last-visit dates", "Recall interval rules"]
  outputs: ["Overdue recall list"]
  automation: high
  human_in_loop: spot-check
  tools: ["Practice management system", "Spreadsheet"]
  frequency: weekly
  trigger: "The weekly recall run is due"

- id: generate-delinquency-notices
  title: "Generate payment reminder and delinquency notices"
  domain: "Customer Success & Support"
  roles: ["Loan Servicing Specialist"]
  description: "Create borrower payment reminders and arrears notices from account status data."
  inputs: ["loan account status list", "notice templates"]
  outputs: ["draft reminder and delinquency letters"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "email", "knowledge base"]
  frequency: weekly
  trigger: "create this week's payment reminder and arrears letters"

- id: generate-sla-breach-aging-report
  title: "Generate SLA-breach and ticket aging report"
  domain: "Customer Success & Support"
  roles: ["Support Manager", "Operations Manager"]
  description: "Scan the open queue to flag tickets at risk of SLA breach and summarize backlog aging by priority and owner."
  inputs: ["Open ticket queue export", "SLA targets and policies"]
  outputs: ["At-risk ticket list", "Aging backlog summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["ticketing", "spreadsheet", "BI tool"]
  frequency: daily
  trigger: "flag tickets about to breach SLA and summarize the aging backlog"

- id: bill-spike-explanation-letter
  title: "High-bill explanation letter"
  domain: "Customer Success & Support"
  roles: ["Utility Billing Analyst"]
  description: "Draft a customer explanation for a high-bill inquiry using usage history, weather normalization, and rate factors."
  inputs: ["customer usage history", "weather data", "rate details"]
  outputs: ["bill explanation letter draft"]
  automation: high
  human_in_loop: review-before-send
  tools: ["CRM", "email"]
  frequency: daily
  trigger: "Draft a high-bill explanation for this account"

- id: knowledge-base-staleness-audit
  title: "Knowledge base staleness audit"
  domain: "Customer Success & Support"
  roles: ["Knowledge Manager", "Support Content Editor"]
  description: "Flag articles past their review date or with low helpfulness scores, broken links, or references to deprecated features."
  inputs: ["knowledge base article metadata", "helpfulness vote data", "product release notes"]
  outputs: ["prioritized update/retire list with reasons"]
  automation: high
  human_in_loop: spot-check
  tools: ["knowledge base", "spreadsheet"]
  frequency: quarterly
  trigger: "Find knowledge base articles that are out of date or need review"

- id: referral-matching-handoff
  title: "Match client needs to referral partners and draft handoff"
  domain: "Customer Success & Support"
  roles: ["Resource & referral coordinator"]
  description: "Match a client's documented needs to appropriate partner providers and draft a warm-handoff referral with relevant context."
  inputs: ["Client needs summary", "Resource directory", "Partner intake requirements"]
  outputs: ["Matched referral options", "Draft warm-handoff message"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["directory database", "messaging tool"]
  frequency: daily
  trigger: "when a client needs a service outside the program"

- id: benefit-program-matching
  title: "Match client profile to eligible benefit programs"
  domain: "Customer Success & Support"
  roles: ["Benefits navigation assistant"]
  description: "Screen a household profile across multiple program criteria and produce a ranked list of likely-eligible benefits with rationale."
  inputs: ["Household profile", "Program eligibility criteria"]
  outputs: ["Ranked list of likely-eligible benefits", "Eligibility rationale"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["rules engine", "program criteria database"]
  frequency: ad-hoc
  trigger: "when a client asks what benefits they qualify for"

- id: membership-renewal-lapse-outreach
  title: "Membership renewal lapse detection & reminder drafting"
  domain: "Customer Success & Support"
  roles: ["Membership Coordinator"]
  description: "Flag members past their renewal date and draft tiered, tenure-aware renewal reminders."
  inputs: ["membership roster", "renewal dates", "dues tiers"]
  outputs: ["lapsed-member list", "draft renewal emails"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "email", "spreadsheet"]
  frequency: monthly
  trigger: "Who hasn't renewed their membership and draft their reminders"

- id: new-member-welcome-packet
  title: "New member onboarding packet personalization"
  domain: "Customer Success & Support"
  roles: ["Membership Coordinator"]
  description: "Personalize welcome packets with member benefits, portal logins, and tier-specific resources."
  inputs: ["new member records", "benefits catalog", "welcome template"]
  outputs: ["personalized welcome emails/packets"]
  automation: high
  human_in_loop: review-before-send
  tools: ["CRM", "email", "CMS"]
  frequency: weekly
  trigger: "Send welcome packets to this week's new members"

- id: post-incident-customer-comms-list
  title: "Post-incident affected-customer comms list"
  domain: "Customer Success & Support"
  roles: ["Support Operations Manager", "Incident Communications Lead"]
  description: "Identify customers in scope of an incident from impact criteria and draft segmented status and apology notices per tier."
  inputs: ["incident impact scope", "customer account list", "affected-service mapping"]
  outputs: ["affected-customer list", "segmented notification drafts"]
  automation: medium
  human_in_loop: approve
  tools: ["ticketing", "CRM", "email"]
  frequency: ad-hoc
  trigger: "List who was hit by today's outage and draft their notifications"

- id: benefits-application-prefill
  title: "Pre-fill benefits applications and build doc checklist"
  domain: "Customer Success & Support"
  roles: ["Benefits navigation assistant"]
  description: "Populate common application fields from the client record and assemble the supporting-document checklist for the chosen program."
  inputs: ["Client record", "Application form", "Program document requirements"]
  outputs: ["Pre-filled application draft", "Supporting-document checklist"]
  automation: medium
  human_in_loop: spot-check
  tools: ["form filler", "checklist tracker"]
  frequency: ad-hoc
  trigger: "when a client decides to apply for a benefit"

- id: qbr-data-pack-compilation
  title: "QBR data pack compilation"
  domain: "Customer Success & Support"
  roles: ["Customer Success Manager", "CS Operations Analyst"]
  description: "Assemble a per-account QBR pack: usage trends, ticket summary, open escalations, renewal date, and expansion signals."
  inputs: ["product usage data", "ticketing history", "CRM account record"]
  outputs: ["per-account QBR data pack draft", "talking-points summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["BI tool", "ticketing", "CRM"]
  frequency: quarterly
  trigger: "Put together the QBR data pack for my account before the review"

- id: wealth-portfolio-review-pack
  title: "Quarterly wealth portfolio review pack"
  domain: "Customer Success & Support"
  roles: ["Wealth Client-Service Associate"]
  description: "Assemble a client review pack: holdings changes, performance vs. benchmark, upcoming maturities and RM talking points."
  inputs: ["portfolio statement", "benchmark data", "prior meeting notes"]
  outputs: ["review pack", "RM talking points"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "CRM", "document management"]
  frequency: quarterly
  trigger: "Build the quarterly review pack for this client"

- id: reservation-inquiry-response
  title: "Respond to reservation availability inquiries"
  domain: "Customer Success & Support"
  roles: ["Reservations Coordinator"]
  description: "Reply to guest email or chat inquiries with availability, rates and cancellation policies for the requested dates and room types."
  inputs: ["guest inquiry", "PMS availability", "rate plans and policies"]
  outputs: ["drafted reply with quote"]
  automation: high
  human_in_loop: review-before-send
  tools: ["PMS", "email", "knowledge base"]
  frequency: daily
  trigger: "Quote availability for a guest asking about July 4 weekend"

- id: voice-of-customer-rollup
  title: "Roll up voice-of-customer trends for product"
  domain: "Customer Success & Support"
  roles: ["Support Manager", "Product Manager"]
  description: "Aggregate ticket trends and feature requests into a voice-of-customer report ranking top issues by frequency and impact for product and leadership."
  inputs: ["ticket exports", "feature requests", "theme tags"]
  outputs: ["VoC report", "ranked top issues", "impact estimates"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ticketing", "spreadsheet", "BI tool"]
  frequency: monthly
  trigger: "roll up the top customer issues from this month's tickets for the product team"

- id: care-request-routing
  title: "Route care and prayer requests to teams"
  domain: "Customer Success & Support"
  roles: ["Member care coordinator"]
  description: "Triage incoming care requests and assign visits, meals, or calls to the right care team."
  inputs: ["care request submissions", "care team rosters"]
  outputs: ["routed assignments", "follow-up list"]
  automation: low
  human_in_loop: approve
  tools: ["intake form", "task tracker"]
  frequency: weekly
  trigger: "A new care request comes in"

- id: sales-to-cs-handoff-packet
  title: "Sales-to-CS onboarding handoff packet"
  domain: "Customer Success & Support"
  roles: ["Customer Success Manager", "Onboarding Specialist"]
  description: "Compile a kickoff brief from the closed-won record: stakeholders, promised scope, success criteria, contractual dates, and risk flags."
  inputs: ["CRM opportunity record", "sales call notes", "signed order form"]
  outputs: ["structured onboarding handoff brief", "open-questions list for the AE"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "knowledge base", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Build the CS handoff brief for the account we just closed"

- id: score-support-replies-against-qa-rubric
  title: "Score support replies against QA rubric"
  domain: "Customer Success & Support"
  roles: ["Support Manager", "CSM"]
  description: "Evaluate a sample of support replies or transcripts against a quality rubric and produce scores plus coaching notes."
  inputs: ["Ticket transcripts or replies", "QA rubric and scoring criteria"]
  outputs: ["Scored evaluations", "Coaching notes per agent"]
  automation: medium
  human_in_loop: spot-check
  tools: ["ticketing", "spreadsheet", "knowledge base"]
  frequency: weekly
  trigger: "score these support replies against our QA rubric"

- id: sla-breach-root-cause-audit
  title: "SLA breach root-cause audit"
  domain: "Customer Success & Support"
  roles: ["Support Operations Manager", "Support Team Lead"]
  description: "Pull every SLA-breached ticket for the period and categorize each by root cause (staffing gap, dependency wait, misroute, customer-delay)."
  inputs: ["ticketing export of breached tickets", "SLA policy thresholds", "agent shift roster"]
  outputs: ["categorized breach report with cause tallies", "remediation recommendations"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ticketing", "spreadsheet", "BI tool"]
  frequency: weekly
  trigger: "Audit last week's SLA breaches and tell me why they happened"

- id: triage-architectural-review-requests
  title: "Summarize and Triage Architectural Review Requests"
  domain: "Customer Success & Support"
  roles: ["HOA Community Manager"]
  description: "Categorize homeowner ARC applications against guidelines and draft approval or info-request responses."
  inputs: ["ARC application", "architectural guidelines"]
  outputs: ["triage summary", "draft response"]
  automation: medium
  human_in_loop: approve
  tools: ["ticketing", "knowledge base"]
  frequency: weekly
  trigger: "Review these architectural change requests"

- id: summarize-appeal-recommend-outcome
  title: "Summarize appeal and recommend uphold or overturn"
  domain: "Customer Success & Support"
  roles: ["Appeals & escalation reviewer"]
  description: "Compile the original action, user statement, and relevant policy into a brief with a recommended uphold or overturn."
  inputs: ["Original enforcement record", "User appeal statement", "Relevant policy"]
  outputs: ["Appeal brief", "Recommended outcome"]
  automation: medium
  human_in_loop: approve
  tools: ["Appeals case system", "Policy knowledge base"]
  frequency: daily
  trigger: "When a new appeal lands in the review queue"

- id: summarize-community-discussions
  title: "Summarize community discussions into themes"
  domain: "Customer Success & Support"
  roles: ["Community Manager"]
  description: "Cluster recent forum and chat threads into trending topics, sentiment, and questions needing a reply."
  inputs: ["forum/chat export"]
  outputs: ["themes summary", "list of unanswered questions"]
  automation: high
  human_in_loop: spot-check
  tools: ["knowledge base", "spreadsheet", "docs"]
  frequency: weekly
  trigger: "summarize this week's community threads into themes and open questions"

- id: summarize-customer-call-action-items
  title: "Summarize customer call into action items"
  domain: "Customer Success & Support"
  roles: ["CSM", "Account Exec"]
  description: "Turn a call or meeting transcript into a concise summary with decisions, action items, owners, and a follow-up email draft."
  inputs: ["call transcript", "attendee list", "account context"]
  outputs: ["meeting summary", "action items with owners", "follow-up email draft"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs", "CRM", "email"]
  frequency: weekly
  trigger: "summarize this customer call into action items and a follow-up email"

- id: eligibility-coverage-summary
  title: "Summarize eligibility response into a coverage note"
  domain: "Customer Success & Support"
  roles: ["Patient Access & Scheduling Coordinator"]
  description: "Turn a benefits/eligibility response into a patient-facing coverage and estimated out-of-pocket note."
  inputs: ["eligibility/benefits response", "fee schedule"]
  outputs: ["Patient coverage summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["practice mgmt", "clearinghouse"]
  frequency: daily
  trigger: "Summarize this patient's coverage and what they'll owe"

- id: pharmacy-formulary-coverage-summary
  title: "Summarize formulary coverage and step-therapy rules"
  domain: "Customer Success & Support"
  roles: ["Pharmacy benefits & prior-authorization investigator"]
  description: "Summarize a drug's plan coverage tier, restrictions and step-therapy requirements for the patient and prescriber."
  inputs: ["Plan formulary", "Prescribed drug", "Patient plan ID"]
  outputs: ["Coverage summary"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Pharmacy management system", "Benefits portal"]
  frequency: daily
  trigger: "Need to know if a drug is covered"

- id: summarize-loss-adjustment-notes
  title: "Summarize loss adjustment field notes"
  domain: "Customer Success & Support"
  roles: ["Crop insurance claims processor"]
  description: "Condense adjuster field notes and measurements into a concise claim summary for the grower file."
  inputs: ["adjuster field notes", "field measurements"]
  outputs: ["claim summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "claims system"]
  frequency: ad-hoc
  trigger: "Adjuster submits field notes"

- id: summarize-kickoff-call
  title: "Summarize onboarding kickoff call"
  domain: "Customer Success & Support"
  roles: ["Customer Onboarding Specialist"]
  description: "Turn a kickoff call transcript into goals, action items, owners, and next steps."
  inputs: ["call transcript"]
  outputs: ["action items list", "recap email draft"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs", "CRM", "email"]
  frequency: weekly
  trigger: "summarize this kickoff call transcript into action items"

- id: summarize-visitor-survey
  title: "Summarize visitor feedback survey results"
  domain: "Customer Success & Support"
  roles: ["Box-office & patron services analyst"]
  description: "Theme open-text comments and tabulate satisfaction scores from post-visit surveys."
  inputs: ["Survey responses"]
  outputs: ["Visitor feedback summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["Survey tool", "Spreadsheet"]
  frequency: monthly
  trigger: "When a survey round closes"

- id: escalation-trend-report
  title: "Summarize weekly escalation trends"
  domain: "Customer Success & Support"
  roles: ["Player support escalations analyst"]
  description: "Aggregate the week's escalations into volume-by-category trends, surface emerging spikes tied to recent patches, and draft an alert summary for the live-ops team."
  inputs: ["Escalation logs", "Patch/release timeline", "Prior-week baselines"]
  outputs: ["Trend summary", "Spike alerts"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Ticketing system", "Document editor"]
  frequency: weekly
  trigger: "End of the support reporting week"

- id: ticket-qa-scorecard
  title: "Support ticket QA scorecard"
  domain: "Customer Success & Support"
  roles: ["QA Analyst", "Support Quality Lead"]
  description: "Score a sample of resolved tickets against the QA rubric (accuracy, tone, resolution, policy compliance) and flag each deduction."
  inputs: ["random sample of resolved tickets", "QA rubric", "policy reference"]
  outputs: ["per-ticket scorecard with flagged misses", "coaching notes by agent"]
  automation: medium
  human_in_loop: spot-check
  tools: ["ticketing", "spreadsheet"]
  frequency: weekly
  trigger: "Grade this week's sample of support tickets against our QA rubric"

- id: support-to-product-feedback-digest
  title: "Support-to-Product feature request digest"
  domain: "Customer Success & Support"
  roles: ["Customer Success Operations Analyst", "Product Liaison"]
  description: "Cluster recurring feature requests and bug mentions from tickets into a tagged digest weighted by frequency and account ARR."
  inputs: ["ticket exports tagged as feedback", "account ARR data"]
  outputs: ["clustered feature-request digest", "top-themes summary for product review"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ticketing", "CRM", "spreadsheet"]
  frequency: monthly
  trigger: "Roll up this month's customer feature requests for the product team"

- id: service-estimate-plain-language
  title: "Translate technician findings into customer estimate"
  domain: "Customer Success & Support"
  roles: ["Service advisor support coordinator"]
  description: "Turn technical inspection notes into a plain-language estimate with parts and labor broken out."
  inputs: ["Multi-point inspection notes", "Parts and labor pricing"]
  outputs: ["Customer-friendly estimate", "Priority recommendations"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Text generator", "Pricing lookup"]
  frequency: daily
  trigger: "when an inspection is completed"

- id: return-request-triage
  title: "Triage and classify return/RMA requests"
  domain: "Customer Success & Support"
  roles: ["Returns/RMA Coordinator"]
  description: "Read incoming return requests, classify reason codes and approve, deny or route per the returns policy."
  inputs: ["return request queue", "order/warranty data", "returns policy"]
  outputs: ["reason-coded decisions", "escalation/exception list"]
  automation: medium
  human_in_loop: approve
  tools: ["ticketing", "ERP", "knowledge base"]
  frequency: daily
  trigger: "triage today's return requests and apply the returns policy"

- id: triage-and-route-constituent-messages
  title: "Triage and route constituent messages"
  domain: "Customer Success & Support"
  roles: ["Constituent Services Representative"]
  description: "Classify incoming constituent emails by topic and urgency and route to the right caseworker or agency."
  inputs: ["constituent emails / messages"]
  outputs: ["categorized and routed queue"]
  automation: high
  human_in_loop: spot-check
  tools: ["ticketing", "CRM", "email"]
  frequency: daily
  trigger: "sort today's constituent inbox by issue and urgency"

- id: triage-and-route-tickets
  title: "Triage and route incoming tickets"
  domain: "Customer Success & Support"
  roles: ["Support Agent", "Support Manager"]
  description: "Classify new tickets by topic, priority, and sentiment, then suggest the right queue or owner per routing rules. Flags urgent or VIP cases."
  inputs: ["ticket text", "routing rules", "product taxonomy", "account tier"]
  outputs: ["category tags", "priority level", "suggested queue or owner"]
  automation: high
  human_in_loop: spot-check
  tools: ["ticketing", "CRM"]
  frequency: daily
  trigger: "categorize and prioritize these new tickets and suggest who to route them to"

- id: triage-work-order-requests
  title: "Triage and Route Incoming Work Orders"
  domain: "Customer Success & Support"
  roles: ["Facilities Work-Order Coordinator"]
  description: "Classify incoming maintenance requests by trade, urgency, and SLA, then assign each to the right vendor queue."
  inputs: ["work-order intake messages"]
  outputs: ["categorized work orders", "vendor assignments"]
  automation: high
  human_in_loop: spot-check
  tools: ["ticketing", "CRM"]
  frequency: daily
  trigger: "Triage today's maintenance requests"

- id: ban-appeal-triage
  title: "Triage cheat and ban appeals into determination drafts"
  domain: "Customer Success & Support"
  roles: ["Trust & safety / anti-cheat operations analyst"]
  description: "Match each appeal to its detection record and policy tier, classify as uphold/overturn/needs-review, and draft the templated response with rationale."
  inputs: ["Appeal queue", "Detection/ban records", "Enforcement policy tiers"]
  outputs: ["Triaged appeal dispositions", "Draft response notes"]
  automation: medium
  human_in_loop: approve
  tools: ["Ticketing system", "Spreadsheet", "Knowledge base"]
  frequency: daily
  trigger: "Ban appeals accumulate in the queue"

- id: ts-content-triage
  title: "Triage flagged content against policy"
  domain: "Customer Success & Support"
  roles: ["Trust & Safety Analyst"]
  description: "Review reported content, match it to policy clauses, and recommend an enforcement action with rationale."
  inputs: ["Flagged content", "Policy library"]
  outputs: ["Action recommendation", "Cited policy clause"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Moderation queue", "Policy knowledge base"]
  frequency: daily
  trigger: "when a content report enters the queue"

- id: triage-inquiries-flag-aes
  title: "Triage medical inquiries and flag adverse events"
  domain: "Customer Success & Support"
  roles: ["Medical Information Specialist"]
  description: "Categorize inbound inquiries, route by topic, and flag any adverse events or product complaints for safety/quality."
  inputs: ["inbound inquiries (email/call logs)"]
  outputs: ["categorized/routed inquiry list", "AE/product-complaint flags"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ticketing", "email"]
  frequency: daily
  trigger: "Triage these inbound medical information inquiries and flag any adverse events"

- id: summarize-tickets-into-faq
  title: "Turn support tickets into FAQ candidates"
  domain: "Customer Success & Support"
  roles: ["Customer Education Manager", "Support Manager"]
  description: "Cluster recurring support questions into FAQ entries with draft answers."
  inputs: ["ticket export"]
  outputs: ["FAQ draft entries"]
  automation: high
  human_in_loop: spot-check
  tools: ["ticketing", "knowledge base"]
  frequency: monthly
  trigger: "find the most common support questions this month and draft FAQ answers"

- id: etr-update-sync
  title: "Update restoration-time messaging as incidents evolve"
  domain: "Customer Success & Support"
  roles: ["Outage communications coordinator"]
  description: "Refresh estimated-time-of-restoration messaging across status page and notifications whenever the incident timeline changes."
  inputs: ["updated ETR", "current incident status", "affected-area data"]
  outputs: ["revised ETR messages", "status-page update draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["incident management system", "status page", "messaging platform"]
  frequency: ad-hoc
  trigger: "when an incident's estimated restoration time changes"

- id: warranty-claim-validation-triage
  title: "Validate and triage incoming warranty claims"
  domain: "Customer Success & Support"
  roles: ["Warranty Claims Analyst"]
  description: "Check claims against coverage terms, in-warranty dates, and policy rules; flag duplicates and out-of-policy claims."
  inputs: ["warranty claim submissions", "coverage terms and date-of-sale data", "claim history"]
  outputs: ["triaged claim queue with decisions", "exceptions flagged for review"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ERP", "CRM", "spreadsheet"]
  frequency: daily
  trigger: "triage today's warranty claims against coverage rules"

- id: validate-shareholder-data-changes
  title: "Validate shareholder static-data change requests"
  domain: "Customer Success & Support"
  roles: ["Transfer Agency Specialist"]
  description: "Check investor address/bank-detail change requests against supporting documentation and flag mismatches."
  inputs: ["change request forms", "supporting documents", "current investor record"]
  outputs: ["validation results with flagged exceptions"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "ticketing", "knowledge base"]
  frequency: daily
  trigger: "check these investor detail change requests against their documents"

- id: write-knowledge-base-article
  title: "Write knowledge base article from resolved ticket"
  domain: "Customer Success & Support"
  roles: ["Support Agent", "Support Manager"]
  description: "Convert a resolved ticket or SME notes into a clear, structured help center article following the style guide, with steps and screenshots placeholders."
  inputs: ["ticket resolution", "product details", "style guide"]
  outputs: ["KB article draft", "suggested title and tags"]
  automation: medium
  human_in_loop: approve
  tools: ["knowledge base", "docs"]
  frequency: weekly
  trigger: "turn this resolved ticket into a help center article"

- id: sox-deficiency-aggregation
  title: "Aggregate control deficiencies by severity"
  domain: "Finance & Accounting"
  roles: ["SOX Controls Tester"]
  description: "Roll up identified deficiencies into a severity-rated log mapped to financial statement assertions and accounts."
  inputs: ["Deficiency findings", "Assertion mapping", "Severity rubric"]
  outputs: ["Deficiency aggregation log", "Severity classification summary"]
  automation: low
  human_in_loop: approve
  tools: ["spreadsheet", "document editor", "risk-control matrix"]
  frequency: quarterly
  trigger: "after testing exceptions are identified"

- id: distribution-waterfall-calc
  title: "Allocate distributions through the waterfall"
  domain: "Finance & Accounting"
  roles: ["Capital-Call & Distribution Administrator"]
  description: "Run proceeds through return-of-capital, preferred return, GP catch-up and carry tiers to compute each LP's distribution."
  inputs: ["Distributable proceeds", "Waterfall terms", "LP capital accounts"]
  outputs: ["Waterfall allocation schedule", "Per-LP distribution amounts"]
  automation: medium
  human_in_loop: approve
  tools: ["Spreadsheet", "Document parser"]
  frequency: ad-hoc
  trigger: "When an exit or income distribution is declared"

- id: production-volume-allocation
  title: "Allocate production volumes to wells and leases"
  domain: "Finance & Accounting"
  roles: ["Production & revenue accountant"]
  description: "Allocate metered volumes to wells and leases and reconcile against run tickets and measurement statements."
  inputs: ["Wellhead/meter volumes", "Run tickets", "Allocation factors"]
  outputs: ["Allocated volume schedule", "Volume imbalance flags"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Allocation tool"]
  frequency: monthly
  trigger: "At the monthly production close"

- id: markdown-margin-analysis
  title: "Analyze promo and markdown margin impact"
  domain: "Finance & Accounting"
  roles: ["Pricing Analyst"]
  description: "Model gross-margin and sell-through impact of a proposed promo or markdown across affected SKUs."
  inputs: ["proposed discount scenario", "cost and margin data", "baseline sales"]
  outputs: ["margin impact summary", "scenario comparison table"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "BI tool"]
  frequency: weekly
  trigger: "model the margin hit of a 30% markdown on clearance apparel"

- id: fema-assemble-documentation-checklist
  title: "Assemble FEMA project documentation checklist"
  domain: "Finance & Accounting"
  roles: ["Grants/FEMA reimbursement coordinator"]
  description: "Build the required-documents checklist for a FEMA Public Assistance project worksheet and flag what is still missing."
  inputs: ["Project worksheet category", "Document inventory"]
  outputs: ["Documentation checklist with gaps"]
  automation: medium
  human_in_loop: spot-check
  tools: ["document management system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "A disaster project is opened for reimbursement"

- id: grant-progress-report-assembly
  title: "Assemble funder progress report from source data"
  domain: "Finance & Accounting"
  roles: ["Research grants administrator"]
  description: "Pull publications, personnel effort, and milestone status into the funder's progress-report template."
  inputs: ["Publication list", "Effort records", "Milestone log", "Funder template"]
  outputs: ["Draft progress report"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Document editor", "Spreadsheet"]
  frequency: quarterly
  trigger: "Time to draft the annual progress report for the funder"

- id: price-change-approval-packet
  title: "Assemble price-change approval packet"
  domain: "Finance & Accounting"
  roles: ["Pricing Analyst"]
  description: "Compile proposed price changes with rationale, margin impact and competitor context into an approval-ready packet."
  inputs: ["proposed price list", "margin analysis", "competitor reference"]
  outputs: ["approval packet/summary", "change log for sign-off"]
  automation: high
  human_in_loop: sign-off
  tools: ["spreadsheet", "presentation tool", "e-signature"]
  frequency: weekly
  trigger: "build the approval packet for this week's price changes"

- id: claims-assembly-prep
  title: "Assemble service claims for submission"
  domain: "Finance & Accounting"
  roles: ["Service authorization & billing clerk"]
  description: "Build billing line items from service logs, match each to the correct authorization and service code, and flag likely rejects before submission."
  inputs: ["Service logs", "Authorization codes", "Payer billing rules"]
  outputs: ["Draft claim batch", "Pre-submission error flags"]
  automation: medium
  human_in_loop: approve
  tools: ["billing system", "coding reference"]
  frequency: weekly
  trigger: "when the billing cycle opens"

- id: assemble-tax-return-filing-package
  title: "Assemble tax return filing package and instructions"
  domain: "Finance & Accounting"
  roles: ["Tax Associate"]
  description: "Compile the e-file or paper return package with a client cover letter, filing instructions and payment vouchers."
  inputs: ["completed return", "client details", "payment/voucher data"]
  outputs: ["filing package", "cover letter and filing instructions"]
  automation: high
  human_in_loop: review-before-send
  tools: ["tax software", "document management"]
  frequency: weekly
  trigger: "Put together the filing package and instructions for this return"

- id: atm-replenishment-cit-reconciliation
  title: "ATM cash replenishment vs. CIT reconciliation"
  domain: "Finance & Accounting"
  roles: ["Branch Operations Officer", "Card Operations Specialist"]
  description: "Match ATM/recycler replenishment records to cash-in-transit manifests and dispensing totals, flagging unreconciled differences."
  inputs: ["ATM dispense report", "CIT manifest", "replenishment log"]
  outputs: ["reconciliation sheet", "exceptions to investigate"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "core banking system"]
  frequency: daily
  trigger: "Reconcile ATM replenishments against the CIT manifests"

- id: modifier-bundling-audit
  title: "Audit claim lines for modifier and bundling edits"
  domain: "Finance & Accounting"
  roles: ["Charge Capture Auditor"]
  description: "Check claim lines for missing or incorrect modifiers and NCCI bundling conflicts before submission."
  inputs: ["claim line items", "NCCI/modifier rules"]
  outputs: ["Flagged edit list with suggested fixes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["practice mgmt", "clearinghouse", "knowledge base"]
  frequency: daily
  trigger: "Check these claims for modifier and bundling errors"

- id: expense-report-policy-audit
  title: "Audit expense reports against T&E policy"
  domain: "Finance & Accounting"
  roles: ["Accountant", "Controller", "AP/AR Clerk"]
  description: "Check submitted expense reports and receipts against the T&E policy and flag missing receipts, over-limit, or non-compliant items."
  inputs: ["expense reports", "attached receipts", "T&E policy document"]
  outputs: ["compliance summary per report", "flagged exceptions with policy citation", "approve/return recommendation"]
  automation: high
  human_in_loop: review-before-send
  tools: ["ERP", "spreadsheet", "email"]
  frequency: weekly
  trigger: "review these expense reports against our travel policy and flag any violations"

- id: floorplan-curtailment-audit
  title: "Audit floorplan aging against curtailment dates"
  domain: "Finance & Accounting"
  roles: ["OEM incentive reconciliation clerk"]
  description: "Flag aged inventory approaching floorplan curtailment and reconcile flooring interest credits."
  inputs: ["Inventory aging report", "Floorplan statement"]
  outputs: ["Curtailment-due list", "Interest-credit reconciliation"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Reconciliation engine"]
  frequency: monthly
  trigger: "when the floorplan statement posts"

- id: audit-freight-invoice-vs-rate-con
  title: "Audit freight invoices against rate confirmations"
  domain: "Finance & Accounting"
  roles: ["Freight/3PL Coordinator"]
  description: "Compare carrier invoices to rate cons and contracted accessorials; flag overcharges, duplicate billing and unauthorized fees."
  inputs: ["carrier invoice", "rate confirmation", "accessorial tariff"]
  outputs: ["audit exception list", "approved-for-pay flag"]
  automation: high
  human_in_loop: spot-check
  tools: ["TMS", "spreadsheet", "ERP"]
  frequency: daily
  trigger: "Audit this week's carrier invoices for overcharges"

- id: participation-audit-review
  title: "Audit participation statements for recoupment discrepancies"
  domain: "Finance & Accounting"
  roles: ["Residuals & participations analyst"]
  description: "Compare reported costs and revenues against contract definitions to flag overstated or misallocated charges."
  inputs: ["Participation statement", "Contract definitions", "Supporting ledgers"]
  outputs: ["Discrepancy findings memo"]
  automation: low
  human_in_loop: review-before-send
  tools: ["spreadsheet", "document analysis tool"]
  frequency: ad-hoc
  trigger: "when reviewing a studio profit statement"

- id: billing-exception-investigation
  title: "Billing exception triage"
  domain: "Finance & Accounting"
  roles: ["Utility Billing Analyst"]
  description: "Triage flagged billing exceptions (estimated reads, rate-schedule mismatches) and propose corrections per tariff rules."
  inputs: ["billing exception report", "tariff schedule", "meter read data"]
  outputs: ["exception disposition notes", "correction proposals"]
  automation: medium
  human_in_loop: approve
  tools: ["ERP", "spreadsheet"]
  frequency: daily
  trigger: "Work through today's billing exceptions"

- id: rolling-cash-flow-forecast
  title: "Build 13-week cash flow forecast"
  domain: "Finance & Accounting"
  roles: ["Financial Analyst", "Controller"]
  description: "Assemble a rolling short-term cash forecast from opening balances, AP, AR, and recurring obligations with scenario notes."
  inputs: ["bank balances", "AP aging", "AR aging", "payroll and recurring schedule"]
  outputs: ["13-week cash forecast", "weekly net position", "low-balance warnings"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "ERP"]
  frequency: weekly
  trigger: "build a 13-week cash flow forecast from these balances and aging reports"

- id: ia-working-paper-build
  title: "Build a control-test working paper"
  domain: "Finance & Accounting"
  roles: ["Internal Audit Associate"]
  description: "Select a sample, document test steps, and record results and exceptions in a standardized working paper."
  inputs: ["Population data", "Control description", "Working paper template"]
  outputs: ["Completed working paper", "Exception list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Audit workpaper tool"]
  frequency: quarterly
  trigger: "when executing a control test"

- id: fni-aftermarket-cancellation-refund-worksheet
  title: "Build aftermarket product cancellation refund worksheet"
  domain: "Finance & Accounting"
  roles: ["Finance & insurance (F&I) clerk"]
  description: "Calculate pro-rated refunds for cancelled GAP, service contracts and add-ons against the loan payoff."
  inputs: ["Product contracts", "Cancellation date", "Loan payoff figures"]
  outputs: ["Refund worksheet", "Lienholder credit memo"]
  automation: medium
  human_in_loop: approve
  tools: ["Spreadsheet", "Calculation engine"]
  frequency: weekly
  trigger: "when a customer cancels a financed product"

- id: build-tax-document-checklist
  title: "Build client tax document checklist"
  domain: "Finance & Accounting"
  roles: ["Tax Preparer"]
  description: "Compare submitted documents against the prior-year return and produce a missing-items request list."
  inputs: ["prior-year return", "received client documents", "organizer"]
  outputs: ["received vs. missing checklist", "client request email"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs", "email", "spreadsheet"]
  frequency: ad-hoc
  trigger: "compare what this client sent against last year's return and list what's still missing"

- id: build-daily-cash-position-report
  title: "Build daily cash position report"
  domain: "Finance & Accounting"
  roles: ["Treasury Analyst"]
  description: "Consolidate opening balances, receipts, and disbursements across accounts into a single cash position view."
  inputs: ["bank balance exports", "expected receipts/payments", "prior-day position"]
  outputs: ["consolidated cash position", "available-funds summary"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "ERP", "BI tool"]
  frequency: daily
  trigger: "consolidate today's bank balances into the daily cash position report"

- id: build-deferred-revenue-schedule
  title: "Build deferred revenue recognition schedule"
  domain: "Finance & Accounting"
  roles: ["Accountant", "Controller", "Financial Analyst"]
  description: "Spread invoiced amounts across service periods, compute the period's revenue release, and produce the deferred revenue waterfall."
  inputs: ["Invoiced contract amounts", "Service start and end dates", "Revenue recognition policy"]
  outputs: ["Deferred revenue waterfall", "Revenue recognition journal entry", "Period revenue summary"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "ERP"]
  frequency: monthly
  trigger: "spread these contracts over their service periods and give me this month's revenue to recognize"

- id: port-pda-estimate
  title: "Build proforma disbursement account estimate from tariffs"
  domain: "Finance & Accounting"
  roles: ["Port-agency coordinator"]
  description: "Estimate port call costs by applying published port and service tariffs to the vessel's particulars and stay."
  inputs: ["vessel particulars", "port tariffs"]
  outputs: ["proforma disbursement account"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "document editor"]
  frequency: ad-hoc
  trigger: "Principal asked for a cost estimate for an upcoming call"

- id: adfund-contribution-calc
  title: "Calculate ad-fund and co-op contributions per unit"
  domain: "Finance & Accounting"
  roles: ["Royalty & fee reconciliation clerk", "Ad-fund / co-op marketing coordinator"]
  description: "Compute each unit's required marketing-fund contribution from reported sales and the contribution rate schedule."
  inputs: ["per-unit sales", "contribution rate schedule"]
  outputs: ["contribution schedule"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "accounting system"]
  frequency: monthly
  trigger: "At each monthly fund close"

- id: calculate-annual-cam-reconciliation-by-tenant
  title: "Calculate annual CAM reconciliation by tenant"
  domain: "Finance & Accounting"
  roles: ["CAM Reconciliation Analyst"]
  description: "Compare actual operating expenses to estimated charges and compute each tenant's pro-rata true-up or credit."
  inputs: ["operating expense ledger", "tenant pro-rata shares", "estimated CAM charges"]
  outputs: ["CAM reconciliation worksheet", "true-up amounts"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "ERP"]
  frequency: quarterly
  trigger: "Run the CAM reconciliation for this property"

- id: calculate-demurrage-detention-charges
  title: "Calculate demurrage and detention charges"
  domain: "Finance & Accounting"
  roles: ["Demurrage & Detention Claims Analyst"]
  description: "Compute free-time, demurrage and detention from gate-in/gate-out timestamps and free-day rules per container."
  inputs: ["gate-in/gate-out timestamps", "free-time terms", "tariff rates"]
  outputs: ["charge calculation", "exception flags"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "TMS"]
  frequency: daily
  trigger: "Calculate detention owed on these containers"

- id: residuals-calculation
  title: "Calculate guild residuals from reuse and rerun data"
  domain: "Finance & Accounting"
  roles: ["Residuals & participations analyst"]
  description: "Apply guild formulas to exhibition and reuse data to compute residuals owed per performer and writer."
  inputs: ["Exhibition and reuse data", "Guild rate schedules", "Cast and crew list"]
  outputs: ["Residuals calculation worksheet"]
  automation: medium
  human_in_loop: sign-off
  tools: ["spreadsheet", "calculation engine"]
  frequency: monthly
  trigger: "when reuse data is reported for a title"

- id: demurrage-laytime-statement
  title: "Calculate laytime used and prepare laytime statement"
  domain: "Finance & Accounting"
  roles: ["Demurrage and laytime analyst"]
  description: "Apply charter party laytime terms to statement-of-facts events to compute time used versus allowed."
  inputs: ["statement of facts", "charter party terms"]
  outputs: ["laytime statement"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "document editor"]
  frequency: ad-hoc
  trigger: "Statement of facts and charter party are ready for a laytime calc"

- id: covenant-compliance-certificate-prep
  title: "Calculate loan covenants and draft the bank compliance certificate"
  domain: "Finance & Accounting"
  roles: ["FP&A Analyst", "Treasury Analyst", "Controller"]
  description: "Compute financial covenant ratios (leverage, DSCR, fixed-charge) from the GL and populate the lender's compliance certificate with the period's figures."
  inputs: ["Period trial balance / GL extract from ERP", "Credit-agreement covenant definitions", "Prior-period certificate template"]
  outputs: ["Covenant ratio worksheet with calc trail", "Drafted compliance certificate", "Headroom/breach flag note"]
  automation: medium
  human_in_loop: sign-off
  tools: ["ERP", "spreadsheet", "e-signature"]
  frequency: quarterly
  trigger: "Calculate this quarter's covenant ratios and prep the lender compliance certificate"

- id: calculate-margin-calls
  title: "Calculate margin calls and draft notices"
  domain: "Finance & Accounting"
  roles: ["Collateral Management Analyst"]
  description: "Compute margin call amounts from exposure and collateral values and draft the call notices."
  inputs: ["exposure data", "collateral valuations", "agreement thresholds"]
  outputs: ["margin call amounts", "draft margin call notices"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "email", "ERP"]
  frequency: daily
  trigger: "work out today's margin calls and draft the notices"

- id: estimate-out-of-pocket-calc
  title: "Calculate patient out-of-pocket treatment estimate"
  domain: "Finance & Accounting"
  roles: ["Treatment-plan estimate coordinator"]
  description: "Compute patient cost from fee schedule, plan coverage percentages and remaining benefit for each planned procedure."
  inputs: ["Treatment plan", "Fee schedule", "Coverage breakdown"]
  outputs: ["Out-of-pocket estimate"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Practice management system", "Spreadsheet"]
  frequency: daily
  trigger: "A patient needs a cost estimate"

- id: payee-statement-generation
  title: "Calculate payee splits and generate royalty statements"
  domain: "Finance & Accounting"
  roles: ["Royalty accounting analyst"]
  description: "Apply contract split percentages to net receipts and produce per-payee statements with recoupment balances carried forward."
  inputs: ["Matched royalty data", "Split agreements", "Advance and recoupment ledger"]
  outputs: ["Payee royalty statements", "Payment schedule"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "accounting system", "document generator"]
  frequency: quarterly
  trigger: "at the close of a royalty period"

- id: permits-calculate-fees-from-valuation
  title: "Calculate permit fees from project valuation"
  domain: "Finance & Accounting"
  roles: ["Permits & licensing clerk"]
  description: "Apply the adopted fee schedule to a project's valuation and scope to compute permit, plan-review, and impact fees."
  inputs: ["Project valuation and scope", "Adopted fee schedule"]
  outputs: ["Itemized fee calculation"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "fee schedule reference"]
  frequency: daily
  trigger: "An application is ready for fee assessment"

- id: endorsement-premium-calculation
  title: "Calculate pro-rata premium for endorsements"
  domain: "Finance & Accounting"
  roles: ["Policy Administration Clerk"]
  description: "Process a mid-term policy change and calculate the pro-rata or short-rate premium adjustment."
  inputs: ["Endorsement request", "Current policy terms", "Rate tables"]
  outputs: ["Premium adjustment calculation", "Endorsement summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["policy administration system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Work out the pro-rata premium for this mid-term change."

- id: calculate-sales-commission-statements
  title: "Calculate sales commission statements"
  domain: "Finance & Accounting"
  roles: ["Financial Analyst", "Accountant", "Bookkeeper"]
  description: "Apply the commission plan to closed deals, compute payouts per rep with accelerators and clawbacks, and draft statements."
  inputs: ["Closed-won deals report", "Commission plan rules", "Quota and attainment data"]
  outputs: ["Per-rep commission statements", "Commission accrual summary", "Payout register"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "CRM", "ERP"]
  frequency: monthly
  trigger: "calculate this month's commissions for each rep using our comp plan and the closed deals"

- id: card-settlement-interchange-reconciliation
  title: "Card scheme settlement and interchange reconciliation"
  domain: "Finance & Accounting"
  roles: ["Card Operations Specialist"]
  description: "Reconcile daily scheme settlement files to internal transaction totals and flag interchange/fee variances by category."
  inputs: ["scheme settlement file", "internal transaction log", "fee schedule"]
  outputs: ["reconciliation report", "variance flags"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "core banking system"]
  frequency: daily
  trigger: "Reconcile today's card scheme settlement file"

- id: categorize-claim-denials
  title: "Categorize and route denied claims"
  domain: "Finance & Accounting"
  roles: ["Claims Denial & Appeals Specialist"]
  description: "Group denied claims by denial reason code and route each to the correct rework or appeal workflow."
  inputs: ["Denial / remittance file", "Denial reason code key", "Routing rules"]
  outputs: ["Categorized denial worklist", "Routing assignments"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "EHR", "ticketing"]
  frequency: daily
  trigger: "Sort today's denials by reason and route them"

- id: vendor-spend-analysis
  title: "Categorize and summarize vendor spend"
  domain: "Finance & Accounting"
  roles: ["Financial Analyst", "Accountant", "Procurement Specialist"]
  description: "Group AP spend by vendor and category, flag duplicates and concentration, and surface cost-saving candidates."
  inputs: ["AP transaction export", "vendor master", "category mapping"]
  outputs: ["spend-by-category summary", "top-vendor concentration view", "duplicate and savings flags"]
  automation: high
  human_in_loop: spot-check
  tools: ["ERP", "BI tool", "spreadsheet"]
  frequency: monthly
  trigger: "summarize our vendor spend by category and flag where we're concentrated"

- id: onchain-tx-categorize
  title: "Categorize treasury transactions for accounting"
  domain: "Finance & Accounting"
  roles: ["Treasury reconciliation analyst"]
  description: "Label raw on-chain transactions (gas, staking rewards, bridge transfers) against the chart of accounts."
  inputs: ["raw on-chain transactions", "chart of accounts"]
  outputs: ["labeled transaction set"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["blockchain analytics tool", "accounting system"]
  frequency: weekly
  trigger: "before the weekly close"

- id: check-debt-covenant-compliance
  title: "Check debt covenant compliance"
  domain: "Finance & Accounting"
  roles: ["Treasury Analyst"]
  description: "Calculate covenant ratios from the latest financials against loan terms and draft the compliance certificate summary."
  inputs: ["financial statements", "loan agreement covenant terms", "covenant calc template"]
  outputs: ["covenant ratio calculations", "compliance status summary"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "docs"]
  frequency: quarterly
  trigger: "calculate our debt covenant ratios this quarter and flag any breaches"

- id: travel-policy-compliance-check
  title: "Check trip bookings against travel policy"
  domain: "Finance & Accounting"
  roles: ["Corporate Travel Coordinator"]
  description: "Compare fares, hotel rates and class of service to policy thresholds and flag exceptions that need approval."
  inputs: ["booking details", "corporate travel policy"]
  outputs: ["compliance flags", "exception list"]
  automation: high
  human_in_loop: approve
  tools: ["spreadsheet", "knowledge base"]
  frequency: daily
  trigger: "Does this trip booking comply with our travel policy?"

- id: classify-recoverable-vs-non-recoverable-expenses
  title: "Classify recoverable vs non-recoverable expenses"
  domain: "Finance & Accounting"
  roles: ["CAM Reconciliation Analyst"]
  description: "Review the expense ledger against lease recovery clauses and tag each line as recoverable or excluded."
  inputs: ["expense ledger", "lease recovery clauses"]
  outputs: ["classified expense list", "exclusion notes"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "knowledge base"]
  frequency: quarterly
  trigger: "Sort these operating expenses into recoverable and non-recoverable"

- id: production-expense-coding
  title: "Code production expenses to budget cost codes"
  domain: "Finance & Accounting"
  roles: ["Production accountant"]
  description: "Classify invoices and purchase orders to the correct production cost code and department for the budget topsheet."
  inputs: ["Vendor invoices", "Purchase orders", "Chart of cost codes"]
  outputs: ["Coded expense entries"]
  automation: medium
  human_in_loop: spot-check
  tools: ["accounting system", "spreadsheet", "OCR tool"]
  frequency: daily
  trigger: "as production invoices come in"

- id: compile-production-wrap-report
  title: "Compile and reconcile production wrap/expense report"
  domain: "Finance & Accounting"
  roles: ["Production Coordinator"]
  description: "Reconcile receipts, rate cards and the approved budget into a wrap report flagging overages and missing docs."
  inputs: ["Receipts and invoices", "Approved budget and rate cards", "Crew timesheets"]
  outputs: ["Reconciled wrap report", "List of overages and missing receipts"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "ERP"]
  frequency: ad-hoc
  trigger: "Reconcile the wrap report for last week's production"

- id: audit-pbc-package-prep
  title: "Compile audit prepared-by-client package"
  domain: "Finance & Accounting"
  roles: ["Controller", "Accountant"]
  description: "Assemble requested audit schedules, tie supporting documents to the trial balance, and track outstanding PBC items."
  inputs: ["auditor PBC request list", "trial balance", "supporting schedules and documents"]
  outputs: ["organized PBC package", "tie-out summary", "outstanding request tracker"]
  automation: medium
  human_in_loop: sign-off
  tools: ["docs", "ERP", "spreadsheet"]
  frequency: quarterly
  trigger: "compile the audit PBC package and tell me which items are still missing"

- id: compile-ifta-mileage-by-jurisdiction
  title: "Compile IFTA mileage-by-jurisdiction for fuel tax"
  domain: "Finance & Accounting"
  roles: ["Fleet Administrator"]
  description: "Aggregate miles and fuel purchases by jurisdiction into a quarterly IFTA filing worksheet."
  inputs: ["trip/mileage logs", "fuel purchase records"]
  outputs: ["IFTA jurisdiction worksheet", "filing summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "TMS"]
  frequency: quarterly
  trigger: "Build the IFTA worksheet for Q2"

- id: jv-audit-response-packet
  title: "Compile JV audit exception response packet"
  domain: "Finance & Accounting"
  roles: ["Joint-venture (JV) accountant"]
  description: "Assemble supporting documents and draft responses to partner audit exceptions on prior-period joint account charges."
  inputs: ["Partner audit exception list", "Source invoices and charge detail"]
  outputs: ["Audit response packet", "Drafted exception rebuttals"]
  automation: low
  human_in_loop: approve
  tools: ["Document repository", "Spreadsheet", "Word processor"]
  frequency: quarterly
  trigger: "When a JV partner issues audit exceptions"

- id: client-media-billing-statement
  title: "Compile the client media billing reconciliation statement"
  domain: "Finance & Accounting"
  roles: ["Media buying reconciliation analyst"]
  description: "Roll up reconciled vendor costs, agency commission and fees into a client-ready monthly billing statement."
  inputs: ["Reconciled vendor costs", "Fee/commission schedule"]
  outputs: ["Client billing statement", "Backup detail appendix"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "billing system"]
  frequency: monthly
  trigger: "at monthly client billing close"

- id: w2g-jackpot-compilation
  title: "Compile W-2G data for taxable jackpot payouts"
  domain: "Finance & Accounting"
  roles: ["Casino gaming incident & surveillance report analyst"]
  description: "Assemble large-payout records into W-2G tax form data and flag missing patron tax details."
  inputs: ["Jackpot payout records", "Patron tax identity data"]
  outputs: ["W-2G draft data", "Missing-info list"]
  automation: high
  human_in_loop: approve
  tools: ["spreadsheet", "tax form system"]
  frequency: daily
  trigger: "A jackpot exceeds the reportable payout threshold"

- id: dr-incentive-settlement
  title: "Demand response incentive settlement"
  domain: "Finance & Accounting"
  roles: ["Demand Response Program Coordinator"]
  description: "Calculate participant incentive payments from measured curtailment and reconcile against program rules."
  inputs: ["curtailment measurement data", "incentive rate schedule"]
  outputs: ["incentive payment worksheet"]
  automation: medium
  human_in_loop: approve
  tools: ["ERP", "spreadsheet"]
  frequency: monthly
  trigger: "Calculate DR incentive payouts for this month"

- id: meter-read-exception-detection
  title: "Detect meter-read billing exceptions"
  domain: "Finance & Accounting"
  roles: ["Metering & billing analyst"]
  description: "Scan imported meter reads for zero reads, negative consumption, and estimate-vs-actual spikes, then compile an exception list for review."
  inputs: ["meter-read import", "prior-period consumption history", "exception thresholds"]
  outputs: ["meter-read exception list", "anomaly notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["metering data system", "spreadsheet"]
  frequency: daily
  trigger: "after the nightly meter-read import completes"

- id: draft-13-week-cash-forecast
  title: "Draft 13-week cash flow forecast"
  domain: "Finance & Accounting"
  roles: ["Treasury Analyst"]
  description: "Project weekly inflows and outflows from AR/AP and payroll schedules and summarize liquidity risks."
  inputs: ["AR aging", "AP aging", "payroll and debt schedules", "current cash balances"]
  outputs: ["13-week forecast model", "liquidity risk notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "ERP", "docs"]
  frequency: weekly
  trigger: "build a 13-week cash forecast from our AR, AP, and payroll schedules"

- id: budget-justification-narrative
  title: "Draft a budget justification narrative"
  domain: "Finance & Accounting"
  roles: ["Government Budget Analyst"]
  description: "Translate program funding changes into a justification narrative explaining increases/decreases and linking dollars to mission outputs."
  inputs: ["current vs prior budget", "program performance data"]
  outputs: ["justification narrative"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "spreadsheet"]
  frequency: quarterly
  trigger: "write the budget justification for this program change"

- id: federal-financial-report-draft
  title: "Draft a federal financial report from ledger data"
  domain: "Finance & Accounting"
  roles: ["Grants Management Specialist"]
  description: "Populate a periodic federal financial report from accounting ledgers, reconciling drawdowns, expenditures and remaining balance against the award."
  inputs: ["general ledger export", "award budget", "prior report"]
  outputs: ["draft financial report", "reconciliation notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ERP", "spreadsheet"]
  frequency: quarterly
  trigger: "draft the federal financial report for this grant period"

- id: grant-budget-narrative-drafting
  title: "Draft a grant budget narrative against allowable-cost rules"
  domain: "Finance & Accounting"
  roles: ["Grants Management Specialist"]
  description: "Turn a line-item budget into a justification narrative, checking categories against Uniform Guidance allowable, allocable and indirect-cost rules."
  inputs: ["line-item budget", "allowable cost rules", "indirect rate agreement"]
  outputs: ["budget narrative", "unallowable-cost flags"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "document editor", "knowledge base"]
  frequency: ad-hoc
  trigger: "write the budget narrative for this grant application"

- id: draft-and-track-audit-confirmations
  title: "Draft and track audit confirmation letters"
  domain: "Finance & Accounting"
  roles: ["Audit Senior"]
  description: "Generate bank, receivable and legal confirmation letters from the client list and maintain a sent/received tracking log."
  inputs: ["confirmation recipient list", "account/balance data", "firm confirmation templates"]
  outputs: ["confirmation letters", "response tracking log"]
  automation: high
  human_in_loop: review-before-send
  tools: ["audit software", "spreadsheet", "email"]
  frequency: quarterly
  trigger: "Prepare the bank and AR confirmations for this engagement"

- id: ar-collections-dunning-emails
  title: "Draft AR collections emails from aging"
  domain: "Finance & Accounting"
  roles: ["AP/AR Clerk", "Accountant"]
  description: "Generate tiered, tone-appropriate dunning emails for overdue customers based on the aging report and prior contact."
  inputs: ["AR aging report", "customer contact list", "prior collection notes", "payment terms"]
  outputs: ["per-customer draft emails by aging bucket", "prioritized follow-up list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["ERP", "CRM", "email"]
  frequency: weekly
  trigger: "draft collection emails for everyone past 30 days on the aging report"

- id: draft-audit-lead-schedule
  title: "Draft audit lead schedule from trial balance"
  domain: "Finance & Accounting"
  roles: ["Audit Associate"]
  description: "Tie trial balance accounts to lead schedules and flag year-over-year variances above a threshold for follow-up."
  inputs: ["current trial balance", "prior-year balances", "materiality threshold"]
  outputs: ["lead schedule with variance flags", "list of accounts to test"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "ERP", "docs"]
  frequency: quarterly
  trigger: "build a lead schedule from this trial balance and flag variances vs last year"

- id: back-billing-adjustment-memo
  title: "Draft back-billing adjustment summary"
  domain: "Finance & Accounting"
  roles: ["Metering & billing analyst"]
  description: "Assemble a back-billing or adjustment memo with affected period, corrected reads, and estimated dollar impact when a metering error is confirmed."
  inputs: ["confirmed metering error details", "corrected reads", "applicable rate"]
  outputs: ["adjustment memo draft", "dollar-impact estimate"]
  automation: low
  human_in_loop: sign-off
  tools: ["billing system", "document editor"]
  frequency: ad-hoc
  trigger: "when a metering error is confirmed"

- id: draft-book-to-tax-adjustment-workpaper
  title: "Draft book-to-tax adjustment workpaper"
  domain: "Finance & Accounting"
  roles: ["Tax Associate"]
  description: "Convert the trial balance into a draft book-to-tax reconciliation, proposing standard M-1 adjustments for reviewer sign-off."
  inputs: ["trial balance", "prior-year tax workpapers", "adjustment rules"]
  outputs: ["book-to-tax schedule", "proposed adjustments list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["tax software", "spreadsheet"]
  frequency: quarterly
  trigger: "Start the book-to-tax workpaper from this trial balance"

- id: draft-budget-variance-commentary
  title: "Draft budget vs. actuals variance commentary"
  domain: "Finance & Accounting"
  roles: ["FP&A Analyst"]
  description: "Compare period actuals to budget/forecast and write the narrative explaining each material variance."
  inputs: ["actuals export from ERP", "budget/forecast spreadsheet", "prior-period commentary"]
  outputs: ["variance table", "written commentary by line item"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "ERP", "BI tool", "docs"]
  frequency: monthly
  trigger: "explain the variances in this month's budget vs actuals and draft the commentary"

- id: draft-cam-true-up-statements-to-tenants
  title: "Draft CAM true-up statements to tenants"
  domain: "Finance & Accounting"
  roles: ["CAM Reconciliation Analyst"]
  description: "Generate per-tenant reconciliation statements explaining the true-up or credit with a supporting breakdown."
  inputs: ["reconciliation worksheet", "tenant contacts"]
  outputs: ["CAM statement letters"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "email"]
  frequency: quarterly
  trigger: "Draft the CAM true-up letters for tenants"

- id: draft-client-tax-summary-letter
  title: "Draft client tax results summary letter"
  domain: "Finance & Accounting"
  roles: ["Tax Preparer"]
  description: "Write a plain-language letter explaining the refund/balance due, estimated payments, and key changes."
  inputs: ["completed return summary", "prior-year comparison", "estimated payment schedule"]
  outputs: ["client letter draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "email"]
  frequency: ad-hoc
  trigger: "draft a letter explaining this client's return results and their estimated payments"

- id: draft-credit-memo
  title: "Draft credit memo and risk assessment"
  domain: "Finance & Accounting"
  roles: ["Credit Analyst"]
  description: "Synthesize spreads, collateral, and qualitative factors into an underwriting memo with a risk rating rationale."
  inputs: ["spread financials", "loan request details", "collateral and industry notes"]
  outputs: ["credit memo draft", "risk rating rationale"]
  automation: medium
  human_in_loop: approve
  tools: ["docs", "spreadsheet", "knowledge base"]
  frequency: ad-hoc
  trigger: "draft a credit memo for this borrower based on the spreads and loan request"

- id: draft-demurrage-dispute-letters
  title: "Draft demurrage and detention dispute letters"
  domain: "Finance & Accounting"
  roles: ["Demurrage & Detention Claims Analyst"]
  description: "Draft dispute letters citing free-time terms and supporting timestamps to contest incorrect demurrage charges."
  inputs: ["disputed invoice", "gate/appointment evidence", "contract terms"]
  outputs: ["dispute letter", "evidence summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["email", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Draft a dispute for the demurrage charge on container MSCU123"

- id: draft-expense-report-from-receipts
  title: "Draft expense report from receipts"
  domain: "Finance & Accounting"
  roles: ["Knowledge Worker", "Executive Assistant", "Sales Representative"]
  description: "Read receipts, extract vendor/date/amount, categorize against policy, and fill the expense report ready to submit."
  inputs: ["receipt images or PDFs", "expense policy", "trip or project code"]
  outputs: ["completed expense report", "categorized line items"]
  automation: high
  human_in_loop: review-before-send
  tools: ["expense management system", "spreadsheet", "email"]
  frequency: monthly
  trigger: "Put my receipts from the Berlin trip into an expense report"

- id: draft-financial-aid-award-letter
  title: "Draft financial-aid award package letters"
  domain: "Finance & Accounting"
  roles: ["Financial-Aid Counselor"]
  description: "Assemble award figures into a personalized letter explaining grants, loans, and net cost of attendance."
  inputs: ["aid eligibility data", "cost of attendance", "award amounts"]
  outputs: ["draft award letter with cost breakdown"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["SIS", "spreadsheet", "email"]
  frequency: monthly
  trigger: "Draft this student's financial aid award letter"

- id: draft-grant-budget-justification
  title: "Draft grant budget and justification narrative"
  domain: "Finance & Accounting"
  roles: ["Grants & Contracts Administrator"]
  description: "Build a line-item budget from the RFP rules and write the justification narrative for each cost category."
  inputs: ["funder RFP/guidelines", "project scope", "personnel and cost estimates"]
  outputs: ["budget table", "budget justification narrative"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "docs"]
  frequency: ad-hoc
  trigger: "draft a grant budget and justification from this RFP and our project scope"

- id: draft-grant-budget-narrative
  title: "Draft grant budget narrative"
  domain: "Finance & Accounting"
  roles: ["Research Administrator"]
  description: "Turn a budget spreadsheet into the funder-required budget justification narrative and check it against funder rules."
  inputs: ["budget spreadsheet", "funder budget guidelines", "personnel rates"]
  outputs: ["budget justification narrative", "compliance checklist notes"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "write the budget justification for this grant from the budget spreadsheet and funder rules"

- id: draft-grant-progress-and-compliance-report
  title: "Draft grant progress and compliance report"
  domain: "Finance & Accounting"
  roles: ["Grants Management Specialist"]
  description: "Compile expenditure and milestone data into the funder's required progress report template."
  inputs: ["spend data", "milestone tracker", "funder report template"]
  outputs: ["draft grant progress report"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "ERP", "knowledge base"]
  frequency: quarterly
  trigger: "draft the Q2 report for the federal transit grant"

- id: draft-grant-financial-report
  title: "Draft interim grant financial report"
  domain: "Finance & Accounting"
  roles: ["Grants & Contracts Administrator"]
  description: "Compile actual spend against the approved budget by category and draft the funder financial report narrative."
  inputs: ["expense ledger", "approved grant budget", "funder report template"]
  outputs: ["budget-to-actual report", "narrative draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "ERP", "docs"]
  frequency: quarterly
  trigger: "prepare the interim financial report comparing grant spend to the approved budget"

- id: cash-call-notice-draft
  title: "Draft JV partner cash-call notices"
  domain: "Finance & Accounting"
  roles: ["Joint-venture (JV) accountant"]
  description: "Generate cash-call notices to partners from approved AFEs and working interest shares with amounts and due dates."
  inputs: ["Approved AFE", "Working interest splits", "Cash-call template"]
  outputs: ["Per-partner cash-call notices", "Funding schedule summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Document generator", "Spreadsheet", "Email client"]
  frequency: ad-hoc
  trigger: "When an AFE is approved and funding is needed"

- id: medical-necessity-letter
  title: "Draft medical-necessity justification letter"
  domain: "Finance & Accounting"
  roles: ["Prior Authorization Coordinator"]
  description: "Generate a medical-necessity narrative from chart notes mapped to the payer's coverage criteria."
  inputs: ["chart notes", "payer coverage criteria"]
  outputs: ["Medical-necessity letter draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["EHR", "knowledge base"]
  frequency: daily
  trigger: "Draft a medical necessity letter for this auth request"

- id: month-end-accrual-je-drafting
  title: "Draft month-end accrual journal entries from open POs"
  domain: "Finance & Accounting"
  roles: ["Staff Accountant", "GL Accountant", "Accounting Manager"]
  description: "Estimate unbilled expenses from open POs and recurring prior-period patterns, and draft accrual journal entries with narrative support."
  inputs: ["Open PO and goods-receipt report from ERP", "Prior-period accrual entries", "Vendor invoice cadence history"]
  outputs: ["Draft accrual JEs with account coding", "Per-entry support narrative", "Reversal schedule for next period"]
  automation: low
  human_in_loop: approve
  tools: ["ERP", "spreadsheet"]
  frequency: monthly
  trigger: "Draft this month's accrual entries from our open POs and recurring expenses"

- id: board-financial-summary-deck
  title: "Draft monthly financial summary for leadership"
  domain: "Finance & Accounting"
  roles: ["Financial Analyst", "Controller"]
  description: "Turn the monthly close numbers into a leadership summary deck outline with KPIs, highlights, and risks."
  inputs: ["monthly P&L and balance sheet", "KPI metrics", "prior month deck"]
  outputs: ["summary deck outline", "KPI highlight bullets", "risks and call-out notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "BI tool", "spreadsheet"]
  frequency: monthly
  trigger: "draft the monthly finance summary deck from this close package"

- id: past-due-royalty-reminders
  title: "Draft past-due royalty and fee reminders"
  domain: "Finance & Accounting"
  roles: ["Royalty & fee reconciliation clerk"]
  description: "Identify late or short royalty and ad-fund payments and prepare per-franchisee dunning reminders."
  inputs: ["aging report", "payment records", "reminder template"]
  outputs: ["draft reminder notices"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["accounting system", "email", "template library"]
  frequency: weekly
  trigger: "When a royalty payment is overdue"

- id: draft-payer-appeal-letters
  title: "Draft payer appeal letters for denied claims"
  domain: "Finance & Accounting"
  roles: ["Claims Denial & Appeals Specialist"]
  description: "Draft appeal letters citing medical necessity and relevant policy language for each denied claim."
  inputs: ["Denial details", "Clinical documentation", "Payer policy references"]
  outputs: ["Draft appeal letter with citations"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "email", "EHR"]
  frequency: daily
  trigger: "Draft an appeal for this denied claim"

- id: payer-appeal-letter-draft
  title: "Draft payer-specific denial appeal letters"
  domain: "Finance & Accounting"
  roles: ["Denial Management Specialist"]
  description: "Generate a payer-tailored appeal letter from the denial reason, claim data, and chart notes, citing relevant policy."
  inputs: ["denial reason code", "claim details", "clinical documentation", "payer policy"]
  outputs: ["Appeal letter draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["practice mgmt", "EHR", "knowledge base", "email"]
  frequency: daily
  trigger: "Write an appeal for this denied claim"

- id: earned-value-billing-draft
  title: "Draft percent-complete client invoices for fee-based projects"
  domain: "Finance & Accounting"
  roles: ["Project Accounting Analyst"]
  description: "Apply each phase's percent-complete to its lump-sum fee, deduct prior billings, and assemble draft invoices with backup."
  inputs: ["contract fee schedule", "percent-complete by phase", "prior invoices"]
  outputs: ["draft invoices", "billing backup"]
  automation: medium
  human_in_loop: approve
  tools: ["billing system", "spreadsheet"]
  frequency: monthly
  trigger: "It's billing week"

- id: phased-treatment-presentation
  title: "Draft phased treatment plan with payment options"
  domain: "Finance & Accounting"
  roles: ["Treatment-plan estimate coordinator"]
  description: "Assemble a sequenced treatment presentation with per-phase costs and payment-plan choices for a large case."
  inputs: ["Treatment plan", "Out-of-pocket estimate", "Payment-plan terms"]
  outputs: ["Treatment plan presentation"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Document generator", "Practice management system"]
  frequency: ad-hoc
  trigger: "A patient is reviewing a large case"

- id: capital-call-notice-draft
  title: "Draft pro-rata capital call notices"
  domain: "Finance & Accounting"
  roles: ["Capital-Call & Distribution Administrator"]
  description: "Compute each LP's pro-rata share of a call and populate notice templates with amounts, due dates and wire details."
  inputs: ["Commitment schedule", "Call amount & purpose", "Notice template"]
  outputs: ["Per-LP capital call notices", "Call summary schedule"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Document editor", "Mail merge"]
  frequency: ad-hoc
  trigger: "When a capital call is approved"

- id: journal-entry-drafting
  title: "Draft recurring and accrual journal entries"
  domain: "Finance & Accounting"
  roles: ["Accountant", "Bookkeeper"]
  description: "Prepare recurring, accrual, and prepaid journal entries with calculated amounts and supporting backup for approval."
  inputs: ["amortization and accrual schedules", "prior period entries", "supporting invoices"]
  outputs: ["draft journal entries with debits/credits", "supporting calculation notes", "GL account references"]
  automation: medium
  human_in_loop: approve
  tools: ["ERP", "spreadsheet"]
  frequency: monthly
  trigger: "draft this month's accrual and prepaid journal entries from these schedules"

- id: grants-draft-reimbursement-narrative
  title: "Draft reimbursement progress narrative"
  domain: "Finance & Accounting"
  roles: ["Grants/FEMA reimbursement coordinator"]
  description: "Write the progress narrative for a reimbursement request summarizing work completed and costs incurred against the award scope."
  inputs: ["Project status", "Expense summary"]
  outputs: ["Narrative report draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document template library", "spreadsheet"]
  frequency: monthly
  trigger: "A reimbursement claim period closes"

- id: draft-tax-authority-notice-response
  title: "Draft response to a tax-authority notice"
  domain: "Finance & Accounting"
  roles: ["Tax Associate"]
  description: "Match a tax notice to the filed return and client facts, then draft a reply letter addressing each issue the notice raises."
  inputs: ["tax notice", "filed return data", "client correspondence"]
  outputs: ["draft response letter", "supporting-doc checklist"]
  automation: medium
  human_in_loop: sign-off
  tools: ["tax software", "document management"]
  frequency: ad-hoc
  trigger: "Draft a response to this tax notice for the client"

- id: draft-ebilling-rejection-appeals
  title: "Draft responses to e-billing rejections and appeals"
  domain: "Finance & Accounting"
  roles: ["Billing & Timekeeping Coordinator"]
  description: "Read e-billing reduction/rejection reason codes and draft line-item appeal narratives justifying the disputed charges."
  inputs: ["e-billing rejection reason codes", "original invoice lines", "engagement terms"]
  outputs: ["appeal narratives", "resubmission notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["e-billing system", "email"]
  frequency: weekly
  trigger: "Write an appeal for these rejected invoice lines"

- id: escheatment-due-diligence-letters
  title: "Draft unclaimed-property due-diligence letters before escheatment"
  domain: "Finance & Accounting"
  roles: ["Staff Accountant", "Accounting Manager", "Compliance Analyst"]
  description: "Identify dormant credit balances and stale-dated checks nearing the state dormancy period, then draft owner outreach letters before remitting."
  inputs: ["Aged AP/AR and outstanding-check report from ERP", "State dormancy-period rules from knowledge base", "Vendor/customer contact records"]
  outputs: ["List of items by state with reach-back deadlines", "Draft due-diligence letters per owner", "Items-to-escheat summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ERP", "spreadsheet", "email", "knowledge base"]
  frequency: quarterly
  trigger: "Pull dormant credit balances and draft the unclaimed-property due-diligence letters for this cycle"

- id: draft-workpaper-tieout-variance-memo
  title: "Draft workpaper tie-out and variance memos"
  domain: "Finance & Accounting"
  roles: ["Audit Senior"]
  description: "Write the narrative for a workpaper: explain the tie-out, account variances and any exceptions noted from the supporting schedules."
  inputs: ["supporting schedules", "prior vs current figures", "tie-out results"]
  outputs: ["workpaper memo", "exception notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["audit software", "spreadsheet"]
  frequency: monthly
  trigger: "Write the variance explanation memo for this workpaper"

- id: invoice-data-extraction-and-coding
  title: "Extract and GL-code vendor invoices"
  domain: "Finance & Accounting"
  roles: ["AP/AR Clerk", "Bookkeeper", "Accountant"]
  description: "Pull vendor, date, amount, line items, and tax from incoming invoices and assign GL/cost-center codes ready for AP entry."
  inputs: ["PDF or emailed invoices", "chart of accounts", "vendor master list", "prior coding history"]
  outputs: ["structured invoice record", "suggested GL codes", "exception flags for duplicates or missing PO"]
  automation: high
  human_in_loop: spot-check
  tools: ["ERP", "email", "spreadsheet"]
  frequency: daily
  trigger: "extract the fields from these vendor invoices and suggest GL codes"

- id: sales-tax-nexus-threshold-monitor
  title: "Flag states crossing economic sales-tax nexus thresholds"
  domain: "Finance & Accounting"
  roles: ["Tax Analyst", "Indirect Tax Specialist", "Accounting Manager"]
  description: "Roll up sales and transaction counts by state, compare to each state's economic-nexus threshold, and flag where new registration is triggered."
  inputs: ["Sales-by-state and transaction-count report from ERP", "State economic-nexus threshold table", "Current registration status list"]
  outputs: ["States approaching/exceeding threshold", "Registration action list with effective dates", "Exposure note for unregistered states"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ERP", "spreadsheet", "knowledge base"]
  frequency: quarterly
  trigger: "Check our sales by state against nexus thresholds and flag where we need to register"

- id: missing-w9-tin-exception-check
  title: "Flag vendors missing TIN/W-9 before 1099 season"
  domain: "Finance & Accounting"
  roles: ["AP Specialist", "Tax Analyst", "Accounting Manager"]
  description: "Cross-check 1099-eligible vendors against the W-9/TIN file, flag missing or mismatched records, and draft W-9 request emails."
  inputs: ["Vendor master and YTD payment totals from ERP", "On-file W-9/TIN records", "1099 reportability rules"]
  outputs: ["Exception list of vendors missing/mismatched TINs", "Draft W-9 request emails", "1099-readiness summary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["ERP", "spreadsheet", "email"]
  frequency: quarterly
  trigger: "Find 1099 vendors missing a W-9 or TIN and draft the requests"

- id: well-cost-overrun-flagging
  title: "Flag well cost overruns against AFE"
  domain: "Finance & Accounting"
  roles: ["Drilling & AFE cost analyst"]
  description: "Compare daily actual well costs to AFE budget by cost code and flag overruns and projected supplemental AFE needs."
  inputs: ["Daily cost reports", "Approved AFE budget"]
  outputs: ["Overrun flag report", "Supplemental AFE alert list"]
  automation: high
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Cost tracking tool"]
  frequency: daily
  trigger: "When the daily drilling cost report posts"

- id: month-end-close-checklist
  title: "Generate and track month-end close checklist"
  domain: "Finance & Accounting"
  roles: ["Controller", "Accountant"]
  description: "Produce the period-close task list with owners and due dates, then track status and surface blockers."
  inputs: ["prior close checklist", "calendar of close days", "team owner list"]
  outputs: ["close checklist with owners and dates", "daily status roll-up", "overdue task alerts"]
  automation: medium
  human_in_loop: spot-check
  tools: ["docs", "spreadsheet", "ticketing"]
  frequency: monthly
  trigger: "create our month-end close checklist and track who still owes tasks"

- id: generate-customer-invoices-from-contracts
  title: "Generate customer invoices from contracts"
  domain: "Finance & Accounting"
  roles: ["AP/AR Clerk", "Bookkeeper", "Accountant"]
  description: "Read signed contracts or order forms and produce billing invoices with correct amounts, terms, billing periods, and line items."
  inputs: ["Signed contract or order form", "Billing schedule", "Customer master data", "Rate card or price list"]
  outputs: ["Draft customer invoice", "Billing line items", "Invoice register entry"]
  automation: high
  human_in_loop: review-before-send
  tools: ["ERP", "docs", "spreadsheet", "email"]
  frequency: monthly
  trigger: "create this month's invoices from the attached customer contracts and billing schedule"

- id: lp-capital-account-statements
  title: "Generate LP capital account statements"
  domain: "Finance & Accounting"
  roles: ["LP Reporting Analyst"]
  description: "Produce per-LP statements with opening balance, contributions, distributions, allocations and closing NAV."
  inputs: ["Fund-level NAV pack", "LP allocation schedule", "Statement template"]
  outputs: ["Per-LP capital account statements"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Template engine"]
  frequency: quarterly
  trigger: "After quarter-end NAV is finalized"

- id: generate-member-account-statements
  title: "Generate member input-account statements"
  domain: "Finance & Accounting"
  roles: ["Farm/cooperative administrator"]
  description: "Produce per-member statements of seed, fertilizer, and chemical purchases with running balances and aging."
  inputs: ["input sales records", "member accounts", "pricing schedule"]
  outputs: ["member statements", "aging summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["accounting system", "statement generator", "spreadsheet"]
  frequency: monthly
  trigger: "Month-end member billing run"

- id: generate-patient-cost-estimates
  title: "Generate patient out-of-pocket cost estimates"
  domain: "Finance & Accounting"
  roles: ["Patient Financial Counselor"]
  description: "Calculate estimated patient responsibility from procedure codes, benefits and contracted rates."
  inputs: ["Procedure / CPT codes", "Benefits and eligibility data", "Contracted fee schedule"]
  outputs: ["Good-faith cost estimate", "Estimate explanation note"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "EHR"]
  frequency: daily
  trigger: "Estimate this patient's out-of-pocket cost for the procedure"

- id: generate-payee-royalty-statements
  title: "Generate per-payee royalty statements"
  domain: "Finance & Accounting"
  roles: ["Rights & Royalties Analyst"]
  description: "Produce per-payee statements with earnings, recoupment balance, and period detail for distribution."
  inputs: ["reconciled royalty data", "payee roster", "statement template"]
  outputs: ["per-payee royalty statements"]
  automation: high
  human_in_loop: approve
  tools: ["ERP", "spreadsheet", "email"]
  frequency: quarterly
  trigger: "generate the royalty statements for our artists this period"

- id: generate-reproduction-fee-quote
  title: "Generate reproduction fee quote"
  domain: "Finance & Accounting"
  roles: ["Rights & reproductions coordinator"]
  description: "Calculate licensing fees from the rate card based on use type, territory, and duration, and draft the quote."
  inputs: ["Request details", "Fee schedule"]
  outputs: ["Fee quote"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Document editor"]
  frequency: ad-hoc
  trigger: "When a licensee asks for pricing"

- id: dc-rmd-notice-generation
  title: "Generate required minimum distribution notices"
  domain: "Finance & Accounting"
  roles: ["401(k)/DC operations specialist"]
  description: "Identify participants reaching RMD age, compute the amount from prior year-end balance and life-expectancy factors, and draft notices."
  inputs: ["Participant ages and balances", "Prior year-end balances", "Life-expectancy factors"]
  outputs: ["RMD amount schedule", "Draft participant notices"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Recordkeeping system export", "Notice template"]
  frequency: quarterly
  trigger: "The annual RMD cycle opens"

- id: project-wip-report
  title: "Generate the monthly work-in-progress report by project"
  domain: "Finance & Accounting"
  roles: ["Project Accounting Analyst"]
  description: "Compile percent-complete, earned revenue, billed, and unbilled by project; flag over- and under-billing against budget."
  inputs: ["project budgets", "labor/expense actuals", "percent-complete inputs"]
  outputs: ["WIP report", "over/under-billing flags"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "accounting system export", "reporting tool"]
  frequency: monthly
  trigger: "Month-end close, time for the WIP run"

- id: grant-budget-actual-allowable-cost
  title: "Grant budget-to-actual allowable cost review"
  domain: "Finance & Accounting"
  roles: ["Grants Compliance Officer"]
  description: "Compare grant spend to budget and flag variances or potentially unallowable costs per funder rules."
  inputs: ["grant budget", "expenditure ledger", "funder cost rules"]
  outputs: ["variance report", "flagged costs"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ERP", "spreadsheet"]
  frequency: quarterly
  trigger: "Check this grant's spending against budget and allowable costs"

- id: ir-consensus-tracker
  title: "Maintain analyst consensus tracker"
  domain: "Finance & Accounting"
  roles: ["Investor Relations Analyst"]
  description: "Collect published analyst estimates and compute consensus figures versus company guidance."
  inputs: ["Analyst notes", "Guidance", "Estimate tracker"]
  outputs: ["Consensus summary"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Market data feed"]
  frequency: quarterly
  trigger: "when a new analyst note is published"

- id: maintain-fixed-asset-depreciation-schedule
  title: "Maintain fixed asset and depreciation schedule"
  domain: "Finance & Accounting"
  roles: ["Accountant", "Controller"]
  description: "Add new capitalized assets, compute monthly depreciation by method and useful life, and roll forward the fixed asset register."
  inputs: ["Prior fixed asset register", "New capex invoices", "Depreciation policy", "Disposals list"]
  outputs: ["Updated fixed asset register", "Depreciation journal entry", "Roll-forward schedule"]
  automation: high
  human_in_loop: approve
  tools: ["spreadsheet", "ERP"]
  frequency: monthly
  trigger: "update the fixed asset schedule with these new purchases and calculate this month's depreciation"

- id: fni-lender-program-match
  title: "Match deal credit tier to best lender program"
  domain: "Finance & Accounting"
  roles: ["Finance & insurance (F&I) clerk"]
  description: "Compare lender rate sheets to a buyer's credit tier and flag the best buy-rate within markup caps."
  inputs: ["Customer credit tier", "Lender rate sheets", "Markup policy"]
  outputs: ["Ranked lender options", "Compliance-cap flag"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Rules engine"]
  frequency: daily
  trigger: "when structuring a new finance deal"

- id: intercompany-balance-mismatch-recon
  title: "Match intercompany balances and draft settlement memo"
  domain: "Finance & Accounting"
  roles: ["Staff Accountant", "Intercompany Accountant", "Controller"]
  description: "Pair intercompany AR/AP between entities, flag out-of-balance and FX-difference pairs, and draft the netting/settlement instruction memo."
  inputs: ["Intercompany AR/AP subledgers per entity from ERP", "Applicable FX rates", "Prior-period settlement memo"]
  outputs: ["Matched and unmatched intercompany pairs", "Out-of-balance exception list with cause", "Draft settlement/netting memo"]
  automation: medium
  human_in_loop: approve
  tools: ["ERP", "spreadsheet", "email"]
  frequency: monthly
  trigger: "Match intercompany balances across entities and draft the settlement memo for the mismatches"

- id: oem-incentive-eligibility-match
  title: "Match sold units to OEM incentive programs"
  domain: "Finance & Accounting"
  roles: ["OEM incentive reconciliation clerk"]
  description: "Cross-check sold-unit details against OEM rebate and stair-step rules to claim every earned incentive."
  inputs: ["Sold-unit list", "OEM incentive program rules"]
  outputs: ["Eligible-incentive claim list", "Unclaimed-bonus flags"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Rules engine", "Spreadsheet"]
  frequency: monthly
  trigger: "at month-end incentive close"

- id: dues-tier-eligibility-reconciliation
  title: "Member dues-to-tier eligibility reconciliation"
  domain: "Finance & Accounting"
  roles: ["Membership Coordinator"]
  description: "Match dues payments to membership tiers and flag under/overpayments or benefit mismatches."
  inputs: ["payment ledger", "membership tiers", "member roster"]
  outputs: ["reconciliation exceptions list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["CRM", "spreadsheet", "ERP"]
  frequency: monthly
  trigger: "Reconcile member dues against their tier levels"

- id: participation-statement-modeling
  title: "Model net profit participation waterfalls"
  domain: "Finance & Accounting"
  roles: ["Residuals & participations analyst"]
  description: "Build the revenue and cost waterfall to derive participant shares from a title's contractual profit definition."
  inputs: ["Revenue and cost data", "Participation agreement terms"]
  outputs: ["Participation waterfall model", "Participant statement"]
  automation: low
  human_in_loop: review-before-send
  tools: ["spreadsheet", "financial model"]
  frequency: quarterly
  trigger: "when a participation statement is due"

- id: monitor-loan-covenants
  title: "Monitor loan portfolio for covenant breaches"
  domain: "Finance & Accounting"
  roles: ["Credit Analyst"]
  description: "Review borrower financial submissions against covenant terms and draft a portfolio exception/review update."
  inputs: ["borrower periodic financials", "covenant terms by loan", "portfolio tracker"]
  outputs: ["covenant exception list", "credit review update"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "docs", "BI tool"]
  frequency: quarterly
  trigger: "review these borrower financials against their covenants and flag any breaches"

- id: nostro-break-reconciliation-summary
  title: "Nostro/vostro break reconciliation summary"
  domain: "Finance & Accounting"
  roles: ["Payments Operations Analyst"]
  description: "Match nostro statement entries to the internal ledger, group unmatched breaks by age and likely cause, and draft chase notes."
  inputs: ["nostro statement", "internal ledger", "prior open breaks"]
  outputs: ["aged break list", "chase notes"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "core banking system"]
  frequency: daily
  trigger: "Summarize the open nostro breaks by age"

- id: pledge-fulfillment-reminders
  title: "Pledge fulfillment reminder drafting"
  domain: "Finance & Accounting"
  roles: ["Annual Giving Officer", "Donor Relations Manager"]
  description: "Identify outstanding multi-year pledge installments due and draft gentle payment reminders."
  inputs: ["pledge schedules", "payment records"]
  outputs: ["outstanding pledge list", "reminder drafts"]
  automation: high
  human_in_loop: review-before-send
  tools: ["CRM", "email"]
  frequency: monthly
  trigger: "Who has pledge payments coming due and draft their reminders"

- id: prefill-financial-assistance-application
  title: "Pre-fill charity care / financial assistance applications"
  domain: "Finance & Accounting"
  roles: ["Patient Financial Counselor"]
  description: "Populate charity care application fields from patient-provided income and household documents."
  inputs: ["Patient documents", "Application form template"]
  outputs: ["Pre-filled assistance application", "Supporting-doc checklist"]
  automation: medium
  human_in_loop: approve
  tools: ["knowledge base", "spreadsheet"]
  frequency: weekly
  trigger: "Pre-fill the charity care application from these documents"

- id: prefill-crop-insurance-claims
  title: "Pre-fill crop insurance claim forms"
  domain: "Finance & Accounting"
  roles: ["Crop insurance claims processor"]
  description: "Populate claim forms from acreage reports and production records, computing covered units and indemnity inputs."
  inputs: ["acreage report", "production history", "policy terms"]
  outputs: ["pre-filled claim form", "supporting schedule"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["forms system", "spreadsheet", "policy database"]
  frequency: ad-hoc
  trigger: "A grower reports a crop loss"

- id: prepare-1099-vendor-filings
  title: "Prepare 1099 vendor figures and chase W-9s"
  domain: "Finance & Accounting"
  roles: ["AP/AR Clerk", "Bookkeeper", "Accountant"]
  description: "Identify reportable vendors, total annual payments, flag missing W-9s, and draft 1099 figures and outreach for tax info."
  inputs: ["Vendor payment ledger", "W-9 records on file", "1099 thresholds and rules"]
  outputs: ["1099 vendor summary", "Missing-W-9 chase list", "Draft request emails"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ERP", "spreadsheet", "email"]
  frequency: quarterly
  trigger: "build the 1099 list from this year's vendor payments and tell me which W-9s are missing"

- id: treatment-estimate-prep
  title: "Prepare patient treatment-cost estimate"
  domain: "Finance & Accounting"
  roles: ["Dental & Veterinary Practice Administrator"]
  description: "Convert a proposed treatment plan into a patient-friendly estimate with insurance vs out-of-pocket split."
  inputs: ["treatment plan", "fee schedule", "benefits info"]
  outputs: ["Patient cost estimate"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["practice mgmt", "spreadsheet"]
  frequency: daily
  trigger: "Build a cost estimate for this treatment plan"

- id: sales-tax-return-prep
  title: "Prepare sales tax return figures"
  domain: "Finance & Accounting"
  roles: ["Accountant", "Bookkeeper"]
  description: "Compile taxable and exempt sales by jurisdiction from billing data and draft the figures for each return."
  inputs: ["sales transaction export", "jurisdiction and rate table", "exemption certificates"]
  outputs: ["taxable sales by jurisdiction", "draft return line figures", "reconciliation to revenue"]
  automation: medium
  human_in_loop: sign-off
  tools: ["ERP", "spreadsheet"]
  frequency: monthly
  trigger: "compile taxable sales by state and draft the sales tax return numbers"

- id: prepare-deposit-disposition-statement
  title: "Prepare security deposit disposition statement"
  domain: "Finance & Accounting"
  roles: ["Tenant Relations Coordinator"]
  description: "Itemize move-out charges against the deposit using the inspection report and ledger; draft the disposition notice."
  inputs: ["move-out inspection report", "tenant ledger", "deposit amount"]
  outputs: ["deposit disposition statement"]
  automation: medium
  human_in_loop: sign-off
  tools: ["spreadsheet", "ERP"]
  frequency: weekly
  trigger: "Calculate the deposit disposition for this move-out"

- id: severance-tax-filing-prep
  title: "Prepare severance and production tax filings"
  domain: "Finance & Accounting"
  roles: ["Production & revenue accountant"]
  description: "Compile production and revenue by jurisdiction into severance/production tax return drafts with exemptions applied."
  inputs: ["Monthly production and revenue data", "Jurisdiction tax rules"]
  outputs: ["Draft tax returns by jurisdiction", "Exemption support schedule"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Spreadsheet", "Tax form template"]
  frequency: monthly
  trigger: "When monthly tax filings come due"

- id: prepare-tax-return-workpapers
  title: "Prepare tax return workpapers from source docs"
  domain: "Finance & Accounting"
  roles: ["Tax Preparer"]
  description: "Extract figures from W-2s, 1099s, and statements into organized workpapers tying to the return."
  inputs: ["source tax documents", "workpaper template", "prior-year workpapers"]
  outputs: ["populated workpapers", "tie-out summary"]
  automation: low
  human_in_loop: sign-off
  tools: ["spreadsheet", "docs"]
  frequency: ad-hoc
  trigger: "pull the numbers from these tax docs into the workpaper template"

- id: no-show-folio-adjustments
  title: "Process no-shows and draft adjusted folios"
  domain: "Finance & Accounting"
  roles: ["Hotel Night Auditor"]
  description: "Identify no-shows and late departures, apply policy charges, and draft adjusted folios and charge memos for review."
  inputs: ["reservation list", "arrival/departure status", "cancellation policy"]
  outputs: ["adjusted folios", "charge memos"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["property mgmt system", "spreadsheet"]
  frequency: daily
  trigger: "post tonight's no-show charges"

- id: pension-benefit-estimate-calc
  title: "Produce defined-benefit pension estimates"
  domain: "Finance & Accounting"
  roles: ["Pension calculations analyst"]
  description: "Apply the plan formula to a member's service and salary history to compute single-life and joint-and-survivor benefit options."
  inputs: ["Member service history", "Salary history", "Plan benefit formula"]
  outputs: ["Benefit estimate statement", "Option comparison table"]
  automation: medium
  human_in_loop: approve
  tools: ["Calculation engine", "Spreadsheet", "Statement template"]
  frequency: daily
  trigger: "A member requests a retirement estimate"

- id: rate-change-bill-reconciliation
  title: "Rate-change bill reconciliation"
  domain: "Finance & Accounting"
  roles: ["Utility Billing Analyst"]
  description: "Recalculate billing determinants after a rate-schedule change and reconcile recomputed charges against the billing system."
  inputs: ["new rate schedule", "billing determinants", "prior period bills"]
  outputs: ["reconciliation worksheet", "variance list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ERP", "spreadsheet"]
  frequency: monthly
  trigger: "Reconcile bills against the new rate schedule"

- id: recalc-escrow-amortization
  title: "Recalculate escrow/amortization and draft change notice"
  domain: "Finance & Accounting"
  roles: ["Loan Servicing Specialist"]
  description: "Recompute escrow or amortization figures for flagged accounts and draft the borrower change notice."
  inputs: ["loan account data", "tax/insurance amounts", "rate schedule"]
  outputs: ["recalculated figures", "draft change notice"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "ERP"]
  frequency: monthly
  trigger: "recalculate escrow for these accounts and draft the change notice"

- id: nri-decimal-recalc
  title: "Recalculate net revenue interest decimals"
  domain: "Finance & Accounting"
  roles: ["Royalty analyst"]
  description: "Recompute net revenue interest decimals from tract participation and burden tables when a lease or ownership change occurs."
  inputs: ["Tract participation data", "Lease burden table", "Ownership change notice"]
  outputs: ["Updated NRI decimals", "Calculation audit trail"]
  automation: low
  human_in_loop: approve
  tools: ["Spreadsheet", "Interest calculation worksheet"]
  frequency: ad-hoc
  trigger: "When a tract burden or ownership change is recorded"

- id: mgmt-fee-recompute
  title: "Recompute quarterly management fee"
  domain: "Finance & Accounting"
  roles: ["Fund Operations Analyst"]
  description: "Recalculate the management fee from committed and invested capital per the LPA and reconcile to the administrator's figure."
  inputs: ["LPA fee terms", "Commitment & invested-capital schedule", "Admin fee calculation"]
  outputs: ["Independent fee calculation", "Variance note"]
  automation: high
  human_in_loop: approve
  tools: ["Spreadsheet", "Document parser"]
  frequency: quarterly
  trigger: "When the admin issues the quarterly fee calc"

- id: rate-plan-tariff-reconciliation
  title: "Reconcile applied rate plans against tariff schedule"
  domain: "Finance & Accounting"
  roles: ["Metering & billing analyst"]
  description: "Compare each account's applied rate plan to the approved tariff schedule and flag misapplied, expired, or outdated rates."
  inputs: ["account rate-plan assignments", "approved tariff schedule"]
  outputs: ["misapplied-rate flag list", "reconciliation summary"]
  automation: medium
  human_in_loop: approve
  tools: ["billing system", "tariff schedule reference", "spreadsheet"]
  frequency: monthly
  trigger: "before the monthly billing run"

- id: audit-pbc-request-tracker-chase
  title: "Reconcile auditor PBC list to received docs and chase owners"
  domain: "Finance & Accounting"
  roles: ["Senior Accountant", "Audit Coordinator", "Controller"]
  description: "Match the auditor's prepared-by-client request list against documents already provided, flag gaps, and draft follow-up emails to item owners."
  inputs: ["Auditor PBC request list", "Shared-folder inventory of submitted documents", "Internal owner assignments"]
  outputs: ["PBC status tracker (received/outstanding/overdue)", "Draft chase emails per owner", "Aging summary for audit lead"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "email", "knowledge base"]
  frequency: ad-hoc
  trigger: "Reconcile what the auditors asked for against what we've sent and chase the outstanding items"

- id: bank-transaction-reconciliation
  title: "Reconcile bank transactions to ledger"
  domain: "Finance & Accounting"
  roles: ["Bookkeeper", "Accountant"]
  description: "Match bank statement lines to ledger entries, propose matches for unmatched items, and list reconciling differences."
  inputs: ["bank statement export", "general ledger export", "prior month reconciliation"]
  outputs: ["matched transaction list", "unreconciled exception list", "reconciliation summary"]
  automation: medium
  human_in_loop: spot-check
  tools: ["ERP", "spreadsheet"]
  frequency: monthly
  trigger: "reconcile this bank statement against the ledger and show me what doesn't match"

- id: reconcile-billing-codes-superbill
  title: "Reconcile billing codes against the superbill"
  domain: "Finance & Accounting"
  roles: ["Healthcare Administrator"]
  description: "Compare entered billing/diagnosis codes against the provider superbill and visit notes. Flag mismatches, missing modifiers, and likely denials."
  inputs: ["superbill", "claim line items", "coding rules"]
  outputs: ["discrepancy report", "flagged codes for review"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "ERP"]
  frequency: daily
  trigger: "check these claim codes against the superbill and flag anything off"

- id: reconcile-cam-charges
  title: "Reconcile CAM charges against lease terms"
  domain: "Finance & Accounting"
  roles: ["Lease Administration Analyst"]
  description: "Compare landlord CAM/operating-expense reconciliation statements against the lease's pro-rata share and cap provisions."
  inputs: ["CAM reconciliation statement", "lease abstract"]
  outputs: ["CAM variance analysis"]
  automation: low
  human_in_loop: review-before-send
  tools: ["spreadsheet", "ERP"]
  frequency: quarterly
  trigger: "Check this CAM reconciliation against our lease terms"

- id: bordereau-reconciliation
  title: "Reconcile ceded premium and loss bordereaux"
  domain: "Finance & Accounting"
  roles: ["Reinsurance Analyst"]
  description: "Reconcile ceded premium and loss bordereaux against treaty terms and flag cession or calculation errors."
  inputs: ["Ceded premium bordereau", "Loss bordereau", "Treaty terms"]
  outputs: ["Reconciliation report", "Cession discrepancy flags"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "BI tool", "ERP"]
  frequency: monthly
  trigger: "Reconcile the ceded bordereaux against the treaty."

- id: cobra-premium-payment-reconciliation
  title: "Reconcile COBRA premium payments"
  domain: "Finance & Accounting"
  roles: ["COBRA & leave administrator"]
  description: "Match premium payments received to billed amounts; flag shortfalls and grace-period delinquencies for termination notices."
  inputs: ["Premium payments received", "Billing schedule", "Grace-period rules"]
  outputs: ["Payment reconciliation", "Delinquency list"]
  automation: high
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Payment ledger export", "Billing system export"]
  frequency: monthly
  trigger: "Monthly COBRA premiums are due"

- id: reconcile-collateral-positions
  title: "Reconcile collateral positions vs counterparty statements"
  domain: "Finance & Accounting"
  roles: ["Collateral Management Analyst"]
  description: "Compare internal collateral balances against counterparty statements and flag breaks."
  inputs: ["internal collateral records", "counterparty statements"]
  outputs: ["collateral reconciliation with breaks"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "ERP"]
  frequency: daily
  trigger: "reconcile our collateral balances against the counterparty statements"

- id: comp-liability-reconciliation
  title: "Reconcile comp and free-play redemptions against budget"
  domain: "Finance & Accounting"
  roles: ["Player reinvestment & loyalty analyst"]
  description: "Match issued versus redeemed comps and free play to the reinvestment budget and flag overruns."
  inputs: ["Issued offer records", "Redemption records", "Reinvestment budget"]
  outputs: ["Redemption reconciliation", "Budget variance flags"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "accounting system"]
  frequency: monthly
  trigger: "Month-end reinvestment close"

- id: reconcile-ca-entitlements
  title: "Reconcile corporate action entitlements"
  domain: "Finance & Accounting"
  roles: ["Corporate Actions Analyst"]
  description: "Compare expected versus received cash/stock entitlements per event and flag discrepancies for follow-up."
  inputs: ["expected entitlement calculations", "received entitlement records"]
  outputs: ["entitlement reconciliation with flagged variances"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "ERP"]
  frequency: weekly
  trigger: "check expected vs received entitlements for last week's events"

- id: demurrage-claim-reconcile
  title: "Reconcile counterparty demurrage calculation and flag gaps"
  domain: "Finance & Accounting"
  roles: ["Demurrage and laytime analyst"]
  description: "Compare our laytime figures against the counterparty's calculation and flag each discrepancy with the disputed item."
  inputs: ["our laytime statement", "counterparty calculation"]
  outputs: ["discrepancy memo"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "document editor"]
  frequency: ad-hoc
  trigger: "The charterer disputed our demurrage figure"

- id: service-units-reconciliation
  title: "Reconcile delivered service units against authorizations"
  domain: "Finance & Accounting"
  roles: ["Service authorization & billing clerk"]
  description: "Compare logged service hours or units to the prior-authorization caps for each client and flag overages or near-limit cases."
  inputs: ["Service delivery logs", "Authorization records"]
  outputs: ["Reconciliation report", "Overage and near-limit flags"]
  automation: high
  human_in_loop: review-before-send
  tools: ["billing system", "spreadsheet", "authorization tracker"]
  frequency: weekly
  trigger: "at the end of each service week before billing"

- id: fema-reconcile-expenses-to-categories
  title: "Reconcile disaster expenses to eligible categories"
  domain: "Finance & Accounting"
  roles: ["Grants/FEMA reimbursement coordinator"]
  description: "Match invoices, payroll, and equipment logs to eligible FEMA cost categories and flag unsupported or ineligible items."
  inputs: ["Expense records and receipts", "Eligibility category rules"]
  outputs: ["Categorized expense reconciliation"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "accounting system"]
  frequency: monthly
  trigger: "Expenses accumulate for a declared disaster"

- id: royalty-statement-reconciliation
  title: "Reconcile DSP and society royalty statements against expected splits"
  domain: "Finance & Accounting"
  roles: ["Royalty accounting analyst"]
  description: "Match incoming streaming and society line items to catalog works and flag variances against contracted splits and prior periods."
  inputs: ["DSP royalty statements", "Collecting society statements", "Contract split terms"]
  outputs: ["Reconciliation report", "Variance flags"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "accounting system", "data reconciliation tool"]
  frequency: quarterly
  trigger: "when the quarterly royalty statements land"

- id: missing-charge-reconciliation
  title: "Reconcile encounters against posted charges"
  domain: "Finance & Accounting"
  roles: ["Charge Capture Auditor"]
  description: "Compare the day's appointment/encounter list to posted charges and flag visits with no captured charge."
  inputs: ["encounter/schedule list", "charge register"]
  outputs: ["Missing-charge exception list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["practice mgmt", "EHR", "spreadsheet"]
  frequency: daily
  trigger: "Find visits that never got billed yesterday"

- id: reconcile-equity-grant-ledger
  title: "Reconcile equity grant ledger to vesting schedules"
  domain: "Finance & Accounting"
  roles: ["Equity Compensation Administrator"]
  description: "Compare the grant ledger to vesting schedules and flag mismatches in shares vested or outstanding."
  inputs: ["Equity grant ledger", "Vesting schedules"]
  outputs: ["Discrepancy list"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "ERP", "HRIS"]
  frequency: quarterly
  trigger: "reconcile our equity ledger against the vesting schedules"

- id: port-fda-reconcile
  title: "Reconcile final disbursement account against PDA and invoices"
  domain: "Finance & Accounting"
  roles: ["Port-agency coordinator"]
  description: "Match supplier invoices to the proforma estimate line by line and flag overages and missing backup."
  inputs: ["proforma disbursement account", "supplier invoices"]
  outputs: ["reconciled final disbursement account"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "PDF reader"]
  frequency: ad-hoc
  trigger: "Vessel sailed and supplier invoices are in for the FDA"

- id: reconcile-freight-invoices-2
  title: "Reconcile freight invoices against contracted rates"
  domain: "Finance & Accounting"
  roles: ["Logistics & Transportation Coordinator"]
  description: "Match carrier invoice line items to agreed rate tables and flag overcharges or accessorial discrepancies."
  inputs: ["carrier invoices", "contracted rate sheet", "shipment manifest"]
  outputs: ["discrepancy list with variance amounts", "dispute-ready summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "ERP"]
  frequency: weekly
  trigger: "check this week's freight bills for overcharges"

- id: reconcile-freight-invoices
  title: "Reconcile freight invoices against shipping records"
  domain: "Finance & Accounting"
  roles: ["Logistics Coordinator"]
  description: "Match freight invoices to bills of lading and rate agreements, flagging overcharges and accessorial errors. Produce a dispute-ready discrepancy list."
  inputs: ["freight invoices", "bills of lading", "rate agreements"]
  outputs: ["reconciliation report", "flagged discrepancies"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "ERP"]
  frequency: weekly
  trigger: "reconcile these freight invoices against the BOLs and flag overcharges"

- id: reconcile-fuel-card-transactions
  title: "Reconcile fuel card transactions and flag anomalies"
  domain: "Finance & Accounting"
  roles: ["Fleet Administrator"]
  description: "Match fuel card charges to vehicles/trips and flag off-pattern volume, location or price exceptions."
  inputs: ["fuel card statement", "vehicle/trip log"]
  outputs: ["reconciliation report", "anomaly flags"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "ERP"]
  frequency: weekly
  trigger: "Check this month's fuel card charges for anomalies"

- id: fund-cash-reconciliation
  title: "Reconcile fund cash against custodian statements"
  domain: "Finance & Accounting"
  roles: ["Fund Operations Analyst"]
  description: "Match daily cash movements in the fund admin ledger to bank and custodian statements and flag unexplained breaks."
  inputs: ["Fund admin cash ledger", "Custodian/bank statements"]
  outputs: ["Reconciliation worksheet", "List of flagged breaks"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Bank statement feed", "Reconciliation worksheet"]
  frequency: daily
  trigger: "When the daily custodian statements land"

- id: reconcile-futures-broker-statements
  title: "Reconcile futures broker statements to positions"
  domain: "Finance & Accounting"
  roles: ["Commodity trade support clerk"]
  description: "Compare daily broker statement positions and margin against the internal hedge book and flag breaks."
  inputs: ["broker statement", "internal position file", "margin records"]
  outputs: ["reconciliation report", "break list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "reconciliation tool", "trading ledger"]
  frequency: daily
  trigger: "Broker statement arrives each morning"

- id: grant-budget-reconciliation
  title: "Reconcile grant spend against award budget categories"
  domain: "Finance & Accounting"
  roles: ["Research grants administrator"]
  description: "Match expenditures to award budget lines and flag overspend, misallocations, or unallowable costs."
  inputs: ["Expense ledger", "Award budget", "Cost policy"]
  outputs: ["Variance report", "Flagged transactions"]
  automation: medium
  human_in_loop: approve
  tools: ["Spreadsheet", "Accounting system"]
  frequency: monthly
  trigger: "Check how each grant is tracking against budget"

- id: group-master-bill-reconciliation
  title: "Reconcile group master bill against contract"
  domain: "Finance & Accounting"
  roles: ["MICE & Group Travel Coordinator"]
  description: "Match the group master folio to contracted rates, inclusions, and attrition/cancellation clauses and flag overcharges."
  inputs: ["group master folio", "group contract", "rooming list actuals"]
  outputs: ["reconciliation summary", "dispute items"]
  automation: low
  human_in_loop: approve
  tools: ["property mgmt system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "reconcile the master bill for last week's group"

- id: labor-multiplier-reconciliation
  title: "Reconcile labor multiplier and overhead rates on cost-plus jobs"
  domain: "Finance & Accounting"
  roles: ["Project Accounting Analyst"]
  description: "Recalculate billed rates against approved provisional overhead and fee multipliers; flag mismatches by employee and project."
  inputs: ["timesheet/labor data", "approved multiplier/overhead rates", "contract terms"]
  outputs: ["reconciliation report", "rate exception list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "accounting system export"]
  frequency: quarterly
  trigger: "Auditing cost-plus billing rates at the rate true-up"

- id: loyalty-partner-accrual-reconciliation
  title: "Reconcile loyalty partner accrual transactions"
  domain: "Finance & Accounting"
  roles: ["Loyalty Program Administrator"]
  description: "Match partner-reported earn/burn transactions to member accounts and flag missing accruals, duplicates, and rate mismatches."
  inputs: ["partner transaction feed", "member account ledger", "earn-rate tables"]
  outputs: ["reconciliation report", "exception queue"]
  automation: medium
  human_in_loop: spot-check
  tools: ["loyalty platform", "spreadsheet", "BI tool"]
  frequency: monthly
  trigger: "reconcile this month's partner mileage accruals"

- id: media-invoice-plan-reconciliation
  title: "Reconcile media vendor invoices against the buy"
  domain: "Finance & Accounting"
  roles: ["Media buying reconciliation analyst"]
  description: "Match each vendor invoice line to planned placements and delivered impressions, flagging spend and delivery variances."
  inputs: ["Media plan / buy sheet", "Vendor invoices", "Delivery/impression logs"]
  outputs: ["Reconciliation worksheet", "Variance flag list"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "invoice parser", "media planning system"]
  frequency: monthly
  trigger: "when vendor invoices arrive for the month"

- id: reconcile-member-patronage-allocations
  title: "Reconcile member patronage and equity allocations"
  domain: "Finance & Accounting"
  roles: ["Farm/cooperative administrator"]
  description: "Match member delivery and purchase volumes to patronage dividend and equity allocation ledgers; flag mismatches."
  inputs: ["member transaction records", "patronage allocation formula", "prior equity balances"]
  outputs: ["reconciled allocation worksheet", "exception list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "accounting system", "ledger database"]
  frequency: quarterly
  trigger: "Time to run the patronage allocation"

- id: dues-checkoff-reconciliation
  title: "Reconcile monthly dues check-off against the member roster"
  domain: "Finance & Accounting"
  roles: ["Union dues and benefits administrator"]
  description: "Match employer payroll-deduction remittances to the member roster and flag arrears or check-off gaps."
  inputs: ["employer remittance file", "member roster", "dues schedule"]
  outputs: ["reconciliation report", "arrears list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "membership system"]
  frequency: monthly
  trigger: "Monthly dues remittance arrives from the employer"

- id: night-audit-revenue-reconciliation
  title: "Reconcile night audit revenue postings"
  domain: "Finance & Accounting"
  roles: ["Hotel Night Auditor"]
  description: "Match POS outlets, room charges, and folio postings for the business day and flag variances and unbalanced accounts."
  inputs: ["POS transactions", "room charge postings", "guest folios"]
  outputs: ["reconciliation report", "variance flags"]
  automation: medium
  human_in_loop: spot-check
  tools: ["POS", "property mgmt system", "spreadsheet"]
  frequency: daily
  trigger: "reconcile tonight's revenue postings"

- id: warranty-payment-reconciliation
  title: "Reconcile OEM warranty payments and flag chargebacks"
  domain: "Finance & Accounting"
  roles: ["Warranty claims administrator"]
  description: "Match OEM warranty payments to submitted claims and build an aging report of short-paid or denied items."
  inputs: ["Submitted claims log", "OEM payment statement"]
  outputs: ["Reconciliation report", "Chargeback aging list"]
  automation: high
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Reconciliation engine"]
  frequency: monthly
  trigger: "when the OEM warranty statement posts"

- id: treasury-balance-recon
  title: "Reconcile on-chain balances to ledger"
  domain: "Finance & Accounting"
  roles: ["Treasury reconciliation analyst"]
  description: "Compare on-chain wallet balances against the internal ledger and custody statements; surface breaks."
  inputs: ["on-chain wallet balances", "internal ledger", "custody statements"]
  outputs: ["reconciliation report with breaks"]
  automation: high
  human_in_loop: spot-check
  tools: ["blockchain explorer", "accounting system", "spreadsheet"]
  frequency: daily
  trigger: "each morning before treasury cutoff"

- id: reconcile-payroll-register
  title: "Reconcile payroll register against source data"
  domain: "Finance & Accounting"
  roles: ["Payroll Analyst"]
  description: "Compare the payroll register to timesheets and benefit deductions, flagging variances for review."
  inputs: ["Payroll register", "Timesheet data", "Benefits deduction file"]
  outputs: ["Variance/exception list"]
  automation: medium
  human_in_loop: approve
  tools: ["ERP", "HRIS", "spreadsheet"]
  frequency: monthly
  trigger: "reconcile this pay period's payroll register"

- id: purchaser-settlement-reconciliation
  title: "Reconcile purchaser settlement statements"
  domain: "Finance & Accounting"
  roles: ["Production & revenue accountant"]
  description: "Match purchaser settlement statements to booked revenue and flag price, volume and deduction variances."
  inputs: ["Purchaser settlement statements", "Booked revenue records"]
  outputs: ["Settlement reconciliation", "Price/volume variance exceptions"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Statement parser", "Spreadsheet", "Reconciliation tool"]
  frequency: monthly
  trigger: "When purchaser settlements arrive after month-end"

- id: royalty-sales-reconciliation
  title: "Reconcile reported sales against royalties owed"
  domain: "Finance & Accounting"
  roles: ["Royalty & fee reconciliation clerk"]
  description: "Recompute royalty due from each franchisee's reported gross sales and flag mismatches against remittances received."
  inputs: ["franchisee sales reports", "royalty rate schedule", "payment records"]
  outputs: ["royalty reconciliation worksheet", "discrepancy list"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "accounting system"]
  frequency: monthly
  trigger: "When monthly sales reports are submitted"

- id: reconcile-restricted-fund-spend
  title: "Reconcile restricted grant fund spending against budget"
  domain: "Finance & Accounting"
  roles: ["Grants & sponsorship administrator"]
  description: "Match expenditures to grant budget lines and flag over- or under-spend on restricted funds."
  inputs: ["Grant budget", "Expense ledger"]
  outputs: ["Fund variance report"]
  automation: high
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Accounting system"]
  frequency: monthly
  trigger: "At each month-end close on active grants"

- id: royalty-underpayment-reconciliation
  title: "Reconcile royalty payments against production"
  domain: "Finance & Accounting"
  roles: ["Royalty analyst"]
  description: "Match royalty check amounts to production volumes, posted prices and decimal interest to flag suspected underpayments."
  inputs: ["Royalty check stubs", "Production volume statements", "Decimal interest table"]
  outputs: ["Variance worksheet", "Underpayment exception list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Reconciliation tool"]
  frequency: monthly
  trigger: "When monthly royalty statements post"

- id: reconcile-royalty-statements
  title: "Reconcile royalty statements against contract splits"
  domain: "Finance & Accounting"
  roles: ["Rights & Royalties Analyst"]
  description: "Match streaming/sales revenue to contract royalty splits and recoupment terms, flagging discrepancies per payee."
  inputs: ["sales/streaming revenue export", "royalty contract terms", "prior period statements"]
  outputs: ["reconciled royalty statement", "discrepancy list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "ERP", "BI tool"]
  frequency: quarterly
  trigger: "reconcile this quarter's royalty statements against the deal terms"

- id: reconcile-scale-tickets-settlements
  title: "Reconcile scale tickets to settlement statements"
  domain: "Finance & Accounting"
  roles: ["Grain elevator settlement clerk"]
  description: "Match gross/tare/net weights and apply moisture and dockage discounts to produce settlement totals."
  inputs: ["scale tickets", "grade and quality data", "discount schedule"]
  outputs: ["settlement statements", "discrepancy list"]
  automation: high
  human_in_loop: spot-check
  tools: ["scale system", "spreadsheet", "settlement software"]
  frequency: daily
  trigger: "Delivered loads need settling"

- id: show-settlement-reconciliation
  title: "Reconcile show settlement sheets against the deal"
  domain: "Finance & Accounting"
  roles: ["Talent & booking coordinator"]
  description: "Check box office, expenses, and splits on the settlement against the deal terms and flag shortfalls."
  inputs: ["Settlement sheet", "Deal memo", "Box office report"]
  outputs: ["Reconciled settlement", "Discrepancy notes"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "accounting system"]
  frequency: ad-hoc
  trigger: "the morning after a show settles"

- id: store-price-reconciliation
  title: "Reconcile store SKU pricing across regions and currencies"
  domain: "Finance & Accounting"
  roles: ["Monetization & store-ops analyst"]
  description: "Compare configured prices for each SKU against the regional price-tier matrix and FX-derived targets, flagging mispriced or missing currency entries."
  inputs: ["SKU price export", "Regional price-tier matrix", "FX reference table"]
  outputs: ["Pricing discrepancy report", "Correction list"]
  automation: high
  human_in_loop: approve
  tools: ["Spreadsheet", "Catalog export"]
  frequency: monthly
  trigger: "A pricing update or new-region launch is staged"

- id: reconcile-sub-red-orders
  title: "Reconcile subscription/redemption orders to cash"
  domain: "Finance & Accounting"
  roles: ["Transfer Agency Specialist"]
  description: "Match the day's subscription and redemption orders against cash received and list unmatched items."
  inputs: ["order register", "cash receipts/bank statement"]
  outputs: ["reconciliation with unmatched items"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "ERP"]
  frequency: daily
  trigger: "match today's sub/red orders to the cash received"

- id: fb-invoice-three-way-match
  title: "Reconcile supplier invoices to POs and receipts"
  domain: "Finance & Accounting"
  roles: ["F&B Purchasing Clerk"]
  description: "Three-way match supplier invoices against purchase orders and delivery receipts, flagging price, quantity and short-delivery gaps."
  inputs: ["supplier invoices", "purchase orders", "delivery receipts"]
  outputs: ["matched invoices", "discrepancy report"]
  automation: high
  human_in_loop: spot-check
  tools: ["ERP", "spreadsheet"]
  frequency: weekly
  trigger: "Match these produce invoices to our POs and deliveries"

- id: trainer-session-payroll-reconcile
  title: "Reconcile trainer session logs for commission and payroll"
  domain: "Finance & Accounting"
  roles: ["Class & personal-training scheduling coordinator"]
  description: "Match logged training sessions to bookings and pay rates, flagging discrepancies for payroll."
  inputs: ["Trainer session logs", "Booking records", "Pay/commission rate table"]
  outputs: ["Reconciled session-pay summary", "Discrepancy flags"]
  automation: medium
  human_in_loop: approve
  tools: ["Spreadsheet", "Booking system"]
  frequency: monthly
  trigger: "At the close of each payroll period"

- id: travel-rule-onchain-reconcile
  title: "Reconcile travel-rule data to chain records"
  domain: "Finance & Accounting"
  roles: ["Travel-rule compliance clerk", "Treasury reconciliation analyst"]
  description: "Match travel-rule message value and timestamp against the corresponding on-chain transaction; flag breaks."
  inputs: ["travel-rule messages", "on-chain transaction records"]
  outputs: ["match and break report"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["blockchain explorer", "spreadsheet"]
  frequency: daily
  trigger: "at end of settlement day"

- id: tpa-trust-recon-summary
  title: "Reconcile trust statement to recordkeeping totals"
  domain: "Finance & Accounting"
  roles: ["Third-party pension plan administrator"]
  description: "Match custodian statement balances and cash flows to recordkeeping totals; flag variances for analyst review."
  inputs: ["Trust/custodian statement", "Recordkeeping balance report"]
  outputs: ["Reconciliation worksheet", "Variance list"]
  automation: medium
  human_in_loop: approve
  tools: ["Spreadsheet", "Custodian statement export", "Recordkeeping system export"]
  frequency: monthly
  trigger: "Monthly custodian statement arrives"

- id: offering-pledge-reconciliation
  title: "Reconcile weekly offerings against member pledges"
  domain: "Finance & Accounting"
  roles: ["Congregation administrator"]
  description: "Match collected tithes and donations by category to pledge commitments and flag shortfalls."
  inputs: ["offering count sheets", "pledge commitments", "giving categories"]
  outputs: ["reconciliation summary", "pledge shortfall flags"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "accounting ledger"]
  frequency: weekly
  trigger: "Sunday's collection has been counted"

- id: unliquidated-obligations-aging-review
  title: "Review unliquidated obligations for de-obligation"
  domain: "Finance & Accounting"
  roles: ["Government Budget Analyst"]
  description: "Age open obligations, flag stale/inactive ones with no recent activity and draft a de-obligation candidate list with rationale."
  inputs: ["open obligations report", "invoice/activity history"]
  outputs: ["ULO aging list", "de-obligation candidates"]
  automation: medium
  human_in_loop: approve
  tools: ["ERP", "spreadsheet"]
  frequency: quarterly
  trigger: "find stale obligations we can de-obligate"

- id: rewrite-time-narratives-to-guidelines
  title: "Rewrite time-entry narratives to client billing guidelines"
  domain: "Finance & Accounting"
  roles: ["Billing & Timekeeping Coordinator"]
  description: "Rewrite timekeeper narratives to remove block billing and vague language and align them to the client's task-code and wording rules."
  inputs: ["raw time entries", "client billing guidelines", "task-code list"]
  outputs: ["compliant narratives", "entries flagged for timekeeper input"]
  automation: high
  human_in_loop: review-before-send
  tools: ["practice mgmt", "spreadsheet"]
  frequency: daily
  trigger: "Clean up these time narratives for the client's guidelines"

- id: run-customer-credit-review
  title: "Run customer credit review and recommend limit"
  domain: "Finance & Accounting"
  roles: ["AP/AR Clerk", "Controller", "Financial Analyst"]
  description: "Summarize a customer's credit application and payment history and recommend a credit limit and terms with rationale."
  inputs: ["Credit application", "Payment history and aging", "Credit report or references"]
  outputs: ["Credit review memo", "Recommended limit and terms", "Risk flags"]
  automation: medium
  human_in_loop: approve
  tools: ["ERP", "spreadsheet", "docs"]
  frequency: ad-hoc
  trigger: "review this new customer's credit application and recommend a credit limit"

- id: scrub-prebill-for-guideline-violations
  title: "Scrub a prebill for billing-guideline violations"
  domain: "Finance & Accounting"
  roles: ["Billing & Timekeeping Coordinator"]
  description: "Review a draft invoice against client guidelines and flag non-billable tasks, rate breaches and likely write-downs before partner review."
  inputs: ["draft prebill/invoice", "client billing guidelines", "approved rate card"]
  outputs: ["violation flags", "suggested write-downs", "edit summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["practice mgmt", "spreadsheet"]
  frequency: weekly
  trigger: "Check this prebill for guideline issues before it goes to the partner"

- id: settlement-imbalance-reconciliation
  title: "Settlement imbalance reconciliation"
  domain: "Finance & Accounting"
  roles: ["Grid Scheduling Coordinator"]
  description: "Reconcile metered output against scheduled energy and compile imbalance variances for settlement."
  inputs: ["metered output data", "schedule data", "settlement statements"]
  outputs: ["imbalance reconciliation", "variance notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ERP", "spreadsheet"]
  frequency: daily
  trigger: "Reconcile metered vs scheduled energy for settlement"

- id: spread-financial-statements
  title: "Spread borrower financial statements"
  domain: "Finance & Accounting"
  roles: ["Credit Analyst"]
  description: "Map borrower financials into the standardized spreading template and compute leverage, liquidity, and coverage ratios."
  inputs: ["borrower financial statements", "tax returns", "spreading template"]
  outputs: ["spread statements", "ratio analysis"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "docs"]
  frequency: ad-hoc
  trigger: "spread these borrower financials and calculate the key credit ratios"

- id: teller-cash-variance-writeup
  title: "Teller cash over/short variance write-up"
  domain: "Finance & Accounting"
  roles: ["Branch Operations Officer"]
  description: "Summarize daily teller drawer over/short variances grouped by teller and likely cause, and draft the branch incident note."
  inputs: ["teller balancing report", "cash drawer counts", "prior variance history"]
  outputs: ["variance summary", "draft incident note"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "core banking system", "email"]
  frequency: daily
  trigger: "Write up today's teller cash over/short variances"

- id: parts-invoice-three-way-match
  title: "Three-way match parts invoices to POs"
  domain: "Finance & Accounting"
  roles: ["Parts and inventory coordinator"]
  description: "Match supplier invoices to purchase orders and packing slips and flag price or quantity discrepancies."
  inputs: ["Supplier invoice", "Purchase order", "Packing slip"]
  outputs: ["Match result", "Discrepancy exceptions"]
  automation: high
  human_in_loop: spot-check
  tools: ["Document parser", "Spreadsheet"]
  frequency: daily
  trigger: "when a parts invoice arrives"

- id: grant-deadline-tracking
  title: "Track grant reporting and milestone deadlines"
  domain: "Finance & Accounting"
  roles: ["Research grants administrator"]
  description: "Extract milestone and report due dates across the award portfolio and draft deadline reminders to PIs."
  inputs: ["Award documents", "Reporting calendar"]
  outputs: ["Deadline tracker", "Draft PI reminders"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Email", "Calendar"]
  frequency: monthly
  trigger: "Which grant reports are due this quarter?"

- id: track-ti-allowance-budget-vs-invoices
  title: "Track TI allowance budget vs invoices"
  domain: "Finance & Accounting"
  roles: ["Tenant Improvement Coordinator"]
  description: "Reconcile contractor invoices against the tenant improvement allowance and produce a budget variance report."
  inputs: ["TI allowance budget", "contractor invoices"]
  outputs: ["budget variance report", "remaining allowance"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "ERP"]
  frequency: monthly
  trigger: "Update the TI budget tracker with these invoices"

- id: claim-denial-triage
  title: "Triage and categorize claim denials"
  domain: "Finance & Accounting"
  roles: ["Service authorization & billing clerk"]
  description: "Read remittance and denial reason codes, group denials by root cause, and draft resubmission or correction notes for each group."
  inputs: ["Remittance advice", "Denial reason codes", "Original claims"]
  outputs: ["Denial categorization summary", "Resubmission notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["billing system", "spreadsheet"]
  frequency: weekly
  trigger: "when a remittance with denials is received"

- id: portco-valuation-update
  title: "Update portfolio valuation marks"
  domain: "Finance & Accounting"
  roles: ["Portfolio Monitoring Analyst"]
  description: "Refresh comparable multiples and recompute each holding's valuation mark, flagging large movements."
  inputs: ["Portfolio financials", "Comparable company data", "Prior marks"]
  outputs: ["Updated valuation marks", "Variance flags"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Market data feed"]
  frequency: quarterly
  trigger: "During the quarterly valuation cycle"

- id: update-production-cost-report
  title: "Update production cost report against budget"
  domain: "Finance & Accounting"
  roles: ["Production Coordinator"]
  description: "Post actuals to above/below-the-line budget categories and flag variance on the running cost report."
  inputs: ["purchase orders and invoices", "production budget", "petty cash logs"]
  outputs: ["updated cost report", "variance flags"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "ERP"]
  frequency: weekly
  trigger: "update the cost report with this week's spend"

- id: update-rolling-forecast
  title: "Update rolling forecast and summarize drivers"
  domain: "Finance & Accounting"
  roles: ["FP&A Analyst"]
  description: "Refresh the rolling 12-month forecast with latest actuals and assumptions, then summarize what changed and why."
  inputs: ["latest actuals", "current forecast model", "updated assumptions/run-rate notes"]
  outputs: ["updated forecast figures", "driver summary memo"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "ERP", "docs"]
  frequency: monthly
  trigger: "update the rolling forecast with these actuals and tell me what moved"

- id: investor-register-update
  title: "Update the investor register"
  domain: "Finance & Accounting"
  roles: ["LP Onboarding & Subscription Specialist"]
  description: "Post confirmed commitments and investor details from executed subs into the investor register and cap table."
  inputs: ["Executed subscription data", "Investor register"]
  outputs: ["Updated investor register"]
  automation: high
  human_in_loop: spot-check
  tools: ["Register / database", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "After a subscription is accepted"

- id: fni-deal-jacket-completeness-check
  title: "Validate deal jacket completeness before lender submission"
  domain: "Finance & Accounting"
  roles: ["Finance & insurance (F&I) clerk"]
  description: "Check a finance deal packet for all required signed docs and flag gaps before sending to the lender."
  inputs: ["Deal jacket document set", "Lender funding checklist"]
  outputs: ["Missing-document checklist", "Ready-to-submit flag"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Document parser", "Checklist template", "Email client"]
  frequency: daily
  trigger: "when a deal is ready to send for funding"

- id: jib-validation
  title: "Validate partner joint interest billings"
  domain: "Finance & Accounting"
  roles: ["Joint-venture (JV) accountant"]
  description: "Check JIB statements against working interest splits and JOA cost allocations to flag mis-billed or non-chargeable costs."
  inputs: ["JIB statements", "Working interest schedule", "JOA cost allocation rules"]
  outputs: ["Validation report", "Disputed-charge exception list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Reconciliation tool"]
  frequency: monthly
  trigger: "When monthly JIBs are received from the operator"

- id: benefit-remaining-verification
  title: "Verify remaining annual benefit and deductible"
  domain: "Finance & Accounting"
  roles: ["Treatment-plan estimate coordinator"]
  description: "Pull remaining benefit maximum and deductible from the coverage summary and year-to-date claims before estimating."
  inputs: ["Coverage summary", "Year-to-date claims"]
  outputs: ["Remaining benefit and deductible figures"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Claims clearinghouse portal", "Spreadsheet"]
  frequency: daily
  trigger: "An estimate needs current benefit balances"

- id: pension-calc-peer-verification
  title: "Verify retiree benefit calculations"
  domain: "Finance & Accounting"
  roles: ["Pension calculations analyst"]
  description: "Re-check finalized benefit calculations against plan factors such as early-retirement reductions and actuarial equivalence, and flag mismatches."
  inputs: ["Completed benefit calculation", "Plan factor tables", "Plan document provisions"]
  outputs: ["Verification report", "Correction flags"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Spreadsheet", "Factor tables", "Calculation engine"]
  frequency: weekly
  trigger: "A retirement calculation is queued for final approval"

- id: vouch-sample-transactions
  title: "Vouch sampled transactions to support"
  domain: "Finance & Accounting"
  roles: ["Audit Associate"]
  description: "Compare a sample of journal entries against invoices and receipts, noting matches and exceptions."
  inputs: ["transaction sample", "supporting documents"]
  outputs: ["tie-out workpaper", "exception list"]
  automation: medium
  human_in_loop: sign-off
  tools: ["spreadsheet", "ERP", "docs"]
  frequency: quarterly
  trigger: "match this sample of entries to the supporting invoices and flag exceptions"

- id: budget-variance-commentary
  title: "Write budget vs actual variance commentary"
  domain: "Finance & Accounting"
  roles: ["Financial Analyst", "Controller"]
  description: "Analyze budget-to-actual figures by line and write plain-language narrative explaining the largest variances and likely drivers."
  inputs: ["budget vs actual report", "prior period actuals", "department notes"]
  outputs: ["variance narrative", "ranked driver list", "items needing follow-up"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["BI tool", "spreadsheet", "docs"]
  frequency: monthly
  trigger: "explain the biggest variances in this month's budget vs actuals"

- id: write-control-walkthrough-narrative
  title: "Write control walkthrough narrative"
  domain: "Finance & Accounting"
  roles: ["Audit Associate"]
  description: "Turn raw walkthrough interview notes into a structured process narrative naming control points and risks."
  inputs: ["walkthrough interview notes", "process name"]
  outputs: ["process narrative", "control points and risk list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs"]
  frequency: ad-hoc
  trigger: "turn these walkthrough notes into a process narrative with control points"

- id: answer-hr-policy-questions
  title: "Answer employee HR policy questions from knowledge base"
  domain: "HR & People Ops"
  roles: ["People Ops Specialist", "HR Manager"]
  description: "Draft accurate answers to employee policy and benefits questions grounded in the handbook and HR knowledge base."
  inputs: ["employee question", "handbook / policy docs", "benefits summaries"]
  outputs: ["drafted answer with policy citations", "escalation flag if unclear"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "ticketing", "email"]
  frequency: daily
  trigger: "answer this employee's question about carryover of unused PTO using our policy docs"

- id: audit-reconcile-hris-records
  title: "Audit and reconcile HRIS employee records"
  domain: "HR & People Ops"
  roles: ["People Ops Specialist"]
  description: "Scan employee records for missing fields, inconsistent values, and upcoming expirations; produce a prioritized cleanup worklist."
  inputs: ["HRIS employee export", "required-field rules", "org and manager mapping"]
  outputs: ["data exception report", "cleanup task list", "records flagged for review"]
  automation: medium
  human_in_loop: spot-check
  tools: ["HRIS", "spreadsheet"]
  frequency: monthly
  trigger: "check this employee data export for missing or inconsistent fields"

- id: hris-data-hygiene-audit
  title: "Audit HRIS Records for Missing or Inconsistent Fields"
  domain: "HR & People Ops"
  roles: ["HR Operations Specialist", "HRIS Analyst"]
  description: "Scan employee records for blank or inconsistent fields (emergency contact, cost center, manager, job title) and produce a correction worklist by owner."
  inputs: ["HRIS employee data export", "required-field rules"]
  outputs: ["data exception worklist grouped by manager or owner"]
  automation: high
  human_in_loop: spot-check
  tools: ["HRIS", "spreadsheet"]
  frequency: monthly
  trigger: "Run a data quality check on our employee records and list what's missing"

- id: compensation-band-outlier-audit
  title: "Audit Salaries Against Pay Bands and Flag Outliers"
  domain: "HR & People Ops"
  roles: ["Compensation Analyst", "HR Operations Specialist"]
  description: "Compare each employee's salary to their grade's band range and flag below-min and above-max cases with the variance for comp review."
  inputs: ["employee compensation export", "pay band and grade table"]
  outputs: ["out-of-band exception list with variance", "comp review prep sheet"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["HRIS", "spreadsheet"]
  frequency: quarterly
  trigger: "Find everyone paid outside their salary band this cycle"

- id: benchmark-role-propose-pay-bands
  title: "Benchmark a role and propose pay bands"
  domain: "HR & People Ops"
  roles: ["People Ops Specialist", "HR Manager"]
  description: "Compare a role against market salary data and internal equity to recommend pay band min/mid/max. Flag employees sitting outside the proposed band."
  inputs: ["role title and level", "market salary survey data", "current employee pay for the role", "internal pay structure"]
  outputs: ["proposed pay band (min/mid/max)", "market positioning summary", "off-band exceptions list"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "BI tool", "docs"]
  frequency: quarterly
  trigger: "benchmark this role against the market survey and suggest a pay band"

- id: build-career-ladder-leveling-matrix
  title: "Build a career ladder and leveling matrix"
  domain: "HR & People Ops"
  roles: ["HR Business Partner", "People Ops Specialist"]
  description: "Draft a career ladder for a job family with level definitions, competencies, and promotion criteria across levels."
  inputs: ["job family and function", "existing role descriptions", "competency model", "comparable leveling examples"]
  outputs: ["leveling matrix", "level descriptions", "promotion criteria"]
  automation: medium
  human_in_loop: approve
  tools: ["docs", "spreadsheet"]
  frequency: ad-hoc
  trigger: "build a leveling matrix for our engineering job family"

- id: build-onboarding-plan
  title: "Build a new-hire 30-60-90 onboarding plan"
  domain: "HR & People Ops"
  roles: ["People Ops Specialist", "HR Business Partner"]
  description: "Generate a role-specific onboarding checklist and 30-60-90 day plan with tasks, owners, and milestones."
  inputs: ["role and department", "start date", "standard onboarding template", "team contacts"]
  outputs: ["onboarding checklist", "30-60-90 day plan doc", "calendar of first-week meetings"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs", "calendar", "knowledge base"]
  frequency: ad-hoc
  trigger: "create a 30-60-90 onboarding plan for a new marketing manager starting July 15"

- id: build-an-hr-compliance-filing-deadline-calendar
  title: "Build an HR compliance filing deadline calendar"
  domain: "HR & People Ops"
  roles: ["Compliance Specialist", "HR Operations Analyst", "People Ops Specialist"]
  description: "Compile recurring HR filing and notice deadlines into a dated calendar with owners and lead-time reminders."
  inputs: ["Applicable filing requirements", "Jurisdiction list", "Prior-year deadlines"]
  outputs: ["Compliance deadline calendar"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Calendar", "Knowledge base"]
  frequency: quarterly
  trigger: "Put together our HR compliance deadline calendar for next year"

- id: calculate-and-draft-a-final-pay-statement-at-termination
  title: "Calculate and draft a final pay statement at termination"
  domain: "HR & People Ops"
  roles: ["Payroll Specialist", "HR Generalist", "People Ops Specialist"]
  description: "Compute final wages, accrued-leave payout, and deductions per jurisdiction rules and draft the final pay summary."
  inputs: ["Termination details", "Pay and accrual records", "Jurisdiction final-pay rules"]
  outputs: ["Final pay statement", "Payout calculation worksheet"]
  automation: low
  human_in_loop: approve
  tools: ["Payroll system", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "Calculate the final paycheck for someone terminating Friday in California"

- id: compile-a-quarterly-headcount-and-turnover-report
  title: "Compile a quarterly headcount and turnover report"
  domain: "HR & People Ops"
  roles: ["HR Operations Analyst", "People Analytics Specialist", "HR Business Partner"]
  description: "Aggregate headcount, hires, exits, and turnover rates by department and tenure into a quarterly metrics report."
  inputs: ["HRIS headcount data", "Hire and termination records", "Prior-period figures"]
  outputs: ["Headcount and turnover report"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["HRIS", "Spreadsheet", "Presentation software"]
  frequency: quarterly
  trigger: "Build the Q2 headcount and turnover report by department"

- id: crew-block-hour-payroll-summary
  title: "Compile monthly crew block-hour and overtime summary"
  domain: "HR & People Ops"
  roles: ["Airline Crew Scheduling Assistant"]
  description: "Aggregate flown block hours, per-diems, and overtime per crew member into a payroll-ready summary with exceptions flagged."
  inputs: ["flown duty logs", "pay rules", "per-diem rates"]
  outputs: ["payroll summary", "exception list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["crew management system", "spreadsheet", "ERP"]
  frequency: monthly
  trigger: "build this month's crew block-hour payroll summary"

- id: document-er-investigation-summary
  title: "Document an employee relations investigation summary"
  domain: "HR & People Ops"
  roles: ["HR Business Partner", "HR Manager"]
  description: "Turn interview notes and a timeline into a structured, neutral investigation summary with findings and recommended next steps."
  inputs: ["interview notes", "complaint details", "relevant policy excerpts", "timeline of events"]
  outputs: ["investigation summary document", "findings section", "recommended actions"]
  automation: medium
  human_in_loop: sign-off
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "draft a neutral investigation summary from these interview notes"

- id: draft-a-cobra-continuation-coverage-notice
  title: "Draft a COBRA continuation coverage notice"
  domain: "HR & People Ops"
  roles: ["Benefits Administrator", "HR Generalist", "People Ops Specialist"]
  description: "Prepare a continuation-of-coverage notice for a departing employee, populating qualifying event, coverage options, and deadlines."
  inputs: ["Termination or qualifying event details", "Benefits enrollment record", "Notice template"]
  outputs: ["COBRA continuation notice"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Benefits system", "Document editor"]
  frequency: ad-hoc
  trigger: "Generate the COBRA notice for an employee leaving at the end of the month"

- id: draft-a-merit-increase-letter-from-approved-adjustments
  title: "Draft a merit increase letter from approved adjustments"
  domain: "HR & People Ops"
  roles: ["Compensation Analyst", "HR Generalist", "People Ops Specialist"]
  description: "Generate individualized merit-increase letters with new rate, effective date, and percentage from an approved adjustment sheet."
  inputs: ["Approved adjustment list", "Employee records", "Letter template"]
  outputs: ["Merit increase letters"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Document editor", "Mail merge"]
  frequency: ad-hoc
  trigger: "Draft merit increase letters from the approved comp cycle spreadsheet"

- id: draft-a-new-hire-it-and-equipment-provisioning-request
  title: "Draft a new-hire IT and equipment provisioning request"
  domain: "HR & People Ops"
  roles: ["HR Coordinator", "People Ops Specialist", "Onboarding Specialist"]
  description: "Generate an IT and facilities provisioning request listing accounts, hardware, and access by role and start date."
  inputs: ["New-hire details and role", "Standard access and equipment matrix", "Start date"]
  outputs: ["Provisioning request ticket or email"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Ticketing system", "Email", "Knowledge base"]
  frequency: ad-hoc
  trigger: "Open the IT provisioning request for our new sales hire starting Monday"

- id: draft-a-written-warning-disciplinary-notice
  title: "Draft a written warning disciplinary notice"
  domain: "HR & People Ops"
  roles: ["HR Generalist", "Employee Relations Specialist", "HR Business Partner"]
  description: "Draft a written warning documenting the issue, prior steps, expectations, and consequences from manager-provided facts."
  inputs: ["Manager incident notes", "Prior warnings and history", "Disciplinary policy"]
  outputs: ["Written warning notice draft"]
  automation: medium
  human_in_loop: approve
  tools: ["Document editor", "Knowledge base"]
  frequency: ad-hoc
  trigger: "Write up a formal written warning for repeated attendance issues"

- id: draft-an-accommodation-interactive-process-response
  title: "Draft an accommodation interactive-process response"
  domain: "HR & People Ops"
  roles: ["HR Generalist", "Employee Relations Specialist", "Leave Specialist"]
  description: "Draft a response acknowledging an accommodation request and outlining interactive-process next steps and documentation needs."
  inputs: ["Accommodation request details", "Job duties and essential functions", "Policy guidance"]
  outputs: ["Interactive-process response letter"]
  automation: low
  human_in_loop: sign-off
  tools: ["Document editor", "Knowledge base"]
  frequency: ad-hoc
  trigger: "Help me respond to this employee's request for a workplace accommodation"

- id: draft-an-adverse-action-notice-for-a-background-check
  title: "Draft an adverse action notice for a background check"
  domain: "HR & People Ops"
  roles: ["HR Generalist", "Compliance Specialist", "Recruiting Coordinator"]
  description: "Draft pre- and final-adverse-action notices when a background check result may affect a hiring decision, with required disclosures."
  inputs: ["Background check summary", "Candidate details", "Applicable regulatory requirements"]
  outputs: ["Adverse action notice draft"]
  automation: low
  human_in_loop: sign-off
  tools: ["Document editor", "Knowledge base"]
  frequency: ad-hoc
  trigger: "Draft the pre-adverse action letter for this candidate's background check"

- id: draft-handbook-policy
  title: "Draft an employee handbook policy section"
  domain: "HR & People Ops"
  roles: ["HR Manager", "HR Business Partner"]
  description: "Draft or update a handbook policy (e.g. remote work, PTO, expenses) from bullet requirements and existing policy style."
  inputs: ["policy intent / requirements", "existing handbook", "applicable jurisdiction notes"]
  outputs: ["policy draft in house style", "summary of changes vs prior version"]
  automation: medium
  human_in_loop: sign-off
  tools: ["docs", "knowledge base"]
  frequency: quarterly
  trigger: "draft a remote work policy section for the handbook based on these bullet points"

- id: draft-an-employment-verification-letter
  title: "Draft an employment verification letter"
  domain: "HR & People Ops"
  roles: ["HR Coordinator", "HR Generalist", "People Ops Specialist"]
  description: "Generate a verification-of-employment letter confirming title, dates, and status for a third party from HRIS data."
  inputs: ["Employee record from HRIS", "Verification request details", "Letter template"]
  outputs: ["Employment verification letter"]
  automation: high
  human_in_loop: review-before-send
  tools: ["HRIS", "Document editor", "Email"]
  frequency: ad-hoc
  trigger: "Write a verification of employment letter for Jordan Lee for their mortgage application"

- id: draft-offer-letter
  title: "Draft an offer letter from approved terms"
  domain: "HR & People Ops"
  roles: ["Recruiter", "HR Manager"]
  description: "Populate the offer letter template with approved compensation, title, and start details for a candidate."
  inputs: ["approved offer terms", "candidate details", "offer letter template"]
  outputs: ["offer letter draft ready for e-signature"]
  automation: high
  human_in_loop: approve
  tools: ["docs", "ATS", "e-signature"]
  frequency: ad-hoc
  trigger: "draft an offer letter for this candidate using the approved terms"

- id: answer-equity-faqs
  title: "Draft answers to employee equity questions"
  domain: "HR & People Ops"
  roles: ["Equity Compensation Administrator"]
  description: "Draft responses to vesting, exercise-window, and tax-timing questions from the plan documents."
  inputs: ["Employee question", "Equity plan document", "Grant record"]
  outputs: ["Draft response"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ticketing", "knowledge base", "email"]
  frequency: weekly
  trigger: "answer this employee's question about their vesting"

- id: draft-engagement-survey-questions
  title: "Draft engagement survey questions for a focus area"
  domain: "HR & People Ops"
  roles: ["Employee Engagement Specialist"]
  description: "Draft survey items aligned to a chosen engagement driver or focus topic."
  inputs: ["Focus area/objective", "Existing question bank"]
  outputs: ["Draft survey questions"]
  automation: medium
  human_in_loop: approve
  tools: ["survey tool", "knowledge base"]
  frequency: quarterly
  trigger: "draft survey questions about manager effectiveness"

- id: draft-equity-grant-notification
  title: "Draft equity grant award notification"
  domain: "HR & People Ops"
  roles: ["Equity Compensation Administrator"]
  description: "Generate a grant award letter and plain-language summary from grant terms and the plan document."
  inputs: ["Grant terms", "Equity plan document", "Employee details"]
  outputs: ["Draft grant letter and summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["HRIS", "e-signature", "email"]
  frequency: monthly
  trigger: "draft the RSU grant letter for this employee"

- id: draft-internal-announcement
  title: "Draft internal people announcements"
  domain: "HR & People Ops"
  roles: ["People Ops Specialist", "Comms Manager", "HR Manager"]
  description: "Write internal announcements for new hires, promotions, role changes, or org updates in the company voice."
  inputs: ["announcement facts (name, role, start/effective date)", "tone guidelines"]
  outputs: ["announcement draft for email or chat", "short and long versions"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "docs", "knowledge base"]
  frequency: weekly
  trigger: "write a new-hire announcement for our incoming head of design"

- id: draft-job-description
  title: "Draft job description from a role brief"
  domain: "HR & People Ops"
  roles: ["HR Manager", "People Ops Specialist", "Recruiter"]
  description: "Turn a short role brief and team context into a structured, inclusive job description with responsibilities, requirements, and level."
  inputs: ["role brief / hiring manager notes", "team and level context", "existing JD templates"]
  outputs: ["formatted job description draft", "bias-flagged language notes"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs", "ATS", "knowledge base"]
  frequency: ad-hoc
  trigger: "write a job description for a senior backend engineer from these hiring manager notes"

- id: draft-leave-eligibility-letter
  title: "Draft leave eligibility determination letter"
  domain: "HR & People Ops"
  roles: ["Leave of Absence Specialist"]
  description: "Generate an FMLA/leave eligibility or denial letter from policy rules and the employee's tenure and hours worked."
  inputs: ["Employee tenure and hours record", "Leave policy", "Leave request details"]
  outputs: ["Draft eligibility/denial letter"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["HRIS", "knowledge base", "email"]
  frequency: weekly
  trigger: "draft an FMLA eligibility letter for this employee"

- id: benefit-eligibility-letter
  title: "Draft member benefit eligibility letters"
  domain: "HR & People Ops"
  roles: ["Union dues and benefits administrator"]
  description: "Generate health, pension, or hardship-fund eligibility letters based on dues standing and service hours."
  inputs: ["dues standing", "service hours", "benefit rules"]
  outputs: ["eligibility letter draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "membership system"]
  frequency: ad-hoc
  trigger: "A member asks about benefit eligibility"

- id: draft-open-enrollment-benefits-guide
  title: "Draft open enrollment benefits guide and reminders"
  domain: "HR & People Ops"
  roles: ["People Ops Specialist", "HR Manager"]
  description: "Turn plan documents into a plain-language benefits enrollment guide, employee FAQ, and a sequence of deadline reminder emails."
  inputs: ["benefits plan summaries", "enrollment dates", "prior-year FAQ", "cost and contribution tables"]
  outputs: ["enrollment guide", "employee FAQ", "reminder email sequence"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs", "email", "knowledge base"]
  frequency: ad-hoc
  trigger: "write our open enrollment guide and reminder emails from these plan docs"

- id: draft-payroll-variance-report
  title: "Draft payroll variance report"
  domain: "HR & People Ops"
  roles: ["Payroll Specialist"]
  description: "Explain gross-to-net changes versus the prior period by employee and category for sign-off."
  inputs: ["current payroll register", "prior payroll register", "headcount changes"]
  outputs: ["variance breakdown", "narrative explanation"]
  automation: medium
  human_in_loop: sign-off
  tools: ["spreadsheet", "ERP", "docs"]
  frequency: monthly
  trigger: "compare this payroll run to last month and explain the differences"

- id: draft-pip-documentation
  title: "Draft performance improvement plan documentation"
  domain: "HR & People Ops"
  roles: ["HR Business Partner", "HR Manager"]
  description: "Structure manager feedback into a clear, fair PIP with specific goals, success measures, and timelines."
  inputs: ["manager feedback and examples", "role expectations", "PIP template"]
  outputs: ["PIP draft with measurable goals and review dates"]
  automation: low
  human_in_loop: sign-off
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "turn these manager notes into a structured performance improvement plan"

- id: draft-review-cycle-communications
  title: "Draft performance review cycle communications"
  domain: "HR & People Ops"
  roles: ["Performance Management Specialist"]
  description: "Draft kickoff, deadline, and reminder communications plus a timeline for the review cycle."
  inputs: ["Review cycle dates", "Process overview"]
  outputs: ["Draft comms", "Cycle timeline"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "knowledge base", "calendar"]
  frequency: quarterly
  trigger: "draft the kickoff comms for our Q3 review cycle"

- id: draft-preboarding-welcome-email
  title: "Draft pre-boarding welcome and documents email"
  domain: "HR & People Ops"
  roles: ["Onboarding Specialist"]
  description: "Draft a personalized welcome email listing required documents and first-day logistics."
  inputs: ["New hire details", "Required documents list"]
  outputs: ["Draft welcome email"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "e-signature", "knowledge base"]
  frequency: weekly
  trigger: "draft the welcome email for our new hire"

- id: unemployment-claim-response-drafting
  title: "Draft Response to State Unemployment Claim"
  domain: "HR & People Ops"
  roles: ["HR Compliance Specialist", "HR Operations Specialist"]
  description: "Pull the claimant's separation record and draft the agency response with separation reason, employment dates, and final pay details for review."
  inputs: ["unemployment claim notice", "employee separation record", "final pay details"]
  outputs: ["drafted claim response with supporting facts"]
  automation: low
  human_in_loop: sign-off
  tools: ["HRIS", "knowledge base", "email"]
  frequency: ad-hoc
  trigger: "Draft our response to this unemployment claim notice"

- id: draft-payroll-inquiry-responses
  title: "Draft responses to employee payroll inquiries"
  domain: "HR & People Ops"
  roles: ["Payroll Specialist", "Payroll Analyst"]
  description: "Draft clear replies to common pay, deduction, and tax-withholding questions using policy and pay-stub data."
  inputs: ["employee question", "pay stub/register detail", "payroll policy"]
  outputs: ["drafted email reply"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["email", "knowledge base", "HRIS"]
  frequency: weekly
  trigger: "draft a reply to this employee asking why their net pay dropped"

- id: create-offboarding-checklist
  title: "Generate an employee offboarding checklist"
  domain: "HR & People Ops"
  roles: ["People Ops Specialist", "HR Manager"]
  description: "Produce a tailored offboarding checklist covering access revocation, asset return, final pay, and knowledge transfer steps."
  inputs: ["departing employee role", "last day", "systems/asset list", "offboarding policy"]
  outputs: ["offboarding checklist with owners and due dates", "exit task tracker"]
  automation: high
  human_in_loop: approve
  tools: ["docs", "spreadsheet", "ticketing"]
  frequency: ad-hoc
  trigger: "build an offboarding checklist for a sales rep leaving on the 30th"

- id: enrollment-confirmation-statements
  title: "Generate enrollment confirmation statements"
  domain: "HR & People Ops"
  roles: ["Benefits enrollment processor"]
  description: "Produce per-employee confirmation statements and ID-card request lists from completed elections."
  inputs: ["Completed elections", "Plan and coverage details", "Statement template"]
  outputs: ["Confirmation statements", "ID-card request list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Mail-merge tool", "Benefits enrollment export", "Statement template"]
  frequency: weekly
  trigger: "Elections are finalized for a group"

- id: generate-onboarding-checklist
  title: "Generate personalized new-hire onboarding plan"
  domain: "HR & People Ops"
  roles: ["Onboarding Specialist"]
  description: "Build a tailored onboarding checklist and first-week schedule based on the hire's role and department."
  inputs: ["New hire role and department", "Standard onboarding template"]
  outputs: ["Onboarding checklist", "First-week schedule"]
  automation: high
  human_in_loop: spot-check
  tools: ["HRIS", "spreadsheet", "calendar"]
  frequency: weekly
  trigger: "create an onboarding plan for our new marketing hire"

- id: generate-personalized-total-compensation-statements
  title: "Generate personalized total compensation statements"
  domain: "HR & People Ops"
  roles: ["Compensation Analyst", "Benefits Administrator", "People Ops Specialist"]
  description: "Merge salary, bonus, equity, and benefits values into a per-employee total-rewards statement from a data file."
  inputs: ["Per-employee compensation data", "Benefits valuation", "Statement template"]
  outputs: ["Total compensation statements"]
  automation: high
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Document editor", "Mail merge"]
  frequency: ad-hoc
  trigger: "Create total rewards statements for everyone from this comp data file"

- id: work-authorization-expiry-monitoring
  title: "Monitor Work Authorization Expiry and Draft Reverification Notices"
  domain: "HR & People Ops"
  roles: ["HR Compliance Specialist", "HR Operations Specialist"]
  description: "Scan employee records for work-authorization documents expiring within 90 days and draft reverification reminders for affected employees."
  inputs: ["employee work-authorization records with expiry dates", "reverification notice template"]
  outputs: ["expiry watchlist", "drafted reverification notices"]
  automation: high
  human_in_loop: review-before-send
  tools: ["HRIS", "spreadsheet", "email"]
  frequency: monthly
  trigger: "Flag any work permits expiring in the next 90 days and draft the reminders"

- id: dependent-eligibility-audit-prep
  title: "Prepare dependent eligibility audit requests"
  domain: "HR & People Ops"
  roles: ["Benefits enrollment processor"]
  description: "Identify dependents missing verification documents and draft tailored document-request letters for the eligibility audit."
  inputs: ["Dependent enrollment records", "Required document list"]
  outputs: ["Missing-document list", "Draft request letters"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Mail-merge tool", "Benefits enrollment export"]
  frequency: monthly
  trigger: "A dependent eligibility audit is launched"

- id: reconcile-401k-contributions-against-the-payroll-register
  title: "Reconcile 401(k) contributions against the payroll register"
  domain: "HR & People Ops"
  roles: ["Payroll Specialist", "Benefits Administrator", "HR Operations Analyst"]
  description: "Match employee and employer retirement contributions in the provider file to the payroll register and flag variances."
  inputs: ["Retirement provider contribution file", "Payroll register", "Deferral elections"]
  outputs: ["Reconciliation report", "Variance list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Payroll system", "Benefits system"]
  frequency: monthly
  trigger: "Reconcile this period's 401k contributions to the payroll register"

- id: benefits-carrier-invoice-reconciliation
  title: "Reconcile benefits carrier invoice against enrollment records"
  domain: "HR & People Ops"
  roles: ["Benefits Administrator", "HR Operations Specialist"]
  description: "Match monthly carrier invoice line items to HRIS enrollment data and flag mismatches (terminated staff still billed, missing dependents, wrong coverage tier)."
  inputs: ["monthly carrier invoice", "HRIS enrollment export", "benefits plan and rate table"]
  outputs: ["discrepancy report", "drafted adjustment request to carrier"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["HRIS", "spreadsheet", "email"]
  frequency: monthly
  trigger: "Reconcile this month's medical carrier invoice against our enrollment list"

- id: reconcile-pto-accrual-balances-against-leave-policy
  title: "Reconcile PTO accrual balances against leave policy"
  domain: "HR & People Ops"
  roles: ["HR Operations Analyst", "Payroll Specialist", "People Ops Specialist"]
  description: "Recalculate accrued and used PTO per policy rules and flag balances that don't match the HRIS for correction."
  inputs: ["PTO policy rules", "HRIS accrual balances", "Leave usage records"]
  outputs: ["PTO reconciliation report", "Discrepancy list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["HRIS", "Spreadsheet"]
  frequency: monthly
  trigger: "Check everyone's PTO balances against our accrual policy and flag mismatches"

- id: reconcile-timesheets-to-payroll
  title: "Reconcile timesheets to payroll register"
  domain: "HR & People Ops"
  roles: ["Payroll Specialist"]
  description: "Match approved hours, PTO, and overtime to the payroll register and flag mismatches before the run."
  inputs: ["timesheet export", "draft payroll register", "PTO/leave records"]
  outputs: ["exception list", "reconciliation summary"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "ERP", "HRIS"]
  frequency: monthly
  trigger: "check these timesheets against the payroll register and flag any discrepancies"

- id: review-a-job-description-for-biased-or-non-inclusive-language
  title: "Review a job description for biased or non-inclusive language"
  domain: "HR & People Ops"
  roles: ["HR Generalist", "Talent Acquisition Partner", "DEI Specialist"]
  description: "Scan a job description for gendered, ageist, or exclusionary wording and suggest neutral replacements."
  inputs: ["Draft job description", "Inclusive-language guidelines"]
  outputs: ["Flagged language list", "Revised job description"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Document editor", "Knowledge base"]
  frequency: ad-hoc
  trigger: "Check this job description for biased language and suggest fixes"

- id: probation-period-review-handoff
  title: "Route End-of-Probation Reviews to Managers"
  domain: "HR & People Ops"
  roles: ["HR Operations Specialist", "HR Business Partner"]
  description: "Identify employees whose probation ends within two weeks and send each manager a confirm/extend/terminate decision request with the review template."
  inputs: ["new-hire start dates", "probation policy period", "employee-to-manager mapping"]
  outputs: ["probation-ending list", "drafted manager decision requests"]
  automation: high
  human_in_loop: approve
  tools: ["HRIS", "email", "e-signature"]
  frequency: weekly
  trigger: "Who's coming up on the end of probation and ping their managers"

- id: summarize-engagement-survey
  title: "Summarize engagement survey results"
  domain: "HR & People Ops"
  roles: ["HR Business Partner", "People Ops Specialist"]
  description: "Analyze engagement survey scores and open-text comments into themes, trends, and suggested action areas."
  inputs: ["survey score export", "open-text comments", "prior period results"]
  outputs: ["theme summary", "trend highlights", "recommended action list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "BI tool", "docs"]
  frequency: quarterly
  trigger: "summarize this engagement survey export into top themes and action items"

- id: summarize-leave-case-status
  title: "Summarize leave case notes into a status update"
  domain: "HR & People Ops"
  roles: ["Leave of Absence Specialist"]
  description: "Condense case notes, documents, and timelines into a concise leave case status summary."
  inputs: ["Leave case notes", "Submitted documentation"]
  outputs: ["Case status summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["HRIS", "ticketing"]
  frequency: weekly
  trigger: "summarize the status of this leave case"

- id: summarize-review-feedback
  title: "Summarize performance review feedback for calibration"
  domain: "HR & People Ops"
  roles: ["HR Business Partner", "People Ops Specialist"]
  description: "Consolidate self, peer, and manager review inputs per employee into balanced summaries for calibration meetings."
  inputs: ["360 review responses", "self-assessments", "rating scale"]
  outputs: ["per-employee feedback summary", "strengths and development themes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet", "BI tool"]
  frequency: quarterly
  trigger: "summarize the 360 feedback for each person on this team for calibration"

- id: synthesize-exit-interviews
  title: "Synthesize exit interview themes"
  domain: "HR & People Ops"
  roles: ["HR Business Partner", "People Ops Specialist"]
  description: "Aggregate multiple exit interview notes into recurring attrition drivers and patterns by team and tenure."
  inputs: ["exit interview notes/transcripts", "department and tenure metadata"]
  outputs: ["themed attrition summary", "flagged retention risks"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet"]
  frequency: monthly
  trigger: "find the common themes across these 12 exit interview notes"

- id: exit-interview-theme-synthesis
  title: "Synthesize Exit Interview Themes for Quarterly Attrition Report"
  domain: "HR & People Ops"
  roles: ["People Analytics Specialist", "HR Business Partner"]
  description: "Tag and cluster free-text exit interview responses into recurring themes and summarize attrition drivers by department for the review."
  inputs: ["exit interview transcripts or survey responses", "attrition data"]
  outputs: ["themed summary", "top-driver breakdown by team"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "survey tool", "BI tool"]
  frequency: quarterly
  trigger: "Summarize the themes from last quarter's exit interviews by department"

- id: theme-engagement-survey-comments
  title: "Theme and sentiment-tag engagement survey comments"
  domain: "HR & People Ops"
  roles: ["Employee Engagement Specialist"]
  description: "Cluster open-text survey responses into themes with sentiment and representative quotes."
  inputs: ["Open-text survey responses"]
  outputs: ["Theme summary with sentiment"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["survey tool", "spreadsheet", "BI tool"]
  frequency: quarterly
  trigger: "summarize the themes from our latest engagement survey comments"

- id: track-return-to-work-dates
  title: "Track and flag upcoming return-to-work dates"
  domain: "HR & People Ops"
  roles: ["Leave of Absence Specialist"]
  description: "Monitor active leave cases and surface employees due to return or overdue, with reminder drafts."
  inputs: ["Active leave case list", "Return-to-work dates"]
  outputs: ["Reminder list", "Draft reminder emails"]
  automation: high
  human_in_loop: spot-check
  tools: ["HRIS", "spreadsheet", "email"]
  frequency: weekly
  trigger: "which leaves are ending in the next two weeks"

- id: track-compliance-training-completion
  title: "Track compliance training completion and draft reminders"
  domain: "HR & People Ops"
  roles: ["People Ops Specialist", "L&D Specialist"]
  description: "Compare a roster against training completion records, flag who is overdue, and draft targeted reminders to laggards and their managers."
  inputs: ["employee roster", "training completion export", "deadlines and requirements by role"]
  outputs: ["completion status report", "overdue list", "reminder emails"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "email", "knowledge base"]
  frequency: monthly
  trigger: "who hasn't finished the compliance training, and draft them reminders"

- id: leave-entitlement-tracking
  title: "Track leave eligibility and entitlement"
  domain: "HR & People Ops"
  roles: ["COBRA & leave administrator"]
  description: "Calculate FMLA/leave eligibility and remaining entitlement; draft designation notices and return-to-work reminders."
  inputs: ["Leave request", "Employment and hours history", "Leave policy rules"]
  outputs: ["Eligibility determination", "Draft designation notice"]
  automation: medium
  human_in_loop: approve
  tools: ["Spreadsheet", "HR system export", "Notice template"]
  frequency: weekly
  trigger: "An employee requests a leave of absence"

- id: track-review-completion
  title: "Track review submissions and flag missing reviews"
  domain: "HR & People Ops"
  roles: ["Performance Management Specialist"]
  description: "Cross-check submitted reviews against the roster and flag incomplete or missing submissions."
  inputs: ["Review submission status", "Employee/manager roster"]
  outputs: ["Outstanding-reviews list"]
  automation: high
  human_in_loop: spot-check
  tools: ["HRIS", "spreadsheet"]
  frequency: quarterly
  trigger: "who still hasn't submitted their reviews"

- id: credential-expiration-tracking
  title: "Track staff credential and clearance expirations"
  domain: "HR & People Ops"
  roles: ["Compliance & licensing coordinator"]
  description: "Monitor the roster of certifications, trainings, and background clearances, flag upcoming expirations, and draft renewal reminders."
  inputs: ["Staff credential roster", "Expiration dates", "Renewal requirements"]
  outputs: ["Expiration watchlist", "Draft renewal reminders"]
  automation: high
  human_in_loop: spot-check
  tools: ["roster tracker", "calendar", "messaging tool"]
  frequency: monthly
  trigger: "on a recurring monthly compliance check"

- id: triage-hr-tickets
  title: "Triage and route HR helpdesk tickets"
  domain: "HR & People Ops"
  roles: ["People Ops Specialist", "HR Manager"]
  description: "Categorize incoming HR tickets by topic, urgency, and owner, and draft a first acknowledgment reply."
  inputs: ["incoming HR ticket queue", "routing rules", "category taxonomy"]
  outputs: ["categorized and routed tickets", "draft acknowledgment replies"]
  automation: medium
  human_in_loop: spot-check
  tools: ["ticketing", "email"]
  frequency: daily
  trigger: "categorize and route the new tickets in the HR queue and draft acknowledgments"

- id: enrollment-election-validation
  title: "Validate open-enrollment elections"
  domain: "HR & People Ops"
  roles: ["Benefits enrollment processor"]
  description: "Check submitted benefit elections against eligibility rules and dependent documentation; flag incomplete or invalid forms."
  inputs: ["Enrollment elections", "Eligibility rules", "Dependent documents"]
  outputs: ["Validation exception list", "Clean elections batch"]
  automation: high
  human_in_loop: spot-check
  tools: ["Benefits enrollment export", "Spreadsheet", "Rules reference"]
  frequency: weekly
  trigger: "Elections arrive during the open-enrollment window"

- id: volunteer-hours-recognition-report
  title: "Volunteer hours tracking & recognition report"
  domain: "HR & People Ops"
  roles: ["Volunteer Coordinator"]
  description: "Aggregate logged volunteer hours and draft milestone/recognition summaries."
  inputs: ["volunteer hour logs", "recognition thresholds"]
  outputs: ["hours summary", "recognition list"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "CRM"]
  frequency: monthly
  trigger: "Total volunteer hours this month and flag who hit a milestone"

- id: adapt-job-posting-multichannel
  title: "Adapt job posting for multiple channels"
  domain: "Recruiting & Talent"
  roles: ["Recruiter", "Social Media Manager", "Recruiting Coordinator"]
  description: "Turn an approved job description into channel-specific posting copy plus short social blurbs for job boards, professional networks, and internal referral posts."
  inputs: ["approved job description", "list of channels and their length/format rules"]
  outputs: ["per-channel posting copy", "short social and referral blurbs"]
  automation: high
  human_in_loop: review-before-send
  tools: ["ATS", "docs", "social media scheduler"]
  frequency: ad-hoc
  trigger: "turn this job description into a LinkedIn post and a tightened job-board listing"

- id: applicant-disposition-reason-audit
  title: "Applicant disposition reason audit"
  domain: "Recruiting & Talent"
  roles: ["Recruiting Operations", "Compliance Analyst", "Recruiter"]
  description: "Scan rejected candidates in the ATS for missing, vague, or non-compliant disposition reason codes and flag records needing correction before an EEO/OFCCP audit."
  inputs: ["ATS applicant flow log", "approved disposition reason taxonomy"]
  outputs: ["exception list of non-compliant dispositions", "audit summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ATS", "spreadsheet"]
  frequency: monthly
  trigger: "Check this month's rejected candidates for missing or vague disposition reasons"

- id: assemble-new-hire-onboarding-checklist
  title: "Assemble new-hire onboarding checklist and welcome packet"
  domain: "Recruiting & Talent"
  roles: ["Recruiting coordinator", "Onboarding specialist"]
  description: "Build a role-specific pre-boarding checklist and welcome packet from the signed offer and start-date details."
  inputs: ["Signed offer details", "Role and team info", "Start date"]
  outputs: ["Onboarding checklist", "Welcome packet"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Document editor", "Email"]
  frequency: ad-hoc
  trigger: "Put together the onboarding packet for our new hire"

- id: background-check-vendor-handoff-packet
  title: "Background check vendor handoff packet"
  domain: "Recruiting & Talent"
  roles: ["Recruiter", "Recruiting Operations"]
  description: "Assemble candidate data and consent confirmations to initiate a background check, flagging missing consents or fields before the vendor handoff."
  inputs: ["candidate record", "signed consent and disclosure forms", "vendor intake checklist"]
  outputs: ["completed vendor intake packet", "missing-item flags"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ATS", "e-signature", "email"]
  frequency: ad-hoc
  trigger: "Prep the background check handoff for this candidate"

- id: build-boolean-sourcing-strings
  title: "Build Boolean sourcing search strings"
  domain: "Recruiting & Talent"
  roles: ["Sourcer", "Recruiter"]
  description: "Generate Boolean and X-ray search strings for job boards and search engines from a role's must-have skills and target titles."
  inputs: ["job description", "must-have skills", "target titles and companies"]
  outputs: ["boolean search strings", "x-ray queries"]
  automation: high
  human_in_loop: spot-check
  tools: ["ATS", "search engine"]
  frequency: ad-hoc
  trigger: "give me boolean search strings to find senior data engineers in Berlin"

- id: build-candidate-longlist
  title: "Build candidate longlist from search brief"
  domain: "Recruiting & Talent"
  roles: ["Executive Search Associate"]
  description: "Compile a longlist matching a search specification, with a short fit rationale per candidate."
  inputs: ["search brief", "candidate sources"]
  outputs: ["candidate longlist", "fit rationale notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ATS", "web", "spreadsheet"]
  frequency: ad-hoc
  trigger: "build a longlist of candidates matching this search brief"

- id: build-pipeline-funnel-report
  title: "Build recruiting pipeline funnel report"
  domain: "Recruiting & Talent"
  roles: ["Recruiter", "HR Manager"]
  description: "Turn an ATS export into a funnel report with time-to-fill, stage conversion, and source-of-hire, plus trend commentary."
  inputs: ["ATS pipeline export", "reporting period", "targets and benchmarks"]
  outputs: ["funnel metrics report", "trend commentary"]
  automation: medium
  human_in_loop: spot-check
  tools: ["ATS", "spreadsheet", "BI tool"]
  frequency: weekly
  trigger: "build a Q2 recruiting funnel report from this ATS export with conversion rates"

- id: build-interview-kit
  title: "Build structured interview kit and scorecard"
  domain: "Recruiting & Talent"
  roles: ["Recruiter", "HR Manager"]
  description: "Create competency-based interview questions and a scoring rubric mapped to the role's required skills for each panel stage."
  inputs: ["job description", "core competencies", "interview loop stages"]
  outputs: ["interview question kit", "scorecard rubric"]
  automation: high
  human_in_loop: review-before-send
  tools: ["ATS", "docs"]
  frequency: ad-hoc
  trigger: "build an interview kit and scorecard for this customer success manager role"

- id: build-talent-market-map
  title: "Build talent market map for a role"
  domain: "Recruiting & Talent"
  roles: ["Sourcer", "Recruiter"]
  description: "Research target companies, competitor org structures, and talent availability to map where qualified candidates work. Produces a sourcing intel brief, not individual contact strings."
  inputs: ["role profile and seniority", "target industries and geographies", "competitor list"]
  outputs: ["target company list", "market map summary with talent-pool notes"]
  automation: medium
  human_in_loop: spot-check
  tools: ["docs", "spreadsheet", "knowledge base"]
  frequency: ad-hoc
  trigger: "map the companies and talent pools for a fintech compliance lead in London"

- id: candidate-experience-complaint-triage
  title: "Candidate experience complaint triage"
  domain: "Recruiting & Talent"
  roles: ["Recruiting Operations", "Recruiter", "DEI Partner"]
  description: "Read inbound candidate feedback about the hiring process, classify severity, and route discrimination or legal-risk items to the right owner."
  inputs: ["candidate feedback submissions", "escalation routing matrix"]
  outputs: ["triaged complaint queue", "escalation drafts for serious cases"]
  automation: low
  human_in_loop: review-before-send
  tools: ["ticketing", "email", "knowledge base"]
  frequency: weekly
  trigger: "Sort this week's candidate complaints and flag anything serious"

- id: compensation-benchmark-salary-range
  title: "Compile compensation benchmark and salary range"
  domain: "Recruiting & Talent"
  roles: ["Recruiter", "HR Manager", "People Ops Specialist"]
  description: "Research market pay data for a role, level, and location and recommend a salary band with supporting rationale for the requisition. Surfaces internal-equity flags where data is provided."
  inputs: ["role title, level, location", "internal pay data", "market survey or benchmark inputs"]
  outputs: ["recommended salary range memo", "comparison table with sources"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "BI tool", "docs"]
  frequency: ad-hoc
  trigger: "build a salary range recommendation for a mid-level backend engineer in Berlin"

- id: compile-time-to-fill-aging-report
  title: "Compile time-to-fill aging report for stalled requisitions"
  domain: "Recruiting & Talent"
  roles: ["Recruiting operations analyst", "Recruiting manager"]
  description: "Rank open reqs by days-open against target SLA and flag stalled pipelines needing attention."
  inputs: ["Open requisition data", "Time-to-fill targets"]
  outputs: ["Aging report", "Stalled-req flags"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Applicant tracking system", "Spreadsheet"]
  frequency: weekly
  trigger: "Show me which reqs are aging past target"

- id: compile-weekly-requisition-status-update
  title: "Compile weekly requisition status update for hiring managers"
  domain: "Recruiting & Talent"
  roles: ["Recruiter", "Recruiting coordinator"]
  description: "Summarize each open req's pipeline stage, recent activity, and next steps into a per-manager status note."
  inputs: ["Pipeline data", "Open requisition list"]
  outputs: ["Per-manager status update"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Applicant tracking system", "Email", "Spreadsheet"]
  frequency: weekly
  trigger: "Send hiring managers their weekly req updates"

- id: coordinate-interview-scheduling
  title: "Coordinate interview loop scheduling"
  domain: "Recruiting & Talent"
  roles: ["Recruiter", "Executive Assistant"]
  description: "Propose interview slots across panel and candidate availability and draft the invites and candidate agenda."
  inputs: ["panel availability", "candidate availability", "interview loop plan"]
  outputs: ["proposed schedule", "calendar invites", "candidate agenda email"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["calendar", "email", "ATS"]
  frequency: daily
  trigger: "find times for a 4-person onsite next week and draft the candidate's agenda"

- id: deduplicate-and-standardize-candidate-records
  title: "Deduplicate and standardize candidate records"
  domain: "Recruiting & Talent"
  roles: ["Recruiting operations analyst", "Sourcer"]
  description: "Find duplicate candidate profiles and normalize tags, titles, and contact fields in the tracking system."
  inputs: ["Candidate record export", "Tagging conventions"]
  outputs: ["Merge candidate list", "Cleaned records"]
  automation: medium
  human_in_loop: approve
  tools: ["Applicant tracking system", "Spreadsheet"]
  frequency: monthly
  trigger: "Clean up duplicate candidate records in the ATS"

- id: diverse-interview-slate-audit
  title: "Diverse interview slate audit"
  domain: "Recruiting & Talent"
  roles: ["Recruiting Operations", "Recruiter", "DEI Partner"]
  description: "Before onsite scheduling, check whether a final-round slate meets diverse-slate guidelines and flag reqs that fall short for sourcing follow-up."
  inputs: ["candidate slate per req", "diverse-slate policy thresholds"]
  outputs: ["slate compliance status", "reqs needing additional sourcing"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ATS", "spreadsheet"]
  frequency: weekly
  trigger: "Check whether our final-round slates meet the diverse-slate guideline"

- id: draft-interview-confirmation-logistics-email
  title: "Draft candidate interview confirmation and logistics email"
  domain: "Recruiting & Talent"
  roles: ["Recruiting coordinator"]
  description: "Generate a pre-interview confirmation with agenda, interviewer names, location or link, and prep details."
  inputs: ["Interview schedule", "Interviewer details", "Location or meeting link"]
  outputs: ["Confirmation email"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Calendar", "Email"]
  frequency: ad-hoc
  trigger: "Send the candidate their interview confirmation details"

- id: draft-candidate-profile-summary
  title: "Draft client-ready candidate profile"
  domain: "Recruiting & Talent"
  roles: ["Executive Search Associate"]
  description: "Summarize a candidate's background into a structured, client-ready profile against the role spec."
  inputs: ["candidate CV", "role specification"]
  outputs: ["candidate profile summary", "fit-to-spec assessment"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs", "ATS"]
  frequency: ad-hoc
  trigger: "turn this CV into a client-ready candidate profile against the spec"

- id: draft-job-description-2
  title: "Draft job description from intake notes"
  domain: "Recruiting & Talent"
  roles: ["Recruiter", "HR Manager"]
  description: "Turn hiring-manager intake notes into a structured, on-brand job description with responsibilities, requirements, and EEO language."
  inputs: ["intake notes", "role title and level", "team/company boilerplate"]
  outputs: ["job description draft", "job posting copy"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs", "ATS"]
  frequency: ad-hoc
  trigger: "write a job description for this senior backend engineer role from my intake notes"

- id: draft-offer-letter-2
  title: "Draft offer letter from approved terms"
  domain: "Recruiting & Talent"
  roles: ["Recruiter", "HR Manager"]
  description: "Generate an offer letter and verbal-offer talking points from approved compensation, level, and start-date details."
  inputs: ["approved offer terms", "offer letter template", "candidate details"]
  outputs: ["offer letter draft", "verbal offer script"]
  automation: medium
  human_in_loop: approve
  tools: ["docs", "e-signature", "ATS"]
  frequency: ad-hoc
  trigger: "draft an offer letter for this candidate using the approved comp package"

- id: draft-offer-negotiation-talking-points
  title: "Draft offer negotiation talking points"
  domain: "Recruiting & Talent"
  roles: ["Recruiter", "HR Manager", "Talent Acquisition Manager"]
  description: "Prepare recruiter talking points and objection-handling scenarios for an upcoming offer call, based on candidate motivations, competing offers, and the approved comp band."
  inputs: ["candidate notes and stated motivations", "offer terms and comp band", "known competing offers"]
  outputs: ["negotiation prep doc", "objection-and-response scenarios"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "ATS"]
  frequency: ad-hoc
  trigger: "prep me for the offer call with this candidate who wants more equity and has a competing offer"

- id: draft-candidate-outreach
  title: "Draft personalized candidate outreach"
  domain: "Recruiting & Talent"
  roles: ["Sourcer", "Recruiter"]
  description: "Write personalized cold outreach messages referencing a candidate's background and the role's selling points, plus follow-ups."
  inputs: ["candidate profile", "role highlights", "outreach sequence stage"]
  outputs: ["outreach message draft", "follow-up sequence"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "ATS", "CRM"]
  frequency: daily
  trigger: "write a personalized first-touch message to this candidate for our PM role"

- id: draft-candidate-rejection
  title: "Draft personalized candidate rejection emails"
  domain: "Recruiting & Talent"
  roles: ["Recruiter"]
  description: "Write respectful, stage-appropriate rejection emails, optionally with light feedback, for candidates who didn't advance."
  inputs: ["candidate stage", "reason or feedback", "tone and brand guidelines"]
  outputs: ["rejection email drafts"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "ATS"]
  frequency: daily
  trigger: "draft kind rejection emails for the three candidates we passed on after onsite"

- id: draft-phone-screen-question-set
  title: "Draft phone screen question set from job spec"
  domain: "Recruiting & Talent"
  roles: ["Recruiter", "Sourcer"]
  description: "Generate tailored phone-screen and pre-qualification questions from a role's spec and must-have criteria."
  inputs: ["Job specification", "Must-have criteria", "Screening competencies"]
  outputs: ["Phone screen question set"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Document editor", "Applicant tracking system"]
  frequency: ad-hoc
  trigger: "Create phone screen questions for the analyst role"

- id: draft-responses-to-employer-review-feedback
  title: "Draft responses to employer review-site feedback"
  domain: "Recruiting & Talent"
  roles: ["Employer brand specialist", "Recruiting manager"]
  description: "Draft on-brand replies to public candidate and employee reviews, flagging items that need escalation."
  inputs: ["Employer review posts", "Response guidelines"]
  outputs: ["Draft responses", "Escalation flags"]
  automation: low
  human_in_loop: approve
  tools: ["Document editor"]
  frequency: weekly
  trigger: "Draft replies to the new reviews on our employer page"

- id: reengage-silver-medalist-candidates
  title: "Draft talent pool re-engagement campaign"
  domain: "Recruiting & Talent"
  roles: ["Recruiter", "Sourcer"]
  description: "Pull strong past candidates for a newly opened role and draft warm, personalized re-engagement messages referencing their prior interview history. Different from cold outreach: these are known, previously-interviewed people."
  inputs: ["prior candidate records and interview notes", "new requisition details", "reason previous process ended"]
  outputs: ["personalized re-engagement emails", "prioritized re-contact list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["ATS", "CRM", "email"]
  frequency: ad-hoc
  trigger: "write re-engagement emails to last year's finalists now that the senior designer role reopened"

- id: pipeline-diversity-eeo-report
  title: "Generate pipeline diversity report"
  domain: "Recruiting & Talent"
  roles: ["Recruiter", "HR Manager", "People Ops Specialist"]
  description: "Aggregate anonymized pipeline demographic data into a representation and stage-conversion report, flagging drop-off points and possible adverse impact for review."
  inputs: ["anonymized pipeline data", "EEO category definitions", "stage conversion data"]
  outputs: ["diversity representation report", "drop-off and adverse-impact flags"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ATS", "BI tool", "spreadsheet"]
  frequency: quarterly
  trigger: "summarize our Q2 hiring pipeline diversity and where candidates drop off by stage"

- id: job-posting-pay-transparency-check
  title: "Job posting pay-transparency compliance check"
  domain: "Recruiting & Talent"
  roles: ["Recruiting Operations", "Recruiter", "Compliance Analyst"]
  description: "Check live postings against jurisdiction pay-transparency rules; flag listings missing salary ranges or required disclosures and suggest compliant text."
  inputs: ["live job postings", "jurisdiction pay-transparency rules", "approved salary bands"]
  outputs: ["non-compliant postings list", "suggested disclosure text"]
  automation: high
  human_in_loop: review-before-send
  tools: ["ATS", "knowledge base", "spreadsheet"]
  frequency: weekly
  trigger: "Audit our open postings for pay range disclosure compliance"

- id: nudge-interviewers-for-overdue-scorecards
  title: "Nudge interviewers for overdue interview scorecards"
  domain: "Recruiting & Talent"
  roles: ["Recruiting coordinator", "Recruiter"]
  description: "Detect interviews with no submitted feedback past SLA and send reminder nudges to the panelists."
  inputs: ["Interview schedule", "Scorecard submission status"]
  outputs: ["Reminder messages", "Outstanding-feedback list"]
  automation: high
  human_in_loop: spot-check
  tools: ["Applicant tracking system", "Email"]
  frequency: daily
  trigger: "Chase the interviewers who haven't filled in scorecards"

- id: offer-comp-band-exception-flag
  title: "Offer Comp vs. Band Exception Flagging"
  domain: "Recruiting & Talent"
  roles: ["Recruiter", "Recruiting Operations", "Compensation Partner"]
  description: "Compare proposed offer compensation against the approved range for the level and location, flagging out-of-band offers that need extra approval."
  inputs: ["proposed offer details", "approved comp bands by level and location"]
  outputs: ["in/out-of-band determination", "exception routing note"]
  automation: high
  human_in_loop: approve
  tools: ["ATS", "HRIS", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Does this offer fall inside our approved comp band?"

- id: summarize-reference-checks
  title: "Prepare and summarize reference checks"
  domain: "Recruiting & Talent"
  roles: ["Recruiter"]
  description: "Prepare role-specific reference questions and summarize completed reference calls into a concise themed writeup."
  inputs: ["reference call notes or transcript", "role competencies"]
  outputs: ["reference questions", "reference summary"]
  automation: medium
  human_in_loop: spot-check
  tools: ["docs", "ATS"]
  frequency: ad-hoc
  trigger: "summarize these two reference calls into a short reference writeup"

- id: reconcile-requisitions-against-headcount-plan
  title: "Reconcile open requisitions against approved headcount plan"
  domain: "Recruiting & Talent"
  roles: ["Recruiting operations analyst", "HR business partner"]
  description: "Compare open and draft reqs to the approved headcount plan and flag unbudgeted or over-plan openings."
  inputs: ["Open requisition list", "Approved headcount plan"]
  outputs: ["Reconciliation report", "Exception flags"]
  automation: low
  human_in_loop: approve
  tools: ["Spreadsheet", "Applicant tracking system"]
  frequency: monthly
  trigger: "Check our open reqs against the approved headcount plan"

- id: route-and-acknowledge-referral-submissions
  title: "Route and acknowledge employee referral submissions"
  domain: "Recruiting & Talent"
  roles: ["Recruiting coordinator", "Recruiter"]
  description: "Log incoming employee referrals, match them to open reqs, route to the recruiter, and thank the referrer."
  inputs: ["Referral submissions", "Open requisition list"]
  outputs: ["Routed referrals", "Referrer acknowledgements"]
  automation: high
  human_in_loop: spot-check
  tools: ["Applicant tracking system", "Email"]
  frequency: daily
  trigger: "Process the new employee referrals that came in"

- id: scan-job-description-for-biased-language
  title: "Scan job description for biased or non-inclusive language"
  domain: "Recruiting & Talent"
  roles: ["Recruiter", "Talent acquisition specialist", "DEI partner"]
  description: "Flag gendered, age-coded, or exclusionary wording in a draft job description and suggest neutral replacements."
  inputs: ["Draft job description", "Inclusive language guidelines"]
  outputs: ["Flagged language report", "Suggested rewrites"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Document editor"]
  frequency: ad-hoc
  trigger: "Check this job description for biased wording"

- id: screen-and-rank-resumes
  title: "Screen and rank resumes against role criteria"
  domain: "Recruiting & Talent"
  roles: ["Recruiter", "Sourcer"]
  description: "Compare a batch of resumes to the role's requirements, flag must-have gaps, and rank candidates with rationale."
  inputs: ["resumes", "job requirements or scorecard"]
  outputs: ["ranked shortlist", "screening notes per candidate"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ATS", "spreadsheet"]
  frequency: daily
  trigger: "rank these 20 resumes against the job description and flag who's missing must-haves"

- id: screen-admissions-applications
  title: "Screen applications against criteria"
  domain: "Recruiting & Talent"
  roles: ["Admissions Officer"]
  description: "Summarize each application and score it against published admission criteria, flagging missing documents."
  inputs: ["application files", "admission rubric", "required document checklist"]
  outputs: ["per-applicant summary and score", "incomplete-application flags"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ATS", "docs", "spreadsheet"]
  frequency: weekly
  trigger: "summarize and score these applications against our admission rubric"

- id: segment-talent-crm-into-outreach-pools
  title: "Segment talent CRM into targeted outreach pools"
  domain: "Recruiting & Talent"
  roles: ["Sourcer", "Talent acquisition specialist"]
  description: "Group passive candidates into outreach pools by skills, seniority, location, and engagement for campaigns."
  inputs: ["Talent CRM export", "Segmentation criteria"]
  outputs: ["Segmented talent pools", "Pool definitions"]
  automation: medium
  human_in_loop: spot-check
  tools: ["CRM", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "Segment our talent CRM for an outreach campaign"

- id: send-and-summarize-candidate-experience-survey
  title: "Send and summarize candidate experience survey results"
  domain: "Recruiting & Talent"
  roles: ["Recruiting operations analyst", "Recruiting coordinator"]
  description: "Trigger post-process candidate experience surveys and summarize scores and verbatim themes into a digest."
  inputs: ["Candidate contact list", "Survey responses"]
  outputs: ["Survey digest", "Theme summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Survey tool", "Email", "Spreadsheet"]
  frequency: monthly
  trigger: "Send the candidate experience survey and summarize the results"

- id: staffing-agency-invoice-reconciliation
  title: "Staffing agency invoice reconciliation"
  domain: "Recruiting & Talent"
  roles: ["Recruiting Operations", "Vendor Manager"]
  description: "Match agency placement invoices to ATS hire records, verifying fee percentage, guarantee period, and start date, and flag discrepancies before approval."
  inputs: ["agency invoices", "ATS placement records", "agency contract terms"]
  outputs: ["reconciliation report", "discrepancy flags"]
  automation: medium
  human_in_loop: approve
  tools: ["ATS", "spreadsheet", "ERP"]
  frequency: monthly
  trigger: "Reconcile this batch of agency invoices against our placements"

- id: summarize-screening-call
  title: "Summarize recruiter screen into candidate summary"
  domain: "Recruiting & Talent"
  roles: ["Recruiter"]
  description: "Convert phone-screen notes or a transcript into a structured candidate summary with strengths, risks, comp, and fit."
  inputs: ["screen call transcript or notes", "role scorecard"]
  outputs: ["candidate summary", "submit-to-hiring-manager note"]
  automation: medium
  human_in_loop: spot-check
  tools: ["ATS", "docs"]
  frequency: daily
  trigger: "summarize this phone screen transcript into a candidate writeup for the hiring manager"

- id: synthesize-interview-debrief
  title: "Synthesize interview panel feedback"
  domain: "Recruiting & Talent"
  roles: ["Recruiter", "HR Business Partner"]
  description: "Consolidate scorecards and panel comments into a balanced hire/no-hire recommendation with themes and open concerns."
  inputs: ["interview scorecards", "panel notes"]
  outputs: ["debrief summary", "hiring recommendation"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ATS", "docs"]
  frequency: weekly
  trigger: "combine these four interview scorecards into a debrief summary and recommendation"

- id: triage-talent-submissions
  title: "Triage incoming talent and agent submissions"
  domain: "Recruiting & Talent"
  roles: ["Talent & Booking Coordinator"]
  description: "Sort agent submissions against the role/booking brief and shortlist matching talent for review."
  inputs: ["submission inbox", "casting/booking brief", "talent database"]
  outputs: ["talent shortlist", "decline responses"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["email", "ATS", "spreadsheet"]
  frequency: ad-hoc
  trigger: "shortlist the submissions for this booking brief"

- id: verify-work-authorization-document-checklist
  title: "Verify new-hire work-authorization document checklist"
  domain: "Recruiting & Talent"
  roles: ["Recruiting coordinator", "HR operations specialist"]
  description: "Build the required right-to-work document checklist for a hire and flag missing or expiring items."
  inputs: ["New-hire profile", "Work-authorization requirements", "Submitted documents"]
  outputs: ["Document checklist", "Missing-item flags"]
  automation: low
  human_in_loop: sign-off
  tools: ["Document editor", "HRIS"]
  frequency: ad-hoc
  trigger: "Check the right-to-work documents for our new hire"

- id: write-position-specification
  title: "Write position specification from intake"
  domain: "Recruiting & Talent"
  roles: ["Executive Search Associate"]
  description: "Convert client intake call notes into a role specification covering scope, must-haves, and success measures."
  inputs: ["intake call notes", "company background"]
  outputs: ["position specification", "candidate target list criteria"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs"]
  frequency: ad-hoc
  trigger: "draft a position spec from these client intake notes"

- id: abstract-contract-key-terms
  title: "Abstract contract into key-terms summary"
  domain: "Legal & Compliance"
  roles: ["Paralegal", "Legal Counsel"]
  description: "Extract key terms (parties, term, renewal, liability cap, termination, payment) into a structured contract abstract."
  inputs: ["Executed contract PDF", "Contract register fields/template"]
  outputs: ["Structured contract abstract row", "Key dates and obligations list"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs", "spreadsheet"]
  frequency: ad-hoc
  trigger: "pull the key terms from this signed agreement into our register format"

- id: abstract-commercial-lease-terms
  title: "Abstract Key Terms from a Commercial Lease"
  domain: "Legal & Compliance"
  roles: ["Lease Administration Analyst"]
  description: "Extract rent, term, escalations, renewal options, and obligations from a lease into a standardized abstract."
  inputs: ["executed commercial lease"]
  outputs: ["lease abstract"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "spreadsheet"]
  frequency: weekly
  trigger: "Abstract the key terms from this lease"

- id: fuzzy-match-adjudicate
  title: "Adjudicate fuzzy-match false positives"
  domain: "Legal & Compliance"
  roles: ["Sanctions screening analyst"]
  description: "Compare hit identity attributes to list entries and propose a cleared or escalated disposition with rationale."
  inputs: ["name-match hits", "customer identity attributes", "list entries"]
  outputs: ["disposition with rationale"]
  automation: medium
  human_in_loop: approve
  tools: ["screening tool", "case management tool"]
  frequency: daily
  trigger: "when the screening queue has pending hits"

- id: sanctions-screening-false-positive-memo
  title: "Adjudicate sanctions-screening hits and draft clearance rationale"
  domain: "Legal & Compliance"
  roles: ["Compliance Analyst", "Financial Crime Analyst"]
  description: "Compare a screening alert's name/DOB/address fields against the watchlist entry and draft a likely false-positive rationale for reviewer approval."
  inputs: ["Screening alert details", "Watchlist match record", "Customer/counterparty profile"]
  outputs: ["Match/no-match recommendation", "Drafted false-positive justification"]
  automation: low
  human_in_loop: approve
  tools: ["GRC platform", "spreadsheet", "knowledge base"]
  frequency: daily
  trigger: "write up the false-positive rationale for this sanctions hit"

- id: permit-package-assembly
  title: "Assemble a regulatory permit application package"
  domain: "Legal & Compliance"
  roles: ["Regulatory Submittal Coordinator"]
  description: "Collate required forms, exhibits, fees, and signature blocks per the agency checklist into a submittal-ready package; flag gaps."
  inputs: ["agency application checklist", "project exhibits/forms", "fee schedule"]
  outputs: ["assembled submittal package", "missing-items list"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document assembler", "PDF tool", "checklist"]
  frequency: ad-hoc
  trigger: "Permit application is due to the agency"

- id: ban-wave-evidence-packet
  title: "Assemble ban-wave evidence packets from detection logs"
  domain: "Legal & Compliance"
  roles: ["Trust & safety / anti-cheat operations analyst"]
  description: "Compile per-account evidence (detection signals, timestamps, prior strikes) for a pending enforcement wave into standardized case summaries for review."
  inputs: ["Detection log export", "Account history", "Case-summary template"]
  outputs: ["Evidence packets", "Case summary index"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Log export reader", "Spreadsheet", "Document editor"]
  frequency: ad-hoc
  trigger: "An enforcement wave is being prepared"

- id: demurrage-claim-package
  title: "Assemble demurrage claim document package"
  domain: "Legal & Compliance"
  roles: ["Demurrage and laytime analyst"]
  description: "Bundle the laytime statement with supporting documents into a complete claim package per the charter party."
  inputs: ["laytime statement", "supporting documents"]
  outputs: ["demurrage claim package"]
  automation: high
  human_in_loop: approve
  tools: ["document editor", "file storage"]
  frequency: ad-hoc
  trigger: "A voyage closed with time on demurrage to claim"

- id: form-5500-schedule-prep
  title: "Assemble Form 5500 supporting schedules"
  domain: "Legal & Compliance"
  roles: ["Retirement plan compliance analyst"]
  description: "Aggregate plan financial activity and participant counts into draft Form 5500 schedules and workpapers for review."
  inputs: ["Plan financial statements", "Participant count data", "Prior-year filing"]
  outputs: ["Draft 5500 schedules", "Supporting workpapers"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Spreadsheet", "Trust accounting export", "Filing form template"]
  frequency: quarterly
  trigger: "The plan's 5500 filing is being prepared"

- id: assess-item-rights-status
  title: "Assess copyright and rights status of archival items"
  domain: "Legal & Compliance"
  roles: ["Archival cataloguer", "Rights & reproductions coordinator"]
  description: "Apply rights rules to item dates, creators, and donor terms to propose a public-domain or restricted status."
  inputs: ["Item metadata", "Creator and death dates", "Donor agreement"]
  outputs: ["Proposed rights status"]
  automation: low
  human_in_loop: approve
  tools: ["Cataloguing system", "Rights reference tables"]
  frequency: ad-hoc
  trigger: "Before publishing items online"

- id: assess-labeling-change-impact
  title: "Assess labeling change impact across markets"
  domain: "Legal & Compliance"
  roles: ["Regulatory Affairs Specialist"]
  description: "Compare a core data sheet change against local market labels to identify where variations or updates are required."
  inputs: ["company core data sheet change", "local market label/SmPC versions"]
  outputs: ["per-market impact matrix", "required variation list"]
  automation: low
  human_in_loop: sign-off
  tools: ["document management system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Assess which market labels are affected by this CDS safety update"

- id: a11y-wcag-page-audit
  title: "Audit a page against WCAG checklist"
  domain: "Legal & Compliance"
  roles: ["Digital Accessibility Specialist"]
  description: "Evaluate a page or document against WCAG success criteria and produce findings with severity and remediation notes."
  inputs: ["Page or document", "WCAG checklist"]
  outputs: ["Accessibility findings report"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Accessibility checker", "Document editor"]
  frequency: ad-hoc
  trigger: "when a page is submitted for accessibility review"

- id: case-file-completeness-audit
  title: "Audit case files for documentation completeness"
  domain: "Legal & Compliance"
  roles: ["Case documentation specialist", "Compliance & licensing coordinator"]
  description: "Scan each case record against the required-element checklist (assessment date, signatures, service plan, review dates) and flag gaps."
  inputs: ["Case records", "Documentation requirements checklist"]
  outputs: ["Completeness audit report", "Gap flags by case"]
  automation: high
  human_in_loop: spot-check
  tools: ["case management system", "checklist tracker"]
  frequency: weekly
  trigger: "before a case review or monthly file audit"

- id: custody-signature-audit
  title: "Audit chain-of-custody records for missing entries"
  domain: "Legal & Compliance"
  roles: ["Sample & inventory chain-of-custody clerk"]
  description: "Review custody transfer records for missing signatures, timestamps, or broken handoff sequences."
  inputs: ["Custody transfer records"]
  outputs: ["Gap report", "Records needing correction"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Document repository"]
  frequency: weekly
  trigger: "Audit this week's custody handoffs for gaps"

- id: wcag-content-audit
  title: "Audit content against a WCAG checklist"
  domain: "Legal & Compliance"
  roles: ["Accessibility content reviewer (WCAG/ADA)"]
  description: "Check a page or document for alt-text presence, heading order, link-text clarity, and contrast values; list findings."
  inputs: ["Content page or document", "WCAG checklist", "Color/contrast values"]
  outputs: ["Accessibility findings report", "Remediation checklist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Document parser", "Checklist template", "Spreadsheet"]
  frequency: weekly
  trigger: "When content is queued for an accessibility review"

- id: outside-counsel-invoice-guideline-audit
  title: "Audit outside-counsel invoices against billing guidelines"
  domain: "Legal & Compliance"
  roles: ["Legal Operations Manager", "Billing Coordinator", "Paralegal"]
  description: "Review law-firm invoices for block-billing, off-rate timekeepers, and disallowed line items; flag exceptions before approval."
  inputs: ["Outside-counsel invoice (LEDES/PDF)", "Billing guidelines", "Approved rate card"]
  outputs: ["Flagged-violation list", "Suggested write-down with rationale"]
  automation: medium
  human_in_loop: approve
  tools: ["ERP", "spreadsheet", "email"]
  frequency: monthly
  trigger: "check this law firm invoice against our billing guidelines"

- id: lootbox-disclosure-audit
  title: "Audit store and marketing assets for loot-box and odds disclosures"
  domain: "Legal & Compliance"
  roles: ["Age-rating & compliance submission specialist"]
  description: "Check store screens and promo assets against region-specific paid-randomized-item disclosure and drop-rate-odds rules, flagging missing or non-compliant copy."
  inputs: ["Store/promo asset list", "Disclosure rule checklist", "Drop-rate tables"]
  outputs: ["Compliance audit findings", "Required-fix list"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Document editor", "Spreadsheet", "Asset library"]
  frequency: monthly
  trigger: "New monetized content is queued for release"

- id: subcontract-file-completeness-audit
  title: "Audit subcontract files for required documentation"
  domain: "Legal & Compliance"
  roles: ["Subcontracts Administrator (GovCon)"]
  description: "Check each subcontract file against the required-documents checklist (NDAs, certs, consent to subcontract, flow-downs) and flag missing items."
  inputs: ["subcontract file index", "required-documents checklist"]
  outputs: ["file audit report", "missing-document list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["document management", "spreadsheet", "knowledge base"]
  frequency: monthly
  trigger: "audit our subcontract files for missing documents"

- id: participant-disclosure-notice-batch
  title: "Batch annual participant disclosure notices"
  domain: "Legal & Compliance"
  roles: ["Retirement plan compliance analyst"]
  description: "Assemble required annual notices such as safe harbor, fee disclosure, and summary annual report, and verify content and recipients."
  inputs: ["Plan and fee data", "Participant distribution list", "Notice templates"]
  outputs: ["Notice packet drafts", "Distribution list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Mail-merge tool", "Notice templates", "Recordkeeping system export"]
  frequency: quarterly
  trigger: "The annual notice distribution deadline approaches"

- id: far-dfars-flowdown-matrix
  title: "Build a FAR/DFARS clause flow-down matrix"
  domain: "Legal & Compliance"
  roles: ["Contracts Compliance Administrator (FAR/DFARS)"]
  description: "Extract incorporated FAR/DFARS clauses from an awarded contract and map which are mandatory flow-downs to subcontractors by subcontract type."
  inputs: ["prime contract", "clause flow-down reference"]
  outputs: ["clause matrix", "subcontract flow-down list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document parser", "spreadsheet", "knowledge base"]
  frequency: ad-hoc
  trigger: "which clauses flow down to our subs on this contract?"

- id: spectrum-license-renewal-calendar
  title: "Build a spectrum-license renewal calendar"
  domain: "Legal & Compliance"
  roles: ["Spectrum & license administrator"]
  description: "Track license and spectrum renewal deadlines from the license database and produce a dated alert calendar."
  inputs: ["license database export", "renewal lead-time rules"]
  outputs: ["renewal calendar", "deadline alerts"]
  automation: high
  human_in_loop: spot-check
  tools: ["license database", "calendar tool"]
  frequency: quarterly
  trigger: "at the start of each quarter"

- id: permit-obligation-calendar
  title: "Build obligation calendar from environmental permits"
  domain: "Legal & Compliance"
  roles: ["Environmental permit compliance coordinator"]
  description: "Extract monitoring, sampling, and reporting deadlines from permit documents into a tracked compliance calendar with reminders."
  inputs: ["Permit documents", "Existing obligation tracker"]
  outputs: ["Obligation calendar entries", "Deadline reminders"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Document editor", "Calendar", "Spreadsheet"]
  frequency: quarterly
  trigger: "When a permit is issued, renewed, or amended"

- id: governance-compliance-calendar
  title: "Build the annual governance compliance calendar"
  domain: "Legal & Compliance"
  roles: ["Bylaws and governance clerk"]
  description: "Schedule board elections, conflict-of-interest disclosures, and annual filings with reminder dates."
  inputs: ["governing documents", "filing deadlines", "election cycle"]
  outputs: ["compliance calendar", "reminder schedule"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["calendar", "document editor"]
  frequency: quarterly
  trigger: "Time to map this year's governance deadlines"

- id: filing-deadline-calendar
  title: "Build the statutory filing deadline calendar"
  domain: "Legal & Compliance"
  roles: ["Entity Management & Filings Administrator"]
  description: "Compile filing deadlines across all entities and jurisdictions into a calendar and schedule reminders."
  inputs: ["Entity master register", "Jurisdiction filing rules", "Prior filing history"]
  outputs: ["Filing deadline calendar", "Scheduled reminder list"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "calendar tool", "reminder tool"]
  frequency: monthly
  trigger: "at the start of each filing period"

- id: decimal-interest-calculation
  title: "Calculate decimal interest for a division order"
  domain: "Legal & Compliance"
  roles: ["Division order analyst"]
  description: "Compute owner decimal interests from the title chain, tract sizes and lease burdens to set up a new division order."
  inputs: ["Title chain summary", "Tract acreage data", "Lease burden details"]
  outputs: ["Owner decimal interest schedule", "Calculation audit trail"]
  automation: low
  human_in_loop: sign-off
  tools: ["Spreadsheet", "Interest calculation worksheet"]
  frequency: ad-hoc
  trigger: "When a new well reaches first production"

- id: chapter-charter-renewal-tracking
  title: "Chapter charter & affiliation renewal tracking"
  domain: "Legal & Compliance"
  roles: ["Chapter Relations Manager"]
  description: "Track chapter charter renewals, required filings, and bylaws compliance; flag overdue items."
  inputs: ["chapter charters", "filing requirements", "submission status"]
  outputs: ["compliance status list", "overdue alerts"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "e-signature", "knowledge base"]
  frequency: monthly
  trigger: "Which chapters are behind on their charter renewals"

- id: bol-lc-discrepancy-check
  title: "Check bill of lading against letter of credit terms"
  domain: "Legal & Compliance"
  roles: ["Bill-of-lading documentation clerk"]
  description: "Compare B/L wording and data against the letter of credit and flag any discrepancy that could cause rejection."
  inputs: ["draft bill of lading", "letter of credit"]
  outputs: ["discrepancy checklist"]
  automation: low
  human_in_loop: sign-off
  tools: ["document editor", "PDF reader"]
  frequency: ad-hoc
  trigger: "A letter-of-credit shipment B/L needs to go out clean"

- id: check-claim-coverage
  title: "Check claim against policy coverage and flag exclusions"
  domain: "Legal & Compliance"
  roles: ["Insurance Claims Examiner"]
  description: "Compare claim details against policy terms and flag potential exclusions or coverage gaps."
  inputs: ["structured claim record", "policy terms"]
  outputs: ["coverage assessment with flagged exclusions"]
  automation: low
  human_in_loop: approve
  tools: ["knowledge base", "spreadsheet"]
  frequency: daily
  trigger: "compare this claim against the policy terms and flag any exclusions"

- id: crew-certificate-expiry-check
  title: "Check crew certificate and STCW validity"
  domain: "Legal & Compliance"
  roles: ["Cruise & Maritime Documentation Clerk"]
  description: "Cross-check crew certificates, medicals, and STCW endorsements against the required matrix and flag expiring or missing items."
  inputs: ["crew certificate register", "required certificate matrix", "voyage dates"]
  outputs: ["validity report", "expiry alerts"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "spreadsheet"]
  frequency: monthly
  trigger: "flag crew certs expiring before next voyage"

- id: license-check-against-compliance-holds
  title: "Check renewals against compliance holds"
  domain: "Legal & Compliance"
  roles: ["Business license renewal specialist"]
  description: "Cross-check each pending renewal against tax delinquency, code, and inspection holds before approval."
  inputs: ["Pending renewals", "Compliance hold lists"]
  outputs: ["Clear or hold disposition list"]
  automation: medium
  human_in_loop: approve
  tools: ["records database", "spreadsheet"]
  frequency: monthly
  trigger: "Renewal applications are submitted"

- id: sds-inventory-gap-check
  title: "Check SDS library against chemical inventory"
  domain: "Legal & Compliance"
  roles: ["EHS Compliance Coordinator"]
  description: "Reconcile the Safety Data Sheet library against the on-site chemical inventory and flag missing or outdated SDS."
  inputs: ["chemical inventory list", "SDS library index", "SDS dates/revisions"]
  outputs: ["SDS gap list (missing/expired)", "request list to obtain updates"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "knowledge base", "email"]
  frequency: quarterly
  trigger: "find chemicals on site that are missing a current SDS"

- id: tariff-filing-checklist-review
  title: "Check tariff filings against regulator format rules"
  domain: "Legal & Compliance"
  roles: ["Regulatory tariff-filing specialist"]
  description: "Verify a proposed tariff filing meets the regulator's formatting, required-section, and exhibit requirements before submission."
  inputs: ["draft tariff filing", "regulator filing checklist", "submission template"]
  outputs: ["completeness checklist", "issue list"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document editor", "filing checklist reference"]
  frequency: ad-hoc
  trigger: "before submitting a tariff filing"

- id: treaty-wording-check
  title: "Check treaty slip wording against placement"
  domain: "Legal & Compliance"
  roles: ["Reinsurance Analyst"]
  description: "Compare treaty slip and contract wording against agreed placement terms and flag inconsistencies."
  inputs: ["Treaty slip", "Contract wording", "Agreed placement terms"]
  outputs: ["Wording discrepancy list", "Clause review notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document management", "knowledge base"]
  frequency: ad-hoc
  trigger: "Check the treaty wording against the placement terms."

- id: vendor-insurance-certificate-gap-check
  title: "Check vendor insurance certificates against contract terms"
  domain: "Legal & Compliance"
  roles: ["Contract Manager", "Compliance Analyst", "Procurement Liaison"]
  description: "Verify each vendor's certificate of insurance meets coverage types, limits and additional-insured requirements; draft a request for any gap."
  inputs: ["Certificate of insurance", "Contract insurance schedule", "Vendor contact"]
  outputs: ["Compliant/non-compliant determination", "Drafted gap-remediation email to vendor"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document management system", "spreadsheet", "email"]
  frequency: monthly
  trigger: "does this vendor's insurance cert meet our contract requirements"

- id: classify-goods-hs-tariff-codes
  title: "Classify goods to HS/HTS tariff codes"
  domain: "Legal & Compliance"
  roles: ["Customs & Import/Export Documentation Specialist"]
  description: "Propose HS/HTS classifications from product descriptions with rationale and duty rate for broker review."
  inputs: ["product description/spec", "tariff schedule"]
  outputs: ["proposed HS/HTS code", "classification rationale"]
  automation: medium
  human_in_loop: sign-off
  tools: ["knowledge base", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Classify these new SKUs for import"

- id: classify-records-by-retention
  title: "Classify records against retention schedule"
  domain: "Legal & Compliance"
  roles: ["Records Manager"]
  description: "Tag a set of documents with record type and applicable retention period using the retention schedule, flagging items eligible for disposal."
  inputs: ["document inventory", "retention schedule"]
  outputs: ["classified record list", "disposal-eligible flags"]
  automation: medium
  human_in_loop: approve
  tools: ["document management system", "spreadsheet"]
  frequency: monthly
  trigger: "classify these documents by record type and retention period"

- id: permit-limit-exceedance-check
  title: "Compare monitoring readings against permit limits"
  domain: "Legal & Compliance"
  roles: ["Environmental permit compliance coordinator"]
  description: "Check monitoring results against permit limit values and flag exceedances or readings trending toward limits."
  inputs: ["Monitoring data", "Permit limit table"]
  outputs: ["Exceedance flags", "Near-limit watchlist"]
  automation: high
  human_in_loop: approve
  tools: ["Spreadsheet", "Database"]
  frequency: weekly
  trigger: "When new monitoring readings are uploaded"

- id: jurisdiction-requirement-checklist
  title: "Compile a jurisdiction-specific submittal requirement checklist"
  domain: "Legal & Compliance"
  roles: ["Regulatory Submittal Coordinator"]
  description: "Summarize the filing forms, copy counts, deadlines, and fees a given agency requires into a project-ready checklist."
  inputs: ["agency regulations/guidelines", "project type"]
  outputs: ["requirement checklist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["research tool", "document parser"]
  frequency: ad-hoc
  trigger: "Starting permitting in a new jurisdiction"

- id: controlled-substance-log-audit-prep
  title: "Compile controlled-substance log audit pack"
  domain: "Legal & Compliance"
  roles: ["Pharmacy Operations Technician (Administrative)"]
  description: "Reconcile perpetual inventory against dispensing logs and flag discrepancies for C-II audit review."
  inputs: ["perpetual inventory counts", "dispensing log"]
  outputs: ["Discrepancy reconciliation pack"]
  automation: medium
  human_in_loop: sign-off
  tools: ["spreadsheet", "practice mgmt"]
  frequency: monthly
  trigger: "Prep the controlled substance reconciliation for audit"

- id: sts-state-traceability-report
  title: "Compile daily plant-movement report for the state traceability system"
  domain: "Legal & Compliance"
  roles: ["Seed-to-sale compliance clerk"]
  description: "Assemble harvests, transfers, and destructions into the state-required manifest format for submission."
  inputs: ["Cultivation activity logs", "Transfer manifests"]
  outputs: ["Formatted state traceability report"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "compliance reporting portal"]
  frequency: daily
  trigger: "Cultivation logs close for the day"

- id: compile-regulatory-return
  title: "Compile draft of periodic regulatory return"
  domain: "Legal & Compliance"
  roles: ["Regulatory Reporting Analyst"]
  description: "Populate a regulatory return template from source data extracts into a review-ready draft."
  inputs: ["regulatory return template", "source data extracts"]
  outputs: ["draft regulatory return"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "ERP", "knowledge base"]
  frequency: quarterly
  trigger: "build a draft of this quarter's regulatory return"

- id: compile-food-safety-audit-packet
  title: "Compile food-safety audit documentation packet"
  domain: "Legal & Compliance"
  roles: ["Food-safety compliance coordinator"]
  description: "Gather HACCP plans, monitoring logs, and critical-control-point records into an audit-ready packet."
  inputs: ["HACCP plan", "monitoring logs", "prior audit reports"]
  outputs: ["audit packet", "document checklist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document management system", "spreadsheet"]
  frequency: quarterly
  trigger: "Third-party food-safety audit is scheduled"

- id: item19-data-compile
  title: "Compile Item 19 financial performance representation data"
  domain: "Legal & Compliance"
  roles: ["Franchise disclosure (FDD) administrator", "Multi-unit operations analyst"]
  description: "Aggregate qualifying unit sales into the averages and ranges used for the FDD Item 19 disclosure tables."
  inputs: ["unit sales dataset", "prior-year Item 19 format", "inclusion criteria"]
  outputs: ["Item 19 data tables"]
  automation: low
  human_in_loop: sign-off
  tools: ["spreadsheet", "document editor"]
  frequency: quarterly
  trigger: "During the annual FDD update"

- id: compile-permit-submittal-package
  title: "Compile jurisdiction permit submittal package"
  domain: "Legal & Compliance"
  roles: ["Permit Expeditor"]
  description: "Build a jurisdiction-specific permit submittal checklist and assemble and label the application package documents."
  inputs: ["jurisdiction permit requirements", "project documents"]
  outputs: ["permit submittal checklist", "assembled package index"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "spreadsheet"]
  frequency: ad-hoc
  trigger: "What does the city need for a building permit on this project"

- id: compile-kyc-cdd-file-and-risk-rating
  title: "Compile KYC/CDD file and draft client risk rating"
  domain: "Legal & Compliance"
  roles: ["Client Onboarding (KYC/AML) Analyst"]
  description: "Assemble entity, ownership and screening results into a CDD file, identify beneficial owners over threshold, and draft a risk rating."
  inputs: ["client KYC documents", "ownership structure", "sanctions/PEP screening results"]
  outputs: ["CDD summary file", "beneficial-owner list", "draft risk rating"]
  automation: medium
  human_in_loop: approve
  tools: ["practice mgmt", "sanctions screening tool", "document management"]
  frequency: daily
  trigger: "Put together the KYC file and risk rating for this new client"

- id: cue-sheet-compilation
  title: "Compile music cue sheets from production usage logs"
  domain: "Legal & Compliance"
  roles: ["Rights & clearances coordinator"]
  description: "Assemble cue-by-cue music usage with composer, publisher, timing, and usage type for collecting society submission."
  inputs: ["Edit decision list or music log", "Work metadata"]
  outputs: ["Completed cue sheet"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "database"]
  frequency: ad-hoc
  trigger: "once a film or episode locks picture"

- id: controlled-substance-regulatory-report
  title: "Compile periodic controlled-substance usage report"
  domain: "Legal & Compliance"
  roles: ["Controlled-substance log administrator"]
  description: "Aggregate dispensing and disposal data into the periodic report format required for regulatory filing."
  inputs: ["Dispensing log", "Disposal records", "Reporting template"]
  outputs: ["Draft regulatory report"]
  automation: medium
  human_in_loop: approve
  tools: ["Inventory management system", "Report builder"]
  frequency: monthly
  trigger: "The regulatory reporting period closes"

- id: compile-product-information-file-checklist
  title: "Compile product information file documentation checklist"
  domain: "Legal & Compliance"
  roles: ["Beauty Regulatory & Claims Compliance Coordinator"]
  description: "Assemble a per-SKU checklist of required PIF documents and flag which items are missing before regulatory submission."
  inputs: ["PIF document requirements", "Available product documentation", "SKU list for submission"]
  outputs: ["Completed PIF checklist per SKU", "Missing-document list"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "document manager"]
  frequency: monthly
  trigger: "when preparing a product for regulatory submission"

- id: compile-record-of-processing-activities
  title: "Compile record of processing activities (RoPA)"
  domain: "Legal & Compliance"
  roles: ["Compliance Officer", "Legal Counsel"]
  description: "Build or update the Article 30 processing register from intake forms and system inventories. Flag missing fields and inconsistencies for follow-up."
  inputs: ["processing intake questionnaires", "system and data inventory", "prior RoPA register"]
  outputs: ["updated RoPA register", "gap list of missing or stale entries"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "docs", "knowledge base"]
  frequency: quarterly
  trigger: "update our record of processing activities from these intake forms and flag any gaps"

- id: credentialing-packet-discrepancy-check
  title: "Cross-check credentialing packet for missing items"
  domain: "Legal & Compliance"
  roles: ["Credentialing & Provider Enrollment Specialist"]
  description: "Validate a submitted credentialing packet against requirements and flag missing or expired documents."
  inputs: ["credentialing requirement checklist", "submitted documents"]
  outputs: ["Discrepancy/gap report"]
  automation: medium
  human_in_loop: sign-off
  tools: ["knowledge base", "practice mgmt"]
  frequency: ad-hoc
  trigger: "Is this provider's credentialing file complete?"

- id: cross-check-export-documents
  title: "Cross-check export documents for consistency"
  domain: "Legal & Compliance"
  roles: ["Agricultural export documentation clerk"]
  description: "Verify quantities, commodity codes, and descriptions match across bill of lading, invoice, and packing list."
  inputs: ["bill of lading", "commercial invoice", "packing list"]
  outputs: ["consistency check report", "exception list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["document parser", "spreadsheet"]
  frequency: weekly
  trigger: "Before documents go to the carrier"

- id: cross-check-legal-description-against-tax-records
  title: "Cross-check legal description against tax records"
  domain: "Legal & Compliance"
  roles: ["Title Examiner"]
  description: "Compare the property legal description in the deed against tax and prior records and flag discrepancies."
  inputs: ["legal description", "tax assessor records", "prior deeds"]
  outputs: ["discrepancy report"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "document management system"]
  frequency: ad-hoc
  trigger: "Verify this legal description matches the tax records"

- id: self-exclusion-cross-check
  title: "Cross-check patron activity against the self-exclusion list"
  domain: "Legal & Compliance"
  roles: ["Responsible-gaming case coordinator"]
  description: "Match patron entries, enrollments, and offers against the self-exclusion register to flag breaches."
  inputs: ["Patron activity feed", "Self-exclusion register"]
  outputs: ["Breach alert list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "case management system"]
  frequency: daily
  trigger: "A self-excluded patron is detected in activity data"

- id: crosswalk-evidence-to-accreditation-standards
  title: "Crosswalk evidence to accreditation standards"
  domain: "Legal & Compliance"
  roles: ["Accreditation Coordinator"]
  description: "Map collected artifacts to each accreditation standard and flag standards lacking sufficient evidence."
  inputs: ["standards framework", "evidence inventory"]
  outputs: ["standard-to-evidence matrix", "gap list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document management", "spreadsheet", "knowledge base"]
  frequency: quarterly
  trigger: "Map our evidence files to the accreditation standards"

- id: data-request-response-log
  title: "Data request response log compilation"
  domain: "Legal & Compliance"
  roles: ["Regulatory Affairs Coordinator"]
  description: "Compile and index intervenor/regulator data requests and draft a response status log with assignees."
  inputs: ["data request documents", "response drafts"]
  outputs: ["data request response log", "status tracker"]
  automation: medium
  human_in_loop: approve
  tools: ["knowledge base", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Build the data request response log for this case"

- id: esg-framework-gap-mapping
  title: "Disclosure framework gap mapping"
  domain: "Legal & Compliance"
  roles: ["ESG / Sustainability Reporting Analyst"]
  description: "Map current disclosures to a reporting framework's requirements (e.g. CSRD/GRI/ISSB) and flag missing data points."
  inputs: ["prior sustainability report", "framework requirement index", "KPI data"]
  outputs: ["gap analysis", "missing-data point list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "spreadsheet"]
  frequency: quarterly
  trigger: "Map our disclosures to the new framework and flag gaps"

- id: draft-retention-schedule
  title: "Draft a records retention schedule"
  domain: "Legal & Compliance"
  roles: ["Records Manager", "Compliance Officer"]
  description: "Draft or update a retention schedule mapping record categories to legal hold periods and disposition actions based on applicable rules."
  inputs: ["record categories", "applicable regulations", "prior schedule"]
  outputs: ["draft retention schedule", "citations to rules"]
  automation: low
  human_in_loop: sign-off
  tools: ["docs", "spreadsheet"]
  frequency: quarterly
  trigger: "draft a retention schedule for our HR and finance records"

- id: draft-self-study-narrative
  title: "Draft accreditation self-study narratives"
  domain: "Legal & Compliance"
  roles: ["Accreditation Coordinator"]
  description: "Write standard-by-standard narrative sections citing evidence and data; mark weak or unsupported claims."
  inputs: ["standard requirements", "evidence summaries", "program data"]
  outputs: ["draft narrative sections with citations"]
  automation: low
  human_in_loop: approve
  tools: ["document management", "knowledge base"]
  frequency: quarterly
  trigger: "Draft the self-study narrative for this standard"

- id: actuarial-memorandum-drafting
  title: "Draft actuarial memorandum for rate filing"
  domain: "Legal & Compliance"
  roles: ["Actuarial Analyst"]
  description: "Draft the narrative actuarial memorandum documenting assumptions, methods and rationale for a rate filing."
  inputs: ["Rate indication results", "Assumption set", "Filing requirements"]
  outputs: ["Draft actuarial memorandum", "Assumption documentation"]
  automation: low
  human_in_loop: sign-off
  tools: ["document management", "spreadsheet", "knowledge base"]
  frequency: quarterly
  trigger: "Draft the actuarial memo for this rate filing."

- id: draft-aggregate-safety-report-section
  title: "Draft aggregate safety report sections"
  domain: "Legal & Compliance"
  roles: ["Pharmacovigilance / Drug Safety Associate"]
  description: "Draft interval narrative sections of a periodic safety report from line listings and summary tabulations."
  inputs: ["line listings", "summary tabulations", "report template"]
  outputs: ["drafted PSUR/PBRER/DSUR sections"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["safety database", "document management system"]
  frequency: quarterly
  trigger: "Draft the interval safety summary section for this PBRER"

- id: a11y-vpat-summary
  title: "Draft an accessibility conformance summary"
  domain: "Legal & Compliance"
  roles: ["Digital Accessibility Specialist"]
  description: "Compile audit results into a VPAT-style conformance summary mapping criteria to support levels."
  inputs: ["Audit findings", "Product details", "Conformance template"]
  outputs: ["Conformance summary draft"]
  automation: low
  human_in_loop: sign-off
  tools: ["Document editor", "Template library"]
  frequency: quarterly
  trigger: "when a customer requests an accessibility conformance report"

- id: manage-compliance-training-reminders
  title: "Draft and track mandatory training reminders"
  domain: "Legal & Compliance"
  roles: ["HR Compliance Specialist"]
  description: "Draft reminder communications for overdue mandatory training and track completion status."
  inputs: ["Training completion records", "Employee roster"]
  outputs: ["Reminder drafts", "Completion tracker"]
  automation: high
  human_in_loop: spot-check
  tools: ["HRIS", "email", "spreadsheet"]
  frequency: monthly
  trigger: "remind everyone who hasn't finished compliance training"

- id: board-minutes-draft
  title: "Draft board meeting minutes"
  domain: "Legal & Compliance"
  roles: ["Corporate Secretary"]
  description: "Convert meeting agenda and notes into formal minutes capturing resolutions, attendance, and action items."
  inputs: ["Meeting notes", "Agenda", "Attendance list"]
  outputs: ["Draft minutes"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Document editor", "Transcription"]
  frequency: quarterly
  trigger: "after a board meeting concludes"

- id: draft-board-resolution
  title: "Draft board resolution or written consent"
  domain: "Legal & Compliance"
  roles: ["Paralegal", "Legal Counsel"]
  description: "Draft corporate resolutions or unanimous written consents from a decision request using approved templates. Include recitals, signature blocks, and filing notes."
  inputs: ["decision or action details", "prior resolutions", "entity and governance information"]
  outputs: ["draft resolution or written consent", "signature block", "filing notes"]
  automation: high
  human_in_loop: sign-off
  tools: ["docs", "e-signature", "knowledge base"]
  frequency: ad-hoc
  trigger: "draft a board resolution approving the new bank account signatory"

- id: draft-capa-and-trend-deviations
  title: "Draft CAPA reports and trend deviations"
  domain: "Legal & Compliance"
  roles: ["QA Documentation Specialist"]
  description: "Draft a deviation/CAPA record with root-cause and action sections, and surface recurring deviation trends."
  inputs: ["deviation records", "historical deviation log"]
  outputs: ["CAPA draft", "deviation trend summary"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "document management system"]
  frequency: weekly
  trigger: "Write up the CAPA for this deviation and show recent trends"

- id: code-draft-violation-notice
  title: "Draft code violation notice from field notes"
  domain: "Legal & Compliance"
  roles: ["Code-enforcement case coordinator"]
  description: "Convert an inspector's field notes into a formal violation notice citing the relevant municipal code sections and cure deadline."
  inputs: ["Inspector field notes", "Municipal code reference"]
  outputs: ["Violation notice draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["case management system", "document template library"]
  frequency: daily
  trigger: "An inspector submits field notes for a new violation"

- id: draft-conflict-waiver-memo
  title: "Draft conflict waiver letter or ethical-wall memo"
  domain: "Legal & Compliance"
  roles: ["Conflicts-Check Analyst"]
  description: "Turn a cleared-with-conditions result into a waiver letter or screening-wall memo citing the specific parties and matters involved."
  inputs: ["conflicts hit report", "partner decision and conditions", "firm template"]
  outputs: ["draft waiver letter or ethical-wall memo"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["practice mgmt", "email"]
  frequency: weekly
  trigger: "Draft a conflict waiver for this matter"

- id: draft-corrective-action-report
  title: "Draft corrective action report from inspection findings"
  domain: "Legal & Compliance"
  roles: ["Food-safety compliance coordinator"]
  description: "Convert inspection nonconformance notes into a structured corrective-action report with root cause and action fields."
  inputs: ["inspection findings", "nonconformance notes"]
  outputs: ["draft corrective action report"]
  automation: low
  human_in_loop: approve
  tools: ["document editor", "compliance tracker"]
  frequency: ad-hoc
  trigger: "Inspection flags a nonconformance"

- id: corrective-action-notice
  title: "Draft corrective-action notices for non-compliant units"
  domain: "Legal & Compliance"
  roles: ["Field audit & brand compliance coordinator"]
  description: "Generate a default/cure notice citing the specific brand-standard violations and remediation deadlines."
  inputs: ["audit scorecard", "franchise agreement cure terms", "notice template"]
  outputs: ["draft corrective-action notice"]
  automation: low
  human_in_loop: approve
  tools: ["document editor", "template library"]
  frequency: monthly
  trigger: "When a unit fails a compliance audit"

- id: draft-covenant-violation-notices
  title: "Draft covenant violation notices"
  domain: "Legal & Compliance"
  roles: ["HOA Community Manager"]
  description: "Turn inspection findings into CC&R violation notices citing the rule, cure period, and escalation step."
  inputs: ["inspection findings", "CC&R rules", "homeowner records"]
  outputs: ["violation notice letters"]
  automation: high
  human_in_loop: review-before-send
  tools: ["CRM", "knowledge base"]
  frequency: weekly
  trigger: "Generate violation letters from this week's inspection"

- id: coverage-position-letter
  title: "Draft coverage position / reservation-of-rights letter"
  domain: "Legal & Compliance"
  roles: ["Claims Examiner"]
  description: "Draft a reservation-of-rights or coverage-position letter citing the relevant policy provisions and claim facts."
  inputs: ["Claim file summary", "Policy wording", "Letter template"]
  outputs: ["Draft coverage-position letter", "Cited policy provisions"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document management", "knowledge base", "e-signature", "email"]
  frequency: ad-hoc
  trigger: "Draft a reservation of rights letter for this claim."

- id: gaming-ctr-drafting
  title: "Draft currency transaction reports from flagged cash activity"
  domain: "Legal & Compliance"
  roles: ["Gaming AML/compliance analyst"]
  description: "Assemble patron cash-in and cash-out activity crossing reporting thresholds into draft CTR filings with required fields."
  inputs: ["Cage transaction logs", "Patron identity records"]
  outputs: ["Draft CTR filings"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "compliance filing system"]
  frequency: daily
  trigger: "Patron cash activity crosses the reporting threshold"

- id: draft-breach-notification
  title: "Draft data breach notification"
  domain: "Legal & Compliance"
  roles: ["Compliance Officer", "Legal Counsel"]
  description: "Draft regulator and affected-individual breach notifications meeting jurisdictional content and timing rules."
  inputs: ["Incident facts and timeline", "Affected data categories and counts", "Applicable breach laws"]
  outputs: ["Regulator notification draft", "Individual notice draft with required elements"]
  automation: medium
  human_in_loop: sign-off
  tools: ["docs", "knowledge base", "email"]
  frequency: ad-hoc
  trigger: "draft breach notifications for this incident under our applicable laws"

- id: draft-dsar-response
  title: "Draft data subject access request response"
  domain: "Legal & Compliance"
  roles: ["Compliance Officer", "Legal Counsel"]
  description: "Compile identified personal data and draft a compliant DSAR response letter with applicable exemptions noted."
  inputs: ["DSAR request details", "Data inventory / search results", "Applicable privacy law"]
  outputs: ["DSAR response letter draft", "Exemptions and redaction notes"]
  automation: medium
  human_in_loop: approve
  tools: ["docs", "knowledge base", "email"]
  frequency: ad-hoc
  trigger: "draft a GDPR DSAR response for this requester using the collected records"

- id: audit-pbc-request-list
  title: "Draft fieldwork PBC request list from prior-year program"
  domain: "Legal & Compliance"
  roles: ["Internal Audit Associate"]
  description: "Generate the prepared-by-client document request list for a new audit by rolling forward last year's program and tailoring to scope."
  inputs: ["Prior-year audit program", "Current engagement scope memo", "Process owner contact list"]
  outputs: ["PBC request list with owners and due dates", "Cover note to auditees"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "spreadsheet", "working-paper repository"]
  frequency: quarterly
  trigger: "when a new audit engagement is opened"

- id: draft-icsr-narrative
  title: "Draft ICSR case narratives"
  domain: "Legal & Compliance"
  roles: ["Pharmacovigilance / Drug Safety Associate"]
  description: "Generate a structured case narrative from safety database fields covering history, event course, treatment, and outcome."
  inputs: ["case data fields", "narrative template"]
  outputs: ["ICSR case narrative"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["safety database"]
  frequency: daily
  trigger: "Write the case narrative for this ICSR"

- id: incident-recordability-determination-draft
  title: "Draft incident recordability determination"
  domain: "Legal & Compliance"
  roles: ["EHS Compliance Coordinator"]
  description: "Summarize a near-miss/injury intake and draft a recordability rationale against OSHA-style criteria for review."
  inputs: ["incident/near-miss intake", "injury and treatment details", "recordability criteria"]
  outputs: ["incident summary", "draft recordability determination with rationale"]
  automation: medium
  human_in_loop: approve
  tools: ["knowledge base", "spreadsheet", "ticketing"]
  frequency: ad-hoc
  trigger: "draft a recordability determination for this injury report"

- id: incident-report-summary
  title: "Draft incident report summaries for reporting"
  domain: "Legal & Compliance"
  roles: ["Compliance & licensing coordinator", "Case documentation specialist"]
  description: "Compile incident details into the required regulatory reporting format with all mandated fields and a factual narrative."
  inputs: ["Incident details", "Reporting format requirements"]
  outputs: ["Draft incident report"]
  automation: medium
  human_in_loop: approve
  tools: ["document generator", "template library"]
  frequency: ad-hoc
  trigger: "when a reportable incident occurs"

- id: influencer-contract-draft
  title: "Draft influencer and talent contracts from templates"
  domain: "Legal & Compliance"
  roles: ["Influencer & talent contract administrator"]
  description: "Populate contract templates with negotiated deliverables, fees, usage rights and exclusivity terms."
  inputs: ["Deal terms summary", "Contract template"]
  outputs: ["Draft contract"]
  automation: medium
  human_in_loop: approve
  tools: ["document editor", "contract template library"]
  frequency: ad-hoc
  trigger: "when talent terms are agreed"

- id: draft-internal-policy-update
  title: "Draft internal policy update"
  domain: "Legal & Compliance"
  roles: ["Compliance Officer", "Legal Counsel"]
  description: "Revise an internal policy to reflect new regulations or business changes and produce a change summary."
  inputs: ["Current policy document", "New requirement or regulation", "Style/template guide"]
  outputs: ["Updated policy draft", "Redline and change summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base"]
  frequency: quarterly
  trigger: "update our acceptable use policy to reflect the new data rules"

- id: draft-litigation-hold-notice
  title: "Draft litigation hold notice"
  domain: "Legal & Compliance"
  roles: ["Legal Counsel", "Paralegal"]
  description: "Draft a legal hold notice scoping relevant custodians, data sources, and preservation instructions."
  inputs: ["Matter description and scope", "Custodian list", "Data source inventory"]
  outputs: ["Litigation hold notice draft", "Custodian distribution list"]
  automation: high
  human_in_loop: approve
  tools: ["docs", "email"]
  frequency: ad-hoc
  trigger: "draft a litigation hold notice for the Smith matter to these custodians"

- id: draft-nda-from-intake
  title: "Draft NDA from intake request"
  domain: "Legal & Compliance"
  roles: ["Paralegal", "Legal Counsel"]
  description: "Generate a one- or two-way NDA from the standard template using intake details like parties, term, and purpose."
  inputs: ["Intake form (parties, direction, term, governing law)", "NDA template"]
  outputs: ["Drafted NDA ready for review", "Summary of non-standard inputs"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs", "e-signature"]
  frequency: ad-hoc
  trigger: "draft a mutual NDA for Acme, 2-year term, Delaware law"

- id: permit-renewal-narrative-draft
  title: "Draft permit renewal narrative from prior submissions"
  domain: "Legal & Compliance"
  roles: ["Environmental permit compliance coordinator"]
  description: "Draft the renewal application narrative by updating prior submissions with current operations and monitoring history."
  inputs: ["Prior permit application", "Current operations data", "Monitoring history"]
  outputs: ["Draft renewal narrative"]
  automation: low
  human_in_loop: sign-off
  tools: ["Document editor"]
  frequency: ad-hoc
  trigger: "When a permit renewal window opens"

- id: draft-policy-document
  title: "Draft policy document from source notes"
  domain: "Legal & Compliance"
  roles: ["Technical Writer", "Compliance Officer"]
  description: "Turn bullet points, regulations, and SME input into a structured, plain-language policy document. Apply the org template and section headings."
  inputs: ["bullet points / SME notes", "relevant regulation or standard", "policy template"]
  outputs: ["formatted policy draft", "list of open questions for SMEs"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "draft a remote-work policy from these notes using our policy template"

- id: draft-policy-update-redlines
  title: "Draft policy redlines from emerging harm trends"
  domain: "Legal & Compliance"
  roles: ["Trust & safety policy writer"]
  description: "Propose redline edits to existing policies based on new abuse patterns and flagged enforcement gaps."
  inputs: ["Current policy text", "Emerging harm trend summaries", "Enforcement gap notes"]
  outputs: ["Redlined policy draft"]
  automation: low
  human_in_loop: approve
  tools: ["Document editor", "Policy knowledge base"]
  frequency: ad-hoc
  trigger: "When a new harm trend outpaces current policy"

- id: draft-preliminary-title-commitment
  title: "Draft preliminary title commitment"
  domain: "Legal & Compliance"
  roles: ["Title Examiner"]
  description: "Assemble examination findings into a preliminary title commitment with requirements and exceptions sections."
  inputs: ["examination notes", "encumbrance list"]
  outputs: ["preliminary title commitment draft"]
  automation: low
  human_in_loop: sign-off
  tools: ["document management system"]
  frequency: ad-hoc
  trigger: "Draft a preliminary title commitment from these findings"

- id: draft-property-assessment-appeal-responses
  title: "Draft property assessment appeal responses"
  domain: "Legal & Compliance"
  roles: ["Property Tax Assessment Analyst"]
  description: "Summarize an appeal, weigh comparable properties, and draft a reasoned response or recommendation."
  inputs: ["appeal filing", "comparable sales data", "assessment record"]
  outputs: ["draft appeal response / recommendation"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "knowledge base", "document management"]
  frequency: ad-hoc
  trigger: "draft a response to this homeowner's assessment appeal"

- id: draft-protocol-deviation-report
  title: "Draft protocol deviation reports"
  domain: "Legal & Compliance"
  roles: ["Clinical Trial Coordinator"]
  description: "Turn a logged incident into a written protocol deviation report classifying severity and corrective action for the site file."
  inputs: ["deviation incident notes", "protocol section references"]
  outputs: ["protocol deviation report", "deviation log entry"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document management system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Write up a protocol deviation report for this missed visit"

- id: records-retention-disposition-memo
  title: "Draft records disposition memo from retention schedule"
  domain: "Legal & Compliance"
  roles: ["Records Manager", "Compliance Analyst", "Paralegal"]
  description: "Identify records past retention and not under legal hold, then draft the disposition approval memo listing items eligible for destruction."
  inputs: ["Records inventory with dates", "Retention schedule", "Active legal-hold list"]
  outputs: ["Eligible-for-disposition list", "Disposition approval memo draft"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document management system", "spreadsheet", "knowledge base"]
  frequency: quarterly
  trigger: "which records are due for disposition this quarter and draft the memo"

- id: draft-ropa-entries
  title: "Draft records of processing entries"
  domain: "Legal & Compliance"
  roles: ["Privacy / Data Protection Program Manager"]
  description: "Turn system intake forms into structured RoPA entries describing data flows, purposes, and retention."
  inputs: ["system intake forms", "RoPA template"]
  outputs: ["RoPA entry drafts", "follow-up questions"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "knowledge base"]
  frequency: quarterly
  trigger: "create RoPA entries from these new system intake forms"

- id: draft-roi-response-letters
  title: "Draft records-request response letters with fee itemization"
  domain: "Legal & Compliance"
  roles: ["Release of Information (ROI) Specialist"]
  description: "Draft response letters to attorneys, patients and insurers and itemize allowable copy fees."
  inputs: ["Request details", "Page count", "State fee schedule"]
  outputs: ["Draft response letter", "Fee invoice"]
  automation: medium
  human_in_loop: approve
  tools: ["email", "knowledge base", "spreadsheet"]
  frequency: daily
  trigger: "Write the response letter and fee invoice for this records request"

- id: compliance-monitoring-report-draft
  title: "Draft regulatory compliance monitoring report"
  domain: "Legal & Compliance"
  roles: ["Environmental permit coordinator"]
  description: "Compile monitoring data (emissions, discharge, spill) into the agency report format and flag readings near permit limits."
  inputs: ["Field monitoring data", "Permit limit thresholds", "Agency report template"]
  outputs: ["Draft compliance report", "Near-limit exceedance flags"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Report template", "Document generator"]
  frequency: monthly
  trigger: "When a periodic agency report is due"

- id: emissions-report-narrative-draft
  title: "Draft regulatory emissions report narrative and threshold check"
  domain: "Legal & Compliance"
  roles: ["Emissions reporting specialist"]
  description: "Draft the emissions report narrative from calculated totals and cross-check those totals against reporting thresholds."
  inputs: ["Emission totals", "Reporting threshold reference", "Prior report"]
  outputs: ["Draft emissions report narrative", "Threshold check notes"]
  automation: low
  human_in_loop: sign-off
  tools: ["Document editor", "Spreadsheet"]
  frequency: quarterly
  trigger: "When emission estimates are ready for the regulatory filing"

- id: clearance-request-drafting
  title: "Draft rights clearance request letters to rights holders"
  domain: "Legal & Compliance"
  roles: ["Rights & clearances coordinator"]
  description: "Generate clearance requests with usage, term, and territory details pulled from a production's music usage log."
  inputs: ["Music usage details", "Rights holder contacts", "Request template"]
  outputs: ["Drafted clearance request letters"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document generator", "email client", "template library"]
  frequency: ad-hoc
  trigger: "when a new track needs clearing for a production"

- id: records-draft-statutory-acknowledgment
  title: "Draft statutory acknowledgment letter"
  domain: "Legal & Compliance"
  roles: ["Public-records request processor"]
  description: "Generate the acknowledgment letter with the statutory response deadline calculated from receipt date and jurisdiction rules."
  inputs: ["Request receipt date", "Statutory timeline rules"]
  outputs: ["Acknowledgment letter with deadline"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document template library", "calendar tool"]
  frequency: daily
  trigger: "A records request is logged"

- id: draft-subcontract-scope-exhibit
  title: "Draft subcontract scope-of-work exhibit"
  domain: "Legal & Compliance"
  roles: ["Subcontractor Coordinator", "Construction Estimator"]
  description: "Generate a trade scope-of-work exhibit from the awarded estimate scope, including inclusions and exclusions."
  inputs: ["awarded estimate scope", "trade definitions"]
  outputs: ["subcontract scope exhibit"]
  automation: medium
  human_in_loop: approve
  tools: ["knowledge base", "e-signature"]
  frequency: ad-hoc
  trigger: "Draft the scope exhibit for the drywall subcontract"

- id: sar-narrative-draft
  title: "Draft suspicious activity report narratives"
  domain: "Legal & Compliance"
  roles: ["Crypto transaction monitoring analyst"]
  description: "Assemble a SAR narrative from alert evidence, wallet trace, and customer profile in the standard format."
  inputs: ["alert evidence", "wallet trace", "customer profile"]
  outputs: ["SAR narrative draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["case management tool", "word processor"]
  frequency: weekly
  trigger: "when an alert is escalated for filing"

- id: ia-findings-summary-draft
  title: "Draft the audit findings summary"
  domain: "Legal & Compliance"
  roles: ["Internal Audit Associate"]
  description: "Summarize fieldwork exceptions into rated findings with root cause and recommended actions."
  inputs: ["Working papers", "Exception list", "Risk rating criteria"]
  outputs: ["Draft findings report"]
  automation: low
  human_in_loop: sign-off
  tools: ["Document editor", "Audit workpaper tool"]
  frequency: ad-hoc
  trigger: "when fieldwork wraps up"

- id: export-classification-draft
  title: "Draft USML/ECCN classification rationales for parts and data"
  domain: "Legal & Compliance"
  roles: ["ITAR/Export-Control Compliance Specialist"]
  description: "Match part descriptions and technical data to export control list entries and draft a USML/ECCN classification with supporting rationale."
  inputs: ["Part/technical-data descriptions", "Control lists (USML/CCL)"]
  outputs: ["Draft classification with rationale", "Open-question list for engineering"]
  automation: low
  human_in_loop: sign-off
  tools: ["Control-list reference", "Document management system"]
  frequency: ad-hoc
  trigger: "a new part or document needs export classification"

- id: dual-control-log-exception-review
  title: "Dual-control and vault access log exception review"
  domain: "Legal & Compliance"
  roles: ["Branch Operations Officer"]
  description: "Review vault, key register and dual-control logs against policy and flag missing sign-offs or out-of-sequence access."
  inputs: ["vault access log", "dual-control register", "control policy"]
  outputs: ["exception list", "follow-up checklist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "document management", "knowledge base"]
  frequency: weekly
  trigger: "Check this week's vault and dual-control logs for gaps"

- id: emission-factor-methodology-doc
  title: "Emission factor methodology documentation"
  domain: "Legal & Compliance"
  roles: ["Carbon Accounting Specialist"]
  description: "Draft methodology and assumptions documentation for emission factors and calculation choices for assurance review."
  inputs: ["emission factor sources", "calculation notes"]
  outputs: ["methodology memo", "assumptions log"]
  automation: high
  human_in_loop: review-before-send
  tools: ["knowledge base"]
  frequency: quarterly
  trigger: "Document our emission factor methodology for the auditors"

- id: lease-term-extraction
  title: "Extract lease terms into a lease record"
  domain: "Legal & Compliance"
  roles: ["Land & lease administrator"]
  description: "Pull primary term, rental amounts, acreage, depth severances and Pugh clauses from a scanned lease into a structured lease record."
  inputs: ["Scanned oil/gas or mineral lease PDF", "Existing lease record template"]
  outputs: ["Populated lease record fields", "List of ambiguous clauses to verify"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Document parser", "OCR tool", "Lease record database"]
  frequency: ad-hoc
  trigger: "When a newly executed lease comes in for setup"

- id: contract-obligation-register-extraction
  title: "Extract post-signature obligations into a tracker"
  domain: "Legal & Compliance"
  roles: ["Contract Manager", "Legal Operations Analyst", "Paralegal"]
  description: "Pull deliverables, renewal/notice dates, indemnity caps and SLAs from an executed contract into the obligations register and assign owners."
  inputs: ["Executed contract PDF", "Obligation register template", "Owner/team mapping"]
  outputs: ["Populated obligations register rows", "Owner-assignment summary"]
  automation: medium
  human_in_loop: spot-check
  tools: ["contract management system", "spreadsheet", "knowledge base"]
  frequency: ad-hoc
  trigger: "log the obligations from this signed contract into our tracker"

- id: extract-rights-windows-from-contracts
  title: "Extract rights windows and territories from licensing contracts"
  domain: "Legal & Compliance"
  roles: ["Rights & Royalties Analyst"]
  description: "Pull territory, term, exclusivity, and media-window clauses from license agreements into a rights register."
  inputs: ["signed license agreements", "rights register template"]
  outputs: ["structured rights register entries", "expiring-rights flags"]
  automation: medium
  human_in_loop: spot-check
  tools: ["CMS", "spreadsheet", "knowledge base"]
  frequency: ad-hoc
  trigger: "log the rights terms from these new license deals"

- id: restricted-party-screening-firstpass
  title: "First-pass restricted and denied-party screening"
  domain: "Legal & Compliance"
  roles: ["Customs & Import/Export Documentation Specialist"]
  description: "Screen shipment parties against denied-party and sanctions lists; summarize potential matches for compliance sign-off."
  inputs: ["party names/addresses", "denied-party & sanctions lists"]
  outputs: ["screening results", "match summary"]
  automation: low
  human_in_loop: sign-off
  tools: ["knowledge base", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Screen the consignee on order 7783 against sanctions lists"

- id: foia-exemption-redaction-flagging
  title: "Flag candidate FOIA exemptions and redactions"
  domain: "Legal & Compliance"
  roles: ["FOIA & Records Officer"]
  description: "Scan responsive documents for likely exemptions (PII, privacy, confidential business info) and propose redaction locations with the cited exemption."
  inputs: ["responsive document set", "exemption guide"]
  outputs: ["redaction recommendation log"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document parser", "knowledge base"]
  frequency: ad-hoc
  trigger: "flag what needs redacting in these FOIA documents"

- id: discharge-exceedance-notice
  title: "Flag discharge limit exceedances and draft notification"
  domain: "Legal & Compliance"
  roles: ["Wastewater discharge compliance specialist"]
  description: "Compare discharge results to permit limits and draft the required exceedance notification with values and timing."
  inputs: ["Discharge results", "Permit limit table", "Notification template"]
  outputs: ["Exceedance flags", "Draft notification letter"]
  automation: medium
  human_in_loop: approve
  tools: ["Spreadsheet", "Document editor"]
  frequency: monthly
  trigger: "When a result exceeds a permitted discharge limit"

- id: refill-safety-flagging
  title: "Flag early-refill and duplicate-therapy requests"
  domain: "Legal & Compliance"
  roles: ["Prescription-refill triage clerk"]
  description: "Detect too-soon refills and overlapping therapies from fill history and route them for pharmacist review."
  inputs: ["Refill requests", "Fill history", "Active medication list"]
  outputs: ["Flagged exceptions for review"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Pharmacy management system"]
  frequency: daily
  trigger: "A refill might be too early or duplicated"

- id: records-flag-exempt-content
  title: "Flag exempt content for redaction review"
  domain: "Legal & Compliance"
  roles: ["Public-records request processor"]
  description: "Scan responsive documents and flag likely-exempt material (PII, medical, active-investigation) for an attorney's redaction decision."
  inputs: ["Responsive documents", "Exemption criteria"]
  outputs: ["Flagged-passages report"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document management system", "PDF redaction tool"]
  frequency: weekly
  trigger: "Responsive records are gathered for release"

- id: incident-recordability-flagging
  title: "Flag incidents against recordability criteria"
  domain: "Legal & Compliance"
  roles: ["EHS reporting analyst"]
  description: "Screen logged incidents against regulatory recordability criteria and flag borderline cases needing a determination."
  inputs: ["Incident descriptions", "Medical treatment notes", "Recordability criteria reference"]
  outputs: ["Flagged case list with rationale"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Document editor"]
  frequency: weekly
  trigger: "When a new incident report is logged"

- id: controlled-substance-log-completeness
  title: "Flag incomplete controlled-substance log entries"
  domain: "Legal & Compliance"
  roles: ["Controlled-substance log administrator"]
  description: "Scan the log for missing signatures, quantities or witness fields and list entries needing correction."
  inputs: ["Dispensing log"]
  outputs: ["List of incomplete entries"]
  automation: high
  human_in_loop: spot-check
  tools: ["Inventory management system", "OCR/document parser"]
  frequency: daily
  trigger: "Log entries need a completeness check"

- id: loyalty-fraud-redemption-flagging
  title: "Flag suspicious loyalty redemption activity"
  domain: "Legal & Compliance"
  roles: ["Loyalty Program Administrator"]
  description: "Screen redemption and points-transfer activity for anomalous patterns and compile a prioritized fraud-review queue."
  inputs: ["redemption transaction logs", "account change history", "risk rules"]
  outputs: ["flagged activity queue", "anomaly notes"]
  automation: medium
  human_in_loop: approve
  tools: ["loyalty platform", "BI tool"]
  frequency: weekly
  trigger: "flag suspicious points redemptions this week"

- id: format-and-codify-adopted-ordinances
  title: "Format and codify adopted ordinances"
  domain: "Legal & Compliance"
  roles: ["Municipal Clerk"]
  description: "Format adopted ordinances into the municipal code structure and update the index of changes."
  inputs: ["adopted ordinance text", "existing municipal code"]
  outputs: ["codified ordinance", "updated change index"]
  automation: medium
  human_in_loop: approve
  tools: ["document management", "knowledge base"]
  frequency: monthly
  trigger: "add the new noise ordinance to the municipal code"

- id: cobra-election-notice-generation
  title: "Generate COBRA election notices"
  domain: "Legal & Compliance"
  roles: ["COBRA & leave administrator"]
  description: "On a qualifying event, draft the COBRA election notice with premium amounts, coverage options, and statutory deadlines."
  inputs: ["Qualifying event record", "Coverage and premium tables", "Notice template"]
  outputs: ["Draft COBRA election notice", "Deadline tracking entry"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Notice template", "Benefits system export", "Spreadsheet"]
  frequency: weekly
  trigger: "A COBRA qualifying event is recorded"

- id: sox-sample-selection
  title: "Generate control test sample selections"
  domain: "Legal & Compliance"
  roles: ["SOX Controls Tester"]
  description: "Draw randomized samples from a control population according to the testing methodology and sample-size guidance."
  inputs: ["Control population extract", "Sampling methodology", "Control frequency data"]
  outputs: ["Selected sample list with reference IDs", "Selection rationale log"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "data extraction tool", "random sampler"]
  frequency: quarterly
  trigger: "when a control enters its testing window"

- id: generate-engagement-letter-from-intake
  title: "Generate engagement letter from intake details"
  domain: "Legal & Compliance"
  roles: ["Engagement-Letter Administrator"]
  description: "Populate the firm engagement-letter template with scope, fee arrangement, team and terms drawn from the approved intake."
  inputs: ["approved intake/scope", "fee arrangement", "firm engagement-letter template"]
  outputs: ["draft engagement letter"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document management", "e-signature"]
  frequency: daily
  trigger: "Draft the engagement letter for this new engagement"

- id: generate-kyc-document-checklist
  title: "Generate jurisdiction-specific KYC document checklist"
  domain: "Legal & Compliance"
  roles: ["Client Onboarding (KYC/AML) Analyst"]
  description: "Produce the required KYC document request list tailored to the client's entity type and jurisdiction risk tier."
  inputs: ["entity type", "jurisdiction", "risk-tier rules"]
  outputs: ["tailored document checklist", "client request email"]
  automation: high
  human_in_loop: spot-check
  tools: ["knowledge base", "email"]
  frequency: daily
  trigger: "What KYC documents do we need from this type of client?"

- id: grant-reporting-deadline-tracker
  title: "Grant reporting deadline calendar & reminders"
  domain: "Legal & Compliance"
  roles: ["Grants Compliance Officer"]
  description: "Build a calendar of grant report/deliverable due dates and draft advance reminders to owners."
  inputs: ["grant agreements", "reporting schedules"]
  outputs: ["deadline calendar", "reminder notices"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "email", "ticketing"]
  frequency: monthly
  trigger: "What grant reports are due next quarter and remind the owners"

- id: kyc-document-completeness-check
  title: "KYC document completeness and discrepancy check"
  domain: "Legal & Compliance"
  roles: ["Onboarding/AML Reviewer"]
  description: "Check onboarding documents for completeness and cross-check name/address/DOB/ownership against the application, flagging mismatches."
  inputs: ["KYC document set", "application data", "ID verification results"]
  outputs: ["completeness checklist", "discrepancy list"]
  automation: medium
  human_in_loop: approve
  tools: ["document management", "case management"]
  frequency: daily
  trigger: "Check this onboarding pack for missing or mismatched KYC docs"

- id: agency-comment-response-tracker
  title: "Log and track agency review comments and response status"
  domain: "Legal & Compliance"
  roles: ["Regulatory Submittal Coordinator"]
  description: "Extract each agency comment into a response matrix with owner, due date, and resolution status; chase open items."
  inputs: ["agency comment letter", "project team roster"]
  outputs: ["comment-response matrix", "open-item reminders"]
  automation: high
  human_in_loop: spot-check
  tools: ["document parser", "spreadsheet", "reminder tool"]
  frequency: ad-hoc
  trigger: "Agency just sent back review comments"

- id: maintain-rights-expiration-tracker
  title: "Maintain rights-expiration tracker and flag expiring licenses"
  domain: "Legal & Compliance"
  roles: ["Rights & Clearances Coordinator", "Asset/DAM Librarian"]
  description: "Update the asset license tracker and surface assets whose rights expire within a chosen window for renewal or takedown."
  inputs: ["License tracker", "New/updated agreements", "Lookahead window"]
  outputs: ["Updated expiration tracker", "List of assets expiring soon with action needed"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "DAM", "email"]
  frequency: monthly
  trigger: "Which licensed assets expire in the next 60 days?"

- id: regulatory-change-policy-impact-notice
  title: "Map a regulatory change to affected policies and notify owners"
  domain: "Legal & Compliance"
  roles: ["Compliance Analyst", "GRC Analyst", "Policy Owner Liaison"]
  description: "Tie a published regulatory update to impacted internal policies and procedures and draft a tailored notice to each policy owner."
  inputs: ["Regulatory update text", "Policy register", "Policy owner mapping"]
  outputs: ["Impacted-policy crosswalk", "Per-owner notification drafts with required action"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "spreadsheet", "email"]
  frequency: ad-hoc
  trigger: "which policies does this new regulation affect and notify the owners"

- id: prime-flowdown-clause-mapping
  title: "Map prime-contract flow-down clauses into the sub agreement"
  domain: "Legal & Compliance"
  roles: ["Subconsultant Agreement Administrator"]
  description: "Identify clauses the prime requires flowed down and draft matching provisions in the sub agreement; flag conflicts."
  inputs: ["prime contract", "standard sub agreement template"]
  outputs: ["flow-down clause list", "redlined sub agreement"]
  automation: low
  human_in_loop: approve
  tools: ["contract analyzer", "document editor"]
  frequency: ad-hoc
  trigger: "Setting up a new subconsultant on a prime job"

- id: airworthiness-ad-fleet-effectivity-match
  title: "Match new airworthiness directives to affected tail numbers"
  domain: "Legal & Compliance"
  roles: ["Airworthiness Records Administrator"]
  description: "Monitor newly published ADs and service bulletins and match each to affected aircraft by part number and serial effectivity, drafting an applicability list."
  inputs: ["AD/SB publications", "Fleet configuration records", "Part/serial effectivity data"]
  outputs: ["Applicability list per tail number", "Compliance-due summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Regulatory publication feed", "Maintenance tracking system", "Spreadsheet"]
  frequency: weekly
  trigger: "a new airworthiness directive is published"

- id: sam-reps-certs-expiry-monitor
  title: "Monitor SAM registration and reps & certs for expiry"
  domain: "Legal & Compliance"
  roles: ["Contracts Compliance Administrator (FAR/DFARS)"]
  description: "Check entity registration and annual representations and certifications for completeness and upcoming expiration, and draft a renewal task list."
  inputs: ["registration record", "reps & certs export"]
  outputs: ["expiry/renewal alert list"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "email", "knowledge base"]
  frequency: monthly
  trigger: "flag any reps and certs about to expire"

- id: info-request-response
  title: "Package evidence for regulator and law-enforcement requests"
  domain: "Legal & Compliance"
  roles: ["Blockchain forensics investigations associate"]
  description: "Assemble trace evidence and case findings into a drafted response packet scoped to the request."
  inputs: ["case evidence", "trace summaries", "request scope"]
  outputs: ["information-request response packet"]
  automation: low
  human_in_loop: sign-off
  tools: ["case management tool", "word processor"]
  frequency: ad-hoc
  trigger: "when a subpoena or information request arrives"

- id: sync-agreement-drafting
  title: "Populate sync license agreements from deal terms"
  domain: "Legal & Compliance"
  roles: ["Sync licensing administrator"]
  description: "Fill a license template with negotiated fee, term, media, and territory and check the terms back against the quote."
  inputs: ["Agreed deal memo", "License template"]
  outputs: ["Draft sync license agreement"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document generator", "contract template", "e-signature tool"]
  frequency: ad-hoc
  trigger: "once a sync deal is verbally agreed"

- id: licensing-preaudit-gap-report
  title: "Pre-audit records against licensing standards"
  domain: "Legal & Compliance"
  roles: ["Compliance & licensing coordinator"]
  description: "Compare facility and program documentation to the licensing standards checklist and produce a prioritized gap report ahead of inspection."
  inputs: ["Facility records", "Licensing standards checklist"]
  outputs: ["Pre-audit gap report", "Remediation priority list"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document repository", "checklist tracker"]
  frequency: quarterly
  trigger: "ahead of a scheduled licensing inspection"

- id: license-application-prefill
  title: "Pre-fill license renewal application forms"
  domain: "Legal & Compliance"
  roles: ["Spectrum & license administrator"]
  description: "Populate regulatory license renewal or modification forms from existing license records for specialist review."
  inputs: ["license record", "regulator application template"]
  outputs: ["pre-filled application form"]
  automation: medium
  human_in_loop: sign-off
  tools: ["license database", "form/document editor"]
  frequency: ad-hoc
  trigger: "when a license renewal window opens"

- id: license-application-prefill-2
  title: "Pre-fill multi-jurisdiction license renewal applications"
  domain: "Legal & Compliance"
  roles: ["Cannabis licensing & permit administrator"]
  description: "Populate jurisdiction-specific renewal forms from a master entity data file and flag missing fields."
  inputs: ["Master entity data", "Blank jurisdiction forms"]
  outputs: ["Pre-filled application drafts", "Missing-data list"]
  automation: medium
  human_in_loop: approve
  tools: ["document editor", "form filler"]
  frequency: monthly
  trigger: "A renewal application is due"

- id: annual-return-prefill
  title: "Pre-fill registry annual return forms"
  domain: "Legal & Compliance"
  roles: ["Entity Management & Filings Administrator"]
  description: "Populate annual return and registry filing forms from the entity master register, flagging fields needing confirmation."
  inputs: ["Entity master data", "Registry form templates", "Director and share registers"]
  outputs: ["Pre-filled filing forms", "Fields-to-confirm list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["form filler", "spreadsheet", "document editor"]
  frequency: quarterly
  trigger: "when an entity's annual return falls due"

- id: sox-testsheet-draft
  title: "Pre-populate operating-effectiveness test sheets"
  domain: "Legal & Compliance"
  roles: ["SOX Controls Tester"]
  description: "Fill test work papers with control attributes, test steps and prior-period results, leaving evidence fields blank."
  inputs: ["Control matrix", "Prior-period work papers", "Test program template"]
  outputs: ["Pre-filled test work papers", "Attribute checklist"]
  automation: medium
  human_in_loop: spot-check
  tools: ["document editor", "spreadsheet", "working-paper repository"]
  frequency: quarterly
  trigger: "at the start of a controls testing cycle"

- id: irb-submission-completeness-check
  title: "Pre-screen IRB submission packets for completeness"
  domain: "Legal & Compliance"
  roles: ["IRB/ethics submission coordinator"]
  description: "Check a submission packet against the IRB checklist and flag missing forms, signatures, or appendices."
  inputs: ["Submission packet", "IRB checklist"]
  outputs: ["Completeness report", "Missing-items list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Document repository", "Checklist"]
  frequency: ad-hoc
  trigger: "A new study packet just came in for IRB review"

- id: age-rating-questionnaire-prep
  title: "Prepare age-rating questionnaire submission"
  domain: "Legal & Compliance"
  roles: ["Age-rating & compliance submission specialist"]
  description: "Map the build's content descriptors (violence, language, gambling-style mechanics, purchases) to rating-board questionnaire answers and assemble the submission packet."
  inputs: ["Content descriptor sheet", "Rating-board questionnaire", "Prior submission"]
  outputs: ["Draft questionnaire answers", "Submission packet"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Questionnaire form", "Document editor", "Spreadsheet"]
  frequency: quarterly
  trigger: "A release needs a rating before submission"

- id: nondiscrimination-test-data-prep
  title: "Prepare nondiscrimination test data"
  domain: "Legal & Compliance"
  roles: ["Retirement plan compliance analyst"]
  description: "Classify participants as HCE/NHCE from compensation and ownership data and assemble ADP/ACP and coverage test inputs."
  inputs: ["Compensation data", "Ownership and officer data", "Deferral and match records"]
  outputs: ["HCE/NHCE classification", "Test-ready dataset"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Spreadsheet", "Recordkeeping system export", "Compliance rules reference"]
  frequency: quarterly
  trigger: "Annual compliance testing season starts"

- id: process-image-license-request
  title: "Process incoming image licensing requests"
  domain: "Legal & Compliance"
  roles: ["Rights & reproductions coordinator"]
  description: "Log a reproduction request, check rights status, and draft a license agreement with usage terms."
  inputs: ["License request", "Object rights record", "License template"]
  outputs: ["Draft license agreement"]
  automation: medium
  human_in_loop: approve
  tools: ["Rights database", "Document editor"]
  frequency: ad-hoc
  trigger: "When a reproduction request is received"

- id: coi-disclosure-conflict-reconciliation
  title: "Reconcile conflict-of-interest disclosures against vendor list"
  domain: "Legal & Compliance"
  roles: ["Compliance Analyst", "GRC Analyst"]
  description: "Cross-check employee COI disclosures against vendor and customer master data to surface undisclosed relationships needing review."
  inputs: ["COI disclosure forms", "Vendor/customer master list", "Org chart"]
  outputs: ["Overlap/conflict flag report", "Follow-up question draft per flagged employee"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "GRC platform", "email"]
  frequency: quarterly
  trigger: "compare this quarter's COI disclosures to our vendor master"

- id: controlled-substance-log-reconcile
  title: "Reconcile controlled-substance log to inventory counts"
  domain: "Legal & Compliance"
  roles: ["Controlled-substance log administrator"]
  description: "Match dispensing log entries to physical counts and flag any discrepancies for investigation and sign-off."
  inputs: ["Dispensing log", "Physical count sheet"]
  outputs: ["Reconciliation report", "Discrepancy list"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Inventory management system", "Spreadsheet"]
  frequency: daily
  trigger: "End-of-day controlled-substance count"

- id: reconcile-legal-removal-requests
  title: "Reconcile legal removal requests for report section"
  domain: "Legal & Compliance"
  roles: ["Transparency report compiler"]
  description: "Tally government and legal content-removal demands by jurisdiction and outcome for the legal-demands section."
  inputs: ["Legal removal request log", "Jurisdiction reference list"]
  outputs: ["Reconciled legal-demand counts"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Case tracking system", "Spreadsheet"]
  frequency: quarterly
  trigger: "When compiling the legal-demands section of the report"

- id: case-record-pii-redaction
  title: "Redact PII from case records for release"
  domain: "Legal & Compliance"
  roles: ["Case documentation specialist"]
  description: "Identify and mask personally identifiable and protected information in case records being shared with partners or in response to a records request."
  inputs: ["Case record to release", "Redaction policy"]
  outputs: ["Redacted record", "Redaction log"]
  automation: medium
  human_in_loop: approve
  tools: ["document redaction tool", "PII detector"]
  frequency: ad-hoc
  trigger: "when a records release or sharing request comes in"

- id: tariff-redline-change-summary
  title: "Redline tariff versions and summarize changes"
  domain: "Legal & Compliance"
  roles: ["Regulatory tariff-filing specialist"]
  description: "Produce a redline between current and proposed tariff language with a plain-language summary of each substantive change."
  inputs: ["current tariff text", "proposed tariff text"]
  outputs: ["redline document", "change summary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document editor", "comparison tool"]
  frequency: ad-hoc
  trigger: "when a tariff revision is drafted"

- id: reg-e-provisional-credit-tracker
  title: "Reg E provisional-credit deadline tracker and letter"
  domain: "Legal & Compliance"
  roles: ["Dispute/Chargeback Analyst"]
  description: "Track regulatory dispute timelines (provisional credit, resolution) and draft the required customer status letters."
  inputs: ["dispute log", "regulatory timeline rules", "case dates"]
  outputs: ["deadline tracker", "draft status letters"]
  automation: high
  human_in_loop: review-before-send
  tools: ["case management", "spreadsheet", "email"]
  frequency: daily
  trigger: "Flag disputes nearing the provisional-credit deadline"

- id: regulatory-docket-tracker
  title: "Regulatory docket tracker update"
  domain: "Legal & Compliance"
  roles: ["Regulatory Affairs Coordinator"]
  description: "Monitor regulator docket filings, log new items, and flag upcoming comment and response deadlines."
  inputs: ["docket filing list/feed", "existing tracker"]
  outputs: ["updated docket tracker", "deadline alerts"]
  automation: medium
  human_in_loop: spot-check
  tools: ["knowledge base", "spreadsheet", "email"]
  frequency: weekly
  trigger: "Update the regulatory docket tracker"

- id: regulatory-order-obligation-summary
  title: "Regulatory order obligation summary"
  domain: "Legal & Compliance"
  roles: ["Regulatory Affairs Coordinator"]
  description: "Summarize a regulatory order or rate-case ruling and extract compliance obligations with owners and due dates."
  inputs: ["regulatory order/ruling document"]
  outputs: ["order summary", "obligations register"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Summarize this commission order and pull out our obligations"

- id: review-ai-content-policy
  title: "Review AI content against policy"
  domain: "Legal & Compliance"
  roles: ["AI / Content Governance Reviewer"]
  description: "Check AI-generated content against brand, legal, and disclosure rules and flag violations with reasons."
  inputs: ["AI-generated content", "policy guidelines"]
  outputs: ["flagged items", "remediation notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "ticketing"]
  frequency: daily
  trigger: "review this AI-generated content for policy violations"

- id: review-appraisal-report-completeness
  title: "Review Appraisal Report for Completeness"
  domain: "Legal & Compliance"
  roles: ["Appraisal Coordinator"]
  description: "Check the appraisal against a completeness checklist for missing fields, photos, comps, and signatures."
  inputs: ["appraisal report", "review checklist"]
  outputs: ["completeness review notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "spreadsheet"]
  frequency: daily
  trigger: "Check this appraisal report for anything missing"

- id: review-closing-package
  title: "Review closing document package for completeness"
  domain: "Legal & Compliance"
  roles: ["Real Estate Transaction Coordinator"]
  description: "Check the closing package for missing signatures, blank fields, and inconsistent names or amounts. Produce a fix-it list before signing."
  inputs: ["closing document package", "transaction details"]
  outputs: ["completeness review", "list of issues to fix"]
  automation: medium
  human_in_loop: approve
  tools: ["docs", "e-signature"]
  frequency: ad-hoc
  trigger: "check this closing package for missing signatures and blank fields"

- id: review-contract-against-playbook
  title: "Review contract against playbook and redline"
  domain: "Legal & Compliance"
  roles: ["Legal Counsel", "Paralegal"]
  description: "Compare a third-party contract against the company's positions/playbook and produce suggested redlines with rationale."
  inputs: ["Counterparty contract (draft)", "Internal negotiation playbook", "Approved fallback clauses"]
  outputs: ["Redlined contract", "Issues list with risk flags and suggested edits"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "review this MSA against our playbook and mark the deviations"

- id: review-policy-against-regulations
  title: "Review HR policy against a regulation checklist"
  domain: "Legal & Compliance"
  roles: ["HR Compliance Specialist"]
  description: "Compare a policy document to a regulatory checklist and flag gaps and outdated clauses."
  inputs: ["HR policy document", "Regulation checklist"]
  outputs: ["Gap/flag list"]
  automation: medium
  human_in_loop: sign-off
  tools: ["knowledge base", "document"]
  frequency: quarterly
  trigger: "check our remote work policy against state labor rules"

- id: review-marketing-claims-compliance
  title: "Review marketing claims for legal compliance"
  domain: "Legal & Compliance"
  roles: ["Legal Counsel", "Compliance Officer"]
  description: "Review ad copy and product claims for regulatory and IP risk, substantiation gaps, and missing disclaimers. Suggest redlines and required language."
  inputs: ["marketing asset or copy", "claim substantiation evidence", "relevant regulations and brand rules"]
  outputs: ["annotated risk comments", "required disclaimers", "redlined copy"]
  automation: medium
  human_in_loop: approve
  tools: ["docs", "knowledge base", "email"]
  frequency: ad-hoc
  trigger: "review this ad copy for legal risk and flag claims that need substantiation"

- id: review-outside-counsel-invoices
  title: "Review outside counsel invoices against billing guidelines"
  domain: "Legal & Compliance"
  roles: ["Paralegal", "Legal Counsel", "Legal Operations Manager"]
  description: "Check law-firm invoices for billing-guideline breaches like block billing, rate caps, and disallowed charges. Draft a proposed write-down and pushback note."
  inputs: ["invoices (PDF or LEDES)", "billing guidelines", "matter budget"]
  outputs: ["flagged line items", "summary of proposed adjustments", "draft adjustment request email"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["e-billing system", "spreadsheet", "email"]
  frequency: monthly
  trigger: "check this law firm invoice against our billing guidelines and flag overcharges"

- id: label-rules-compliance-review
  title: "Review product labels against state labeling rules"
  domain: "Legal & Compliance"
  roles: ["Cannabis label & packaging compliance specialist"]
  description: "Check labels for required potency, warnings, serving size, and symbols per jurisdiction and flag gaps."
  inputs: ["Product label artwork", "Jurisdiction labeling rules"]
  outputs: ["Compliance findings", "Required-fix list"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document parser", "checklist tool"]
  frequency: ad-hoc
  trigger: "New label artwork is submitted for approval"

- id: subscription-doc-review
  title: "Review subscription documents for completeness"
  domain: "Legal & Compliance"
  roles: ["LP Onboarding & Subscription Specialist"]
  description: "Check executed subscription packs for missing signatures, fields and required attachments and extract investor data."
  inputs: ["Executed subscription documents", "Subscription checklist"]
  outputs: ["Completeness report", "Extracted investor data"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Document parser", "Checklist"]
  frequency: ad-hoc
  trigger: "When a signed subscription pack is received"

- id: review-vendor-dpa
  title: "Review vendor DPAs against checklist"
  domain: "Legal & Compliance"
  roles: ["Privacy / Data Protection Program Manager"]
  description: "Check vendor data processing agreements against a clause checklist and flag missing or weak terms."
  inputs: ["vendor DPA documents", "clause checklist"]
  outputs: ["gap analysis", "redline suggestions"]
  automation: medium
  human_in_loop: sign-off
  tools: ["knowledge base", "e-signature"]
  frequency: ad-hoc
  trigger: "review this vendor DPA for missing privacy clauses"

- id: review-vendor-due-diligence
  title: "Review vendor due-diligence questionnaire"
  domain: "Legal & Compliance"
  roles: ["Compliance Officer", "Vendor Manager"]
  description: "Assess a third party's completed security/compliance questionnaire and summarize risks and gaps."
  inputs: ["Completed vendor questionnaire", "Vendor docs (certs, policies)", "Risk criteria"]
  outputs: ["Vendor risk summary", "Gap list and follow-up questions"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet", "knowledge base"]
  frequency: ad-hoc
  trigger: "assess this vendor's security questionnaire and list the red flags"

- id: proxy-statement-rollforward
  title: "Roll forward prior-year proxy statement sections"
  domain: "Legal & Compliance"
  roles: ["Proxy & AGM Coordinator"]
  description: "Carry forward last year's proxy statement sections and mark up every field requiring current-year data or sign-off."
  inputs: ["Prior-year proxy statement", "Current governance data", "Disclosure checklist"]
  outputs: ["Marked-up proxy draft", "List of fields needing current data"]
  automation: low
  human_in_loop: approve
  tools: ["document editor", "redline tool", "disclosure checklist"]
  frequency: quarterly
  trigger: "at the start of proxy season"

- id: run-new-business-conflicts-search
  title: "Run new-business conflicts search and triage hits"
  domain: "Legal & Compliance"
  roles: ["Conflicts-Check Analyst"]
  description: "Search the conflicts database for all parties and related entities on a new intake, then classify each hit by relevance and adversity."
  inputs: ["new client/matter intake form", "party and adverse-party names", "conflicts database extract"]
  outputs: ["conflicts hit report", "relevance/adversity classification", "clearance recommendation"]
  automation: medium
  human_in_loop: approve
  tools: ["practice mgmt", "knowledge base", "spreadsheet"]
  frequency: daily
  trigger: "Run a conflicts check on this new client intake"

- id: sanctions-pep-false-positive-triage
  title: "Sanctions/PEP alert false-positive triage"
  domain: "Legal & Compliance"
  roles: ["Onboarding/AML Reviewer"]
  description: "Compare a sanctions/PEP screening hit to the customer record on name, DOB and geography and draft a disposition rationale."
  inputs: ["screening alert", "customer record", "watchlist entry"]
  outputs: ["match/no-match recommendation", "rationale note"]
  automation: low
  human_in_loop: sign-off
  tools: ["screening tool", "case management"]
  frequency: daily
  trigger: "Triage this sanctions screening hit"

- id: screen-beauty-claims-against-library
  title: "Screen beauty marketing copy for unsubstantiated claims"
  domain: "Legal & Compliance"
  roles: ["Beauty Regulatory & Claims Compliance Coordinator"]
  description: "Scan marketing copy for claims like anti-aging or clinically proven and match each against the approved claims and evidence library."
  inputs: ["Draft marketing copy", "Approved claims library", "Supporting evidence index"]
  outputs: ["Flagged-claims report", "Suggested compliant rewording"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document parser", "reference library"]
  frequency: ad-hoc
  trigger: "when product marketing copy is submitted for approval"

- id: claim-fraud-red-flag-screening
  title: "Screen claims for fraud red flags"
  domain: "Legal & Compliance"
  roles: ["Claims Examiner"]
  description: "Scan claim narrative and history for SIU red-flag indicators and draft a referral note when thresholds are met."
  inputs: ["Claim narrative & notes", "Claimant history", "SIU red-flag criteria"]
  outputs: ["Red-flag findings", "SIU referral recommendation"]
  automation: low
  human_in_loop: approve
  tools: ["claims management system", "knowledge base", "BI tool"]
  frequency: ad-hoc
  trigger: "Check this claim for fraud red flags."

- id: screen-cosmetic-labels-restricted-lists
  title: "Screen cosmetic ingredient lists against restricted-substance lists"
  domain: "Legal & Compliance"
  roles: ["Beauty Regulatory & Claims Compliance Coordinator"]
  description: "Check each product's INCI ingredient list against region-specific banned or restricted substance lists and flag concerns."
  inputs: ["Product INCI ingredient lists", "Regional restricted/banned substance lists", "Concentration limits"]
  outputs: ["Flagged ingredient report by SKU and region", "Pass/fail summary"]
  automation: medium
  human_in_loop: sign-off
  tools: ["spreadsheet", "reference database"]
  frequency: ad-hoc
  trigger: "when a new formulation is submitted for a market"

- id: screen-counterparties-denied-party-lists
  title: "Screen counterparties against denied-party lists"
  domain: "Legal & Compliance"
  roles: ["Agricultural export documentation clerk", "Commodity trade support clerk"]
  description: "Check buyers and consignees against sanctions and denied-party lists and log the results."
  inputs: ["counterparty names", "screening lists"]
  outputs: ["screening results log", "hit alerts"]
  automation: medium
  human_in_loop: approve
  tools: ["screening tool", "compliance log"]
  frequency: ad-hoc
  trigger: "A new counterparty is onboarded"

- id: screen-counterparties-sanctions-watchlists
  title: "Screen counterparties against sanctions and watchlists"
  domain: "Legal & Compliance"
  roles: ["Compliance Officer", "Paralegal"]
  description: "Check new customers, vendors, or partners against sanctions, PEP, and adverse-media results. Summarize hits with risk notes and a clear/escalate recommendation."
  inputs: ["counterparty entity and ownership details", "screening list / adverse-media results", "KYC onboarding form"]
  outputs: ["screening report", "flagged potential matches with rationale", "recommended clear or escalate decision"]
  automation: medium
  human_in_loop: approve
  tools: ["screening tool", "spreadsheet", "docs"]
  frequency: ad-hoc
  trigger: "screen this new vendor against our sanctions and watchlists and flag any hits"

- id: trade-denied-party-screening
  title: "Screen counterparties against sanctions lists"
  domain: "Legal & Compliance"
  roles: ["Customs & Trade Compliance Coordinator"]
  description: "Check trading partners against denied-party and sanctions lists and summarize potential matches."
  inputs: ["Counterparty details", "Sanctions/denied-party lists"]
  outputs: ["Screening results", "Match summary"]
  automation: high
  human_in_loop: approve
  tools: ["Screening database", "Spreadsheet"]
  frequency: daily
  trigger: "before onboarding a new trading partner"

- id: kyc-aml-screening
  title: "Screen investors for KYC/AML"
  domain: "Legal & Compliance"
  roles: ["LP Onboarding & Subscription Specialist"]
  description: "Run new investors against sanctions and PEP watchlists and summarize hits with supporting evidence."
  inputs: ["Investor identity details", "Sanctions/PEP watchlists"]
  outputs: ["Screening result summary", "Flagged-match evidence"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Screening database", "Document editor"]
  frequency: ad-hoc
  trigger: "When onboarding a new investor"

- id: gaming-watchlist-screening
  title: "Screen patrons against sanctions and PEP watchlists"
  domain: "Legal & Compliance"
  roles: ["Gaming AML/compliance analyst"]
  description: "Run new and high-volume patron names against watchlists and triage potential matches for review."
  inputs: ["Patron roster", "Watchlist data"]
  outputs: ["Potential-match queue", "Cleared list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["screening tool", "spreadsheet"]
  frequency: daily
  trigger: "A new patron account is opened"

- id: controlled-substance-order-screen
  title: "Screen reagent orders against controlled/hazardous lists"
  domain: "Legal & Compliance"
  roles: ["Research compliance & biosafety administrator", "Lab procurement & vendor coordinator"]
  description: "Check incoming purchase requests against controlled, hazardous, and dual-use registries and flag for review."
  inputs: ["Purchase requests", "Controlled/hazardous registries"]
  outputs: ["Flagged orders", "Review queue"]
  automation: medium
  human_in_loop: approve
  tools: ["Spreadsheet", "Procurement system"]
  frequency: ad-hoc
  trigger: "A reagent order came in that may need compliance screening"

- id: forwarding-sanctions-screen
  title: "Screen shipment parties against sanctions and denied lists"
  domain: "Legal & Compliance"
  roles: ["Freight forwarding customs coordinator"]
  description: "Check shipper, consignee, and notify parties against sanctions and denied-party lists and flag hits."
  inputs: ["party names and addresses", "screening lists"]
  outputs: ["screening result log"]
  automation: medium
  human_in_loop: sign-off
  tools: ["screening database", "spreadsheet"]
  frequency: daily
  trigger: "A new booking with unfamiliar counterparties came in"

- id: export-denied-party-screening
  title: "Screen transaction parties against restricted-party lists"
  domain: "Legal & Compliance"
  roles: ["ITAR/Export-Control Compliance Specialist"]
  description: "Screen customers, vendors, and freight forwarders on each transaction against denied/restricted-party lists and flag potential matches for review."
  inputs: ["Transaction party details", "Denied/restricted-party lists"]
  outputs: ["Screening results with match flags", "Cleared/hold disposition list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Restricted-party screening database", "Inventory/ERP system"]
  frequency: daily
  trigger: "a new order or vendor is set up"

- id: sanctions-screen-batch
  title: "Screen wallets and customers against lists"
  domain: "Legal & Compliance"
  roles: ["Sanctions screening analyst"]
  description: "Run customer and wallet records against sanctions, PEP, and watchlists; cluster name-match hits."
  inputs: ["customer and wallet records", "sanctions, PEP, and watchlists"]
  outputs: ["clustered hit list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["screening tool", "spreadsheet"]
  frequency: daily
  trigger: "when new onboarding records or list updates land"

- id: maintain-clause-library
  title: "Standardize and maintain clause library"
  domain: "Legal & Compliance"
  roles: ["Paralegal", "Legal Counsel"]
  description: "Extract recurring clauses across executed contracts, normalize wording, and tag preferred vs fallback versions."
  inputs: ["Set of executed contracts", "Existing clause library", "Drafting standards"]
  outputs: ["Updated clause library entries", "Variation report with recommendations"]
  automation: medium
  human_in_loop: spot-check
  tools: ["docs", "knowledge base"]
  frequency: quarterly
  trigger: "pull all limitation-of-liability clauses and propose a standard version"

- id: forwarding-hs-classification
  title: "Suggest HS codes for cargo from product descriptions"
  domain: "Legal & Compliance"
  roles: ["Freight forwarding customs coordinator"]
  description: "Propose tariff HS classifications from product descriptions with rationale for the customs entry."
  inputs: ["product descriptions", "commercial invoice"]
  outputs: ["HS code suggestions"]
  automation: low
  human_in_loop: sign-off
  tools: ["spreadsheet", "knowledge base"]
  frequency: daily
  trigger: "A shipment needs HS classification for the customs entry"

- id: route-plan-check-corrections
  title: "Summarize and route plan-check corrections"
  domain: "Legal & Compliance"
  roles: ["Permit Expeditor"]
  description: "Parse plan-check correction letters, assign each comment to a discipline, and build a response/resubmittal tracker."
  inputs: ["plan-check correction letter", "design team contacts"]
  outputs: ["comment response tracker", "routed assignments"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "email"]
  frequency: ad-hoc
  trigger: "Break out the city's correction comments and assign them"

- id: summarize-chain-of-title-and-flag-encumbrances
  title: "Summarize chain of title and flag encumbrances"
  domain: "Legal & Compliance"
  roles: ["Title Examiner"]
  description: "Read title search documents and produce a chain-of-title summary noting liens, easements, and defects."
  inputs: ["title search documents", "recorded deeds"]
  outputs: ["chain-of-title summary", "encumbrance list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document management system", "knowledge base"]
  frequency: ad-hoc
  trigger: "Summarize the title chain and list any encumbrances"

- id: summarize-engagement-letter-redlines
  title: "Summarize client redlines to the engagement letter"
  domain: "Legal & Compliance"
  roles: ["Engagement-Letter Administrator"]
  description: "Compare a client-returned engagement letter to the firm standard and summarize deviations on liability, scope and payment terms."
  inputs: ["client-redlined engagement letter", "firm standard terms"]
  outputs: ["deviation summary", "risk flags for review"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document management"]
  frequency: weekly
  trigger: "Tell me what the client changed in this engagement letter"

- id: qdro-benefit-split-summary
  title: "Summarize QDRO award and model the split"
  domain: "Legal & Compliance"
  roles: ["Pension calculations analyst"]
  description: "Extract award terms from a domestic relations order and model the alternate payee's share against plan QDRO procedures for analyst review."
  inputs: ["Domestic relations order", "Participant benefit record", "Plan QDRO procedures"]
  outputs: ["Award summary", "Draft split calculation"]
  automation: low
  human_in_loop: sign-off
  tools: ["Document parser", "Spreadsheet", "Calculation engine"]
  frequency: ad-hoc
  trigger: "A draft QDRO is received for review"

- id: map-regulatory-change-impact
  title: "Summarize regulatory change notice and map impact"
  domain: "Legal & Compliance"
  roles: ["Regulatory Reporting Analyst"]
  description: "Summarize a rule-change notice and map which existing reports or fields it affects."
  inputs: ["regulatory change notice", "report inventory"]
  outputs: ["change summary with impacted-report mapping"]
  automation: low
  human_in_loop: review-before-send
  tools: ["knowledge base", "spreadsheet"]
  frequency: ad-hoc
  trigger: "summarize this rule change and tell me which reports it hits"

- id: regulatory-change-horizon-scan
  title: "Summarize regulatory changes (horizon scan)"
  domain: "Legal & Compliance"
  roles: ["Compliance Officer", "Legal Counsel"]
  description: "Scan regulatory updates relevant to the business and summarize impact, deadlines, and recommended actions."
  inputs: ["Regulator/agency update sources", "Company jurisdictions and product list"]
  outputs: ["Regulatory change brief", "Impact-and-action table"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "docs", "email"]
  frequency: weekly
  trigger: "summarize this week's relevant regulatory updates and flag what affects us"

- id: summarize-usage-rights-from-contract
  title: "Summarize usage rights from a licensing contract"
  domain: "Legal & Compliance"
  roles: ["Rights & Clearances Coordinator"]
  description: "Extract territory, term, media types and restrictions from a license agreement into a plain-language rights summary."
  inputs: ["License/usage agreement", "Asset reference", "House summary template"]
  outputs: ["Rights summary (territory, term, media, restrictions)", "Flagged ambiguous clauses"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Summarize the usage rights in this license agreement"

- id: summarize-zoning-requirements-for-a-parcel
  title: "Summarize zoning requirements for a parcel"
  domain: "Legal & Compliance"
  roles: ["Zoning & Permitting Coordinator", "Entitlements & Development Coordinator"]
  description: "Read the applicable zoning code for a parcel and summarize use, setback, and density rules with compliance gaps."
  inputs: ["parcel details", "zoning code"]
  outputs: ["zoning summary", "compliance gap list"]
  automation: low
  human_in_loop: review-before-send
  tools: ["knowledge base", "document management system"]
  frequency: ad-hoc
  trigger: "Summarize the zoning rules for this parcel"

- id: consent-form-tailoring
  title: "Tailor consent form from approved template"
  domain: "Legal & Compliance"
  roles: ["IRB/ethics submission coordinator"]
  description: "Populate the approved consent template with study-specific procedures, risks, and contacts for review."
  inputs: ["Consent template", "Protocol summary"]
  outputs: ["Draft consent form"]
  automation: medium
  human_in_loop: approve
  tools: ["Document editor"]
  frequency: ad-hoc
  trigger: "We need a consent form drafted for the new study"

- id: bylaw-amendment-tracking
  title: "Track bylaw amendments through procedural stages"
  domain: "Legal & Compliance"
  roles: ["Bylaws and governance clerk"]
  description: "Log amendment proposals through notice, quorum, and vote stages and flag procedural gaps."
  inputs: ["amendment proposals", "bylaw procedures", "meeting records"]
  outputs: ["amendment status tracker", "procedural flags"]
  automation: low
  human_in_loop: sign-off
  tools: ["spreadsheet", "document repository"]
  frequency: ad-hoc
  trigger: "A bylaw amendment is proposed"

- id: track-contract-obligations-renewals
  title: "Track contract obligations and renewal dates"
  domain: "Legal & Compliance"
  roles: ["Paralegal", "Legal Counsel"]
  description: "Build and update an obligations and renewal calendar from contract abstracts and flag upcoming deadlines."
  inputs: ["Contract abstracts/register", "Today's date and notice windows"]
  outputs: ["Obligation and renewal calendar", "Upcoming-deadline alerts"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "calendar", "email"]
  frequency: monthly
  trigger: "list contracts auto-renewing in the next 90 days and their notice deadlines"

- id: permit-condition-deadline-tracking
  title: "Track environmental permit conditions and deadlines"
  domain: "Legal & Compliance"
  roles: ["Environmental permit coordinator"]
  description: "Extract permit conditions, monitoring obligations and expiration dates and flag upcoming renewal and reporting deadlines."
  inputs: ["Issued permits", "Permit obligation calendar"]
  outputs: ["Deadline watchlist", "Condition compliance checklist"]
  automation: high
  human_in_loop: spot-check
  tools: ["Document parser", "Calendar tool", "Tracking spreadsheet"]
  frequency: weekly
  trigger: "During the weekly compliance deadline sweep"

- id: export-license-usage-tracking
  title: "Track export license and TAA usage against limits"
  domain: "Legal & Compliance"
  roles: ["ITAR/Export-Control Compliance Specialist"]
  description: "Monitor export licenses and Technical Assistance Agreements for expiry and value/quantity drawdown, alerting before limits or dates are hit."
  inputs: ["License/TAA register", "Shipment and value ledger"]
  outputs: ["Expiry/limit alert list", "Updated drawdown register"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Compliance register", "Spreadsheet", "Email"]
  frequency: monthly
  trigger: "the monthly license review"

- id: license-expiry-tracking
  title: "Track license expirations and draft renewal reminder packets"
  domain: "Legal & Compliance"
  roles: ["Cannabis licensing & permit administrator"]
  description: "Monitor facility and employee credential expiry dates and prepare renewal reminders and document checklists."
  inputs: ["License register", "Credential expiry dates"]
  outputs: ["Renewal reminder notices", "Document checklist"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "calendar", "email client"]
  frequency: weekly
  trigger: "A license enters its renewal window"

- id: track-content-clearance-status
  title: "Track music and footage clearance status"
  domain: "Legal & Compliance"
  roles: ["Music & Footage Clearance Coordinator"]
  description: "Maintain a clearance log of rights requests, statuses, and fees for music, footage, and stills."
  inputs: ["clearance requests", "licensor responses", "clearance log"]
  outputs: ["updated clearance log", "outstanding-clearance list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "knowledge base", "email"]
  frequency: weekly
  trigger: "update the clearance log with the latest license responses"

- id: opening-permit-license-tracker
  title: "Track opening permit and license status across new units"
  domain: "Legal & Compliance"
  roles: ["New-location onboarding coordinator"]
  description: "Maintain a status tracker of permits, health/food licenses, and inspections required before each unit can open."
  inputs: ["per-unit permit checklist", "agency status updates"]
  outputs: ["permit status tracker", "blockers list"]
  automation: low
  human_in_loop: spot-check
  tools: ["spreadsheet", "document tracker"]
  frequency: weekly
  trigger: "During pre-opening for each new location"

- id: irb-renewal-tracking
  title: "Track protocol continuing-review expiry dates"
  domain: "Legal & Compliance"
  roles: ["IRB/ethics submission coordinator"]
  description: "Monitor approval expiry dates and draft renewal reminders to study teams before lapse."
  inputs: ["Protocol approval register", "Expiry dates"]
  outputs: ["Expiry tracker", "Draft renewal reminders"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Email", "Calendar"]
  frequency: monthly
  trigger: "Which protocols are approaching their continuing-review deadline?"

- id: fdd-registration-deadlines
  title: "Track state FDD registration and renewal deadlines"
  domain: "Legal & Compliance"
  roles: ["Franchise disclosure (FDD) administrator"]
  description: "Maintain a calendar of state franchise-registration filing and renewal due dates with advance reminders."
  inputs: ["registration-state list", "prior filing dates", "renewal rules"]
  outputs: ["deadline calendar", "reminder alerts"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["calendar", "spreadsheet"]
  frequency: quarterly
  trigger: "At each registration renewal window"

- id: board-statutory-filing-tracker
  title: "Track statutory entity filing deadlines"
  domain: "Legal & Compliance"
  roles: ["Corporate Secretary"]
  description: "Maintain a calendar of entity, director, and annual-return filing deadlines and flag items due soon."
  inputs: ["Entity register", "Filing calendar"]
  outputs: ["Upcoming-filings list", "Reminders"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Entity management system", "Calendar", "Spreadsheet"]
  frequency: monthly
  trigger: "at the start of each month"

- id: foia-request-triage
  title: "Triage a FOIA request and draft the acknowledgment"
  domain: "Legal & Compliance"
  roles: ["FOIA & Records Officer"]
  description: "Classify an incoming records request by scope and complexity track, identify likely responsive record systems and draft a tracking-number acknowledgment."
  inputs: ["incoming FOIA request", "request log"]
  outputs: ["triage summary", "acknowledgment letter draft"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "ticketing", "knowledge base"]
  frequency: daily
  trigger: "log and acknowledge this FOIA request"

- id: triage-legal-intake-requests
  title: "Triage and route legal intake requests"
  domain: "Legal & Compliance"
  roles: ["Paralegal", "Legal Counsel"]
  description: "Classify incoming legal requests by type, urgency, and owner, then draft a routing note or acknowledgment."
  inputs: ["Inbound request (email/ticket)", "Routing matrix"]
  outputs: ["Categorized request with priority", "Suggested owner and acknowledgment draft"]
  automation: medium
  human_in_loop: spot-check
  tools: ["ticketing", "email"]
  frequency: daily
  trigger: "triage these legal inbox requests and assign owners"

- id: triage-dsar-requests
  title: "Triage data subject access requests"
  domain: "Legal & Compliance"
  roles: ["Privacy / Data Protection Program Manager"]
  description: "Classify incoming DSARs by type and jurisdiction, log them, and draft acknowledgment responses."
  inputs: ["incoming DSAR emails", "intake log"]
  outputs: ["logged requests", "acknowledgment drafts"]
  automation: medium
  human_in_loop: approve
  tools: ["ticketing", "email"]
  frequency: weekly
  trigger: "log and acknowledge the new data subject requests"

- id: triage-ethics-hotline-reports
  title: "Triage ethics hotline and whistleblower reports"
  domain: "Legal & Compliance"
  roles: ["Compliance Officer"]
  description: "Summarize incoming hotline and whistleblower reports, classify by issue type and severity, and route to the right investigator. Draft an acknowledgment to the reporter."
  inputs: ["report intake text", "case categories and severity matrix", "routing rules"]
  outputs: ["case summary", "category and severity tags", "recommended owner and acknowledgment draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["case management system", "ticketing", "email"]
  frequency: ad-hoc
  trigger: "summarize this ethics hotline complaint, classify severity, and suggest who should investigate"

- id: triage-adverse-event-reports
  title: "Triage incoming adverse event reports"
  domain: "Legal & Compliance"
  roles: ["Pharmacovigilance / Drug Safety Associate"]
  description: "Review intake reports to flag case validity, seriousness, expectedness, and reporting urgency for safety review."
  inputs: ["adverse event intake reports", "reference safety information"]
  outputs: ["triaged case list", "seriousness/expectedness flags", "expedited-reporting flags"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["safety database", "email"]
  frequency: daily
  trigger: "Triage today's adverse event intake and flag the serious cases"

- id: tm-alert-triage
  title: "Triage on-chain monitoring alerts"
  domain: "Legal & Compliance"
  roles: ["Crypto transaction monitoring analyst"]
  description: "Cluster, dedupe, and rank overnight monitoring alerts against typology rules and wallet risk scores."
  inputs: ["alert queue", "typology rule set", "wallet risk scores"]
  outputs: ["ranked alert queue", "deduplicated alert clusters"]
  automation: medium
  human_in_loop: spot-check
  tools: ["transaction monitoring system", "case management tool", "spreadsheet"]
  frequency: daily
  trigger: "when overnight monitoring alerts pile up"

- id: cdrl-did-format-check
  title: "Validate a deliverable against its Data Item Description"
  domain: "Legal & Compliance"
  roles: ["CDRL (Contract Data Requirements) Coordinator"]
  description: "Check a data deliverable against its Data Item Description (DID) format and content requirements and produce a pre-submission compliance checklist."
  inputs: ["Draft deliverable", "Applicable DID", "Contract clauses"]
  outputs: ["DID compliance checklist", "Discrepancy list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Document management system", "PDF reader", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "a CDRL item is ready for submission"

- id: fleet-tax-exemption-validation
  title: "Validate fleet tax-exemption certificates"
  domain: "Legal & Compliance"
  roles: ["Fleet and registration administrator"]
  description: "Check fleet buyer tax-exemption certificates for validity and expiry and flag missing documentation."
  inputs: ["Fleet purchase orders", "Tax-exemption certificates"]
  outputs: ["Validation status", "Missing/expired flags"]
  automation: medium
  human_in_loop: approve
  tools: ["Document parser", "Rules engine"]
  frequency: ad-hoc
  trigger: "when a fleet order claims tax exemption"

- id: kyc-doc-validate
  title: "Validate KYC document fields"
  domain: "Legal & Compliance"
  roles: ["Crypto KYC and onboarding analyst"]
  description: "Extract and cross-check ID and proof-of-address fields against application data; flag mismatches."
  inputs: ["ID documents", "proof of address", "application data"]
  outputs: ["field-validation report with mismatches"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document verification tool", "spreadsheet"]
  frequency: daily
  trigger: "when a new applicant submits documents"

- id: validate-records-release-authorization
  title: "Validate medical records release authorizations"
  domain: "Legal & Compliance"
  roles: ["Release of Information (ROI) Specialist"]
  description: "Check incoming records requests for required HIPAA authorization elements and flag incomplete ones."
  inputs: ["Records request form", "Signed authorization", "Authorization requirements checklist"]
  outputs: ["Validation result", "List of missing/invalid elements"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "EHR"]
  frequency: daily
  trigger: "Is this records release authorization valid and complete?"

- id: passenger-manifest-apis-validation
  title: "Validate passenger and crew manifest for immigration clearance"
  domain: "Legal & Compliance"
  roles: ["Cruise & Maritime Documentation Clerk"]
  description: "Check manifest passport, visa, and expiry data for completeness and format against port/immigration (APIS) requirements."
  inputs: ["passenger/crew manifest", "passport & visa data", "port entry requirements"]
  outputs: ["validation report", "missing/invalid records list"]
  automation: medium
  human_in_loop: sign-off
  tools: ["knowledge base", "spreadsheet"]
  frequency: ad-hoc
  trigger: "validate the manifest for our next port call"

- id: travel-rule-field-check
  title: "Validate travel-rule message fields"
  domain: "Legal & Compliance"
  roles: ["Travel-rule compliance clerk"]
  description: "Check inbound VASP transfer messages against the required-field schema and counterparty directory; list exceptions."
  inputs: ["VASP transfer messages", "required-field schema", "counterparty VASP directory"]
  outputs: ["exception list of missing or invalid fields"]
  automation: high
  human_in_loop: spot-check
  tools: ["messaging protocol portal", "spreadsheet"]
  frequency: daily
  trigger: "when a batch of VASP transfer messages arrives"

- id: athlete-intake-completeness-check
  title: "Verify completeness of athlete intake and consent paperwork"
  domain: "Legal & Compliance"
  roles: ["Athlete & medical records administrator"]
  description: "Check each athlete file for required waivers, consent forms and emergency contacts and list missing items."
  inputs: ["Athlete intake files", "Required-document checklist", "Roster"]
  outputs: ["Missing-document report per athlete"]
  automation: low
  human_in_loop: sign-off
  tools: ["Records system", "Document checklist"]
  frequency: ad-hoc
  trigger: "When new athletes register or before season start"

- id: sop-metadata-verification
  title: "Verify document-control metadata before SOP release"
  domain: "Legal & Compliance"
  roles: ["Protocol & SOP document controller"]
  description: "Check new SOP versions for correct version number, effective date, and required approval signatures."
  inputs: ["Draft SOP", "Document control standard"]
  outputs: ["Metadata check report", "Hold/release flag"]
  automation: medium
  human_in_loop: approve
  tools: ["Document repository", "Checklist"]
  frequency: ad-hoc
  trigger: "A new SOP version is ready to be released"

- id: dg-packaging-requirement-check
  title: "Verify packaging and labeling rules for a UN number"
  domain: "Legal & Compliance"
  roles: ["Hazardous materials transport documentation coordinator"]
  description: "Look up packaging, marking, and labeling requirements for a given UN number and check the planned shipment against them."
  inputs: ["UN number and class", "Planned packaging details", "Transport regulation tables"]
  outputs: ["Requirement checklist", "Non-conformance flags"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Document editor", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "When preparing packaging for a dangerous-goods consignment"

- id: sponsored-disclosure-check
  title: "Verify sponsored-post disclosure compliance"
  domain: "Legal & Compliance"
  roles: ["Influencer & talent contract administrator"]
  description: "Check delivered posts for required ad disclosures and contracted tags, flagging non-compliant content."
  inputs: ["Delivered content links", "Disclosure/tagging requirements"]
  outputs: ["Compliance check report", "Non-compliance flags"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["content review tool", "spreadsheet"]
  frequency: ad-hoc
  trigger: "when contracted posts go live"

- id: analyze-schedule-variance-milestones
  title: "Analyze schedule variance and flag slipping milestones"
  domain: "Operations & Project Mgmt"
  roles: ["Project Manager", "Program Manager"]
  description: "Compare planned versus actual dates, flag at-risk or slipped milestones, and draft a short narrative on schedule health."
  inputs: ["project plan / Gantt", "actual progress data", "milestone dates"]
  outputs: ["schedule variance summary", "at-risk milestone list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "project management tool", "docs"]
  frequency: weekly
  trigger: "compare planned vs actual dates and tell me which milestones are slipping"

- id: articulate-transfer-credits
  title: "Articulate transfer credits against course catalog"
  domain: "Operations & Project Mgmt"
  roles: ["Enrollment / Registrar Specialist"]
  description: "Match incoming transcript courses to internal equivalents using catalog descriptions; flag gaps and exceptions for review."
  inputs: ["incoming transcript", "internal course catalog", "articulation rules"]
  outputs: ["draft credit-equivalency mapping", "exceptions list"]
  automation: medium
  human_in_loop: approve
  tools: ["SIS", "spreadsheet", "knowledge base"]
  frequency: weekly
  trigger: "Evaluate this transfer student's transcript for credit equivalencies"

- id: trade-shipment-docs-check
  title: "Assemble and check shipment documentation"
  domain: "Operations & Project Mgmt"
  roles: ["Customs & Trade Compliance Coordinator"]
  description: "Compile commercial invoice, packing list, and certificate of origin, and check fields for consistency and gaps."
  inputs: ["Shipment details", "Document templates"]
  outputs: ["Documentation pack", "Discrepancy list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Document editor", "Trade management system"]
  frequency: weekly
  trigger: "when a shipment is booked"

- id: airworthiness-back-to-birth-dossier
  title: "Assemble back-to-birth traceability dossiers for life-limited parts"
  domain: "Operations & Project Mgmt"
  roles: ["Airworthiness Records Administrator"]
  description: "Compile the full life history of a life-limited part (install/removal events, cycles, release certificates) into one traceability dossier."
  inputs: ["Component history records", "Authorized release certificates", "Cycle/hour logs"]
  outputs: ["Back-to-birth traceability package", "Missing-document checklist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Records database", "Document management system", "PDF reader"]
  frequency: ad-hoc
  trigger: "a customer requests a part traceability package"

- id: assemble-council-meeting-agenda-packet
  title: "Assemble council meeting agenda packet"
  domain: "Operations & Project Mgmt"
  roles: ["Municipal Clerk"]
  description: "Compile submitted agenda items, attachments, and prior minutes into a structured agenda packet."
  inputs: ["agenda item submissions", "supporting documents"]
  outputs: ["agenda packet"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document management", "email"]
  frequency: weekly
  trigger: "build the agenda packet for next week's meeting"

- id: forwarding-customs-packet
  title: "Assemble customs entry documentation packet"
  domain: "Operations & Project Mgmt"
  roles: ["Freight forwarding customs coordinator"]
  description: "Compile invoice, packing list, and transport documents into a complete customs entry submission packet."
  inputs: ["commercial invoice", "packing list", "transport documents"]
  outputs: ["customs entry packet"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "file storage"]
  frequency: daily
  trigger: "Cargo is ready and we need to file the customs entry"

- id: preauth-packet-assembly
  title: "Assemble dental pre-authorization submission packet"
  domain: "Operations & Project Mgmt"
  roles: ["Dental insurance pre-authorization clerk"]
  description: "Compile procedure codes, clinical narrative, radiographs and perio charting into a complete pre-auth packet matching the payer's submission requirements."
  inputs: ["Treatment plan", "Radiograph and chart attachments", "Payer pre-auth requirements"]
  outputs: ["Assembled pre-auth packet", "Attachment checklist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Practice management system", "Document generator", "Claims clearinghouse portal"]
  frequency: daily
  trigger: "A new procedure needs payer pre-authorization"

- id: lab-safety-inspection-prep
  title: "Assemble lab safety inspection readiness pack"
  domain: "Operations & Project Mgmt"
  roles: ["Lab operations coordinator", "Research compliance & biosafety administrator"]
  description: "Gather checklists, prior findings, and corrective-action status into a pre-inspection readiness pack."
  inputs: ["Inspection checklist", "Prior inspection findings", "Corrective action log"]
  outputs: ["Readiness pack", "Open-item list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Document repository", "Spreadsheet"]
  frequency: quarterly
  trigger: "The annual safety inspection is coming up"

- id: medication-pa-packet
  title: "Assemble medication prior-authorization packet"
  domain: "Operations & Project Mgmt"
  roles: ["Pharmacy Operations Technician (Administrative)"]
  description: "Build a med PA request with diagnosis, tried-and-failed therapies, and clinical justification pulled from the chart."
  inputs: ["prescription", "chart notes", "payer PA criteria"]
  outputs: ["PA request packet"]
  automation: medium
  human_in_loop: approve
  tools: ["EHR", "knowledge base"]
  frequency: daily
  trigger: "Put together the prior auth for this medication"

- id: assemble-provider-credentialing-packet
  title: "Assemble payer-ready provider credentialing packet"
  domain: "Operations & Project Mgmt"
  roles: ["Credentialing & Provider Enrollment Specialist"]
  description: "Compile a provider's licenses, DEA, board certs, education and work history into a payer enrollment packet."
  inputs: ["Provider CV / demographic form", "License and certification documents", "Payer enrollment form templates"]
  outputs: ["Completed enrollment packet", "Missing-document checklist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "spreadsheet", "EHR"]
  frequency: monthly
  trigger: "Build the credentialing packet for our new provider"

- id: port-clearance-document-pack
  title: "Assemble port clearance document pack"
  domain: "Operations & Project Mgmt"
  roles: ["Cruise & Maritime Documentation Clerk"]
  description: "Populate port clearance forms (crew list, stores, health declaration) from templates per the destination port's checklist."
  inputs: ["voyage data", "crew/passenger counts", "port document checklist"]
  outputs: ["completed clearance forms", "submission checklist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "e-signature", "spreadsheet"]
  frequency: ad-hoc
  trigger: "prepare clearance docs for the Lisbon port call"

- id: registration-packet-assembly
  title: "Assemble title and registration packet by jurisdiction"
  domain: "Operations & Project Mgmt"
  roles: ["Fleet and registration administrator"]
  description: "Build the DMV title/registration document set per state rules for a sold vehicle and flag missing items."
  inputs: ["Sold vehicle deal data", "Jurisdiction DMV requirements"]
  outputs: ["Completed paperwork packet", "Missing-item checklist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Form filler", "Requirements lookup"]
  frequency: daily
  trigger: "when a vehicle sale needs titling"

- id: assign-tickets-to-grower-positions
  title: "Assign inbound tickets to grower storage positions"
  domain: "Operations & Project Mgmt"
  roles: ["Grain elevator settlement clerk"]
  description: "Allocate delivered loads to grower storage, deferred-price, or cash positions per delivery instructions."
  inputs: ["inbound tickets", "grower delivery instructions", "position ledger"]
  outputs: ["updated position ledger", "allocation log"]
  automation: medium
  human_in_loop: spot-check
  tools: ["grain accounting system", "spreadsheet"]
  frequency: daily
  trigger: "New loads arrive at the elevator"

- id: audit-closing-file-documents
  title: "Audit Closing File for Missing Documents"
  domain: "Operations & Project Mgmt"
  roles: ["Transaction Coordinator"]
  description: "Check the transaction folder against the required-document checklist and list what is missing or unsigned."
  inputs: ["transaction document folder", "document checklist"]
  outputs: ["missing-document list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["e-signature", "knowledge base"]
  frequency: daily
  trigger: "What documents are still missing from this closing file?"

- id: doc-link-version-audit
  title: "Audit docs for broken cross-references and stale versions"
  domain: "Operations & Project Mgmt"
  roles: ["Technical documentation coordinator"]
  description: "Scan a doc set for broken internal links, outdated version numbers, and references to removed features."
  inputs: ["Document set", "Current version list"]
  outputs: ["Broken-reference report", "Stale-content list"]
  automation: high
  human_in_loop: spot-check
  tools: ["Link checker", "Document parser", "Spreadsheet"]
  frequency: monthly
  trigger: "Before publishing a documentation update"

- id: audit-stale-docs
  title: "Audit docs for outdated content"
  domain: "Operations & Project Mgmt"
  roles: ["Documentation Specialist", "Knowledge Base Manager"]
  description: "Scan a documentation set for stale references, broken links, old product names, and last-updated dates, then produce a prioritized cleanup list."
  inputs: ["documentation set", "current product/process facts"]
  outputs: ["stale content report", "prioritized fix list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "docs", "spreadsheet"]
  frequency: quarterly
  trigger: "find outdated or contradictory content in our help docs and prioritize fixes"

- id: audit-file-naming-convention
  title: "Audit file names against naming standard"
  domain: "Operations & Project Mgmt"
  roles: ["Project Document Controller"]
  description: "Check incoming file names against the project document naming convention and propose corrected names."
  inputs: ["file list", "naming convention standard"]
  outputs: ["rename mapping", "exception list"]
  automation: high
  human_in_loop: spot-check
  tools: ["CMS", "spreadsheet"]
  frequency: weekly
  trigger: "Rename these uploads to match our doc control standard"

- id: audit-moderation-decision-sample
  title: "Audit moderation decision sample for policy accuracy"
  domain: "Operations & Project Mgmt"
  roles: ["Policy-enforcement QA analyst"]
  description: "Re-check a sample of closed moderation decisions against policy and flag misapplications with the correct call."
  inputs: ["Sample of closed decisions", "Enforcement policy"]
  outputs: ["Audit findings", "Error and correction list"]
  automation: medium
  human_in_loop: sign-off
  tools: ["QA review tool", "Policy knowledge base"]
  frequency: weekly
  trigger: "When the weekly QA sample is pulled"

- id: file-naming-convention-audit
  title: "Audit project files against the naming and versioning convention"
  domain: "Operations & Project Mgmt"
  roles: ["Document Control Specialist"]
  description: "Scan the project folder for files breaking the naming standard or holding duplicate/superseded revisions; list fixes."
  inputs: ["project file directory", "naming convention standard"]
  outputs: ["nonconforming-file list", "rename suggestions"]
  automation: high
  human_in_loop: none
  tools: ["file scanner", "spreadsheet"]
  frequency: weekly
  trigger: "Routine document-control housekeeping"

- id: sop-superseded-reference-audit
  title: "Audit protocols for references to retired SOP versions"
  domain: "Operations & Project Mgmt"
  roles: ["Protocol & SOP document controller"]
  description: "Cross-reference SOP citations in protocols against the current register and flag superseded or retired versions."
  inputs: ["Protocol documents", "Current SOP register"]
  outputs: ["Stale-reference list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Document repository", "Spreadsheet"]
  frequency: quarterly
  trigger: "Make sure no protocol still cites an outdated SOP"

- id: audit-transaction-document-package-for-completeness
  title: "Audit transaction document package for completeness"
  domain: "Operations & Project Mgmt"
  roles: ["Real Estate Transaction Coordinator"]
  description: "Compare collected closing documents against a required-items checklist and flag missing or unsigned items."
  inputs: ["document folder", "closing checklist"]
  outputs: ["completeness report", "missing-items list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["document management system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Check if this closing file is complete"

- id: workorder-package-completeness-audit
  title: "Audit work-order packages for required signatures and tags"
  domain: "Operations & Project Mgmt"
  roles: ["MRO Quality & Maintenance Records Auditor"]
  description: "Verify each completed work-order package has required signatures, inspection stamps, and part release tags before closeout."
  inputs: ["Completed work-order packages", "Closeout checklist"]
  outputs: ["Completeness audit result", "Deficiency list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Document management system", "Maintenance tracking system"]
  frequency: daily
  trigger: "a work order is submitted for closeout"

- id: hazard-standards-benchmarking
  title: "Benchmark site hazards against safety standards"
  domain: "Operations & Project Mgmt"
  roles: ["Loss-Control Coordinator"]
  description: "Compare identified site hazards against applicable safety standards/codes and draft a compliance gap list."
  inputs: ["Hazard findings", "Applicable safety standards/codes"]
  outputs: ["Compliance gap list", "Corrective-action suggestions"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "spreadsheet", "document management"]
  frequency: ad-hoc
  trigger: "Compare these site hazards against the safety standards."

- id: preopening-milestone-plan
  title: "Build a pre-opening milestone timeline for a new unit"
  domain: "Operations & Project Mgmt"
  roles: ["New-location onboarding coordinator"]
  description: "Generate a countdown checklist of build-out, hiring, and training milestones backward from the target opening date."
  inputs: ["target open date", "standard opening checklist"]
  outputs: ["pre-opening timeline"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["project tracker", "spreadsheet"]
  frequency: ad-hoc
  trigger: "When a new location signs a lease"

- id: promo-setup-audit
  title: "Build and audit promo/campaign setup checklist"
  domain: "Operations & Project Mgmt"
  roles: ["E-commerce Operations Specialist"]
  description: "Generate a configuration checklist for a sitewide promo and audit cart rules, dates and excluded SKUs against the brief."
  inputs: ["promo brief", "current promo configuration export", "exclusion list"]
  outputs: ["setup checklist", "configuration mismatch report"]
  automation: medium
  human_in_loop: approve
  tools: ["CMS", "spreadsheet", "ticketing"]
  frequency: weekly
  trigger: "audit the BOGO promo setup against the campaign brief"

- id: build-daily-call-sheet
  title: "Build and distribute daily call sheets"
  domain: "Operations & Project Mgmt"
  roles: ["Production Coordinator"]
  description: "Generate the next-day call sheet from the shooting schedule with cast/crew call times, locations, and weather."
  inputs: ["shooting schedule", "cast/crew contact list", "location and weather details"]
  outputs: ["call sheet document", "distribution email"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "email", "CMS"]
  frequency: daily
  trigger: "make tomorrow's call sheet from the schedule"

- id: build-closing-timeline-from-purchase-agreement
  title: "Build closing timeline from purchase agreement"
  domain: "Operations & Project Mgmt"
  roles: ["Real Estate Transaction Coordinator", "Transaction Coordinator"]
  description: "Extract contingency and key dates from a signed purchase contract and produce a closing timeline with deadlines."
  inputs: ["signed purchase agreement", "contract effective date"]
  outputs: ["closing timeline", "deadline calendar"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "calendar", "email"]
  frequency: ad-hoc
  trigger: "Build a closing timeline from this purchase contract"

- id: build-closing-timeline
  title: "Build closing timeline from the purchase contract"
  domain: "Operations & Project Mgmt"
  roles: ["Real Estate Transaction Coordinator"]
  description: "Extract key dates and contingencies from the purchase agreement and build a dated milestone checklist. Includes inspection, financing, appraisal, and closing deadlines."
  inputs: ["purchase contract", "contingency terms"]
  outputs: ["closing timeline checklist", "deadline calendar"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "calendar", "spreadsheet"]
  frequency: ad-hoc
  trigger: "build a closing timeline with all contingency dates from this contract"

- id: build-broadcast-traffic-log
  title: "Build daily broadcast traffic log"
  domain: "Operations & Project Mgmt"
  roles: ["Broadcast Traffic & Scheduling Manager"]
  description: "Place sold ad spots and promos into available break inventory to build the daily air log."
  inputs: ["ad sales orders", "program schedule", "inventory avails"]
  outputs: ["traffic/air log", "unfilled inventory list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "CMS", "ticketing"]
  frequency: daily
  trigger: "build tomorrow's traffic log from the sold spots"

- id: build-daily-dispatch-manifest
  title: "Build daily dispatch manifest from delivery orders"
  domain: "Operations & Project Mgmt"
  roles: ["Dispatch & Route Planner"]
  description: "Group delivery orders into driver routes with stop sequence, time windows and equipment for the day's manifest."
  inputs: ["delivery orders", "driver/vehicle roster", "time windows"]
  outputs: ["dispatch manifest", "stop sequence per route"]
  automation: medium
  human_in_loop: approve
  tools: ["TMS", "spreadsheet"]
  frequency: daily
  trigger: "Build tomorrow's dispatch board from open orders"

- id: service-dispatch-sheet
  title: "Build daily technician dispatch sheet"
  domain: "Operations & Project Mgmt"
  roles: ["Service advisor support coordinator"]
  description: "Match scheduled repair orders to technician skills and bay capacity to draft the day's dispatch plan."
  inputs: ["Appointment list", "Technician skills and availability"]
  outputs: ["Dispatch schedule", "Overbooking flags"]
  automation: medium
  human_in_loop: approve
  tools: ["Scheduler", "Spreadsheet"]
  frequency: daily
  trigger: "at the start of each service day"

- id: build-engagement-budget-staffing-plan
  title: "Build engagement budget and staffing plan"
  domain: "Operations & Project Mgmt"
  roles: ["Engagement Operations Manager"]
  description: "Translate scope into an hours-by-phase budget and staffing mix using the rate card and comparable prior engagements."
  inputs: ["engagement scope", "rate card", "comparable engagement actuals"]
  outputs: ["budget by phase", "staffing plan"]
  automation: medium
  human_in_loop: approve
  tools: ["practice mgmt", "spreadsheet"]
  frequency: monthly
  trigger: "Build a budget and staffing plan for this engagement"

- id: event-run-of-show
  title: "Build event run-of-show timeline"
  domain: "Operations & Project Mgmt"
  roles: ["Banquet & Events Planner"]
  description: "Produce a minute-by-minute run-of-show from the agenda, sequencing vendor, catering and AV cues against venue constraints."
  inputs: ["event agenda", "vendor list", "venue constraints"]
  outputs: ["run-of-show document"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "CMS"]
  frequency: weekly
  trigger: "Draft a run of show for Saturday's gala"

- id: build-exhibition-install-schedule
  title: "Build exhibition install and de-install schedule"
  domain: "Operations & Project Mgmt"
  roles: ["Exhibitions coordinator"]
  description: "Sequence crating, condition checks, and install tasks into a dated timeline with team assignments."
  inputs: ["Exhibition checklist", "Gallery availability", "Staff roster"]
  outputs: ["Install schedule"]
  automation: medium
  human_in_loop: approve
  tools: ["Project planner", "Calendar"]
  frequency: ad-hoc
  trigger: "When install dates are confirmed"

- id: build-flighting-schedule
  title: "Build flighting and insertion schedule from approved budget"
  domain: "Operations & Project Mgmt"
  roles: ["Media Planner"]
  description: "Convert approved budget allocations into a dated flighting/insertion schedule spreadsheet across channels."
  inputs: ["Approved budget allocation", "Campaign start/end dates", "Channel pacing rules"]
  outputs: ["Flighting schedule with weekly spend by channel", "Insertion order line items"]
  automation: high
  human_in_loop: approve
  tools: ["spreadsheet", "project management tool"]
  frequency: monthly
  trigger: "Build a flighting schedule from this approved budget"

- id: build-grant-compliance-calendar
  title: "Build grant compliance and reporting calendar"
  domain: "Operations & Project Mgmt"
  roles: ["Grants & Contracts Administrator"]
  description: "Extract reporting deadlines, deliverables, and spend-down milestones from award terms into a tracked calendar."
  inputs: ["award/contract terms", "deliverable schedule"]
  outputs: ["deadline calendar", "milestone tracker"]
  automation: high
  human_in_loop: spot-check
  tools: ["calendar", "spreadsheet", "docs"]
  frequency: ad-hoc
  trigger: "pull all reporting deadlines from this grant agreement into a tracking calendar"

- id: build-enforcement-decision-rubric
  title: "Build moderator decision rubric from new policy"
  domain: "Operations & Project Mgmt"
  roles: ["Trust & safety policy writer"]
  description: "Convert a new or revised policy into a step-by-step enforcement decision tree with worked examples for moderators."
  inputs: ["New or revised policy text", "Example cases"]
  outputs: ["Decision-tree rubric", "Worked example set"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Document editor", "Policy knowledge base"]
  frequency: ad-hoc
  trigger: "When a policy change ships to the moderation team"

- id: tpa-sponsor-onboarding-checklist
  title: "Build new plan sponsor onboarding checklist"
  domain: "Operations & Project Mgmt"
  roles: ["Third-party pension plan administrator"]
  description: "Read a new plan's adoption agreement and generate the document request list, setup tasks, and conversion timeline for onboarding."
  inputs: ["Adoption agreement", "Plan document", "Onboarding template"]
  outputs: ["Document request list", "Onboarding task plan"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Document parser", "Checklist template", "Project tracker"]
  frequency: ad-hoc
  trigger: "A new plan sponsor signs on"

- id: cancellation-backfill-list
  title: "Build prioritized waitlist to backfill cancellations"
  domain: "Operations & Project Mgmt"
  roles: ["Patient Access & Scheduling Coordinator"]
  description: "Generate a ranked call list to fill same-day openings by appointment type, provider match, and urgency."
  inputs: ["open slots", "patient waitlist", "appointment types"]
  outputs: ["Prioritized backfill call list"]
  automation: medium
  human_in_loop: approve
  tools: ["practice mgmt", "spreadsheet"]
  frequency: daily
  trigger: "Who can we call to fill today's cancellations?"

- id: build-project-plan-wbs
  title: "Build project plan and work breakdown"
  domain: "Operations & Project Mgmt"
  roles: ["Project Manager", "Program Manager"]
  description: "Turn a scope or brief into a task breakdown with phases, milestones, dependencies, and a draft timeline. Suggests durations and sequencing."
  inputs: ["scope document or brief", "deadline/constraints", "team roster"]
  outputs: ["work breakdown structure", "milestone timeline", "dependency map"]
  automation: medium
  human_in_loop: approve
  tools: ["project management tool", "spreadsheet", "docs"]
  frequency: ad-hoc
  trigger: "break this scope doc into a WBS with milestones and a draft timeline"

- id: build-raci-stakeholder-comms-plan
  title: "Build RACI and stakeholder communication plan"
  domain: "Operations & Project Mgmt"
  roles: ["Project Manager", "Program Manager"]
  description: "Draft a RACI matrix and a communication plan defining who gets which update, how often, and through which channel."
  inputs: ["project scope", "stakeholder list", "team roles"]
  outputs: ["RACI matrix", "communication plan"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "docs"]
  frequency: ad-hoc
  trigger: "build a RACI and comms plan for this project's stakeholders"

- id: build-shoot-call-sheet-from-brief
  title: "Build shoot call sheet from brief"
  domain: "Operations & Project Mgmt"
  roles: ["Production Coordinator"]
  description: "Turn a creative brief into a structured call sheet with crew, talent, locations, schedule blocks, and contacts."
  inputs: ["creative/shoot brief", "crew and talent list", "location and timing details"]
  outputs: ["formatted call sheet doc", "per-block schedule"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet", "calendar"]
  frequency: ad-hoc
  trigger: "make a call sheet from this shoot brief"

- id: build-submittal-register
  title: "Build submittal register from specs"
  domain: "Operations & Project Mgmt"
  roles: ["Submittal/RFI Coordinator"]
  description: "Extract required submittals (shop drawings, product data, samples) from spec sections into a submittal register/log."
  inputs: ["specification sections", "submittal log template"]
  outputs: ["submittal register"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet"]
  frequency: ad-hoc
  trigger: "Build the submittal log from the Division 8 and 9 specs"

- id: broadcast-run-of-show
  title: "Build the broadcast run-of-show from the match schedule"
  domain: "Operations & Project Mgmt"
  roles: ["Esports broadcast & event production coordinator"]
  description: "Convert the day's match schedule into a timed rundown with segments, casters, breaks, sponsor reads, and transitions for the production crew."
  inputs: ["Match schedule", "Segment template", "Talent and sponsor list"]
  outputs: ["Run-of-show rundown", "Segment timing sheet"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Document editor", "Schedule export"]
  frequency: ad-hoc
  trigger: "A broadcast day is being prepped"

- id: rotating-volunteer-roster
  title: "Build the rotating volunteer roster"
  domain: "Operations & Project Mgmt"
  roles: ["Volunteer scheduling coordinator"]
  description: "Assign ushers, greeters, and shift volunteers honoring availability, qualifications, and recent rotations."
  inputs: ["volunteer availability", "role qualifications", "rotation history"]
  outputs: ["draft roster"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["scheduling tool", "spreadsheet"]
  frequency: weekly
  trigger: "Next week's volunteer schedule needs filling"

- id: card-reissue-request-intake
  title: "Card reissue/replacement request intake"
  domain: "Operations & Project Mgmt"
  roles: ["Card Operations Specialist"]
  description: "Capture card reissue/replacement requests, validate eligibility and prepare embossing/delivery instructions for processing."
  inputs: ["customer request", "account status", "card product rules"]
  outputs: ["validated request", "embossing/delivery instructions"]
  automation: medium
  human_in_loop: approve
  tools: ["core banking system", "case management"]
  frequency: daily
  trigger: "Prepare the reissue instructions for this card request"

- id: change-request-impact-triage
  title: "Change request impact triage for CCB"
  domain: "Operations & Project Mgmt"
  roles: ["Project Manager", "Change Manager", "PMO Analyst"]
  description: "Summarize a submitted change request into scope, schedule, cost, and risk impact so the change board can decide faster."
  inputs: ["Change request form", "current plan baseline", "budget tracker"]
  outputs: ["Impact summary", "affected-tasks list", "recommendation draft"]
  automation: medium
  human_in_loop: approve
  tools: ["project management tool", "spreadsheet", "document repository"]
  frequency: ad-hoc
  trigger: "triage this change request and summarize its schedule and cost impact for the CCB"

- id: chargeback-representment-package
  title: "Chargeback representment package drafting"
  domain: "Operations & Project Mgmt"
  roles: ["Dispute/Chargeback Analyst"]
  description: "Compile representment evidence (receipts, AVS, delivery proof) and draft the issuer rebuttal narrative per reason code."
  inputs: ["dispute case file", "merchant evidence", "reason-code rules"]
  outputs: ["representment package", "rebuttal narrative"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["case management", "document management"]
  frequency: daily
  trigger: "Draft the representment package for this chargeback"

- id: drawing-set-titleblock-check
  title: "Check a drawing set for title block and sheet-index consistency"
  domain: "Operations & Project Mgmt"
  roles: ["Deliverable QA/QC Reviewer"]
  description: "Verify sheet numbers, revisions, dates, discipline codes, and titles match the sheet index and run continuous across the set."
  inputs: ["drawing set PDF", "sheet index", "title block standard"]
  outputs: ["discrepancy list", "annotated checklist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["PDF reader", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Drawing set is ready for QC before issue"

- id: crew-pairing-legality-check
  title: "Check crew pairings against flight and duty time limits"
  domain: "Operations & Project Mgmt"
  roles: ["Airline Crew Scheduling Assistant"]
  description: "Validate proposed pairings against flight-time, duty, and rest rules using crew duty history and flag legality breaches."
  inputs: ["proposed crew pairings", "duty/rest rule set", "crew duty history"]
  outputs: ["legality check results", "flagged breaches"]
  automation: low
  human_in_loop: approve
  tools: ["crew management system", "spreadsheet"]
  frequency: daily
  trigger: "check these pairings for duty-time legality"

- id: check-isf-completeness
  title: "Check Investigator Site File for missing documents"
  domain: "Operations & Project Mgmt"
  roles: ["Clinical Trial Coordinator"]
  description: "Reconcile the site's essential-document index against the required regulatory checklist and list gaps and expiring items."
  inputs: ["ISF document index", "essential-document checklist"]
  outputs: ["missing/expiring document gap list"]
  automation: high
  human_in_loop: spot-check
  tools: ["document management system", "spreadsheet"]
  frequency: monthly
  trigger: "Check the site file for any missing or expired essential documents"

- id: check-ad-creative-specs
  title: "Check submitted ad creative against platform spec checklist"
  domain: "Operations & Project Mgmt"
  roles: ["Creative Traffic Coordinator", "Ad Operations Specialist"]
  description: "Validate asset metadata (dimensions, file size, duration, format) against each placement's spec sheet and flag mismatches."
  inputs: ["Asset metadata list", "Platform spec sheets", "Placement assignments"]
  outputs: ["Pass/fail checklist per asset", "List of spec violations to fix"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "DAM", "knowledge base"]
  frequency: weekly
  trigger: "Check these creatives against the platform specs"

- id: records-classify-and-route-request
  title: "Classify and route a public-records request"
  domain: "Operations & Project Mgmt"
  roles: ["Public-records request processor"]
  description: "Categorize an incoming records request and route it to the department(s) likely holding responsive records."
  inputs: ["Records request text", "Department record-ownership map"]
  outputs: ["Classification and routing assignment"]
  automation: high
  human_in_loop: spot-check
  tools: ["records request system", "email client"]
  frequency: daily
  trigger: "A new public-records request arrives"

- id: classify-return-reasons-disposition
  title: "Classify return reasons and assign disposition codes"
  domain: "Operations & Project Mgmt"
  roles: ["Reverse Logistics Coordinator"]
  description: "Read free-text RMA descriptions and assign standardized return-reason and disposition codes."
  inputs: ["RMA request descriptions", "reason/disposition code list"]
  outputs: ["coded return records", "ambiguous cases flagged for review"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "ERP", "ticketing"]
  frequency: daily
  trigger: "code these returns by reason and disposition"

- id: cluster-borderline-moderation-cases
  title: "Cluster borderline cases and surface edge cases"
  domain: "Operations & Project Mgmt"
  roles: ["Content policy moderator"]
  description: "Group a batch of borderline items by violation type and flag the hardest edge cases that need human judgment."
  inputs: ["Batch of borderline flagged items", "Violation type definitions"]
  outputs: ["Clustered case groups", "Short-list of edge cases for review"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Content queue system", "Spreadsheet"]
  frequency: daily
  trigger: "When a shift produces a backlog of unclear calls"

- id: compile-claim-documentation
  title: "Compile and check claim documentation"
  domain: "Operations & Project Mgmt"
  roles: ["Claims Adjuster Assistant"]
  description: "Organize claim documents against the required-evidence checklist and flag what is missing. Produces an indexed file ready for adjuster review."
  inputs: ["claim documents", "documentation checklist"]
  outputs: ["document index", "missing-items list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["docs", "spreadsheet"]
  frequency: daily
  trigger: "organize these claim docs and tell me what's still missing"

- id: compile-and-track-permit-application-packages
  title: "Compile and track permit application packages"
  domain: "Operations & Project Mgmt"
  roles: ["Zoning & Permitting Coordinator"]
  description: "Assemble required permit application documents per jurisdiction and maintain a submission status tracker."
  inputs: ["application requirements", "project documents"]
  outputs: ["permit application package", "status tracker"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document management system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Put together the permit package and track its status"

- id: compile-asset-deliverables-status
  title: "Compile asset deliverables status report"
  domain: "Operations & Project Mgmt"
  roles: ["Production Coordinator", "Content Operations Manager"]
  description: "Roll up the status of every deliverable across a production tracker into a status summary flagging late or blocked items."
  inputs: ["deliverables tracker", "due dates", "owner assignments"]
  outputs: ["status summary", "list of at-risk items"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "ticketing", "docs"]
  frequency: weekly
  trigger: "summarize where every deliverable stands and flag what's late"

- id: brand-standards-scorecard
  title: "Compile brand-standards audit scorecards from field visits"
  domain: "Operations & Project Mgmt"
  roles: ["Field audit & brand compliance coordinator"]
  description: "Turn field auditors' checklist responses and photos into a scored brand-compliance report per unit."
  inputs: ["store-visit checklist responses", "audit photos", "scoring rubric"]
  outputs: ["compliance scorecard"]
  automation: medium
  human_in_loop: spot-check
  tools: ["checklist/form tool", "document editor"]
  frequency: weekly
  trigger: "After a field audit visit is logged"

- id: camp-roster-group-assignment
  title: "Compile camp rosters and group assignments by age and skill"
  domain: "Operations & Project Mgmt"
  roles: ["Youth program & camp registration administrator"]
  description: "Group registered campers into balanced sessions by age band and skill level with counselor ratios."
  inputs: ["Validated registration list", "Age/skill data", "Group-size and ratio rules"]
  outputs: ["Camp roster with group assignments"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Registration system"]
  frequency: ad-hoc
  trigger: "Once registrations close for a camp session"

- id: charter-pre-flight-trip-sheet
  title: "Compile charter pre-flight trip sheet"
  domain: "Operations & Project Mgmt"
  roles: ["Charter Flight Operations Coordinator"]
  description: "Assemble the trip sheet covering permits, fuel stops, handling, crew, and catering from the confirmed itinerary."
  inputs: ["confirmed itinerary", "handler/FBO details", "crew assignment"]
  outputs: ["trip sheet", "outstanding-items checklist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "knowledge base", "email"]
  frequency: ad-hoc
  trigger: "build the trip sheet for tomorrow's charter"

- id: code-compile-case-chronology
  title: "Compile code case chronology for hearing"
  domain: "Operations & Project Mgmt"
  roles: ["Code-enforcement case coordinator"]
  description: "Assemble a dated timeline of notices, inspections, and responses for a case into a hearing-ready chronology packet."
  inputs: ["Case event log", "Correspondence records"]
  outputs: ["Case chronology packet"]
  automation: medium
  human_in_loop: spot-check
  tools: ["case management system", "document management system"]
  frequency: weekly
  trigger: "A case is scheduled for an administrative hearing"

- id: compile-daily-production-report
  title: "Compile daily production report"
  domain: "Operations & Project Mgmt"
  roles: ["Production Coordinator"]
  description: "Summarize scenes shot, page count, hours worked, and overages into the daily production report."
  inputs: ["script supervisor notes", "shooting schedule", "crew timecards"]
  outputs: ["daily production report"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "email"]
  frequency: daily
  trigger: "write up today's production report"

- id: ecn-distribution-notice
  title: "Compile ECN distribution and notices"
  domain: "Operations & Project Mgmt"
  roles: ["BOM & Engineering-Change Clerk"]
  description: "Build the affected-function distribution list and draft change-implementation notices (effectivity, disposition, actions)."
  inputs: ["approved ECN", "affected departments/owners", "effectivity and disposition data"]
  outputs: ["distribution list", "per-function change notices"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "knowledge base", "spreadsheet"]
  frequency: ad-hoc
  trigger: "send out the change notices for approved ECN 1042"

- id: compile-exhibition-checklist
  title: "Compile exhibition checklist from object records"
  domain: "Operations & Project Mgmt"
  roles: ["Exhibitions coordinator"]
  description: "Assemble a checklist of selected works with credit lines, dimensions, and lender details from the collections database."
  inputs: ["Selected object list", "Collections records", "Lender details"]
  outputs: ["Exhibition checklist"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Collections database", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "When an exhibition object list is finalized"

- id: discovery-day-packet
  title: "Compile franchisee discovery-day packet"
  domain: "Operations & Project Mgmt"
  roles: ["Franchise development coordinator"]
  description: "Assemble a personalized discovery-day agenda and document set from templates for an upcoming candidate visit."
  inputs: ["candidate profile", "agenda template", "brand collateral"]
  outputs: ["discovery-day packet"]
  automation: medium
  human_in_loop: spot-check
  tools: ["document editor", "template library"]
  frequency: weekly
  trigger: "When a discovery day is scheduled"

- id: compile-authorization-request-packet
  title: "Compile payer authorization request packet"
  domain: "Operations & Project Mgmt"
  roles: ["Utilization Review Coordinator"]
  description: "Assemble clinical documentation into a payer prior-authorization packet against medical-necessity criteria."
  inputs: ["Clinical records", "Medical-necessity criteria", "Payer auth form"]
  outputs: ["Authorization request packet", "Criteria-match notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["EHR", "knowledge base"]
  frequency: daily
  trigger: "Assemble the authorization packet for this admission"

- id: lang-status-dashboard
  title: "Compile per-language localization status dashboard"
  domain: "Operations & Project Mgmt"
  roles: ["Localization project coordinator"]
  description: "Roll up vendor delivery files and milestone dates into a per-language progress and overdue-item view."
  inputs: ["Vendor delivery files", "Project schedule"]
  outputs: ["Status dashboard", "Overdue list"]
  automation: high
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Project tracker"]
  frequency: weekly
  trigger: "Every localization status check-in"

- id: compile-portfolio-status-rollup
  title: "Compile portfolio status roll-up"
  domain: "Operations & Project Mgmt"
  roles: ["Program Manager", "Operations Manager", "Project Manager"]
  description: "Consolidate several individual project status reports into one portfolio-level summary with overall health rating and top risks."
  inputs: ["individual project status reports", "milestone tracker", "risk register"]
  outputs: ["portfolio summary", "RAG dashboard narrative"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "docs", "BI tool"]
  frequency: weekly
  trigger: "roll these five project statuses up into one portfolio summary with overall health"

- id: compile-ti-project-status-and-punch-list-summary
  title: "Compile TI project status and punch list summary"
  domain: "Operations & Project Mgmt"
  roles: ["Tenant Improvement Coordinator"]
  description: "Consolidate field updates and punch list items into a stakeholder status summary with open actions."
  inputs: ["field updates", "punch list"]
  outputs: ["project status summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "email"]
  frequency: weekly
  trigger: "Summarize the TI project status for the owner"

- id: consolidate-sop-review-summary
  title: "Consolidate demand and supply inputs into S&OP review summary"
  domain: "Operations & Project Mgmt"
  roles: ["Sales & Operations Planning (S&OP) Analyst"]
  description: "Merge demand forecast, supply plan, and inventory data into a single S&OP pre-read narrative with key tradeoffs."
  inputs: ["demand forecast", "supply/capacity plan", "inventory and backlog data"]
  outputs: ["S&OP summary narrative", "supporting tables and charts"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "BI tool", "knowledge base"]
  frequency: monthly
  trigger: "build the pre-read for this month's S&OP meeting"

- id: convert-document-between-formats
  title: "Convert a document between formats"
  domain: "Operations & Project Mgmt"
  roles: ["Knowledge Worker", "Executive Assistant"]
  description: "Convert files such as PDF to editable doc or table to slides, then check the output for layout errors."
  inputs: ["source file", "target format"]
  outputs: ["converted file", "layout check notes"]
  automation: medium
  human_in_loop: spot-check
  tools: ["word processor", "spreadsheet", "presentation tool"]
  frequency: ad-hoc
  trigger: "Turn this PDF into an editable doc"

- id: case-note-structuring
  title: "Convert raw visit notes into structured case notes"
  domain: "Operations & Project Mgmt"
  roles: ["Case documentation specialist"]
  description: "Reformat a caseworker's raw visit or contact notes into the standardized progress-note template with all required fields populated."
  inputs: ["Raw visit notes", "Case-note template", "Client identifiers"]
  outputs: ["Structured progress note"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["transcription/notes tool", "template library", "case management system"]
  frequency: daily
  trigger: "after a client visit or contact is logged"

- id: report-internal-consistency-check
  title: "Cross-check a technical report for reference and unit consistency"
  domain: "Operations & Project Mgmt"
  roles: ["Deliverable QA/QC Reviewer"]
  description: "Validate figure, table, and appendix cross-references, defined acronyms, and unit consistency; flag broken links."
  inputs: ["draft technical report"]
  outputs: ["consistency findings", "broken-reference list"]
  automation: high
  human_in_loop: spot-check
  tools: ["document parser", "text analyzer"]
  frequency: ad-hoc
  trigger: "Engineering report is in QC review"

- id: audit-listing-data-across-channels
  title: "Cross-Check Listing Data Across MLS and Portals"
  domain: "Operations & Project Mgmt"
  roles: ["Listing Coordinator"]
  description: "Compare price, sqft, beds, status, and photos across the MLS and syndicated portals; flag every mismatch."
  inputs: ["MLS export", "portal feed export"]
  outputs: ["discrepancy report"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "CMS"]
  frequency: weekly
  trigger: "Find listing mismatches between the MLS and our portals"

- id: pole-attachment-conflict-check
  title: "Cross-check pole-attachment applications for conflicts"
  domain: "Operations & Project Mgmt"
  roles: ["Pole-attachment & joint-use administrator"]
  description: "Compare incoming pole-attachment applications against existing make-ready and attachment records and flag space or clearance conflicts."
  inputs: ["pole-attachment application", "existing attachment records", "make-ready data"]
  outputs: ["conflict flag list", "review summary"]
  automation: medium
  human_in_loop: approve
  tools: ["pole-attachment register", "GIS/asset database"]
  frequency: ad-hoc
  trigger: "when a pole-attachment application is received"

- id: recall-vin-cross-reference
  title: "Cross-reference inventory VINs against open recalls"
  domain: "Operations & Project Mgmt"
  roles: ["Recall and service-campaign coordinator"]
  description: "Check inventory and service-drive VINs against open OEM recall and campaign lists and flag affected units."
  inputs: ["VIN list", "OEM open-recall database"]
  outputs: ["Affected-VIN list", "Campaign-priority flags"]
  automation: high
  human_in_loop: spot-check
  tools: ["Database lookup", "Spreadsheet"]
  frequency: weekly
  trigger: "when refreshing the open-recall list"

- id: cross-team-dependency-handoff-notice
  title: "Cross-team dependency handoff notice"
  domain: "Operations & Project Mgmt"
  roles: ["Project Manager", "Delivery Lead", "Program Coordinator"]
  description: "When an upstream milestone closes, draft the handoff notice to the dependent team with what's ready, what's pending, and the date."
  inputs: ["Dependency map", "milestone status", "receiving team contacts"]
  outputs: ["Handoff email draft", "open-items checklist", "dependency status update"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["project management tool", "email", "spreadsheet"]
  frequency: ad-hoc
  trigger: "the data migration milestone is done, draft the handoff to the integration team"

- id: bol-cross-doc-verify
  title: "Cross-verify cargo details across shipping documents"
  domain: "Operations & Project Mgmt"
  roles: ["Bill-of-lading documentation clerk"]
  description: "Check cargo description, weights, and container numbers match across instructions, packing list, and invoice."
  inputs: ["shipping instructions", "packing list", "commercial invoice"]
  outputs: ["verification report"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "PDF reader"]
  frequency: daily
  trigger: "Packing list, invoice and instructions arrived for a booking"

- id: day-ahead-schedule-prep
  title: "Day-ahead generation schedule prep"
  domain: "Operations & Project Mgmt"
  roles: ["Grid Scheduling Coordinator"]
  description: "Draft day-ahead generation/interchange schedules from forecasts and flag transmission constraint conflicts."
  inputs: ["load forecast", "generation availability", "transmission limits"]
  outputs: ["draft schedule", "constraint conflict flags"]
  automation: low
  human_in_loop: approve
  tools: ["spreadsheet", "ERP"]
  frequency: daily
  trigger: "Prep tomorrow's generation schedule and flag constraint issues"

- id: double-booking-detection
  title: "Detect and propose fixes for double-booked courts and fields"
  domain: "Operations & Project Mgmt"
  roles: ["Facility booking coordinator"]
  description: "Scan reservations for overlapping court/field bookings and suggest reallocation to open slots."
  inputs: ["Facility reservation calendar", "Court/field inventory", "Booking priority rules"]
  outputs: ["Conflict list with proposed reassignments"]
  automation: medium
  human_in_loop: approve
  tools: ["Booking system", "Calendar"]
  frequency: daily
  trigger: "When new bookings are added to the facility calendar"

- id: gate-stand-conflict-detection
  title: "Detect gate and stand allocation conflicts"
  domain: "Operations & Project Mgmt"
  roles: ["Airport Operations Coordinator"]
  description: "Scan the next-day flight schedule for overlapping stand/gate assignments and propose conflict-free reassignments respecting aircraft size."
  inputs: ["flight schedule", "stand allocation plan", "aircraft type constraints"]
  outputs: ["conflict list", "proposed reassignments"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "operations scheduling system"]
  frequency: daily
  trigger: "find gate conflicts in tomorrow's schedule"

- id: 8d-capa-report-draft
  title: "Draft 8D/CAPA report skeleton"
  domain: "Operations & Project Mgmt"
  roles: ["Quality & CAPA Coordinator"]
  description: "From a nonconformance record, draft the 8D structure: problem statement, containment, and guided root-cause prompts."
  inputs: ["nonconformance/defect record", "affected part and process data", "prior similar CAPAs"]
  outputs: ["8D/CAPA draft document", "root-cause and action prompts for the team"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "spreadsheet", "CMS"]
  frequency: ad-hoc
  trigger: "start an 8D report for nonconformance NCR-2241"

- id: em-draft-after-action-report
  title: "Draft after-action report from incident logs"
  domain: "Operations & Project Mgmt"
  roles: ["Emergency management documentation specialist"]
  description: "Compile ICS forms and incident logs into a draft after-action report with timeline, gaps, and improvement items."
  inputs: ["Incident logs and ICS forms", "After-action report template"]
  outputs: ["After-action report draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document management system", "document template library"]
  frequency: ad-hoc
  trigger: "An activation or exercise closes"

- id: banquet-event-order-draft
  title: "Draft Banquet Event Order from client brief"
  domain: "Operations & Project Mgmt"
  roles: ["Banquet & Events Planner"]
  description: "Convert client requirements into a structured BEO covering menus, room setup, AV, timing and staffing notes."
  inputs: ["client event brief", "menu catalog", "room setup options"]
  outputs: ["draft Banquet Event Order"]
  automation: medium
  human_in_loop: approve
  tools: ["CRM", "spreadsheet", "knowledge base"]
  frequency: weekly
  trigger: "Turn this event brief into a BEO"

- id: banquet-event-order-drafting
  title: "Draft banquet event orders from event brief"
  domain: "Operations & Project Mgmt"
  roles: ["MICE & Group Travel Coordinator"]
  description: "Convert the event brief and catering selections into structured banquet event orders with timings, setups, and headcounts."
  inputs: ["event brief", "catering menu selections", "room setup specs"]
  outputs: ["draft BEOs"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "spreadsheet", "knowledge base"]
  frequency: ad-hoc
  trigger: "draft BEOs for the Acme conference"

- id: draft-basis-of-estimate
  title: "Draft basis-of-estimate narrative"
  domain: "Operations & Project Mgmt"
  roles: ["Construction Estimator"]
  description: "Compile assumptions, inclusions, exclusions, allowances, and clarifications into a basis-of-estimate document from takeoff and pricing notes."
  inputs: ["estimate workbook", "takeoff notes", "plan/spec assumptions"]
  outputs: ["basis-of-estimate document"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "knowledge base"]
  frequency: ad-hoc
  trigger: "Write up the basis of estimate for this bid"

- id: bol-draft-from-instructions
  title: "Draft bill of lading from shipping instructions"
  domain: "Operations & Project Mgmt"
  roles: ["Bill-of-lading documentation clerk"]
  description: "Populate a bill of lading from the booking and shipper instructions, carrying over cargo, party, and routing fields."
  inputs: ["booking", "shipping instructions"]
  outputs: ["draft bill of lading"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document editor", "spreadsheet"]
  frequency: daily
  trigger: "Shipper submitted booking and shipping instructions"

- id: booking-confirmation-drafting
  title: "Draft booking confirmations and deal memos from terms"
  domain: "Operations & Project Mgmt"
  roles: ["Talent & booking coordinator"]
  description: "Generate the confirmation and deal memo from agreed fee, date, venue, and rider requirements."
  inputs: ["Agreed booking terms", "Venue details", "Artist rider"]
  outputs: ["Booking confirmation", "Deal memo draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document generator", "email client", "calendar"]
  frequency: ad-hoc
  trigger: "once a show date is confirmed"

- id: draft-call-sheet
  title: "Draft call sheet and shoot schedule from production brief"
  domain: "Operations & Project Mgmt"
  roles: ["Production Coordinator"]
  description: "Generate a call sheet and shot/shoot schedule from the brief, location, crew list and timing constraints."
  inputs: ["Production brief", "Crew and talent list", "Location and timing details"]
  outputs: ["Draft call sheet", "Shoot schedule with call times"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "project management tool", "email"]
  frequency: weekly
  trigger: "Draft a call sheet for Friday's shoot"

- id: draft-carrier-load-tender
  title: "Draft carrier load tender and rate confirmation"
  domain: "Operations & Project Mgmt"
  roles: ["Freight/3PL Coordinator"]
  description: "Turn a shipment request into a load tender with lane, equipment, appointment window and agreed rate for a carrier."
  inputs: ["shipment request", "carrier rate agreement", "pickup/delivery details"]
  outputs: ["load tender / rate confirmation", "carrier email"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["TMS", "email", "spreadsheet"]
  frequency: daily
  trigger: "Tender load 4821 to our preferred carrier"

- id: draft-catalog-metadata-records
  title: "Draft catalog metadata records"
  domain: "Operations & Project Mgmt"
  roles: ["Librarian / Knowledge Manager"]
  description: "Generate descriptive metadata and subject tags for resources to standardize catalog records."
  inputs: ["resource files or descriptions", "metadata schema", "controlled vocabulary"]
  outputs: ["draft metadata records", "suggested subject tags"]
  automation: medium
  human_in_loop: spot-check
  tools: ["knowledge base", "spreadsheet", "docs"]
  frequency: weekly
  trigger: "create catalog metadata and subject tags for these new resources"

- id: draft-change-request
  title: "Draft change request with impact assessment"
  domain: "Operations & Project Mgmt"
  roles: ["Project Manager", "Program Manager"]
  description: "Turn a requested scope/timeline change into a formal change request with rationale, impact on cost/schedule/risk, and options. Logs it."
  inputs: ["change request details", "current baseline plan", "budget data"]
  outputs: ["change request doc", "impact assessment", "change log entry"]
  automation: medium
  human_in_loop: approve
  tools: ["docs", "spreadsheet", "project management tool"]
  frequency: ad-hoc
  trigger: "write up this scope change as a change request with schedule and cost impact"

- id: chapter-charter-renewal
  title: "Draft chapter charter renewal reminders"
  domain: "Operations & Project Mgmt"
  roles: ["Chapter relations coordinator"]
  description: "Verify each chapter meets minimum member and officer requirements and draft renewal notices."
  inputs: ["chapter rosters", "officer lists", "charter requirements"]
  outputs: ["renewal reminder drafts", "non-compliance flags"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["membership system", "email tool"]
  frequency: quarterly
  trigger: "Charter renewal season approaches"

- id: draft-collection-finding-aid
  title: "Draft collection-level finding aid from box inventory"
  domain: "Operations & Project Mgmt"
  roles: ["Archival cataloguer"]
  description: "Turn folder and box inventories into a structured finding aid with scope, arrangement, and series descriptions."
  inputs: ["Box and folder inventory", "Accession file"]
  outputs: ["Draft finding aid"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Document editor", "Cataloguing system"]
  frequency: ad-hoc
  trigger: "When a new collection is processed"

- id: draft-concurrent-review-summary
  title: "Draft concurrent review length-of-stay summary"
  domain: "Operations & Project Mgmt"
  roles: ["Utilization Review Coordinator"]
  description: "Summarize the case and compare current length of stay against clinical guideline benchmarks."
  inputs: ["Active case documentation", "Length-of-stay guidelines"]
  outputs: ["Concurrent review summary", "Variance flag"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["EHR", "knowledge base"]
  frequency: daily
  trigger: "Write the concurrent review summary for this case"

- id: draft-course-timetable
  title: "Draft course schedule from constraints"
  domain: "Operations & Project Mgmt"
  roles: ["Academic Program Coordinator", "Registrar"]
  description: "Build a conflict-free term timetable from room, instructor, and time-slot constraints. Flags clashes for human resolution."
  inputs: ["course list with credit hours", "instructor availability", "room capacities", "prior-term schedule"]
  outputs: ["draft timetable grid", "list of unresolved conflicts"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "calendar", "docs"]
  frequency: quarterly
  trigger: "build next semester's course schedule from this room and instructor availability list"

- id: draft-crew-booking-confirmations
  title: "Draft crew and vendor booking confirmations and track RSVPs"
  domain: "Operations & Project Mgmt"
  roles: ["Production Coordinator"]
  description: "Draft booking confirmation messages for crew/vendors and maintain an RSVP and call-time tracker."
  inputs: ["Crew/vendor list and roles", "Shoot dates and call times", "Confirmation template"]
  outputs: ["Draft confirmation emails", "RSVP/booking tracker"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["email", "spreadsheet", "project management tool"]
  frequency: weekly
  trigger: "Draft booking confirmations for this shoot's crew"

- id: airport-ops-morning-brief
  title: "Draft daily airport operations morning brief"
  domain: "Operations & Project Mgmt"
  roles: ["Airport Operations Coordinator"]
  description: "Synthesize overnight NOTAMs, weather, stand status, and staffing gaps into a structured morning ops brief with risk callouts."
  inputs: ["overnight NOTAMs", "weather forecast", "stand/gate status", "staffing roster"]
  outputs: ["morning ops brief", "key risk callouts"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "email", "spreadsheet"]
  frequency: daily
  trigger: "draft today's airport ops morning brief"

- id: draft-engineering-change-notice
  title: "Draft engineering change notice summary and impact note"
  domain: "Operations & Project Mgmt"
  roles: ["BOM & Engineering Change Coordinator"]
  description: "Draft an ECN write-up describing the change, reason, affected items, and downstream impact for stakeholder review."
  inputs: ["change request details", "affected BOM/parts", "inventory on hand"]
  outputs: ["draft ECN document", "stakeholder impact summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "spreadsheet", "email"]
  frequency: ad-hoc
  trigger: "write up the ECN for this change request"

- id: draft-event-run-of-show
  title: "Draft event run-of-show"
  domain: "Operations & Project Mgmt"
  roles: ["Events Coordinator"]
  description: "Turn an event brief into a timed agenda with segments, owners, and transitions."
  inputs: ["event brief", "speaker list", "time slot"]
  outputs: ["run-of-show document"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "calendar"]
  frequency: ad-hoc
  trigger: "build a run-of-show for our 2-hour customer meetup"

- id: aog-shipping-docs-draft
  title: "Draft export and customs paperwork for AOG part shipments"
  domain: "Operations & Project Mgmt"
  roles: ["AOG & Parts Logistics Coordinator"]
  description: "Generate draft commercial invoice, packing list, and dangerous-goods declaration for an outbound AOG shipment from order and part data."
  inputs: ["Shipment order", "Part master data", "Hazmat classification data"]
  outputs: ["Draft commercial invoice", "Packing list", "Dangerous-goods declaration draft"]
  automation: medium
  human_in_loop: approve
  tools: ["Inventory/ERP system", "Document template tool", "Shipping portal"]
  frequency: daily
  trigger: "an AOG part is ready to ship"

- id: gaming-incident-report-drafting
  title: "Draft gaming incident reports from surveillance logs"
  domain: "Operations & Project Mgmt"
  roles: ["Casino gaming incident & surveillance report analyst"]
  description: "Convert surveillance log entries and notes into standardized incident reports for commission submission."
  inputs: ["Surveillance logs", "Incident notes"]
  outputs: ["Standardized incident report draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "incident log system"]
  frequency: daily
  trigger: "A gaming floor incident is logged"

- id: service-plan-drafting
  title: "Draft individualized service plans from assessments"
  domain: "Operations & Project Mgmt"
  roles: ["Care plan & scheduling coordinator", "Case documentation specialist"]
  description: "Assemble a draft individualized service plan from assessment data using the standardized template, leaving clinical goals for review."
  inputs: ["Assessment results", "Service plan template", "Available services"]
  outputs: ["Draft individualized service plan"]
  automation: low
  human_in_loop: sign-off
  tools: ["document generator", "template library"]
  frequency: ad-hoc
  trigger: "after a client assessment is completed"

- id: league-fixture-draft-generation
  title: "Draft league fixture schedule from team availability and venue slots"
  domain: "Operations & Project Mgmt"
  roles: ["League & club operations coordinator"]
  description: "Generate a draft round-robin fixture list that respects team blackout dates, venue slots and home/away balance."
  inputs: ["Team availability and blackout dates", "Venue slot calendar", "Division/team list"]
  outputs: ["Draft fixture schedule", "List of unresolvable conflicts"]
  automation: medium
  human_in_loop: approve
  tools: ["Spreadsheet", "Scheduling tool", "Calendar"]
  frequency: quarterly
  trigger: "When the new season's divisions and venue slots are confirmed"

- id: preauth-medical-necessity-narrative
  title: "Draft medical-necessity narrative for a procedure code"
  domain: "Operations & Project Mgmt"
  roles: ["Dental insurance pre-authorization clerk"]
  description: "Write a payer-ready clinical justification narrative for a procedure from chart notes, diagnosis and payer narrative guidelines."
  inputs: ["Chart notes", "Diagnosis and procedure codes", "Payer narrative guidelines"]
  outputs: ["Draft clinical narrative"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Electronic health record", "Document generator"]
  frequency: daily
  trigger: "A pre-auth requires a written justification"

- id: draft-engagement-status-budget-report
  title: "Draft monthly engagement budget-to-actual status report"
  domain: "Operations & Project Mgmt"
  roles: ["Engagement Operations Manager"]
  description: "Summarize progress, hours, budget-to-actual and upcoming milestones into a client-ready engagement status report."
  inputs: ["time/budget data", "milestone tracker", "prior status report"]
  outputs: ["client status report", "variance commentary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["practice mgmt", "BI tool"]
  frequency: monthly
  trigger: "Draft this month's engagement status report for the client"

- id: draft-music-cue-sheet
  title: "Draft music cue sheets for productions"
  domain: "Operations & Project Mgmt"
  roles: ["Music & Footage Clearance Coordinator"]
  description: "Compile a per-program cue sheet listing each music cue, usage type, duration, and rights holders."
  inputs: ["edit decision list", "music metadata", "cue sheet template"]
  outputs: ["completed cue sheet"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "CMS"]
  frequency: ad-hoc
  trigger: "build the cue sheet for this episode"

- id: ncr-draft-from-findings
  title: "Draft non-conformance reports from audit findings"
  domain: "Operations & Project Mgmt"
  roles: ["MRO Quality & Maintenance Records Auditor"]
  description: "Turn audit findings into draft non-conformance reports, categorizing probable root cause and citing the applicable procedure or regulation."
  inputs: ["Audit findings", "Procedure/regulation references"]
  outputs: ["Draft NCR/CAR", "Root-cause category tag"]
  automation: low
  human_in_loop: review-before-send
  tools: ["Quality management system", "Document template tool"]
  frequency: weekly
  trigger: "an audit finding is logged"

- id: draft-object-condition-report
  title: "Draft object condition report from inspection notes"
  domain: "Operations & Project Mgmt"
  roles: ["Collections registrar coordinator"]
  description: "Turn a registrar's inspection notes into a structured condition report noting damage, materials, and dimensions."
  inputs: ["Inspection notes", "Object record", "Condition report template"]
  outputs: ["Draft condition report"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Collections database", "Document editor"]
  frequency: ad-hoc
  trigger: "When an object is examined before a loan or move"

- id: draft-permit-status-report-for-project-team
  title: "Draft permit status report for project team"
  domain: "Operations & Project Mgmt"
  roles: ["Zoning & Permitting Coordinator"]
  description: "Summarize permit submission and approval status across jurisdictions into a weekly project team report."
  inputs: ["permit tracker", "agency correspondence"]
  outputs: ["permit status report"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "email"]
  frequency: weekly
  trigger: "Draft this week's permit status report"

- id: pharmacy-prior-auth-form-draft
  title: "Draft pharmacy prior-authorization form"
  domain: "Operations & Project Mgmt"
  roles: ["Pharmacy benefits & prior-authorization investigator"]
  description: "Populate the payer prior-auth form with diagnosis codes, clinical rationale and previously tried therapies."
  inputs: ["Patient clinical info", "Drug and diagnosis codes", "Payer PA form"]
  outputs: ["Completed PA form draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Document generator", "Benefits portal"]
  frequency: daily
  trigger: "A drug requires prior authorization"

- id: draft-preventive-maintenance-schedule
  title: "Draft preventive maintenance schedule"
  domain: "Operations & Project Mgmt"
  roles: ["Facilities Work-Order Coordinator"]
  description: "Generate a recurring PM calendar from the equipment asset register and manufacturer service intervals."
  inputs: ["equipment asset register", "service interval guidelines"]
  outputs: ["preventive maintenance schedule"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "ticketing"]
  frequency: quarterly
  trigger: "Build a PM schedule for these building assets"

- id: draft-primary-source-verification-requests
  title: "Draft primary source verification requests"
  domain: "Operations & Project Mgmt"
  roles: ["Credentialing & Provider Enrollment Specialist"]
  description: "Generate verification request letters to licensing boards, schools and prior employers for each provider."
  inputs: ["Provider credential list", "Verifying entity contacts"]
  outputs: ["Draft verification request letters"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["email", "knowledge base"]
  frequency: monthly
  trigger: "Draft the primary source verification letters for this provider"

- id: draft-program-status-report
  title: "Draft program status report"
  domain: "Operations & Project Mgmt"
  roles: ["Program Coordinator"]
  description: "Roll up activities, milestones, risks, and next steps into a stakeholder status update."
  inputs: ["task tracker", "milestone list", "prior report"]
  outputs: ["status report draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet"]
  frequency: monthly
  trigger: "write this month's program status report from our tracker"

- id: draft-project-charter
  title: "Draft project charter / kickoff doc"
  domain: "Operations & Project Mgmt"
  roles: ["Program Manager", "Project Manager"]
  description: "Build a charter from an intake request: objectives, scope, success metrics, stakeholders, and high-level timeline. Flags missing inputs."
  inputs: ["intake request or brief", "sponsor goals", "constraints/budget"]
  outputs: ["project charter", "stakeholder list", "success metrics"]
  automation: medium
  human_in_loop: approve
  tools: ["docs", "project management tool"]
  frequency: ad-hoc
  trigger: "draft a project charter from this intake request"

- id: draft-project-closure-handover
  title: "Draft project closure and handover document"
  domain: "Operations & Project Mgmt"
  roles: ["Project Manager", "Program Manager"]
  description: "Assemble a closeout document covering delivered scope, outstanding items, lessons, and ownership handover to operations."
  inputs: ["final project status", "deliverables list", "open items", "lessons learned"]
  outputs: ["project closure document", "handover checklist"]
  automation: medium
  human_in_loop: approve
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "write the project closeout and handover doc from these final status notes"

- id: travel-disruption-rebooking
  title: "Draft rebooking options for disrupted trips"
  domain: "Operations & Project Mgmt"
  roles: ["Corporate Travel Coordinator"]
  description: "When a flight is cancelled or delayed, compile alternative options and a traveler notification with clear next steps."
  inputs: ["disruption alert", "traveler itinerary", "availability options"]
  outputs: ["rebooking options", "traveler notification"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["email", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Find rebooking options for a traveler stuck after a cancelled flight"

- id: draft-reconsideration-of-value-request
  title: "Draft Reconsideration of Value Request"
  domain: "Operations & Project Mgmt"
  roles: ["Appraisal Coordinator"]
  description: "Compile supporting comps and draft a reconsideration-of-value request when an appraisal comes in below contract."
  inputs: ["appraisal report", "supporting comparable sales"]
  outputs: ["reconsideration of value letter"]
  automation: medium
  human_in_loop: approve
  tools: ["email", "knowledge base"]
  frequency: ad-hoc
  trigger: "Draft an ROV request for this low appraisal"

- id: draft-recurring-meeting-agenda
  title: "Draft recurring meeting agenda and pre-read"
  domain: "Operations & Project Mgmt"
  roles: ["Project Manager", "Program Manager", "Executive Assistant"]
  description: "Build an agenda and short pre-read for a recurring sync, pulling open items, decisions needed, and prior action follow-ups."
  inputs: ["prior meeting notes", "open action items", "latest status updates", "attendee list"]
  outputs: ["meeting agenda", "pre-read summary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs", "calendar", "email"]
  frequency: weekly
  trigger: "draft the agenda for tomorrow's project sync from last week's notes and open actions"

- id: referee-assignment-roster
  title: "Draft referee and official assignment roster"
  domain: "Operations & Project Mgmt"
  roles: ["League & club operations coordinator"]
  description: "Match available officials to fixtures by certification level, avoiding team conflicts and travel overlaps."
  inputs: ["Official availability and certifications", "Fixture list", "Conflict-of-interest rules"]
  outputs: ["Draft assignment roster", "Unassigned-fixture flags"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Scheduling tool"]
  frequency: weekly
  trigger: "Once the week's fixtures are locked"

- id: draft-rfi-from-field-question
  title: "Draft RFI from a field question"
  domain: "Operations & Project Mgmt"
  roles: ["Submittal/RFI Coordinator"]
  description: "Turn a field question into a formatted RFI with drawing/spec references and a suggested response, ready to route to design."
  inputs: ["field question", "relevant drawings/specs"]
  outputs: ["drafted RFI"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "email"]
  frequency: daily
  trigger: "Write up an RFI about the conflicting beam elevation"

- id: draft-sop-agenda-and-actions
  title: "Draft S&OP meeting agenda and action tracker"
  domain: "Operations & Project Mgmt"
  roles: ["Sales & Operations Planning (S&OP) Analyst"]
  description: "Build the agenda from open decisions and prior actions, and draft a follow-up action log after the meeting."
  inputs: ["prior meeting notes", "open decision list", "current exceptions"]
  outputs: ["draft agenda", "action item tracker"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "knowledge base", "email"]
  frequency: monthly
  trigger: "prep the agenda and action log for S&OP"

- id: draft-settlement-fail-chasers
  title: "Draft settlement-fail chaser emails to counterparties"
  domain: "Operations & Project Mgmt"
  roles: ["Trade Settlement Analyst"]
  description: "Turn a list of failed/pending settlements into individualized chaser emails to the relevant counterparties."
  inputs: ["failed settlement list", "counterparty contacts"]
  outputs: ["draft chaser emails"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "spreadsheet"]
  frequency: daily
  trigger: "write chaser emails for today's failed settlements"

- id: shift-changeover-handoff-brief
  title: "Draft shift changeover handoff brief"
  domain: "Operations & Project Mgmt"
  roles: ["Production Planner / Scheduler"]
  description: "Turn schedule changes into a per-line shift handoff: what to run next, changeovers, material short alerts, carryover."
  inputs: ["updated production schedule", "open WIP/carryover status", "material availability flags"]
  outputs: ["shift handoff brief per line", "changeover/setup notice"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ERP", "email", "knowledge base"]
  frequency: daily
  trigger: "write the night shift handoff for assembly lines 1-3"

- id: draft-slotting-recommendations
  title: "Draft slotting and relocation recommendations from pick data"
  domain: "Operations & Project Mgmt"
  roles: ["Warehouse Operations Analyst"]
  description: "Analyze pick frequency and location data to recommend moving fast movers to prime pick faces."
  inputs: ["pick-frequency data", "current slot map", "bin capacities"]
  outputs: ["proposed slotting changes", "expected travel-time impact"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "BI tool"]
  frequency: monthly
  trigger: "recommend slotting moves to speed up picking"

- id: draft-sop-from-change-control
  title: "Draft SOP revisions from change control requests"
  domain: "Operations & Project Mgmt"
  roles: ["QA Documentation Specialist"]
  description: "Apply approved change-control requirements into an updated SOP draft with redlines and revision history."
  inputs: ["change control request", "current SOP"]
  outputs: ["revised SOP draft", "redline summary"]
  automation: medium
  human_in_loop: approve
  tools: ["document management system"]
  frequency: ad-hoc
  trigger: "Draft the SOP update for this change control"

- id: draft-talent-vendor-booking-emails
  title: "Draft talent and vendor booking confirmations"
  domain: "Operations & Project Mgmt"
  roles: ["Production Coordinator"]
  description: "Generate confirmation emails for booked talent, crew, and vendors with dates, rates, call times, and logistics."
  inputs: ["booking details", "rate and schedule info", "contact list"]
  outputs: ["personalized confirmation emails"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "docs", "calendar"]
  frequency: ad-hoc
  trigger: "draft booking confirmation emails for these vendors and talent"

- id: draft-talent-booking-confirmation
  title: "Draft talent booking confirmations and deal memos"
  domain: "Operations & Project Mgmt"
  roles: ["Talent & Booking Coordinator"]
  description: "Turn booking details (fee, dates, usage rights, riders) into a deal memo and confirmation email."
  inputs: ["booking brief", "talent/agent details", "deal memo template"]
  outputs: ["deal memo", "confirmation email"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "email", "e-signature"]
  frequency: ad-hoc
  trigger: "draft the deal memo for this booking"

- id: draft-tenant-notices
  title: "Draft tenant notices and lease communications"
  domain: "Operations & Project Mgmt"
  roles: ["Property Manager"]
  description: "Generate compliant tenant notices for rent increases, renewals, entry, and maintenance from templates. Merges tenant, unit, and date details."
  inputs: ["tenant/unit data", "notice type", "notice templates"]
  outputs: ["tenant notice drafts"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs", "email"]
  frequency: weekly
  trigger: "draft lease renewal notices for these tenants"

- id: draft-term-course-schedule
  title: "Draft term course schedule and sections"
  domain: "Operations & Project Mgmt"
  roles: ["Curriculum Coordinator", "Course Operations Specialist"]
  description: "Propose section counts, times, and room/instructor assignments from historical demand and constraints."
  inputs: ["enrollment history", "instructor availability", "room constraints"]
  outputs: ["draft section schedule", "conflict list"]
  automation: low
  human_in_loop: approve
  tools: ["SIS", "spreadsheet"]
  frequency: quarterly
  trigger: "Draft next term's course schedule"

- id: ccb-agenda-packet
  title: "Draft the change control board agenda packet"
  domain: "Operations & Project Mgmt"
  roles: ["Configuration & Change Administrator"]
  description: "Summarize pending engineering change proposals (impacts, affected baselines, recommended dispositions) into a CCB agenda packet."
  inputs: ["Open ECP/change requests", "Impact assessments"]
  outputs: ["CCB agenda packet", "Pending-change summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Change management system", "Document template tool"]
  frequency: weekly
  trigger: "the change control board meeting is scheduled"

- id: draft-prepared-by-client-request-list
  title: "Draft the prepared-by-client (PBC) request list"
  domain: "Operations & Project Mgmt"
  roles: ["Audit Senior"]
  description: "Build the PBC list from prior-year workpapers and current scope, tailoring items to changed balances and new audit areas."
  inputs: ["prior-year PBC/workpapers", "current engagement scope", "trial balance"]
  outputs: ["PBC request list", "client-ready schedule"]
  automation: high
  human_in_loop: review-before-send
  tools: ["audit software", "spreadsheet"]
  frequency: quarterly
  trigger: "Draft this year's PBC list for the audit"

- id: vessel-ops-voyage-instructions
  title: "Draft voyage instructions from fixture recap"
  domain: "Operations & Project Mgmt"
  roles: ["Vessel operations coordinator"]
  description: "Turn a confirmed charter party recap into voyage orders to the master covering ports, speed, and reporting."
  inputs: ["fixture recap", "voyage instruction template"]
  outputs: ["draft voyage instructions"]
  automation: medium
  human_in_loop: approve
  tools: ["document editor", "email"]
  frequency: ad-hoc
  trigger: "A new fixture was confirmed and the vessel needs voyage orders"

- id: warranty-claim-narrative-draft
  title: "Draft warranty claim story from technician notes"
  domain: "Operations & Project Mgmt"
  roles: ["Warranty claims administrator"]
  description: "Convert technician cause-correction notes into an OEM-formatted claim narrative with labor-op codes."
  inputs: ["Technician notes", "Labor operation code list"]
  outputs: ["Formatted claim narrative", "Suggested op codes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Text generator", "Code lookup table"]
  frequency: daily
  trigger: "before submitting a warranty claim"

- id: sts-waste-destruction-log
  title: "Draft waste and destruction logs with hold-period checks"
  domain: "Operations & Project Mgmt"
  roles: ["Seed-to-sale compliance clerk"]
  description: "Generate destruction records from disposal entries and verify each met the mandated quarantine hold period."
  inputs: ["Disposal entries", "Quarantine start dates"]
  outputs: ["Destruction log", "Hold-period exception list"]
  automation: medium
  human_in_loop: approve
  tools: ["document editor", "spreadsheet"]
  frequency: weekly
  trigger: "Disposal batch is ready for destruction"

- id: draft-project-status-report
  title: "Draft weekly project status report"
  domain: "Operations & Project Mgmt"
  roles: ["Project Manager", "Program Manager"]
  description: "Pull task progress, blockers, and milestones into a structured status report with RAG health and next steps. Highlights slippage against plan."
  inputs: ["task tracker export", "prior status report", "milestone/plan dates", "team update notes"]
  outputs: ["status report doc", "RAG health summary", "key risks & next steps list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["project management tool", "docs", "spreadsheet", "email"]
  frequency: weekly
  trigger: "turn this week's ticket export and notes into a project status report"

- id: cdrl-deliverable-schedule
  title: "Extract a CDRL deliverable schedule from contract exhibits"
  domain: "Operations & Project Mgmt"
  roles: ["Contracts Compliance Administrator (FAR/DFARS)"]
  description: "Parse contract data requirements exhibits into a tracked schedule of deliverables with formats, frequencies and computed due dates from award date."
  inputs: ["contract CDRL exhibit", "award date"]
  outputs: ["deliverable tracker", "due-date calendar"]
  automation: high
  human_in_loop: spot-check
  tools: ["document parser", "spreadsheet", "project management tool"]
  frequency: ad-hoc
  trigger: "build a deliverables tracker from these CDRLs"

- id: extract-action-items-from-thread-to-tasks
  title: "Extract action items from a thread into tasks"
  domain: "Operations & Project Mgmt"
  roles: ["Knowledge Worker", "Project Manager"]
  description: "Scan an email thread or chat, pull out commitments and to-dos, and draft tasks with owners and due dates."
  inputs: ["email or chat thread"]
  outputs: ["task list with owners and due dates"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "project management tool"]
  frequency: daily
  trigger: "Pull the to-dos out of this thread and make tasks"

- id: extract-meeting-action-items
  title: "Extract action items from meeting transcript"
  domain: "Operations & Project Mgmt"
  roles: ["Project Manager", "Operations Manager", "Program Manager"]
  description: "Convert a standup or project meeting transcript into decisions, action items with owners and due dates, and open questions."
  inputs: ["meeting transcript or notes", "attendee list", "project context"]
  outputs: ["action item list with owners/dates", "decisions log", "follow-up tasks"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs", "project management tool", "email"]
  frequency: daily
  trigger: "summarize this call transcript into action items with owners and dates"

- id: term-extraction-gap
  title: "Extract candidate terms and flag glossary gaps"
  domain: "Operations & Project Mgmt"
  roles: ["Terminology and glossary manager"]
  description: "Mine new source content for domain terms and list those missing from the approved glossary for review."
  inputs: ["New source content", "Approved glossary"]
  outputs: ["Candidate term list", "Glossary gap report"]
  automation: medium
  human_in_loop: approve
  tools: ["Text parser", "Glossary database", "Spreadsheet"]
  frequency: weekly
  trigger: "When new content is added to the corpus"

- id: sds-hazard-data-extraction
  title: "Extract GHS hazard data from incoming SDS documents"
  domain: "Operations & Project Mgmt"
  roles: ["SDS / chemical inventory administrator"]
  description: "Parse incoming safety data sheets to extract H-codes, pictograms, and storage class into the chemical inventory record."
  inputs: ["SDS PDF documents", "Inventory record template"]
  outputs: ["Structured hazard data entries"]
  automation: high
  human_in_loop: spot-check
  tools: ["PDF parser", "Database"]
  frequency: ad-hoc
  trigger: "When a new chemical SDS arrives from a supplier"

- id: extract-corporate-action-terms
  title: "Extract key terms from corporate action notices"
  domain: "Operations & Project Mgmt"
  roles: ["Corporate Actions Analyst"]
  description: "Parse a dividend, split, or merger notice into a structured event record with dates, ratios, and election options."
  inputs: ["corporate action notice document"]
  outputs: ["structured corporate action event record"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "knowledge base"]
  frequency: ad-hoc
  trigger: "pull the key terms from this corporate action notice"

- id: vessel-ops-sof-timeline
  title: "Extract port event timeline from statement of facts"
  domain: "Operations & Project Mgmt"
  roles: ["Vessel operations coordinator"]
  description: "Read the agent's statement of facts and structure arrival, berthing, and cargo event timestamps into a clean timeline."
  inputs: ["statement of facts", "port log"]
  outputs: ["standardized event timeline"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["PDF reader", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Agent just sent the statement of facts for the port call"

- id: extract-claim-form-data
  title: "Extract structured data from claim submissions"
  domain: "Operations & Project Mgmt"
  roles: ["Insurance Claims Examiner"]
  description: "Parse submitted claim forms and supporting documents into a structured claim record."
  inputs: ["claim forms", "supporting documents"]
  outputs: ["structured claim record"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "knowledge base"]
  frequency: daily
  trigger: "pull the claim details from these submitted forms"

- id: fill-recurring-form-from-source-data
  title: "Fill a recurring form from source data"
  domain: "Operations & Project Mgmt"
  roles: ["Knowledge Worker", "Executive Assistant"]
  description: "Populate a standard form or intake template by pulling fields from a source document or record."
  inputs: ["blank form or template", "source data"]
  outputs: ["completed form"]
  automation: high
  human_in_loop: review-before-send
  tools: ["form builder", "spreadsheet", "document management"]
  frequency: weekly
  trigger: "Fill out the vendor intake form from this email"

- id: delay-rental-deadline-flagging
  title: "Flag delay rental and shut-in payment deadlines"
  domain: "Operations & Project Mgmt"
  roles: ["Land & lease administrator"]
  description: "Scan the lease obligation calendar and flag upcoming delay rental, shut-in royalty and option deadlines before they lapse."
  inputs: ["Lease obligation calendar", "Payment status log"]
  outputs: ["Ranked deadline list with lease IDs", "Reminder summary for landman"]
  automation: high
  human_in_loop: spot-check
  tools: ["Calendar tool", "Spreadsheet", "Notification tool"]
  frequency: weekly
  trigger: "Every Monday before the obligation review"

- id: medical-clearance-expiry-flagging
  title: "Flag expiring athlete medical clearances and physicals"
  domain: "Operations & Project Mgmt"
  roles: ["Athlete & medical records administrator"]
  description: "Scan athlete records for pre-participation physicals and clearances nearing expiry and list required renewals."
  inputs: ["Athlete medical clearance records", "Physical/clearance validity rules", "Roster"]
  outputs: ["Expiring-clearance list", "Renewal reminder draft"]
  automation: medium
  human_in_loop: approve
  tools: ["Records system", "Spreadsheet"]
  frequency: monthly
  trigger: "On the monthly eligibility compliance check"

- id: flag-moq-size-curve-violations
  title: "Flag MOQ and size-curve violations across incoming orders"
  domain: "Operations & Project Mgmt"
  roles: ["Wholesale Order Coordinator", "Seasonal Buy-Plan Analyst"]
  description: "Scan submitted orders for minimum-order-quantity, pack-ratio, and size-curve rule breaks and list each exception for follow-up."
  inputs: ["Submitted order lines", "MOQ and pack-ratio rules", "Approved size-curve ratios"]
  outputs: ["Exception report by account and style", "Suggested corrected quantities"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "rules checker"]
  frequency: daily
  trigger: "when new orders are entered for review"

- id: records-retention-disposition-flagging
  title: "Flag records eligible for disposition under retention schedule"
  domain: "Operations & Project Mgmt"
  roles: ["FOIA & Records Officer"]
  description: "Classify records against the retention schedule and flag items past their retention period as eligible for destruction or transfer."
  inputs: ["records inventory", "retention schedule"]
  outputs: ["disposition-eligible list"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "knowledge base", "CMS"]
  frequency: quarterly
  trigger: "which records are eligible for disposal this quarter?"

- id: auth-required-flagging
  title: "Flag scheduled services that need prior authorization"
  domain: "Operations & Project Mgmt"
  roles: ["Prior Authorization Coordinator"]
  description: "Cross-reference scheduled procedures/CPT against payer auth-required lists and flag those needing PA."
  inputs: ["upcoming schedule", "payer auth-required lists"]
  outputs: ["Auth-needed flag list"]
  automation: high
  human_in_loop: spot-check
  tools: ["practice mgmt", "knowledge base"]
  frequency: daily
  trigger: "Which of next week's procedures need prior auth?"

- id: sop-review-due-tracking
  title: "Flag SOPs due for periodic review"
  domain: "Operations & Project Mgmt"
  roles: ["Protocol & SOP document controller"]
  description: "Scan the document register for SOPs nearing their review cycle and draft review-request notices to owners."
  inputs: ["Document register", "Review intervals"]
  outputs: ["Due-for-review list", "Draft owner notices"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Document repository", "Spreadsheet", "Email"]
  frequency: monthly
  trigger: "Which SOPs are coming up for their annual review?"

- id: order-jeopardy-reconciliation
  title: "Flag stuck and at-risk orders against SLA"
  domain: "Operations & Project Mgmt"
  roles: ["Service provisioning & order-management coordinator"]
  description: "Reconcile order status across order-management and network-inventory systems and surface orders past their SLA milestones."
  inputs: ["open order list", "network-inventory status", "SLA milestone definitions"]
  outputs: ["jeopardy order list", "aging summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["order-management system", "network inventory system", "spreadsheet"]
  frequency: daily
  trigger: "during the daily order-jeopardy review"

- id: generate-records-inventory
  title: "Generate a records inventory index"
  domain: "Operations & Project Mgmt"
  roles: ["Records Manager"]
  description: "Build a structured inventory/index of documents in a repository, capturing title, owner, type, date, and location."
  inputs: ["folder or repository listing", "metadata fields needed"]
  outputs: ["records inventory spreadsheet", "gaps in metadata"]
  automation: medium
  human_in_loop: spot-check
  tools: ["document management system", "spreadsheet"]
  frequency: quarterly
  trigger: "build an inventory index of the documents in this shared drive"

- id: care-visit-scheduling
  title: "Generate care visit schedules within authorized hours"
  domain: "Operations & Project Mgmt"
  roles: ["Care plan & scheduling coordinator"]
  description: "Build a draft caregiver-to-client visit schedule that respects caregiver availability, client preferences, and authorized service hours."
  inputs: ["Caregiver availability", "Client needs and preferences", "Authorized hours"]
  outputs: ["Draft visit schedule", "Conflict and shortfall flags"]
  automation: medium
  human_in_loop: approve
  tools: ["scheduling tool", "calendar", "authorization tracker"]
  frequency: weekly
  trigger: "when the next service week needs scheduling"

- id: generate-creative-job-status-report
  title: "Generate daily creative job status and bottleneck report"
  domain: "Operations & Project Mgmt"
  roles: ["Creative Traffic Coordinator"]
  description: "Summarize in-flight creative jobs, stages, owners and overdue items into a daily status digest."
  inputs: ["Job tracker export", "Due dates and owners", "Stage definitions"]
  outputs: ["Status digest by stage", "List of overdue/at-risk jobs"]
  automation: high
  human_in_loop: spot-check
  tools: ["project management tool", "spreadsheet", "email"]
  frequency: daily
  trigger: "Give me today's creative traffic status report"

- id: dg-shipping-paper-generation
  title: "Generate dangerous-goods shipping papers from hazard data"
  domain: "Operations & Project Mgmt"
  roles: ["Hazardous materials transport documentation coordinator"]
  description: "Populate shipping papers with proper shipping name, UN number, class, and packing group from product hazard data."
  inputs: ["Product hazard data", "Shipment details", "Shipping paper template"]
  outputs: ["Draft dangerous-goods shipping paper"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Document editor", "Database"]
  frequency: ad-hoc
  trigger: "When a hazardous shipment is booked"

- id: generate-transmittal-cover-sheets
  title: "Generate document transmittal cover sheets"
  domain: "Operations & Project Mgmt"
  roles: ["Project Document Controller"]
  description: "Create transmittal cover sheets listing documents, revisions, and recipients, and update the distribution log."
  inputs: ["document list", "revision data", "distribution matrix"]
  outputs: ["transmittal cover sheet", "updated distribution log"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "email"]
  frequency: weekly
  trigger: "Make a transmittal for these drawings going to the owner"

- id: generate-export-document-set
  title: "Generate export commercial invoice and packing list"
  domain: "Operations & Project Mgmt"
  roles: ["Customs & Import/Export Documentation Specialist"]
  description: "Produce commercial invoice, packing list and certificate-of-origin draft from order and shipment data."
  inputs: ["sales order", "shipment/packing details", "Incoterms"]
  outputs: ["commercial invoice", "packing list", "certificate of origin draft"]
  automation: high
  human_in_loop: review-before-send
  tools: ["ERP", "spreadsheet"]
  frequency: daily
  trigger: "Prepare export docs for the Rotterdam shipment"

- id: generate-lease-critical-date-alerts
  title: "Generate lease critical-date alerts"
  domain: "Operations & Project Mgmt"
  roles: ["Lease Administration Analyst"]
  description: "Scan the lease portfolio for upcoming renewal, option-exercise, and escalation dates and draft alert notices."
  inputs: ["lease abstract database"]
  outputs: ["critical-date alert list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["ERP", "spreadsheet"]
  frequency: monthly
  trigger: "Which leases have critical dates coming up next quarter?"

- id: generate-loa-port-request
  title: "Generate letter of authorization and port request"
  domain: "Operations & Project Mgmt"
  roles: ["Telecom Provisioning & Order-Management Coordinator"]
  description: "Draft number/circuit port-out LOA and port request from order and account details for the losing carrier."
  inputs: ["port order details", "account/CSR record"]
  outputs: ["LOA draft", "port request form"]
  automation: medium
  human_in_loop: approve
  tools: ["order management system", "e-signature"]
  frequency: ad-hoc
  trigger: "Prepare the LOA to port these numbers"

- id: generate-office-move-sequencing-plan
  title: "Generate office move sequencing plan"
  domain: "Operations & Project Mgmt"
  roles: ["Move Management Coordinator"]
  description: "Build a move schedule and stack plan from the employee and space assignment list with timing and groupings."
  inputs: ["employee list", "space assignments", "move date"]
  outputs: ["move schedule", "stack plan"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "calendar"]
  frequency: ad-hoc
  trigger: "Create a move sequencing plan for the relocation"

- id: onboard-new-partner
  title: "Generate partner onboarding packet"
  domain: "Operations & Project Mgmt"
  roles: ["Partnerships Operations Manager"]
  description: "Build a setup checklist and welcome packet for a new partner from the standard onboarding template."
  inputs: ["partner profile", "onboarding template"]
  outputs: ["onboarding checklist", "welcome packet"]
  automation: high
  human_in_loop: spot-check
  tools: ["CRM", "knowledge base"]
  frequency: ad-hoc
  trigger: "set up the onboarding packet for this new partner"

- id: generate-commodity-trade-confirmations
  title: "Generate physical commodity trade confirmations"
  domain: "Operations & Project Mgmt"
  roles: ["Commodity trade support clerk"]
  description: "Turn captured trade tickets into counterparty confirmations with grade, quantity, price, and delivery terms."
  inputs: ["trade ticket data", "contract templates", "counterparty details"]
  outputs: ["trade confirmation documents"]
  automation: high
  human_in_loop: review-before-send
  tools: ["trade capture system", "document generator", "email tool"]
  frequency: daily
  trigger: "A new trade is booked"

- id: renewal-notice-generation
  title: "Generate renewal notices and policy documents"
  domain: "Operations & Project Mgmt"
  roles: ["Policy Administration Clerk"]
  description: "Produce renewal notices and policy schedules from rating data and merge them into the issuance templates."
  inputs: ["Renewal rating data", "Policyholder records", "Document templates"]
  outputs: ["Renewal notices", "Policy schedules"]
  automation: high
  human_in_loop: review-before-send
  tools: ["policy administration system", "document management", "email"]
  frequency: monthly
  trigger: "Generate this month's renewal notices."

- id: generate-sample-pull-lists
  title: "Generate sample pull lists for showroom merchandising"
  domain: "Operations & Project Mgmt"
  roles: ["Sample & Showroom Coordinator"]
  description: "Produce category-organized pull lists and label sheets so showroom samples can be merchandised by story and color."
  inputs: ["Seasonal line list", "Sample inventory status", "Merchandising story plan"]
  outputs: ["Pull list by category", "Sample label sheet"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "label generator"]
  frequency: quarterly
  trigger: "before setting up the showroom for a new season"

- id: tournament-seeding-sheet
  title: "Generate tournament bracket seeding sheet from registrations"
  domain: "Operations & Project Mgmt"
  roles: ["Community & tournament operations coordinator"]
  description: "Build a seeding sheet from the registration list and rank/points data, then lay out the bracket structure and byes for the chosen format."
  inputs: ["Registration list", "Ranking/points table", "Bracket format rules"]
  outputs: ["Seeding sheet", "Draft bracket layout"]
  automation: high
  human_in_loop: approve
  tools: ["Spreadsheet", "Bracket layout doc"]
  frequency: ad-hoc
  trigger: "Registration closes for a tournament"

- id: trafficking-link-naming-generation
  title: "Generate tracking links and creative naming from the media plan"
  domain: "Operations & Project Mgmt"
  roles: ["Ad trafficking coordinator"]
  description: "Build consistent tracking-tagged URLs and creative file names following the campaign naming convention."
  inputs: ["Media plan", "Naming convention spec"]
  outputs: ["Tracking link sheet", "Creative naming map"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "URL builder"]
  frequency: ad-hoc
  trigger: "when a campaign is being set up to traffic"

- id: transmittal-submittal-log
  title: "Generate transmittals and update the submittal log"
  domain: "Operations & Project Mgmt"
  roles: ["Document Control Specialist"]
  description: "Create transmittal cover sheets for outgoing deliverables and log document number, revision, recipient, and date."
  inputs: ["outgoing deliverable list", "distribution matrix"]
  outputs: ["transmittal documents", "updated submittal log"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document generator", "log spreadsheet"]
  frequency: weekly
  trigger: "Deliverables are going out the door"

- id: data-room-indexing
  title: "Index and tag diligence data room"
  domain: "Operations & Project Mgmt"
  roles: ["Deal & Transaction Coordinator"]
  description: "Auto-categorize uploaded diligence documents and flag gaps against a standard diligence checklist."
  inputs: ["Data room documents", "Diligence checklist"]
  outputs: ["Indexed document map", "Missing-document list"]
  automation: high
  human_in_loop: spot-check
  tools: ["Document management system", "Document classifier"]
  frequency: ad-hoc
  trigger: "As diligence documents are uploaded"

- id: sync-request-triage
  title: "Log and triage incoming sync licensing requests"
  domain: "Operations & Project Mgmt"
  roles: ["Sync licensing administrator"]
  description: "Capture inbound sync inquiries, classify by usage and budget, and route each to the right catalog owner."
  inputs: ["Inbound request emails", "Catalog ownership map"]
  outputs: ["Triaged request queue", "Routing assignments"]
  automation: high
  human_in_loop: none
  tools: ["email client", "intake form", "project tracker"]
  frequency: daily
  trigger: "as sync inquiries hit the licensing inbox"

- id: log-project-decision-record
  title: "Log project decision record"
  domain: "Operations & Project Mgmt"
  roles: ["Project Manager", "Program Manager", "Business Analyst"]
  description: "Capture a key decision with context, options considered, rationale, and owner as a structured entry in the decision log."
  inputs: ["meeting discussion notes", "decision context", "options considered"]
  outputs: ["decision log entry"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "log this decision we just made with the rationale and the alternatives we rejected"

- id: maintain-ai-usecase-registry
  title: "Maintain AI use-case registry"
  domain: "Operations & Project Mgmt"
  roles: ["AI / Content Governance Reviewer"]
  description: "Log new AI tools and use cases with owner, purpose, and risk tags, and flag entries needing review."
  inputs: ["intake submissions", "risk tagging rubric"]
  outputs: ["updated registry", "review queue"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "knowledge base"]
  frequency: monthly
  trigger: "add these new AI use cases to the registry with risk tags"

- id: maintain-ectd-submission-tracker
  title: "Maintain eCTD submission readiness tracker"
  domain: "Operations & Project Mgmt"
  roles: ["Regulatory Affairs Specialist"]
  description: "Update the submission tracker from contributor inputs and flag missing or outdated CTD module documents before filing."
  inputs: ["CTD module document list", "contributor status updates"]
  outputs: ["updated submission tracker", "missing-document flags"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "document management system"]
  frequency: weekly
  trigger: "Update the submission tracker and flag missing CTD documents"

- id: capital-activity-calendar
  title: "Maintain fund capital-activity calendar"
  domain: "Operations & Project Mgmt"
  roles: ["Fund Operations Analyst"]
  description: "Build and update a calendar of upcoming capital calls, distributions, fee runs and expense payments from LPA and fund terms."
  inputs: ["LPA / side letter terms", "Fund cash-flow forecast"]
  outputs: ["Capital-activity calendar", "Upcoming-deadline alerts"]
  automation: medium
  human_in_loop: none
  tools: ["Calendar", "Spreadsheet"]
  frequency: monthly
  trigger: "At the start of each month"

- id: maintain-sample-tracking-log
  title: "Maintain sample tracking log and chase overdue returns"
  domain: "Operations & Project Mgmt"
  roles: ["Sample & Showroom Coordinator"]
  description: "Log inbound and outbound sample movements with due-back dates and draft reminder notes for samples past their return date."
  inputs: ["Sample check-in/out records", "Loan due-back dates", "Recipient contact list"]
  outputs: ["Updated sample tracking log", "Drafted overdue-return reminders"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "email", "tracking log"]
  frequency: daily
  trigger: "when samples are sent out or due back"

- id: board-action-tracker
  title: "Maintain the board resolution and action tracker"
  domain: "Operations & Project Mgmt"
  roles: ["Corporate Secretarial & Board Governance Coordinator"]
  description: "Update the standing tracker of board resolutions and actions, flagging overdue items before the next meeting."
  inputs: ["Prior minutes", "Current action tracker", "Owner status updates"]
  outputs: ["Updated action tracker", "Overdue-item alert list"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "task tracker", "reminder tool"]
  frequency: monthly
  trigger: "between board meeting cycles"

- id: class-waitlist-fill
  title: "Match class waitlists to open slots and draft notifications"
  domain: "Operations & Project Mgmt"
  roles: ["Class & personal-training scheduling coordinator"]
  description: "Fill freed class spots from the waitlist by priority and draft the offer notifications to members."
  inputs: ["Class waitlists", "Cancellation/open-slot feed", "Waitlist priority rules"]
  outputs: ["Proposed waitlist assignments", "Draft member notifications"]
  automation: high
  human_in_loop: none
  tools: ["Scheduling tool", "Messaging tool"]
  frequency: daily
  trigger: "When a class spot opens up from a cancellation"

- id: match-contracts-to-delivery-records
  title: "Match contracts to delivery and shipment records"
  domain: "Operations & Project Mgmt"
  roles: ["Commodity trade support clerk", "Grain merchandiser back-office clerk"]
  description: "Reconcile open contracts against actual delivered and shipped quantities; flag over- and under-delivery."
  inputs: ["contract register", "delivery tickets", "shipment logs"]
  outputs: ["contract status report", "exception list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["contract database", "spreadsheet"]
  frequency: weekly
  trigger: "Weekly contract position review"

- id: match-trade-confirmations
  title: "Match trade confirmations to internal blotter"
  domain: "Operations & Project Mgmt"
  roles: ["Trade Settlement Analyst"]
  description: "Compare counterparty trade confirmations against the internal trade blotter and produce a matched list plus an exceptions report."
  inputs: ["counterparty trade confirmations", "internal trade blotter"]
  outputs: ["matched trade list", "exceptions/mismatch report"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "ERP", "email"]
  frequency: daily
  trigger: "reconcile today's trade confirmations against our blotter"

- id: listing-suppression-monitor
  title: "Monitor suppressed listings and draft fixes"
  domain: "Operations & Project Mgmt"
  roles: ["Marketplace Listing Manager"]
  description: "Review suppressed or policy-flagged listings, classify the cause and draft the corrective action per listing."
  inputs: ["suppression/policy report", "listing data", "marketplace policy rules"]
  outputs: ["cause-classified suppression list", "fix action per listing"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "CMS", "ticketing"]
  frequency: daily
  trigger: "tell me why these listings are suppressed and how to fix them"

- id: normalize-wholesale-po-to-order-sheet
  title: "Normalize buyer purchase orders into a standard order-entry sheet"
  domain: "Operations & Project Mgmt"
  roles: ["Wholesale Order Coordinator"]
  description: "Parse buyer POs arriving as email, PDF, or EDI and map them to the brand's SKU, colorway, and size-curve order-entry template."
  inputs: ["Buyer purchase orders (PDF/email/EDI)", "Master style and SKU list", "Size-curve definitions"]
  outputs: ["Standardized order-entry sheet", "List of unmatched or ambiguous line items"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "document parser", "order-management system"]
  frequency: daily
  trigger: "when a wholesale account sends a new season order"

- id: organize-and-rename-files
  title: "Organize and rename files into a folder structure"
  domain: "Operations & Project Mgmt"
  roles: ["Knowledge Worker", "Office Manager", "Executive Assistant"]
  description: "Apply a naming convention and sort files into the right folders by type, date, or project."
  inputs: ["unsorted files", "naming convention or folder taxonomy"]
  outputs: ["renamed files", "organized folders"]
  automation: medium
  human_in_loop: spot-check
  tools: ["file storage", "document management"]
  frequency: monthly
  trigger: "Sort and rename these files by project and date"

- id: outage-coordination-notice
  title: "Outage coordination notice compilation"
  domain: "Operations & Project Mgmt"
  roles: ["Grid Scheduling Coordinator"]
  description: "Compile planned outage and maintenance requests into a coordinated schedule and stakeholder notification."
  inputs: ["maintenance requests", "outage calendar"]
  outputs: ["outage coordination notice"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "email"]
  frequency: weekly
  trigger: "Compile this week's outage coordination notice"

- id: payment-exception-repair-triage
  title: "Payment exception and repair triage"
  domain: "Operations & Project Mgmt"
  roles: ["Payments Operations Analyst"]
  description: "Review failed/queued ACH, wire and SWIFT items, identify the repair reason and propose corrected field values."
  inputs: ["payment exception queue", "message details", "repair rules"]
  outputs: ["triage notes", "suggested repairs"]
  automation: medium
  human_in_loop: approve
  tools: ["payments system", "knowledge base", "spreadsheet"]
  frequency: daily
  trigger: "Triage today's payment repair queue"

- id: payment-trace-recall-drafting
  title: "Payment trace and recall request drafting"
  domain: "Operations & Project Mgmt"
  roles: ["Payments Operations Analyst"]
  description: "Draft an interbank trace, recall or non-receipt investigation message with the correct reason codes and reference fields."
  inputs: ["original payment details", "customer claim", "format/scheme rules"]
  outputs: ["draft investigation message"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["payments system", "knowledge base", "email"]
  frequency: daily
  trigger: "Draft a recall request for this wire"

- id: plan-program-event-logistics
  title: "Plan program event logistics checklist"
  domain: "Operations & Project Mgmt"
  roles: ["Program Coordinator"]
  description: "Generate a logistics plan and checklist covering venue, vendors, agenda, invites, and timeline for a program event."
  inputs: ["event goal", "date", "attendee count", "budget"]
  outputs: ["logistics checklist and timeline"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "calendar", "spreadsheet"]
  frequency: monthly
  trigger: "build a logistics checklist for our community workshop"

- id: enrollment-form-prefill
  title: "Pre-fill payer enrollment and CAQH applications"
  domain: "Operations & Project Mgmt"
  roles: ["Credentialing & Provider Enrollment Specialist"]
  description: "Auto-populate payer enrollment and CAQH forms from the provider master profile, leaving gaps to confirm."
  inputs: ["provider master profile", "blank enrollment forms"]
  outputs: ["Pre-filled application packet"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["practice mgmt", "knowledge base"]
  frequency: ad-hoc
  trigger: "Fill out the enrollment forms for our new physician"

- id: pre-label-flagged-content-queue
  title: "Pre-label flagged content against policy taxonomy"
  domain: "Operations & Project Mgmt"
  roles: ["Content policy moderator"]
  description: "Read each item in a flagged-content queue, map it to the policy taxonomy, and draft a tentative action with the cited rule."
  inputs: ["Flagged content queue", "Policy taxonomy and guidelines"]
  outputs: ["Pre-labeled decisions", "Cited policy rule per item"]
  automation: high
  human_in_loop: spot-check
  tools: ["Content queue system", "Policy knowledge base"]
  frequency: daily
  trigger: "When the moderation queue fills up at the start of a shift"

- id: intake-eligibility-prescreen
  title: "Pre-screen intake applications against eligibility rules"
  domain: "Operations & Project Mgmt"
  roles: ["Intake & eligibility coordinator"]
  description: "Extract applicant data from intake forms and check income, age, and residency thresholds per program, flagging items that need verification."
  inputs: ["Submitted intake form", "Program eligibility criteria", "Supporting documents"]
  outputs: ["Pre-screen eligibility summary", "List of flags to verify"]
  automation: medium
  human_in_loop: approve
  tools: ["form parser", "rules engine", "case management system"]
  frequency: daily
  trigger: "when a new intake application is submitted"

- id: prescreen-trial-referrals
  title: "Pre-screen patient referrals against trial eligibility criteria"
  domain: "Operations & Project Mgmt"
  roles: ["Clinical Trial Coordinator"]
  description: "Compare each referred patient's data to the protocol inclusion/exclusion criteria and produce a ranked pre-screen shortlist with reasons."
  inputs: ["protocol inclusion/exclusion criteria", "patient referral records / chart summaries"]
  outputs: ["pre-screen shortlist", "per-patient eligibility flag with rationale"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["EHR", "spreadsheet"]
  frequency: weekly
  trigger: "Pre-screen this week's referrals against the trial eligibility criteria"

- id: warranty-claim-pre-screen
  title: "Pre-screen repair orders for warranty eligibility"
  domain: "Operations & Project Mgmt"
  roles: ["Warranty claims administrator"]
  description: "Check VIN coverage, mileage and time limits against OEM rules and flag claims likely to be denied."
  inputs: ["Repair order", "VIN coverage data", "OEM warranty policy"]
  outputs: ["Eligibility flag", "Denial-risk notes"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Document parser", "Rules engine"]
  frequency: daily
  trigger: "when a warranty repair order is opened"

- id: prepare-export-shipping-documents
  title: "Prepare export shipping document packet"
  domain: "Operations & Project Mgmt"
  roles: ["Agricultural export documentation clerk"]
  description: "Assemble commercial invoice, packing list, certificate of origin, and phytosanitary forms for a shipment."
  inputs: ["shipment details", "contract terms", "product specs"]
  outputs: ["export document packet"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document generator", "trade documentation system"]
  frequency: weekly
  trigger: "A shipment is booked for export"

- id: prepare-grant-progress-report
  title: "Prepare grant progress report"
  domain: "Operations & Project Mgmt"
  roles: ["Research Administrator"]
  description: "Assemble milestone, spending, and deliverable status into the funder's periodic progress report format."
  inputs: ["project milestone tracker", "expenditure report", "funder report template"]
  outputs: ["draft progress report", "flagged variances vs plan"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "docs", "ERP"]
  frequency: quarterly
  trigger: "draft the quarterly grant progress report from these milestone and spending updates"

- id: loc-handoff-kit-prep
  title: "Prepare localization handoff kit from a content release"
  domain: "Operations & Project Mgmt"
  roles: ["Localization project coordinator"]
  description: "Scan a release's source files, list translatable items with word counts, and assemble a vendor handoff summary."
  inputs: ["Source content files", "File inventory", "Project brief"]
  outputs: ["Handoff kit summary", "Word-count sheet"]
  automation: high
  human_in_loop: spot-check
  tools: ["File parser", "Spreadsheet", "Document editor"]
  frequency: weekly
  trigger: "When a content release is ready for translation"

- id: loc-prepare-translation-kit
  title: "Prepare localization kit from source content"
  domain: "Operations & Project Mgmt"
  roles: ["Localization Program Manager"]
  description: "Segment source content, attach glossary terms and context, and flag ambiguous or non-translatable strings for translators."
  inputs: ["Source content files", "Glossary/term base", "Style guide"]
  outputs: ["Translation kit", "Translator query list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Translation management system", "File storage", "Spreadsheet"]
  frequency: weekly
  trigger: "when a new release is ready for translation"

- id: port-prearrival-packet
  title: "Prepare pre-arrival notices and port call document packet"
  domain: "Operations & Project Mgmt"
  roles: ["Port-agency coordinator"]
  description: "Fill pre-arrival notifications and declaration forms for authorities and terminals from the nomination details."
  inputs: ["agency nomination", "vessel and crew particulars"]
  outputs: ["pre-arrival document packet"]
  automation: medium
  human_in_loop: approve
  tools: ["document editor", "email"]
  frequency: ad-hoc
  trigger: "A vessel nominated us as agent for the next call"

- id: works-registration-prep
  title: "Prepare works registrations for collecting societies"
  domain: "Operations & Project Mgmt"
  roles: ["Music publishing administrator"]
  description: "Compile writer and publisher splits, IPI numbers, and work metadata into society registration submissions."
  inputs: ["Catalog metadata", "Writer and publisher splits", "Society templates"]
  outputs: ["Registration submission files"]
  automation: medium
  human_in_loop: spot-check
  tools: ["database", "spreadsheet", "submission portal"]
  frequency: monthly
  trigger: "when new works are added to the catalog"

- id: fnol-intake-coverage-check
  title: "Process FNOL and verify coverage"
  domain: "Operations & Project Mgmt"
  roles: ["Claims Examiner"]
  description: "Extract details from a first notice of loss, set up the claim record, and check the loss against policy coverage, limits and deductibles."
  inputs: ["First notice of loss (FNOL)", "Policy declarations & forms"]
  outputs: ["Structured claim record", "Coverage verification note", "Reserve category suggestion"]
  automation: medium
  human_in_loop: approve
  tools: ["claims management system", "knowledge base", "email"]
  frequency: daily
  trigger: "Set up this new loss notice and check it against the policy."

- id: ownership-transfer-processing
  title: "Process owner change-of-ownership transfers"
  domain: "Operations & Project Mgmt"
  roles: ["Division order analyst"]
  description: "Update owner records for transfers, deaths and address changes and generate the division order transfer documents."
  inputs: ["Transfer/probate documents", "Current owner record"]
  outputs: ["Updated owner record", "Drafted transfer order documents"]
  automation: medium
  human_in_loop: approve
  tools: ["Owner database", "Document generator"]
  frequency: ad-hoc
  trigger: "When an ownership change document is received"

- id: project-closeout-lessons-compilation
  title: "Project closeout lessons-learned compilation"
  domain: "Operations & Project Mgmt"
  roles: ["Project Manager", "PMO Analyst", "Delivery Lead"]
  description: "Pull retro notes, ticket trends, and plan-vs-actual variance into a structured closeout and lessons-learned writeup."
  inputs: ["Retro notes", "ticketing history", "baseline vs actuals"]
  outputs: ["Closeout report draft", "lessons-learned register entries", "variance summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ticketing", "spreadsheet", "knowledge base"]
  frequency: quarterly
  trigger: "compile the closeout and lessons learned for the website rebuild project"

- id: caption-timing-qa
  title: "QA caption files for timing and reading-speed limits"
  domain: "Operations & Project Mgmt"
  roles: ["Captioning and transcription QA specialist"]
  description: "Check caption files for overlapping timecodes, characters-per-second limits, and line-length violations."
  inputs: ["Caption files", "Caption style spec"]
  outputs: ["Caption QA report", "Violation list"]
  automation: high
  human_in_loop: spot-check
  tools: ["Subtitle parser", "Spreadsheet"]
  frequency: weekly
  trigger: "When caption files are delivered"

- id: creative-spec-qa
  title: "QA creative assets against publisher placement specs"
  domain: "Operations & Project Mgmt"
  roles: ["Ad trafficking coordinator"]
  description: "Check each creative's dimensions, file size, duration and format against the placement's required specs."
  inputs: ["Creative asset list", "Publisher spec sheet"]
  outputs: ["Spec QA checklist", "Rejected-asset list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "asset management system"]
  frequency: ad-hoc
  trigger: "when creative is received for trafficking"

- id: qa-lms-course-shell-rollover
  title: "QA LMS course shells after term rollover"
  domain: "Operations & Project Mgmt"
  roles: ["Course Operations Specialist"]
  description: "Check rolled-over course shells for outdated dates, broken links, and missing modules against a checklist."
  inputs: ["LMS course shells", "rollover QA checklist"]
  outputs: ["per-course QA defect list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["LMS", "spreadsheet"]
  frequency: quarterly
  trigger: "QA the new term's course shells in the LMS"

- id: pdp-prelaunch-qa
  title: "QA product detail pages before launch"
  domain: "Operations & Project Mgmt"
  roles: ["E-commerce Operations Specialist"]
  description: "Check new PDPs for missing images, incomplete attributes, broken links and copy/policy issues before go-live."
  inputs: ["PDP draft export/URLs", "attribute completeness checklist"]
  outputs: ["QA defect list per product", "go/no-go readiness summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CMS", "spreadsheet", "ticketing"]
  frequency: weekly
  trigger: "QA the 40 new PDPs queued for Friday launch"

- id: raid-log-hygiene-sweep
  title: "RAID log hygiene sweep"
  domain: "Operations & Project Mgmt"
  roles: ["Project Manager", "PMO Analyst", "Program Coordinator"]
  description: "Scan the RAID log for stale, mis-aged, or duplicate risks/issues/actions and draft a cleanup list with owners to re-confirm."
  inputs: ["RAID log export", "last-reviewed dates", "owner list"]
  outputs: ["Flagged items list", "owner re-confirmation requests", "aging summary"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "project management tool", "email"]
  frequency: weekly
  trigger: "clean up our RAID log and flag stale risks and overdue actions"

- id: resequence-category-grid
  title: "Re-sequence category page product grid by sell-through"
  domain: "Operations & Project Mgmt"
  roles: ["Online Merchandiser"]
  description: "Re-rank products on a category/collection page using sell-through, margin and stock, pushing low-stock and slow movers down."
  inputs: ["product performance export", "current stock levels", "merchandising rules/strategy"]
  outputs: ["proposed product sort order", "boost/bury rule list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CMS", "BI tool", "spreadsheet"]
  frequency: weekly
  trigger: "re-sort the women's footwear grid by sell-through and stock"

- id: reconcile-addenda-notify-bidders
  title: "Reconcile addenda and notify bidders"
  domain: "Operations & Project Mgmt"
  roles: ["Bid Coordinator", "Submittal/RFI Coordinator"]
  description: "Log issued addenda, summarize the changes, notify bidding subs, and track acknowledgements."
  inputs: ["addenda documents", "bidder list"]
  outputs: ["addenda summary", "acknowledgement tracker"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["email", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Addendum 3 just dropped, notify all bidders and track who acks"

- id: entity-register-reconcile
  title: "Reconcile entity register against registry extracts"
  domain: "Operations & Project Mgmt"
  roles: ["Entity Management & Filings Administrator"]
  description: "Compare internal entity records (directors, shares, addresses) to official registry extracts and flag discrepancies."
  inputs: ["Internal entity register", "Official registry extracts", "Change log"]
  outputs: ["Discrepancy report", "Suggested correction list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "document parser", "comparison tool"]
  frequency: quarterly
  trigger: "during a periodic entity data review"

- id: live-ops-config-qa
  title: "Reconcile event config against the live-ops calendar"
  domain: "Operations & Project Mgmt"
  roles: ["Live-ops coordinator"]
  description: "Cross-check the scheduled event config (timers, reward IDs, currency caps) against the master calendar and flag mismatches or overlapping events before go-live."
  inputs: ["Event config export", "Live-ops master calendar", "Reward ID registry"]
  outputs: ["Discrepancy list", "Go/no-go checklist"]
  automation: high
  human_in_loop: approve
  tools: ["Spreadsheet", "Config file reader", "Calendar"]
  frequency: weekly
  trigger: "An event build is staged for the next push"

- id: reconcile-furniture-and-asset-relocation-inventory
  title: "Reconcile furniture and asset relocation inventory"
  domain: "Operations & Project Mgmt"
  roles: ["Move Management Coordinator"]
  description: "Compile and reconcile the inventory of furniture and assets to be moved against the destination space plan."
  inputs: ["asset inventory", "destination space plan"]
  outputs: ["reconciled move inventory", "gap list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "asset management system"]
  frequency: ad-hoc
  trigger: "Reconcile the furniture inventory for the move"

- id: rooming-list-reconciliation
  title: "Reconcile group rooming lists against the PMS"
  domain: "Operations & Project Mgmt"
  roles: ["Reservations Coordinator"]
  description: "Match a group's rooming list to the contracted PMS block and flag missing names, duplicates and rate or date mismatches."
  inputs: ["rooming list spreadsheet", "PMS block report"]
  outputs: ["discrepancy list", "corrected rooming list"]
  automation: high
  human_in_loop: spot-check
  tools: ["PMS", "spreadsheet"]
  frequency: weekly
  trigger: "Check this wedding block rooming list against the PMS"

- id: dc-contribution-file-reconciliation
  title: "Reconcile payroll contribution files"
  domain: "Operations & Project Mgmt"
  roles: ["401(k)/DC operations specialist"]
  description: "Match payroll contribution files to participant deferral elections; flag rate mismatches and missing remittances before posting."
  inputs: ["Payroll contribution file", "Participant deferral elections", "Prior remittance log"]
  outputs: ["Exception report", "Posting-ready file"]
  automation: high
  human_in_loop: approve
  tools: ["Spreadsheet", "Payroll file import", "Recordkeeping system export"]
  frequency: weekly
  trigger: "A payroll contribution file is received"

- id: peering-session-inventory-reconciliation
  title: "Reconcile peering sessions against agreements"
  domain: "Operations & Project Mgmt"
  roles: ["Interconnection & peering administrator"]
  description: "Match active peering and interconnection sessions to agreement records and flag undocumented, expired, or mismatched sessions."
  inputs: ["active session inventory", "agreement records"]
  outputs: ["discrepancy list", "reconciliation summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["session inventory system", "agreement repository", "spreadsheet"]
  frequency: monthly
  trigger: "during the monthly peering audit"

- id: reconcile-pod-open-shipments
  title: "Reconcile proof-of-delivery against open shipments"
  domain: "Operations & Project Mgmt"
  roles: ["Freight/3PL Coordinator"]
  description: "Match POD documents to open loads, flag missing/short/damaged deliveries and close out completed shipments."
  inputs: ["POD documents", "open shipment list"]
  outputs: ["reconciliation report", "exception flags"]
  automation: medium
  human_in_loop: spot-check
  tools: ["TMS", "spreadsheet"]
  frequency: daily
  trigger: "Match today's PODs to open loads"

- id: returned-manifest-reconciliation
  title: "Reconcile returned signed manifests against shipments"
  domain: "Operations & Project Mgmt"
  roles: ["Waste manifest & disposal clerk"]
  description: "Match returned signed manifests to outbound shipments and flag missing returns past the return-deadline window."
  inputs: ["Shipped manifest log", "Returned manifest records"]
  outputs: ["Open-manifest list", "Overdue-return alerts"]
  automation: high
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Database"]
  frequency: weekly
  trigger: "When designated-facility copies are received"

- id: sample-manifest-reconciliation
  title: "Reconcile sample receipts against chain-of-custody log"
  domain: "Operations & Project Mgmt"
  roles: ["Sample & inventory chain-of-custody clerk"]
  description: "Match incoming sample manifests to custody-log entries and flag missing, extra, or mismatched samples."
  inputs: ["Shipping manifest", "Chain-of-custody log"]
  outputs: ["Reconciliation report", "Discrepancy list"]
  automation: high
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Inventory system"]
  frequency: daily
  trigger: "A sample shipment just arrived and needs logging"

- id: reconcile-sis-lms-rosters
  title: "Reconcile SIS and LMS rosters"
  domain: "Operations & Project Mgmt"
  roles: ["Course Operations Specialist"]
  description: "Compare enrollment rosters between SIS and LMS and flag mismatches and drop/add discrepancies."
  inputs: ["SIS roster export", "LMS roster export"]
  outputs: ["per-section discrepancy list"]
  automation: high
  human_in_loop: spot-check
  tools: ["SIS", "LMS", "spreadsheet"]
  frequency: weekly
  trigger: "Reconcile the SIS and LMS rosters for active sections"

- id: chemical-register-reconciliation
  title: "Reconcile site chemical list against approved register"
  domain: "Operations & Project Mgmt"
  roles: ["SDS / chemical inventory administrator"]
  description: "Match the physical chemical inventory list to the approved-substance register and flag unapproved or unlisted items."
  inputs: ["Inventory count list", "Approved chemical register"]
  outputs: ["Discrepancy report", "Unapproved-substance flags"]
  automation: medium
  human_in_loop: approve
  tools: ["Spreadsheet", "Database"]
  frequency: monthly
  trigger: "After the monthly chemical stock count"

- id: airworthiness-records-ad-gap-reconcile
  title: "Reconcile work orders against required AD/SB compliance"
  domain: "Operations & Project Mgmt"
  roles: ["Airworthiness Records Administrator"]
  description: "Cross-check completed work-order records against required AD and service-bulletin compliance to flag missing or unrecorded compliance entries."
  inputs: ["Completed work orders", "AD/SB compliance matrix"]
  outputs: ["Gap/exception list", "Records-correction worklist"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Maintenance tracking system", "Records database", "Spreadsheet"]
  frequency: weekly
  trigger: "a records reconciliation is due"

- id: research-and-compare-travel-options
  title: "Research and compare travel options"
  domain: "Operations & Project Mgmt"
  roles: ["Knowledge Worker", "Executive Assistant", "Office Manager"]
  description: "Gather flight and hotel options within policy, compare on price, time, and location, and recommend a shortlist."
  inputs: ["trip dates and cities", "travel policy", "preferences"]
  outputs: ["options comparison table", "recommended itinerary"]
  automation: medium
  human_in_loop: approve
  tools: ["web research", "spreadsheet"]
  frequency: monthly
  trigger: "Find me options for a two-night trip to Madrid in July"

- id: resource-utilization-variance-flag
  title: "Resource utilization variance flagging"
  domain: "Operations & Project Mgmt"
  roles: ["Resource Manager", "PMO Analyst", "Delivery Lead"]
  description: "Compare planned allocation against logged time to flag over- and under-utilized people and draft rebalancing notes."
  inputs: ["Allocation plan", "timesheet export", "utilization thresholds"]
  outputs: ["Variance flag list", "over/under-allocation summary", "rebalancing suggestions"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "project management tool", "BI tool"]
  frequency: weekly
  trigger: "flag anyone over or under allocated this week against the plan"

- id: review-application-completeness
  title: "Review applications for completeness"
  domain: "Operations & Project Mgmt"
  roles: ["Admissions Operations Coordinator"]
  description: "Check each application file for required items (transcripts, tests, essays) and draft missing-item notices."
  inputs: ["application files", "admission requirements checklist"]
  outputs: ["completeness status", "draft applicant notices"]
  automation: high
  human_in_loop: review-before-send
  tools: ["CRM", "email"]
  frequency: daily
  trigger: "Check these applications for missing items and notify applicants"

- id: review-grant-application-for-completeness
  title: "Review grant application for completeness"
  domain: "Operations & Project Mgmt"
  roles: ["Grants Management Specialist"]
  description: "Cross-check an application package against the funder's requirements checklist and flag gaps."
  inputs: ["application package", "funder requirements checklist"]
  outputs: ["gap list / completeness checklist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document management", "knowledge base"]
  frequency: ad-hoc
  trigger: "check our grant application is complete before submission"

- id: remediation-status-rollup
  title: "Roll up management remediation status updates"
  domain: "Operations & Project Mgmt"
  roles: ["Internal Audit Issue Remediation Coordinator"]
  description: "Consolidate owner-submitted remediation updates into a tracker and flag past-due or stalled action plans."
  inputs: ["Open findings register", "Owner status responses", "Remediation due dates"]
  outputs: ["Updated remediation tracker", "Past-due action list"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "task tracker", "email parser"]
  frequency: monthly
  trigger: "when remediation status updates come in"

- id: route-creative-for-approval
  title: "Route creative assets through approval stages and notify owners"
  domain: "Operations & Project Mgmt"
  roles: ["Creative Traffic Coordinator"]
  description: "Move submitted assets to the next review stage and notify the right reviewers of pending approvals."
  inputs: ["Submitted asset list and stage", "Approval workflow/owners map", "Due dates"]
  outputs: ["Updated routing status", "Notification messages to reviewers"]
  automation: medium
  human_in_loop: spot-check
  tools: ["project management tool", "email", "DAM"]
  frequency: daily
  trigger: "Route today's submitted creatives to their reviewers"

- id: bilingual-qa-checks
  title: "Run automated linguistic QA on bilingual files"
  domain: "Operations & Project Mgmt"
  roles: ["Localization QA linguist"]
  description: "Flag untranslated segments, tag mismatches, number/date inconsistencies, and double spaces in bilingual files."
  inputs: ["Bilingual translation files", "QA rule set"]
  outputs: ["QA issue list"]
  automation: high
  human_in_loop: spot-check
  tools: ["Bilingual file parser", "QA rules engine", "Spreadsheet"]
  frequency: weekly
  trigger: "When translated files come back from a vendor"

- id: run-graduation-degree-audit
  title: "Run graduation-clearance degree audit"
  domain: "Operations & Project Mgmt"
  roles: ["Enrollment / Registrar Specialist"]
  description: "Check a student's completed courses against degree requirements and list remaining or unmet requirements."
  inputs: ["student record", "degree plan / program requirements"]
  outputs: ["degree audit summary", "unmet-requirements list"]
  automation: medium
  human_in_loop: sign-off
  tools: ["SIS", "spreadsheet"]
  frequency: quarterly
  trigger: "Check whether this student is cleared to graduate"

- id: loc-linguistic-qa-lint
  title: "Run linguistic QA checks on translated strings"
  domain: "Operations & Project Mgmt"
  roles: ["Localization Program Manager"]
  description: "Lint translated strings for length overflow, missing placeholders, and untranslated segments, producing a flag list."
  inputs: ["Translated string files", "Source string files"]
  outputs: ["QA flag list"]
  automation: high
  human_in_loop: none
  tools: ["Translation management system", "QA checker"]
  frequency: weekly
  trigger: "when a translation batch returns from vendors"

- id: field-visit-routing
  title: "Schedule and route field auditor visits across a territory"
  domain: "Operations & Project Mgmt"
  roles: ["Field audit & brand compliance coordinator"]
  description: "Sequence upcoming audit visits by location and last-visit date into an efficient route and calendar."
  inputs: ["unit roster", "last-audit dates", "auditor availability"]
  outputs: ["visit schedule and route plan"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["scheduling tool", "mapping tool", "calendar"]
  frequency: monthly
  trigger: "At the start of each audit cycle"

- id: schedule-fleet-preventive-maintenance
  title: "Schedule fleet preventive maintenance reminders"
  domain: "Operations & Project Mgmt"
  roles: ["Fleet Administrator"]
  description: "Flag vehicles due for service from odometer and interval rules and draft shop/booking reminders."
  inputs: ["vehicle service intervals", "odometer/usage data"]
  outputs: ["PM due list", "maintenance reminders"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "email"]
  frequency: weekly
  trigger: "Which trucks are due for service this week?"

- id: screen-benefits-application-for-eligibility-and-missing-docs
  title: "Screen benefits application for eligibility and missing documents"
  domain: "Operations & Project Mgmt"
  roles: ["Benefits Eligibility Specialist"]
  description: "Check a submitted application against program criteria and list missing or inconsistent documentation."
  inputs: ["application form", "program eligibility rules"]
  outputs: ["eligibility pre-screen result", "missing-document list"]
  automation: medium
  human_in_loop: approve
  tools: ["case management system", "knowledge base"]
  frequency: daily
  trigger: "pre-screen this assistance application for eligibility"

- id: permits-screen-application-completeness
  title: "Screen permit application for completeness"
  domain: "Operations & Project Mgmt"
  roles: ["Permits & licensing clerk"]
  description: "Check a submitted permit application against the required-documents checklist for its permit type and list missing or invalid items."
  inputs: ["Submitted permit application", "Permit-type document checklist"]
  outputs: ["Completeness report", "List of missing items"]
  automation: high
  human_in_loop: spot-check
  tools: ["permit tracking system", "document management system"]
  frequency: daily
  trigger: "A new permit application lands in the intake queue"

- id: shift-reminders-and-swaps
  title: "Send shift reminders and process swap requests"
  domain: "Operations & Project Mgmt"
  roles: ["Volunteer scheduling coordinator"]
  description: "Notify volunteers of upcoming shifts and refill declined or swapped slots from the backup list."
  inputs: ["confirmed roster", "swap and decline requests", "backup list"]
  outputs: ["reminders sent", "updated roster"]
  automation: high
  human_in_loop: none
  tools: ["scheduling tool", "messaging tool"]
  frequency: weekly
  trigger: "A volunteer requests a swap"

- id: sla-breach-exception-log
  title: "SLA/OLA breach exception log and RCA request"
  domain: "Operations & Project Mgmt"
  roles: ["Service Delivery Manager", "Operations Coordinator", "PMO Analyst"]
  description: "Compile the period's SLA/OLA breaches from ticketing into an exception log and draft root-cause requests to each owner."
  inputs: ["Ticketing breach export", "SLA targets", "service owner list"]
  outputs: ["Exception log", "RCA request drafts", "breach trend summary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["ticketing", "spreadsheet", "email"]
  frequency: weekly
  trigger: "list this week's SLA breaches and draft RCA requests to the service owners"

- id: stage-gate-readiness-check
  title: "Stage-gate artifact readiness check"
  domain: "Operations & Project Mgmt"
  roles: ["PMO Analyst", "Project Manager", "Governance Lead"]
  description: "Before a phase gate, verify every required artifact exists and is current against the gate checklist; list gaps and owners."
  inputs: ["Gate checklist", "document repository contents", "artifact dates"]
  outputs: ["Readiness scorecard", "missing-artifact list", "gate go/no-go draft"]
  automation: high
  human_in_loop: sign-off
  tools: ["document repository", "project management tool", "spreadsheet"]
  frequency: monthly
  trigger: "check whether we have everything needed to pass the phase 2 gate review"

- id: standing-instruction-intake-validation
  title: "Standing-instruction transfer intake and mandate validation"
  domain: "Operations & Project Mgmt"
  roles: ["Wealth Client-Service Associate", "Payments Operations Analyst"]
  description: "Extract details from a client transfer/standing-instruction form and validate against the account mandate and signatory limits."
  inputs: ["instruction form", "account mandate", "signatory list"]
  outputs: ["validated instruction summary", "flagged exceptions"]
  automation: medium
  human_in_loop: approve
  tools: ["document management", "core banking system", "CRM"]
  frequency: daily
  trigger: "Validate this standing-instruction form against the mandate"

- id: capacity-load-vs-demand-summary
  title: "Summarize capacity load vs demand"
  domain: "Operations & Project Mgmt"
  roles: ["Production Planner / Scheduler"]
  description: "Roll up planned hours against available capacity per work center for the planning window and flag overloads/idle time."
  inputs: ["routings and run rates", "demand/order backlog", "work center calendars and capacity"]
  outputs: ["load-vs-capacity summary", "overloaded work center watchlist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ERP", "spreadsheet"]
  frequency: weekly
  trigger: "show me which work centers are overloaded next week"

- id: summarize-claim-file
  title: "Summarize claim file into a claim summary"
  domain: "Operations & Project Mgmt"
  roles: ["Claims Adjuster Assistant"]
  description: "Synthesize FNOL, statements, photos notes, and reports into a structured claim summary. Highlights coverage questions and next actions for the adjuster."
  inputs: ["FNOL", "statements", "supporting documents"]
  outputs: ["claim summary", "open-action list"]
  automation: medium
  human_in_loop: approve
  tools: ["docs", "knowledge base"]
  frequency: daily
  trigger: "summarize this claim file into a summary with open items"

- id: summarize-driver-hos-availability
  title: "Summarize driver hours-of-service availability for assignment"
  domain: "Operations & Project Mgmt"
  roles: ["Dispatch & Route Planner"]
  description: "Compile remaining drive/duty hours per driver to flag who can legally take each open load."
  inputs: ["driver HOS logs", "open load list"]
  outputs: ["availability summary", "assignment flags"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "TMS"]
  frequency: daily
  trigger: "Who has hours left to cover the 6pm run?"

- id: summarize-loan-history-hardship
  title: "Summarize loan account history for hardship review"
  domain: "Operations & Project Mgmt"
  roles: ["Loan Servicing Specialist"]
  description: "Pull together payment history, balances, and prior contacts into a brief to support a forbearance/hardship review."
  inputs: ["loan account history", "contact log"]
  outputs: ["hardship review brief"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "knowledge base"]
  frequency: ad-hoc
  trigger: "pull together this borrower's account history for the forbearance review"

- id: summarize-prior-auth-requirements
  title: "Summarize payer prior-authorization requirements"
  domain: "Operations & Project Mgmt"
  roles: ["Healthcare Administrator"]
  description: "Read payer policy documents and extract the required forms, codes, and documentation for a given procedure. Produce a step-by-step prior-auth checklist."
  inputs: ["payer policy PDF", "procedure/CPT code"]
  outputs: ["prior-auth requirement checklist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base"]
  frequency: weekly
  trigger: "summarize what this payer needs for prior authorization on this procedure"

- id: planogram-compliance-summary
  title: "Summarize planogram and merchandising compliance audits"
  domain: "Operations & Project Mgmt"
  roles: ["Store Operations Analyst"]
  description: "Roll up store audit submissions on planogram and display compliance into a summary with non-compliant stores and follow-ups."
  inputs: ["store audit submissions", "planogram standards"]
  outputs: ["compliance summary by store", "follow-up action list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "BI tool", "ticketing"]
  frequency: monthly
  trigger: "summarize this month's planogram compliance audits and list follow-ups"

- id: summarize-event-feedback
  title: "Summarize post-event survey results"
  domain: "Operations & Project Mgmt"
  roles: ["Events Coordinator"]
  description: "Compile survey responses into satisfaction scores, themes, and recommended improvements."
  inputs: ["survey response export"]
  outputs: ["feedback summary report"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "docs"]
  frequency: ad-hoc
  trigger: "summarize the feedback survey from last week's event"

- id: capacity-resource-summary
  title: "Summarize team capacity and allocation"
  domain: "Operations & Project Mgmt"
  roles: ["Operations Manager", "Project Manager", "Program Manager"]
  description: "Roll up assignments and hours into a utilization view; flag over/under-allocated people and conflicts. Suggests rebalancing."
  inputs: ["resource/assignment sheet", "planned hours", "PTO/calendar"]
  outputs: ["utilization summary", "overallocation flags", "rebalancing suggestions"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "project management tool", "calendar"]
  frequency: weekly
  trigger: "show me who is over-allocated next sprint from this resourcing sheet"

- id: termbase-sync-changelog
  title: "Sync glossary updates into termbase format with change log"
  domain: "Operations & Project Mgmt"
  roles: ["Terminology and glossary manager"]
  description: "Convert approved glossary edits into the translation termbase layout and generate a dated change log."
  inputs: ["Approved glossary edits", "Termbase template"]
  outputs: ["Updated termbase file", "Change log"]
  automation: high
  human_in_loop: spot-check
  tools: ["Spreadsheet", "File converter"]
  frequency: monthly
  trigger: "After glossary changes are approved"

- id: synthesize-retrospective
  title: "Synthesize retrospective / post-mortem"
  domain: "Operations & Project Mgmt"
  roles: ["Project Manager", "Program Manager", "Operations Manager"]
  description: "Cluster feedback and incident data into themes, root causes, and concrete improvement actions with owners. Drafts the write-up."
  inputs: ["retro feedback or survey", "incident timeline", "metrics"]
  outputs: ["themed findings", "root-cause summary", "action plan with owners"]
  automation: medium
  human_in_loop: spot-check
  tools: ["docs", "spreadsheet", "project management tool"]
  frequency: monthly
  trigger: "cluster this retro feedback into themes and draft improvement actions"

- id: agm-vote-tracking
  title: "Tabulate proxy votes and reconcile quorum"
  domain: "Operations & Project Mgmt"
  roles: ["Proxy & AGM Coordinator"]
  description: "Tally proxy votes by resolution and reconcile counts against the share register to confirm quorum."
  inputs: ["Proxy vote submissions", "Share register", "Resolution list"]
  outputs: ["Vote tabulation by resolution", "Quorum reconciliation summary"]
  automation: high
  human_in_loop: sign-off
  tools: ["spreadsheet", "data extraction tool", "reconciliation tool"]
  frequency: quarterly
  trigger: "as proxy votes are submitted before the AGM"

- id: tag-content-with-taxonomy
  title: "Tag content against an existing taxonomy"
  domain: "Operations & Project Mgmt"
  roles: ["Taxonomy Manager", "Documentation Specialist"]
  description: "Assign categories and tags to a batch of content items using an approved taxonomy, flagging items that fit none."
  inputs: ["content items", "approved taxonomy"]
  outputs: ["tagged content list", "uncategorized items flagged"]
  automation: high
  human_in_loop: spot-check
  tools: ["knowledge base", "spreadsheet"]
  frequency: weekly
  trigger: "tag these articles using our approved category taxonomy"

- id: track-authorization-status
  title: "Track authorization status and draft follow-ups"
  domain: "Operations & Project Mgmt"
  roles: ["Utilization Review Coordinator"]
  description: "Monitor pending authorizations and draft follow-up requests for determinations past their deadline."
  inputs: ["Authorization tracker", "Payer turnaround standards"]
  outputs: ["Updated status list", "Draft follow-up messages"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "email", "EHR"]
  frequency: daily
  trigger: "Which authorizations are overdue and need a follow-up?"

- id: ball-in-court-overdue-reminders
  title: "Track ball-in-court and send overdue reminders"
  domain: "Operations & Project Mgmt"
  roles: ["Submittal/RFI Coordinator"]
  description: "Identify overdue submittals/RFIs by ball-in-court party and draft escalation reminders with aging."
  inputs: ["submittal/RFI log", "review due dates"]
  outputs: ["overdue list", "reminder emails"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "email"]
  frequency: weekly
  trigger: "Who's sitting on overdue submittals and nudge them"

- id: cdrl-due-date-tracking
  title: "Track CDRL deliverable due dates and submission status"
  domain: "Operations & Project Mgmt"
  roles: ["CDRL (Contract Data Requirements) Coordinator"]
  description: "Maintain CDRL due dates from the DD Form 1423 schedule and generate upcoming-deliverable reminders with current submission status."
  inputs: ["CDRL/DD Form 1423 list", "Submission status log"]
  outputs: ["Upcoming-deliverable reminders", "Status rollup"]
  automation: high
  human_in_loop: spot-check
  tools: ["Contract data register", "Spreadsheet", "Email"]
  frequency: weekly
  trigger: "the weekly deliverables review"

- id: closing-checklist-tracker
  title: "Track closing checklist and signature pages"
  domain: "Operations & Project Mgmt"
  roles: ["Deal & Transaction Coordinator"]
  description: "Maintain the transaction closing checklist, flag outstanding items and chase missing signatures."
  inputs: ["Closing checklist", "Signature/document status"]
  outputs: ["Updated checklist", "Outstanding-items chase list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "E-signature tracker", "Email client"]
  frequency: ad-hoc
  trigger: "In the run-up to a deal close"

- id: track-credential-expirations
  title: "Track credential expirations and draft renewal reminders"
  domain: "Operations & Project Mgmt"
  roles: ["Credentialing & Provider Enrollment Specialist"]
  description: "Scan provider records for upcoming license, cert and malpractice expirations and draft renewal reminders."
  inputs: ["Provider credential roster", "Expiration date fields"]
  outputs: ["Expiration tracker", "Draft reminder emails"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "email", "EHR"]
  frequency: weekly
  trigger: "Which provider credentials expire in the next 90 days?"

- id: track-engagement-letter-renewals
  title: "Track engagement-letter renewals and draft reminders"
  domain: "Operations & Project Mgmt"
  roles: ["Engagement-Letter Administrator"]
  description: "Identify engagement letters expiring or needing annual re-issuance and draft renewal requests to the responsible partner."
  inputs: ["engagement-letter register", "expiry/anniversary dates"]
  outputs: ["renewal list", "draft reminder emails"]
  automation: high
  human_in_loop: spot-check
  tools: ["practice mgmt", "email"]
  frequency: monthly
  trigger: "Which engagement letters need renewing this quarter?"

- id: lab-equipment-calibration-tracking
  title: "Track equipment calibration and maintenance due dates"
  domain: "Operations & Project Mgmt"
  roles: ["Lab operations coordinator"]
  description: "Scan instrument calibration and PM logs, flag items due or overdue, and draft reminder notices to equipment owners."
  inputs: ["Calibration/PM logbook", "Instrument inventory", "Service intervals"]
  outputs: ["Due/overdue list", "Draft reminder notices"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Email", "Calendar"]
  frequency: weekly
  trigger: "Time to check which instruments are due for calibration"

- id: fleet-registration-renewal-tracker
  title: "Track fleet registration and temp-tag expirations"
  domain: "Operations & Project Mgmt"
  roles: ["Fleet and registration administrator"]
  description: "Monitor registration and temporary-tag expiry dates and draft renewal reminders for fleet units."
  inputs: ["Fleet registration list", "Expiry dates"]
  outputs: ["Expiration calendar", "Renewal reminder drafts"]
  automation: high
  human_in_loop: spot-check
  tools: ["Calendar", "Spreadsheet", "Email client"]
  frequency: weekly
  trigger: "when registrations approach expiry"

- id: grant-milestone-tracker
  title: "Track grant milestones against funding tranches"
  domain: "Operations & Project Mgmt"
  roles: ["Token grants and governance coordinator"]
  description: "Map grantee deliverables to the funding schedule and flag overdue or unmet milestones."
  inputs: ["grant agreements", "milestone deliverables", "funding schedule"]
  outputs: ["milestone status report with overdue flags"]
  automation: high
  human_in_loop: spot-check
  tools: ["project tracker", "spreadsheet"]
  frequency: monthly
  trigger: "at the monthly grants review"

- id: group-block-cutoff-tracking
  title: "Track group block pickup and cutoff dates"
  domain: "Operations & Project Mgmt"
  roles: ["Group Sales Coordinator"]
  description: "Monitor pickup against contracted blocks, flag upcoming cutoff dates and draft attrition or release reminder emails."
  inputs: ["group block report", "contract terms"]
  outputs: ["pickup summary", "cutoff reminder drafts"]
  automation: high
  human_in_loop: review-before-send
  tools: ["PMS", "CRM", "email"]
  frequency: weekly
  trigger: "Which group blocks are approaching cutoff?"

- id: lp-funding-status-tracker
  title: "Track LP funding and chase late payments"
  domain: "Operations & Project Mgmt"
  roles: ["Capital-Call & Distribution Administrator"]
  description: "Match received wires to expected call amounts per LP and draft reminders for outstanding or short payments."
  inputs: ["Capital call schedule", "Incoming wire confirmations"]
  outputs: ["Funding status tracker", "Draft reminder emails"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Email client"]
  frequency: weekly
  trigger: "After a call due date passes"

- id: track-onboarding-task-completion
  title: "Track new-hire onboarding task completion"
  domain: "Operations & Project Mgmt"
  roles: ["Onboarding Specialist"]
  description: "Check submitted documents and onboarding tasks against the checklist and flag missing items."
  inputs: ["Onboarding checklist", "Submitted documents/task status"]
  outputs: ["Outstanding-items list"]
  automation: high
  human_in_loop: spot-check
  tools: ["HRIS", "ticketing", "spreadsheet"]
  frequency: weekly
  trigger: "what onboarding items are still outstanding for this cohort"

- id: track-okr-kpi-progress
  title: "Track OKR / KPI progress narrative"
  domain: "Operations & Project Mgmt"
  roles: ["Operations Manager", "Program Manager", "Business Analyst"]
  description: "Compare current metrics to targets, assign RAG status, and write a concise progress narrative explaining movement. Flags off-track goals."
  inputs: ["KPI/OKR targets", "current metrics export", "prior period results"]
  outputs: ["progress narrative", "RAG status per goal", "off-track flags"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "BI tool", "docs"]
  frequency: monthly
  trigger: "write the OKR progress update with RAG status from this metrics export"

- id: open-capa-overdue-reminders
  title: "Track open CAPAs and send overdue reminders"
  domain: "Operations & Project Mgmt"
  roles: ["Quality & CAPA Coordinator"]
  description: "Scan the CAPA register for past-due actions and draft tailored reminder notices to each action owner."
  inputs: ["CAPA action register", "owner and due-date fields", "status updates"]
  outputs: ["overdue CAPA list", "per-owner reminder notices"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "email", "ticketing"]
  frequency: weekly
  trigger: "remind owners of any CAPA actions past due"

- id: recommendation-tracking-followup
  title: "Track open recommendations and send follow-ups"
  domain: "Operations & Project Mgmt"
  roles: ["Loss-Control Coordinator"]
  description: "Track status of open loss-control recommendations and draft follow-up reminders to policyholders."
  inputs: ["Open recommendation register", "Policyholder contacts", "Due dates"]
  outputs: ["Updated recommendation status", "Follow-up reminder drafts"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "ticketing", "email", "CRM"]
  frequency: weekly
  trigger: "Send follow-ups on the open loss-control recommendations."

- id: ia-remediation-tracker
  title: "Track remediation of prior audit findings"
  domain: "Operations & Project Mgmt"
  roles: ["Internal Audit Associate"]
  description: "Update status of open findings, compute overdue items, and send follow-up reminders to action owners."
  inputs: ["Findings register", "Owner responses"]
  outputs: ["Updated remediation tracker", "Follow-up reminders"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Email", "GRC tool"]
  frequency: monthly
  trigger: "at month-end"

- id: clearance-status-tracking
  title: "Track rights clearance status and flag expiring licenses"
  domain: "Operations & Project Mgmt"
  roles: ["Rights & clearances coordinator"]
  description: "Maintain a clearance log across master, sync, and sample rights and surface items pending approval or nearing expiry."
  inputs: ["License agreements", "Clearance request log", "Usage list"]
  outputs: ["Clearance status dashboard", "Expiry alerts"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "project tracker", "calendar"]
  frequency: weekly
  trigger: "every week as clearances move through approval"

- id: track-sponsorship-deliverables
  title: "Track sponsorship deliverable fulfillment"
  domain: "Operations & Project Mgmt"
  roles: ["Sponsorship Coordinator"]
  description: "Maintain per-sponsor deliverable checklists and flag at-risk or unfulfilled assets before each event."
  inputs: ["sponsor contracts", "activation plan", "fulfillment tracker"]
  outputs: ["updated fulfillment tracker", "at-risk alerts"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "ticketing", "email"]
  frequency: weekly
  trigger: "check which sponsor deliverables are still outstanding"

- id: sponsorship-deliverable-tracking
  title: "Track sponsorship deliverable fulfillment against contracts"
  domain: "Operations & Project Mgmt"
  roles: ["Sponsorship & activation coordinator"]
  description: "Compare contracted sponsor inventory to what has been delivered and flag outstanding or at-risk items."
  inputs: ["Sponsorship contract inventory", "Delivery log", "Event calendar"]
  outputs: ["Fulfillment status tracker", "Outstanding-deliverable flags"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Project tracker"]
  frequency: monthly
  trigger: "During the monthly sponsor account review"

- id: talent-deliverable-tracking
  title: "Track talent deliverable milestones and send reminders"
  domain: "Operations & Project Mgmt"
  roles: ["Influencer & talent contract administrator"]
  description: "Monitor post-due dates, usage windows and exclusivity periods and send reminders before each lapses."
  inputs: ["Contract deliverable schedule", "Campaign calendar"]
  outputs: ["Milestone tracker", "Reminder notifications"]
  automation: high
  human_in_loop: none
  tools: ["spreadsheet", "calendar", "notification system"]
  frequency: weekly
  trigger: "as deliverable due dates approach"

- id: triage-incoming-referrals
  title: "Triage and route incoming referrals"
  domain: "Operations & Project Mgmt"
  roles: ["Referral Coordinator"]
  description: "Check incoming referrals for completeness and route each to the correct specialty queue."
  inputs: ["Referral document", "Required-field checklist", "Specialty routing rules"]
  outputs: ["Routed referral", "Incomplete-referral flags"]
  automation: high
  human_in_loop: spot-check
  tools: ["EHR", "ticketing"]
  frequency: daily
  trigger: "Triage and route today's incoming referrals"

- id: triage-incoming-requests
  title: "Triage and route incoming work requests"
  domain: "Operations & Project Mgmt"
  roles: ["Operations Manager", "Project Manager"]
  description: "Read an intake queue, classify by type and priority, route to the right owner, and draft acknowledgement replies. Flags duplicates."
  inputs: ["request/ticket queue", "routing rules", "team ownership map"]
  outputs: ["prioritized triage list", "routing assignments", "acknowledgement drafts"]
  automation: medium
  human_in_loop: spot-check
  tools: ["ticketing", "project management tool", "email"]
  frequency: daily
  trigger: "triage today's intake queue and route each request to an owner"

- id: triage-route-translation-requests
  title: "Triage and route translation requests"
  domain: "Operations & Project Mgmt"
  roles: ["Localization Coordinator"]
  description: "Classify incoming translation requests by locale, urgency, and content type and assign to the right queue or vendor."
  inputs: ["incoming request tickets", "vendor/locale routing rules"]
  outputs: ["categorized and routed requests", "priority flags"]
  automation: high
  human_in_loop: spot-check
  tools: ["ticketing", "email", "spreadsheet"]
  frequency: daily
  trigger: "sort these translation requests and route them to the right vendors"

- id: denial-rebill-vs-appeal-triage
  title: "Triage denied claims into rebill vs appeal"
  domain: "Operations & Project Mgmt"
  roles: ["Denial Management Specialist"]
  description: "Map each denial reason to a playbook to decide correct-and-resubmit vs formal appeal, then route to the right queue."
  inputs: ["denial worklist", "denial-handling playbook"]
  outputs: ["Action-tagged claim queue"]
  automation: medium
  human_in_loop: approve
  tools: ["practice mgmt", "spreadsheet"]
  frequency: daily
  trigger: "Should these denials be reworked or appealed?"

- id: triage-maintenance-work-orders
  title: "Triage maintenance requests into vendor work orders"
  domain: "Operations & Project Mgmt"
  roles: ["Property Manager"]
  description: "Categorize and prioritize incoming maintenance requests, then draft work orders to the right vendors. Flags emergencies and likely recurring issues."
  inputs: ["maintenance requests", "vendor list", "unit history"]
  outputs: ["prioritized request list", "work-order drafts"]
  automation: medium
  human_in_loop: approve
  tools: ["ticketing", "email", "spreadsheet"]
  frequency: daily
  trigger: "sort these maintenance requests and draft work orders to the right vendors"

- id: mrp-exception-message-triage
  title: "Triage MRP exception messages"
  domain: "Operations & Project Mgmt"
  roles: ["Materials & MRP Analyst"]
  description: "Sort MRP action messages (reschedule-in/out, cancel, expedite) by impact and draft a recommended action per part."
  inputs: ["MRP exception/action message export", "open POs and demand pegging", "lead-time master data"]
  outputs: ["prioritized exception worklist", "recommended action per part"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ERP", "spreadsheet"]
  frequency: daily
  trigger: "triage today's MRP exception messages by priority"

- id: pharmacy-rejection-triage
  title: "Triage pharmacy claim rejections"
  domain: "Operations & Project Mgmt"
  roles: ["Pharmacy Operations Technician (Administrative)"]
  description: "Categorize prescription claim rejections (refill-too-soon, PA required, DUR, NDC) and route the next action."
  inputs: ["rejected claim queue", "rejection code reference"]
  outputs: ["Categorized rejection worklist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["practice mgmt", "knowledge base"]
  frequency: daily
  trigger: "Sort today's rx rejections by what's needed to fix them"

- id: refill-request-triage
  title: "Triage refill requests by remaining refills and fill date"
  domain: "Operations & Project Mgmt"
  roles: ["Prescription-refill triage clerk"]
  description: "Sort incoming refill requests into auto-fill versus prescriber-authorization queues using refill count and last-fill timing."
  inputs: ["Incoming refill requests", "Prescription history"]
  outputs: ["Sorted refill queues"]
  automation: medium
  human_in_loop: approve
  tools: ["Pharmacy management system", "Spreadsheet"]
  frequency: daily
  trigger: "Refill requests are waiting in the queue"

- id: underwriting-submission-triage
  title: "Triage underwriting submissions against appetite"
  domain: "Operations & Project Mgmt"
  roles: ["Underwriting Assistant"]
  description: "Screen new submissions against the underwriting appetite and guidelines; flag in/out-of-appetite risks and missing information for the underwriter."
  inputs: ["Submission/ACORD application", "Underwriting appetite guide", "Class/occupancy codes"]
  outputs: ["Triage decision (in/out of appetite)", "Missing-info checklist", "Referral note"]
  automation: medium
  human_in_loop: approve
  tools: ["knowledge base", "spreadsheet", "email", "policy administration system"]
  frequency: daily
  trigger: "Triage today's new submissions against our appetite."

- id: meeting-notes-to-minutes-and-actions
  title: "Turn meeting notes into minutes with action items"
  domain: "Operations & Project Mgmt"
  roles: ["Knowledge Worker", "Project Manager", "Executive Assistant"]
  description: "Summarize a transcript or raw notes into clean minutes listing decisions, owners, and due dates."
  inputs: ["meeting transcript or notes", "attendee list"]
  outputs: ["formatted minutes", "action item list with owners and dates"]
  automation: high
  human_in_loop: review-before-send
  tools: ["meeting transcript", "word processor", "project management tool"]
  frequency: weekly
  trigger: "Write up minutes and action items from this call"

- id: cross-team-dependency-tracker
  title: "Update cross-team dependency tracker"
  domain: "Operations & Project Mgmt"
  roles: ["Program Manager", "Project Manager"]
  description: "Maintain a dependency tracker across teams, flag at-risk handoffs, and draft nudge emails to owners of blocking items."
  inputs: ["dependency list", "team status updates", "milestone dates"]
  outputs: ["updated dependency tracker", "at-risk handoff flags", "owner nudge drafts"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "project management tool", "email"]
  frequency: weekly
  trigger: "update the dependency tracker and draft nudges for the blocking items"

- id: config-revision-index-update
  title: "Update drawing and tech-pub revision indexes on change approval"
  domain: "Operations & Project Mgmt"
  roles: ["Configuration & Change Administrator"]
  description: "When a change is approved, update the drawing/technical-publication revision index and draft the revision notice with effectivity."
  inputs: ["Approved change record", "Revision index", "Effectivity data"]
  outputs: ["Updated revision index", "Draft revision notice"]
  automation: medium
  human_in_loop: approve
  tools: ["Configuration management system", "Document management system"]
  frequency: ad-hoc
  trigger: "an engineering change is approved"

- id: maintain-raid-risk-register
  title: "Update RAID / risk register"
  domain: "Operations & Project Mgmt"
  roles: ["Project Manager", "Program Manager"]
  description: "Capture new risks, assumptions, issues, and dependencies from notes; score severity/likelihood and propose mitigations. Flags overdue items."
  inputs: ["existing RAID log", "meeting notes", "status updates"]
  outputs: ["updated risk register", "scored mitigations", "overdue/escalation flags"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "docs", "project management tool"]
  frequency: weekly
  trigger: "update the risk register from these meeting notes and flag anything overdue"

- id: schedule-baseline-variance
  title: "Update schedule progress and flag critical-path slippage"
  domain: "Operations & Project Mgmt"
  roles: ["Project Controls Analyst"]
  description: "Roll actual progress into the schedule, compare to baseline, and surface tasks slipping on the critical path."
  inputs: ["baseline schedule", "progress updates"]
  outputs: ["updated schedule", "variance/slippage report"]
  automation: medium
  human_in_loop: spot-check
  tools: ["scheduling tool", "spreadsheet"]
  frequency: weekly
  trigger: "Weekly progress update is due"

- id: update-user-manual-section
  title: "Update user manual section for a change"
  domain: "Operations & Project Mgmt"
  roles: ["Technical Writer"]
  description: "Revise the affected manual sections to reflect a product or process change, keeping voice and formatting consistent with the rest of the manual."
  inputs: ["existing manual section", "description of the change", "screenshots or steps"]
  outputs: ["revised manual section", "changelog of edits"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "update the onboarding chapter of the manual to reflect the new approval step"

- id: validate-and-draft-annual-assessment-notices
  title: "Validate and draft annual assessment notices"
  domain: "Operations & Project Mgmt"
  roles: ["Property Tax Assessment Analyst"]
  description: "Check assessment roll values for anomalies and generate the annual notice letters."
  inputs: ["assessment roll", "notice template"]
  outputs: ["flagged value outliers", "draft notices"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "document management"]
  frequency: quarterly
  trigger: "generate this year's assessment notices and flag outliers"

- id: camp-registration-validation
  title: "Validate camp registrations for waivers, age and contacts"
  domain: "Operations & Project Mgmt"
  roles: ["Youth program & camp registration administrator"]
  description: "Check each camp registration for required waivers, age eligibility and emergency contact details."
  inputs: ["Camp registration forms", "Age and eligibility rules", "Required-document list"]
  outputs: ["Validated registration list", "Incomplete-registration flags"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Registration system", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "As camp registrations come in before the session"

- id: group-rooming-list-validation
  title: "Validate group rooming list against room block"
  domain: "Operations & Project Mgmt"
  roles: ["MICE & Group Travel Coordinator"]
  description: "Check the rooming list against the contracted block for overbookings, name mismatches, and missing stay dates."
  inputs: ["rooming list", "room block contract", "reservation records"]
  outputs: ["validated rooming list", "discrepancy report"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["property mgmt system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "validate this group's rooming list"

- id: waste-manifest-validation
  title: "Validate hazardous waste manifest fields before submission"
  domain: "Operations & Project Mgmt"
  roles: ["Waste manifest & disposal clerk"]
  description: "Check waste codes, generator ID, container counts, and quantities on a manifest for completeness and internal consistency."
  inputs: ["Draft waste manifest", "Waste profile records"]
  outputs: ["Validated manifest", "Error flag list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Document editor", "Database"]
  frequency: weekly
  trigger: "Before a waste shipment leaves the site"

- id: validate-incoming-purchase-orders
  title: "Validate incoming purchase orders against price and terms"
  domain: "Operations & Project Mgmt"
  roles: ["Order Management Specialist"]
  description: "Check customer POs for pricing, quantity, and terms mismatches versus the active price list before entry."
  inputs: ["incoming purchase orders", "active price list", "customer terms"]
  outputs: ["validated PO list", "exception list with mismatch reasons"]
  automation: high
  human_in_loop: spot-check
  tools: ["ERP", "spreadsheet"]
  frequency: daily
  trigger: "check today's POs for pricing or quantity errors"

- id: peering-request-validation
  title: "Validate peering requests against policy"
  domain: "Operations & Project Mgmt"
  roles: ["Interconnection & peering administrator"]
  description: "Check interconnection or peering requests for prefix limits, AS details, and contact data against peering policy, then prepare a response."
  inputs: ["peering request", "peering policy", "routing-registry data"]
  outputs: ["validation result", "response draft"]
  automation: medium
  human_in_loop: approve
  tools: ["peering request portal", "routing registry lookup"]
  frequency: ad-hoc
  trigger: "when a new peering request arrives"

- id: provisioning-order-completeness-check
  title: "Validate service orders for provisioning-readiness"
  domain: "Operations & Project Mgmt"
  roles: ["Service provisioning & order-management coordinator"]
  description: "Check new service orders for address serviceability, required fields, and account data, then flag incomplete ones before they reach the provisioning queue."
  inputs: ["new service orders", "address serviceability data", "account records"]
  outputs: ["validated order list", "incomplete-order exception flags"]
  automation: high
  human_in_loop: spot-check
  tools: ["order-management system", "serviceability/address database"]
  frequency: daily
  trigger: "when new service orders land in the intake queue"

- id: validate-telecom-service-orders
  title: "Validate telecom service orders before provisioning"
  domain: "Operations & Project Mgmt"
  roles: ["Telecom Provisioning & Order-Management Coordinator"]
  description: "Check service orders for complete address, circuit, port and account data; flag fallout before provisioning."
  inputs: ["service order", "address/circuit data", "product catalog rules"]
  outputs: ["validated order", "fallout/error list"]
  automation: high
  human_in_loop: spot-check
  tools: ["order management system", "spreadsheet"]
  frequency: daily
  trigger: "Validate today's new service orders for fallout"

- id: tournament-registration-validation
  title: "Validate tournament registrations against eligibility rules"
  domain: "Operations & Project Mgmt"
  roles: ["Community & tournament operations coordinator"]
  description: "Check each entrant for region, rank cap, roster size, and account-age eligibility, flagging duplicates and incomplete entries for follow-up."
  inputs: ["Registration export", "Eligibility ruleset", "Account/roster data"]
  outputs: ["Eligibility status list", "Flagged exceptions"]
  automation: high
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Form responses export"]
  frequency: ad-hoc
  trigger: "A new batch of sign-ups arrives"

- id: deliverable-cad-standards-check
  title: "Verify a deliverable against client CAD and formatting standards"
  domain: "Operations & Project Mgmt"
  roles: ["Deliverable QA/QC Reviewer"]
  description: "Compare layer names, fonts, file naming, and submittal format to the client's standards manual; list nonconformances."
  inputs: ["deliverable files", "client standards manual"]
  outputs: ["nonconformance list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["file inspector", "checklist tool"]
  frequency: ad-hoc
  trigger: "Before sending the package to the client"

- id: resource-directory-verification
  title: "Verify and refresh the community resource directory"
  domain: "Operations & Project Mgmt"
  roles: ["Resource & referral coordinator"]
  description: "Check provider listings for changes in hours, contact, and intake status, and flag stale or unreachable entries for review."
  inputs: ["Current resource directory", "Provider contact data"]
  outputs: ["Updated listings", "Stale-entry flags"]
  automation: medium
  human_in_loop: spot-check
  tools: ["directory database", "web research tool"]
  frequency: monthly
  trigger: "on a recurring directory maintenance cycle"

- id: locale-format-verify
  title: "Verify locale-specific formatting in translated strings"
  domain: "Operations & Project Mgmt"
  roles: ["Localization QA linguist"]
  description: "Check translated UI strings for correct currency, units, and date order per locale rules and flag mismatches."
  inputs: ["Translated UI strings", "Locale formatting rules"]
  outputs: ["Formatting issue list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["String parser", "Locale rules reference"]
  frequency: weekly
  trigger: "During a localization QA pass"

- id: verify-referral-network-status
  title: "Verify specialist network status for referrals"
  domain: "Operations & Project Mgmt"
  roles: ["Referral Coordinator"]
  description: "Check whether referred specialists are in-network for the patient's plan and flag out-of-network ones."
  inputs: ["Referral list", "Patient plan info", "Network directory"]
  outputs: ["Network status results", "Out-of-network flags"]
  automation: medium
  human_in_loop: spot-check
  tools: ["knowledge base", "spreadsheet", "EHR"]
  frequency: daily
  trigger: "Is this specialist in-network for the patient's plan?"

- id: volunteer-shift-matching
  title: "Volunteer-to-shift matching"
  domain: "Operations & Project Mgmt"
  roles: ["Volunteer Coordinator"]
  description: "Match volunteers to event shifts by skills, availability, and certification requirements."
  inputs: ["volunteer roster", "availability", "event shift needs"]
  outputs: ["proposed shift assignments"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "CRM", "email"]
  frequency: weekly
  trigger: "Staff this weekend's event shifts with available volunteers"

- id: write-sop-process-doc
  title: "Write standard operating procedure"
  domain: "Operations & Project Mgmt"
  roles: ["Operations Manager", "Program Manager"]
  description: "Convert rough steps or a recorded walkthrough into a clear, numbered SOP with roles, inputs, and checkpoints. Adds a RACI if needed."
  inputs: ["rough step notes or walkthrough", "tools/systems used", "existing template"]
  outputs: ["formatted SOP doc", "RACI table", "checklist version"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base", "spreadsheet"]
  frequency: ad-hoc
  trigger: "write an SOP from these rough steps for onboarding a new vendor"

- id: audit-backlog-against-definition-of-ready
  title: "Audit backlog items against a definition-of-ready checklist"
  domain: "Product Management"
  roles: ["Product Owner", "Product Manager"]
  description: "Check each upcoming backlog item for acceptance criteria, designs, and dependencies, flagging what is not ready."
  inputs: ["backlog items", "definition-of-ready checklist"]
  outputs: ["readiness audit", "list of incomplete items"]
  automation: medium
  human_in_loop: spot-check
  tools: ["project tracker", "spreadsheet"]
  frequency: weekly
  trigger: "check which backlog items aren't ready for the next sprint"

- id: build-competitor-pricing-and-packaging-comparison-matrix
  title: "Build a competitor pricing and packaging comparison matrix"
  domain: "Product Management"
  roles: ["Product Manager", "Product Marketing Manager"]
  description: "Collect competitor tiers, prices, and packaged features into a side-by-side matrix highlighting gaps and parity."
  inputs: ["competitor pricing pages", "our pricing tiers"]
  outputs: ["pricing comparison matrix", "gap callouts"]
  automation: medium
  human_in_loop: spot-check
  tools: ["web research", "spreadsheet"]
  frequency: quarterly
  trigger: "build a pricing comparison matrix against our top three competitors"

- id: doc-coverage-matrix
  title: "Build a documentation coverage matrix"
  domain: "Product Management"
  roles: ["Technical documentation coordinator"]
  description: "Map product features to existing docs and flag undocumented or thinly covered areas."
  inputs: ["Feature list", "Documentation index"]
  outputs: ["Coverage matrix", "Gap list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Document index"]
  frequency: quarterly
  trigger: "During documentation planning"

- id: build-feature-adoption-funnel-report
  title: "Build a feature adoption funnel report and flag drop-off points"
  domain: "Product Management"
  roles: ["Product Manager", "Product Analyst"]
  description: "Assemble a usage funnel for a feature, calculate step conversion, and call out where users drop off."
  inputs: ["usage event data", "funnel definition"]
  outputs: ["adoption funnel report", "drop-off callouts"]
  automation: medium
  human_in_loop: spot-check
  tools: ["analytics tool", "spreadsheet", "document editor"]
  frequency: monthly
  trigger: "build an adoption funnel for the new onboarding flow"

- id: compare-bom-versions
  title: "Compare two BOM versions and summarize changes"
  domain: "Product Management"
  roles: ["BOM & Engineering Change Coordinator"]
  description: "Diff two bill-of-materials revisions and produce a clear list of added, removed, and changed parts."
  inputs: ["prior BOM version", "new BOM version"]
  outputs: ["change summary (added/removed/modified)", "affected-part list"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "ERP"]
  frequency: ad-hoc
  trigger: "what changed between these two BOM versions"

- id: competitive-feature-teardown
  title: "Competitive feature teardown"
  domain: "Product Management"
  roles: ["Product Manager", "Product Marketing Manager"]
  description: "Compare a competitor's product or feature set against ours and produce a gap and differentiation analysis."
  inputs: ["competitor product pages", "release notes", "our feature list", "pricing pages"]
  outputs: ["feature comparison matrix", "gaps and opportunities note"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet", "knowledge base"]
  frequency: quarterly
  trigger: "build a feature comparison between us and this competitor"

- id: compile-sprint-review-demo-agenda
  title: "Compile a sprint review demo agenda and talking points"
  domain: "Product Management"
  roles: ["Product Manager", "Product Owner", "Scrum Master"]
  description: "Turn completed sprint items into an ordered demo agenda with talking points and presenter assignments."
  inputs: ["completed sprint items", "sprint goal", "presenter list"]
  outputs: ["demo agenda", "talking points"]
  automation: medium
  human_in_loop: spot-check
  tools: ["project tracker", "document editor"]
  frequency: weekly
  trigger: "build the demo agenda for this sprint review"

- id: release-dependency-reconciliation
  title: "Cross-team release dependency reconciliation"
  domain: "Product Management"
  roles: ["Technical Program Manager", "Product Manager", "Product Operations Manager"]
  description: "Cross-check dependent teams' commitments and dates against the planned release and flag conflicts or unmet upstream dependencies."
  inputs: ["Release plan and date", "Dependent teams' roadmaps/tickets", "Dependency list"]
  outputs: ["Reconciled dependency status", "List of conflicts and at-risk dependencies"]
  automation: low
  human_in_loop: review-before-send
  tools: ["project management tool", "spreadsheet"]
  frequency: weekly
  trigger: "Check if our release dependencies are still on track"

- id: design-user-research-survey
  title: "Design user research survey"
  domain: "Product Management"
  roles: ["Product Manager", "Business Analyst"]
  description: "Draft a survey (NPS, discovery, or feature validation) with unbiased questions mapped to research goals."
  inputs: ["research goal", "target audience", "topic/feature area", "question type preferences"]
  outputs: ["survey question set", "screening logic notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet"]
  frequency: ad-hoc
  trigger: "draft a feature validation survey for this research goal"

- id: draft-beta-program-recruitment-and-onboarding-sequence
  title: "Draft a beta program recruitment and onboarding email sequence"
  domain: "Product Management"
  roles: ["Product Manager", "Product Operations"]
  description: "Write the invite, screening, welcome, and check-in emails that move beta candidates through onboarding."
  inputs: ["beta program goals", "eligibility criteria", "feature overview"]
  outputs: ["email sequence drafts", "beta onboarding checklist"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document editor", "email client"]
  frequency: ad-hoc
  trigger: "write the email sequence for recruiting and onboarding beta users"

- id: draft-customer-migration-guide-for-deprecated-feature
  title: "Draft a customer-facing migration guide for a deprecated feature"
  domain: "Product Management"
  roles: ["Product Manager", "Technical Writer"]
  description: "Write step-by-step instructions, timelines, and FAQs that move customers from a sunset feature to its replacement."
  inputs: ["deprecation details", "replacement feature docs", "timeline"]
  outputs: ["migration guide", "migration FAQ"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "knowledge base"]
  frequency: ad-hoc
  trigger: "write a migration guide for customers moving off the old API"

- id: draft-discovery-research-participant-screener
  title: "Draft a discovery research participant screener"
  domain: "Product Management"
  roles: ["Product Manager", "UX Researcher"]
  description: "Write screening questions and qualification logic to recruit the right participants for discovery research."
  inputs: ["target participant profile", "research goals"]
  outputs: ["participant screener", "qualification criteria"]
  automation: high
  human_in_loop: spot-check
  tools: ["survey tool", "document editor"]
  frequency: ad-hoc
  trigger: "write a screener to recruit participants for our discovery study"

- id: draft-phased-feature-rollout-plan-with-guardrails
  title: "Draft a phased feature rollout plan with guardrails"
  domain: "Product Management"
  roles: ["Product Manager", "Product Operations"]
  description: "Lay out staged rollout percentages, target cohorts, success metrics, and kill criteria for a new feature."
  inputs: ["feature scope", "target segments", "risk notes"]
  outputs: ["rollout plan", "guardrail metric thresholds"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "spreadsheet"]
  frequency: ad-hoc
  trigger: "draft a staged rollout plan for the new checkout flow"

- id: draft-privacy-data-handling-review-questionnaire
  title: "Draft a privacy and data-handling review questionnaire for a feature"
  domain: "Product Management"
  roles: ["Product Manager", "Privacy Analyst"]
  description: "Generate the data-collection, retention, and consent questions a feature must answer before privacy review."
  inputs: ["feature spec", "data fields collected", "applicable policy"]
  outputs: ["privacy review questionnaire", "flagged data risks"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "knowledge base"]
  frequency: ad-hoc
  trigger: "draft the privacy review questionnaire for this feature"

- id: draft-ab-test-plan
  title: "Draft A/B test plan with hypotheses"
  domain: "Product Management"
  roles: ["Product Manager", "Data Analyst"]
  description: "Convert a feature idea into a structured experiment plan with hypothesis, metrics, and success criteria."
  inputs: ["feature idea/problem statement", "baseline metrics", "target segment"]
  outputs: ["experiment brief", "hypothesis statement", "success metrics and duration notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet", "BI tool"]
  frequency: ad-hoc
  trigger: "write an A/B test plan for this onboarding change"

- id: draft-close-the-loop-requester-replies
  title: "Draft close-the-loop replies to feature requesters"
  domain: "Product Management"
  roles: ["Product Manager", "CSM"]
  description: "Draft personalized updates to customers whose requested features shipped or were declined, citing the decision."
  inputs: ["feature request list", "status/decision per request", "customer contacts"]
  outputs: ["personalized reply drafts", "status update snippets"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "email", "ticketing"]
  frequency: monthly
  trigger: "draft replies to customers who asked for the features we shipped this release"

- id: draft-discovery-interview-guide
  title: "Draft discovery interview guide"
  domain: "Product Management"
  roles: ["Product Manager", "Business Analyst"]
  description: "Build a structured discovery interview script with open questions and probes mapped to research goals."
  inputs: ["research objectives", "target segment", "hypotheses"]
  outputs: ["interview guide", "question script", "follow-up probes"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs"]
  frequency: ad-hoc
  trigger: "create a discovery interview guide to learn why users churn after week one"

- id: ecn-eco-change-summary-draft
  title: "Draft engineering change notice summary"
  domain: "Product Management"
  roles: ["BOM & Engineering-Change Clerk"]
  description: "From a change request, draft the ECN/ECO summary listing affected parts, BOM levels, and where-used impact."
  inputs: ["engineering change request", "current BOM and where-used data", "affected drawings/specs"]
  outputs: ["ECN/ECO summary draft", "affected-items and impact list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ERP", "knowledge base", "CMS"]
  frequency: ad-hoc
  trigger: "draft the ECN summary for change request ECR-318"

- id: draft-feature-deprecation-notice
  title: "Draft feature deprecation notice"
  domain: "Product Management"
  roles: ["Product Manager", "Comms Manager"]
  description: "Write internal and customer-facing communications announcing a feature sunset with timeline and migration path."
  inputs: ["deprecation decision", "timeline", "migration path", "affected users"]
  outputs: ["customer notice", "internal heads-up", "deprecation FAQ"]
  automation: high
  human_in_loop: approve
  tools: ["docs", "email", "knowledge base"]
  frequency: ad-hoc
  trigger: "draft a deprecation announcement for the legacy export feature"

- id: draft-in-app-announcement-and-tooltip-copy
  title: "Draft in-app announcement and tooltip copy for a new feature"
  domain: "Product Management"
  roles: ["Product Manager", "Product Marketing Manager", "UX Writer"]
  description: "Write concise in-product microcopy, tooltips, and banner text that introduce a new feature to users."
  inputs: ["feature description", "target user action", "tone guidelines"]
  outputs: ["announcement copy", "tooltip variants"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document editor"]
  frequency: ad-hoc
  trigger: "write the in-app banner and tooltip copy for the new dashboard"

- id: draft-launch-readiness-brief
  title: "Draft launch readiness brief"
  domain: "Product Management"
  roles: ["Product Manager", "Product Marketing Manager"]
  description: "Assemble a go/no-go launch brief covering readiness checklist, dependencies, risks and rollout plan."
  inputs: ["feature scope", "cross-team status (support, sales, marketing)", "rollout plan", "known risks"]
  outputs: ["launch readiness brief", "go/no-go checklist", "open blockers list"]
  automation: medium
  human_in_loop: approve
  tools: ["docs", "spreadsheet", "ticketing"]
  frequency: ad-hoc
  trigger: "build a launch readiness brief for this feature go-live"

- id: draft-prd-from-brief
  title: "Draft PRD from feature brief"
  domain: "Product Management"
  roles: ["Product Manager"]
  description: "Turn a rough feature brief or idea into a structured product requirements doc: problem, goals, scope, requirements, success metrics."
  inputs: ["feature brief or idea notes", "target user/persona", "business goal", "existing PRD template"]
  outputs: ["draft PRD document", "open questions list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base"]
  frequency: weekly
  trigger: "turn these feature notes into a PRD draft using our template"

- id: draft-quarterly-product-okrs
  title: "Draft quarterly product OKRs"
  domain: "Product Management"
  roles: ["Product Manager", "Founder"]
  description: "Turn strategic priorities and last quarter's results into draft objectives with measurable key results and targets."
  inputs: ["strategy/priorities doc", "prior quarter results", "product metrics"]
  outputs: ["draft OKR set", "key results with targets", "rationale notes"]
  automation: medium
  human_in_loop: approve
  tools: ["docs", "spreadsheet", "BI tool"]
  frequency: quarterly
  trigger: "draft product OKRs for next quarter from our strategy doc and last quarter's metrics"

- id: draft-release-notes
  title: "Draft release notes and changelog"
  domain: "Product Management"
  roles: ["Product Manager", "Product Marketing Manager"]
  description: "Convert a list of shipped changes into user-facing release notes and an internal changelog in the right tone."
  inputs: ["list of merged changes/tickets", "audience (customer vs internal)", "tone guidelines"]
  outputs: ["customer release notes", "internal changelog"]
  automation: high
  human_in_loop: review-before-send
  tools: ["ticketing", "docs", "knowledge base"]
  frequency: weekly
  trigger: "write release notes from these shipped tickets"

- id: release-notes-draft
  title: "Draft release notes from a change list"
  domain: "Product Management"
  roles: ["Technical documentation coordinator"]
  description: "Turn a list of merged changes into grouped, user-facing release-note entries in the house style."
  inputs: ["Change/changelog list", "Style guide"]
  outputs: ["Release-notes draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Document editor", "Template library"]
  frequency: monthly
  trigger: "At each release cutoff"

- id: draft-roadmap-stakeholder-update
  title: "Draft roadmap update for stakeholders"
  domain: "Product Management"
  roles: ["Product Manager"]
  description: "Translate roadmap status and changes into a tailored stakeholder update with progress, risks and what changed."
  inputs: ["roadmap status", "completed/slipped items", "audience (exec, sales, support)"]
  outputs: ["stakeholder update doc or email", "highlights and risks summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "email", "spreadsheet"]
  frequency: monthly
  trigger: "draft a roadmap update for the exec team from this status"

- id: draft-usability-test-script
  title: "Draft usability test script"
  domain: "Product Management"
  roles: ["UX Researcher"]
  description: "Build a moderated usability test script with intro, warm-up, tasks, and probing questions tied to research goals."
  inputs: ["research goals", "prototype/flow description", "target participants"]
  outputs: ["test script", "task and probe list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs"]
  frequency: ad-hoc
  trigger: "write a usability test script for these research goals"

- id: live-ops-event-brief
  title: "Draft weekly live-ops event brief from the content roadmap"
  domain: "Product Management"
  roles: ["Live-ops coordinator"]
  description: "Turn the live-ops roadmap row for the upcoming event into a brief covering theme, rewards, start/end times, and dependencies for art, QA, and store."
  inputs: ["Live-ops content roadmap", "Event template", "Reward/economy table"]
  outputs: ["Event brief doc", "Stakeholder task checklist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Document editor", "Project tracker"]
  frequency: weekly
  trigger: "Next week's live event is entering production"

- id: feature-deprecation-notice-draft
  title: "Feature deprecation / sunset notice drafting"
  domain: "Product Management"
  roles: ["Product Manager", "Product Operations Manager"]
  description: "Draft customer-facing end-of-life notices that follow the deprecation policy timeline and list affected accounts and migration steps."
  inputs: ["Feature being sunset", "Deprecation policy timeline", "Affected-customer usage data"]
  outputs: ["Drafted deprecation notice", "Notification timeline per policy"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["email", "CRM", "knowledge base"]
  frequency: ad-hoc
  trigger: "Draft the sunset notice for the legacy export feature"

- id: feature-request-intake-triage
  title: "Feature request intake dedup and routing"
  domain: "Product Management"
  roles: ["Product Manager", "Product Owner", "Product Operations Manager"]
  description: "Dedupe incoming feature requests from support, sales, and CRM against the backlog, tag by product theme, and route to the owning squad."
  inputs: ["New feature requests from tickets/CRM/email", "Existing backlog items", "Product theme taxonomy"]
  outputs: ["Deduped requests linked to existing items", "Theme tags and routing recommendation"]
  automation: medium
  human_in_loop: spot-check
  tools: ["ticketing", "CRM", "project management tool"]
  frequency: daily
  trigger: "Triage this week's incoming feature requests"

- id: generate-release-notes
  title: "Generate release notes from a change list"
  domain: "Product Management"
  roles: ["Documentation Specialist", "Product Manager"]
  description: "Write customer-facing release notes from a raw list of changes, grouping into new features, improvements, and fixes in plain language."
  inputs: ["raw change list / changelog", "audience and tone"]
  outputs: ["formatted release notes", "highlights summary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base"]
  frequency: monthly
  trigger: "write customer-friendly release notes from this list of changes"

- id: public-roadmap-sanitization
  title: "Internal-to-public roadmap sanitization"
  domain: "Product Management"
  roles: ["Product Manager", "Group Product Manager", "Product Operations Manager"]
  description: "Convert the internal roadmap into an externally-safe public version, removing confidential items, firm dates, and internal naming."
  inputs: ["Internal roadmap", "Confidentiality / disclosure guidelines"]
  outputs: ["Sanitized public roadmap draft", "List of items withheld with reasons"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["project management tool", "CMS / publishing tool"]
  frequency: monthly
  trigger: "Update the public roadmap from the internal one"

- id: interpret-ab-experiment-results-into-readout
  title: "Interpret A/B experiment results into a recommendation readout"
  domain: "Product Management"
  roles: ["Product Manager", "Product Analyst"]
  description: "Read experiment metrics and significance, summarize what happened, and recommend ship, iterate, or kill."
  inputs: ["experiment results data", "hypothesis", "guardrail metrics"]
  outputs: ["results readout", "ship or kill recommendation"]
  automation: low
  human_in_loop: review-before-send
  tools: ["spreadsheet", "analytics tool", "document editor"]
  frequency: ad-hoc
  trigger: "interpret these A/B test results and tell me if we should ship"

- id: go-no-go-readiness-packet
  title: "Launch Go/No-Go readiness packet compilation"
  domain: "Product Management"
  roles: ["Product Manager", "Technical Program Manager", "Product Operations Manager"]
  description: "Compile launch readiness status across legal, security, support, and marketing into a Go/No-Go packet and flag missing sign-offs."
  inputs: ["Launch checklist", "Cross-functional sign-off status", "Open blocker list"]
  outputs: ["Go/No-Go readiness packet", "List of outstanding sign-offs and blockers"]
  automation: medium
  human_in_loop: approve
  tools: ["project management tool", "knowledge base", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Pull together the Go/No-Go packet for next week's launch"

- id: map-attributes-to-retailer-templates
  title: "Map product attributes to retailer-specific data templates"
  domain: "Product Management"
  roles: ["PLM / Product-Information Administrator"]
  description: "Translate internal product attributes into each retailer's own taxonomy and required field layout for onboarding feeds."
  inputs: ["Internal product records", "Retailer data template and taxonomy", "Field-mapping rules"]
  outputs: ["Retailer-ready product data file", "Unmapped or out-of-spec field list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "mapping tool"]
  frequency: monthly
  trigger: "when onboarding products to a new retail partner"

- id: sku-taxonomy-mapping
  title: "Map SKUs to marketplace category and attribute taxonomy"
  domain: "Product Management"
  roles: ["Marketplace Listing Manager"]
  description: "Match internal SKUs and attributes to the correct marketplace browse node and required attribute fields."
  inputs: ["internal product attributes", "marketplace taxonomy/template"]
  outputs: ["category node assignments", "mapped attribute template"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "ERP"]
  frequency: ad-hoc
  trigger: "map these new SKUs to the right marketplace category and attributes"

- id: okr-roadmap-traceability-audit
  title: "OKR-to-roadmap traceability audit"
  domain: "Product Management"
  roles: ["Senior Product Manager", "Group Product Manager", "Product Operations Manager"]
  description: "Audit each roadmap item for a mapped objective and each objective for supporting work; flag orphan initiatives and uncovered objectives."
  inputs: ["Current roadmap", "Quarterly OKRs/objectives"]
  outputs: ["Traceability matrix", "List of orphan roadmap items and uncovered objectives"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "project management tool"]
  frequency: quarterly
  trigger: "Audit our roadmap against this quarter's OKRs"

- id: populate-product-records-from-tech-packs
  title: "Populate seasonal product records from tech packs"
  domain: "Product Management"
  roles: ["PLM / Product-Information Administrator"]
  description: "Extract fabric content, care instructions, country of origin, and color codes from tech packs to fill new-season PLM product records."
  inputs: ["Tech packs", "Style master template", "Color and material libraries"]
  outputs: ["Drafted PLM product records", "List of missing source attributes"]
  automation: medium
  human_in_loop: spot-check
  tools: ["document parser", "product-information system", "spreadsheet"]
  frequency: weekly
  trigger: "at the start of seasonal product setup"

- id: prd-handoff-completeness-check
  title: "PRD handoff completeness check"
  domain: "Product Management"
  roles: ["Product Manager", "Product Operations Manager"]
  description: "Check a PRD against the definition-of-ready template before eng/design handoff; flag missing success metrics, edge cases, analytics events, and rollback plan."
  inputs: ["Draft PRD document", "PRD template / definition-of-ready checklist"]
  outputs: ["Completeness checklist with pass/fail per section", "List of gaps to resolve before handoff"]
  automation: high
  human_in_loop: spot-check
  tools: ["knowledge base", "document editor"]
  frequency: ad-hoc
  trigger: "Check if this PRD is ready to hand off to engineering"

- id: reconcile-roadmap-dates-against-capacity-and-velocity
  title: "Reconcile roadmap dates against team capacity and velocity"
  domain: "Product Management"
  roles: ["Product Manager", "Product Operations", "Group PM"]
  description: "Compare roadmap commitments to historical velocity and available capacity, then flag at-risk dates and overcommitment."
  inputs: ["roadmap with dates", "team velocity data", "capacity and PTO calendar"]
  outputs: ["at-risk item list", "capacity reconciliation notes"]
  automation: low
  human_in_loop: review-before-send
  tools: ["spreadsheet", "project tracker", "calendar"]
  frequency: monthly
  trigger: "check which roadmap dates are at risk given our velocity"

- id: score-prioritize-backlog-rice
  title: "Score and prioritize backlog with RICE"
  domain: "Product Management"
  roles: ["Product Manager"]
  description: "Apply a scoring framework (RICE/ICE) to backlog items using provided estimates and produce a ranked, justified list."
  inputs: ["backlog item list", "reach/impact/effort estimates", "scoring framework rules"]
  outputs: ["scored and ranked backlog", "rationale per item"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "ticketing", "docs"]
  frequency: monthly
  trigger: "score these backlog items with RICE and rank them"

- id: summarize-app-store-reviews-into-ratings-trend-report
  title: "Summarize app store reviews into a ratings trend report"
  domain: "Product Management"
  roles: ["Product Manager", "Product Operations"]
  description: "Mine store and marketplace reviews over time, cluster complaints and praise, and chart how ratings shift across releases."
  inputs: ["app store review export", "release dates", "prior trend report"]
  outputs: ["ratings trend report", "top review themes"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "text analysis", "document editor"]
  frequency: monthly
  trigger: "summarize this month's app store reviews and how our rating is trending"

- id: summarize-user-interviews
  title: "Summarize user interviews into insights"
  domain: "Product Management"
  roles: ["Product Manager", "Business Analyst"]
  description: "Distill interview transcripts into key insights, pain points, quotes and recommended follow-ups."
  inputs: ["interview transcripts or notes", "research questions/goals"]
  outputs: ["insight summary", "pain points list", "recommended next steps"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "summarize these user interview transcripts into key insights"

- id: synthesize-customer-feedback-themes
  title: "Synthesize customer feedback into themes"
  domain: "Product Management"
  roles: ["Product Manager", "Business Analyst"]
  description: "Cluster raw feedback from tickets, reviews, surveys and calls into themes with frequency and representative quotes."
  inputs: ["support tickets", "survey responses", "app store reviews", "sales call notes"]
  outputs: ["theme summary with counts", "representative quotes", "suggested priorities"]
  automation: high
  human_in_loop: spot-check
  tools: ["ticketing", "spreadsheet", "docs", "knowledge base"]
  frequency: monthly
  trigger: "group this month's feedback into themes with quotes and counts"

- id: synthesize-user-interview-themes
  title: "Synthesize user interview transcripts into themes"
  domain: "Product Management"
  roles: ["UX Researcher"]
  description: "Cluster findings across interview transcripts into themes with supporting quotes and recommended follow-ups."
  inputs: ["interview transcripts", "research questions"]
  outputs: ["themed findings", "quote evidence", "recommendations"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet"]
  frequency: ad-hoc
  trigger: "synthesize these user interviews into key themes with quotes"

- id: triage-tag-feature-requests
  title: "Triage and tag incoming feature requests"
  domain: "Product Management"
  roles: ["Product Manager"]
  description: "Categorize, tag, dedupe and route new feature requests against existing backlog and themes."
  inputs: ["incoming feature requests", "existing backlog", "tagging taxonomy"]
  outputs: ["tagged and categorized requests", "duplicate links", "routing suggestions"]
  automation: high
  human_in_loop: spot-check
  tools: ["ticketing", "CRM", "spreadsheet"]
  frequency: daily
  trigger: "triage and tag these new feature requests against our backlog"

- id: write-weekly-stakeholder-status-update
  title: "Write a weekly stakeholder status update from project signals"
  domain: "Product Management"
  roles: ["Product Manager", "Product Operations"]
  description: "Pull progress, blockers, and upcoming milestones from trackers into a concise stakeholder update."
  inputs: ["project tracker export", "prior week's update", "milestone list"]
  outputs: ["stakeholder status update"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["project tracker", "document editor"]
  frequency: weekly
  trigger: "write this week's product status update for stakeholders"

- id: write-feature-enablement-faq
  title: "Write feature enablement FAQ for sales and support"
  domain: "Product Management"
  roles: ["Product Manager", "Product Marketing Manager"]
  description: "Generate an internal FAQ, talking points, and objection handling so sales and support can speak to a new feature."
  inputs: ["feature spec/PRD", "release notes", "common questions"]
  outputs: ["internal FAQ doc", "talking points", "objection handling"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "create an internal FAQ for support and sales from this feature spec"

- id: product-kpi-narrative
  title: "Write product KPI narrative from metrics"
  domain: "Product Management"
  roles: ["Product Manager", "Data Analyst"]
  description: "Turn product metrics (activation, retention, engagement) into a written narrative explaining trends and likely drivers."
  inputs: ["metrics export or dashboard data", "prior period baseline", "recent releases/changes"]
  outputs: ["metrics narrative", "callouts and hypotheses"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["BI tool", "spreadsheet", "docs"]
  frequency: monthly
  trigger: "write a narrative explaining this month's product metrics"

- id: write-user-stories-acceptance-criteria
  title: "Write user stories and acceptance criteria"
  domain: "Product Management"
  roles: ["Product Manager", "Business Analyst"]
  description: "Break a feature into well-formed user stories with acceptance criteria and edge cases in a consistent format."
  inputs: ["feature description", "PRD or scope notes", "story format/template"]
  outputs: ["user stories", "acceptance criteria", "edge case list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["ticketing", "docs"]
  frequency: weekly
  trigger: "break this feature into user stories with acceptance criteria"

- id: audit-findings-rollup
  title: "Aggregate fieldwork exceptions into a findings register"
  domain: "Business / Functional Analysis"
  roles: ["Internal Audit Associate"]
  description: "Consolidate test exceptions into a draft findings register with risk ratings and root-cause categories for review."
  inputs: ["Completed test work papers", "Exception log", "Risk-rating rubric"]
  outputs: ["Draft findings register", "Root-cause category summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "document editor", "working-paper repository"]
  frequency: quarterly
  trigger: "when fieldwork testing wraps up"

- id: analyze-sell-through-reorder-drop
  title: "Analyze prior-season sell-through for reorder vs. drop"
  domain: "Business / Functional Analysis"
  roles: ["Seasonal Buy-Plan Analyst"]
  description: "Summarize sell-through by style, color, and size and tag each item as reorder, watch, or drop against thresholds."
  inputs: ["Prior-season sales by SKU", "Stock-on-hand", "Reorder/drop thresholds"]
  outputs: ["Sell-through summary", "Reorder vs. drop recommendation list"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "BI dashboard"]
  frequency: quarterly
  trigger: "at season close before the next buy"

- id: annotate-wireframe-field-behavior
  title: "Annotate wireframes with field-level behavior notes"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Functional Analyst"]
  description: "Review a wireframe or mockup and draft annotations describing each field's behavior, validation, and visibility rules."
  inputs: ["Wireframe/mockup image", "Requirements notes"]
  outputs: ["Annotated field-behavior notes"]
  automation: low
  human_in_loop: review-before-send
  tools: ["document editor", "diagramming tool"]
  frequency: ad-hoc
  trigger: "annotate this wireframe with field behavior notes"

- id: audit-degree-requirements
  title: "Audit student degree requirements"
  domain: "Business / Functional Analysis"
  roles: ["Registrar"]
  description: "Check student transcripts against degree requirements and flag remaining or unmet courses for graduation clearance."
  inputs: ["student transcript", "degree requirement rules", "transfer credit records"]
  outputs: ["requirement audit summary", "list of outstanding courses"]
  automation: medium
  human_in_loop: sign-off
  tools: ["spreadsheet", "ERP", "docs"]
  frequency: quarterly
  trigger: "check these transcripts against degree requirements and flag what's missing for graduation"

- id: author-business-glossary
  title: "Author a standardized business glossary"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Data Analyst"]
  description: "Collect business terms used across documents, draft plain-language definitions, and flag conflicting or duplicate usages."
  inputs: ["Requirements documents", "Existing glossary", "Stakeholder term lists"]
  outputs: ["Business glossary", "List of conflicting term definitions"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "spreadsheet"]
  frequency: quarterly
  trigger: "build a glossary of business terms from these docs"

- id: beneficiary-survey-theming
  title: "Beneficiary survey open-text theming"
  domain: "Business / Functional Analysis"
  roles: ["Program Impact Analyst"]
  description: "Code and theme open-ended beneficiary survey responses into outcome themes with representative quotes."
  inputs: ["survey free-text responses"]
  outputs: ["themed findings", "representative quotes"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "BI tool"]
  frequency: quarterly
  trigger: "Theme the open-text answers from the participant survey"

- id: build-process-entity-crud-matrix
  title: "Build a process-to-entity CRUD matrix"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Data Analyst"]
  description: "Cross-map business processes against data entities, marking create/read/update/delete and flagging entities with no creator."
  inputs: ["Process list", "Data entity list", "Requirements documents"]
  outputs: ["CRUD matrix", "List of orphaned entities"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "document editor"]
  frequency: ad-hoc
  trigger: "build a CRUD matrix for these processes and entities"

- id: afe-estimate-from-analogs
  title: "Build AFE estimate from analog well costs"
  domain: "Business / Functional Analysis"
  roles: ["Drilling & AFE cost analyst"]
  description: "Pull historical costs from comparable wells by formation and depth to assemble a draft authorization for expenditure."
  inputs: ["Analog well cost history", "Well design parameters", "AFE template"]
  outputs: ["Draft AFE cost estimate", "Cost-code breakdown"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Cost database", "Spreadsheet", "AFE template"]
  frequency: ad-hoc
  trigger: "When a new well is added to the drilling program"

- id: build-requirements-traceability-matrix
  title: "Build requirements traceability matrix"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Functional Analyst"]
  description: "Link business requirements to functional requirements, design items and test cases so coverage and orphans are visible."
  inputs: ["Requirements list", "Design/spec items", "Test case list"]
  outputs: ["Traceability matrix", "Coverage gaps and orphan items"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "requirements management tool"]
  frequency: monthly
  trigger: "build a traceability matrix linking these requirements to specs and test cases"

- id: build-stakeholder-raci-matrix
  title: "Build stakeholder analysis and RACI matrix"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Project Manager"]
  description: "Identify stakeholders, their interests and influence, and assign Responsible/Accountable/Consulted/Informed across activities."
  inputs: ["Project scope", "List of people and roles", "Key activities/deliverables"]
  outputs: ["Stakeholder map", "RACI matrix", "Engagement notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "docs"]
  frequency: ad-hoc
  trigger: "build a RACI matrix for these activities and stakeholders"

- id: business-rule-policy-revalidation
  title: "Business Rule vs. Policy Re-Validation"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Compliance Analyst"]
  description: "Compare documented business rules against the current policy or regulatory checklist and flag rules that have drifted out of date."
  inputs: ["Documented business rules", "Current policy / regulation checklist"]
  outputs: ["Drift report of outdated or conflicting rules", "Remediation suggestions"]
  automation: low
  human_in_loop: review-before-send
  tools: ["knowledge base", "document editor", "spreadsheet"]
  frequency: quarterly
  trigger: "check our documented business rules against the updated policy"

- id: maintain-requirements-decision-log
  title: "Capture requirements decisions into a decision log"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Functional Analyst"]
  description: "Extract decisions, rationale, and owners from workshop notes and threads, and append structured entries to the decision log."
  inputs: ["Workshop notes", "Email/chat threads", "Existing decision log"]
  outputs: ["Updated decision log entries"]
  automation: medium
  human_in_loop: none
  tools: ["document editor", "spreadsheet", "email/inbox"]
  frequency: weekly
  trigger: "log the decisions we made this week"

- id: catalog-business-rules
  title: "Catalog business rules from policy documents"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Functional Analyst"]
  description: "Extract discrete business rules from policy, regulation, or SOP text. Organize them into a structured catalog with IDs, conditions, and actions."
  inputs: ["policy documents", "SOPs", "regulations"]
  outputs: ["business rules catalog table"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet"]
  frequency: ad-hoc
  trigger: "pull the business rules out of this credit approval policy into a table"

- id: change-request-impact-prescreening
  title: "Change request impact pre-screening"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Product Owner"]
  description: "Map an incoming change request to affected requirements and processes, then route to the right owners with an impact note."
  inputs: ["Change request ticket", "Requirements repository", "Owner / RACI list"]
  outputs: ["Impacted-items list", "Routing recommendation", "Draft owner notifications"]
  automation: medium
  human_in_loop: approve
  tools: ["ticketing", "requirements management tool", "email"]
  frequency: ad-hoc
  trigger: "which requirements does this change request touch and who owns them"

- id: bom-revision-consistency-check
  title: "Check BOM revision for consistency"
  domain: "Business / Functional Analysis"
  roles: ["BOM & Engineering-Change Clerk"]
  description: "Validate a revised BOM against the change request for completeness and flag quantity, UOM, or part-number discrepancies."
  inputs: ["proposed BOM revision", "change request details", "item master data"]
  outputs: ["discrepancy/exception list", "go/no-go consistency note"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ERP", "spreadsheet"]
  frequency: ad-hoc
  trigger: "check this BOM revision against the change request"

- id: check-documentation-supports-codes
  title: "Check documentation specificity supports assigned codes"
  domain: "Business / Functional Analysis"
  roles: ["Clinical Documentation Improvement (CDI) Specialist"]
  description: "Summarize an encounter and verify the documentation specificity supports the assigned diagnosis codes."
  inputs: ["Encounter documentation", "Assigned diagnosis codes"]
  outputs: ["Support assessment", "Flagged mismatches"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["EHR", "knowledge base"]
  frequency: daily
  trigger: "Does this documentation support the codes that were assigned?"

- id: convert-requirements-to-user-stories
  title: "Convert requirements into user stories with acceptance criteria"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Product Manager"]
  description: "Break a requirement or feature description into INVEST user stories with clear, testable acceptance criteria."
  inputs: ["Requirement statements", "Feature description", "Persona / role context"]
  outputs: ["User stories with acceptance criteria", "Suggested story splits"]
  automation: high
  human_in_loop: spot-check
  tools: ["work tracking tool", "docs"]
  frequency: weekly
  trigger: "turn this feature description into user stories with acceptance criteria"

- id: audit-walkthrough-narrative
  title: "Convert walkthrough notes into a control narrative"
  domain: "Business / Functional Analysis"
  roles: ["Internal Audit Associate"]
  description: "Turn raw control-walkthrough interview notes into a structured process narrative with control points and risks flagged."
  inputs: ["Walkthrough interview notes", "Process flow inputs", "Risk-control matrix template"]
  outputs: ["Process narrative document", "Tagged list of key controls"]
  automation: medium
  human_in_loop: spot-check
  tools: ["document editor", "transcription tool", "spreadsheet"]
  frequency: ad-hoc
  trigger: "after a process walkthrough interview is completed"

- id: create-data-dictionary-mapping
  title: "Create data dictionary and field mapping"
  domain: "Business / Functional Analysis"
  roles: ["Functional Analyst", "Data Analyst"]
  description: "Document fields with definitions, types and rules, and map source fields to target fields with transformation notes."
  inputs: ["Source field list / sample data", "Target field list", "Business rules"]
  outputs: ["Data dictionary", "Source-to-target mapping sheet"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "docs"]
  frequency: ad-hoc
  trigger: "create a source-to-target data mapping and dictionary from these field lists"

- id: coa-label-claim-crosscheck
  title: "Cross-check lab COA results against label claims and limits"
  domain: "Business / Functional Analysis"
  roles: ["Cannabis label & packaging compliance specialist"]
  description: "Compare certificate-of-analysis potency and contaminant results to label claims and regulatory limits."
  inputs: ["Certificate of analysis", "Label claims", "Regulatory limit table"]
  outputs: ["Match and exception report"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document parser", "spreadsheet"]
  frequency: ad-hoc
  trigger: "A batch COA is received from the lab"

- id: define-field-validation-rules
  title: "Define field-level validation and edit rules"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Systems Analyst"]
  description: "For each data field, draft format, range, required, and cross-field validation rules with error messages."
  inputs: ["Field list / data dictionary", "Business rules", "Sample data"]
  outputs: ["Validation rules catalog", "Draft error messages"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "document editor"]
  frequency: ad-hoc
  trigger: "define validation rules for these fields"

- id: define-solution-success-metrics
  title: "Define solution success metrics and KPIs"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Functional Analyst"]
  description: "Propose measurable success metrics, KPIs, and baseline/target values tied to an initiative's objectives. Makes benefits trackable after delivery."
  inputs: ["business case or objectives", "process baseline data"]
  outputs: ["KPI definition table with baselines and targets"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet", "BI tool"]
  frequency: ad-hoc
  trigger: "define success metrics for the self-service portal project"

- id: diff-requirements-document-versions
  title: "Diff two requirements document versions"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Functional Analyst"]
  description: "Compare two versions of a requirements document and produce a categorized change summary of added, removed, and altered items."
  inputs: ["Prior document version", "Current document version"]
  outputs: ["Change summary", "Redline list"]
  automation: high
  human_in_loop: spot-check
  tools: ["document compare tool", "document editor"]
  frequency: ad-hoc
  trigger: "what changed between these two versions of the BRD"

- id: document-as-is-to-be-process
  title: "Document as-is and to-be process flows"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Operations Manager"]
  description: "Capture the current process step-by-step and draft a streamlined target process with annotated changes and handoffs."
  inputs: ["Process walkthrough notes", "Roles and systems involved", "Pain points"]
  outputs: ["As-is process narrative and steps", "To-be process draft", "Change highlights"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "diagramming tool"]
  frequency: ad-hoc
  trigger: "map the current process from these notes and propose a to-be flow"

- id: draft-business-case-cost-benefit
  title: "Draft business case with cost-benefit analysis"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Strategy Analyst"]
  description: "Frame the problem, options, costs, benefits and risks into a structured business case to support a go/no-go decision."
  inputs: ["Problem statement", "Options and rough costs", "Expected benefits / assumptions"]
  outputs: ["Business case draft", "Cost-benefit comparison", "Risk and assumption notes"]
  automation: low
  human_in_loop: approve
  tools: ["docs", "spreadsheet"]
  frequency: quarterly
  trigger: "draft a business case and cost-benefit comparison for these options"

- id: draft-business-requirements-document
  title: "Draft business requirements document"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Functional Analyst"]
  description: "Turn intake notes, stakeholder inputs and project goals into a structured BRD with scope, objectives, requirements and assumptions."
  inputs: ["Stakeholder interview notes", "Project charter / goals", "Existing system context"]
  outputs: ["Draft BRD document", "Open questions list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base", "requirements management tool"]
  frequency: ad-hoc
  trigger: "draft a BRD from these workshop notes and project goals"

- id: draft-functional-specification
  title: "Draft functional specification document"
  domain: "Business / Functional Analysis"
  roles: ["Functional Analyst", "Business Analyst"]
  description: "Expand approved requirements into a functional spec covering behaviors, business rules, inputs/outputs and edge cases."
  inputs: ["Approved requirements / BRD", "Business rules", "Screen or workflow notes"]
  outputs: ["Functional specification draft", "Open clarification list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "requirements management tool"]
  frequency: ad-hoc
  trigger: "write a functional spec from this approved BRD section"

- id: draft-investigation-case-writeup
  title: "Draft investigation narrative from evidence log"
  domain: "Business / Functional Analysis"
  roles: ["Fraud & abuse investigations analyst"]
  description: "Turn raw evidence logs and timeline events into a structured case write-up with findings and a recommended action."
  inputs: ["Evidence log", "Event timeline"]
  outputs: ["Case narrative", "Recommended enforcement action"]
  automation: medium
  human_in_loop: approve
  tools: ["Investigation case tool", "Document editor"]
  frequency: ad-hoc
  trigger: "When an investigation is ready to be written up for sign-off"

- id: draft-nfr-catalog
  title: "Draft non-functional requirements catalog"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Functional Analyst"]
  description: "Generate a checklist-driven set of non-functional requirements covering performance, availability, usability, security, and compliance. Tailored to the solution's context and standards."
  inputs: ["solution scope", "system context", "applicable standards"]
  outputs: ["NFR catalog doc"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "list the non-functional requirements we should specify for the new claims system"

- id: draft-physician-documentation-queries
  title: "Draft physician documentation clarification queries"
  domain: "Business / Functional Analysis"
  roles: ["Clinical Documentation Improvement (CDI) Specialist"]
  description: "Scan clinical notes for documentation gaps and draft compliant physician query templates."
  inputs: ["Clinical encounter notes", "Query templates", "Documentation guidelines"]
  outputs: ["Draft physician queries", "Gap list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["EHR", "knowledge base"]
  frequency: daily
  trigger: "Draft queries for the documentation gaps in this chart"

- id: draft-requirements-elicitation-guide
  title: "Draft requirements elicitation question guide"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Functional Analyst"]
  description: "Generate a structured set of interview and workshop questions for a given process or capability area. Used to prepare for stakeholder elicitation sessions."
  inputs: ["project or process scope notes", "list of stakeholder roles", "existing documentation"]
  outputs: ["categorized question list", "elicitation guide doc"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "draft interview questions to gather requirements for the new onboarding process"

- id: draft-workshop-agenda-prep-pack
  title: "Draft the requirements workshop agenda and prep pack"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Facilitator"]
  description: "From the session goal and open items, draft a timed agenda, attendee prep notes, and a list of questions to cover."
  inputs: ["Session objective", "Open items list", "Attendee list"]
  outputs: ["Workshop agenda", "Prep pack", "Question list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "calendar", "email/inbox"]
  frequency: ad-hoc
  trigger: "draft an agenda for the requirements workshop"

- id: draft-uat-business-scenarios
  title: "Draft UAT business test scenarios"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Functional Analyst"]
  description: "Translate acceptance criteria into plain-language UAT scenarios with steps and expected business outcomes for end users."
  inputs: ["Acceptance criteria / requirements", "Process flow context"]
  outputs: ["UAT scenario set with steps and expected results", "Coverage checklist"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "docs"]
  frequency: ad-hoc
  trigger: "write UAT test scenarios from these acceptance criteria"

- id: build-underwriting-risk-brief
  title: "Draft underwriting risk brief from application file"
  domain: "Business / Functional Analysis"
  roles: ["Insurance Underwriting Assistant"]
  description: "Synthesize the application, supporting docs, and loss history into a structured risk summary. Highlight red flags and missing information for the underwriter."
  inputs: ["insurance application", "supporting documents", "loss history"]
  outputs: ["risk summary brief", "open-items list"]
  automation: medium
  human_in_loop: approve
  tools: ["docs", "spreadsheet"]
  frequency: daily
  trigger: "summarize this application into a risk brief for the underwriter"

- id: extract-regulatory-requirements
  title: "Extract regulatory obligations into a requirements list"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Compliance Analyst"]
  description: "Read a regulation or policy and draft a list of testable obligations the solution must satisfy, with source citations."
  inputs: ["Regulation/policy text", "Scope notes"]
  outputs: ["Compliance requirements list", "Source citations"]
  automation: low
  human_in_loop: approve
  tools: ["PDF reader", "document editor", "spreadsheet"]
  frequency: ad-hoc
  trigger: "pull the requirements out of this regulation"

- id: underwriting-risk-attribute-extraction
  title: "Extract risk attributes into underwriting worksheet"
  domain: "Business / Functional Analysis"
  roles: ["Underwriting Assistant"]
  description: "Pull construction, occupancy, protection and exposure details from an application packet into the rating/underwriting worksheet."
  inputs: ["Application packet", "Supplemental questionnaires", "Worksheet template"]
  outputs: ["Populated underwriting worksheet", "Flagged data gaps"]
  automation: high
  human_in_loop: spot-check
  tools: ["document management", "spreadsheet"]
  frequency: daily
  trigger: "Pull the risk details from this application into our worksheet."

- id: extract-takeoff-line-items
  title: "Extract takeoff line items from specs"
  domain: "Business / Functional Analysis"
  roles: ["Construction Estimator"]
  description: "Parse specification sections and schedules to populate quantity takeoff line items into the estimate template."
  inputs: ["specification sections", "door/finish schedules", "estimate template"]
  outputs: ["populated takeoff line items"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet"]
  frequency: ad-hoc
  trigger: "Pull the takeoff items from these spec sections into my estimate"

- id: assortment-size-curve-gaps
  title: "Flag assortment and size-curve gaps in a category"
  domain: "Business / Functional Analysis"
  roles: ["Online Merchandiser", "Category Manager"]
  description: "Compare live assortment against plan to surface missing colors, price points and broken size curves."
  inputs: ["assortment plan", "live SKU catalog", "stock by size/color"]
  outputs: ["gap list by attribute", "broken-size-curve flags"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "BI tool", "ERP"]
  frequency: monthly
  trigger: "find size and color gaps in the men's denim assortment"

- id: em-level-variance-flagging
  title: "Flag E&M level and undercoding variances"
  domain: "Business / Functional Analysis"
  roles: ["Charge Capture Auditor"]
  description: "Compare documented services to billed E&M/CPT levels to surface under- or over-coding outliers by provider."
  inputs: ["chart documentation", "billed code set", "coding guidelines"]
  outputs: ["Coding-variance report"]
  automation: low
  human_in_loop: spot-check
  tools: ["EHR", "BI tool"]
  frequency: weekly
  trigger: "Show providers whose coding looks off this month"

- id: underperforming-unit-flagging
  title: "Flag underperforming units against KPI thresholds"
  domain: "Business / Functional Analysis"
  roles: ["Multi-unit operations analyst"]
  description: "Compare each location's labor %, food/COGS %, and average ticket to targets and list units breaching thresholds."
  inputs: ["unit P&L extracts", "KPI target table"]
  outputs: ["exception list with variance notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "BI dashboard"]
  frequency: weekly
  trigger: "When weekly unit P&Ls land"

- id: functional-spec-signoff-package
  title: "Functional spec sign-off package assembly"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst"]
  description: "Compile the functional spec, open questions, and approver list into a review-ready package and draft the sign-off request."
  inputs: ["Final functional spec", "Open issues log", "Approver list"]
  outputs: ["Sign-off package", "Draft approval request"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document editor", "e-signature", "email"]
  frequency: ad-hoc
  trigger: "prep the functional spec for stakeholder sign-off"

- id: maintain-raid-log
  title: "Maintain the RAID log from project notes"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Project Analyst"]
  description: "Scan meeting notes and emails to add or update risks, assumptions, issues, and dependencies, flagging stale or overdue items."
  inputs: ["Meeting notes", "Status emails", "Existing RAID log"]
  outputs: ["Updated RAID log", "List of stale/overdue items"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "email/inbox", "document editor"]
  frequency: weekly
  trigger: "update the RAID log from this week's notes"

- id: map-uat-defects-to-requirements
  title: "Map UAT defects back to source requirements"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "QA Analyst"]
  description: "Link each reported UAT defect to the requirement or test scenario it affects, and flag defects with no traceable requirement."
  inputs: ["UAT defect list", "Requirements list", "Test scenarios"]
  outputs: ["Defect-to-requirement map", "List of untraceable defects"]
  automation: medium
  human_in_loop: spot-check
  tools: ["issue tracker", "spreadsheet"]
  frequency: ad-hoc
  trigger: "map these UAT defects to the requirements they hit"

- id: perform-gap-analysis
  title: "Perform current-vs-target gap analysis"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Functional Analyst"]
  description: "Compare current-state capabilities against target requirements and list gaps, severity and recommended actions."
  inputs: ["Current-state description", "Target requirements", "Capability inventory"]
  outputs: ["Gap analysis table", "Prioritized remediation recommendations"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "docs"]
  frequency: ad-hoc
  trigger: "do a gap analysis between our current state and these target requirements"

- id: reinsurance-submission-prep
  title: "Prepare reinsurance submission packet"
  domain: "Business / Functional Analysis"
  roles: ["Reinsurance Analyst"]
  description: "Compile exposure, premium and loss data into a reinsurance renewal submission for markets."
  inputs: ["Exposure data", "Premium & loss history", "Submission template"]
  outputs: ["Reinsurance submission packet", "Exposure summary exhibits"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "document management", "knowledge base"]
  frequency: quarterly
  trigger: "Prepare the reinsurance submission summarizing our treaty exposures."

- id: prioritize-requirements-moscow
  title: "Prioritize requirements with MoSCoW scoring"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Product Manager"]
  description: "Classify a requirements backlog into Must/Should/Could/Won't with rationale. Based on business value, dependencies, and stakeholder input."
  inputs: ["requirements backlog", "business goals", "stakeholder input"]
  outputs: ["MoSCoW-prioritized list with rationale"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "docs"]
  frequency: ad-hoc
  trigger: "sort this requirements list into MoSCoW priorities with reasons"

- id: quality-review-requirements
  title: "Quality-review requirements for ambiguity and testability"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Functional Analyst"]
  description: "Check a requirements list against INVEST/SMART criteria and flag vague, duplicate, or untestable statements. Suggest cleaner rewrites for each issue found."
  inputs: ["draft requirements list or document"]
  outputs: ["annotated review with flags", "suggested rewrites"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs", "spreadsheet"]
  frequency: ad-hoc
  trigger: "review these requirements for vague or untestable wording"

- id: config-baseline-reconcile
  title: "Reconcile as-designed vs as-built configuration baselines"
  domain: "Business / Functional Analysis"
  roles: ["Configuration & Change Administrator"]
  description: "Compare as-designed against as-built/as-maintained baselines and flag discrepancies in part effectivity and revision level."
  inputs: ["As-designed baseline", "As-built/as-maintained records"]
  outputs: ["Discrepancy list", "Configuration reconciliation report"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Configuration management system", "Spreadsheet"]
  frequency: monthly
  trigger: "a configuration audit is due"

- id: requirements-ambiguity-testability-lint
  title: "Requirements ambiguity & testability lint"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst"]
  description: "Scan a requirements doc for vague terms, passive voice, and missing acceptance criteria, then suggest testable rewrites."
  inputs: ["Draft requirements document"]
  outputs: ["Annotated list of ambiguous or untestable statements", "Suggested rewrites"]
  automation: high
  human_in_loop: spot-check
  tools: ["document editor", "knowledge base"]
  frequency: ad-hoc
  trigger: "lint this requirements spec for ambiguity and testability"

- id: rtm-traceability-gap-check
  title: "Requirements traceability matrix gap check"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "QA Lead"]
  description: "Cross-reference requirements against linked test cases and design items to flag orphaned requirements and uncovered tests before a release gate."
  inputs: ["Requirements list", "Test case inventory", "Existing traceability matrix"]
  outputs: ["Gap report of unlinked requirements and tests", "Updated traceability matrix"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "requirements management tool", "ticketing"]
  frequency: weekly
  trigger: "check the traceability matrix for gaps before the release gate"

- id: source-target-field-mapping-reconciliation
  title: "Source-to-Target field mapping reconciliation"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Data Analyst"]
  description: "Compare source and target data dictionaries to flag unmapped fields, type mismatches, and orphan attributes in a migration."
  inputs: ["Source data dictionary", "Target schema", "Draft mapping spreadsheet"]
  outputs: ["Exception list of unmapped or mismatched fields", "Annotated mapping sheet"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "ERP", "data catalog"]
  frequency: ad-hoc
  trigger: "reconcile the source and target field mappings for the migration"

- id: specify-report-and-dashboard-requirements
  title: "Specify report and dashboard requirements"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "BI Analyst"]
  description: "Translate a reporting request into a spec covering metrics, dimensions, filters, drill paths, and refresh cadence."
  inputs: ["Reporting request", "Source field list", "Sample report"]
  outputs: ["Report/dashboard requirements spec"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "spreadsheet"]
  frequency: ad-hoc
  trigger: "write the requirements for this dashboard"

- id: emerging-experience-summary
  title: "Summarize emerging experience vs expected"
  domain: "Business / Functional Analysis"
  roles: ["Actuarial Analyst"]
  description: "Compare actual emerging claims experience to expected and summarize variances for the reserve review."
  inputs: ["Actual experience data", "Expected/plan figures"]
  outputs: ["Actual-vs-expected variance summary", "Reserve-review notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "BI tool"]
  frequency: monthly
  trigger: "Summarize emerging experience against expected for the reserve review."

- id: summarize-lease-expiration-schedule-and-renewal-risk
  title: "Summarize lease expiration schedule and renewal risk"
  domain: "Business / Functional Analysis"
  roles: ["Real Estate Portfolio Analyst"]
  description: "Produce a rolling lease-expiration schedule and flag upcoming renewals and rollover risk by property."
  inputs: ["rent roll", "lease terms"]
  outputs: ["expiration schedule", "renewal risk list"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "BI tool"]
  frequency: monthly
  trigger: "Show me which leases expire soon and the rollover risk"

- id: summarize-requirements-workshop
  title: "Summarize requirements workshop into decisions and actions"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Functional Analyst"]
  description: "Condense a workshop or elicitation transcript into decisions made, requirements captured, open issues and owner-assigned actions."
  inputs: ["Meeting transcript or notes", "Attendee list"]
  outputs: ["Decision log", "Action items with owners", "New/changed requirements list"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs", "email", "work tracking tool"]
  frequency: weekly
  trigger: "summarize this requirements workshop transcript into decisions and action items"

- id: inspection-report-summary
  title: "Summarize risk inspection and list recommendations"
  domain: "Business / Functional Analysis"
  roles: ["Loss-Control Coordinator"]
  description: "Summarize a site survey/risk inspection and extract prioritized risk-improvement recommendations."
  inputs: ["Site survey/inspection notes", "Photos & measurements", "Standards reference"]
  outputs: ["Inspection summary", "Prioritized recommendation list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document management", "knowledge base", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Summarize this site survey and list the risk recommendations."

- id: triage-open-questions-log
  title: "Triage the requirements open-questions log"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Project Analyst"]
  description: "Group open questions by topic and owner, draft chase-up notes for unanswered items, and close resolved ones."
  inputs: ["Open-questions log", "Recent answers/emails"]
  outputs: ["Updated open-questions log", "Draft follow-up notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "email/inbox"]
  frequency: weekly
  trigger: "triage the open questions parking lot"

- id: uat-feedback-triage-digest
  title: "UAT feedback triage & status digest"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "UAT Coordinator"]
  description: "Dedupe and categorize UAT feedback, link each item to a requirement, and draft a stakeholder status digest."
  inputs: ["Raw UAT feedback / defect log", "Requirements list"]
  outputs: ["Categorized, deduped defect list", "Draft UAT status digest"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ticketing", "spreadsheet", "email"]
  frequency: daily
  trigger: "summarize today's UAT feedback for the steering update"

- id: validate-acreage-reports
  title: "Validate acreage reports against agency records"
  domain: "Business / Functional Analysis"
  roles: ["Crop insurance claims processor"]
  description: "Cross-check reported acreage, planting dates, and crop codes against agency and farm-service filings; flag discrepancies."
  inputs: ["acreage report", "agency records", "planting dates"]
  outputs: ["validation report", "discrepancy list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "records database"]
  frequency: monthly
  trigger: "Acreage reporting deadline approaches"

- id: validate-bom-completeness
  title: "Validate BOM completeness and flag missing data"
  domain: "Business / Functional Analysis"
  roles: ["BOM & Engineering Change Coordinator"]
  description: "Check a BOM for missing part numbers, quantities, units, or cost fields and flag inconsistencies before release."
  inputs: ["draft BOM", "required field/data standard"]
  outputs: ["list of missing or inconsistent fields", "ready-to-release checklist"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "ERP"]
  frequency: weekly
  trigger: "check this BOM for missing or bad data"

- id: write-process-narrative-from-flow
  title: "Write a process narrative from a flow diagram"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Process Analyst"]
  description: "Convert a process flow diagram into a step-by-step written procedure with roles, inputs, and handoffs at each step."
  inputs: ["Process flow diagram", "Step descriptions"]
  outputs: ["Process narrative / SOP draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["diagramming tool", "document editor"]
  frequency: ad-hoc
  trigger: "turn this process flow into a written procedure"

- id: write-change-request-impact-analysis
  title: "Write change request impact analysis"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Project Manager"]
  description: "Assess a requested change for impact on scope, requirements, processes and dependencies, with a recommendation."
  inputs: ["Change request details", "Current requirements/scope baseline", "Dependency list"]
  outputs: ["Impact analysis summary", "Affected items list", "Recommendation"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "requirements management tool"]
  frequency: ad-hoc
  trigger: "assess the impact of this change request on our current scope and requirements"

- id: write-use-case-specifications
  title: "Write use case specifications with alternate flows"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Systems Analyst"]
  description: "Turn a feature description into a use case spec with actors, preconditions, main flow, alternate and exception flows."
  inputs: ["Feature description", "Requirements notes", "Use case template"]
  outputs: ["Use case specification document"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor"]
  frequency: ad-hoc
  trigger: "write a use case spec for this feature"

- id: adverse-media-screening-summary
  title: "Adverse media screening summary"
  domain: "Research & Competitive Intel"
  roles: ["Onboarding/AML Reviewer"]
  description: "Summarize negative-news/adverse-media hits for a customer, filter false matches and rate relevance to financial-crime risk."
  inputs: ["name-screening hits", "news articles", "customer profile"]
  outputs: ["adverse-media summary", "relevance rating"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["screening tool", "knowledge base"]
  frequency: daily
  trigger: "Summarize the adverse media hits for this customer"

- id: competitor-hiring-signal-analysis
  title: "Analyze competitor hiring signals"
  domain: "Research & Competitive Intel"
  roles: ["Competitive Intelligence Analyst", "Strategy Analyst"]
  description: "Scan a competitor's open job postings to infer strategic priorities, new product bets, market expansion, and team growth."
  inputs: ["competitor job postings", "prior hiring snapshot", "competitor profile"]
  outputs: ["hiring signal brief", "inferred priorities", "notable role trends"]
  automation: medium
  human_in_loop: spot-check
  tools: ["web", "docs", "spreadsheet"]
  frequency: monthly
  trigger: "what do these competitors' open job postings tell us about where they're investing"

- id: expert-call-briefing-pack
  title: "Assemble briefing pack for an expert-network call"
  domain: "Research & Competitive Intel"
  roles: ["Market Research Analyst", "CI Analyst"]
  description: "Compile a pre-call brief from prior research and open questions, with compliance reminders, for an analyst or expert-network interview."
  inputs: ["Research topic and gaps", "Prior call notes", "Compliance guidelines"]
  outputs: ["Briefing pack with question list", "Do/don't compliance checklist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "calendar", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Prep me a briefing doc for tomorrow's expert call."

- id: battlecard-staleness-audit
  title: "Audit battlecard library for stale competitor data"
  domain: "Research & Competitive Intel"
  roles: ["Competitive Intelligence Manager", "Product Marketing Manager"]
  description: "Scan the battlecard repository for cards past their refresh SLA or contradicted by a recent competitor event, and flag each with a reason."
  inputs: ["Battlecard repository", "Card last-updated dates", "Recent competitor event log"]
  outputs: ["Staleness flag list with reasons", "Refresh priority queue"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "spreadsheet"]
  frequency: monthly
  trigger: "Which battlecards are out of date and need a refresh?"

- id: build-company-dossier-profile
  title: "Build company dossier profile"
  domain: "Research & Competitive Intel"
  roles: ["Strategy Analyst", "Competitive Intelligence Analyst", "Business Analyst"]
  description: "Compile a single-company profile covering products, funding, leadership, financials, and recent moves into a one-pager."
  inputs: ["company name", "public sources (website, filings, news)", "CRM notes"]
  outputs: ["structured one-page company profile"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "BI tool", "knowledge base"]
  frequency: ad-hoc
  trigger: "build me a one-page profile on this company"

- id: ic-comps-benchmarking
  title: "Build comparable-transactions benchmarking"
  domain: "Research & Competitive Intel"
  roles: ["Investment Committee Memo Preparer"]
  description: "Compile comparable deals and trading multiples and summarize benchmarking for the memo."
  inputs: ["Target financials", "Market/comps data"]
  outputs: ["Comps benchmarking table", "Benchmarking commentary"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Market data feed"]
  frequency: ad-hoc
  trigger: "While preparing an IC memo"

- id: build-competitor-battlecard
  title: "Build competitor battlecard"
  domain: "Research & Competitive Intel"
  roles: ["Product Marketing Manager", "Competitive Intelligence Analyst"]
  description: "Compile a one-page battlecard on a named competitor: positioning, strengths, weaknesses, pricing, and objection-handling talk tracks for sales."
  inputs: ["competitor name", "competitor website/collateral", "internal win/loss notes", "product comparison data"]
  outputs: ["battlecard doc", "objection-handling talk tracks", "key differentiators list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "web", "knowledge base", "CRM"]
  frequency: quarterly
  trigger: "build a sales battlecard for competitor Acme based on their site and our win/loss notes"

- id: build-competitor-landscape-matrix
  title: "Build competitor landscape matrix"
  domain: "Research & Competitive Intel"
  roles: ["Market Research Analyst"]
  description: "Compile competitor features, pricing, and positioning from public sources into a comparison grid."
  inputs: ["competitor list", "comparison dimensions"]
  outputs: ["competitor comparison matrix", "source citations"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet", "web"]
  frequency: monthly
  trigger: "build a competitor comparison grid on pricing and features for these companies"

- id: build-diligence-request-checklist
  title: "Build diligence request checklist"
  domain: "Research & Competitive Intel"
  roles: ["Due Diligence Analyst"]
  description: "Generate a tailored due-diligence request list by deal type and sector, organized by workstream."
  inputs: ["deal type", "target sector"]
  outputs: ["DD request checklist", "workstream owners template"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet"]
  frequency: ad-hoc
  trigger: "create a due diligence request list for a SaaS acquisition"

- id: industry-trend-landscape-map
  title: "Build industry trend and landscape map"
  domain: "Research & Competitive Intel"
  roles: ["Strategy Analyst", "Management Consultant"]
  description: "Map the competitive landscape into categories and segments and summarize emerging trends, drivers, and disruptors for a market."
  inputs: ["market scope", "vendor list", "industry sources", "prior landscape"]
  outputs: ["category map", "trend brief", "vendor segmentation"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["web", "docs", "spreadsheet"]
  frequency: quarterly
  trigger: "map the vendor landscape and top emerging trends in observability tooling"

- id: feature-comparison-matrix
  title: "Build product feature comparison matrix"
  domain: "Research & Competitive Intel"
  roles: ["Product Marketing Manager", "Product Manager"]
  description: "Construct a side-by-side feature and capability matrix versus competitors, noting parity, gaps, and advantages."
  inputs: ["our product spec", "competitor docs/sites", "feature checklist"]
  outputs: ["comparison matrix", "gap and advantage callouts"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "web", "docs", "knowledge base"]
  frequency: quarterly
  trigger: "build a feature comparison grid of us versus these three competitors and mark gaps"

- id: build-research-survey-questionnaire
  title: "Build research survey questionnaire"
  domain: "Research & Competitive Intel"
  roles: ["UX Researcher"]
  description: "Draft a survey from research objectives with balanced question types, logical flow, and bias-free wording."
  inputs: ["research objectives", "target audience", "constraints"]
  outputs: ["survey questionnaire", "logic/branching notes"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet"]
  frequency: ad-hoc
  trigger: "draft a survey to answer these research questions"

- id: overflight-permit-requirement-check
  title: "Check overflight and landing permit requirements"
  domain: "Research & Competitive Intel"
  roles: ["Charter Flight Operations Coordinator"]
  description: "Identify per-country overflight/landing permit needs, lead times, and required documents for a planned routing."
  inputs: ["planned routing", "aircraft registration", "country permit reference"]
  outputs: ["permit requirements summary", "lead-time checklist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "spreadsheet"]
  frequency: ad-hoc
  trigger: "what permits do we need for this routing"

- id: ir-peer-benchmark
  title: "Compile a peer comparables benchmarking table"
  domain: "Research & Competitive Intel"
  roles: ["Investor Relations Analyst"]
  description: "Extract growth, margin and multiple metrics from competitors' earnings releases into a peer benchmark table."
  inputs: ["Peer earnings releases", "Peer set list", "Metric definitions"]
  outputs: ["Peer comparables table", "Relative positioning notes"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "document parser", "web research tool"]
  frequency: quarterly
  trigger: "when peer results are published"

- id: shortlist-stock-images
  title: "Compile a shortlist of candidate stock images with licensing notes"
  domain: "Research & Competitive Intel"
  roles: ["Photo Editor / Researcher"]
  description: "From a creative brief, assemble candidate image options with usage rights and cost notes for selection."
  inputs: ["Creative brief and mood notes", "Budget and license requirements", "Stock source list"]
  outputs: ["Shortlist of candidate images", "Licensing and cost notes per option"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "knowledge base"]
  frequency: ad-hoc
  trigger: "Find stock image options for this brief"

- id: compile-cma-comp-packet
  title: "Compile comparative market analysis packet"
  domain: "Research & Competitive Intel"
  roles: ["Listing Coordinator"]
  description: "Summarize selected comparable sales into a pricing narrative and an adjustment grid for the seller consultation."
  inputs: ["comparable sales data", "subject property details"]
  outputs: ["CMA summary", "adjustment grid"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "BI tool"]
  frequency: weekly
  trigger: "Build a CMA for this property from these comps"

- id: competitor-news-funding-digest
  title: "Compile competitor news and funding digest"
  domain: "Research & Competitive Intel"
  roles: ["Competitive Intelligence Analyst", "Strategy Analyst"]
  description: "Scan recent news, funding rounds, product launches, and exec moves across a tracked competitor set and produce a dated digest with source links."
  inputs: ["tracked competitor list", "news/web sources", "prior digest"]
  outputs: ["competitive news digest", "source links", "flagged material developments"]
  automation: high
  human_in_loop: spot-check
  tools: ["web", "email", "docs"]
  frequency: weekly
  trigger: "round up this week's news, funding, and launches for our top 8 competitors with links"

- id: compile-share-of-voice-summary
  title: "Compile competitor share-of-voice and spend summary"
  domain: "Research & Competitive Intel"
  roles: ["Media Planner", "Programmatic Campaign Analyst"]
  description: "Aggregate competitor ad-spend and placement data into a share-of-voice summary by channel and quarter."
  inputs: ["Competitor spend/placement exports", "Channel list", "Reporting period"]
  outputs: ["Share-of-voice summary table", "Key gaps and opportunity notes"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "BI tool", "knowledge base"]
  frequency: quarterly
  trigger: "Summarize our competitors' share of voice for last quarter"

- id: edd-profile-compile
  title: "Compile enhanced due diligence profile"
  domain: "Research & Competitive Intel"
  roles: ["Crypto KYC and onboarding analyst"]
  description: "Gather public records and adverse-media findings on a high-risk applicant into an EDD profile."
  inputs: ["applicant identity", "public records", "adverse-media sources"]
  outputs: ["enhanced due diligence profile"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["web research tools", "knowledge base"]
  frequency: ad-hoc
  trigger: "when an applicant is flagged high-risk"

- id: compile-offlabel-evidence-summary
  title: "Compile evidence summary for off-label inquiry"
  domain: "Research & Competitive Intel"
  roles: ["Medical Information Specialist"]
  description: "Search and summarize the published evidence to support a response to an unsolicited off-label question."
  inputs: ["off-label question", "literature search results"]
  outputs: ["evidence summary with citations"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "spreadsheet"]
  frequency: weekly
  trigger: "Pull and summarize the evidence for this off-label inquiry"

- id: compile-article-fact-check-list
  title: "Compile fact-check checklist for article"
  domain: "Research & Competitive Intel"
  roles: ["Editorial Assistant"]
  description: "Extract every checkable claim, name, stat, and quote from a draft into a verification checklist with sources to confirm."
  inputs: ["draft article", "any cited sources"]
  outputs: ["fact-check checklist", "flagged unsupported claims"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet"]
  frequency: ad-hoc
  trigger: "pull every factual claim from this draft into a fact-check list"

- id: compile-abuse-entity-dossier
  title: "Compile linked-account dossier from abuse signals"
  domain: "Research & Competitive Intel"
  roles: ["Fraud & abuse investigations analyst"]
  description: "Link related accounts by shared payment, device, and behavioral signals and summarize the cluster into a dossier."
  inputs: ["Account and signal records", "Known abuse pattern criteria"]
  outputs: ["Linked-entity dossier", "Connection map summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Investigation case tool", "Data query interface"]
  frequency: ad-hoc
  trigger: "When a coordinated abuse ring is suspected"

- id: compile-major-donor-prospect-brief
  title: "Compile prospect research briefs on major-gift candidates"
  domain: "Research & Competitive Intel"
  roles: ["Membership & development officer"]
  description: "Summarize giving history, affiliations, and public wealth indicators into a prospect profile for cultivation."
  inputs: ["Donor records", "Public filings", "News sources"]
  outputs: ["Prospect research brief"]
  automation: low
  human_in_loop: review-before-send
  tools: ["CRM", "Research databases"]
  frequency: ad-hoc
  trigger: "Before a cultivation meeting with a prospect"

- id: compile-provenance-research-summary
  title: "Compile provenance research summary for an acquisition"
  domain: "Research & Competitive Intel"
  roles: ["Collections registrar coordinator"]
  description: "Gather and summarize ownership history, exhibition, and publication records to support an acquisition review."
  inputs: ["Object dossier", "Auction and sale records", "Exhibition history"]
  outputs: ["Provenance summary draft"]
  automation: low
  human_in_loop: review-before-send
  tools: ["Document editor", "Research databases"]
  frequency: ad-hoc
  trigger: "When a new object is proposed for acquisition"

- id: pitch-category-research-brief
  title: "Compile the category and competitor research brief for a pitch"
  domain: "Research & Competitive Intel"
  roles: ["New-business pitch coordinator"]
  description: "Gather category trends, competitor activity and audience data into a briefing pack for the pitch team."
  inputs: ["Prospect/category name", "Research sources"]
  outputs: ["Category research brief"]
  automation: medium
  human_in_loop: spot-check
  tools: ["web research", "document editor"]
  frequency: ad-hoc
  trigger: "at the start of a new-business pitch"

- id: curate-annotated-reading-list
  title: "Curate annotated reading list"
  domain: "Research & Competitive Intel"
  roles: ["Librarian / Knowledge Manager"]
  description: "Run a literature search on a topic and return a ranked, annotated reading list with citations."
  inputs: ["research topic and scope", "date range", "citation style"]
  outputs: ["annotated source list", "formatted citations"]
  automation: medium
  human_in_loop: spot-check
  tools: ["knowledge base", "docs"]
  frequency: ad-hoc
  trigger: "build an annotated reading list on this topic with citations in APA"

- id: ir-earnings-qa-prep-2
  title: "Draft likely earnings-call Q&A prep doc"
  domain: "Research & Competitive Intel"
  roles: ["Investor Relations Analyst"]
  description: "Mine recent analyst notes and prior transcripts to draft probable earnings-call questions with suggested talking points."
  inputs: ["Recent analyst reports", "Prior call transcripts", "Latest financial results"]
  outputs: ["Q&A prep document with draft responses", "Topic priority ranking"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "transcript search", "summarization tool"]
  frequency: quarterly
  trigger: "in the run-up to an earnings call"

- id: market-sizing-tam-sam-som
  title: "Draft market sizing estimate"
  domain: "Research & Competitive Intel"
  roles: ["Strategy Analyst", "Market Research Analyst"]
  description: "Build a bottom-up and top-down TAM/SAM/SOM estimate for a market or segment, documenting assumptions and sources."
  inputs: ["target market definition", "pricing assumptions", "industry stats/reports", "customer count drivers"]
  outputs: ["sizing model", "assumptions log", "sensitivity ranges"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "web", "docs"]
  frequency: ad-hoc
  trigger: "size the TAM/SAM/SOM for mid-market HR software in DACH with assumptions shown"

- id: draft-market-sizing-memo
  title: "Draft market sizing memo"
  domain: "Research & Competitive Intel"
  roles: ["Market Research Analyst"]
  description: "Estimate TAM, SAM, and SOM with a stated methodology, assumptions, and cited sources."
  inputs: ["market definition", "available data points"]
  outputs: ["sizing memo", "assumptions log"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "docs", "web"]
  frequency: ad-hoc
  trigger: "draft a TAM/SAM/SOM memo for this market with sources and assumptions"

- id: portco-redflag-alerts
  title: "Draft portfolio red-flag alerts"
  domain: "Research & Competitive Intel"
  roles: ["Portfolio Monitoring Analyst"]
  description: "Scan KPI and covenant data for breaches or negative variances and draft alert notes for the deal team."
  inputs: ["KPI dataset", "Covenant thresholds"]
  outputs: ["Red-flag alert notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Document editor"]
  frequency: monthly
  trigger: "When updated portfolio data is available"

- id: draft-research-project-brief
  title: "Draft research project brief"
  domain: "Research & Competitive Intel"
  roles: ["Market Researcher", "Strategy Analyst", "Management Consultant"]
  description: "Turn a vague research request into a scoped brief with objectives, key questions, methods, sources, and timeline."
  inputs: ["stakeholder request", "business context", "deadline"]
  outputs: ["research brief / scope document"]
  automation: medium
  human_in_loop: approve
  tools: ["docs"]
  frequency: ad-hoc
  trigger: "turn this request into a proper research brief with objectives and methods"

- id: survey-questionnaire-design
  title: "Draft research survey questionnaire"
  domain: "Research & Competitive Intel"
  roles: ["Market Research Analyst", "Strategy Analyst"]
  description: "Design a survey instrument from research objectives, including screeners, question wording, scales, and logic to avoid bias."
  inputs: ["research objectives", "target audience", "hypotheses"]
  outputs: ["questionnaire draft", "screener questions", "response scales"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs"]
  frequency: ad-hoc
  trigger: "draft a survey to test demand for this feature among IT buyers, avoid leading questions"

- id: draft-target-company-profile
  title: "Draft target company profile"
  domain: "Research & Competitive Intel"
  roles: ["Due Diligence Analyst"]
  description: "Compile a target profile from public filings and news covering ownership, financials, and key risks."
  inputs: ["company name", "public filings and news"]
  outputs: ["company profile", "risk notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["web", "docs"]
  frequency: ad-hoc
  trigger: "build a company profile on this target from public filings and news"

- id: territory-availability-summary
  title: "Draft territory availability summary for a prospect"
  domain: "Research & Competitive Intel"
  roles: ["Franchise development coordinator"]
  description: "Map a prospect's requested market against the existing unit footprint and protected territories to outline open vs closed areas."
  inputs: ["prospect target-market request", "existing unit roster", "territory protection rules"]
  outputs: ["territory availability brief"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["mapping tool", "spreadsheet", "document editor"]
  frequency: ad-hoc
  trigger: "When a qualified prospect names a target market"

- id: respondent-screener-draft
  title: "Draft the respondent screener and recruitment invite"
  domain: "Research & Competitive Intel"
  roles: ["Research panel & fieldwork coordinator"]
  description: "Turn target audience criteria into a screener questionnaire and panel recruitment invitation copy."
  inputs: ["Target audience spec", "Quota requirements"]
  outputs: ["Screener questionnaire draft", "Recruitment invite copy"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "survey platform"]
  frequency: ad-hoc
  trigger: "when a new study is being set up"

- id: wallet-attribution-enrich
  title: "Enrich flagged wallet attribution"
  domain: "Research & Competitive Intel"
  roles: ["Crypto transaction monitoring analyst", "Blockchain forensics investigations associate"]
  description: "Look up flagged addresses against known-entity lists and on-chain analytics, then annotate likely owners."
  inputs: ["wallet addresses", "known-entity lists", "on-chain analytics"]
  outputs: ["attribution annotations"]
  automation: medium
  human_in_loop: spot-check
  tools: ["blockchain analytics tool", "knowledge base"]
  frequency: ad-hoc
  trigger: "when a flagged address has no known owner"

- id: expand-party-names-for-conflicts
  title: "Expand party names into aliases and corporate family"
  domain: "Research & Competitive Intel"
  roles: ["Conflicts-Check Analyst"]
  description: "Generate alias variations, former names, d/b/a, subsidiaries and parents for each party so the conflicts search catches related entities."
  inputs: ["party legal names", "corporate registry / org chart info"]
  outputs: ["expanded search-term list", "corporate family tree"]
  automation: medium
  human_in_loop: spot-check
  tools: ["knowledge base", "spreadsheet"]
  frequency: daily
  trigger: "List name variations and related entities for these parties"

- id: pharmacy-alternative-finder
  title: "Identify covered therapeutic alternatives"
  domain: "Research & Competitive Intel"
  roles: ["Pharmacy benefits & prior-authorization investigator"]
  description: "Surface lower-cost, formulary-covered therapeutic alternatives to a non-covered drug for pharmacist review."
  inputs: ["Non-covered drug", "Plan formulary", "Therapeutic class data"]
  outputs: ["Candidate alternatives list"]
  automation: low
  human_in_loop: sign-off
  tools: ["Pharmacy management system", "Reference database"]
  frequency: ad-hoc
  trigger: "A prescribed drug isn't covered"

- id: major-gift-prospect-brief
  title: "Major gift prospect research briefing"
  domain: "Research & Competitive Intel"
  roles: ["Donor Relations Manager"]
  description: "Compile a prospect brief on giving capacity, affiliations, and prior giving from public and CRM data."
  inputs: ["prospect name", "CRM giving history", "public sources"]
  outputs: ["prospect research brief"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "knowledge base"]
  frequency: ad-hoc
  trigger: "Build a prospect brief on this donor before the cultivation meeting"

- id: map-patent-ip-landscape
  title: "Map patent and IP landscape"
  domain: "Research & Competitive Intel"
  roles: ["Strategy Analyst", "Competitive Intelligence Analyst", "Legal Counsel"]
  description: "Summarize a set of patent filings into technology themes, key assignees, and white-space areas."
  inputs: ["patent search export / filing abstracts", "technology area"]
  outputs: ["themed IP landscape summary with assignee activity and gaps"]
  automation: low
  human_in_loop: review-before-send
  tools: ["spreadsheet", "docs", "knowledge base"]
  frequency: quarterly
  trigger: "group these patent abstracts into themes and tell me who's most active"

- id: match-grant-opportunities
  title: "Match open grant opportunities to institution programs"
  domain: "Research & Competitive Intel"
  roles: ["Grants & sponsorship administrator"]
  description: "Scan funder listings and shortlist grants whose eligibility and themes fit current programs."
  inputs: ["Funder opportunity listings", "Program descriptions", "Eligibility criteria"]
  outputs: ["Shortlist of grant opportunities"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Research databases", "Spreadsheet"]
  frequency: monthly
  trigger: "At the start of each funding cycle"

- id: mine-competitor-product-reviews
  title: "Mine competitor reviews for strengths and gaps"
  domain: "Research & Competitive Intel"
  roles: ["Product Marketing Manager", "Competitive Intelligence Analyst", "Product Manager"]
  description: "Pull public reviews of a competitor's product and cluster them into recurring strengths, complaints, and feature gaps. Surface representative quotes for each theme."
  inputs: ["competitor name", "exported reviews from review sites and app stores"]
  outputs: ["themed pros/cons summary with quotes", "ranked feature-gap list"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "docs", "knowledge base"]
  frequency: quarterly
  trigger: "cluster these competitor reviews into common complaints and feature gaps"

- id: clean-room-compliance-prescreen
  title: "Pre-screen collected competitor data for compliance risk"
  domain: "Research & Competitive Intel"
  roles: ["Competitive Intelligence Manager", "Legal/Compliance Liaison"]
  description: "Review gathered competitor material for items that may breach NDAs, gun-jumping, or improper-collection rules, and flag for legal sign-off."
  inputs: ["Collected competitor data set", "Source provenance notes", "CI collection policy"]
  outputs: ["Flagged items with risk reason", "Legal review queue"]
  automation: low
  human_in_loop: sign-off
  tools: ["knowledge base", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Screen this competitor data dump for anything legal needs to clear."

- id: site-environmental-screening
  title: "Pre-screen proposed sites for permit constraints"
  domain: "Research & Competitive Intel"
  roles: ["Environmental permit coordinator"]
  description: "Check a proposed well or facility location against protected species, wetlands and setback layers to surface permitting risks."
  inputs: ["Proposed location coordinates", "Environmental constraint datasets"]
  outputs: ["Constraint screening summary", "Flagged sensitivity overlaps"]
  automation: low
  human_in_loop: approve
  tools: ["Mapping/GIS data tool", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "When a new site is proposed for development"

- id: exec-vs-field-ci-digest-variant
  title: "Produce exec and field-sales variants of the competitor changelog"
  domain: "Research & Competitive Intel"
  roles: ["Competitive Intelligence Manager", "Sales Enablement"]
  description: "From the master CI change log, generate two audience-tailored digests: a strategic one for executives and a tactical one for field sales."
  inputs: ["Master competitor change log", "Audience templates"]
  outputs: ["Executive strategic digest", "Field-sales tactical digest"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "email"]
  frequency: quarterly
  trigger: "Spin up the exec and sales versions of this quarter's competitor update."

- id: research-grant-funder-prospects
  title: "Research grant funder prospects"
  domain: "Research & Competitive Intel"
  roles: ["Grant Writer"]
  description: "Find and shortlist foundations and grants matching the org mission, with eligibility, deadlines, and award ranges."
  inputs: ["org mission", "program area", "funding need", "eligibility criteria"]
  outputs: ["ranked funder prospect list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "knowledge base"]
  frequency: quarterly
  trigger: "find grant funders that match our youth literacy program"

- id: research-permit-fees-requirements
  title: "Research jurisdiction permit fees and requirements"
  domain: "Research & Competitive Intel"
  roles: ["Permit Expeditor", "Entitlements & Development Coordinator"]
  description: "Look up permit types, submittal requirements, and fee schedules for a given jurisdiction and project type."
  inputs: ["project location", "project type/scope"]
  outputs: ["permit requirements summary", "fee estimate"]
  automation: medium
  human_in_loop: spot-check
  tools: ["knowledge base", "spreadsheet"]
  frequency: ad-hoc
  trigger: "What permits and fees apply for a tenant improvement in this city"

- id: competitor-pricing-teardown
  title: "Run competitor pricing teardown"
  domain: "Research & Competitive Intel"
  roles: ["Competitive Intelligence Analyst", "Product Marketing Manager"]
  description: "Capture competitors' published pricing tiers, packaging, add-ons, and discounting signals; compare structure against ours and flag changes."
  inputs: ["competitor pricing pages", "prior pricing snapshot", "our pricing"]
  outputs: ["pricing comparison table", "packaging notes", "changes since last check"]
  automation: medium
  human_in_loop: spot-check
  tools: ["web", "spreadsheet", "docs"]
  frequency: monthly
  trigger: "compare our pricing tiers against competitor pricing pages and note what changed"

- id: competitive-price-scan
  title: "Scan competitor prices and recommend repricing"
  domain: "Research & Competitive Intel"
  roles: ["Pricing Analyst"]
  description: "Compare our prices to competitor prices on key SKUs and recommend repricing within margin and MAP guardrails."
  inputs: ["competitor price data", "our price and cost data", "pricing rules/MAP"]
  outputs: ["price-gap report", "repricing recommendation list"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "BI tool", "ERP"]
  frequency: daily
  trigger: "compare our prices to competitors and suggest repricing on key SKUs"

- id: screen-literature-for-aes
  title: "Screen literature for reportable adverse events"
  domain: "Research & Competitive Intel"
  roles: ["Pharmacovigilance / Drug Safety Associate"]
  description: "Review literature search hits to identify articles containing reportable individual cases or safety signals for the product."
  inputs: ["literature search results/abstracts", "product list"]
  outputs: ["flagged articles", "case/signal summary"]
  automation: medium
  human_in_loop: spot-check
  tools: ["knowledge base", "spreadsheet"]
  frequency: weekly
  trigger: "Screen this week's literature hits for reportable adverse events"

- id: survey-response-quality-screen
  title: "Screen survey responses for quality and fraud"
  domain: "Research & Competitive Intel"
  roles: ["Research panel & fieldwork coordinator"]
  description: "Flag speeders, straight-liners, duplicates and out-of-quota responses against screening rules for removal."
  inputs: ["Raw survey response data", "Screening/quota rules"]
  outputs: ["Flagged response list", "Clean dataset"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "survey platform"]
  frequency: ad-hoc
  trigger: "while a survey is in field"

- id: chartering-tonnage-shortlist
  title: "Shortlist suitable tonnage from position lists for a cargo"
  domain: "Research & Competitive Intel"
  roles: ["Chartering assistant"]
  description: "Filter vessel position lists against cargo size, laycan, and trade to shortlist candidate ships."
  inputs: ["cargo order", "vessel position lists"]
  outputs: ["tonnage shortlist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "email"]
  frequency: daily
  trigger: "A new cargo order came in needing tonnage"

- id: nofo-eligibility-summary
  title: "Summarize a NOFO into an eligibility and requirements brief"
  domain: "Research & Competitive Intel"
  roles: ["Grants Management Specialist"]
  description: "Distill a funding opportunity notice into eligibility, match/cost-share rules, deadlines and required attachments as a go/no-go brief."
  inputs: ["NOFO/funding notice", "org eligibility profile"]
  outputs: ["eligibility brief", "application checklist"]
  automation: high
  human_in_loop: spot-check
  tools: ["document parser", "spreadsheet"]
  frequency: ad-hoc
  trigger: "summarize this funding opportunity and whether we're eligible"

- id: summarize-adverse-media-screening
  title: "Summarize adverse-media and PEP screening results"
  domain: "Research & Competitive Intel"
  roles: ["Client Onboarding (KYC/AML) Analyst"]
  description: "Condense negative-news and PEP hits into a relevance-ranked summary, discarding false matches by name, DOB and geography."
  inputs: ["screening/search hits", "subject identifiers"]
  outputs: ["adverse-media summary", "true/false match calls"]
  automation: medium
  human_in_loop: approve
  tools: ["sanctions screening tool", "knowledge base"]
  frequency: daily
  trigger: "Summarize the negative news hits on this individual"

- id: summarize-community-flag-trends
  title: "Summarize community flag trends into governance brief"
  domain: "Research & Competitive Intel"
  roles: ["Online community governance specialist"]
  description: "Aggregate community reports and flag patterns into a briefing highlighting emerging governance issues."
  inputs: ["Community report logs", "Flag category data"]
  outputs: ["Governance trend brief"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Data query interface", "Document editor"]
  frequency: weekly
  trigger: "When weekly community flag data is available"

- id: comp-set-rate-shop-summary
  title: "Summarize comp set rate shopping"
  domain: "Research & Competitive Intel"
  roles: ["Hotel Revenue Manager"]
  description: "Aggregate competitor BAR rates by arrival date and room type and flag dates where we sit above or below the comp set."
  inputs: ["rate shopping export", "our published rates", "comp set list"]
  outputs: ["rate positioning summary", "overpriced/undercut flags"]
  automation: high
  human_in_loop: review-before-send
  tools: ["BI tool", "spreadsheet"]
  frequency: daily
  trigger: "Where are we priced vs the comp set this weekend?"

- id: summarize-data-room-red-flags
  title: "Summarize data room documents into red flags"
  domain: "Research & Competitive Intel"
  roles: ["Due Diligence Analyst"]
  description: "Read contracts and financials in a data room and produce a concise red-flag summary by category."
  inputs: ["data room documents", "diligence focus areas"]
  outputs: ["red-flag summary", "follow-up question list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "read these data room files and give me a red-flag summary"

- id: diligence-risk-matrix
  title: "Summarize diligence into a risk matrix"
  domain: "Research & Competitive Intel"
  roles: ["Investment Committee Memo Preparer"]
  description: "Condense legal, financial and commercial diligence findings into a structured risk-and-mitigant matrix."
  inputs: ["Diligence reports", "Risk matrix template"]
  outputs: ["Risk-and-mitigant matrix"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Document parser", "Document editor"]
  frequency: ad-hoc
  trigger: "Once diligence reports are received"

- id: earnings-annual-report-summary
  title: "Summarize earnings call and annual report"
  domain: "Research & Competitive Intel"
  roles: ["Strategy Analyst", "Financial Analyst"]
  description: "Extract a competitor's strategy signals, financial highlights, guidance, and risk language from their earnings call and annual report."
  inputs: ["earnings call transcript", "annual report/10-K", "investor presentation"]
  outputs: ["executive summary", "strategy and guidance highlights", "notable quotes with citations"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs", "web"]
  frequency: quarterly
  trigger: "summarize this competitor's latest earnings call and flag any strategy shifts"

- id: summarize-funding-opportunities
  title: "Summarize funding opportunities"
  domain: "Research & Competitive Intel"
  roles: ["Research Administrator"]
  description: "Scan funder announcements and match them to faculty research areas, summarizing eligibility, deadlines, and award size."
  inputs: ["funding opportunity announcements", "faculty research interest profiles"]
  outputs: ["ranked matched opportunities", "one-line summary per grant"]
  automation: high
  human_in_loop: spot-check
  tools: ["knowledge base", "docs", "email"]
  frequency: weekly
  trigger: "find grant opportunities matching these faculty research areas and summarize each"

- id: summarize-legislation-into-brief
  title: "Summarize legislation into plain-language brief"
  domain: "Research & Competitive Intel"
  roles: ["Policy Analyst"]
  description: "Condense a bill or regulation into key provisions, affected parties, and likely impacts."
  inputs: ["bill/regulation text", "scope question"]
  outputs: ["plain-language summary brief"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs"]
  frequency: ad-hoc
  trigger: "summarize this bill and explain who it affects"

- id: summarize-literature-for-cer
  title: "Summarize literature for clinical evaluation or publication"
  domain: "Research & Competitive Intel"
  roles: ["Medical Writer (Medical Affairs)"]
  description: "Extract and synthesize endpoints, populations, and findings from selected papers into a structured evidence summary and table."
  inputs: ["selected journal articles", "evidence table template"]
  outputs: ["structured literature summary", "evidence table"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Summarize these papers for the CER literature section"

- id: summarize-new-grant-funding-opportunities
  title: "Summarize new grant funding opportunities"
  domain: "Research & Competitive Intel"
  roles: ["Grants Management Specialist"]
  description: "Scan published funding announcements and produce a brief on eligibility, deadlines, and match requirements."
  inputs: ["funding announcement documents", "agency priorities/eligibility profile"]
  outputs: ["opportunity summary brief"]
  automation: high
  human_in_loop: spot-check
  tools: ["web search", "knowledge base", "spreadsheet"]
  frequency: weekly
  trigger: "find grants we're eligible for this quarter"

- id: regulatory-docket-monitoring
  title: "Summarize new regulatory dockets affecting tariffs"
  domain: "Research & Competitive Intel"
  roles: ["Regulatory tariff-filing specialist"]
  description: "Monitor regulator dockets and bulletins and summarize rulemakings that touch our tariffs or service rules."
  inputs: ["regulator docket feeds", "bulletin postings", "tariff scope list"]
  outputs: ["relevant-docket digest", "impact notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["regulatory docket portal", "document editor"]
  frequency: weekly
  trigger: "during the weekly regulatory scan"

- id: summarize-guidance-sop-impact
  title: "Summarize new regulatory guidance and map to internal SOPs"
  domain: "Research & Competitive Intel"
  roles: ["Regulatory Affairs Specialist"]
  description: "Summarize a newly published health-authority guidance and identify which internal SOPs or processes it impacts."
  inputs: ["new regulatory guidance document", "SOP register"]
  outputs: ["guidance summary", "impacted-SOP list with rationale"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "document management system"]
  frequency: monthly
  trigger: "Summarize this new FDA guidance and tell me which SOPs it affects"

- id: code-summarize-property-violation-history
  title: "Summarize property violation history"
  domain: "Research & Competitive Intel"
  roles: ["Code-enforcement case coordinator"]
  description: "Pull prior violations and ownership for a parcel and summarize repeat-offender patterns for the case file."
  inputs: ["Parcel or address", "Violation database"]
  outputs: ["Property history summary"]
  automation: medium
  human_in_loop: spot-check
  tools: ["records database", "GIS lookup"]
  frequency: ad-hoc
  trigger: "A coordinator opens a new case on a property"

- id: summarize-proposed-legislation-and-policy-impact
  title: "Summarize proposed legislation and policy impact"
  domain: "Research & Competitive Intel"
  roles: ["Policy Analyst"]
  description: "Read a bill or proposed rule and produce a plain-language summary with key changes and affected stakeholders."
  inputs: ["bill text or regulatory notice", "stakeholder context"]
  outputs: ["policy brief / summary memo"]
  automation: high
  human_in_loop: review-before-send
  tools: ["web search", "knowledge base", "document management"]
  frequency: weekly
  trigger: "summarize what this bill changes and who it affects"

- id: summarize-stakeholder-feedback
  title: "Summarize public comments and stakeholder feedback"
  domain: "Research & Competitive Intel"
  roles: ["Policy Analyst"]
  description: "Cluster and theme large volumes of public comments into key positions, frequency, and notable quotes."
  inputs: ["public comment exports", "survey responses"]
  outputs: ["themed feedback summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "docs"]
  frequency: ad-hoc
  trigger: "theme these public comments into a summary of positions"

- id: regulatory-bulletin-impact-summary
  title: "Summarize regulatory bulletins affecting held permits"
  domain: "Research & Competitive Intel"
  roles: ["Cannabis licensing & permit administrator"]
  description: "Scan state agency bulletins for rule changes touching current license types and summarize the operational impact."
  inputs: ["Regulatory bulletin feeds", "Held permit list"]
  outputs: ["Impact summary", "Action-item list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["web research tool", "document editor"]
  frequency: weekly
  trigger: "A new regulatory bulletin is published"

- id: summarize-survey-open-ends
  title: "Summarize survey open-ends into themes"
  domain: "Research & Competitive Intel"
  roles: ["Market Research Analyst"]
  description: "Cluster open-ended survey responses into themes with frequency counts and representative verbatim quotes."
  inputs: ["survey response export", "research questions"]
  outputs: ["theme summary", "representative quotes"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "survey tool"]
  frequency: ad-hoc
  trigger: "cluster these open-ended survey answers into themes with quotes"

- id: analyst-report-synthesis
  title: "Synthesize analyst reports"
  domain: "Research & Competitive Intel"
  roles: ["Strategy Analyst", "Product Marketing Manager"]
  description: "Distill industry analyst reports into vendor positioning, our placement, evaluation criteria, and quotable findings."
  inputs: ["analyst report PDFs", "vendor placement data", "evaluation criteria"]
  outputs: ["synthesis brief", "positioning takeaways", "quotable stats"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs", "web"]
  frequency: ad-hoc
  trigger: "pull the key takeaways and where we land from these analyst reports"

- id: expert-interview-synthesis
  title: "Synthesize expert and customer interviews"
  domain: "Research & Competitive Intel"
  roles: ["Market Research Analyst", "Strategy Analyst"]
  description: "Turn a batch of interview transcripts into themed findings, supporting quotes, and open questions for a research deliverable."
  inputs: ["interview transcripts", "research questions", "discussion guide"]
  outputs: ["themed findings", "representative quotes", "gaps for follow-up"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "synthesize these five expert interviews into themes with supporting quotes"

- id: win-loss-analysis-synthesis
  title: "Synthesize win/loss analysis"
  domain: "Research & Competitive Intel"
  roles: ["Competitive Intelligence Analyst", "Product Marketing Manager"]
  description: "Aggregate closed-deal notes and interview transcripts into recurring win and loss themes by competitor, segment, and deal stage."
  inputs: ["CRM closed-deal notes", "win/loss interview transcripts", "deal metadata"]
  outputs: ["themes report", "competitor-by-reason matrix", "recommended actions"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "docs", "spreadsheet"]
  frequency: quarterly
  trigger: "synthesize these win/loss interviews into top reasons we win and lose against each competitor"

- id: tabulate-survey-results
  title: "Tabulate and summarize survey results"
  domain: "Research & Competitive Intel"
  roles: ["Market Researcher", "Data Analyst", "Business Analyst"]
  description: "Take raw survey responses and produce topline frequencies, cross-tabs, and a narrative summary of findings."
  inputs: ["survey response export (spreadsheet/CSV)", "question list"]
  outputs: ["topline summary", "key findings narrative", "chart/table spec"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "BI tool", "docs"]
  frequency: ad-hoc
  trigger: "summarize these survey responses into topline findings and crosstabs"

- id: fund-flow-trace
  title: "Trace fund flows across hops and bridges"
  domain: "Research & Competitive Intel"
  roles: ["Blockchain forensics investigations associate"]
  description: "Follow funds across hops, bridges, and mixers and produce an annotated transaction-graph summary."
  inputs: ["starting address", "transaction graph", "bridge and mixer heuristics"]
  outputs: ["annotated trace summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["blockchain analytics tool", "graphing tool"]
  frequency: ad-hoc
  trigger: "when an investigation is opened on a wallet"

- id: track-competitor-messaging-changes
  title: "Track competitor messaging and website changes"
  domain: "Research & Competitive Intel"
  roles: ["Product Marketing Manager", "Competitive Intelligence Analyst", "Marketing Manager"]
  description: "Compare current and prior snapshots of a competitor's site and flag positioning, pricing, or product changes. Note likely implications of each shift."
  inputs: ["current and previous webpage text/snapshots", "competitor URLs"]
  outputs: ["change log of messaging/positioning shifts with implications"]
  automation: medium
  human_in_loop: spot-check
  tools: ["docs", "spreadsheet", "knowledge base"]
  frequency: monthly
  trigger: "diff these two versions of the competitor homepage and tell me what changed"

- id: fieldwork-quota-status-update
  title: "Track fieldwork quotas and draft the daily field status update"
  domain: "Research & Competitive Intel"
  roles: ["Research panel & fieldwork coordinator"]
  description: "Tally completes against quota cells and draft a status update flagging cells at risk of under-filling."
  inputs: ["Live completes data", "Quota plan"]
  outputs: ["Quota status summary", "At-risk cell flags"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "email client"]
  frequency: daily
  trigger: "each day a study is in field"

- id: regional-compliance-change-tracker
  title: "Track regional rating and monetization rule changes"
  domain: "Research & Competitive Intel"
  roles: ["Age-rating & compliance submission specialist"]
  description: "Monitor rating-board and regulator updates on loot boxes, minors' spending, and disclosure rules, then summarize what changed and which titles it affects."
  inputs: ["Regulator/rating-board sources", "Title-by-region matrix", "Prior tracker"]
  outputs: ["Change summary", "Impacted-title flags"]
  automation: low
  human_in_loop: review-before-send
  tools: ["Web research", "Spreadsheet", "Document editor"]
  frequency: monthly
  trigger: "A regulatory bulletin or board update is published"

- id: ci-request-intake-triage
  title: "Triage and route incoming competitive intel requests"
  domain: "Research & Competitive Intel"
  roles: ["CI Analyst", "Research Operations"]
  description: "Classify each new CI request by depth and topic, check whether existing research already answers it, then assign and set an SLA."
  inputs: ["Intake request (ticket or email)", "Existing research index"]
  outputs: ["Classified and routed ticket", "Link to prior research or new-research flag"]
  automation: high
  human_in_loop: spot-check
  tools: ["ticketing", "knowledge base", "email"]
  frequency: daily
  trigger: "Sort the new competitive research requests in the queue."

- id: monitoring-alert-false-positive-triage
  title: "Triage false positives in competitor monitoring alerts"
  domain: "Research & Competitive Intel"
  roles: ["CI Analyst"]
  description: "Filter the raw competitor alert feed, dropping same-name or irrelevant hits, and keep only material items for the digest."
  inputs: ["Raw monitoring alert feed", "Tracked competitor list"]
  outputs: ["Cleaned relevant-alert shortlist", "Suppressed-noise log"]
  automation: high
  human_in_loop: spot-check
  tools: ["email", "spreadsheet", "knowledge base"]
  frequency: daily
  trigger: "Clean up today's competitor alerts and drop the noise."

- id: competitor-claim-source-verification
  title: "Verify sources behind claims in a competitor brief"
  domain: "Research & Competitive Intel"
  roles: ["CI Analyst", "Market Research Analyst"]
  description: "Check every claim in a draft competitor brief has a dated, traceable source; flag stale, single-sourced, or uncited statements."
  inputs: ["Draft competitor brief", "Source and citation list"]
  outputs: ["Annotated brief with source gaps", "List of claims needing corroboration"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Check the sourcing on this competitor brief before it goes out."

- id: aggregate-enforcement-metrics-tables
  title: "Aggregate enforcement actions into report tables"
  domain: "Data & Reporting (BI)"
  roles: ["Transparency report compiler"]
  description: "Roll up enforcement action counts by category, region, and period into the transparency report's data tables."
  inputs: ["Enforcement action logs", "Report table template"]
  outputs: ["Populated metric tables"]
  automation: high
  human_in_loop: spot-check
  tools: ["Data query interface", "Spreadsheet"]
  frequency: quarterly
  trigger: "At the start of each transparency reporting cycle"

- id: ghg-inventory-rollup
  title: "Aggregate fuel and energy data into a GHG inventory"
  domain: "Data & Reporting (BI)"
  roles: ["Emissions reporting specialist"]
  description: "Convert fuel, energy, and process data into CO2e by scope to assemble the periodic greenhouse-gas inventory."
  inputs: ["Fuel and energy records", "Process data", "Conversion factors"]
  outputs: ["GHG inventory by scope", "CO2e totals"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Spreadsheet", "Database"]
  frequency: quarterly
  trigger: "At the close of the GHG reporting period"

- id: rollup-assessment-data-for-program-review
  title: "Aggregate program assessment data for review"
  domain: "Data & Reporting (BI)"
  roles: ["Accreditation Coordinator", "Curriculum Coordinator"]
  description: "Consolidate learning-outcome assessment results into program-review tables with trends and flags."
  inputs: ["outcome assessment scores", "prior-year benchmarks"]
  outputs: ["assessment summary tables", "trend findings"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "BI tool"]
  frequency: quarterly
  trigger: "Roll up this year's assessment data for program review"

- id: analyze-calibration-distributions
  title: "Analyze calibration rating distributions"
  domain: "Data & Reporting (BI)"
  roles: ["Performance Management Specialist"]
  description: "Summarize rating distributions by team and flag outliers or potential bias patterns for calibration."
  inputs: ["Performance ratings data", "Team/demographic groupings"]
  outputs: ["Distribution analysis with flags"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["HRIS", "BI tool", "spreadsheet"]
  frequency: quarterly
  trigger: "show me the rating distribution and any outliers before calibration"

- id: return-reason-quality-analysis
  title: "Analyze return reasons by SKU and flag quality issues"
  domain: "Data & Reporting (BI)"
  roles: ["Returns/RMA Coordinator", "Category Manager"]
  description: "Aggregate return reason codes by SKU to surface high-return products and likely quality or sizing defects."
  inputs: ["returns data with reason codes", "sales volume by SKU"]
  outputs: ["return-rate ranking by SKU", "quality/sizing issue flags"]
  automation: medium
  human_in_loop: spot-check
  tools: ["BI tool", "spreadsheet"]
  frequency: monthly
  trigger: "show which SKUs drive the most returns and why"

- id: analyze-subscriber-churn-cohorts
  title: "Analyze subscriber churn and retention cohorts"
  domain: "Data & Reporting (BI)"
  roles: ["Subscriptions & Circulation Analyst"]
  description: "Build cohort retention curves and churn-driver breakdowns from subscription and billing data."
  inputs: ["subscription/billing export", "cancellation reason codes"]
  outputs: ["cohort retention report", "churn driver summary"]
  automation: medium
  human_in_loop: spot-check
  tools: ["BI tool", "spreadsheet"]
  frequency: monthly
  trigger: "break down churn by cohort for last month"

- id: emission-factor-calculation
  title: "Apply emission factors to activity data for estimates"
  domain: "Data & Reporting (BI)"
  roles: ["Emissions reporting specialist"]
  description: "Multiply throughput, fuel, and usage data by published emission factors to produce pollutant emission estimates."
  inputs: ["Activity/throughput data", "Emission factor tables"]
  outputs: ["Emission estimate table by pollutant"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet"]
  frequency: quarterly
  trigger: "When activity data for the reporting period is finalized"

- id: assemble-management-reporting-pack
  title: "Assemble monthly management reporting pack"
  domain: "Data & Reporting (BI)"
  roles: ["FP&A Analyst"]
  description: "Pull KPIs and financial summaries into the standard board/management deck and draft the highlights slide."
  inputs: ["financial close data", "KPI dashboard exports", "reporting template"]
  outputs: ["populated reporting deck", "executive highlights summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["BI tool", "spreadsheet", "docs"]
  frequency: monthly
  trigger: "build this month's management reporting pack from the close data"

- id: report-subscription-cleanup
  title: "Audit and Clean Scheduled Report Subscriptions"
  domain: "Data & Reporting (BI)"
  roles: ["BI Administrator", "Reporting Analyst", "Data Governance Lead"]
  description: "Review scheduled report distribution lists; remove invalid or departed recipients and flag reports with zero opens over the period for retirement."
  inputs: ["subscription/distribution export", "report open/usage stats", "active-employee roster"]
  outputs: ["cleaned subscription list", "low-usage report flags"]
  automation: medium
  human_in_loop: approve
  tools: ["BI tool", "spreadsheet", "email"]
  frequency: monthly
  trigger: "Clean up the scheduled report subscriptions"

- id: audit-report-inventory
  title: "Audit and rationalize report inventory"
  domain: "Data & Reporting (BI)"
  roles: ["BI Analyst", "Operations Manager"]
  description: "Review a catalog of dashboards/reports with usage data and recommend which to keep, merge, or retire."
  inputs: ["Report catalog list", "Usage/view statistics", "Owner and last-updated info"]
  outputs: ["Consolidation recommendations", "Deprecation candidate list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["BI tool", "spreadsheet", "docs"]
  frequency: quarterly
  trigger: "go through our dashboard list and flag duplicates and unused ones to retire"

- id: audit-product-attribute-completeness
  title: "Audit catalog for missing or inconsistent product attributes"
  domain: "Data & Reporting (BI)"
  roles: ["PLM / Product-Information Administrator"]
  description: "Check product records for missing HS codes, blank fabrication, inconsistent color naming, or empty care fields and list each gap."
  inputs: ["Product catalog export", "Required-attribute and naming rules"]
  outputs: ["Attribute gap report by style", "Inconsistency list with suggested fixes"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "data-quality checker"]
  frequency: weekly
  trigger: "before a catalog publish or season handoff"

- id: audit-pipeline-hygiene
  title: "Audit CRM pipeline hygiene"
  domain: "Data & Reporting (BI)"
  roles: ["Revenue Operations Analyst"]
  description: "Scan open opportunities for stale dates, missing fields, or invalid stages and produce a cleanup list per rep."
  inputs: ["CRM opportunity export", "data hygiene rules"]
  outputs: ["flagged-records list", "rep-level cleanup tasks"]
  automation: high
  human_in_loop: spot-check
  tools: ["CRM", "spreadsheet"]
  frequency: weekly
  trigger: "find the deals with missing or stale data this week"

- id: budget-burn-eac-forecast
  title: "Build a budget burn and estimate-at-completion forecast"
  domain: "Data & Reporting (BI)"
  roles: ["Project Controls Analyst"]
  description: "Trend labor and expense spend against budget and project estimate-at-completion and projected overrun per task."
  inputs: ["project budget", "actual costs to date", "percent-complete"]
  outputs: ["burn chart", "EAC forecast"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "BI/reporting tool"]
  frequency: monthly
  trigger: "PM wants the latest cost-to-complete"

- id: build-kpi-metrics-tree
  title: "Build a KPI framework / metrics tree"
  domain: "Data & Reporting (BI)"
  roles: ["BI Analyst", "Strategy Analyst"]
  description: "Propose a metrics tree linking a team's top-line goal to supporting input metrics and owners."
  inputs: ["Team goals/OKRs", "Available metrics", "Org/ownership context"]
  outputs: ["KPI tree with definitions", "Suggested targets and owners"]
  automation: low
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet", "BI tool"]
  frequency: quarterly
  trigger: "draft a metrics tree connecting our growth goal to the input metrics"

- id: ir-consensus-tracker-2
  title: "Build a sell-side consensus estimates tracker"
  domain: "Data & Reporting (BI)"
  roles: ["Investor Relations Analyst"]
  description: "Aggregate analyst forecasts into a consensus table, computing mean/median and flagging outliers versus company guidance."
  inputs: ["Sell-side analyst notes", "Company guidance ranges", "Prior consensus sheet"]
  outputs: ["Consensus estimates table", "Outlier and gap-to-guidance flags"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "document parser", "data extraction tool"]
  frequency: quarterly
  trigger: "as analyst notes arrive ahead of earnings"

- id: build-carrier-performance-scorecard
  title: "Build carrier performance scorecards"
  domain: "Data & Reporting (BI)"
  roles: ["Carrier-Relations Analyst"]
  description: "Compute on-time %, tender acceptance, claims and cost-per-mile per carrier into a monthly scorecard."
  inputs: ["shipment/tender data", "claims log", "cost data"]
  outputs: ["carrier scorecard", "ranking summary"]
  automation: medium
  human_in_loop: spot-check
  tools: ["BI tool", "spreadsheet"]
  frequency: monthly
  trigger: "Build the monthly carrier scorecard"

- id: build-commodity-position-report
  title: "Build commodity position and inventory report"
  domain: "Data & Reporting (BI)"
  roles: ["Grain merchandiser back-office clerk", "Commodity trade support clerk"]
  description: "Aggregate purchases, sales, and storage into a long/short position and physical inventory summary by commodity."
  inputs: ["purchase and sale contracts", "storage records"]
  outputs: ["position report", "inventory summary"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "trading ledger"]
  frequency: daily
  trigger: "End-of-day position close"

- id: build-engagement-results-summary
  title: "Build engagement results summary vs prior periods"
  domain: "Data & Reporting (BI)"
  roles: ["Employee Engagement Specialist"]
  description: "Compile scores by team and compare against prior cycles and benchmarks into a summary."
  inputs: ["Current survey scores", "Prior-period scores", "Benchmarks"]
  outputs: ["Results summary report"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["BI tool", "spreadsheet"]
  frequency: quarterly
  trigger: "build the engagement results summary for leadership"

- id: loss-development-triangle
  title: "Build loss triangles and development commentary"
  domain: "Data & Reporting (BI)"
  roles: ["Actuarial Analyst"]
  description: "Organize claims data into loss-development triangles and draft commentary on age-to-age development trends."
  inputs: ["Claims transaction data", "Prior triangle"]
  outputs: ["Loss-development triangle", "Development factor commentary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "BI tool"]
  frequency: quarterly
  trigger: "Build the loss triangle and write up the development."

- id: retention-cohort-report
  title: "Build monthly retention and churn cohort report"
  domain: "Data & Reporting (BI)"
  roles: ["Membership retention analyst"]
  description: "Assemble cohort retention curves, monthly churn rate and renewal trends into a recurring report."
  inputs: ["Membership join/cancel dates", "Plan type data", "Prior month report"]
  outputs: ["Cohort retention report", "Churn KPI summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["BI tool", "Spreadsheet"]
  frequency: monthly
  trigger: "At the start of each month for the prior period"

- id: nonconformance-pareto-summary
  title: "Build nonconformance Pareto summary"
  domain: "Data & Reporting (BI)"
  roles: ["Quality & CAPA Coordinator"]
  description: "Aggregate defect logs into a Pareto of top failure modes by part/line and surface emerging recurring defects."
  inputs: ["defect/inspection logs", "failure mode codes", "production volumes"]
  outputs: ["Pareto chart and table", "top recurring failure-mode narrative"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "BI tool", "ERP"]
  frequency: weekly
  trigger: "show top defect drivers for the welding line this week"

- id: build-open-to-buy-worksheet
  title: "Build open-to-buy worksheet by category and month"
  domain: "Data & Reporting (BI)"
  roles: ["Seasonal Buy-Plan Analyst"]
  description: "Calculate open-to-buy by category and month from sales targets, planned markdowns, and projected inventory positions."
  inputs: ["Sales and margin targets", "Markdown plan", "Beginning/ending inventory projections"]
  outputs: ["Open-to-buy worksheet", "Over/under-bought flags by category"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "planning model"]
  frequency: monthly
  trigger: "during seasonal buy planning"

- id: build-portfolio-occupancy-and-noi-dashboard
  title: "Build portfolio occupancy and NOI dashboard"
  domain: "Data & Reporting (BI)"
  roles: ["Real Estate Portfolio Analyst"]
  description: "Aggregate property data into a dashboard showing occupancy, NOI, and lease expirations across the portfolio."
  inputs: ["rent rolls", "operating statements"]
  outputs: ["portfolio dashboard", "KPI summary"]
  automation: medium
  human_in_loop: spot-check
  tools: ["BI tool", "spreadsheet"]
  frequency: monthly
  trigger: "Build me the portfolio KPI dashboard"

- id: recall-completion-compliance-report
  title: "Build recall campaign completion report"
  domain: "Data & Reporting (BI)"
  roles: ["Recall and service-campaign coordinator"]
  description: "Track recall completion rates by campaign and compile the OEM compliance reporting summary."
  inputs: ["Campaign repair orders", "Affected-VIN list"]
  outputs: ["Completion-rate report", "Open-VIN follow-up list"]
  automation: high
  human_in_loop: spot-check
  tools: ["Spreadsheet", "BI dashboard"]
  frequency: monthly
  trigger: "at month-end campaign reporting"

- id: vendor-tat-scorecard
  title: "Build repair vendor turn-time scorecards against SLA"
  domain: "Data & Reporting (BI)"
  roles: ["Component Repair & Warranty Administrator"]
  description: "Reconcile repair vendor turnaround times against SLA targets and compile a periodic vendor performance scorecard."
  inputs: ["Repair-order history", "SLA targets"]
  outputs: ["Vendor TAT scorecard", "Out-of-SLA exception list"]
  automation: high
  human_in_loop: spot-check
  tools: ["Inventory/ERP system", "Spreadsheet", "Dashboard tool"]
  frequency: monthly
  trigger: "the monthly vendor review"

- id: same-store-sales-comparison
  title: "Build same-store sales comparison across units"
  domain: "Data & Reporting (BI)"
  roles: ["Multi-unit operations analyst"]
  description: "Aggregate per-unit sales and compute same-store/comp growth week-over-week and year-over-year."
  inputs: ["per-unit daily sales exports", "prior-period figures"]
  outputs: ["same-store sales comparison report"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "BI dashboard"]
  frequency: weekly
  trigger: "Every Monday before the weekly ops review"

- id: store-performance-scorecard
  title: "Build store performance scorecards"
  domain: "Data & Reporting (BI)"
  roles: ["Store Operations Analyst"]
  description: "Compile per-store scorecards on sales, conversion, labor and compliance against targets with ranked outliers."
  inputs: ["store sales/traffic data", "labor and compliance metrics", "targets"]
  outputs: ["per-store scorecard", "outlier and watchlist summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["BI tool", "spreadsheet", "POS"]
  frequency: weekly
  trigger: "build this week's store scorecards and flag the underperformers"

- id: reinvestment-theo-calculation
  title: "Calculate player reinvestment offers from theoretical loss"
  domain: "Data & Reporting (BI)"
  roles: ["Player reinvestment & loyalty analyst"]
  description: "Compute comp and free-play offers per patron from theoretical loss and tier reinvestment rules."
  inputs: ["Player tracked-play data", "Reinvestment rule table"]
  outputs: ["Offer value per patron"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "BI tool"]
  frequency: weekly
  trigger: "Weekly reinvestment cycle begins"

- id: chapter-performance-scorecard
  title: "Chapter performance scorecard compilation"
  domain: "Data & Reporting (BI)"
  roles: ["Chapter Relations Manager"]
  description: "Roll up membership growth, event activity, and dues across chapters into a comparative scorecard."
  inputs: ["chapter membership data", "event logs", "dues data"]
  outputs: ["chapter scorecard"]
  automation: medium
  human_in_loop: spot-check
  tools: ["BI tool", "spreadsheet"]
  frequency: quarterly
  trigger: "Build the quarterly chapter performance scorecard"

- id: actuarial-data-extract-cleanup
  title: "Clean participant data for actuarial valuation"
  domain: "Data & Reporting (BI)"
  roles: ["Actuarial valuation support analyst"]
  description: "Prepare the valuation data extract: apply decrements, reconcile beginning and ending headcounts, and resolve data anomalies."
  inputs: ["Participant data extract", "Prior valuation data", "Decrement assumptions"]
  outputs: ["Validated valuation dataset", "Reconciliation log"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Spreadsheet", "Recordkeeping system export", "Data validation tool"]
  frequency: quarterly
  trigger: "The annual valuation data cycle begins"

- id: denial-root-cause-clustering
  title: "Cluster denials by root cause and recoverable value"
  domain: "Data & Reporting (BI)"
  roles: ["Denial Management Specialist"]
  description: "Parse a batch of 835/EOB denial codes (CARC/RARC), group by root cause, and rank by recoverable dollars."
  inputs: ["835/EOB remittance file", "denial code reference (CARC/RARC)", "claim register"]
  outputs: ["Root-cause denial summary", "prioritized recovery worklist"]
  automation: high
  human_in_loop: spot-check
  tools: ["practice mgmt", "spreadsheet", "BI tool"]
  frequency: weekly
  trigger: "Break down this week's denials by root cause"

- id: cluster-public-comments-into-themes
  title: "Cluster public comments into themes"
  domain: "Data & Reporting (BI)"
  roles: ["Policy Analyst"]
  description: "Group submitted public comments by theme and sentiment with representative quotes and counts."
  inputs: ["public comment submissions"]
  outputs: ["thematic comment analysis"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "survey tool", "BI tool"]
  frequency: ad-hoc
  trigger: "categorize the public comments on the zoning rule"

- id: warranty-failure-mode-coding
  title: "Code warranty claims to failure modes"
  domain: "Data & Reporting (BI)"
  roles: ["Warranty Claims Analyst"]
  description: "Map free-text claim/complaint descriptions to standardized defect and failure-mode codes for trend analysis."
  inputs: ["claim narrative/complaint text", "failure-mode code list", "part identifiers"]
  outputs: ["coded claim records", "uncertain cases flagged for review"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "CRM", "BI tool"]
  frequency: daily
  trigger: "assign failure-mode codes to this week's warranty claims"

- id: portco-kpi-collection
  title: "Collect and load portfolio company KPIs"
  domain: "Data & Reporting (BI)"
  roles: ["Portfolio Monitoring Analyst"]
  description: "Pull quarterly financials and KPIs from portfolio reporting packs and populate the monitoring template."
  inputs: ["Portfolio company reporting packs", "Monitoring template"]
  outputs: ["Updated KPI dataset", "Data-gap list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Document parser"]
  frequency: quarterly
  trigger: "When portfolio companies submit quarterly numbers"

- id: spectrum-holdings-inventory-report
  title: "Compile a spectrum-holdings inventory report"
  domain: "Data & Reporting (BI)"
  roles: ["Spectrum & license administrator"]
  description: "Assemble call signs, frequencies, coverage areas, and expirations into a license-holdings report for compliance review."
  inputs: ["license records", "coverage/geographic data"]
  outputs: ["holdings inventory report"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["license database", "spreadsheet", "reporting tool"]
  frequency: quarterly
  trigger: "ahead of the quarterly compliance review"

- id: compile-admissions-funnel-report
  title: "Compile admissions funnel report"
  domain: "Data & Reporting (BI)"
  roles: ["Admissions Officer"]
  description: "Summarize applicant pipeline metrics like applications, admits, and yield by segment for leadership."
  inputs: ["application status export", "prior-cycle benchmarks"]
  outputs: ["funnel summary with charts", "segment yield comparison"]
  automation: high
  human_in_loop: spot-check
  tools: ["BI tool", "spreadsheet", "docs"]
  frequency: weekly
  trigger: "build an admissions funnel report showing applications, admits, and yield by program"

- id: turnaround-milestone-variance-report
  title: "Compile aircraft turnaround milestone variance report"
  domain: "Data & Reporting (BI)"
  roles: ["Airport Operations Coordinator"]
  description: "Compare actual turnaround milestone times against targets and flag delay-prone turns and recurring bottlenecks by stand."
  inputs: ["turnaround milestone timestamps", "target turnaround times"]
  outputs: ["variance report", "flagged delay risks"]
  automation: high
  human_in_loop: spot-check
  tools: ["BI tool", "spreadsheet"]
  frequency: daily
  trigger: "show yesterday's turnaround delays vs target"

- id: bi-access-recertification-packet
  title: "Compile BI workspace access recertification packet"
  domain: "Data & Reporting (BI)"
  roles: ["Data Governance Lead", "BI Administrator", "Analytics Manager"]
  description: "Pull current access by workspace, cross-check against the active-employee roster, flag departed or stale users and assemble a revocation list for sign-off."
  inputs: ["BI tool access export", "HR active-employee roster", "prior recertification record"]
  outputs: ["access recertification packet", "proposed revocation list"]
  automation: medium
  human_in_loop: sign-off
  tools: ["BI tool", "spreadsheet", "HR system"]
  frequency: quarterly
  trigger: "Prep the quarterly BI access recertification"

- id: compile-comparable-sales-analysis-for-a-parcel
  title: "Compile comparable sales analysis for a parcel"
  domain: "Data & Reporting (BI)"
  roles: ["Property Tax Assessment Analyst"]
  description: "Pull and rank comparable sales for a property and summarize the value indicators."
  inputs: ["parcel details", "sales database"]
  outputs: ["comparable sales summary"]
  automation: medium
  human_in_loop: spot-check
  tools: ["BI tool", "spreadsheet", "database"]
  frequency: weekly
  trigger: "find comps for 123 Main Street"

- id: daily-pickup-pace-report
  title: "Compile daily pickup and pace report"
  domain: "Data & Reporting (BI)"
  roles: ["Hotel Revenue Manager"]
  description: "Pull on-the-books room nights and ADR by arrival date, compare to same-time-last-year and forecast, and summarize pace movement."
  inputs: ["PMS occupancy/pace export", "prior-year (STLY) pace data", "demand forecast"]
  outputs: ["pickup and pace report", "pace commentary"]
  automation: high
  human_in_loop: spot-check
  tools: ["PMS", "spreadsheet", "BI tool"]
  frequency: daily
  trigger: "Build today's pickup and pace report vs last year"

- id: vessel-ops-daily-position-report
  title: "Compile daily vessel position and ETA report"
  domain: "Data & Reporting (BI)"
  roles: ["Vessel operations coordinator"]
  description: "Pull noon reports and port schedules into a fleet position and ETA summary for charterers and principals."
  inputs: ["vessel noon reports", "port rotation schedule"]
  outputs: ["daily position and ETA report"]
  automation: high
  human_in_loop: spot-check
  tools: ["email", "spreadsheet", "document editor"]
  frequency: daily
  trigger: "Time for the morning fleet position update"

- id: dmr-compilation
  title: "Compile discharge monitoring report from lab results"
  domain: "Data & Reporting (BI)"
  roles: ["Wastewater discharge compliance specialist"]
  description: "Aggregate lab sample results into the required discharge-monitoring parameters, units, and statistical bases for the DMR."
  inputs: ["Lab analytical results", "DMR parameter template", "Flow data"]
  outputs: ["Completed DMR data set"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Database"]
  frequency: monthly
  trigger: "When the monthly lab results arrive for the outfall"

- id: compile-regulatory-hr-report
  title: "Compile HR compliance data into a regulatory report"
  domain: "Data & Reporting (BI)"
  roles: ["HR Compliance Specialist"]
  description: "Populate a regulatory report template (e.g., EEO/labor) from HR system data and validate totals."
  inputs: ["HR workforce data", "Report template"]
  outputs: ["Draft regulatory report"]
  automation: medium
  human_in_loop: approve
  tools: ["HRIS", "spreadsheet", "BI tool"]
  frequency: quarterly
  trigger: "compile the EEO report from our headcount data"

- id: compile-cdi-metrics-report
  title: "Compile monthly CDI performance metrics"
  domain: "Data & Reporting (BI)"
  roles: ["Clinical Documentation Improvement (CDI) Specialist"]
  description: "Aggregate query rate, response rate and case mix index into a monthly CDI report."
  inputs: ["Query log", "Case mix data", "Prior-period figures"]
  outputs: ["CDI metrics report", "Trend commentary"]
  automation: high
  human_in_loop: spot-check
  tools: ["BI tool", "spreadsheet"]
  frequency: monthly
  trigger: "Pull together this month's CDI metrics report"

- id: compile-returns-trend-report
  title: "Compile monthly returns trend report by reason and product"
  domain: "Data & Reporting (BI)"
  roles: ["Reverse Logistics Coordinator"]
  description: "Aggregate returns by reason, product, and supplier and highlight rising defect or quality patterns."
  inputs: ["coded returns dataset", "prior-period baseline"]
  outputs: ["returns trend report", "top recurring issues callout"]
  automation: high
  human_in_loop: spot-check
  tools: ["BI tool", "spreadsheet"]
  frequency: monthly
  trigger: "build this month's returns trend report"

- id: offer-ab-test-readout
  title: "Compile offer and bundle A/B test readout"
  domain: "Data & Reporting (BI)"
  roles: ["Monetization & store-ops analyst"]
  description: "Summarize conversion, ARPPU, and take-rate by variant for a store offer test, call the winner against the guardrails, and draft the rollout recommendation."
  inputs: ["A/B test metrics export", "Test design doc", "Decision guardrails"]
  outputs: ["Test readout", "Rollout recommendation"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "BI dashboard export", "Document editor"]
  frequency: ad-hoc
  trigger: "A store offer experiment reaches significance"

- id: per-capita-remittance-report
  title: "Compile per-capita report for the parent body"
  domain: "Data & Reporting (BI)"
  roles: ["Union dues and benefits administrator"]
  description: "Tally active member counts by category and produce the per-capita remittance report to the international."
  inputs: ["membership counts", "per-capita rates"]
  outputs: ["per-capita report"]
  automation: high
  human_in_loop: approve
  tools: ["spreadsheet", "membership system"]
  frequency: monthly
  trigger: "Month-end per-capita filing is due"

- id: live-ops-event-recap
  title: "Compile post-event performance recap"
  domain: "Data & Reporting (BI)"
  roles: ["Live-ops coordinator"]
  description: "Pull participation, completion, and reward-claim metrics for a finished event and assemble a one-page recap with deltas vs the prior comparable event."
  inputs: ["Event analytics export", "Prior event baselines", "Recap template"]
  outputs: ["Event recap one-pager", "Highlight callouts"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Spreadsheet", "BI dashboard export", "Document editor"]
  frequency: weekly
  trigger: "A live event has just ended"

- id: production-schedule-adherence-report
  title: "Compile production schedule adherence report"
  domain: "Data & Reporting (BI)"
  roles: ["Production Planner / Scheduler"]
  description: "Compare planned vs actual output by line/work center, compute attainment %, and flag the largest shortfalls."
  inputs: ["MPS/scheduled quantities by work center", "actual production counts", "downtime/scrap log"]
  outputs: ["schedule attainment report", "ranked variance list with likely causes"]
  automation: medium
  human_in_loop: spot-check
  tools: ["ERP", "spreadsheet", "BI tool"]
  frequency: daily
  trigger: "build yesterday's schedule attainment report by line"

- id: compile-program-review-report
  title: "Compile program review report"
  domain: "Data & Reporting (BI)"
  roles: ["Academic Program Coordinator"]
  description: "Assemble enrollment, completion, and outcome metrics into the annual program review narrative with charts and commentary."
  inputs: ["enrollment data export", "course evaluation summaries", "prior-year report template"]
  outputs: ["draft program review document", "summary tables and charts"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "BI tool", "docs"]
  frequency: monthly
  trigger: "turn these enrollment and evaluation exports into our annual program review draft"

- id: proof-of-reserves-snapshot
  title: "Compile proof-of-reserves snapshot"
  domain: "Data & Reporting (BI)"
  roles: ["Treasury reconciliation analyst"]
  description: "Aggregate multi-chain asset balances against the liabilities ledger into a daily reserves summary."
  inputs: ["multi-chain balances", "liabilities ledger"]
  outputs: ["assets-vs-liabilities snapshot summary"]
  automation: medium
  human_in_loop: sign-off
  tools: ["blockchain explorer", "BI tool"]
  frequency: daily
  trigger: "when the daily reserves report is due"

- id: compile-recurring-kpi-digest-email
  title: "Compile recurring KPI digest email"
  domain: "Data & Reporting (BI)"
  roles: ["BI Analyst", "Data Analyst"]
  description: "Pull the latest figures and assemble a short stakeholder email with key metrics, period-over-period deltas, and one-line callouts. Recurring numbers push, not a full narrative."
  inputs: ["latest metric values / data export", "prior period figures", "distribution list"]
  outputs: ["formatted digest email draft"]
  automation: high
  human_in_loop: review-before-send
  tools: ["BI tool", "spreadsheet", "email"]
  frequency: weekly
  trigger: "draft this week's metrics email from the latest dashboard numbers"

- id: rg-program-metrics-report
  title: "Compile responsible-gaming program metrics for the regulator"
  domain: "Data & Reporting (BI)"
  roles: ["Responsible-gaming case coordinator"]
  description: "Aggregate self-exclusion, intervention, and training figures into the regulator's reporting template."
  inputs: ["Case logs", "Self-exclusion stats", "Training records"]
  outputs: ["Regulator metrics report"]
  automation: medium
  human_in_loop: sign-off
  tools: ["BI tool", "document editor"]
  frequency: quarterly
  trigger: "Quarterly regulator report is due"

- id: service-utilization-funder-report
  title: "Compile service utilization reports for funders"
  domain: "Data & Reporting (BI)"
  roles: ["Care plan & scheduling coordinator", "Service authorization & billing clerk"]
  description: "Aggregate service delivery and outcome data into the funder's required reporting format with summary metrics and narrative."
  inputs: ["Service delivery data", "Outcome data", "Funder report format"]
  outputs: ["Draft utilization report", "Summary metrics"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "reporting tool", "case management system"]
  frequency: quarterly
  trigger: "when a funder reporting period closes"

- id: supplier-quality-scorecard-brief
  title: "Compile supplier quality scorecard brief"
  domain: "Data & Reporting (BI)"
  roles: ["Supplier Quality Coordinator"]
  description: "Roll up supplier PPM, on-time delivery, and SCAR closure into a scorecard brief for the quarterly business review."
  inputs: ["defect/PPM data", "delivery performance data", "open/closed SCAR log"]
  outputs: ["supplier scorecard brief", "watchlist of underperforming suppliers"]
  automation: medium
  human_in_loop: spot-check
  tools: ["ERP", "spreadsheet", "BI tool"]
  frequency: quarterly
  trigger: "build the quarterly supplier quality scorecard"

- id: aog-daily-status-report
  title: "Compile the daily AOG status report"
  domain: "Data & Reporting (BI)"
  roles: ["AOG & Parts Logistics Coordinator"]
  description: "Aggregate open AOG events with part ETAs and event aging into a daily stakeholder status summary with escalation flags."
  inputs: ["Open AOG event log", "Purchase order / shipment tracking"]
  outputs: ["Daily AOG status report", "Aging/escalation list"]
  automation: high
  human_in_loop: none
  tools: ["Inventory/ERP system", "Spreadsheet", "Dashboard tool"]
  frequency: daily
  trigger: "the start-of-day AOG standup"

- id: volunteer-hours-log
  title: "Compile volunteer hours for recognition and grants"
  domain: "Data & Reporting (BI)"
  roles: ["Volunteer scheduling coordinator"]
  description: "Total logged volunteer hours by person and program for recognition awards and grant reporting."
  inputs: ["shift check-in logs", "program codes"]
  outputs: ["volunteer hours summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "scheduling tool"]
  frequency: monthly
  trigger: "Grant report needs volunteer hours"

- id: weekly-standings-results-recap
  title: "Compile weekly standings and results recap from score sheets"
  domain: "Data & Reporting (BI)"
  roles: ["League & club operations coordinator"]
  description: "Aggregate submitted match score sheets into updated standings, goal differentials and a short results recap."
  inputs: ["Submitted match score sheets", "Prior standings table", "Tiebreaker rules"]
  outputs: ["Updated standings table", "Results recap summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Document editor"]
  frequency: weekly
  trigger: "After the weekend's matches are played and scores submitted"

- id: ts-trends-report
  title: "Compile weekly trust and safety trends report"
  domain: "Data & Reporting (BI)"
  roles: ["Trust & Safety Analyst"]
  description: "Categorize report volumes and surface emerging abuse patterns and policy gaps for review."
  inputs: ["Moderation queue data", "Policy taxonomy"]
  outputs: ["Trends report"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Dashboard", "Moderation queue"]
  frequency: weekly
  trigger: "every Monday morning"

- id: compile-warehouse-kpi-report
  title: "Compile weekly warehouse KPI report"
  domain: "Data & Reporting (BI)"
  roles: ["Warehouse Operations Analyst"]
  description: "Assemble throughput, pick accuracy, and dock-to-stock metrics into a weekly KPI report with trend callouts."
  inputs: ["WMS activity data", "prior-week baseline", "KPI targets"]
  outputs: ["weekly KPI report", "trend and exception callouts"]
  automation: high
  human_in_loop: spot-check
  tools: ["BI tool", "spreadsheet"]
  frequency: weekly
  trigger: "put together this week's warehouse KPI report"

- id: chapter-activity-rollup
  title: "Consolidate chapter activity reports into a rollup"
  domain: "Data & Reporting (BI)"
  roles: ["Chapter relations coordinator"]
  description: "Merge local chapter activity submissions into a national dashboard with trends and outliers."
  inputs: ["chapter activity reports", "rollup template"]
  outputs: ["national rollup dashboard"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "BI tool"]
  frequency: quarterly
  trigger: "Quarterly chapter reports are in"

- id: cross-platform-campaign-report
  title: "Consolidate cross-platform metrics into the weekly campaign report"
  domain: "Data & Reporting (BI)"
  roles: ["Campaign performance reporter"]
  description: "Pull spend, impressions, clicks and conversions from each ad platform into a unified, normalized weekly report."
  inputs: ["Platform metric exports", "Campaign taxonomy/naming map"]
  outputs: ["Unified weekly performance report"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "BI dashboard", "data connector"]
  frequency: weekly
  trigger: "every Monday for the prior week"

- id: verify-linesheet-prices-deliveries
  title: "Cross-check line-sheet prices and delivery windows"
  domain: "Data & Reporting (BI)"
  roles: ["Line-Sheet & Lookbook Producer", "Wholesale Order Coordinator"]
  description: "Compare every price and delivery date on the line sheet against the master price list and calendar before distribution."
  inputs: ["Draft line sheet", "Master price list", "Master delivery calendar"]
  outputs: ["Discrepancy report", "Sign-off-ready corrected line sheet"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "comparison tool"]
  frequency: quarterly
  trigger: "before sending line sheets to accounts"

- id: day-ahead-power-price-recap
  title: "Day-ahead wholesale power price recap"
  domain: "Data & Reporting (BI)"
  roles: ["Energy Markets Analyst"]
  description: "Summarize day-ahead and real-time locational price moves across zones/nodes and flag anomalies vs the prior forecast."
  inputs: ["market price feed export", "prior-day price forecast", "zone/node list"]
  outputs: ["price recap brief", "anomaly flag list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "BI tool", "email"]
  frequency: daily
  trigger: "Write up yesterday's power price recap"

- id: dedupe-and-clean-contact-list
  title: "De-duplicate and clean a contact list"
  domain: "Data & Reporting (BI)"
  roles: ["Knowledge Worker", "Office Manager", "Sales Representative"]
  description: "Merge duplicate records, standardize names and companies, and fix phone and email formatting."
  inputs: ["contact export or CRM list"]
  outputs: ["de-duplicated list", "standardized fields"]
  automation: high
  human_in_loop: spot-check
  tools: ["CRM", "spreadsheet"]
  frequency: monthly
  trigger: "Clean up and merge the duplicates in this contact export"

- id: delinquency-segmentation-next-best-action
  title: "Delinquency segmentation and next-best-action bucketing"
  domain: "Data & Reporting (BI)"
  roles: ["Collections Specialist"]
  description: "Segment delinquent accounts by balance, days-past-due and risk, and recommend a treatment bucket and next-best-action per group."
  inputs: ["delinquency report", "account risk data", "treatment matrix"]
  outputs: ["segmented account list", "recommended actions"]
  automation: medium
  human_in_loop: spot-check
  tools: ["BI tool", "spreadsheet"]
  frequency: weekly
  trigger: "Segment the delinquent book and suggest next actions"

- id: dr-event-performance-summary
  title: "Demand response event performance summary"
  domain: "Data & Reporting (BI)"
  roles: ["Demand Response Program Coordinator"]
  description: "Summarize a demand response event vs enrolled curtailment and compute per-participant compliance."
  inputs: ["event interval load data", "enrollment/curtailment targets"]
  outputs: ["event performance summary", "participant compliance table"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "BI tool"]
  frequency: ad-hoc
  trigger: "Summarize how yesterday's DR event performed"

- id: split-conflict-detection
  title: "Detect missing or conflicting writer split data"
  domain: "Data & Reporting (BI)"
  roles: ["Music publishing administrator"]
  description: "Scan catalog entries for splits that fail to total 100 percent, missing IPIs, or conflicting claims before registration."
  inputs: ["Catalog split data"]
  outputs: ["Exception list of split conflicts"]
  automation: high
  human_in_loop: spot-check
  tools: ["database", "data validation tool"]
  frequency: weekly
  trigger: "before submitting a registration batch"

- id: gaming-structuring-detection
  title: "Detect structuring patterns across the gaming day"
  domain: "Data & Reporting (BI)"
  roles: ["Gaming AML/compliance analyst"]
  description: "Aggregate multiple sub-threshold transactions by patron to surface possible structuring for SAR review."
  inputs: ["Transaction logs"]
  outputs: ["Structuring alert list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["BI tool", "spreadsheet"]
  frequency: daily
  trigger: "Gaming day closes"

- id: term-consistency-check
  title: "Detect terminology inconsistencies across a doc set"
  domain: "Data & Reporting (BI)"
  roles: ["Terminology and glossary manager", "Technical documentation coordinator"]
  description: "Find places where one concept is named with different terms across documents and produce a normalization list."
  inputs: ["Document set", "Approved glossary"]
  outputs: ["Inconsistency report", "Normalization recommendations"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Text-comparison tool", "Spreadsheet"]
  frequency: monthly
  trigger: "Before a documentation release"

- id: document-data-quality-rules
  title: "Document data quality rules"
  domain: "Data & Reporting (BI)"
  roles: ["Data Steward"]
  description: "Draft business-readable data quality rules and validation criteria for a dataset, covering completeness, format, and consistency expectations."
  inputs: ["dataset description", "known issues", "business expectations"]
  outputs: ["data quality rule set", "severity and owner per rule"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "docs"]
  frequency: ad-hoc
  trigger: "document the data quality rules we should enforce on the customer table"

- id: document-metric-methodology
  title: "Document metric calculation methodology"
  domain: "Data & Reporting (BI)"
  roles: ["BI Analyst", "Financial Analyst"]
  description: "Write the methodology behind a metric in plain language: numerator, denominator, inclusions/exclusions, and edge cases."
  inputs: ["Calculation logic description", "Edge-case rules", "Owner and review notes"]
  outputs: ["Methodology document", "Assumptions and caveats section"]
  automation: medium
  human_in_loop: approve
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "document how we calculate net revenue retention including the edge cases"

- id: draft-data-dictionary
  title: "Draft a business data dictionary"
  domain: "Data & Reporting (BI)"
  roles: ["Data Steward"]
  description: "Write plain-language definitions, owners, and allowed values for dataset fields to create a business glossary, not technical schema."
  inputs: ["field list or schema", "sample values", "SME context"]
  outputs: ["data dictionary", "list of undefined fields"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "knowledge base", "BI tool"]
  frequency: ad-hoc
  trigger: "write business definitions for the fields in this dataset"

- id: draft-campaign-optimization-recs
  title: "Draft campaign optimization recommendations from pacing data"
  domain: "Data & Reporting (BI)"
  roles: ["Programmatic Campaign Analyst", "Media Planner"]
  description: "Recommend which segments, creatives or placements to pause, scale or rebudget based on performance and pacing."
  inputs: ["Performance and pacing data", "KPI targets", "Budget remaining"]
  outputs: ["Prioritized optimization recommendations", "Expected impact rationale"]
  automation: medium
  human_in_loop: approve
  tools: ["BI tool", "spreadsheet"]
  frequency: weekly
  trigger: "What should we optimize on this campaign this week?"

- id: draft-dashboard-release-notes
  title: "Draft dashboard release notes"
  domain: "Data & Reporting (BI)"
  roles: ["BI Analyst", "Data Analyst"]
  description: "Turn a list of dashboard changes into user-facing release notes that explain what changed, why it matters, and any action users must take."
  inputs: ["list of changes / update tickets", "previous version notes"]
  outputs: ["release notes / change log entry"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs", "BI tool", "knowledge base"]
  frequency: ad-hoc
  trigger: "write release notes for the latest sales dashboard update"

- id: maintain-data-dictionary-definitions
  title: "Draft data dictionary and metric definitions"
  domain: "Data & Reporting (BI)"
  roles: ["BI Analyst", "Data Analyst"]
  description: "Write or update clear business definitions for fields and metrics so they are consistent across reports."
  inputs: ["Field/metric list", "Source-system context", "Existing partial definitions"]
  outputs: ["Data dictionary entries", "Glossary of standardized metric names"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base", "spreadsheet"]
  frequency: ad-hoc
  trigger: "write data dictionary definitions for these columns in our sales table"

- id: data-freshness-sla-breach-notice
  title: "Draft data freshness SLA breach notice"
  domain: "Data & Reporting (BI)"
  roles: ["BI Analyst", "Data Operations Analyst", "Reporting Analyst"]
  description: "When a scheduled data load misses its SLA, draft a stakeholder note covering affected reports, business impact and a revised availability ETA."
  inputs: ["load/job status alert", "SLA register", "affected report list"]
  outputs: ["stakeholder delay notice", "incident log entry"]
  automation: high
  human_in_loop: review-before-send
  tools: ["BI tool", "email", "ticketing"]
  frequency: ad-hoc
  trigger: "The nightly sales load is late, draft the delay notice"

- id: draft-data-quality-issue-summary
  title: "Draft data quality issue summary for stakeholders"
  domain: "Data & Reporting (BI)"
  roles: ["BI Analyst", "Data Analyst"]
  description: "Summarize a data quality problem and its reporting impact in plain language for affected stakeholders."
  inputs: ["Anomaly/issue findings", "Affected reports and audiences", "Status and ETA notes"]
  outputs: ["Stakeholder issue summary", "Impact and workaround notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["email", "ticketing", "docs"]
  frequency: ad-hoc
  trigger: "write a heads-up note explaining this data discrepancy and which reports it affects"

- id: draft-data-query-letters
  title: "Draft data query letters from discrepancies"
  domain: "Data & Reporting (BI)"
  roles: ["Clinical Data Manager"]
  description: "Convert edit-check discrepancies into clear, site-friendly data query text for resolution in the EDC."
  inputs: ["edit-check discrepancy listing", "CRF context"]
  outputs: ["drafted data queries"]
  automation: high
  human_in_loop: review-before-send
  tools: ["EDC system", "spreadsheet"]
  frequency: weekly
  trigger: "Generate query letters for the open data discrepancies"

- id: ehs-indicator-review-deck
  title: "Draft EHS management review deck from leading/lagging indicators"
  domain: "Data & Reporting (BI)"
  roles: ["EHS reporting analyst"]
  description: "Assemble a management-review deck pulling leading (audits, training) and lagging (incidents) indicators into commentary and slides."
  inputs: ["Indicator data sets", "Audit completion records", "Training records"]
  outputs: ["Management review slide deck", "Indicator commentary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Presentation tool", "Spreadsheet"]
  frequency: quarterly
  trigger: "Ahead of the quarterly EHS management review"

- id: draft-kpi-dashboard-narrative
  title: "Draft executive narrative for KPI dashboard"
  domain: "Data & Reporting (BI)"
  roles: ["BI Analyst", "Data Analyst"]
  description: "Turn a period's dashboard metrics into a short written narrative: what moved, why it likely moved, and what to watch."
  inputs: ["Dashboard metric values and trends", "Targets/prior-period figures", "Known business context or events"]
  outputs: ["Executive summary narrative", "Bullet list of key drivers and callouts"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["BI tool", "spreadsheet", "docs"]
  frequency: monthly
  trigger: "write the exec summary for this month's revenue dashboard from these numbers"

- id: draft-grant-outcomes-report
  title: "Draft grant outcomes report to funder"
  domain: "Data & Reporting (BI)"
  roles: ["Grant Writer", "Program Coordinator"]
  description: "Compile program metrics against grant objectives into a funder-ready progress or final report."
  inputs: ["grant agreement objectives", "program data", "spend vs budget"]
  outputs: ["draft outcomes report"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet"]
  frequency: quarterly
  trigger: "write the funder progress report using these program numbers"

- id: kpi-variance-commentary-draft
  title: "Draft monthly KPI variance commentary"
  domain: "Data & Reporting (BI)"
  roles: ["BI Analyst", "Reporting Analyst", "FP&A Analyst"]
  description: "Write the narrative annotations on a monthly dashboard explaining why each KPI moved vs prior period and plan, with likely drivers flagged to verify."
  inputs: ["current-period dashboard data", "prior-period/plan figures", "known events log"]
  outputs: ["variance commentary draft", "list of drivers to confirm"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["BI tool", "spreadsheet"]
  frequency: monthly
  trigger: "Write the variance commentary for the June KPI pack"

- id: draft-replenishment-recommendations
  title: "Draft replenishment recommendations from store sell-through"
  domain: "Data & Reporting (BI)"
  roles: ["Merchandise Allocation Planner"]
  description: "Compare store-level sell-through and stock-on-hand to min/max thresholds and draft replenishment transfer suggestions."
  inputs: ["Store sell-through", "Stock-on-hand by location", "Min/max thresholds"]
  outputs: ["Replenishment recommendation list", "Stockout-risk flags"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "BI dashboard"]
  frequency: weekly
  trigger: "when weekly store stock reports refresh"

- id: draft-report-deprecation-notice
  title: "Draft report deprecation notice"
  domain: "Data & Reporting (BI)"
  roles: ["BI Analyst", "Data Analyst", "Operations Manager"]
  description: "Write a notice telling users a report is being retired, with the reason, timeline, and the recommended replacement or migration path."
  inputs: ["report to retire", "replacement / migration path", "affected users"]
  outputs: ["deprecation notice / email"]
  automation: high
  human_in_loop: approve
  tools: ["email", "docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "draft a sunset notice for the old marketing funnel report"

- id: audit-committee-summary
  title: "Draft the audit-committee findings dashboard"
  domain: "Data & Reporting (BI)"
  roles: ["Internal Audit Issue Remediation Coordinator"]
  description: "Summarize open audit findings by risk rating, owner and aging into a draft audit-committee dashboard."
  inputs: ["Findings register", "Remediation tracker", "Risk-rating definitions"]
  outputs: ["Audit-committee dashboard draft", "Aging and risk summary charts"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "presentation tool", "charting tool"]
  frequency: quarterly
  trigger: "ahead of an audit committee meeting"

- id: valuation-data-narrative-draft
  title: "Draft valuation report data section"
  domain: "Data & Reporting (BI)"
  roles: ["Actuarial valuation support analyst"]
  description: "Summarize membership movements and average age, service, and salary statistics into the report's data narrative and exhibits."
  inputs: ["Validated valuation dataset", "Prior-year report", "Report template"]
  outputs: ["Data section draft", "Summary exhibits"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Document editor", "Report template"]
  frequency: quarterly
  trigger: "Valuation data is finalized"

- id: draft-weekly-revenue-narrative
  title: "Draft weekly revenue dashboard narrative"
  domain: "Data & Reporting (BI)"
  roles: ["Revenue Operations Analyst"]
  description: "Turn BI pipeline and bookings metrics into a written commentary highlighting changes, risks, and trends."
  inputs: ["BI dashboard export", "prior week summary"]
  outputs: ["narrative summary", "callouts list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["BI tool", "spreadsheet"]
  frequency: weekly
  trigger: "write up the commentary for this week's pipeline numbers"

- id: extract-emissions-data
  title: "Extract emissions data from vendor reports"
  domain: "Data & Reporting (BI)"
  roles: ["ESG / Sustainability Analyst"]
  description: "Pull energy, emissions, and consumption figures from supplier reports into a standardized data sheet."
  inputs: ["vendor sustainability reports", "data schema"]
  outputs: ["normalized data table", "source notes"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "knowledge base"]
  frequency: quarterly
  trigger: "extract the emissions numbers from these supplier reports"

- id: extract-loss-run-data
  title: "Extract loss-run report data into a spreadsheet"
  domain: "Data & Reporting (BI)"
  roles: ["Insurance Underwriting Assistant"]
  description: "Pull claim dates, amounts, statuses, and causes from loss-run PDFs into a clean structured table. Compute totals and loss ratios."
  inputs: ["loss-run report PDFs"]
  outputs: ["structured loss spreadsheet", "loss summary metrics"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "docs"]
  frequency: weekly
  trigger: "pull the claims from these loss runs into a spreadsheet with totals"

- id: facility-energy-data-reconciliation
  title: "Facility energy data reconciliation"
  domain: "Data & Reporting (BI)"
  roles: ["Carbon Accounting Specialist"]
  description: "Consolidate facility energy/consumption data and flag gaps and outliers before the GHG inventory rollup."
  inputs: ["facility utility bills/meter data", "prior period data"]
  outputs: ["reconciled consumption dataset", "exception list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["ERP", "spreadsheet"]
  frequency: quarterly
  trigger: "Reconcile facility energy data for the GHG inventory"

- id: flag-aged-wip-and-over-budget-matters
  title: "Flag aged WIP and over-budget matters for write-off review"
  domain: "Data & Reporting (BI)"
  roles: ["Engagement Operations Manager"]
  description: "Scan WIP and realization data to flag aged unbilled time and over-budget matters, with suggested write-off or billing actions."
  inputs: ["WIP report", "budget-to-actual data", "realization targets"]
  outputs: ["flagged matter list", "suggested actions"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["practice mgmt", "BI tool"]
  frequency: monthly
  trigger: "Show me which matters have aged WIP or blew the budget"

- id: preauth-status-aging-tracker
  title: "Flag aging and overdue pre-authorization requests"
  domain: "Data & Reporting (BI)"
  roles: ["Dental insurance pre-authorization clerk"]
  description: "Track submitted pre-auths by age against payer turnaround targets and surface stalled cases needing follow-up."
  inputs: ["Pre-auth submission log", "Payer turnaround targets"]
  outputs: ["Aging report", "Follow-up worklist"]
  automation: high
  human_in_loop: spot-check
  tools: ["Practice management system", "Spreadsheet", "Report builder"]
  frequency: daily
  trigger: "Time to chase outstanding pre-auths"

- id: at-risk-member-flagging
  title: "Flag at-risk members from declining check-in frequency"
  domain: "Data & Reporting (BI)"
  roles: ["Membership retention analyst"]
  description: "Identify members whose visit cadence has dropped below their baseline, ranking them by churn risk."
  inputs: ["Member check-in history", "Membership tenure and plan data", "Baseline visit thresholds"]
  outputs: ["Ranked at-risk member list", "Risk-driver notes"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Spreadsheet", "BI tool"]
  frequency: weekly
  trigger: "When the weekly attendance data refreshes"

- id: flag-metadata-gaps
  title: "Flag metadata and ownership gaps"
  domain: "Data & Reporting (BI)"
  roles: ["Data Steward"]
  description: "Review a data catalog or asset list for missing descriptions, owners, classifications, and tags, then summarize gaps to remediate."
  inputs: ["data catalog export", "required metadata fields"]
  outputs: ["metadata gap report", "remediation checklist"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "knowledge base", "BI tool"]
  frequency: monthly
  trigger: "list which datasets are missing owners or descriptions in our catalog"

- id: flag-forecast-supply-gaps
  title: "Flag SKUs where forecast-supply gap exceeds threshold"
  domain: "Data & Reporting (BI)"
  roles: ["Sales & Operations Planning (S&OP) Analyst"]
  description: "Compare forecasted demand to planned supply per SKU and surface items breaching the gap tolerance."
  inputs: ["forecast vs supply dataset", "gap tolerance thresholds"]
  outputs: ["exception list of gap SKUs ranked by impact"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "BI tool"]
  frequency: weekly
  trigger: "which SKUs have a demand-supply gap over tolerance"

- id: budget-execution-variance-report
  title: "Generate a budget execution and obligation variance report"
  domain: "Data & Reporting (BI)"
  roles: ["Government Budget Analyst"]
  description: "Compare obligations and expenditures against apportioned/allotted amounts, compute burn rate and flag over/under-execution by program line."
  inputs: ["obligation ledger", "apportionment/spend plan"]
  outputs: ["execution report", "variance flags"]
  automation: high
  human_in_loop: review-before-send
  tools: ["ERP", "BI tool", "spreadsheet"]
  frequency: monthly
  trigger: "run the budget execution report and flag variances"

- id: generate-ad-avails-report
  title: "Generate ad inventory availability report"
  domain: "Data & Reporting (BI)"
  roles: ["Broadcast Traffic & Scheduling Manager"]
  description: "Summarize open versus sold ad inventory by daypart and program for the sales team."
  inputs: ["inventory schedule", "sold orders"]
  outputs: ["avails report"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "BI tool"]
  frequency: weekly
  trigger: "pull the avails report for next week"

- id: generate-attendance-sales-report
  title: "Generate attendance and ticket-sales report"
  domain: "Data & Reporting (BI)"
  roles: ["Box-office & patron services analyst"]
  description: "Summarize daily ticket sales, attendance, and yield by performance or exhibition into a standard report."
  inputs: ["Ticketing data", "Event schedule"]
  outputs: ["Attendance and sales report"]
  automation: high
  human_in_loop: none
  tools: ["Ticketing system", "BI dashboard"]
  frequency: weekly
  trigger: "Every Monday for the prior week"

- id: generate-daily-cash-bid-sheet
  title: "Generate daily cash bid and basis sheet"
  domain: "Data & Reporting (BI)"
  roles: ["Grain merchandiser back-office clerk"]
  description: "Combine futures settlements with local basis to publish daily cash bids by commodity and location."
  inputs: ["futures prices", "basis levels", "location list"]
  outputs: ["cash bid sheet", "posting-ready table"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "market data feed", "publishing tool"]
  frequency: daily
  trigger: "Markets open each morning"

- id: daily-hotel-flash-report
  title: "Generate daily hotel flash report"
  domain: "Data & Reporting (BI)"
  roles: ["Hotel Night Auditor"]
  description: "Compile occupancy, ADR, and RevPAR with pace versus budget and prior year into the daily manager flash report."
  inputs: ["occupancy data", "rate data", "budget figures"]
  outputs: ["flash report"]
  automation: high
  human_in_loop: spot-check
  tools: ["property mgmt system", "BI tool", "spreadsheet"]
  frequency: daily
  trigger: "produce the morning flash report"

- id: generate-descriptive-metadata
  title: "Generate descriptive metadata for digitized items"
  domain: "Data & Reporting (BI)"
  roles: ["Archival cataloguer"]
  description: "Draft standardized catalog records (title, date, subject, format) from item images and accession notes."
  inputs: ["Item images", "Accession notes", "Metadata schema"]
  outputs: ["Draft metadata records"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Cataloguing system", "Spreadsheet"]
  frequency: daily
  trigger: "As digitized batches arrive"

- id: hbp-status-report
  title: "Generate lease HBP and expiration status report"
  domain: "Data & Reporting (BI)"
  roles: ["Land & lease administrator"]
  description: "Cross-reference lease terms against well production status to classify each lease as held-by-production, expiring or expired."
  inputs: ["Lease records", "Well production status feed"]
  outputs: ["HBP/expiration status report", "Expiring-lease watchlist"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Lease database", "Spreadsheet", "Reporting tool"]
  frequency: monthly
  trigger: "At month-end land status review"

- id: generate-payroll-variance-report
  title: "Generate period-over-period payroll variance report"
  domain: "Data & Reporting (BI)"
  roles: ["Payroll Analyst"]
  description: "Produce a summary of payroll cost changes versus the prior period with commentary on drivers."
  inputs: ["Current and prior payroll registers"]
  outputs: ["Variance report"]
  automation: high
  human_in_loop: spot-check
  tools: ["ERP", "BI tool", "spreadsheet"]
  frequency: monthly
  trigger: "build the payroll variance report for this month"

- id: generate-reviewer-calibration-report
  title: "Generate reviewer calibration and agreement report"
  domain: "Data & Reporting (BI)"
  roles: ["Policy-enforcement QA analyst"]
  description: "Compute inter-rater agreement from dual-reviewed cases and summarize where reviewers diverge most."
  inputs: ["Dual-reviewed case decisions", "Reviewer roster"]
  outputs: ["Agreement metrics", "Divergence summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["Spreadsheet", "QA review tool"]
  frequency: monthly
  trigger: "At the monthly calibration cycle"

- id: generate-store-allocation-splits
  title: "Generate store and channel allocation splits for a delivery"
  domain: "Data & Reporting (BI)"
  roles: ["Merchandise Allocation Planner"]
  description: "Split an incoming delivery across doors and channels by size curve and door grade, producing a per-location allocation sheet."
  inputs: ["Incoming delivery quantities", "Door grades and clusters", "Size-curve ratios"]
  outputs: ["Per-store allocation sheet", "Unallocated remainder summary"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "allocation model"]
  frequency: weekly
  trigger: "when a new delivery is booked into the warehouse"

- id: campaign-pacing-alerts
  title: "Generate the campaign budget pacing alert report"
  domain: "Data & Reporting (BI)"
  roles: ["Campaign performance reporter"]
  description: "Compute pace-to-budget for each live campaign and flag those over- or under-pacing beyond threshold."
  inputs: ["Live spend data", "Flight dates and budgets"]
  outputs: ["Pacing report", "Over/under-pacing alert list"]
  automation: high
  human_in_loop: none
  tools: ["spreadsheet", "BI dashboard"]
  frequency: daily
  trigger: "each morning during active flights"

- id: load-forecast-variance-narrative
  title: "Load forecast variance narrative"
  domain: "Data & Reporting (BI)"
  roles: ["Energy Markets Analyst"]
  description: "Compare actual vs forecasted demand and draft a variance commentary citing weather and load drivers."
  inputs: ["actual load data", "load forecast", "weather summary"]
  outputs: ["variance commentary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "BI tool"]
  frequency: daily
  trigger: "Explain yesterday's load forecast miss"

- id: lybunt-sybunt-lapsed-donor-analysis
  title: "LYBUNT/SYBUNT lapsed-donor analysis"
  domain: "Data & Reporting (BI)"
  roles: ["Donor Relations Manager", "Annual Giving Officer"]
  description: "Identify donors who gave last/some year but not this year and segment by giving level."
  inputs: ["multi-year giving history"]
  outputs: ["lapsed-donor segments", "re-engagement list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["CRM", "BI tool", "spreadsheet"]
  frequency: quarterly
  trigger: "Pull a LYBUNT report for this fiscal year"

- id: cdrl-submission-register
  title: "Maintain the CDRL submission and disposition register"
  domain: "Data & Reporting (BI)"
  roles: ["CDRL (Contract Data Requirements) Coordinator"]
  description: "Log each CDRL submittal with government acceptance/rejection disposition and resubmission deadlines, keeping the register current."
  inputs: ["Submission correspondence", "Government disposition letters"]
  outputs: ["Updated submission register", "Resubmission deadline list"]
  automation: high
  human_in_loop: spot-check
  tools: ["Contract data register", "Email", "Spreadsheet"]
  frequency: weekly
  trigger: "a deliverable is submitted or dispositioned"

- id: catalog-metadata-matching
  title: "Normalize and match track metadata to catalog identifiers"
  domain: "Data & Reporting (BI)"
  roles: ["Royalty accounting analyst", "Music publishing administrator"]
  description: "Map varied statement titles and artists to internal works using ISRC/ISWC and fuzzy matching, isolating unmatched lines."
  inputs: ["Raw royalty line items", "Internal catalog database"]
  outputs: ["Matched metadata table", "Unmatched exceptions list"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "database", "data matching tool"]
  frequency: monthly
  trigger: "before posting royalties to payee accounts"

- id: data-restatement-downstream-notice
  title: "Notify Downstream Consumers of a Data Restatement"
  domain: "Data & Reporting (BI)"
  roles: ["BI Analyst", "Data Steward", "Analytics Manager"]
  description: "When historical figures are restated or backfilled, draft a notice to downstream report owners listing affected metrics, date range and required refreshes."
  inputs: ["restatement/backfill summary", "downstream lineage/consumer list", "affected metric list"]
  outputs: ["downstream restatement notice", "impacted-report checklist"]
  automation: high
  human_in_loop: review-before-send
  tools: ["BI tool", "email", "knowledge base"]
  frequency: ad-hoc
  trigger: "We restated Q1 margins, notify the downstream report owners"

- id: ilpa-quarterly-report
  title: "Populate ILPA-template quarterly report"
  domain: "Data & Reporting (BI)"
  roles: ["LP Reporting Analyst"]
  description: "Map fund fee, expense and carried-interest data into the standardized LP reporting template."
  inputs: ["Fund fee & expense detail", "Carried interest schedule", "Reporting template"]
  outputs: ["Completed quarterly reporting template"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Template engine"]
  frequency: quarterly
  trigger: "During the quarterly LP reporting cycle"

- id: reconcile-circulation-audit
  title: "Prepare circulation figures for audit filing"
  domain: "Data & Reporting (BI)"
  roles: ["Subscriptions & Circulation Analyst"]
  description: "Reconcile paid and qualified circulation counts across channels into audit-bureau reporting format."
  inputs: ["distribution records", "subscription counts", "audit template"]
  outputs: ["circulation audit report"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "ERP", "BI tool"]
  frequency: quarterly
  trigger: "prep the circulation numbers for the audit filing"

- id: prepare-business-review-data-narrative
  title: "Prepare data narrative for business review deck"
  domain: "Data & Reporting (BI)"
  roles: ["BI Analyst", "Financial Analyst"]
  description: "Build the outline and talking points for a monthly/quarterly business review from the metrics pack."
  inputs: ["Metrics pack/scorecard", "Prior review notes", "Strategic priorities"]
  outputs: ["Deck outline with section talking points", "Suggested charts and callouts"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "docs", "BI tool"]
  frequency: monthly
  trigger: "outline the QBR deck narrative from this metrics scorecard"

- id: prioritize-analytics-request-backlog
  title: "Prioritize analytics request backlog"
  domain: "Data & Reporting (BI)"
  roles: ["BI Analyst", "Data Analyst", "Operations Manager"]
  description: "Score and rank open data and report requests by impact and effort, then propose a prioritized backlog order with brief rationale."
  inputs: ["list of open requests", "effort estimates / business context"]
  outputs: ["ranked backlog with impact/effort rationale"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ticketing", "spreadsheet", "docs"]
  frequency: weekly
  trigger: "rank these open data requests by impact and effort"

- id: cost-report-generation
  title: "Produce actual-vs-budget cost reports per production"
  domain: "Data & Reporting (BI)"
  roles: ["Production accountant"]
  description: "Aggregate coded costs by category and build a report showing spend against budget and estimate to complete."
  inputs: ["Coded expense ledger", "Production budget"]
  outputs: ["Cost report", "Variance summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "accounting system", "BI tool"]
  frequency: weekly
  trigger: "ahead of the weekly production finance meeting"

- id: program-impact-metrics-aggregation
  title: "Program outcome metrics aggregation"
  domain: "Data & Reporting (BI)"
  roles: ["Program Impact Analyst"]
  description: "Aggregate program outputs and outcome indicators into impact metrics for board and funder reports."
  inputs: ["program tracking data", "outcome indicators"]
  outputs: ["impact metric summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["BI tool", "spreadsheet"]
  frequency: quarterly
  trigger: "Pull together our outcome numbers for the impact report"

- id: dashboard-recertification-review
  title: "Quarterly dashboard recertification review"
  domain: "Data & Reporting (BI)"
  roles: ["BI Analyst", "Data Governance Lead", "Analytics Manager"]
  description: "Compile active dashboards with owner, last-viewed date and data freshness; flag stale or orphaned ones and draft recertify-or-retire recommendations."
  inputs: ["BI tool usage/audit logs", "dashboard inventory", "owner directory"]
  outputs: ["recertification worksheet", "keep/retire recommendation list"]
  automation: medium
  human_in_loop: approve
  tools: ["BI tool", "spreadsheet", "knowledge base"]
  frequency: quarterly
  trigger: "Run the quarterly dashboard recertification review"

- id: list-update-rescreen-delta
  title: "Re-screen base on watchlist updates"
  domain: "Data & Reporting (BI)"
  roles: ["Sanctions screening analyst"]
  description: "Re-run the customer base against refreshed lists and produce a delta report of new or changed hits."
  inputs: ["prior screening results", "updated lists", "customer base"]
  outputs: ["delta report of new or changed hits"]
  automation: high
  human_in_loop: spot-check
  tools: ["screening tool", "BI tool"]
  frequency: weekly
  trigger: "when watchlist publishers release updates"

- id: slow-mover-markdown-reco
  title: "Recommend markdowns and delists for slow movers"
  domain: "Data & Reporting (BI)"
  roles: ["Category Manager", "Pricing Analyst"]
  description: "Identify slow-moving and aged SKUs and recommend markdown depth or delisting per clearance rules."
  inputs: ["weeks-of-supply data", "age/aging report", "markdown policy"]
  outputs: ["markdown candidate list with suggested depth", "delist shortlist"]
  automation: medium
  human_in_loop: approve
  tools: ["BI tool", "spreadsheet", "ERP"]
  frequency: monthly
  trigger: "list aged SKUs that need markdown or delisting this month"

- id: policy-data-qa-reconciliation
  title: "Reconcile and QA policy data across systems"
  domain: "Data & Reporting (BI)"
  roles: ["Policy Administration Clerk"]
  description: "Compare policy records between the admin system and bordereaux/feeds and flag issuance discrepancies."
  inputs: ["Policy admin extract", "Bordereau/feed file"]
  outputs: ["Discrepancy report", "Correction list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["policy administration system", "spreadsheet", "BI tool"]
  frequency: weekly
  trigger: "Reconcile our policy records against the bordereau."

- id: tpa-census-data-reconciliation
  title: "Reconcile annual plan census data"
  domain: "Data & Reporting (BI)"
  roles: ["Third-party pension plan administrator"]
  description: "Compare a sponsor's year-end census file to prior-year records; flag missing SSNs, hire/term date gaps, and compensation outliers before compliance testing."
  inputs: ["Current-year census file", "Prior-year participant records", "Plan eligibility rules"]
  outputs: ["Exception report", "Cleaned census file"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Recordkeeping system export", "Data validation tool"]
  frequency: ad-hoc
  trigger: "Sponsor submits the year-end census file"

- id: reconcile-as-run-logs
  title: "Reconcile as-run logs and flag make-goods"
  domain: "Data & Reporting (BI)"
  roles: ["Broadcast Traffic & Scheduling Manager"]
  description: "Compare the as-run log to booked spots, flag missed or bumped spots, and propose make-good slots."
  inputs: ["as-run log", "booked spot orders"]
  outputs: ["discrepancy report", "make-good proposals"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "BI tool"]
  frequency: daily
  trigger: "reconcile yesterday's as-run against what was booked"

- id: metric-definition-discrepancy-reconciliation
  title: "Reconcile conflicting metric definitions across reports"
  domain: "Data & Reporting (BI)"
  roles: ["BI Analyst", "Data Steward", "Reporting Analyst"]
  description: "When two reports show different numbers for the same KPI, trace each definition and filter, document the divergence and propose one canonical definition."
  inputs: ["the two conflicting reports", "business/metric glossary", "report logic notes"]
  outputs: ["discrepancy reconciliation memo", "proposed canonical definition"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["BI tool", "spreadsheet", "knowledge base"]
  frequency: ad-hoc
  trigger: "These two dashboards disagree on revenue, reconcile the definitions"

- id: reconcile-conflicting-report-numbers
  title: "Reconcile conflicting report numbers"
  domain: "Data & Reporting (BI)"
  roles: ["BI Analyst", "Data Analyst", "Financial Analyst"]
  description: "Compare two reports showing different figures and draft a memo on likely causes (filters, timing, definitions) plus the checks to confirm."
  inputs: ["the two conflicting reports", "metric definitions / filters used"]
  outputs: ["reconciliation memo with likely causes and next checks"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "BI tool", "docs"]
  frequency: ad-hoc
  trigger: "explain why these two reports show different revenue totals"

- id: reconcile-delivery-vs-booked
  title: "Reconcile delivered impressions vs booked and flag make-goods"
  domain: "Data & Reporting (BI)"
  roles: ["Programmatic Campaign Analyst", "Ad Operations Specialist"]
  description: "Compare delivered vs contracted impressions per line item and flag under-delivery requiring make-goods or credits."
  inputs: ["Delivery report", "Insertion order/booked numbers", "Make-good policy"]
  outputs: ["Delivery vs booked variance table", "List of under-delivering line items to action"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "BI tool", "ERP"]
  frequency: monthly
  trigger: "Reconcile delivered vs booked impressions for this campaign"

- id: reconcile-drawing-register
  title: "Reconcile drawing register to latest revisions"
  domain: "Data & Reporting (BI)"
  roles: ["Project Document Controller"]
  description: "Compare the drawing register against received files to flag superseded, missing, or out-of-sequence revisions."
  inputs: ["drawing register", "received drawing files list"]
  outputs: ["revision discrepancy report"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "CMS"]
  frequency: weekly
  trigger: "Check the drawing log against what we actually received"

- id: facility-utilization-report
  title: "Reconcile facility utilization against capacity"
  domain: "Data & Reporting (BI)"
  roles: ["Facility booking coordinator"]
  description: "Summarize booked vs available hours by space and time band to surface peak demand and idle slots."
  inputs: ["Reservation logs", "Facility capacity and hours", "Time-band definitions"]
  outputs: ["Utilization report", "Peak/idle slot highlights"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Spreadsheet", "BI tool"]
  frequency: monthly
  trigger: "At month-end or before capacity planning meetings"

- id: reconcile-object-location-inventory
  title: "Reconcile object location records after a storage move"
  domain: "Data & Reporting (BI)"
  roles: ["Collections registrar coordinator"]
  description: "Cross-check scanned location updates against the collections database and flag mismatched or missing objects."
  inputs: ["Storage move log", "Collections location records"]
  outputs: ["Location discrepancy report"]
  automation: high
  human_in_loop: spot-check
  tools: ["Collections database", "Spreadsheet"]
  frequency: monthly
  trigger: "After a batch of objects is relocated in storage"

- id: sts-inventory-reconciliation
  title: "Reconcile physical inventory against track-and-trace records"
  domain: "Data & Reporting (BI)"
  roles: ["Seed-to-sale compliance clerk"]
  description: "Compare physical plant and package counts and weights to the state traceability ledger, flagging missing tags and weight variances."
  inputs: ["Physical count sheets", "Track-and-trace inventory export"]
  outputs: ["Discrepancy report", "Flagged tag list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "inventory database"]
  frequency: daily
  trigger: "End-of-day inventory count is uploaded"

- id: recall-nonresponder-reconcile
  title: "Reconcile recall list against booked appointments"
  domain: "Data & Reporting (BI)"
  roles: ["Patient recall & reminder coordinator"]
  description: "Match recall outreach against newly booked appointments to isolate non-responders for a second touch."
  inputs: ["Recall list", "Appointment book"]
  outputs: ["Non-responder list"]
  automation: high
  human_in_loop: spot-check
  tools: ["Scheduling system", "Spreadsheet"]
  frequency: weekly
  trigger: "Need to see who hasn't rebooked"

- id: reconcile-sae-clinical-safety
  title: "Reconcile SAEs between clinical and safety databases"
  domain: "Data & Reporting (BI)"
  roles: ["Clinical Data Manager"]
  description: "Compare serious adverse event records across the EDC and safety database and list discrepancies to resolve."
  inputs: ["EDC SAE listing", "safety database SAE listing"]
  outputs: ["reconciliation discrepancy report"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["EDC system", "safety database"]
  frequency: monthly
  trigger: "Reconcile the SAEs between EDC and the safety database"

- id: safety-stock-reorder-point-review
  title: "Review safety stock and reorder points"
  domain: "Data & Reporting (BI)"
  roles: ["Materials & MRP Analyst"]
  description: "Compare current safety stock/ROP settings against recent demand variability and lead time, and propose parameter updates."
  inputs: ["item demand history", "lead-time actuals", "current planning parameters"]
  outputs: ["parameter change recommendations", "supporting variability analysis"]
  automation: low
  human_in_loop: approve
  tools: ["ERP", "spreadsheet", "BI tool"]
  frequency: monthly
  trigger: "recommend safety stock changes for high-variability parts"

- id: portfolio-sales-rollup
  title: "Roll up daily sales into a portfolio dashboard"
  domain: "Data & Reporting (BI)"
  roles: ["Multi-unit operations analyst"]
  description: "Consolidate each location's daily sales feed into a single multi-unit dashboard view."
  inputs: ["per-location POS sales feeds"]
  outputs: ["consolidated portfolio dashboard"]
  automation: high
  human_in_loop: none
  tools: ["data pipeline", "BI dashboard"]
  frequency: daily
  trigger: "After end-of-day close at each location"

- id: ehs-recordable-rate-rollup
  title: "Roll up incident logs into monthly recordable-rate summary"
  domain: "Data & Reporting (BI)"
  roles: ["EHS reporting analyst"]
  description: "Aggregate injury/illness and near-miss logs into TRIR/DART and lost-time rates by site for the monthly safety report."
  inputs: ["Incident log export", "Hours-worked data", "Prior-period baselines"]
  outputs: ["Monthly recordable-rate summary table", "Trend chart"]
  automation: high
  human_in_loop: spot-check
  tools: ["Spreadsheet", "BI dashboard"]
  frequency: monthly
  trigger: "When the month closes and the safety scorecard is due"

- id: scope-emissions-calculation
  title: "Scope 1/2/3 emissions calculation"
  domain: "Data & Reporting (BI)"
  roles: ["Carbon Accounting Specialist"]
  description: "Apply emission factors to activity data to compute Scope 1/2/3 emissions and tabulate by category."
  inputs: ["activity data (fuel, electricity, travel)", "emission factor library"]
  outputs: ["emissions inventory table"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "BI tool"]
  frequency: quarterly
  trigger: "Calculate this quarter's Scope 1 and 2 emissions"

- id: rank-suspected-abuse-accounts
  title: "Score and rank suspected abuse accounts by risk"
  domain: "Data & Reporting (BI)"
  roles: ["Fraud & abuse investigations analyst"]
  description: "Apply documented risk indicators to a list of flagged accounts and rank them for investigator attention."
  inputs: ["Flagged account list", "Risk indicator rubric"]
  outputs: ["Ranked risk list", "Indicator scores per account"]
  automation: high
  human_in_loop: spot-check
  tools: ["Data query interface", "Spreadsheet"]
  frequency: daily
  trigger: "When the daily abuse-signal batch is delivered"

- id: affinity-group-segmentation
  title: "Segment members for affinity-group invitations"
  domain: "Data & Reporting (BI)"
  roles: ["Membership engagement coordinator"]
  description: "Group members by profile and engagement history to target committee and interest-group invites."
  inputs: ["member profiles", "engagement history", "group criteria"]
  outputs: ["targeted member segments"]
  automation: medium
  human_in_loop: spot-check
  tools: ["membership system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "A new affinity group is forming"

- id: standardize-messy-spreadsheet
  title: "Standardize a messy spreadsheet"
  domain: "Data & Reporting (BI)"
  roles: ["Knowledge Worker", "Project Manager"]
  description: "Normalize date and number formats, trim whitespace, unify categories, and flag blanks and outliers."
  inputs: ["raw spreadsheet"]
  outputs: ["cleaned spreadsheet", "list of flagged issues"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet"]
  frequency: weekly
  trigger: "Tidy up this data so it's actually usable"

- id: caption-compliance-summary
  title: "Summarize caption compliance across a video batch"
  domain: "Data & Reporting (BI)"
  roles: ["Captioning and transcription QA specialist"]
  description: "Aggregate per-file caption metrics like reading speed, gaps, and line length into a batch compliance summary."
  inputs: ["Batch of caption files", "Compliance thresholds"]
  outputs: ["Compliance summary report"]
  automation: high
  human_in_loop: none
  tools: ["Subtitle parser", "Spreadsheet"]
  frequency: weekly
  trigger: "After a batch of videos is captioned"

- id: summarize-constituent-issue-trends
  title: "Summarize constituent issue trends"
  domain: "Data & Reporting (BI)"
  roles: ["Constituent Services Representative"]
  description: "Aggregate casework data into a periodic report of top issues, volumes, and resolution times."
  inputs: ["casework records"]
  outputs: ["constituent trends report"]
  automation: high
  human_in_loop: spot-check
  tools: ["CRM", "BI tool", "spreadsheet"]
  frequency: monthly
  trigger: "show me the top constituent issues this month"

- id: summarize-cross-channel-campaign-performance
  title: "Summarize cross-channel campaign performance"
  domain: "Data & Reporting (BI)"
  roles: ["Media Planner"]
  description: "Pull channel performance metrics into a single readout with spend, reach, conversions, and pacing-vs-plan callouts."
  inputs: ["channel performance exports", "media plan/budget", "KPI targets"]
  outputs: ["performance summary", "pacing and optimization notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "BI tool", "docs"]
  frequency: weekly
  trigger: "summarize how the campaign performed across all channels this week"

- id: summarize-cycle-count-variances
  title: "Summarize cycle-count variances and flag tolerance breaches"
  domain: "Data & Reporting (BI)"
  roles: ["Warehouse Operations Analyst"]
  description: "Compare counted versus system quantities and surface items exceeding variance tolerance for investigation."
  inputs: ["cycle count results", "system on-hand quantities", "variance tolerance"]
  outputs: ["variance summary", "flagged items for recount/investigation"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "ERP"]
  frequency: daily
  trigger: "show me today's cycle-count variances over tolerance"

- id: summarize-settlement-status
  title: "Summarize daily settlement status for ops huddle"
  domain: "Data & Reporting (BI)"
  roles: ["Trade Settlement Analyst"]
  description: "Condense settled/pending/failed counts and top exposures into a short management summary."
  inputs: ["settlement status export"]
  outputs: ["settlement status summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "BI tool"]
  frequency: daily
  trigger: "summarize today's settlement status for the ops huddle"

- id: summarize-dashboard-usage-adoption
  title: "Summarize dashboard usage into adoption report"
  domain: "Data & Reporting (BI)"
  roles: ["BI Analyst", "Data Analyst"]
  description: "Turn dashboard usage logs into a short adoption summary: who uses what, trends over time, and low-traction reports to review."
  inputs: ["usage / view logs export", "report inventory"]
  outputs: ["adoption summary with recommendations"]
  automation: medium
  human_in_loop: spot-check
  tools: ["BI tool", "spreadsheet", "docs"]
  frequency: monthly
  trigger: "summarize last month's dashboard usage and flag low-adoption reports"

- id: daysheet-huddle-brief
  title: "Summarize day-sheet into morning huddle brief"
  domain: "Data & Reporting (BI)"
  roles: ["Dental & Veterinary Practice Administrator"]
  description: "Roll up production, collections, adjustments, and AR aging into a concise morning-huddle brief."
  inputs: ["day-sheet", "AR aging report"]
  outputs: ["Daily huddle brief"]
  automation: high
  human_in_loop: spot-check
  tools: ["practice mgmt", "BI tool"]
  frequency: daily
  trigger: "Give me today's huddle numbers"

- id: summarize-course-evaluations
  title: "Summarize end-of-term course evaluations"
  domain: "Data & Reporting (BI)"
  roles: ["Course Operations Specialist"]
  description: "Aggregate quantitative scores and theme open-ended comments per course or instructor into a summary."
  inputs: ["course evaluation survey responses"]
  outputs: ["per-course evaluation summary", "comment themes"]
  automation: high
  human_in_loop: spot-check
  tools: ["survey tool", "BI tool"]
  frequency: quarterly
  trigger: "Summarize this course's end-of-term evaluations"

- id: em-summarize-sitreps-into-briefing
  title: "Summarize EOC situation reports into a briefing"
  domain: "Data & Reporting (BI)"
  roles: ["Emergency management documentation specialist"]
  description: "Roll up field and section situation reports into a concise EOC briefing showing status by operational objective."
  inputs: ["Section situation reports", "Briefing format"]
  outputs: ["Consolidated briefing"]
  automation: medium
  human_in_loop: spot-check
  tools: ["document management system", "spreadsheet"]
  frequency: daily
  trigger: "A briefing cycle begins during an activation"

- id: lab-freezer-excursion-summary
  title: "Summarize freezer and cold-storage temperature excursions"
  domain: "Data & Reporting (BI)"
  roles: ["Lab operations coordinator"]
  description: "Compile temperature monitoring logs into a weekly excursion summary with duration and affected units."
  inputs: ["Temperature monitoring logs", "Excursion thresholds"]
  outputs: ["Excursion summary report"]
  automation: high
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Reporting tool"]
  frequency: weekly
  trigger: "Pull together this week's cold-storage temperature alarms"

- id: injury-return-to-play-tracker
  title: "Summarize injury logs into a return-to-play status tracker"
  domain: "Data & Reporting (BI)"
  roles: ["Athlete & medical records administrator"]
  description: "Consolidate injury report entries into a status tracker showing stage, restrictions and clearance dates."
  inputs: ["Injury report logs", "Return-to-play protocol stages", "Clearance notes"]
  outputs: ["Return-to-play status tracker"]
  automation: low
  human_in_loop: sign-off
  tools: ["Spreadsheet", "Records system"]
  frequency: weekly
  trigger: "After medical staff update injury notes"

- id: loss-run-summary-loss-ratio
  title: "Summarize loss runs and compute loss ratios"
  domain: "Data & Reporting (BI)"
  roles: ["Underwriting Assistant", "Broking Account Handler"]
  description: "Consolidate prior-carrier loss runs, tally paid/incurred and open claims, and calculate loss ratios by policy year."
  inputs: ["Prior-carrier loss runs", "Premium history"]
  outputs: ["Loss summary table", "Loss ratio by policy year", "Large-loss flags"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "BI tool", "document management"]
  frequency: ad-hoc
  trigger: "Summarize these loss runs and work out the loss ratios."

- id: summarize-campaign-performance-report
  title: "Summarize programmatic campaign performance into a stakeholder report"
  domain: "Data & Reporting (BI)"
  roles: ["Programmatic Campaign Analyst"]
  description: "Turn raw delivery metrics (CTR, CPM, conversions, pacing) into a narrative performance report with insights."
  inputs: ["Campaign metrics export", "KPI targets", "Reporting period"]
  outputs: ["Performance summary with insights", "Highlights and underperformers"]
  automation: high
  human_in_loop: review-before-send
  tools: ["BI tool", "spreadsheet"]
  frequency: weekly
  trigger: "Summarize this week's campaign performance for stakeholders"

- id: summarize-rent-roll-delinquency
  title: "Summarize rent roll and delinquency report"
  domain: "Data & Reporting (BI)"
  roles: ["Property Manager"]
  description: "Compile occupancy, collected rent, and outstanding balances into a monthly summary. Highlights delinquent accounts and aging buckets."
  inputs: ["rent roll export", "payment ledger"]
  outputs: ["rent roll summary", "delinquency report"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "ERP"]
  frequency: monthly
  trigger: "summarize this rent roll with occupancy and a delinquency breakdown"

- id: summarize-survey-results-report
  title: "Summarize survey results into a report"
  domain: "Data & Reporting (BI)"
  roles: ["BI Analyst", "Data Analyst"]
  description: "Turn raw survey response data into a themed report with key findings, segment breakdowns, and notable quotes."
  inputs: ["Survey response export", "Question/scale definitions", "Segment fields"]
  outputs: ["Findings summary report", "Theme and sentiment highlights"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "docs", "BI tool"]
  frequency: ad-hoc
  trigger: "summarize these employee survey responses into key themes by department"

- id: summarize-denial-trends
  title: "Summarize weekly denial trends for leadership"
  domain: "Data & Reporting (BI)"
  roles: ["Claims Denial & Appeals Specialist"]
  description: "Aggregate denial volumes by reason, payer and provider into a weekly trend summary."
  inputs: ["Denial log", "Prior-period baseline"]
  outputs: ["Denial trend report", "Top root-cause callouts"]
  automation: high
  human_in_loop: spot-check
  tools: ["BI tool", "spreadsheet"]
  frequency: weekly
  trigger: "Summarize this week's denial trends"

- id: summarize-work-order-backlog-sla
  title: "Summarize Work-Order Backlog and SLA Breaches"
  domain: "Data & Reporting (BI)"
  roles: ["Facilities Work-Order Coordinator"]
  description: "Roll up open tickets, aging, and SLA breaches by site and trade into a weekly status report."
  inputs: ["work-order ticket export"]
  outputs: ["backlog and SLA report"]
  automation: high
  human_in_loop: spot-check
  tools: ["ticketing", "BI tool"]
  frequency: weekly
  trigger: "Summarize this week's open work orders and SLA misses"

- id: auth-status-expiry-tracking
  title: "Track authorization status, units, and expiry"
  domain: "Data & Reporting (BI)"
  roles: ["Prior Authorization Coordinator"]
  description: "Track submitted auths, approved vs used units, and expiry dates; surface alerts before any lapse."
  inputs: ["authorization log", "scheduled visits"]
  outputs: ["Auth status dashboard", "expiry alerts"]
  automation: medium
  human_in_loop: spot-check
  tools: ["practice mgmt", "BI tool"]
  frequency: daily
  trigger: "Show authorizations about to expire or run out of units"

- id: fb-price-variance-tracking
  title: "Track F&B price variance across suppliers"
  domain: "Data & Reporting (BI)"
  roles: ["F&B Purchasing Clerk"]
  description: "Compare current unit prices to prior periods and contract prices, flag spikes and suggest cheaper substitutions."
  inputs: ["supplier price lists", "purchase history", "contract prices"]
  outputs: ["price variance report", "substitution suggestions"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ERP", "BI tool", "spreadsheet"]
  frequency: weekly
  trigger: "Which ingredients spiked in price this month?"

- id: waste-generation-threshold-tracking
  title: "Track monthly waste generation against generator thresholds"
  domain: "Data & Reporting (BI)"
  roles: ["Waste manifest & disposal clerk"]
  description: "Total waste generated by stream and compare cumulative quantities to generator-status thresholds, flagging approaching limits."
  inputs: ["Manifest quantities", "Waste stream codes", "Threshold reference"]
  outputs: ["Generation-by-stream summary", "Threshold proximity flags"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Spreadsheet", "BI dashboard"]
  frequency: monthly
  trigger: "At month end when shipments are tallied"

- id: translate-business-question-to-report-spec
  title: "Translate a business question into a report spec"
  domain: "Data & Reporting (BI)"
  roles: ["BI Analyst", "Business Analyst"]
  description: "Convert a vague stakeholder ask into a structured report requirement: metrics, dimensions, filters, grain, and refresh cadence."
  inputs: ["Stakeholder request or email", "Available data sources/fields", "Audience and decision being supported"]
  outputs: ["Report requirements doc", "Open questions for the requester"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "ticketing", "knowledge base"]
  frequency: ad-hoc
  trigger: "turn this request for a churn report into a proper report spec"

- id: triage-ad-hoc-data-requests
  title: "Triage and clarify incoming data requests"
  domain: "Data & Reporting (BI)"
  roles: ["BI Analyst", "Data Analyst"]
  description: "Read inbound ad-hoc data requests, categorize them, flag duplicates of existing reports, and draft clarifying questions."
  inputs: ["Incoming request tickets/emails", "Existing report catalog", "Team priority rules"]
  outputs: ["Categorized/prioritized request", "Clarifying questions or pointer to existing report"]
  automation: high
  human_in_loop: spot-check
  tools: ["ticketing", "email", "knowledge base"]
  frequency: daily
  trigger: "triage these new data requests and tell me which already have a dashboard"

- id: triage-order-exception-report
  title: "Triage and summarize order exception backlog"
  domain: "Data & Reporting (BI)"
  roles: ["Order Management Specialist"]
  description: "Group held, blocked, and backordered orders by root cause and prioritize the ones at risk of missing ship dates."
  inputs: ["open order exception report", "ship-date targets"]
  outputs: ["prioritized exception summary", "recommended next actions"]
  automation: medium
  human_in_loop: spot-check
  tools: ["ERP", "spreadsheet"]
  frequency: daily
  trigger: "what order exceptions need attention today"

- id: catalog-feed-error-triage
  title: "Triage product catalog feed errors"
  domain: "Data & Reporting (BI)"
  roles: ["E-commerce Operations Specialist", "Marketplace Listing Manager"]
  description: "Group and prioritize catalog/feed rejections by error type and draft the fix needed for each batch."
  inputs: ["feed error/rejection log", "attribute requirements"]
  outputs: ["grouped error report", "suggested fix per error type"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "ERP", "ticketing"]
  frequency: daily
  trigger: "group today's catalog feed rejections and tell me how to fix each batch"

- id: variance-check-regulatory-figures
  title: "Variance-check report figures against source ledgers"
  domain: "Data & Reporting (BI)"
  roles: ["Regulatory Reporting Analyst"]
  description: "Cross-check report line items against source ledgers and flag any differences above a set threshold."
  inputs: ["draft report figures", "source ledger data", "variance threshold"]
  outputs: ["variance exceptions list"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "BI tool"]
  frequency: monthly
  trigger: "flag any report lines that differ from the ledger by more than threshold"

- id: fuel-mix-generation-report
  title: "Weekly generation fuel-mix report"
  domain: "Data & Reporting (BI)"
  roles: ["Energy Markets Analyst"]
  description: "Compile generation by fuel type and renewable share into a templated stakeholder report."
  inputs: ["generation output data export", "report template"]
  outputs: ["fuel-mix report"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "BI tool", "CMS"]
  frequency: weekly
  trigger: "Build this week's generation fuel-mix report"

- id: write-self-service-bi-guide
  title: "Write self-service dashboard guide and FAQ"
  domain: "Data & Reporting (BI)"
  roles: ["BI Analyst", "L&D Specialist"]
  description: "Produce a how-to guide and FAQ so non-analysts can read and filter a dashboard correctly on their own."
  inputs: ["Dashboard layout and filters", "Common user questions", "Metric definitions"]
  outputs: ["Step-by-step usage guide", "FAQ with interpretation tips"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs", "knowledge base", "BI tool"]
  frequency: ad-hoc
  trigger: "write a user guide and FAQ for the new sales pipeline dashboard"

- id: write-metric-variance-commentary
  title: "Write variance commentary on metric movements"
  domain: "Data & Reporting (BI)"
  roles: ["BI Analyst", "Financial Analyst"]
  description: "Compare actuals to plan and prior period and draft plain-language commentary explaining each notable variance."
  inputs: ["Actuals vs budget/forecast table", "Prior-period values", "Context notes on anomalies"]
  outputs: ["Variance commentary by metric", "Flagged outliers needing investigation"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "BI tool", "docs"]
  frequency: weekly
  trigger: "explain the biggest variances in this actuals-vs-plan sheet"

- id: abstract-contract-terms
  title: "Abstract key terms from vendor contract"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Procurement Specialist", "Paralegal", "Vendor Manager"]
  description: "Extract pricing, payment terms, SLAs, renewal/termination clauses, and liability caps into a structured summary."
  inputs: ["vendor contract/MSA", "key-terms checklist"]
  outputs: ["contract abstract", "key dates and obligations list"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "pull the key terms and dates out of this vendor MSA"

- id: supplier-warranty-chargeback-package
  title: "Assemble supplier warranty chargeback package"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Warranty Claims Analyst"]
  description: "Compile warranty costs attributable to a supplier part into a recovery/chargeback claim with evidence and totals."
  inputs: ["coded warranty claims by part", "supplier responsibility rules", "cost/labor data"]
  outputs: ["supplier chargeback claim package", "cost recovery summary"]
  automation: medium
  human_in_loop: approve
  tools: ["ERP", "spreadsheet", "email"]
  frequency: monthly
  trigger: "build the warranty chargeback package for supplier X"

- id: vendor-risk-due-diligence
  title: "Assess vendor risk for due diligence"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Vendor Manager", "Procurement Specialist", "Compliance Officer"]
  description: "Research a supplier's financial, security, compliance, and reputational risk and summarize red flags."
  inputs: ["vendor details", "due diligence questionnaire", "public records"]
  outputs: ["risk assessment summary", "red flag list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "run a risk due diligence summary on this new software vendor"

- id: contract-auto-renewal-notice-alert
  title: "Auto-renewal and notice-window deadline alerting"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Contract Manager", "Procurement Specialist", "Category Manager"]
  description: "Extract termination and notice-period clauses from contracts and flag evergreen renewals where the cancellation window is about to close."
  inputs: ["Active contract documents", "Contract metadata (renewal dates, notice periods)", "Today's date"]
  outputs: ["List of contracts hitting their notice deadline within the window", "Extracted notice-period and escalation terms per contract", "Recommended action (renew, renegotiate, exit)"]
  automation: medium
  human_in_loop: approve
  tools: ["contract management system", "spreadsheet", "email"]
  frequency: monthly
  trigger: "flag any contracts auto-renewing before we can give notice"

- id: bid-abstract-price-reasonableness
  title: "Build a bid abstract with price reasonableness analysis"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Contracting / Procurement Officer"]
  description: "Tabulate competing quotes line by line, normalize units, flag outliers and draft a price reasonableness determination against the IGCE."
  inputs: ["vendor quotes", "independent government cost estimate"]
  outputs: ["bid abstract", "price reasonableness memo"]
  automation: high
  human_in_loop: approve
  tools: ["spreadsheet", "document editor"]
  frequency: ad-hoc
  trigger: "compare these quotes and check price reasonableness"

- id: parts-obsolescence-return-list
  title: "Build obsolete parts return-goods list"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Parts and inventory coordinator"]
  description: "Identify aged, no-movement parts eligible for OEM return allowance and assemble the return-goods list."
  inputs: ["Aged inventory report", "OEM return policy"]
  outputs: ["Return-goods authorization list", "Estimated credit value"]
  automation: medium
  human_in_loop: approve
  tools: ["Spreadsheet", "Inventory database"]
  frequency: quarterly
  trigger: "when preparing the OEM return allowance window"

- id: loc-translation-memory-leverage-report
  title: "Build translation memory leverage report"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Localization Program Manager"]
  description: "Compare new strings against translation memory and compute fuzzy-match tiers and word counts to scope a vendor quote."
  inputs: ["New source strings", "Translation memory export", "Vendor rate card"]
  outputs: ["Leverage report", "Estimated word counts and cost"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Translation management system", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "when scoping a localization vendor quote"

- id: build-vendor-scorecard
  title: "Build vendor performance scorecard"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Vendor Manager", "Procurement Specialist"]
  description: "Compile delivery, quality, and SLA metrics into a scorecard with overall rating and trend commentary."
  inputs: ["performance data", "SLA targets", "prior scorecards"]
  outputs: ["vendor scorecard", "rating and trend summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "BI tool", "docs"]
  frequency: quarterly
  trigger: "build a Q2 performance scorecard for this logistics vendor from these metrics"

- id: spend-analysis-categorization
  title: "Categorize spend and surface savings"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Procurement Specialist", "Financial Analyst", "Data Analyst"]
  description: "Classify transactions by category and vendor, then flag maverick spend, duplicates, and consolidation opportunities."
  inputs: ["spend/transaction export", "category taxonomy"]
  outputs: ["spend breakdown", "savings opportunity list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "ERP", "BI tool"]
  frequency: monthly
  trigger: "categorize this spend file and find consolidation opportunities"

- id: coi-expiry-renewal-nudge
  title: "Certificate of Insurance expiry tracking and renewal nudge"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Procurement Specialist", "Vendor Risk Coordinator", "Category Manager"]
  description: "Scan the vendor master for Certificates of Insurance expiring soon and draft renewal-request emails to each affected supplier."
  inputs: ["Vendor master with COI expiry dates and coverage limits", "Contractual insurance requirements", "Vendor contact list"]
  outputs: ["List of vendors with lapsing or non-compliant coverage", "Drafted renewal-request emails per vendor", "Compliance gap flags (e.g., limit below requirement)"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "ERP", "email"]
  frequency: monthly
  trigger: "which vendor insurance certificates are expiring and chase the renewals"

- id: repair-quote-rate-check
  title: "Check repair vendor quotes against contracted rates"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Component Repair & Warranty Administrator"]
  description: "Compare repair-order quotes against contracted catalog and labor rates and flag overcharges or out-of-scope line items."
  inputs: ["Repair-order quote", "Contract rate catalog"]
  outputs: ["Quote variance flags", "Approve/negotiate recommendation"]
  automation: medium
  human_in_loop: approve
  tools: ["Inventory/ERP system", "Spreadsheet"]
  frequency: weekly
  trigger: "a repair vendor returns a quote"

- id: trade-hs-classification
  title: "Classify products to tariff codes"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Customs & Trade Compliance Coordinator"]
  description: "Propose HS/tariff classifications from product specifications and flag low-confidence items for review."
  inputs: ["Product specifications", "Tariff schedule"]
  outputs: ["Proposed classifications", "Low-confidence list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Tariff database", "Spreadsheet"]
  frequency: weekly
  trigger: "when a new SKU is added for import"

- id: clean-vendor-master-data
  title: "Clean and deduplicate vendor master list"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Procurement Specialist", "Vendor Manager", "Data Analyst"]
  description: "Scan the vendor master list for duplicates, missing fields, and inconsistent naming. Propose merges and corrected records."
  inputs: ["vendor master export", "data standards"]
  outputs: ["data cleanup report", "dedupe and merge recommendations", "corrected records"]
  automation: medium
  human_in_loop: approve
  tools: ["ERP", "spreadsheet"]
  frequency: quarterly
  trigger: "find duplicate and incomplete records in this vendor master export"

- id: compare-vendor-bids
  title: "Compare and tabulate vendor bids"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Procurement Specialist", "Vendor Manager"]
  description: "Normalize multiple vendor proposals into one comparison matrix scoring price, terms, and scope against criteria."
  inputs: ["vendor proposals/quotes", "evaluation criteria", "scoring weights"]
  outputs: ["bid comparison matrix", "recommendation summary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "docs"]
  frequency: ad-hoc
  trigger: "build a comparison table from these three vendor quotes"

- id: compare-carrier-freight-quotes
  title: "Compare carrier freight quotes and recommend lowest-cost option"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Logistics & Transportation Coordinator"]
  description: "Normalize multiple carrier quotes for a shipment and recommend the cheapest viable option by cost and transit time."
  inputs: ["carrier rate quotes", "shipment weight/dimensions", "origin-destination and required delivery date"]
  outputs: ["side-by-side quote comparison table", "recommended carrier with rationale"]
  automation: high
  human_in_loop: approve
  tools: ["spreadsheet", "email", "ERP"]
  frequency: daily
  trigger: "which carrier is cheapest for this shipment"

- id: carrier-quote-comparison
  title: "Compare carrier quotes for client"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Broking Account Handler"]
  description: "Lay carrier quotes side by side comparing coverage, limits, exclusions and premium for a client recommendation."
  inputs: ["Carrier quotes", "Client coverage requirements"]
  outputs: ["Quote comparison matrix", "Coverage gap/recommendation notes"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "document management", "email"]
  frequency: ad-hoc
  trigger: "Compare these carrier quotes and lay out the differences."

- id: vendor-quote-compare
  title: "Compare localization vendor quotes"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Documentation localization vendor manager"]
  description: "Normalize per-word and per-language rate breakdowns across vendor quotes into a side-by-side cost comparison."
  inputs: ["Vendor quotes", "Word counts"]
  outputs: ["Cost comparison table", "Recommendation note"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Document parser"]
  frequency: ad-hoc
  trigger: "When sourcing a new localization project"

- id: compare-supplier-quotes-award
  title: "Compare supplier quotes and produce award recommendation"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Materials Buyer / Purchasing Specialist"]
  description: "Score supplier responses on price, lead time, and terms, then recommend an award with justification."
  inputs: ["supplier quotes", "evaluation criteria/weights"]
  outputs: ["scored comparison matrix", "award recommendation memo"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "ERP"]
  frequency: weekly
  trigger: "compare these supplier quotes and tell me who to award"

- id: market-research-sources-sought-summary
  title: "Compile a market research summary from sources-sought responses"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Contracting / Procurement Officer"]
  description: "Aggregate vendor capability responses and market data into a market research report supporting set-aside and acquisition-strategy decisions."
  inputs: ["sources-sought responses", "vendor capability statements"]
  outputs: ["market research report", "set-aside recommendation"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "document editor", "web research"]
  frequency: ad-hoc
  trigger: "summarize the market research for this requirement"

- id: bunker-price-comparison
  title: "Compile bunker price comparison across ports and suppliers"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Bunker procurement coordinator"]
  description: "Gather supplier quotes by port and grade into a comparison showing landed price and stem feasibility."
  inputs: ["supplier quotes", "voyage port options"]
  outputs: ["bunker price comparison"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "email"]
  frequency: ad-hoc
  trigger: "A vessel needs to stem bunkers on the upcoming voyage"

- id: compile-carrier-bid-comparison
  title: "Compile carrier RFP bid responses into comparison"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Carrier-Relations Analyst"]
  description: "Normalize lane-level carrier bid responses into a side-by-side rate and capacity comparison with award suggestions."
  inputs: ["carrier bid sheets", "lane volume forecast"]
  outputs: ["bid comparison matrix", "award recommendations"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "BI tool"]
  frequency: quarterly
  trigger: "Compare the carrier bids for our annual lanes"

- id: new-unit-equipment-order
  title: "Compile equipment and supply order list from approved vendors"
  domain: "Procurement & Vendor Mgmt"
  roles: ["New-location onboarding coordinator"]
  description: "Build a new-unit opening order from the approved-vendor catalog and the standard equipment package spec."
  inputs: ["approved-vendor catalog", "standard package spec", "unit layout"]
  outputs: ["equipment/supply order list"]
  automation: medium
  human_in_loop: approve
  tools: ["procurement system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "When build-out reaches the equipment phase"

- id: subcontracting-plan-goal-report
  title: "Compile small business subcontracting goal attainment report"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Subcontracts Administrator (GovCon)"]
  description: "Aggregate subcontract spend by socioeconomic category against plan goals and draft the periodic subcontracting attainment report."
  inputs: ["subcontract spend ledger", "subcontracting plan goals"]
  outputs: ["goal attainment report", "shortfall narrative"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "ERP"]
  frequency: quarterly
  trigger: "build the subcontracting plan goal report"

- id: supplier-promo-calendar
  title: "Coordinate supplier promotional calendar"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Category Manager"]
  description: "Consolidate vendor-funded promo commitments and deadlines into a single category promo calendar."
  inputs: ["vendor promo agreements", "promo deadlines", "category calendar"]
  outputs: ["consolidated promo calendar", "missing-commitment chase list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "email", "ERP"]
  frequency: quarterly
  trigger: "consolidate this quarter's vendor promo commitments into one calendar"

- id: sole-source-justification-draft
  title: "Draft a sole-source justification & approval memo"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Contracting / Procurement Officer"]
  description: "Assemble a justification for other-than-full-and-open competition, citing the applicable authority and market facts from the requiring activity's inputs."
  inputs: ["requirement description", "market research", "requesting memo"]
  outputs: ["J&A draft memo"]
  automation: low
  human_in_loop: sign-off
  tools: ["document editor", "knowledge base"]
  frequency: ad-hoc
  trigger: "draft a sole source justification for this buy"

- id: distribute-trade-bid-invitations
  title: "Draft and distribute subcontractor bid invitations"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Bid Coordinator"]
  description: "Generate trade-specific invitations-to-bid with scope highlights and due dates, then distribute to the relevant subcontractor list."
  inputs: ["project scope by trade", "subcontractor contact list", "bid due date"]
  outputs: ["trade bid invitations", "distribution log"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["email", "CRM", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Send ITBs to all the electrical subs for this project"

- id: draft-appraisal-order-requests
  title: "Draft appraisal order requests"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Appraisal Coordinator"]
  description: "Generate appraisal assignment requests with property details, scope, and due dates to vetted appraisers."
  inputs: ["order intake details", "appraiser roster"]
  outputs: ["appraisal order request"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "CRM"]
  frequency: daily
  trigger: "Draft an appraisal order for this property"

- id: draft-po-expedite-followups
  title: "Draft expedite follow-ups on overdue purchase orders"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Materials Buyer / Purchasing Specialist"]
  description: "Identify past-due and at-risk POs from the open-order report and draft prioritized expedite emails to suppliers."
  inputs: ["open purchase order report", "supplier contacts"]
  outputs: ["prioritized expedite list", "draft follow-up emails"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "ERP", "spreadsheet"]
  frequency: daily
  trigger: "chase suppliers on our overdue POs"

- id: follow-up-open-purchase-orders
  title: "Draft follow-ups for open purchase orders"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Procurement Specialist", "AP/AR Clerk"]
  description: "Identify unacknowledged or overdue POs and draft chase emails to vendors asking for status or delivery dates."
  inputs: ["open PO report", "vendor contacts", "expected delivery dates"]
  outputs: ["prioritized open-PO list", "drafted follow-up emails"]
  automation: high
  human_in_loop: review-before-send
  tools: ["ERP", "email", "spreadsheet"]
  frequency: weekly
  trigger: "draft chase emails for all POs overdue or not yet acknowledged"

- id: interconnection-renewal-notice
  title: "Draft interconnection agreement renewal notices"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Interconnection & peering administrator"]
  description: "Generate renewal or amendment notices for interconnection agreements nearing their expiration date from contract records."
  inputs: ["interconnection agreement list", "expiration dates", "counterparty contacts"]
  outputs: ["renewal notice drafts"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["contract repository", "document editor"]
  frequency: monthly
  trigger: "when an interconnection agreement nears expiry"

- id: media-makegood-request-draft
  title: "Draft make-good requests for under-delivered placements"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Media buying reconciliation analyst"]
  description: "Compare delivered vs guaranteed impressions and draft credit or make-good requests to under-delivering vendors."
  inputs: ["Delivery report", "Insertion order terms"]
  outputs: ["Make-good request emails", "Credit tracking log"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "email client"]
  frequency: monthly
  trigger: "when a placement delivers below its guarantee"

- id: negotiation-prep-brief
  title: "Draft negotiation prep brief"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Procurement Specialist", "Vendor Manager"]
  description: "Prepare talking points, target pricing, benchmarks, and concession options ahead of a vendor negotiation."
  inputs: ["current contract/pricing", "benchmark data", "negotiation objectives"]
  outputs: ["negotiation brief", "target and walkaway points"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet"]
  frequency: ad-hoc
  trigger: "prep a negotiation brief for our annual renewal with this SaaS vendor"

- id: draft-purchase-order
  title: "Draft purchase order from requisition"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Procurement Specialist", "AP/AR Clerk"]
  description: "Convert an approved requisition and quote into a purchase order with line items, terms, and GL coding."
  inputs: ["approved requisition", "vendor quote", "GL codes"]
  outputs: ["purchase order draft"]
  automation: high
  human_in_loop: approve
  tools: ["ERP", "email"]
  frequency: daily
  trigger: "draft a PO from this approved requisition and vendor quote"

- id: draft-price-increase-response
  title: "Draft response to vendor price increase"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Procurement Specialist", "Vendor Manager"]
  description: "Draft a reply pushing back on a vendor price increase, citing contract terms, benchmarks, and alternatives."
  inputs: ["vendor price-increase notice", "current contract and pricing", "market benchmarks"]
  outputs: ["drafted pushback email or letter"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["email", "docs"]
  frequency: ad-hoc
  trigger: "draft a reply pushing back on this supplier's price increase"

- id: draft-rfp-document
  title: "Draft RFP/RFQ document"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Procurement Specialist", "Vendor Manager"]
  description: "Turn a requirements brief into a structured RFP/RFQ with scope, evaluation criteria, and submission instructions."
  inputs: ["requirements brief", "category specs", "evaluation criteria", "timeline"]
  outputs: ["RFP/RFQ document", "vendor submission instructions"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "email"]
  frequency: ad-hoc
  trigger: "draft an RFP for our office cleaning services contract"

- id: draft-rfq-from-requisition
  title: "Draft RFQ documents to suppliers from a requisition"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Materials Buyer / Purchasing Specialist"]
  description: "Convert a purchase requisition into a structured RFQ with specs, quantities, terms, and response deadline."
  inputs: ["purchase requisition", "item specifications", "supplier shortlist"]
  outputs: ["draft RFQ document", "supplier cover emails"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "spreadsheet", "ERP"]
  frequency: weekly
  trigger: "create an RFQ for this requisition"

- id: draft-clearance-request-emails
  title: "Draft rights clearance request emails to rights holders"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Rights & Clearances Coordinator"]
  description: "Draft outreach emails to talent, agencies or stock providers requesting clearance for specified usage."
  inputs: ["Asset and intended usage details", "Rights-holder contacts", "Email template"]
  outputs: ["Draft clearance request emails", "Tracking row per request"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["email", "spreadsheet", "knowledge base"]
  frequency: ad-hoc
  trigger: "Draft clearance requests for these assets"

- id: draft-scope-of-work-summary-for-ti-vendors
  title: "Draft scope-of-work summary for TI vendors"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Tenant Improvement Coordinator"]
  description: "Turn design and lease requirements into a clear scope-of-work summary to send vendors for bidding."
  inputs: ["design drawings", "lease work letter"]
  outputs: ["scope-of-work summary", "bid request"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["email", "document management system"]
  frequency: ad-hoc
  trigger: "Write a scope of work for the TI bid package"

- id: draft-statement-of-work
  title: "Draft statement of work from scope notes"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Procurement Specialist", "Vendor Manager", "Project Manager"]
  description: "Turn rough project scope notes into a structured SOW with deliverables, milestones, acceptance criteria, and timeline."
  inputs: ["project scope notes", "deliverable list", "budget and timeline"]
  outputs: ["statement of work draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "email"]
  frequency: ad-hoc
  trigger: "draft an SOW from these project scope notes"

- id: supplier-corrective-action-request-draft
  title: "Draft supplier corrective action request (SCAR)"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Supplier Quality Coordinator"]
  description: "From a receiving-inspection or line rejection, draft a SCAR with defect detail, quantities, and required response dates."
  inputs: ["receiving inspection/reject record", "defect details and photos", "supplier and PO data"]
  outputs: ["SCAR document draft", "supplier notification email"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ERP", "email", "knowledge base"]
  frequency: ad-hoc
  trigger: "open a SCAR for the rejected lot from supplier Y"

- id: supplier-expedite-request-drafts
  title: "Draft supplier expedite requests for short parts"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Materials & MRP Analyst"]
  description: "For past-due/short components driving line-down risk, draft expedite emails citing PO, qty, need date, and impact."
  inputs: ["past-due/shortage list", "open PO details", "build schedule need dates"]
  outputs: ["per-supplier expedite request emails", "expedite tracking log"]
  automation: high
  human_in_loop: review-before-send
  tools: ["ERP", "email", "spreadsheet"]
  frequency: daily
  trigger: "draft expedite emails for the parts causing line-down risk"

- id: draft-vendor-offboarding-notice
  title: "Draft vendor offboarding notice and checklist"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Vendor Manager", "Procurement Specialist"]
  description: "Draft a termination or non-renewal notice plus an offboarding checklist covering access revocation, data return, and final invoicing."
  inputs: ["vendor contract", "termination clause", "relationship details"]
  outputs: ["termination notice draft", "offboarding checklist"]
  automation: medium
  human_in_loop: approve
  tools: ["docs", "email", "e-signature"]
  frequency: ad-hoc
  trigger: "draft a non-renewal notice and offboarding checklist for this vendor"

- id: draft-vendor-qbr-deck
  title: "Draft vendor QBR deck outline"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Vendor Manager", "Procurement Specialist"]
  description: "Outline a quarterly business review for a strategic supplier covering performance, spend, risks, and roadmap."
  inputs: ["vendor scorecard", "spend data", "open issues", "roadmap notes"]
  outputs: ["QBR deck outline", "talking points"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet"]
  frequency: quarterly
  trigger: "outline a QBR deck for our strategic packaging supplier"

- id: tm-leverage-cost-report
  title: "Estimate translation-memory leverage and word-rate savings"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Localization project coordinator", "Documentation localization vendor manager"]
  description: "Compare new source segments to translation memory to estimate 100%/fuzzy matches and projected cost savings."
  inputs: ["New source segments", "Translation memory export", "Vendor rate card"]
  outputs: ["Leverage report", "Cost estimate"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Text-comparison tool"]
  frequency: weekly
  trigger: "Before requesting a translation quote"

- id: vet-lot-expiry-flagging
  title: "Flag expiring and expired medication lots"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Veterinary inventory & reorder clerk"]
  description: "Identify lots near or past expiry from lot-tracking records for pull or use-first action."
  inputs: ["Lot-tracking records", "Expiry thresholds"]
  outputs: ["Expiring-lot list"]
  automation: high
  human_in_loop: spot-check
  tools: ["Inventory management system", "Spreadsheet"]
  frequency: weekly
  trigger: "An expiry sweep of stock is due"

- id: sds-expiry-refresh-requests
  title: "Flag stale SDS and draft supplier refresh requests"
  domain: "Procurement & Vendor Mgmt"
  roles: ["SDS / chemical inventory administrator"]
  description: "Identify SDS older than the review threshold and draft requests to suppliers for the current revision."
  inputs: ["SDS register with revision dates", "Supplier contact list"]
  outputs: ["Stale-SDS list", "Draft supplier request emails"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Email client"]
  frequency: quarterly
  trigger: "On the quarterly SDS currency review"

- id: supply-reorder-list
  title: "Generate clinical supply reorder list from usage"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Dental & Veterinary Practice Administrator"]
  description: "Build a reorder list for clinical supplies based on par levels and recent consumption."
  inputs: ["inventory par levels", "usage log"]
  outputs: ["Reorder list"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "practice mgmt"]
  frequency: weekly
  trigger: "What supplies do we need to reorder this week?"

- id: fb-purchase-order-generation
  title: "Generate F&B purchase orders from par levels"
  domain: "Procurement & Vendor Mgmt"
  roles: ["F&B Purchasing Clerk"]
  description: "Compare on-hand inventory to par levels and draft purchase orders per supplier for any items below par."
  inputs: ["inventory count", "par levels", "supplier price list"]
  outputs: ["draft purchase orders"]
  automation: high
  human_in_loop: approve
  tools: ["ERP", "spreadsheet"]
  frequency: daily
  trigger: "Create POs for items below par from today's count"

- id: parts-reorder-suggestions
  title: "Generate parts reorder list from min/max levels"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Parts and inventory coordinator"]
  description: "Compare on-hand counts to min/max and days-supply targets and draft a suggested reorder list."
  inputs: ["On-hand inventory", "Min/max settings", "Sales velocity"]
  outputs: ["Suggested reorder list", "Stock-out risk flags"]
  automation: high
  human_in_loop: approve
  tools: ["Spreadsheet", "Inventory database"]
  frequency: weekly
  trigger: "before placing the weekly stock order"

- id: reagent-reorder-list
  title: "Generate reagent low-stock and expiry reorder list"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Sample & inventory chain-of-custody clerk"]
  description: "Scan inventory for items below reorder point or nearing expiry and compile a reorder list."
  inputs: ["Inventory records", "Reorder thresholds", "Expiry dates"]
  outputs: ["Reorder list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Inventory system", "Spreadsheet"]
  frequency: weekly
  trigger: "Check what reagents we're running low on"

- id: vet-reorder-list-gen
  title: "Generate reorder list from par levels and demand"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Veterinary inventory & reorder clerk"]
  description: "Build a reorder list for items below par, adjusting quantities for upcoming appointment demand."
  inputs: ["Current stock levels", "Par levels", "Upcoming appointment schedule"]
  outputs: ["Reorder list"]
  automation: high
  human_in_loop: approve
  tools: ["Inventory management system", "Scheduling system"]
  frequency: weekly
  trigger: "The weekly stock reorder is due"

- id: invoice-rate-card-leakage-audit
  title: "Invoice-to-rate-card price leakage reconciliation"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Procurement Analyst", "Accounts Payable Analyst", "Category Manager"]
  description: "Compare invoiced unit prices against negotiated rate cards and surface overcharges, expired discounts, and off-contract line items."
  inputs: ["Invoice line-item export", "Negotiated rate cards / price lists", "Contract discount and tier terms"]
  outputs: ["Variance report of invoiced vs. contracted prices", "Estimated recoverable overcharge amount", "Flagged lines for vendor dispute"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "ERP", "BI tool"]
  frequency: monthly
  trigger: "check if vendors are billing us above the contracted rates"

- id: level-subcontractor-quotes
  title: "Level subcontractor quotes for bid comparison"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Construction Estimator", "Bid Coordinator"]
  description: "Normalize multiple sub bids to common scope and units; build a side-by-side leveling sheet flagging exclusions and price outliers."
  inputs: ["subcontractor quotes", "project scope/specs", "bid leveling template"]
  outputs: ["bid leveling spreadsheet", "scope gap notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "email"]
  frequency: ad-hoc
  trigger: "Level these mechanical sub bids and flag what's excluded"

- id: off-contract-buy-flagging
  title: "Match requisitions to preferred-vendor catalog"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Lab procurement & vendor coordinator"]
  description: "Compare consumable requisitions to the preferred-vendor catalog and flag off-contract or higher-cost buys."
  inputs: ["Requisitions", "Preferred-vendor catalog"]
  outputs: ["Off-contract flag list", "Suggested alternatives"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Procurement system", "Spreadsheet"]
  frequency: weekly
  trigger: "Review this week's lab supply requisitions"

- id: warranty-entitlement-claim-draft
  title: "Match unserviceable parts to warranty and draft claim packages"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Component Repair & Warranty Administrator"]
  description: "Check removed components' serial and install/removal dates against warranty terms and draft entitlement claim packages for eligible units."
  inputs: ["Removal records", "Warranty terms", "Component history"]
  outputs: ["Warranty eligibility determination", "Draft claim package"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Inventory/ERP system", "Warranty register", "Document template tool"]
  frequency: weekly
  trigger: "an unserviceable component is removed"

- id: vendor-onboarding-packet
  title: "Prepare vendor onboarding packet"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Procurement Specialist", "Vendor Manager", "AP/AR Clerk"]
  description: "Assemble an onboarding checklist and request required documents (W-9, banking, insurance, NDA) from a new supplier."
  inputs: ["vendor details", "onboarding requirements"]
  outputs: ["onboarding checklist", "document request email"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "docs", "ERP"]
  frequency: ad-hoc
  trigger: "set up the onboarding packet and document request for this new supplier"

- id: bunker-bdn-reconcile
  title: "Reconcile bunker delivery note against nominated quantity"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Bunker procurement coordinator"]
  description: "Compare delivered quantity and grade on the bunker delivery note to the nomination and flag short delivery."
  inputs: ["bunker delivery note", "stem nomination"]
  outputs: ["reconciliation note"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "PDF reader"]
  frequency: ad-hoc
  trigger: "The bunker delivery note arrived after stemming"

- id: field-ticket-afe-coding-reconciliation
  title: "Reconcile field tickets to AFE cost codes"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Drilling & AFE cost analyst"]
  description: "Match field service tickets and invoices to AFE line items and verify cost-code allocation and rate agreements."
  inputs: ["Field service tickets", "Vendor invoices", "AFE cost-code structure"]
  outputs: ["Coded ticket reconciliation", "Mis-coded or off-rate exceptions"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Invoice parser", "Spreadsheet", "Cost ledger"]
  frequency: weekly
  trigger: "When field tickets accumulate for coding"

- id: reconcile-invoice-three-way-match
  title: "Reconcile invoice against PO and receipt"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Procurement Specialist", "AP/AR Clerk"]
  description: "Match a vendor invoice line-by-line against its purchase order and goods receipt. Flag price, quantity, and line-item discrepancies before payment."
  inputs: ["vendor invoice", "purchase order", "goods receipt or delivery note"]
  outputs: ["three-way match summary", "list of flagged exceptions and discrepancies"]
  automation: medium
  human_in_loop: approve
  tools: ["ERP", "spreadsheet", "email"]
  frequency: weekly
  trigger: "check this invoice against the PO and delivery note and flag any mismatches"

- id: joint-use-count-reconciliation
  title: "Reconcile joint-use attachment counts with partners"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Pole-attachment & joint-use administrator"]
  description: "Compare our pole-attachment inventory against a partner utility's count and flag discrepancies for billing reconciliation."
  inputs: ["our attachment inventory", "partner attachment count"]
  outputs: ["discrepancy report", "true-up adjustment list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["pole-attachment register", "spreadsheet"]
  frequency: quarterly
  trigger: "during the annual joint-use true-up"

- id: po-delivery-reconciliation
  title: "Reconcile lab deliveries against purchase orders"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Lab procurement & vendor coordinator"]
  description: "Match packing slips to open POs and flag short, over, or wrong-item shipments for follow-up."
  inputs: ["Packing slips", "Open purchase orders"]
  outputs: ["Reconciliation report", "Exception list"]
  automation: high
  human_in_loop: spot-check
  tools: ["Procurement system", "Spreadsheet"]
  frequency: weekly
  trigger: "Lab supplies were delivered and need checking against the PO"

- id: reconcile-buy-against-moq-curves
  title: "Reconcile planned buy quantities against MOQs and size curves"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Seasonal Buy-Plan Analyst", "Merchandise Allocation Planner"]
  description: "Check planned buy quantities against vendor MOQs and round to valid size-curve and pack ratios, listing each adjustment."
  inputs: ["Planned buy quantities", "Vendor MOQ and pack rules", "Size-curve ratios"]
  outputs: ["Adjusted buy quantities", "MOQ/curve adjustment log"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "rules checker"]
  frequency: quarterly
  trigger: "before placing the seasonal buy with vendors"

- id: vet-shipment-po-reconcile
  title: "Reconcile received shipment against purchase order"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Veterinary inventory & reorder clerk"]
  description: "Match received items to the purchase order and note shortages, substitutions and backorders."
  inputs: ["Purchase order", "Packing slip"]
  outputs: ["Reconciliation note", "Exceptions list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Inventory management system", "OCR/document parser"]
  frequency: ad-hoc
  trigger: "A supplier shipment arrives"

- id: sub-invoice-verification
  title: "Reconcile subconsultant invoices against agreement and budget"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Subconsultant Agreement Administrator"]
  description: "Check sub invoice amounts, rates, and remaining budget against the executed agreement and not-to-exceed limit; flag overages."
  inputs: ["subconsultant invoice", "executed sub agreement", "budget remaining"]
  outputs: ["verification note", "exception flags"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "accounting system export"]
  frequency: monthly
  trigger: "Sub invoice came in for approval"

- id: ppap-submission-checklist-review
  title: "Review PPAP submission for completeness"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Supplier Quality Coordinator"]
  description: "Check a supplier PPAP package against the required-element checklist and flag missing or inconsistent documents."
  inputs: ["PPAP submission package", "required element list/level", "part specifications"]
  outputs: ["completeness checklist result", "missing/clarification request list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "knowledge base", "email"]
  frequency: ad-hoc
  trigger: "review this PPAP submission for missing documents"

- id: vendor-exclusion-screening
  title: "Screen subcontractors against exclusion and responsibility checks"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Subcontracts Administrator (GovCon)"]
  description: "Check prospective subs against debarment/exclusion records and assemble a responsibility determination summary before award."
  inputs: ["vendor list", "exclusion records", "financial/past performance data"]
  outputs: ["exclusion screening results", "responsibility summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["web research", "spreadsheet", "knowledge base"]
  frequency: ad-hoc
  trigger: "screen these subs for debarment before we award"

- id: screen-supplier-sustainability
  title: "Screen suppliers on sustainability criteria"
  domain: "Procurement & Vendor Mgmt"
  roles: ["ESG / Sustainability Analyst"]
  description: "Score supplier questionnaire responses against sustainability criteria and flag non-compliant vendors."
  inputs: ["supplier questionnaires", "scoring rubric"]
  outputs: ["supplier scorecards", "flagged vendors"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "knowledge base"]
  frequency: quarterly
  trigger: "score these suppliers against our sustainability checklist"

- id: screen-vendor-compliance-docs
  title: "Screen vendor compliance documents"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Procurement Specialist", "Compliance Officer", "Vendor Manager"]
  description: "Check certificates of insurance, certifications, and tax forms for validity, coverage levels, and expiration."
  inputs: ["vendor compliance documents", "required coverage thresholds"]
  outputs: ["compliance check summary", "gaps and expiry flags"]
  automation: medium
  human_in_loop: spot-check
  tools: ["docs", "knowledge base"]
  frequency: monthly
  trigger: "check these vendor insurance certs against our minimum coverage requirements"

- id: sla-service-credit-claim-draft
  title: "SLA breach detection and service-credit claim drafting"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Vendor Performance Manager", "Procurement Specialist", "Service Delivery Manager"]
  description: "Cross-check vendor performance logs against SLA thresholds and draft the service-credit claim with the calculated entitlement."
  inputs: ["Vendor performance / uptime / response-time logs", "SLA terms and credit formulas", "Contract reference details"]
  outputs: ["List of SLA breaches with severity", "Calculated credit owed per breach", "Drafted credit-claim email to the vendor"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "ticketing", "email"]
  frequency: monthly
  trigger: "did any vendor miss their SLA and draft the credit claim"

- id: compare-carrier-rate-quotes
  title: "Summarize carrier rate quotes into a comparison"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Logistics Coordinator"]
  description: "Normalize multiple carrier quotes into one comparison table by lane, transit time, and total cost. Recommend the best option per criteria."
  inputs: ["carrier quotes", "lane/shipment requirements"]
  outputs: ["rate comparison table", "recommendation"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "email"]
  frequency: weekly
  trigger: "compare these carrier quotes and tell me the cheapest with acceptable transit time"

- id: supplier-bank-detail-change-verification
  title: "Supplier banking-change verification packet"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Vendor Master Data Analyst", "Procurement Specialist", "AP Controls Analyst"]
  description: "Assemble a verification packet for any supplier bank-detail change request, flagging mismatches against records before payout approval."
  inputs: ["Bank-change request and supporting documents", "Existing vendor master record", "Known authorized-contact list"]
  outputs: ["Field-by-field comparison of old vs. new details", "Fraud-risk flags (e.g., new domain, mismatched name)", "Callback verification checklist for the analyst"]
  automation: low
  human_in_loop: approve
  tools: ["ERP", "email", "knowledge base"]
  frequency: ad-hoc
  trigger: "a vendor wants to change their bank details, prep the verification check"

- id: tier2-supplier-diversity-spend-rollup
  title: "Tier-2 and supplier diversity spend rollup"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Procurement Analyst", "Supplier Diversity Lead", "Category Manager"]
  description: "Roll up direct and pass-through spend by diversity classification into the periodic stakeholder report with year-over-year deltas."
  inputs: ["Spend ledger with supplier IDs", "Supplier diversity certification data", "Tier-2 reporting from prime vendors"]
  outputs: ["Diversity spend report by category and classification", "Year-over-year and target-vs-actual comparisons", "Narrative summary for stakeholders"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "BI tool", "ERP"]
  frequency: quarterly
  trigger: "build the quarterly supplier diversity spend report"

- id: track-coi-expirations
  title: "Track COI expirations and request renewals"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Subcontractor Coordinator"]
  description: "Monitor certificate-of-insurance and license expirations and draft renewal requests to subcontractors."
  inputs: ["compliance tracker", "subcontractor contacts"]
  outputs: ["expiration report", "renewal request emails"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "email"]
  frequency: monthly
  trigger: "Which subs have insurance expiring and chase the renewals"

- id: track-contract-renewals
  title: "Track contract renewals and flag expirations"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Procurement Specialist", "Vendor Manager"]
  description: "Monitor renewal and expiry dates across contracts and surface upcoming actions and auto-renew notice deadlines."
  inputs: ["contract register", "renewal and notice dates"]
  outputs: ["renewal calendar/alerts", "action list"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "calendar", "email"]
  frequency: monthly
  trigger: "list all contracts expiring or auto-renewing in the next 90 days"

- id: track-supplier-foodsafety-certificates
  title: "Track supplier food-safety certificate expirations"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Food-safety compliance coordinator"]
  description: "Monitor COA, organic, and non-GMO certificate expiry dates and draft renewal requests to suppliers."
  inputs: ["supplier certificate registry", "expiry dates"]
  outputs: ["expiry alerts", "renewal request drafts"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "email tool", "document store"]
  frequency: weekly
  trigger: "Certificate nearing expiry"

- id: aog-parts-sourcing-triage
  title: "Triage AOG requests and draft a parts-sourcing summary"
  domain: "Procurement & Vendor Mgmt"
  roles: ["AOG & Parts Logistics Coordinator"]
  description: "On an AOG alert, identify the part number, approved alternates/interchangeables, and candidate suppliers, drafting a prioritized sourcing summary."
  inputs: ["AOG request", "Illustrated parts catalog / interchangeability data", "Approved supplier list"]
  outputs: ["Prioritized sourcing summary", "Supplier shortlist with lead times"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Inventory/ERP system", "Parts catalog", "Email"]
  frequency: daily
  trigger: "an AOG alert comes in"

- id: vendor-delivery-validation
  title: "Validate vendor delivery completeness against the PO"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Documentation localization vendor manager", "Localization project coordinator"]
  description: "Confirm all ordered languages and files were returned and match the purchase order, flagging missing deliverables."
  inputs: ["Vendor delivery package", "Purchase order", "File manifest"]
  outputs: ["Completeness checklist", "Missing-items list"]
  automation: high
  human_in_loop: approve
  tools: ["File inventory tool", "Spreadsheet"]
  frequency: weekly
  trigger: "When a vendor delivers translated files"

- id: vendor-offboarding-closure-checklist
  title: "Vendor offboarding closure checklist coordination"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Vendor Manager", "Procurement Specialist", "Vendor Risk Coordinator"]
  description: "Generate and track the offboarding closure checklist for a terminated vendor: access revocation, data deletion, final invoice, master deactivation."
  inputs: ["Vendor record and contract terms", "Termination reason and effective date", "Linked systems/access and open PO list"]
  outputs: ["Tailored offboarding checklist with owners", "Drafted data-deletion and final-invoice requests", "Outstanding-item tracker and closure status"]
  automation: medium
  human_in_loop: sign-off
  tools: ["ticketing", "ERP", "email"]
  frequency: ad-hoc
  trigger: "we're ending the contract with this vendor, run the offboarding steps"

- id: sub-insurance-cert-tracking
  title: "Verify and track subconsultant insurance certificates"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Subconsultant Agreement Administrator"]
  description: "Check each sub's COI for required limits, additional-insured status, and expiry; flag deficiencies and upcoming lapses."
  inputs: ["certificates of insurance", "contract insurance requirements"]
  outputs: ["compliance status by sub", "expiry reminders"]
  automation: high
  human_in_loop: spot-check
  tools: ["document parser", "tracking spreadsheet", "reminder tool"]
  frequency: monthly
  trigger: "Time to refresh sub insurance compliance"

- id: part-cert-traceability-verify
  title: "Verify part release certificates against received parts"
  domain: "Procurement & Vendor Mgmt"
  roles: ["MRO Quality & Maintenance Records Auditor"]
  description: "Match incoming parts to their authorized release certificates (8130-3/EASA Form 1) and flag missing or mismatched traceability."
  inputs: ["Receiving records", "Release certificates", "Purchase orders"]
  outputs: ["Certificate verification result", "Quarantine/hold list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Inventory/ERP system", "Document management system"]
  frequency: daily
  trigger: "a parts shipment is received"

- id: verify-subcontractor-compliance-docs
  title: "Verify subcontractor compliance documents"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Subcontractor Coordinator"]
  description: "Check COIs, licenses, W-9s, and bonds against project requirements; flag missing items and coverage shortfalls."
  inputs: ["subcontractor documents", "insurance/compliance requirements"]
  outputs: ["compliance status report", "exception list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "CRM"]
  frequency: ad-hoc
  trigger: "Check if this sub's insurance meets our requirements"

- id: board-pack-assembly
  title: "Assemble the board meeting pack"
  domain: "Executive / Admin Support"
  roles: ["Corporate Secretary"]
  description: "Compile agenda, prior minutes, and committee reports into a paginated, indexed board book."
  inputs: ["Agenda", "Committee reports", "Prior minutes"]
  outputs: ["Board pack"]
  automation: medium
  human_in_loop: approve
  tools: ["Document editor", "File storage", "Board portal"]
  frequency: quarterly
  trigger: "when a board meeting is scheduled"

- id: traveler-itinerary-build
  title: "Assemble traveler itineraries from confirmations"
  domain: "Executive / Admin Support"
  roles: ["Corporate Travel Coordinator"]
  description: "Consolidate flight, hotel and ground bookings into one clear itinerary with times, confirmation numbers and contacts."
  inputs: ["booking confirmation emails", "traveler preferences"]
  outputs: ["consolidated itinerary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "spreadsheet", "calendar"]
  frequency: daily
  trigger: "Build an itinerary from these booking confirmations"

- id: audit-calendar-dial-ins-and-locations
  title: "Audit calendar entries for missing dial-ins and locations"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Team Coordinator"]
  description: "Scan upcoming events for missing video links, dial-ins, room bookings, or locations and flag or fix the gaps."
  inputs: ["Calendar for the coming period", "Standard room and dial-in details"]
  outputs: ["List of flagged events with proposed fixes"]
  automation: high
  human_in_loop: spot-check
  tools: ["Calendar"]
  frequency: weekly
  trigger: "Check next week's meetings for missing video links and rooms"

- id: board-packet-rsvp-and-quorum-tracking
  title: "Board packet RSVP and quorum tracking"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Chief of Staff", "Board Liaison"]
  description: "Collect RSVPs for a board/committee meeting, track quorum, chase non-responders, and confirm pre-read distribution."
  inputs: ["Member list", "Meeting invite", "RSVP responses", "Pre-read materials list"]
  outputs: ["RSVP and quorum status tracker", "Chase emails to non-responders"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["email", "calendar", "spreadsheet"]
  frequency: quarterly
  trigger: "Track RSVPs and quorum for next month's board meeting and nudge the stragglers"

- id: build-pre-meeting-briefing
  title: "Build a pre-meeting briefing document"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Chief of Staff"]
  description: "Assemble a one-page brief on attendees, recent context, talking points, and open items ahead of an external or internal meeting."
  inputs: ["meeting invite/attendees", "prior emails and notes", "company/contact background"]
  outputs: ["one-page briefing doc", "suggested talking points", "open questions list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "email", "calendar", "CRM"]
  frequency: daily
  trigger: "prep a briefing for my 2pm with the new vendor"

- id: build-meeting-time-zone-sheet
  title: "Build a time-zone reference sheet for a distributed meeting"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Team Coordinator"]
  description: "Convert a proposed meeting time into local times for every participant and note any out-of-hours conflicts."
  inputs: ["Proposed meeting time", "Participant locations"]
  outputs: ["Time-zone conversion sheet with conflict flags"]
  automation: high
  human_in_loop: none
  tools: ["Spreadsheet", "Calendar"]
  frequency: ad-hoc
  trigger: "Show what 3pm Tuesday is for everyone on the invite"

- id: tour-itinerary-build
  title: "Build artist itineraries and advance sheets for a run"
  domain: "Executive / Admin Support"
  roles: ["Talent & booking coordinator"]
  description: "Assemble travel, hotel, venue, and timing details into a day-by-day itinerary and show advance sheet."
  inputs: ["Confirmed dates", "Travel and hotel bookings", "Venue contacts"]
  outputs: ["Tour itinerary", "Advance sheet"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document generator", "calendar", "spreadsheet"]
  frequency: ad-hoc
  trigger: "as a tour routing is locked"

- id: build-showroom-appointment-schedule
  title: "Build showroom appointment schedule for market week"
  domain: "Executive / Admin Support"
  roles: ["Sample & Showroom Coordinator"]
  description: "Slot buyer appointment requests into showroom time blocks, avoiding clashes and balancing rep coverage across the day."
  inputs: ["Buyer appointment requests", "Showroom hours and room availability", "Rep availability"]
  outputs: ["Draft appointment schedule", "List of conflicts or unfilled requests"]
  automation: medium
  human_in_loop: approve
  tools: ["calendar", "spreadsheet"]
  frequency: quarterly
  trigger: "in the run-up to a seasonal market week"

- id: build-talent-itinerary
  title: "Build talent travel and appearance itineraries"
  domain: "Executive / Admin Support"
  roles: ["Talent & Booking Coordinator"]
  description: "Assemble travel, hotel, ground transport, and appearance schedule into a single talent itinerary."
  inputs: ["travel bookings", "appearance schedule", "talent preferences"]
  outputs: ["itinerary document", "calendar invites"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["calendar", "email", "spreadsheet"]
  frequency: ad-hoc
  trigger: "put together the itinerary for the talent's appearance"

- id: capture-meeting-minutes-actions
  title: "Capture meeting minutes and action items"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Program Manager"]
  description: "Turn a call transcript or rough notes into clean minutes with decisions, owners, and due dates, ready to circulate."
  inputs: ["call transcript or notes", "attendee list", "agenda"]
  outputs: ["formatted minutes", "action item list with owners/dates", "follow-up email draft"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs", "email"]
  frequency: daily
  trigger: "turn this transcript into minutes with action items and owners"

- id: chase-signatures-on-document
  title: "Chase signatures and approvals on a document for execution"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Administrative Assistant"]
  description: "Track who still needs to sign or approve a document and draft reminder nudges in routing order."
  inputs: ["Document and signer list", "Routing order", "Current signature status"]
  outputs: ["Status tracker and draft reminder messages"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["E-signature platform", "Email", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "Find out who hasn't signed the contract yet and nudge them"

- id: clean-contact-list
  title: "Clean and dedupe contact list"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Office Manager"]
  description: "Standardize names, titles, and companies, merge duplicates, and flag stale or bouncing contacts in the exec's address book or CRM."
  inputs: ["contact export or CRM access", "recent email signatures", "naming conventions"]
  outputs: ["deduped contact list", "list of fields to confirm", "flagged stale entries"]
  automation: medium
  human_in_loop: spot-check
  tools: ["CRM", "spreadsheet", "email"]
  frequency: monthly
  trigger: "clean up and dedupe my contacts and flag anything outdated"

- id: board-pack-assembly-2
  title: "Collate and index the board meeting pack"
  domain: "Executive / Admin Support"
  roles: ["Corporate Secretarial & Board Governance Coordinator"]
  description: "Assemble director-submitted papers into a paginated, indexed board pack and flag missing or outdated sections."
  inputs: ["Submitted board papers", "Agenda", "Standing pack template"]
  outputs: ["Indexed board pack", "Missing-items checklist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document assembler", "PDF tool", "shared drive"]
  frequency: monthly
  trigger: "ahead of a scheduled board meeting"

- id: compile-board-meeting-packet
  title: "Compile a board meeting packet"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant"]
  description: "Gather reports, financials, and slides into a single board packet with a cover page and table of contents matching the agenda order."
  inputs: ["component reports and documents", "agenda", "prior packet template"]
  outputs: ["consolidated board packet", "table of contents"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet", "file storage"]
  frequency: quarterly
  trigger: "assemble the board packet from these reports and the agenda"

- id: compile-travel-itinerary
  title: "Compile a consolidated travel itinerary"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Office Manager"]
  description: "Pull flights, hotels, ground transport, and meetings into a single day-by-day itinerary with confirmation numbers and time zones."
  inputs: ["booking confirmation emails", "trip dates and meetings", "exec travel preferences"]
  outputs: ["consolidated itinerary doc", "calendar entries for each leg"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["email", "calendar", "docs"]
  frequency: weekly
  trigger: "build a clean itinerary for the Chicago trip from these confirmation emails"

- id: compile-gifting-and-acknowledgment-tracker
  title: "Compile a gifting and acknowledgment tracker"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Personal Assistant"]
  description: "Track gifts, thank-you notes, and acknowledgments owed across contacts and flag what is still outstanding."
  inputs: ["Contact and relationship list", "Occasions and dates", "Past gifting history"]
  outputs: ["Gifting tracker with outstanding items"]
  automation: low
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Calendar"]
  frequency: quarterly
  trigger: "Who still needs a thank-you note from the holidays?"

- id: compile-travel-option-shortlist
  title: "Compile a travel option shortlist for approval"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Travel Coordinator"]
  description: "Compare flight, hotel, and rail options against policy and traveler preferences, then present a ranked shortlist for the executive to choose from."
  inputs: ["Trip request with dates and destination", "Travel policy", "Traveler preferences", "Live fare and availability data"]
  outputs: ["Ranked option shortlist with prices and trade-offs"]
  automation: medium
  human_in_loop: approve
  tools: ["Web search", "Travel booking portal", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "Pull together a few flight and hotel options for next month's trip"

- id: coordinate-offsite-logistics
  title: "Coordinate event or offsite logistics"
  domain: "Executive / Admin Support"
  roles: ["Office Manager", "Executive Assistant"]
  description: "Draft the run-of-show, attendee comms, catering and room checklist, and a logistics tracker for a team offsite or event."
  inputs: ["event date and headcount", "budget", "venue and vendor details"]
  outputs: ["run-of-show document", "logistics checklist", "attendee invite/comms"]
  automation: low
  human_in_loop: approve
  tools: ["docs", "spreadsheet", "email", "calendar"]
  frequency: quarterly
  trigger: "plan the run-of-show and checklist for our Q3 team offsite"

- id: coordinate-new-hire-onboarding-logistics
  title: "Coordinate new-hire onboarding logistics"
  domain: "Executive / Admin Support"
  roles: ["Office Manager", "Executive Assistant"]
  description: "Build an onboarding checklist, draft account and access requests, and assemble a first-week schedule for a new hire."
  inputs: ["new hire details and start date", "role and team", "onboarding template"]
  outputs: ["onboarding checklist", "access request list", "first-week schedule"]
  automation: medium
  human_in_loop: approve
  tools: ["docs", "calendar", "email"]
  frequency: ad-hoc
  trigger: "set up the onboarding checklist and first-week schedule for our new hire"

- id: curate-weekly-reading-digest
  title: "Curate a weekly reading digest for the executive"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Chief of Staff"]
  description: "Gather articles and updates relevant to the executive's priorities into a short annotated reading digest."
  inputs: ["Executive's focus areas", "News and industry sources", "Internal updates"]
  outputs: ["Annotated reading digest"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Web search", "Document editor", "Email"]
  frequency: weekly
  trigger: "Pull together this week's must-read articles for the CEO"

- id: draft-catering-order-for-onsite
  title: "Draft a catering order and dietary summary for an onsite"
  domain: "Executive / Admin Support"
  roles: ["Office Manager", "Administrative Assistant"]
  description: "Compile headcount and dietary restrictions and draft a catering order matched to budget and menu options."
  inputs: ["Confirmed headcount", "Dietary restrictions and RSVPs", "Budget", "Vendor menu"]
  outputs: ["Draft catering order with dietary breakdown"]
  automation: medium
  human_in_loop: approve
  tools: ["Spreadsheet", "Email", "Web search"]
  frequency: ad-hoc
  trigger: "Put together the lunch order for Thursday's offsite"

- id: draft-meeting-agenda
  title: "Draft a meeting agenda"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Chief of Staff"]
  description: "Produce a timed agenda from the meeting goal, prior action items, and submitted topics, with owners per section."
  inputs: ["meeting objective", "open action items", "topic submissions from attendees"]
  outputs: ["timed agenda", "pre-read checklist"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs", "calendar", "email"]
  frequency: weekly
  trigger: "draft an agenda for Monday's leadership sync from last week's open items"

- id: draft-post-meeting-recap-email
  title: "Draft a post-meeting follow-up recap email"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Chief of Staff"]
  description: "Turn meeting notes into a concise recap email summarizing decisions, owners, and next steps for attendees."
  inputs: ["Meeting notes or transcript", "Attendee list", "Agreed action items"]
  outputs: ["Draft recap email"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Email", "Document editor"]
  frequency: weekly
  trigger: "Write a follow-up email recapping today's meeting"

- id: draft-ooo-coverage-memo
  title: "Draft an out-of-office coverage and delegation memo"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Chief of Staff"]
  description: "Map the executive's responsibilities during an absence to covering colleagues and draft a coverage and delegation memo."
  inputs: ["Absence dates", "List of responsibilities and approvals", "Team availability"]
  outputs: ["Draft coverage and delegation memo"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Document editor", "Calendar", "Email"]
  frequency: ad-hoc
  trigger: "Write up who covers what while the VP is on leave next week"

- id: board-minutes-draft-2
  title: "Draft board and committee meeting minutes"
  domain: "Executive / Admin Support"
  roles: ["Corporate Secretarial & Board Governance Coordinator"]
  description: "Produce draft minutes from a meeting transcript or notes, capturing resolutions, decisions and action items."
  inputs: ["Meeting recording or notes", "Agenda", "Minutes template"]
  outputs: ["Draft minutes", "Resolution and action-item list"]
  automation: medium
  human_in_loop: approve
  tools: ["transcription tool", "document editor", "summarization tool"]
  frequency: monthly
  trigger: "after a board or committee meeting"

- id: board-meeting-minutes
  title: "Draft board meeting minutes from notes"
  domain: "Executive / Admin Support"
  roles: ["Bylaws and governance clerk"]
  description: "Turn agenda and meeting notes into minutes capturing motions, seconds, and vote tallies."
  inputs: ["meeting agenda", "recording or notes", "motion list"]
  outputs: ["minutes draft"]
  automation: medium
  human_in_loop: approve
  tools: ["document editor", "transcription tool"]
  frequency: monthly
  trigger: "The board meeting just wrapped"

- id: draft-executive-correspondence
  title: "Draft correspondence on behalf of the executive"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant"]
  description: "Write replies, intros, declines, and thank-you notes in the exec's voice based on a thread and a one-line intent."
  inputs: ["email thread or request", "exec's tone/voice guide", "intent or key points"]
  outputs: ["drafted email reply", "alternate tone versions"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["email", "docs"]
  frequency: daily
  trigger: "reply to this investor and politely decline the meeting but keep the door open"

- id: draft-council-meeting-minutes-from-transcript
  title: "Draft council meeting minutes from transcript"
  domain: "Executive / Admin Support"
  roles: ["Municipal Clerk"]
  description: "Turn a meeting recording or transcript into formatted minutes with motions, votes, and action items."
  inputs: ["meeting transcript or recording", "agenda"]
  outputs: ["draft minutes"]
  automation: high
  human_in_loop: review-before-send
  tools: ["transcription tool", "document management"]
  frequency: weekly
  trigger: "write up the minutes from last night's council meeting"

- id: draft-enrollment-verifications
  title: "Draft enrollment verification responses"
  domain: "Executive / Admin Support"
  roles: ["Registrar"]
  description: "Generate enrollment and transcript verification letters in response to standard student or third-party requests."
  inputs: ["verification request", "student record data", "letter template"]
  outputs: ["draft verification letter"]
  automation: high
  human_in_loop: approve
  tools: ["docs", "email", "ERP"]
  frequency: daily
  trigger: "draft an enrollment verification letter for this student request"

- id: draft-internal-announcement-2
  title: "Draft internal announcement on behalf of executive"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Comms Manager"]
  description: "Write a clear team or company-wide announcement in the exec's voice from a few bullet points, with subject line options."
  inputs: ["key message points", "audience and channel", "exec tone/voice guide"]
  outputs: ["announcement draft", "subject line options", "TL;DR summary"]
  automation: medium
  human_in_loop: approve
  tools: ["email", "docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "draft an all-hands email from these three bullet points in my boss's voice"

- id: life-event-certificate-drafting
  title: "Draft life-event certificates from the member register"
  domain: "Executive / Admin Support"
  roles: ["Congregation administrator"]
  description: "Populate baptism, wedding, and funeral certificates and update the matching member register entries."
  inputs: ["member register", "life-event details", "certificate templates"]
  outputs: ["completed certificate", "updated register entry"]
  automation: low
  human_in_loop: approve
  tools: ["document editor", "member database"]
  frequency: ad-hoc
  trigger: "A baptism, wedding, or funeral was recorded"

- id: draft-talking-points-and-qa-prep
  title: "Draft talking points and Q&A prep"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Comms Manager"]
  description: "Prepare concise talking points and anticipated Q&A with suggested answers for the executive ahead of a town hall, panel, or press call."
  inputs: ["topic and event details", "key messages", "background materials"]
  outputs: ["talking points", "anticipated Q&A with suggested answers"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs"]
  frequency: ad-hoc
  trigger: "draft talking points and likely questions for my town hall next week"

- id: delegate-access-recertification
  title: "Executive delegate access recertification"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Chief of Staff"]
  description: "Review who holds calendar delegate, mailbox, and shared-drive access for the exec; flag stale or over-broad grants for removal."
  inputs: ["Access/permission export", "Current delegation list", "List of active team and assistants"]
  outputs: ["Recertification report with keep/revoke recommendation per grantee", "Removal request tickets for stale access"]
  automation: low
  human_in_loop: sign-off
  tools: ["spreadsheet", "email", "ticketing"]
  frequency: quarterly
  trigger: "Who still has delegate access to the CEO's calendar and inbox that shouldn't?"

- id: executive-briefing-pack-assembly
  title: "Executive pre-meeting briefing pack assembly"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Chief of Staff"]
  description: "Build a pre-read pack for an external meeting: attendee bios, last-interaction history, recent news, and suggested talking points."
  inputs: ["Meeting invite and attendee list", "CRM interaction history", "Prior email threads", "Public news/profiles"]
  outputs: ["One-page briefing doc per meeting", "Suggested talking points and open follow-ups"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "calendar", "email", "knowledge base"]
  frequency: ad-hoc
  trigger: "Put together a briefing pack for my 3pm with the Acme execs"

- id: expense-report-pre-audit
  title: "Expense report pre-submission audit"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Administrative Assistant", "Office Manager"]
  description: "Match receipts to card transactions before submission; flag missing receipts, duplicates, and policy violations."
  inputs: ["Corporate card statement", "Receipt images/files", "Expense policy"]
  outputs: ["Reconciled expense draft", "Exceptions list (missing receipts, over-limit, duplicates)"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "ERP", "email"]
  frequency: monthly
  trigger: "Pre-check my expenses against the receipts before I submit them"

- id: find-meeting-time-across-calendars
  title: "Find a meeting time across multiple calendars"
  domain: "Executive / Admin Support"
  roles: ["Knowledge Worker", "Executive Assistant", "Office Manager"]
  description: "Cross-check attendee availability and time zones, propose two or three slots, and draft the invite."
  inputs: ["attendee list", "meeting duration", "calendars and availability"]
  outputs: ["proposed time slots", "draft calendar invite"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["calendar", "email"]
  frequency: weekly
  trigger: "Find 30 minutes next week that works for me, Sara and Tom"

- id: schedule-meeting-across-calendars
  title: "Find times and schedule a meeting"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Office Manager"]
  description: "Reconcile multiple calendars and time zones, propose slots, then draft the invite with agenda, location, and video link."
  inputs: ["attendee calendars", "meeting purpose and duration", "time zone constraints"]
  outputs: ["proposed time slots", "calendar invite draft", "scheduling email"]
  automation: high
  human_in_loop: review-before-send
  tools: ["calendar", "email"]
  frequency: daily
  trigger: "find 30 minutes next week for me and these three people and send the invite"

- id: maintain-travel-profile-sheet
  title: "Maintain the executive's travel profile and preferences sheet"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Personal Assistant"]
  description: "Keep loyalty numbers, seat and hotel preferences, and passport and known-traveler details current in one profile sheet."
  inputs: ["Existing profile sheet", "Updated loyalty and document details", "Stated preferences"]
  outputs: ["Updated travel profile sheet"]
  automation: low
  human_in_loop: spot-check
  tools: ["Spreadsheet", "File storage"]
  frequency: quarterly
  trigger: "Update the boss's travel preferences with the new airline status"

- id: meeting-request-triage-and-decline-drafting
  title: "Meeting request triage and decline drafting"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Administrative Assistant"]
  description: "Sort inbound meeting requests against the exec's priorities and draft accept, decline, delegate, or reschedule replies."
  inputs: ["Inbound meeting/email requests", "Exec priorities and scheduling rules", "Current calendar"]
  outputs: ["Triaged request queue by disposition", "Drafted response per request"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "calendar"]
  frequency: daily
  trigger: "Go through my meeting requests and draft replies based on my priorities"

- id: organize-and-file-shared-drive-documents
  title: "Organize and file documents in shared drive"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Office Manager"]
  description: "Rename, sort, and tag loose files into the correct folder structure following the naming convention, and flag likely duplicates."
  inputs: ["unsorted files or folder", "naming convention", "folder taxonomy"]
  outputs: ["organized folder structure", "renamed files", "duplicate flag list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["docs", "file storage"]
  frequency: weekly
  trigger: "organize and rename the files in this shared drive folder"

- id: prepare-visitor-access-list
  title: "Prepare a visitor access and guest list for an onsite"
  domain: "Executive / Admin Support"
  roles: ["Office Manager", "Executive Assistant"]
  description: "Assemble visitor names, companies, and arrival times into a reception access list and badge sheet."
  inputs: ["Visitor names and details", "Meeting schedule", "Security access template"]
  outputs: ["Visitor access list and badge sheet"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Email"]
  frequency: ad-hoc
  trigger: "Make the front-desk guest list for tomorrow's visitors"

- id: prepare-daily-look-ahead-brief
  title: "Prepare daily look-ahead brief"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant"]
  description: "Summarize the day's meetings, priorities, and prep needed into a short morning brief for the executive. Flags anything missing prep or with conflicts."
  inputs: ["today's calendar", "open action items", "relevant emails and docs"]
  outputs: ["daily look-ahead brief", "list of prep items to handle"]
  automation: high
  human_in_loop: spot-check
  tools: ["calendar", "email", "docs"]
  frequency: daily
  trigger: "put together my morning brief for today's schedule"

- id: prepare-expense-report
  title: "Prepare expense report from receipts"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Office Manager"]
  description: "Extract amounts, dates, and categories from receipts, match to policy and card statements, and assemble a submission-ready report."
  inputs: ["receipt images/files", "card statement", "expense policy and GL codes"]
  outputs: ["categorized expense report", "flagged policy exceptions"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "ERP", "email"]
  frequency: monthly
  trigger: "build my expense report from these receipts and flag anything over policy"

- id: prepare-board-meeting-packet
  title: "Prepare HOA board meeting packet"
  domain: "Executive / Admin Support"
  roles: ["HOA Community Manager"]
  description: "Assemble the agenda, prior-minutes summary, open action items, and financial highlights into a board packet."
  inputs: ["prior meeting minutes", "financial summary", "open action items"]
  outputs: ["board meeting packet", "draft agenda"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "CMS"]
  frequency: monthly
  trigger: "Put together the board packet for next month's meeting"

- id: reconcile-mileage-and-per-diem
  title: "Reconcile mileage and per diem for a reimbursement claim"
  domain: "Executive / Admin Support"
  roles: ["Administrative Assistant", "Executive Assistant"]
  description: "Calculate mileage and per diem amounts from a trip log against current rate tables and assemble the claim lines."
  inputs: ["Trip log with routes and dates", "Mileage and per diem rate tables", "Reimbursement form"]
  outputs: ["Itemized mileage and per diem claim"]
  automation: high
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Map/distance tool", "Expense system"]
  frequency: monthly
  trigger: "Work out the mileage and per diem for last week's road trip"

- id: reconcile-corporate-card-statement
  title: "Reconcile the corporate card statement against submitted expenses"
  domain: "Executive / Admin Support"
  roles: ["Administrative Assistant", "Executive Assistant"]
  description: "Match each card statement line to a submitted receipt or expense and flag unmatched, missing, or duplicate charges."
  inputs: ["Corporate card statement", "Submitted receipts and expense reports"]
  outputs: ["Reconciliation with flagged exceptions"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Expense system"]
  frequency: monthly
  trigger: "Match this month's card statement to the receipts we have"

- id: recurring-meeting-decay-audit
  title: "Recurring meeting decay audit"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Chief of Staff", "Administrative Assistant"]
  description: "Scan the exec's recurring meetings for low attendance, missing agendas, and chronic conflicts; flag candidates to consolidate or cancel."
  inputs: ["Calendar export of recurring meetings", "Attendance/RSVP history", "Meeting agendas"]
  outputs: ["Flagged meeting list with keep/consolidate/cancel recommendation", "Estimated time reclaimed per week"]
  automation: medium
  human_in_loop: spot-check
  tools: ["calendar", "spreadsheet"]
  frequency: quarterly
  trigger: "Audit the exec's recurring meetings and tell me which standing meetings we can kill"

- id: reschedule-meeting-and-notify-attendees
  title: "Reschedule a meeting and notify attendees"
  domain: "Executive / Admin Support"
  roles: ["Knowledge Worker", "Executive Assistant"]
  description: "Find a new conflict-free slot, move the event, and draft a brief rescheduling note to all attendees."
  inputs: ["existing event", "reason or constraint", "attendee calendars"]
  outputs: ["updated event", "draft notification"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["calendar", "email"]
  frequency: weekly
  trigger: "Move tomorrow's 2pm review, something came up"

- id: screen-and-prioritize-meeting-requests
  title: "Screen and prioritize meeting requests"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant"]
  description: "Review incoming requests for the executive's time and recommend accept, decline, or delegate, with a draft reply for each."
  inputs: ["incoming meeting requests", "executive's priorities and criteria", "current calendar load"]
  outputs: ["prioritized request list with recommendations", "draft responses"]
  automation: medium
  human_in_loop: approve
  tools: ["email", "calendar"]
  frequency: daily
  trigger: "go through these meeting requests and tell me which to accept, decline, or hand off"

- id: summarize-advising-session
  title: "Summarize advising sessions into student records"
  domain: "Executive / Admin Support"
  roles: ["Student-Success Advisor"]
  description: "Convert advising meeting notes into structured record entries with agreed action items."
  inputs: ["raw advising notes or transcript"]
  outputs: ["structured advising note", "action-item list"]
  automation: high
  human_in_loop: spot-check
  tools: ["SIS", "CRM"]
  frequency: daily
  trigger: "Summarize this advising session into a record note"

- id: track-followup-action-items
  title: "Track and chase open action items"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Chief of Staff"]
  description: "Maintain a running list of commitments made to and by the exec, and draft polite nudges for items going overdue."
  inputs: ["meeting minutes and emails", "existing tracker", "due dates"]
  outputs: ["updated action tracker", "follow-up nudge drafts", "overdue summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "email", "docs"]
  frequency: weekly
  trigger: "what's overdue from my boss's commitments and draft the follow-ups"

- id: track-membership-and-subscription-renewals
  title: "Track and flag upcoming membership and subscription renewals"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Office Manager"]
  description: "Scan renewal dates for memberships, subscriptions, and dues and flag those coming due with cost and recommended action."
  inputs: ["Renewal register", "Contract and invoice dates", "Budget notes"]
  outputs: ["List of upcoming renewals with recommended action"]
  automation: medium
  human_in_loop: approve
  tools: ["Spreadsheet", "Calendar", "Email"]
  frequency: monthly
  trigger: "Which memberships are up for renewal in the next 60 days?"

- id: travel-document-compliance-check
  title: "Travel document and visa compliance check"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Administrative Assistant", "Office Manager"]
  description: "Cross-check each upcoming trip against passport 6-month validity, visa needs, and travel policy; flag gaps before booking."
  inputs: ["Itinerary and destinations", "Passport expiry dates", "Travel policy doc", "Visa requirement reference"]
  outputs: ["Per-trip compliance checklist with flagged risks", "Required-action list before departure"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "knowledge base", "calendar"]
  frequency: ad-hoc
  trigger: "Check whether my Singapore and Dubai trips need visas or a passport renewal"

- id: triage-executive-inbox
  title: "Triage and categorize executive inbox"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Office Manager"]
  description: "Sort the exec's incoming mail into act-now, delegate, FYI, and decline buckets with a short summary and suggested next step per thread."
  inputs: ["email inbox access", "exec priorities/preferences", "VIP sender list"]
  outputs: ["prioritized inbox summary", "suggested actions per thread", "applied labels/folders"]
  automation: high
  human_in_loop: spot-check
  tools: ["email", "calendar"]
  frequency: daily
  trigger: "go through my boss's inbox and tell me what needs a reply today"

- id: triage-and-prioritize-inbox
  title: "Triage and prioritize the inbox"
  domain: "Executive / Admin Support"
  roles: ["Knowledge Worker", "Executive Assistant"]
  description: "Sort unread mail into act-now, waiting, FYI, and delegate buckets, flag deadlines, and draft routine replies."
  inputs: ["inbox messages", "priority rules"]
  outputs: ["categorized inbox", "draft replies for routine items"]
  automation: medium
  human_in_loop: spot-check
  tools: ["email"]
  frequency: daily
  trigger: "Sort my inbox and tell me what actually needs me today"

- id: media-sentiment-analysis
  title: "Analyze media sentiment and share of voice"
  domain: "Communications & PR"
  roles: ["Comms Manager", "Strategy Analyst"]
  description: "Review a batch of coverage and social mentions to score sentiment, track key message pickup, and benchmark share of voice against competitors."
  inputs: ["coverage and mention exports", "competitor set", "key messages to track"]
  outputs: ["sentiment and share-of-voice summary", "message penetration breakdown", "trend commentary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "BI tool", "docs"]
  frequency: monthly
  trigger: "analyze sentiment and share of voice across this month's coverage versus our two main competitors"

- id: media-list-build
  title: "Build a targeted media list from a beat or topic"
  domain: "Communications & PR"
  roles: ["Earned media & coverage analyst"]
  description: "Compile relevant journalists and outlets by beat with contact details and recent relevant articles."
  inputs: ["Topic/beat brief", "Journalist database"]
  outputs: ["Targeted media list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["media database", "spreadsheet"]
  frequency: ad-hoc
  trigger: "when planning outreach for an announcement"

- id: internal-comms-cascade-pack
  title: "Build Manager Cascade Pack from an Executive Announcement"
  domain: "Communications & PR"
  roles: ["Internal Communications Manager", "Communications Specialist"]
  description: "Turn an approved executive announcement into manager talking points and an employee FAQ aligned to the message house."
  inputs: ["approved announcement", "message house", "anticipated employee questions"]
  outputs: ["manager talking points", "employee FAQ", "cascade timeline"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "document editor", "email"]
  frequency: ad-hoc
  trigger: "Turn this leadership announcement into talking points and an FAQ for managers"

- id: build-sponsorship-recap-report
  title: "Build sponsorship proof-of-performance recap"
  domain: "Communications & PR"
  roles: ["Sponsorship Coordinator"]
  description: "Compile delivered impressions, signage, social reach, and activation photos into a sponsor recap deck."
  inputs: ["delivery metrics", "activation photos", "estimated media values"]
  outputs: ["sponsor recap deck"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["BI tool", "CMS", "spreadsheet"]
  frequency: ad-hoc
  trigger: "build the post-event recap for the sponsor"

- id: build-media-list
  title: "Build targeted media list"
  domain: "Communications & PR"
  roles: ["PR Specialist", "Comms Manager"]
  description: "Research journalists, outlets, and influencers covering a specific beat and compile a contact list with beat notes and recent relevant articles."
  inputs: ["topic or beat", "target geography and outlet tier", "story angle"]
  outputs: ["spreadsheet of journalists with outlet, beat, and recent coverage", "prioritized outreach order"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "BI tool", "knowledge base"]
  frequency: ad-hoc
  trigger: "build a media list of reporters covering enterprise AI in North America"

- id: share-of-voice-analysis
  title: "Calculate share of voice against competitors"
  domain: "Communications & PR"
  roles: ["Earned media & coverage analyst"]
  description: "Tally coverage volume and key-message mentions for the brand vs competitors into a share-of-voice view."
  inputs: ["Coverage data set", "Competitor list"]
  outputs: ["Share-of-voice report"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "media monitoring tool"]
  frequency: quarterly
  trigger: "ahead of the quarterly business review"

- id: community-sentiment-digest
  title: "Compile community sentiment digest from forums and chat"
  domain: "Communications & PR"
  roles: ["Community & tournament operations coordinator"]
  description: "Summarize the week's player chatter across forums and chat channels into themes, top complaints, and praise, with representative quotes for the team."
  inputs: ["Forum/chat exports", "Topic taxonomy", "Prior digest"]
  outputs: ["Sentiment digest", "Top-themes list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Forum/chat export", "Spreadsheet", "Document editor"]
  frequency: weekly
  trigger: "Weekly community check-in is due"

- id: daily-media-monitoring-brief
  title: "Compile daily media monitoring brief"
  domain: "Communications & PR"
  roles: ["Comms Manager", "PR Specialist"]
  description: "Scan overnight news, mentions, and competitor coverage and produce a prioritized morning brief flagging anything needing a response."
  inputs: ["monitoring feeds or search alerts", "watch topics and competitors", "escalation criteria"]
  outputs: ["daily morning brief with priority flags", "recommended response items"]
  automation: high
  human_in_loop: spot-check
  tools: ["email", "docs", "BI tool"]
  frequency: daily
  trigger: "give me this morning's media monitoring brief and flag anything we need to respond to"

- id: ir-earnings-qa-prep
  title: "Compile earnings call Q&A prep"
  domain: "Communications & PR"
  roles: ["Investor Relations Analyst"]
  description: "Aggregate likely analyst questions from prior calls and notes into a categorized Q&A briefing with draft answers."
  inputs: ["Prior call transcripts", "Analyst notes", "Guidance"]
  outputs: ["Q&A prep document"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Document editor", "Transcript archive"]
  frequency: quarterly
  trigger: "ahead of an earnings call"

- id: compile-grower-meeting-packet
  title: "Compile grower meeting communication packet"
  domain: "Communications & PR"
  roles: ["Farm/cooperative administrator"]
  description: "Assemble agenda, financial highlights, and market updates into a member meeting packet and notice."
  inputs: ["financial summary", "market notes", "meeting agenda"]
  outputs: ["meeting packet document", "member notice"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "email tool"]
  frequency: quarterly
  trigger: "Board meeting is coming up"

- id: compile-coverage-report
  title: "Compile media coverage clip report"
  domain: "Communications & PR"
  roles: ["Comms Manager", "PR Specialist"]
  description: "Aggregate earned media mentions into a clip report with outlet, reach, key quotes, and a summary of overall tone for leadership."
  inputs: ["list of coverage links or monitoring export", "reporting period", "campaign or topic focus"]
  outputs: ["clip report with highlights and reach totals", "executive summary paragraph"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "docs", "BI tool"]
  frequency: weekly
  trigger: "compile this week's media coverage into a clip report for the leadership update"

- id: post-outage-restoration-report
  title: "Compile post-outage restoration report"
  domain: "Communications & PR"
  roles: ["Outage communications coordinator"]
  description: "Build a post-incident summary from event logs and the restoration timeline for internal recap and regulatory reporting."
  inputs: ["incident event logs", "restoration timeline", "customer-impact counts"]
  outputs: ["post-outage report draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["incident management system", "document editor"]
  frequency: ad-hoc
  trigger: "after service is restored"

- id: media-coverage-clip-report
  title: "Compile the media coverage clip report"
  domain: "Communications & PR"
  roles: ["Earned media & coverage analyst"]
  description: "Aggregate coverage hits with outlet, reach, sentiment and message pull-through into a client clip report."
  inputs: ["Coverage hit list", "Outlet reach data"]
  outputs: ["Coverage clip report", "Coverage summary metrics"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "media monitoring tool"]
  frequency: weekly
  trigger: "at the weekly coverage round-up"

- id: corporate-action-client-notice
  title: "Corporate action client notification drafting"
  domain: "Communications & PR"
  roles: ["Wealth Client-Service Associate"]
  description: "Draft personalized client notices for dividends, proxy votes and corporate actions, including election deadlines and options."
  inputs: ["corporate action notice", "client holdings", "election deadline"]
  outputs: ["draft client notifications"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "email", "document management"]
  frequency: ad-hoc
  trigger: "Draft client notices for this corporate action"

- id: chapter-toolkit-distribution
  title: "Distribute leader toolkits and track adoption"
  domain: "Communications & PR"
  roles: ["Chapter relations coordinator"]
  description: "Send templated campaign toolkits to chapter leaders and log who has downloaded or deployed them."
  inputs: ["toolkit materials", "chapter leader list"]
  outputs: ["distribution log", "adoption tracker"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["email tool", "document repository"]
  frequency: monthly
  trigger: "A new campaign toolkit is ready"

- id: draft-admission-decision-letters
  title: "Draft admission decision letters"
  domain: "Communications & PR"
  roles: ["Admissions Operations Coordinator"]
  description: "Generate personalized accept, deny, or waitlist letters from decision data and program details."
  inputs: ["admission decisions", "program info", "letter templates"]
  outputs: ["draft decision letters"]
  automation: high
  human_in_loop: approve
  tools: ["CRM", "email", "document management"]
  frequency: monthly
  trigger: "Draft decision letters for this batch of applicants"

- id: alert-draft-all-clear-followup
  title: "Draft all-clear follow-up message"
  domain: "Communications & PR"
  roles: ["Emergency-notification drafter"]
  description: "Produce an all-clear or update message tied to the original alert, summarizing resolution and any remaining public guidance."
  inputs: ["Incident resolution status", "Original alert text"]
  outputs: ["All-clear message draft"]
  automation: medium
  human_in_loop: approve
  tools: ["mass notification system"]
  frequency: ad-hoc
  trigger: "An incident is downgraded or resolved"

- id: vote-result-announcement
  title: "Draft and distribute vote-result announcements"
  domain: "Communications & PR"
  roles: ["Token grants and governance coordinator"]
  description: "Turn a closed vote tally and proposal summary into a community announcement draft."
  inputs: ["vote tally", "proposal summary"]
  outputs: ["announcement draft"]
  automation: medium
  human_in_loop: approve
  tools: ["community messaging platform", "template library"]
  frequency: ad-hoc
  trigger: "when a governance vote closes"

- id: draft-admissions-decision-letters
  title: "Draft applicant decision letters"
  domain: "Communications & PR"
  roles: ["Admissions Officer"]
  description: "Generate personalized admit, waitlist, and decline letters from decision data and program-specific next steps."
  inputs: ["decision list", "program details", "letter templates"]
  outputs: ["personalized decision letter per applicant"]
  automation: high
  human_in_loop: approve
  tools: ["email", "docs", "spreadsheet"]
  frequency: monthly
  trigger: "draft personalized decision letters for this list of admit and decline outcomes"

- id: draft-award-submission
  title: "Draft award or speaking submission"
  domain: "Communications & PR"
  roles: ["PR Specialist", "Comms Manager"]
  description: "Write an award entry or conference speaking abstract that answers the prompt and frames achievements against the judging criteria."
  inputs: ["award or CFP prompt and criteria", "achievement details and metrics", "word limits"]
  outputs: ["submission draft mapped to criteria", "speaker bio and session title options"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base"]
  frequency: quarterly
  trigger: "draft our entry for this industry innovation award using our 2026 results"

- id: caster-stat-pack
  title: "Draft caster stat packs from match and team data"
  domain: "Communications & PR"
  roles: ["Esports broadcast & event production coordinator"]
  description: "Assemble per-matchup talking points: head-to-head records, recent form, standout player stats, and storylines for the casting talent."
  inputs: ["Match/team stats export", "Standings", "Storyline notes"]
  outputs: ["Caster stat pack", "Matchup talking points"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Stats export", "Document editor"]
  frequency: ad-hoc
  trigger: "Matchups for the next broadcast are locked"

- id: draft-claim-letters
  title: "Draft claim acknowledgment and decision letters"
  domain: "Communications & PR"
  roles: ["Insurance Claims Examiner"]
  description: "Generate claimant acknowledgment or decision letters from the claim record and outcome."
  inputs: ["claim record", "decision outcome", "letter templates"]
  outputs: ["draft claim letters"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "knowledge base"]
  frequency: daily
  trigger: "draft the decision letter for this claim"

- id: draft-corp-action-election-notices
  title: "Draft client corporate action election notices"
  domain: "Communications & PR"
  roles: ["Corporate Actions Analyst"]
  description: "Generate client-facing notices for upcoming corporate action elections with deadlines and options spelled out."
  inputs: ["structured event record", "client holdings list"]
  outputs: ["draft election notice letters"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "spreadsheet"]
  frequency: ad-hoc
  trigger: "draft the election notice for this rights issue"

- id: draft-community-notice
  title: "Draft Community Notices for Tenants"
  domain: "Communications & PR"
  roles: ["Tenant Relations Coordinator"]
  description: "Compose resident notices for maintenance windows, amenity closures, or policy changes in plain language."
  inputs: ["event details", "affected units"]
  outputs: ["community notice"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "CMS"]
  frequency: ad-hoc
  trigger: "Write a notice about the elevator maintenance this weekend"

- id: vasp-data-request-email
  title: "Draft counterparty data-request emails"
  domain: "Communications & PR"
  roles: ["Travel-rule compliance clerk"]
  description: "Generate outreach emails to counterparty VASPs requesting missing originator or beneficiary details."
  inputs: ["field exception list", "counterparty contacts"]
  outputs: ["outreach email drafts"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["email client", "template library"]
  frequency: ad-hoc
  trigger: "when a transfer is missing originator or beneficiary data"

- id: crew-roster-change-notifications
  title: "Draft crew roster change notifications"
  domain: "Communications & PR"
  roles: ["Airline Crew Scheduling Assistant"]
  description: "Generate personalized notifications for roster changes, reassignments, and standby callouts with updated report times."
  inputs: ["roster changes", "crew contact list", "report time details"]
  outputs: ["draft notifications"]
  automation: high
  human_in_loop: review-before-send
  tools: ["crew management system", "email", "messaging"]
  frequency: daily
  trigger: "notify crews affected by today's roster changes"

- id: draft-crisis-holding-statement
  title: "Draft crisis holding statement"
  domain: "Communications & PR"
  roles: ["Comms Manager", "PR Specialist"]
  description: "Produce a first-response holding statement and anticipated Q&A for an emerging issue, calibrated to tone and what is known so far."
  inputs: ["situation summary and known facts", "approved disclosure boundaries", "audience and channel"]
  outputs: ["holding statement draft", "anticipated tough-question Q&A"]
  automation: medium
  human_in_loop: sign-off
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "draft a holding statement for the service outage we're getting press questions about"

- id: draft-donor-acknowledgment-letters
  title: "Draft donor acknowledgment letters"
  domain: "Communications & PR"
  roles: ["Development Officer"]
  description: "Generate personalized thank-you and tax-acknowledgment letters from a gift list."
  inputs: ["gift/donation list", "donor names", "amounts", "fund designation"]
  outputs: ["personalized acknowledgment letters"]
  automation: high
  human_in_loop: spot-check
  tools: ["CRM", "docs", "email"]
  frequency: weekly
  trigger: "write thank-you letters for this week's donations"

- id: eligibility-determination-notice-draft
  title: "Draft eligibility determination notices"
  domain: "Communications & PR"
  roles: ["Intake & eligibility coordinator", "Benefits navigation assistant"]
  description: "Generate the standard approval, denial, or request-for-information notice populated from the determination record and program-specific language."
  inputs: ["Determination decision", "Applicant record", "Notice templates"]
  outputs: ["Draft determination notice"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document generator", "template library"]
  frequency: daily
  trigger: "when an eligibility decision is finalized"

- id: draft-employee-move-communications-and-faq
  title: "Draft employee move communications and FAQ"
  domain: "Communications & PR"
  roles: ["Move Management Coordinator"]
  description: "Write move-day instructions, timelines, and an FAQ for employees affected by the relocation."
  inputs: ["move schedule", "logistics details"]
  outputs: ["move announcement", "employee FAQ"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "knowledge base"]
  frequency: ad-hoc
  trigger: "Draft the move-day email and FAQ for staff"

- id: draft-entitlement-project-narrative
  title: "Draft entitlement project description narrative"
  domain: "Communications & PR"
  roles: ["Entitlements & Development Coordinator"]
  description: "Draft a project description narrative for a planning/entitlement application from project data and design metrics."
  inputs: ["project data", "site/design metrics", "application template"]
  outputs: ["project description narrative"]
  automation: high
  human_in_loop: review-before-send
  tools: ["knowledge base", "CMS"]
  frequency: ad-hoc
  trigger: "Write the project description for our zoning application"

- id: draft-exec-talking-points
  title: "Draft executive talking points"
  domain: "Communications & PR"
  roles: ["Comms Manager", "PR Specialist"]
  description: "Distill a topic or event into concise, on-message talking points and soundbites for an executive to use across appearances."
  inputs: ["topic and objective", "key messages and data points", "audience and format"]
  outputs: ["talking points one-pager", "quotable soundbites"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "draft talking points for the CFO's panel on supply chain resilience"

- id: draft-executive-social-post
  title: "Draft executive thought-leadership social post"
  domain: "Communications & PR"
  roles: ["Comms Manager", "Social Media Manager"]
  description: "Ghostwrite a LinkedIn or social post in an executive's voice tied to a news moment, milestone, or industry trend."
  inputs: ["executive voice and style notes", "topic or news hook", "key message or takeaway"]
  outputs: ["drafted social post with hook and CTA", "suggested hashtags or tags"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs", "social media scheduler"]
  frequency: weekly
  trigger: "write a LinkedIn post for our founder reacting to today's industry report"

- id: draft-funder-progress-report
  title: "Draft funder progress report from program metrics"
  domain: "Communications & PR"
  roles: ["Grants & sponsorship administrator"]
  description: "Assemble narrative and outcome figures into a funder's required progress-report template."
  inputs: ["Program activity log", "Outcome metrics", "Funder template"]
  outputs: ["Draft progress report"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Document editor", "Spreadsheet"]
  frequency: quarterly
  trigger: "When a grant reporting deadline approaches"

- id: draft-internal-announcement-3
  title: "Draft internal employee announcement"
  domain: "Communications & PR"
  roles: ["Comms Manager", "HR Business Partner"]
  description: "Write an internal communication (org change, policy update, milestone) tuned to company tone and the right level of detail per audience."
  inputs: ["change or news summary", "target audience and channel", "timing and embargo notes"]
  outputs: ["internal announcement draft", "manager talking points or FAQ"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "draft an all-hands email announcing the new hybrid work policy"

- id: draft-launch-comms-plan
  title: "Draft launch communications plan and run-of-show"
  domain: "Communications & PR"
  roles: ["Comms Manager", "Project Manager"]
  description: "Build a rollout timeline and run-of-show for an announcement, sequencing embargo, media outreach, internal comms, and social."
  inputs: ["announcement details and target date", "stakeholders and approvers", "channels and embargo needs"]
  outputs: ["comms timeline", "run-of-show document", "owner and channel checklist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet", "calendar"]
  frequency: ad-hoc
  trigger: "build a launch comms run-of-show for our funding announcement next month"

- id: draft-media-inquiry-responses
  title: "Draft media inquiry responses"
  domain: "Communications & PR"
  roles: ["Public Information Officer"]
  description: "Prepare suggested answers and talking points for incoming press questions from approved sources."
  inputs: ["media question", "approved talking points", "prior statements"]
  outputs: ["draft response / Q&A"]
  automation: medium
  human_in_loop: approve
  tools: ["email", "knowledge base"]
  frequency: ad-hoc
  trigger: "draft a reply to the reporter asking about the budget shortfall"

- id: alert-draft-multichannel-notification
  title: "Draft multi-channel emergency alert"
  domain: "Communications & PR"
  roles: ["Emergency-notification drafter"]
  description: "Write an emergency alert from incident details, producing channel-specific versions within SMS, wireless-alert, and social character limits."
  inputs: ["Incident details", "Alert protocol templates"]
  outputs: ["Channel-specific alert drafts"]
  automation: medium
  human_in_loop: approve
  tools: ["mass notification system", "document template library"]
  frequency: ad-hoc
  trigger: "An incident commander requests a public alert"

- id: outage-notification-draft
  title: "Draft multi-channel outage notifications"
  domain: "Communications & PR"
  roles: ["Outage communications coordinator"]
  description: "Turn incident-ticket data into outage notices with cause, affected area, and estimated restoration time, tailored per channel."
  inputs: ["incident ticket", "affected-area data", "estimated restoration time"]
  outputs: ["outage notice drafts per channel"]
  automation: high
  human_in_loop: review-before-send
  tools: ["incident management system", "messaging platform", "status page"]
  frequency: ad-hoc
  trigger: "when an outage incident is declared"

- id: camp-schedule-change-notice
  title: "Draft parent notices for camp schedule changes and cancellations"
  domain: "Communications & PR"
  roles: ["Youth program & camp registration administrator"]
  description: "Compose clear parent communications for weather cancellations, time changes or location updates."
  inputs: ["Schedule change details", "Affected-group roster", "Make-up policy"]
  outputs: ["Draft parent notification messages"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Email client", "Messaging tool"]
  frequency: ad-hoc
  trigger: "When a session is changed or weather forces a cancellation"

- id: draft-gift-acknowledgement-letters
  title: "Draft personalized donor gift acknowledgement letters"
  domain: "Communications & PR"
  roles: ["Membership & development officer"]
  description: "Generate tailored thank-you letters citing gift amount, designation, and tax language from donation records."
  inputs: ["Donation records", "Letter template", "Donor history"]
  outputs: ["Draft acknowledgement letters"]
  automation: high
  human_in_loop: review-before-send
  tools: ["CRM", "Document editor"]
  frequency: weekly
  trigger: "After gifts are recorded each week"

- id: draft-media-pitch
  title: "Draft personalized media pitches"
  domain: "Communications & PR"
  roles: ["PR Specialist", "Comms Manager"]
  description: "Write tailored pitch emails to journalists on a media list, personalizing the hook to each reporter's recent coverage and beat."
  inputs: ["media list with beat notes", "story angle and key facts", "spokesperson availability"]
  outputs: ["per-journalist pitch email drafts", "subject line variants"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "spreadsheet", "docs"]
  frequency: ad-hoc
  trigger: "write personalized pitch emails to these five reporters for our product launch"

- id: draft-appeal-decision-response
  title: "Draft plain-language appeal decision response"
  domain: "Communications & PR"
  roles: ["Appeals & escalation reviewer"]
  description: "Write the user-facing appeal outcome message explaining the decision and its policy basis in plain language."
  inputs: ["Final appeal decision", "Policy citation"]
  outputs: ["User-facing response draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Appeals case system", "Message template library"]
  frequency: daily
  trigger: "After an appeal outcome is finalized"

- id: benefit-determination-plainlanguage
  title: "Draft plain-language benefit and appeal explanations"
  domain: "Communications & PR"
  roles: ["Benefits navigation assistant"]
  description: "Translate a benefit determination or denial into a plain-language explanation with clear next steps and appeal deadlines."
  inputs: ["Determination letter", "Appeal procedure"]
  outputs: ["Plain-language explanation", "Next-steps checklist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document generator", "translation tool"]
  frequency: ad-hoc
  trigger: "when a client receives a confusing determination"

- id: draft-community-guidelines-update
  title: "Draft plain-language community guidelines update"
  domain: "Communications & PR"
  roles: ["Online community governance specialist"]
  description: "Rewrite internal policy changes into clear, user-facing community guideline language with examples."
  inputs: ["Approved policy change notes", "Existing guidelines"]
  outputs: ["User-facing guideline draft"]
  automation: medium
  human_in_loop: approve
  tools: ["Document editor", "Policy knowledge base"]
  frequency: quarterly
  trigger: "When community policy changes are approved for publication"

- id: draft-pr-campaign-wrap-report
  title: "Draft PR campaign wrap-up report"
  domain: "Communications & PR"
  roles: ["Comms Manager", "PR Specialist"]
  description: "Summarize a PR campaign's results against its goals, pulling together coverage, reach, key wins, and lessons learned."
  inputs: ["campaign goals and KPIs", "coverage clips and placements", "reach and mention metrics", "key milestones and quotes"]
  outputs: ["wrap-up report with results vs goals", "highlight reel of top placements", "recommendations for next time"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet", "BI tool"]
  frequency: ad-hoc
  trigger: "write a wrap report for our product launch PR campaign showing results against goals"

- id: draft-press-qa
  title: "Draft press Q&A and FAQ"
  domain: "Communications & PR"
  roles: ["Comms Manager", "PR Specialist"]
  description: "Anticipate the questions media and stakeholders will ask about an announcement and write approved, on-message answers."
  inputs: ["announcement details", "sensitive topics and boundaries", "key messaging"]
  outputs: ["press Q&A document", "internal FAQ for employees"]
  automation: medium
  human_in_loop: approve
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "write a press Q&A anticipating the tough questions about our pricing change"

- id: draft-press-release
  title: "Draft press release"
  domain: "Communications & PR"
  roles: ["PR Specialist", "Comms Manager"]
  description: "Turn an announcement brief (launch, funding, hire, partnership) into a full press release with headline, dateline, body, quotes, and boilerplate."
  inputs: ["announcement brief or fact sheet", "approved executive quotes", "company boilerplate"]
  outputs: ["formatted press release draft", "suggested headline and subhead options"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "draft a press release announcing our Series B funding from this brief"

- id: draft-press-release-2
  title: "Draft press release or public statement"
  domain: "Communications & PR"
  roles: ["Public Affairs Officer"]
  description: "Write a press release or statement with headline, lede, quotes, and boilerplate from an announcement brief."
  inputs: ["announcement details", "approved quotes", "boilerplate"]
  outputs: ["press release draft"]
  automation: medium
  human_in_loop: approve
  tools: ["docs", "email"]
  frequency: monthly
  trigger: "draft a press release announcing our new program"

- id: draft-program-participant-update
  title: "Draft program participant update email"
  domain: "Communications & PR"
  roles: ["Program Coordinator"]
  description: "Write a clear update or reminder email to program participants about schedule, requirements, or changes."
  inputs: ["program schedule", "key message", "audience segment"]
  outputs: ["participant email draft"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email"]
  frequency: weekly
  trigger: "draft a reminder email to workshop participants"

- id: draft-public-announcement-or-press-release
  title: "Draft public announcement or press release"
  domain: "Communications & PR"
  roles: ["Public Information Officer"]
  description: "Turn program updates or event details into an on-message press release in agency style."
  inputs: ["program update / key facts", "style guide"]
  outputs: ["draft press release"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document management", "knowledge base", "email"]
  frequency: weekly
  trigger: "draft a press release about the new recycling program"

- id: draft-quarterly-portfolio-performance-narrative
  title: "Draft quarterly portfolio performance narrative"
  domain: "Communications & PR"
  roles: ["Real Estate Portfolio Analyst"]
  description: "Write an investor-facing narrative explaining portfolio performance, variances, and outlook from the data."
  inputs: ["portfolio KPIs", "prior quarter results"]
  outputs: ["performance narrative"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["BI tool", "spreadsheet"]
  frequency: quarterly
  trigger: "Write the quarterly portfolio update for investors"

- id: guest-review-response-drafting
  title: "Draft responses to online guest reviews"
  domain: "Communications & PR"
  roles: ["Guest Relations Coordinator"]
  description: "Categorize OTA and review-site reviews by theme and sentiment, then draft on-brand public responses for each."
  inputs: ["review export", "brand response guidelines"]
  outputs: ["drafted review responses", "review theme summary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["CMS", "knowledge base", "BI tool"]
  frequency: daily
  trigger: "Draft replies to this week's new reviews"

- id: draft-student-deadline-comms
  title: "Draft student deadline notices"
  domain: "Communications & PR"
  roles: ["Academic Program Coordinator"]
  description: "Write reminder emails to students about registration, add/drop, and submission deadlines, personalized by cohort."
  inputs: ["academic calendar dates", "cohort list", "tone/template guidelines"]
  outputs: ["draft email per cohort", "send schedule"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "spreadsheet", "calendar"]
  frequency: monthly
  trigger: "draft deadline reminder emails for each cohort based on this academic calendar"

- id: draft-talking-points-and-faq
  title: "Draft talking points and FAQ"
  domain: "Communications & PR"
  roles: ["Public Affairs Officer"]
  description: "Produce talking points and anticipated Q&A for spokespeople on a sensitive or public issue."
  inputs: ["issue background", "org position", "likely questions"]
  outputs: ["talking points and FAQ doc"]
  automation: medium
  human_in_loop: approve
  tools: ["docs"]
  frequency: ad-hoc
  trigger: "write talking points and an FAQ on this issue for our spokesperson"

- id: draft-thought-leadership-byline
  title: "Draft thought leadership byline or op-ed"
  domain: "Communications & PR"
  roles: ["PR Specialist", "Comms Manager"]
  description: "Ghostwrite a bylined opinion article or op-ed for an executive on an industry topic, matched to a target publication's style and length."
  inputs: ["executive viewpoint or rough notes", "target publication and word count", "recent company or industry developments", "prior writing samples for voice"]
  outputs: ["drafted byline article", "suggested headline options", "one-line pitch angle"]
  automation: medium
  human_in_loop: sign-off
  tools: ["docs", "email"]
  frequency: monthly
  trigger: "ghostwrite an 800-word op-ed for our CEO on AI regulation for a trade publication"

- id: draft-transaction-status-updates
  title: "Draft transaction status-update emails to parties"
  domain: "Communications & PR"
  roles: ["Real Estate Transaction Coordinator"]
  description: "Generate tailored status updates for buyers, sellers, agents, and lenders based on the current milestone. Flags upcoming deadlines and required actions."
  inputs: ["transaction status", "milestone checklist", "contact list"]
  outputs: ["status-update email drafts"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "CRM"]
  frequency: weekly
  trigger: "write status update emails to all parties on this deal"

- id: draft-transparency-report-narrative
  title: "Draft transparency report narrative sections"
  domain: "Communications & PR"
  roles: ["Transparency report compiler"]
  description: "Write the explanatory narrative around the metrics, summarizing trends and any methodology changes."
  inputs: ["Finalized metric tables", "Prior report narrative"]
  outputs: ["Narrative section drafts"]
  automation: medium
  human_in_loop: approve
  tools: ["Document editor", "Spreadsheet"]
  frequency: quarterly
  trigger: "Once the report's data tables are locked"

- id: store-ops-bulletin-draft
  title: "Draft weekly store operations bulletin and task list"
  domain: "Communications & PR"
  roles: ["Store Operations Analyst"]
  description: "Turn this week's priorities, promos and compliance actions into a store manager bulletin with a task checklist."
  inputs: ["weekly priorities", "promo calendar", "open compliance actions"]
  outputs: ["store ops bulletin", "store task checklist"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email", "CMS", "knowledge base"]
  frequency: weekly
  trigger: "draft the weekly store manager bulletin and task list"

- id: esg-questionnaire-response
  title: "ESG ratings questionnaire response draft"
  domain: "Communications & PR"
  roles: ["ESG / Sustainability Reporting Analyst"]
  description: "Draft responses to an ESG ratings or investor questionnaire by mapping items to prior answers and source data."
  inputs: ["questionnaire", "prior responses", "ESG data repository"]
  outputs: ["drafted questionnaire responses"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "spreadsheet"]
  frequency: quarterly
  trigger: "Draft answers to the climate ratings questionnaire"

- id: reading-level-flagging
  title: "Flag passages above target reading level"
  domain: "Communications & PR"
  roles: ["Accessibility content reviewer (WCAG/ADA)"]
  description: "Score passages for reading grade and plain-language rules, flagging sentences that exceed the accessibility target."
  inputs: ["Document", "Target reading level", "Plain-language rules"]
  outputs: ["Flagged passages list", "Rewrite suggestions"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Text-analysis tool", "Document editor"]
  frequency: ad-hoc
  trigger: "When checking content for plain-language compliance"

- id: license-generate-renewal-notices
  title: "Generate business license renewal notices"
  domain: "Communications & PR"
  roles: ["Business license renewal specialist"]
  description: "Produce renewal notices for licenses expiring next cycle, merged with each licensee's details and amount due."
  inputs: ["License registry", "Expiration window"]
  outputs: ["Renewal notice batch"]
  automation: high
  human_in_loop: spot-check
  tools: ["records database", "document template library"]
  frequency: monthly
  trigger: "A renewal cycle approaches"

- id: earned-media-report-variants
  title: "Generate Stakeholder Variants of the Earned Media Report"
  domain: "Communications & PR"
  roles: ["PR Analyst", "Communications Manager"]
  description: "Reshape the monthly coverage dataset into board, regional, and product-team versions, each with the right metrics and framing."
  inputs: ["media monitoring export", "coverage tracker", "stakeholder report templates"]
  outputs: ["board summary", "regional report", "product-team brief"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["BI tool", "spreadsheet", "presentation tool"]
  frequency: monthly
  trigger: "Make the board and regional cuts of this month's coverage report"

- id: congregation-weekly-bulletin
  title: "Generate weekly service bulletin from liturgical calendar"
  domain: "Communications & PR"
  roles: ["Congregation administrator"]
  description: "Assemble order of service, readings, hymns, and announcements into a print-ready weekly bulletin."
  inputs: ["liturgical calendar", "scripture readings", "announcement submissions", "volunteer roster"]
  outputs: ["formatted bulletin draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "calendar"]
  frequency: weekly
  trigger: "Time to prep this Sunday's bulletin"

- id: gift-acknowledgment-letters
  title: "Gift acknowledgment & tax receipt drafting"
  domain: "Communications & PR"
  roles: ["Donor Relations Manager"]
  description: "Draft personalized donor thank-you letters with correct tax-deductible language per gift."
  inputs: ["gift records", "donor names", "receipt template"]
  outputs: ["draft acknowledgment letters/receipts"]
  automation: high
  human_in_loop: review-before-send
  tools: ["CRM", "email"]
  frequency: weekly
  trigger: "Draft acknowledgment letters for this week's gifts"

- id: grant-narrative-report-draft
  title: "Grant narrative report drafting"
  domain: "Communications & PR"
  roles: ["Grants Compliance Officer"]
  description: "Draft interim/final grant narratives mapping activities and outcomes to the funder's report template."
  inputs: ["program data", "funder report template", "prior reports"]
  outputs: ["draft grant narrative"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CMS", "knowledge base", "spreadsheet"]
  frequency: quarterly
  trigger: "Draft the interim narrative for this grant"

- id: prepare-spokesperson-briefing
  title: "Prepare spokesperson interview briefing"
  domain: "Communications & PR"
  roles: ["PR Specialist", "Comms Manager"]
  description: "Build an interview prep doc for an executive: reporter background, likely questions, recommended talking points, and bridging phrases."
  inputs: ["reporter and outlet details", "interview topic and angle", "key messages and proof points"]
  outputs: ["spokesperson briefing document", "do-not-say list and bridging phrases"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base", "calendar"]
  frequency: ad-hoc
  trigger: "prep a briefing doc for the CEO's interview with this trade reporter on Thursday"

- id: press-release-boilerplate-qa
  title: "QA Press Release Boilerplate and Required Disclaimers"
  domain: "Communications & PR"
  roles: ["Communications Specialist", "PR Editor"]
  description: "Confirm boilerplate, forward-looking-statement language, contact block, and legal entity/ticker are present and current before release."
  inputs: ["draft press release", "approved boilerplate library", "legal disclaimer template"]
  outputs: ["QA checklist with pass/fail flags", "corrected draft"]
  automation: high
  human_in_loop: review-before-send
  tools: ["knowledge base", "document editor", "spreadsheet"]
  frequency: weekly
  trigger: "Run the compliance check on this press release before it goes out"

- id: media-database-hygiene
  title: "Reconcile Media Database After Bounces and Beat Changes"
  domain: "Communications & PR"
  roles: ["Media Relations Specialist", "PR Coordinator"]
  description: "Process bounce-backs and beat-change notices, update journalist records, and flag contacts needing re-permissioning or removal."
  inputs: ["email bounce report", "beat-change and outlet-move notices", "media CRM export"]
  outputs: ["updated contact records", "removal/opt-out list", "change log"]
  automation: medium
  human_in_loop: spot-check
  tools: ["CRM", "email", "spreadsheet"]
  frequency: quarterly
  trigger: "Clean up the media list — bounces and reporters who changed beats"

- id: reformat-document-to-brand-template
  title: "Reformat a document to a brand template"
  domain: "Communications & PR"
  roles: ["Knowledge Worker", "Executive Assistant"]
  description: "Apply consistent headings, fonts, spacing, and styles so a draft matches the standard template."
  inputs: ["draft document", "brand or style template"]
  outputs: ["formatted document"]
  automation: high
  human_in_loop: review-before-send
  tools: ["word processor", "CMS"]
  frequency: ad-hoc
  trigger: "Make this doc match our company template"

- id: respond-to-journalist-source-request
  title: "Respond to journalist source request"
  domain: "Communications & PR"
  roles: ["PR Specialist", "Comms Manager"]
  description: "Draft a concise, quotable reply to a reporter's source query that fits the request and offers a relevant expert angle and spokesperson."
  inputs: ["journalist query and deadline", "relevant spokesperson expertise", "approved key messages"]
  outputs: ["drafted response with proposed quote", "suggested spokesperson", "relevance one-liner"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["email", "knowledge base"]
  frequency: daily
  trigger: "draft a reply to this reporter query looking for a cybersecurity expert by 3pm"

- id: spokesperson-quote-signoff-routing
  title: "Route Spokesperson Quotes for Attribution Sign-Off"
  domain: "Communications & PR"
  roles: ["PR Manager", "Communications Coordinator"]
  description: "Pull each attributed quote from a draft, route it to the named executive and legal for approval, and track sign-off status to closure."
  inputs: ["draft with attributed quotes", "executive contact list", "approval policy"]
  outputs: ["sign-off tracker", "approval request emails", "consolidated approvals"]
  automation: medium
  human_in_loop: sign-off
  tools: ["email", "e-signature", "spreadsheet"]
  frequency: weekly
  trigger: "Get these executive quotes approved before we publish"

- id: stage-tailored-dunning-hardship-letter
  title: "Stage-tailored dunning and hardship letter drafting"
  domain: "Communications & PR"
  roles: ["Collections Specialist"]
  description: "Draft collection/dunning notices and hardship/repayment-plan options tailored to the account's delinquency stage and balance."
  inputs: ["account status", "delinquency stage", "repayment options"]
  outputs: ["draft dunning/hardship letters"]
  automation: high
  human_in_loop: review-before-send
  tools: ["CRM", "email", "knowledge base"]
  frequency: daily
  trigger: "Draft a stage-appropriate collections letter for this account"

- id: summarize-media-coverage
  title: "Summarize media and news coverage"
  domain: "Communications & PR"
  roles: ["Public Affairs Officer"]
  description: "Compile recent coverage mentioning the org or issue into a clips summary with sentiment and key mentions."
  inputs: ["news/alert feeds", "search terms"]
  outputs: ["media clips summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["knowledge base", "email"]
  frequency: daily
  trigger: "summarize today's news coverage mentioning our organization"

- id: alert-translate-into-required-languages
  title: "Translate emergency alert into required languages"
  domain: "Communications & PR"
  roles: ["Emergency-notification drafter"]
  description: "Render an approved alert into the jurisdiction's required languages, preserving meaning and length limits."
  inputs: ["Approved alert text", "Required language list"]
  outputs: ["Translated alert versions"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["translation tool", "mass notification system"]
  frequency: ad-hoc
  trigger: "An alert is approved for distribution"

- id: media-inquiry-intake-triage
  title: "Triage Inbound Media Inquiries and Route by Deadline"
  domain: "Communications & PR"
  roles: ["Press Officer", "PR Manager", "Communications Coordinator"]
  description: "Classify each inbound journalist inquiry by topic, outlet tier, and deadline, then route to the right spokesperson and start the SLA clock."
  inputs: ["inbound press email", "spokesperson directory", "outlet tier list"]
  outputs: ["triaged inquiry ticket", "routing assignment", "deadline reminder"]
  automation: medium
  human_in_loop: spot-check
  tools: ["email", "ticketing", "CRM"]
  frequency: daily
  trigger: "A reporter just emailed asking for comment — figure out who should handle it and by when"

- id: update-boilerplate-and-media-kit
  title: "Update company boilerplate and media kit"
  domain: "Communications & PR"
  roles: ["PR Specialist", "Comms Manager"]
  description: "Refresh the standard company boilerplate, fact sheet, and executive bios with current metrics, milestones, and approved messaging."
  inputs: ["latest company metrics and milestones", "leadership or product changes", "current messaging guidelines", "existing media kit assets"]
  outputs: ["updated boilerplate paragraph", "refreshed fact sheet", "updated executive bios"]
  automation: high
  human_in_loop: approve
  tools: ["docs", "knowledge base"]
  frequency: quarterly
  trigger: "update our company boilerplate and fact sheet with the new funding round and headcount"

- id: embargo-compliance-check
  title: "Verify embargo compliance after press release distribution"
  domain: "Communications & PR"
  roles: ["Media Relations Specialist", "PR Manager"]
  description: "Cross-reference the publish timestamps of coverage against the agreed embargo lift time and flag any outlet that broke embargo."
  inputs: ["embargo agreement list", "media monitoring export", "distribution log"]
  outputs: ["embargo breach report", "compliant-outlet list"]
  automation: high
  human_in_loop: spot-check
  tools: ["media monitoring tool", "spreadsheet", "email"]
  frequency: ad-hoc
  trigger: "Check whether anyone published our news before the embargo lifted"

- id: anonymize-deliverable-for-credentials
  title: "Anonymize a client deliverable for the credentials library"
  domain: "Strategy & Consulting"
  roles: ["Knowledge Manager", "BD Coordinator", "Consultant"]
  description: "Redact client-identifying details from a past deliverable and reshape it into a reusable, sanitized case study for proposals."
  inputs: ["Original deliverable", "Client confidentiality terms", "Credentials template"]
  outputs: ["Anonymized case study", "Redaction log"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document editor", "knowledge base"]
  frequency: ad-hoc
  trigger: "Turn this project into a sanitized case study for our creds deck"

- id: ic-memo-first-draft
  title: "Assemble IC memo first draft"
  domain: "Strategy & Consulting"
  roles: ["Investment Committee Memo Preparer"]
  description: "Pull deal model outputs, diligence notes and market data into the firm's IC memo template as a first draft."
  inputs: ["Deal model", "Diligence notes", "IC memo template"]
  outputs: ["First-draft IC memo"]
  automation: low
  human_in_loop: review-before-send
  tools: ["Document editor", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "When a deal is readied for IC"

- id: assess-capability-maturity
  title: "Assess capability maturity against model"
  domain: "Strategy & Consulting"
  roles: ["Strategy Analyst", "Management Consultant"]
  description: "Score current-state capabilities against a maturity model and highlight gaps to target state."
  inputs: ["maturity model or rubric", "assessment responses", "current-state documents"]
  outputs: ["maturity scorecard", "heatmap", "gap-to-target summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "docs"]
  frequency: ad-hoc
  trigger: "score our data capabilities against this 5-level maturity model"

- id: audit-financial-model-assumptions
  title: "Audit a financial model for assumption and formula errors"
  domain: "Strategy & Consulting"
  roles: ["Business Analyst", "Strategy Consultant"]
  description: "Trace key formulas and flag broken links, hardcoded cells, and inconsistent assumptions in a model."
  inputs: ["financial model file", "assumption documentation"]
  outputs: ["model audit notes", "flagged issues list"]
  automation: low
  human_in_loop: review-before-send
  tools: ["spreadsheet"]
  frequency: ad-hoc
  trigger: "Check this model for errors before we send it"

- id: build-business-case-cost-benefit
  title: "Build a business case with cost-benefit quantification"
  domain: "Strategy & Consulting"
  roles: ["Strategy Consultant", "Business Analyst", "Engagement Manager"]
  description: "Quantify costs, benefits, and payback for a proposed initiative and frame the investment recommendation."
  inputs: ["cost estimates", "benefit assumptions", "discount rate", "initiative scope"]
  outputs: ["business case model", "cost-benefit summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "presentation software"]
  frequency: ad-hoc
  trigger: "Build the business case for this initiative"

- id: build-five-forces-analysis
  title: "Build a Porter's five forces analysis"
  domain: "Strategy & Consulting"
  roles: ["Strategy Consultant", "Strategy Analyst"]
  description: "Assess supplier power, buyer power, rivalry, substitutes, and entry barriers for a target industry."
  inputs: ["industry research", "market data"]
  outputs: ["five forces assessment", "attractiveness summary"]
  automation: low
  human_in_loop: review-before-send
  tools: ["web search", "document editor"]
  frequency: ad-hoc
  trigger: "Run a five forces on this industry"

- id: build-stakeholder-power-interest-map
  title: "Build a stakeholder power-interest map"
  domain: "Strategy & Consulting"
  roles: ["Engagement Manager", "Management Consultant"]
  description: "Plot key stakeholders on a power-versus-interest grid with tailored engagement tactics per quadrant."
  inputs: ["stakeholder list", "stakeholder roles and notes"]
  outputs: ["power-interest grid", "engagement tactics"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["presentation software", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Map these stakeholders by power and interest"

- id: build-value-driver-tree
  title: "Build a value driver tree from financials"
  domain: "Strategy & Consulting"
  roles: ["Strategy Consultant", "Business Analyst"]
  description: "Decompose a profit or value metric into its operational drivers to locate improvement levers."
  inputs: ["financial statements", "operational metrics"]
  outputs: ["value driver tree", "lever shortlist"]
  automation: low
  human_in_loop: review-before-send
  tools: ["spreadsheet", "presentation software"]
  frequency: ad-hoc
  trigger: "Break this profit metric into its value drivers"

- id: build-impact-effort-prioritization
  title: "Build an impact-effort prioritization matrix"
  domain: "Strategy & Consulting"
  roles: ["Strategy Consultant", "Business Analyst"]
  description: "Score a backlog of initiatives on impact and effort and place them on a prioritization 2x2."
  inputs: ["initiative list", "impact criteria", "effort estimates"]
  outputs: ["prioritization 2x2", "ranked shortlist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "presentation software"]
  frequency: ad-hoc
  trigger: "Prioritize these initiatives by impact and effort"

- id: build-benchmarking-summary
  title: "Build benchmarking summary"
  domain: "Strategy & Consulting"
  roles: ["Consulting Analyst"]
  description: "Compile benchmark metrics across peers into a comparison view with takeaways and outliers."
  inputs: ["benchmark data set", "peer group"]
  outputs: ["benchmarking summary", "takeaways"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "BI tool"]
  frequency: ad-hoc
  trigger: "summarize this benchmarking data into a peer comparison with takeaways"

- id: build-line-review-deck
  title: "Build category line/range review deck"
  domain: "Strategy & Consulting"
  roles: ["Category Manager"]
  description: "Assemble a range review deck comparing SKU performance vs plan with keep/cut/add recommendations."
  inputs: ["category sales data", "margin and stock data", "review template"]
  outputs: ["line review slides", "keep/cut/add recommendation table"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["BI tool", "spreadsheet", "presentation tool"]
  frequency: quarterly
  trigger: "draft the Q3 home & kitchen line review deck"

- id: build-competitive-landscape-matrix
  title: "Build competitive landscape matrix"
  domain: "Strategy & Consulting"
  roles: ["Strategy Analyst", "Management Consultant"]
  description: "Compare a set of competitors across pricing, features, positioning, and target segments. Highlight gaps and white space."
  inputs: ["List of competitors", "Public sources (sites, filings, reviews)", "Comparison dimensions"]
  outputs: ["Comparison matrix", "Positioning summary slide"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs", "spreadsheet", "knowledge base"]
  frequency: ad-hoc
  trigger: "compare these five competitors on pricing, features, and positioning"

- id: build-implementation-roadmap
  title: "Build implementation roadmap with initiative sequencing"
  domain: "Strategy & Consulting"
  roles: ["Management Consultant", "Program Manager"]
  description: "Sequence initiatives into phased waves with milestones, dependencies, and owners."
  inputs: ["initiative list", "priorities", "resourcing constraints", "target timelines"]
  outputs: ["phased roadmap", "milestone timeline", "dependency map"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "docs", "project management tool"]
  frequency: ad-hoc
  trigger: "sequence these 12 initiatives into an 18-month phased roadmap"

- id: build-market-sizing-model
  title: "Build market sizing model (TAM/SAM/SOM)"
  domain: "Strategy & Consulting"
  roles: ["Strategy Analyst", "Management Consultant"]
  description: "Construct a top-down and bottom-up market sizing estimate with stated assumptions and sources. Output the numbers and the logic behind them."
  inputs: ["Market/industry reports", "Pricing and volume assumptions", "Target segment definition"]
  outputs: ["Sizing spreadsheet with formulas", "Assumptions and sources summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "docs", "BI tool"]
  frequency: ad-hoc
  trigger: "size the market for B2B expense management software in the Nordics"

- id: build-scenario-planning-matrix
  title: "Build scenario planning matrix"
  domain: "Strategy & Consulting"
  roles: ["Strategy Analyst", "Management Consultant"]
  description: "Identify key uncertainties and draft 3-4 distinct future scenarios with drivers, implications, and early-warning signals."
  inputs: ["Key uncertainties and drivers", "Time horizon", "Business context"]
  outputs: ["Scenario matrix", "Implications and signposts per scenario"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet"]
  frequency: ad-hoc
  trigger: "draft four scenarios for our market over the next five years"

- id: chartering-voyage-estimate
  title: "Calculate voyage TCE estimate from freight and costs"
  domain: "Strategy & Consulting"
  roles: ["Chartering assistant"]
  description: "Build a time-charter-equivalent estimate from freight, bunker prices, port costs, and voyage days."
  inputs: ["freight terms", "bunker prices", "port cost assumptions"]
  outputs: ["voyage estimate"]
  automation: low
  human_in_loop: review-before-send
  tools: ["spreadsheet"]
  frequency: ad-hoc
  trigger: "We need a quick voyage estimate before bidding"

- id: post-engagement-lessons-learned-capture
  title: "Capture post-engagement lessons learned into the knowledge base"
  domain: "Strategy & Consulting"
  roles: ["Engagement Manager", "Knowledge Manager"]
  description: "Turn closeout notes and retro discussion into structured, tagged lessons-learned entries filed by sector and methodology."
  inputs: ["Project closeout notes", "Retro transcript", "Taxonomy and tags"]
  outputs: ["Tagged lessons-learned entries", "Knowledge base submission"]
  automation: high
  human_in_loop: spot-check
  tools: ["knowledge base", "document editor"]
  frequency: ad-hoc
  trigger: "File the lessons learned from this engagement into our knowledge base"

- id: compile-decisions-actions-log
  title: "Compile a decisions and actions log from meeting notes"
  domain: "Strategy & Consulting"
  roles: ["Project Manager", "Associate", "Engagement Manager"]
  description: "Extract decisions, owners, and due dates from meeting notes into a running engagement log."
  inputs: ["meeting notes", "prior actions log"]
  outputs: ["updated decisions and actions log"]
  automation: high
  human_in_loop: spot-check
  tools: ["document editor", "spreadsheet"]
  frequency: weekly
  trigger: "Pull the decisions and actions out of these notes"

- id: compile-company-teardown-profile
  title: "Compile company or industry teardown profile"
  domain: "Strategy & Consulting"
  roles: ["Strategy Analyst", "Management Consultant"]
  description: "Pull together a structured profile of a target company or industry: model, financials, strategy, risks, and recent moves."
  inputs: ["Company or industry name", "Public sources (filings, news, sites)"]
  outputs: ["Profile document", "Key facts and risks summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs", "knowledge base", "BI tool"]
  frequency: ad-hoc
  trigger: "build a one-page teardown profile of this target company"

- id: compile-strategic-risk-register
  title: "Compile risk register for strategic initiative"
  domain: "Strategy & Consulting"
  roles: ["Management Consultant", "Program Manager"]
  description: "Identify, score, and assign mitigations for risks tied to a strategy or transformation program."
  inputs: ["initiative plan", "key assumptions", "prior risk logs"]
  outputs: ["risk register", "likelihood and impact scoring", "mitigation and owner list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "docs"]
  frequency: monthly
  trigger: "build a risk register for our market-entry initiative"

- id: conduct-benchmarking-analysis
  title: "Conduct KPI benchmarking analysis"
  domain: "Strategy & Consulting"
  roles: ["Strategy Analyst", "Management Consultant"]
  description: "Compile peer and industry KPIs into a benchmark comparison with quartiles and gap callouts."
  inputs: ["peer and company financials", "industry benchmark data", "KPI definitions"]
  outputs: ["benchmark comparison table", "gap analysis", "summary chart"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "BI tool", "docs"]
  frequency: ad-hoc
  trigger: "benchmark our cost and growth metrics against these five competitors"

- id: design-workshop-facilitation-guide
  title: "Design workshop agenda and facilitation guide"
  domain: "Strategy & Consulting"
  roles: ["Management Consultant", "L&D Specialist"]
  description: "Build a timed workshop agenda with objectives, exercises, prompts, and a facilitator script for a strategy session."
  inputs: ["Workshop objectives", "Participants and duration", "Topics to cover"]
  outputs: ["Timed agenda", "Facilitation guide and exercise prompts"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "calendar"]
  frequency: ad-hoc
  trigger: "design a half-day strategy offsite agenda and facilitation guide"

- id: develop-issue-tree
  title: "Develop MECE issue/hypothesis tree"
  domain: "Strategy & Consulting"
  roles: ["Strategy Analyst", "Management Consultant"]
  description: "Break a client problem into a structured, mutually exclusive issue tree with testable hypotheses and the data needed to prove each."
  inputs: ["Problem statement", "Known context and constraints"]
  outputs: ["Issue/hypothesis tree", "Data requirements list per branch"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs"]
  frequency: ad-hoc
  trigger: "build an issue tree for why margins are declining in this business unit"

- id: draft-change-communication-plan
  title: "Draft a change management communication plan"
  domain: "Strategy & Consulting"
  roles: ["Management Consultant", "Change Manager"]
  description: "Map audiences, key messages, channels, and timing for rolling out a strategic change."
  inputs: ["stakeholder map", "change scope", "rollout timeline"]
  outputs: ["communication plan", "message matrix"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Draft a comms plan for this rollout"

- id: draft-raci-matrix
  title: "Draft a RACI matrix for the engagement"
  domain: "Strategy & Consulting"
  roles: ["Project Manager", "Engagement Manager"]
  description: "Assign Responsible, Accountable, Consulted, and Informed roles across workstream activities and decisions."
  inputs: ["activity list", "team roster", "governance structure"]
  outputs: ["RACI matrix"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet"]
  frequency: ad-hoc
  trigger: "Draft a RACI for this workstream"

- id: draft-deck-action-titles
  title: "Draft action titles for an existing slide deck"
  domain: "Strategy & Consulting"
  roles: ["Management Consultant", "Strategy Analyst"]
  description: "Rewrite descriptive slide headers into 'so what' action titles that carry the argument page to page."
  inputs: ["draft slide deck", "supporting chart data"]
  outputs: ["action title set"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["presentation software"]
  frequency: ad-hoc
  trigger: "Turn these slide headers into action titles"

- id: draft-engagement-kickoff-charter
  title: "Draft an engagement kickoff agenda and charter"
  domain: "Strategy & Consulting"
  roles: ["Engagement Manager", "Project Manager"]
  description: "Draft the kickoff agenda, objectives, scope guardrails, and ways-of-working for a new engagement."
  inputs: ["proposal or SOW", "team roster", "client objectives"]
  outputs: ["kickoff agenda", "engagement charter"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "presentation software"]
  frequency: ad-hoc
  trigger: "Draft the kickoff charter for this new engagement"

- id: draft-client-case-study-credential
  title: "Draft client case study credential"
  domain: "Strategy & Consulting"
  roles: ["Management Consultant", "Marketing Manager"]
  description: "Write a sanitized engagement case study for the firm's credentials and business development materials."
  inputs: ["engagement summary", "results and metrics", "anonymized client context"]
  outputs: ["one-page case study", "credentials slide", "impact metrics"]
  automation: high
  human_in_loop: approve
  tools: ["docs", "presentation tool"]
  frequency: ad-hoc
  trigger: "write a credentials case study from this engagement summary"

- id: draft-consulting-proposal-sow
  title: "Draft consulting proposal and SOW"
  domain: "Strategy & Consulting"
  roles: ["Management Consultant", "Founder"]
  description: "Write a client proposal covering objectives, approach, workstreams, timeline, team, and deliverables from a short brief."
  inputs: ["Client brief / discovery notes", "Scope and timeline assumptions", "Rate card"]
  outputs: ["Proposal document", "Statement of work draft"]
  automation: medium
  human_in_loop: approve
  tools: ["docs", "spreadsheet"]
  frequency: ad-hoc
  trigger: "draft a proposal and SOW for a 6-week growth strategy engagement"

- id: draft-cross-jurisdiction-policy-comparison
  title: "Draft cross-jurisdiction policy comparison"
  domain: "Strategy & Consulting"
  roles: ["Policy Analyst"]
  description: "Compare how several jurisdictions handle a policy area and outline options with pros and cons."
  inputs: ["jurisdiction policy documents", "research question"]
  outputs: ["comparison memo with options"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["web search", "knowledge base", "document management"]
  frequency: ad-hoc
  trigger: "compare paid leave policies across these five states"

- id: draft-esg-disclosure-section
  title: "Draft ESG disclosure narrative section"
  domain: "Strategy & Consulting"
  roles: ["ESG / Sustainability Analyst"]
  description: "Write a disclosure narrative mapped to a reporting framework, citing internal metrics and gaps."
  inputs: ["framework requirements", "internal ESG metrics"]
  outputs: ["disclosure draft", "data gap list"]
  automation: low
  human_in_loop: sign-off
  tools: ["knowledge base", "spreadsheet"]
  frequency: quarterly
  trigger: "draft the ESG disclosure section for this framework"

- id: draft-executive-summary-onepager
  title: "Draft executive summary one-pager"
  domain: "Strategy & Consulting"
  roles: ["Management Consultant", "Strategy Analyst"]
  description: "Condense a long analysis or report into a one-page executive summary with the answer, key evidence, and recommended next steps."
  inputs: ["Full analysis or report", "Audience and decision needed"]
  outputs: ["One-page executive summary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs"]
  frequency: ad-hoc
  trigger: "condense this 30-page report into a one-page exec summary"

- id: draft-interview-discussion-guide
  title: "Draft expert interview discussion guide"
  domain: "Strategy & Consulting"
  roles: ["Management Consultant", "Strategy Analyst"]
  description: "Turn research objectives and hypotheses into a structured interview guide with probing follow-up questions."
  inputs: ["research objectives", "hypothesis list", "interviewee profile"]
  outputs: ["discussion guide", "question bank", "intro and consent script"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs"]
  frequency: ad-hoc
  trigger: "draft a discussion guide for interviewing channel partners about pricing"

- id: draft-policy-issue-brief
  title: "Draft policy issue brief with recommendations"
  domain: "Strategy & Consulting"
  roles: ["Policy Analyst"]
  description: "Build an issue brief covering background, options, and a recommended position from research notes."
  inputs: ["research notes", "data sources", "org position"]
  outputs: ["draft policy brief"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs"]
  frequency: monthly
  trigger: "draft a policy brief on this issue with options and a recommendation"

- id: room-type-yield-recommendation
  title: "Draft room-type yield recommendations"
  domain: "Strategy & Consulting"
  roles: ["Hotel Revenue Manager"]
  description: "Recommend rates and length-of-stay restrictions by room type from forecast, pace and the local event calendar, with rationale."
  inputs: ["demand forecast", "pace report", "city/event calendar"]
  outputs: ["rate recommendation memo"]
  automation: medium
  human_in_loop: approve
  tools: ["BI tool", "spreadsheet"]
  frequency: weekly
  trigger: "Suggest rate moves for high-demand dates next month"

- id: draft-deck-storyline
  title: "Draft slide deck storyline"
  domain: "Strategy & Consulting"
  roles: ["Consulting Analyst"]
  description: "Turn a hypothesis tree into a slide-by-slide storyline with action-titled headline messages."
  inputs: ["hypothesis tree", "key findings"]
  outputs: ["deck storyline", "draft headline titles"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "slides"]
  frequency: ad-hoc
  trigger: "turn this hypothesis tree into a slide storyline with headline messages"

- id: draft-strategy-deck-storyline
  title: "Draft strategy deck storyline"
  domain: "Strategy & Consulting"
  roles: ["Management Consultant", "Strategy Analyst"]
  description: "Turn findings and a recommendation into a slide-by-slide storyline with action-titled headlines and the message of each page."
  inputs: ["Findings and analysis", "Recommendation/objective", "Audience"]
  outputs: ["Storyline outline with action titles", "Slide content notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs"]
  frequency: ad-hoc
  trigger: "turn these findings into a board-ready deck storyline with action titles"

- id: logic-model-activity-alignment
  title: "Logic model activity-to-outcome alignment"
  domain: "Strategy & Consulting"
  roles: ["Program Impact Analyst"]
  description: "Map program activities and outputs to theory-of-change outcomes and flag unmeasured links."
  inputs: ["program activity list", "logic model/theory of change"]
  outputs: ["alignment matrix", "measurement gaps"]
  automation: low
  human_in_loop: review-before-send
  tools: ["spreadsheet", "knowledge base"]
  frequency: ad-hoc
  trigger: "Map our activities to the logic model and find measurement gaps"

- id: prepare-steering-committee-readout
  title: "Prepare steering committee status readout"
  domain: "Strategy & Consulting"
  roles: ["Program Manager", "Management Consultant"]
  description: "Roll up workstream updates into a steering committee readout: progress, risks, decisions needed, and next milestones."
  inputs: ["Workstream status updates", "Risk and decision log", "Prior readout"]
  outputs: ["Status readout deck/document", "Decisions-needed list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet", "calendar"]
  frequency: weekly
  trigger: "compile this week's workstream updates into a steerco readout"

- id: steerco-deck-consistency-qa
  title: "QA steering-committee pre-read for cross-slide inconsistencies"
  domain: "Strategy & Consulting"
  roles: ["Consultant", "Engagement Manager"]
  description: "Scan a steerco/board deck for mismatched figures, stale dates, and metric definitions that disagree across slides."
  inputs: ["Draft pre-read deck", "Source data model", "Prior steerco deck"]
  outputs: ["List of flagged inconsistencies", "Suggested corrections"]
  automation: medium
  human_in_loop: spot-check
  tools: ["presentation tool", "spreadsheet"]
  frequency: weekly
  trigger: "Review this steerco deck for numbers that don't match across slides"

- id: reconcile-workstream-data-discrepancies
  title: "Reconcile data discrepancies across the engagement fact base"
  domain: "Strategy & Consulting"
  roles: ["Business Analyst", "Engagement Manager"]
  description: "Compare numbers cited across workstreams, flag mismatches, and propose a single source of truth."
  inputs: ["workstream data extracts", "source references"]
  outputs: ["discrepancy log", "reconciled fact base"]
  automation: low
  human_in_loop: review-before-send
  tools: ["spreadsheet"]
  frequency: weekly
  trigger: "Find where our numbers disagree across workstreams"

- id: benchmark-refresh-comparison-matrix
  title: "Refresh industry benchmarks into the engagement comparison matrix"
  domain: "Strategy & Consulting"
  roles: ["Research Analyst", "Consultant"]
  description: "Pull updated benchmark figures from approved sources and normalize them into the comparison matrix, flagging stale or outlier values."
  inputs: ["Approved benchmark sources", "Prior matrix", "Metric definitions"]
  outputs: ["Updated benchmark matrix", "Change and outlier notes"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "knowledge base", "BI tool"]
  frequency: quarterly
  trigger: "Update the benchmark table with the latest figures"

- id: cross-workstream-status-rollup
  title: "Roll up multi-workstream updates into a program status report"
  domain: "Strategy & Consulting"
  roles: ["Program Manager", "Engagement Manager"]
  description: "Consolidate workstream leads' updates into one RAG status with risks, decisions needed, and milestone slippage flagged."
  inputs: ["Workstream update notes", "Project plan", "Prior status report"]
  outputs: ["Consolidated program status report", "Escalation list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["project management tool", "spreadsheet", "email"]
  frequency: weekly
  trigger: "Combine this week's workstream updates into the program status"

- id: engagement-conflict-of-interest-screening
  title: "Screen new engagement for client conflicts of interest"
  domain: "Strategy & Consulting"
  roles: ["Engagement Manager", "Risk & Compliance Lead", "Partner"]
  description: "Cross-check a prospective client and scope against the active/past client roster to flag competitive or independence conflicts before kickoff."
  inputs: ["Prospective client name and scope", "Active client roster", "Prior engagement log"]
  outputs: ["Conflict screening memo", "Flagged conflicts list"]
  automation: medium
  human_in_loop: sign-off
  tools: ["CRM", "knowledge base", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Check this new client for conflicts before we accept the engagement"

- id: governance-proposal-brief
  title: "Summarize governance proposals into a voting brief"
  domain: "Strategy & Consulting"
  roles: ["Token grants and governance coordinator"]
  description: "Condense proposal text and forum discussion into a brief with pros, cons, and prior-vote context."
  inputs: ["proposal text", "forum discussion", "prior vote history"]
  outputs: ["voting brief with pros and cons"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["governance forum", "word processor"]
  frequency: weekly
  trigger: "when a new proposal goes on-chain"

- id: summarize-secondary-research-sources
  title: "Summarize secondary research sources into a findings brief"
  domain: "Strategy & Consulting"
  roles: ["Strategy Analyst", "Research Analyst"]
  description: "Distill analyst reports and articles into a cited findings brief with key takeaways."
  inputs: ["analyst reports", "articles", "research question"]
  outputs: ["findings brief", "source citations"]
  automation: medium
  human_in_loop: spot-check
  tools: ["web search", "document editor"]
  frequency: ad-hoc
  trigger: "Summarize these reports into a research brief"

- id: pitch-win-loss-debrief-synthesis
  title: "Synthesize a win/loss debrief after a proposal decision"
  domain: "Strategy & Consulting"
  roles: ["BD Lead", "Partner", "Proposal Manager"]
  description: "Combine client feedback, internal pitch notes, and the submitted proposal into a structured win/loss debrief with themes and follow-ups."
  inputs: ["Client feedback", "Internal pitch notes", "Submitted proposal"]
  outputs: ["Win/loss debrief memo", "Action items"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "document editor"]
  frequency: ad-hoc
  trigger: "Write up the win/loss debrief for the pitch we just lost"

- id: synthesize-expert-interviews
  title: "Synthesize expert interview notes"
  domain: "Strategy & Consulting"
  roles: ["Consulting Analyst"]
  description: "Distill multiple expert call notes into key findings, points of agreement, and implications."
  inputs: ["expert interview notes", "research questions"]
  outputs: ["synthesis of findings", "implications list"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs"]
  frequency: ad-hoc
  trigger: "synthesize these expert call notes into findings and implications"

- id: synthesize-stakeholder-interviews
  title: "Synthesize stakeholder interviews into themes"
  domain: "Strategy & Consulting"
  roles: ["Management Consultant", "Strategy Analyst"]
  description: "Cluster raw interview notes and transcripts into recurring themes, tensions, and supporting quotes. Flag outliers and open questions."
  inputs: ["Interview transcripts or notes", "Interview guide/objectives"]
  outputs: ["Themed findings document", "Representative quote bank"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "synthesize these 12 stakeholder interview notes into key themes"

- id: tag-interview-verbatim-quotes
  title: "Tag and extract verbatim quotes from interview transcripts"
  domain: "Strategy & Consulting"
  roles: ["Strategy Analyst", "Associate"]
  description: "Pull representative verbatim quotes from transcripts and tag them by theme and sentiment."
  inputs: ["interview transcripts", "theme codebook"]
  outputs: ["tagged quote bank"]
  automation: high
  human_in_loop: spot-check
  tools: ["transcription tool", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Pull the best quotes out of these transcripts"

- id: analyze-training-feedback-survey
  title: "Analyze post-training feedback survey"
  domain: "Learning & Development"
  roles: ["L&D Specialist", "HR Business Partner"]
  description: "Summarize evaluation survey results into scores, themes from open comments, and improvement actions."
  inputs: ["survey responses export", "rating scales", "open comments"]
  outputs: ["feedback summary", "theme analysis", "recommended improvements"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "survey tool", "BI tool"]
  frequency: monthly
  trigger: "summarize the feedback survey from last week's leadership training"

- id: course-content-currency-audit
  title: "Audit course library for stale or expired content"
  domain: "Learning & Development"
  roles: ["Instructional Designer", "L&D Operations Analyst"]
  description: "Scan course metadata for items past their review-due date or referencing deprecated policies/tools, producing a remediation backlog."
  inputs: ["Course catalog metadata", "Review-cycle policy", "Deprecated policy/tool list"]
  outputs: ["Prioritized remediation backlog", "Owner assignments"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["LMS", "knowledge base", "spreadsheet"]
  frequency: quarterly
  trigger: "Which courses are overdue for review or reference old policies?"

- id: audit-outdated-training-content
  title: "Audit the training library for outdated content"
  domain: "Learning & Development"
  roles: ["L&D Specialist"]
  description: "Review course materials against last-updated dates and recent policy or product changes, flag stale items, and propose a refresh list."
  inputs: ["course inventory with dates and owners", "recent policy or product changes"]
  outputs: ["flagged list of outdated content", "refresh recommendations with priority"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "knowledge base", "LMS"]
  frequency: quarterly
  trigger: "go through our course list and flag what needs updating"

- id: training-seat-utilization-audit
  title: "Audit training license seats against actual usage"
  domain: "Learning & Development"
  roles: ["L&D Operations Analyst", "Training Manager"]
  description: "Compare vendor seat/license invoices against actual LMS activity to flag unused or underused seats ahead of renewal."
  inputs: ["Vendor license/seat invoice", "LMS usage/activity export", "Renewal dates"]
  outputs: ["Utilization report with right-sizing recommendations", "Renewal flag list"]
  automation: medium
  human_in_loop: approve
  tools: ["LMS", "spreadsheet", "BI tool"]
  frequency: quarterly
  trigger: "Are we paying for training seats nobody uses before the renewal?"

- id: build-onboarding-plan-2
  title: "Build a new-hire onboarding plan"
  domain: "Learning & Development"
  roles: ["People Ops Specialist", "L&D Specialist"]
  description: "Assemble a 30-60-90 day onboarding schedule with milestones, resources, and check-ins for a role."
  inputs: ["role profile", "team information", "required trainings"]
  outputs: ["onboarding plan", "30-60-90 milestones", "resource checklist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "calendar", "LMS"]
  frequency: ad-hoc
  trigger: "build a 30-60-90 onboarding plan for a new product manager"

- id: build-competency-matrix
  title: "Build a role competency matrix"
  domain: "Learning & Development"
  roles: ["L&D Specialist", "HR Business Partner"]
  description: "Translate job descriptions and role expectations into a structured competency framework with proficiency levels."
  inputs: ["job descriptions", "role expectations", "existing frameworks"]
  outputs: ["competency matrix", "proficiency level definitions"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "docs"]
  frequency: ad-hoc
  trigger: "build a competency matrix for our customer success roles with proficiency levels"

- id: build-skills-gap-heatmap-from-assessment-scores
  title: "Build a skills-gap heatmap from assessment scores"
  domain: "Learning & Development"
  roles: ["L&D Analyst", "Program Manager"]
  description: "Aggregate assessment scores by team and competency into a heatmap that highlights skill gaps."
  inputs: ["Assessment scores", "Competency framework", "Team roster"]
  outputs: ["Skills-gap heatmap", "Gap summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Data analysis"]
  frequency: quarterly
  trigger: "Show me where the biggest skill gaps are by team"

- id: build-webinar-outline
  title: "Build customer training webinar outline"
  domain: "Learning & Development"
  roles: ["Customer Education Manager"]
  description: "Outline a training webinar with learning objectives, segments, and demo points."
  inputs: ["topic", "audience level", "feature list"]
  outputs: ["webinar outline"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs"]
  frequency: monthly
  trigger: "outline a 45-minute onboarding webinar for new admins"

- id: build-localization-glossary
  title: "Build localization glossary and flag risky terms"
  domain: "Learning & Development"
  roles: ["Localization & Subtitling Specialist"]
  description: "Extract recurring brand and product terms from source content and propose a glossary, flagging untranslatable terms."
  inputs: ["Source content corpus", "Existing brand terminology", "Target locales"]
  outputs: ["Draft glossary with source/target terms", "List of do-not-translate and risky terms"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "spreadsheet"]
  frequency: quarterly
  trigger: "Build a localization glossary from our latest content"

- id: build-academic-completion-plan
  title: "Build student academic completion plans"
  domain: "Learning & Development"
  roles: ["Student-Success Advisor"]
  description: "Sequence remaining required courses into a term-by-term plan respecting prerequisites and load limits."
  inputs: ["degree audit", "course prerequisites", "term offerings"]
  outputs: ["draft multi-term course plan"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["SIS", "spreadsheet"]
  frequency: quarterly
  trigger: "Build a path-to-graduation plan for this student"

- id: check-syllabus-compliance
  title: "Check syllabi for required-element compliance"
  domain: "Learning & Development"
  roles: ["Curriculum Coordinator"]
  description: "Review submitted syllabi against an institutional template; flag missing outcomes, policies, or schedules."
  inputs: ["course syllabi", "syllabus policy checklist"]
  outputs: ["per-syllabus compliance findings", "fix list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["document management", "knowledge base"]
  frequency: quarterly
  trigger: "Review these syllabi for required elements"

- id: build-training-impact-report
  title: "Compile a training impact and ROI report"
  domain: "Learning & Development"
  roles: ["L&D Specialist", "HR Manager"]
  description: "Combine attendance, assessment, and outcome data into a level-by-level impact report for stakeholders."
  inputs: ["completion data", "assessment scores", "business metrics"]
  outputs: ["impact report", "level-by-level analysis", "executive summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "BI tool", "docs"]
  frequency: quarterly
  trigger: "build a quarterly training impact report from this LMS and performance data"

- id: compile-monthly-ld-activity-dashboard
  title: "Compile the monthly L&D activity dashboard"
  domain: "Learning & Development"
  roles: ["L&D Analyst", "Learning Operations"]
  description: "Summarize enrollments, completions, training hours, and no-shows into a monthly activity dashboard."
  inputs: ["LMS activity export", "Session attendance", "Prior month baseline"]
  outputs: ["Activity dashboard", "Highlights summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Data analysis", "Presentation software"]
  frequency: monthly
  trigger: "Pull together this month's L&D numbers"

- id: convert-sme-notes-to-howto
  title: "Convert SME notes into a how-to guide"
  domain: "Learning & Development"
  roles: ["Technical Writer"]
  description: "Transform raw interview notes or a recorded walkthrough into a clean, numbered step-by-step guide with prerequisites and tips."
  inputs: ["SME interview notes or transcript", "target audience"]
  outputs: ["step-by-step how-to guide", "prerequisites and FAQ section"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "turn this interview transcript into a step-by-step guide for new hires"

- id: coordinate-training-session-logistics
  title: "Coordinate training session logistics and invites"
  domain: "Learning & Development"
  roles: ["L&D Specialist", "Trainer", "Executive Assistant"]
  description: "Schedule sessions, send calendar invites with meeting links, and send pre-work and reminder emails to attendees."
  inputs: ["session details", "attendee list", "calendar availability"]
  outputs: ["calendar invites", "pre-work and reminder emails", "attendee confirmation tracker"]
  automation: high
  human_in_loop: spot-check
  tools: ["calendar", "email", "spreadsheet"]
  frequency: weekly
  trigger: "schedule the leadership workshop and send invites with the pre-work"

- id: create-job-aid
  title: "Create a job aid or quick-reference guide"
  domain: "Learning & Development"
  roles: ["L&D Specialist", "Trainer"]
  description: "Distill a process or SOP into a concise step-by-step job aid for on-the-job reference."
  inputs: ["process documentation", "SOP", "step list or screenshots"]
  outputs: ["job aid", "quick-reference checklist"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "make a one-page job aid from this expense-approval SOP"

- id: curate-learning-path-from-resources
  title: "Curate a learning path from external resources"
  domain: "Learning & Development"
  roles: ["L&D Specialist", "Trainer"]
  description: "Aggregate articles, videos, and courses into a sequenced learning path for a skill or role. Curation of existing content, not new course design."
  inputs: ["target skill or role", "list of available resources or topics", "audience level"]
  outputs: ["sequenced learning path doc with links", "time estimates per item"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base", "web search"]
  frequency: ad-hoc
  trigger: "put together a learning path for a new data analyst from these resources"

- id: design-course-outline
  title: "Design a course outline and module structure"
  domain: "Learning & Development"
  roles: ["L&D Specialist", "Trainer"]
  description: "Build a module-by-module curriculum from objectives, time budget, and audience level."
  inputs: ["learning objectives", "time budget", "audience level", "content sources"]
  outputs: ["course outline", "module breakdown", "time allocations"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs"]
  frequency: ad-hoc
  trigger: "outline a 4-week onboarding curriculum for new sales reps"

- id: draft-nudge-sequence-for-stalled-learners
  title: "Draft a nudge sequence for stalled learners"
  domain: "Learning & Development"
  roles: ["Learning Operations", "L&D Specialist"]
  description: "Write a short sequence of nudge messages to re-engage learners who started but stalled mid-course."
  inputs: ["Progress report", "Course deadlines", "Stalled-learner list"]
  outputs: ["Nudge message sequence"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Email", "Spreadsheet"]
  frequency: weekly
  trigger: "Write reminder nudges for people stuck halfway through the course"

- id: draft-pre-work-reminder-email
  title: "Draft a pre-work reminder email for an upcoming session"
  domain: "Learning & Development"
  roles: ["Training Coordinator", "L&D Specialist"]
  description: "Draft a reminder email to enrolled participants covering pre-work, logistics, and what to bring before a session."
  inputs: ["Session details", "Pre-work assignments", "Participant roster"]
  outputs: ["Reminder email draft"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Email", "Calendar"]
  frequency: weekly
  trigger: "Remind everyone about the pre-work for Thursday's workshop"

- id: draft-ai-policy-faq
  title: "Draft AI usage policy FAQ"
  domain: "Learning & Development"
  roles: ["AI / Content Governance Reviewer"]
  description: "Convert the AI governance policy into a plain-language employee FAQ with examples of allowed and prohibited use."
  inputs: ["AI governance policy", "common questions"]
  outputs: ["FAQ draft", "do/don't examples"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base"]
  frequency: ad-hoc
  trigger: "turn the AI policy into an employee FAQ"

- id: draft-answer-key-with-feedback-rationale
  title: "Draft an answer key with feedback rationale for a knowledge check"
  domain: "Learning & Development"
  roles: ["Instructional Designer", "Subject Matter Expert"]
  description: "Produce an answer key with correct responses and remediation feedback explaining why each option is right or wrong."
  inputs: ["Quiz items", "Source content"]
  outputs: ["Answer key", "Per-item feedback text"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Document editor"]
  frequency: ad-hoc
  trigger: "Write the answer key and explanations for this quiz"

- id: draft-elearning-storyboard
  title: "Draft an e-learning storyboard and script"
  domain: "Learning & Development"
  roles: ["L&D Specialist", "Instructional Designer"]
  description: "Convert source content into a slide-by-slide storyboard with on-screen text, narration, and interaction notes."
  inputs: ["source content", "learning objectives", "module length"]
  outputs: ["storyboard", "narration script", "interaction prompts"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet"]
  frequency: ad-hoc
  trigger: "storyboard an e-learning module from this compliance policy"

- id: draft-individual-development-plan
  title: "Draft an individual development plan"
  domain: "Learning & Development"
  roles: ["L&D Specialist", "HR Business Partner"]
  description: "Turn an employee's goals and performance feedback into a structured development plan with learning actions and milestones."
  inputs: ["employee goals", "performance review notes", "role competencies"]
  outputs: ["IDP doc with goals, actions, and timeline"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet"]
  frequency: quarterly
  trigger: "draft a development plan for this employee from their review and goals"

- id: draft-course-learning-objectives
  title: "Draft course objectives and outline"
  domain: "Learning & Development"
  roles: ["Instructional Designer"]
  description: "Produce measurable learning objectives and a module-by-module outline from a topic and target audience."
  inputs: ["course topic and scope", "audience level", "credit/time constraints"]
  outputs: ["learning objectives list", "module outline with sequencing"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "draft learning objectives and a module outline for an intro course on this topic"

- id: draft-kb-article
  title: "Draft knowledge base how-to article"
  domain: "Learning & Development"
  roles: ["Customer Education Manager"]
  description: "Write a step-by-step help article from a feature spec or recurring support thread."
  inputs: ["feature notes", "support thread"]
  outputs: ["KB article draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "docs"]
  frequency: weekly
  trigger: "write a help article explaining how to set up this feature"

- id: write-learning-objectives
  title: "Draft learning objectives from a topic brief"
  domain: "Learning & Development"
  roles: ["Trainer", "L&D Specialist"]
  description: "Convert a topic and audience into measurable, action-verb learning objectives aligned to a taxonomy."
  inputs: ["topic brief", "target audience", "desired outcomes"]
  outputs: ["measurable learning objectives", "taxonomy-aligned action verbs"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs"]
  frequency: ad-hoc
  trigger: "write learning objectives for a 2-hour negotiation skills workshop"

- id: draft-moderator-coaching-notes
  title: "Draft moderator coaching notes from QA findings"
  domain: "Learning & Development"
  roles: ["Policy-enforcement QA analyst"]
  description: "Turn recurring QA errors into per-moderator coaching notes with examples and the correct policy reasoning."
  inputs: ["QA findings by moderator", "Policy reference examples"]
  outputs: ["Per-moderator coaching notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Document editor", "QA review tool"]
  frequency: weekly
  trigger: "When weekly QA results are finalized"

- id: toolbox-talk-from-incident
  title: "Draft toolbox talk from recent incident"
  domain: "Learning & Development"
  roles: ["EHS Compliance Coordinator"]
  description: "Turn a recent incident or near-miss into a short toolbox-talk / safety briefing with lessons and preventive actions."
  inputs: ["incident summary", "root cause and corrective actions", "relevant safety procedure"]
  outputs: ["toolbox talk script", "sign-off attendance sheet"]
  automation: high
  human_in_loop: review-before-send
  tools: ["LMS", "knowledge base", "CMS"]
  frequency: ad-hoc
  trigger: "write a toolbox talk based on last week's forklift near-miss"

- id: draft-research-guide
  title: "Draft topic research guide"
  domain: "Learning & Development"
  roles: ["Librarian / Knowledge Manager"]
  description: "Assemble a starter research guide with key databases, search strategies, and recommended sources for a subject."
  inputs: ["subject area", "available databases", "audience level"]
  outputs: ["draft research guide", "suggested search strings"]
  automation: high
  human_in_loop: review-before-send
  tools: ["knowledge base", "docs"]
  frequency: ad-hoc
  trigger: "draft a research guide for undergraduates starting on this subject"

- id: generate-assessment-questions
  title: "Generate assessment questions from training content"
  domain: "Learning & Development"
  roles: ["L&D Specialist", "Trainer"]
  description: "Create a quiz or test bank from course material, mapped to learning objectives, with answer keys."
  inputs: ["training content", "learning objectives", "question count and format"]
  outputs: ["question bank", "answer key", "objective mapping"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs", "LMS"]
  frequency: ad-hoc
  trigger: "generate 15 multiple-choice questions from this module on data privacy"

- id: generate-completion-certificates-from-roster
  title: "Generate completion certificates from a roster"
  domain: "Learning & Development"
  roles: ["Training Coordinator", "Learning Operations"]
  description: "Populate completion certificates from a roster, merging learner names, course titles, and dates into a template."
  inputs: ["Completion roster", "Certificate template", "Course metadata"]
  outputs: ["Completion certificates"]
  automation: high
  human_in_loop: spot-check
  tools: ["Document editor", "Spreadsheet", "Mail merge"]
  frequency: monthly
  trigger: "Make completion certificates for everyone who finished the safety course"

- id: ceu-credit-accrual-statement
  title: "Generate continuing-education credit statements"
  domain: "Learning & Development"
  roles: ["L&D Coordinator", "Compliance Training Specialist"]
  description: "Compile completed-course records into CEU/CPE credit statements formatted to each accrediting body's reporting requirements."
  inputs: ["LMS completion records", "Course-to-credit mapping", "Accrediting body templates"]
  outputs: ["Per-learner credit statements", "Accrediting-body submission summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["LMS", "spreadsheet", "knowledge base"]
  frequency: quarterly
  trigger: "Build the CEU credit statements for our licensed staff this quarter"

- id: generate-assessment-items
  title: "Generate quiz and assessment items"
  domain: "Learning & Development"
  roles: ["Instructional Designer", "Trainer"]
  description: "Convert lecture or reading content into aligned quiz questions, answer keys, and rubrics by objective."
  inputs: ["lecture notes or readings", "learning objectives", "question type mix"]
  outputs: ["question bank with answer key", "scoring rubric"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "create a quiz with answer key from this lecture aligned to these objectives"

- id: map-curriculum-outcomes-to-standards
  title: "Map course outcomes to program standards"
  domain: "Learning & Development"
  roles: ["Curriculum Coordinator", "Accreditation Coordinator"]
  description: "Build a crosswalk aligning course learning outcomes to program or accreditation competencies; flag gaps."
  inputs: ["course outcomes", "program competency framework"]
  outputs: ["outcome-to-standard mapping matrix", "gap list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "knowledge base"]
  frequency: quarterly
  trigger: "Map these course outcomes to our program competencies"

- id: match-mentors-to-mentees
  title: "Match mentors to mentees for the mentorship program"
  domain: "Learning & Development"
  roles: ["Program Manager", "HR Business Partner"]
  description: "Propose mentor-mentee pairings from intake profiles based on goals, skills, and availability, flagging mismatches."
  inputs: ["Mentor profiles", "Mentee profiles", "Pairing criteria"]
  outputs: ["Proposed pairings", "Rationale notes"]
  automation: low
  human_in_loop: approve
  tools: ["Spreadsheet"]
  frequency: quarterly
  trigger: "Suggest mentor pairings for this cohort"

- id: outline-rep-onboarding-curriculum
  title: "Outline new-rep onboarding curriculum"
  domain: "Learning & Development"
  roles: ["Sales Enablement Manager"]
  description: "Draft a structured onboarding ramp outline with modules, milestones, and assessments from existing materials."
  inputs: ["existing enablement content", "ramp goals"]
  outputs: ["curriculum outline", "milestone schedule"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["knowledge base", "spreadsheet"]
  frequency: quarterly
  trigger: "draft an onboarding plan for new sales reps"

- id: tuition-reimbursement-eligibility-precheck
  title: "Pre-check tuition reimbursement requests against policy"
  domain: "Learning & Development"
  roles: ["L&D Coordinator", "HRBP"]
  description: "Validate each tuition reimbursement request against policy rules (annual cap, grade minimum, course relevance, tenure) before manager approval."
  inputs: ["Reimbursement request form", "Tuition policy rules", "HRIS tenure/spend-to-date"]
  outputs: ["Eligibility decision with rationale", "Flagged exceptions for review"]
  automation: medium
  human_in_loop: approve
  tools: ["HRIS", "spreadsheet", "e-signature", "ticketing"]
  frequency: ad-hoc
  trigger: "Does this tuition reimbursement request meet our policy?"

- id: qa-review-quiz-items-for-balance-and-bias
  title: "Qa-review quiz items for answer balance and bias"
  domain: "Learning & Development"
  roles: ["Instructional Designer", "Assessment Specialist"]
  description: "Check quiz items for answer-position balance, clueing, ambiguous wording, and biased or non-inclusive language."
  inputs: ["Quiz item bank", "Item-writing guidelines"]
  outputs: ["QA findings", "Revision suggestions"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Document editor", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "Review this quiz for bias and balanced answer choices"

- id: reconcile-facilitator-assignments-to-session-calendar
  title: "Reconcile facilitator assignments to the session calendar"
  domain: "Learning & Development"
  roles: ["Training Coordinator", "Learning Operations", "Program Manager"]
  description: "Match available facilitators to scheduled sessions and flag gaps, double-bookings, and unstaffed slots."
  inputs: ["Session schedule", "Facilitator availability", "Facilitator skills list"]
  outputs: ["Facilitator assignment plan", "Conflict list"]
  automation: low
  human_in_loop: approve
  tools: ["Calendar", "Spreadsheet"]
  frequency: monthly
  trigger: "Figure out who can teach which sessions next month"

- id: lms-curriculum-reconciliation-after-reorg
  title: "Reconcile learning-path assignments after an org change"
  domain: "Learning & Development"
  roles: ["L&D Operations Analyst", "HRBP"]
  description: "After an HRIS reorganization, detect learners still on prior-role curricula or missing new-role required learning, and build a correction worklist."
  inputs: ["HRIS pre/post org structure", "LMS curriculum assignments", "Role-to-curriculum mapping"]
  outputs: ["Reassignment/correction worklist", "Exceptions needing manual review"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["HRIS", "LMS", "spreadsheet"]
  frequency: ad-hoc
  trigger: "We just reorged, whose training assignments are now wrong?"

- id: mandatory-training-lapse-reconciliation
  title: "Reconcile mandatory training lapses against role matrix"
  domain: "Learning & Development"
  roles: ["Compliance Training Specialist", "L&D Coordinator"]
  description: "Cross-reference LMS completion records against the role-based mandatory-training matrix to flag expired or due-soon certifications per manager."
  inputs: ["LMS completion export", "Role-to-requirement matrix", "HRIS role/manager data"]
  outputs: ["Per-manager lapse/escalation list", "Compliance summary figures"]
  automation: high
  human_in_loop: review-before-send
  tools: ["LMS", "HRIS", "spreadsheet", "email"]
  frequency: monthly
  trigger: "Who is overdue on required training this month and who is their manager?"

- id: repurpose-session-recording-microlearning
  title: "Repurpose a session recording into microlearning notes"
  domain: "Learning & Development"
  roles: ["L&D Specialist", "Trainer", "Content Marketer"]
  description: "Turn a webinar or session transcript into summary notes, key takeaways, and bite-size microlearning snippets."
  inputs: ["session transcript or recording", "target format"]
  outputs: ["summary notes", "key takeaways", "microlearning snippets"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "turn this workshop transcript into a recap and three microlearning cards"

- id: review-course-accessibility-alignment
  title: "Review course materials for accessibility"
  domain: "Learning & Development"
  roles: ["Instructional Designer"]
  description: "Audit course materials for accessibility gaps and objective alignment, returning a prioritized fix list."
  inputs: ["course materials", "accessibility standard checklist", "learning objectives"]
  outputs: ["accessibility issue list", "alignment gap notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "knowledge base"]
  frequency: ad-hoc
  trigger: "audit these course materials for accessibility issues and objective alignment"

- id: send-certification-renewal-reminders
  title: "Send certification renewal reminders before credentials expire"
  domain: "Learning & Development"
  roles: ["Learning Operations", "Compliance Coordinator"]
  description: "Identify professional certifications nearing expiry and draft renewal reminders to credential holders."
  inputs: ["Certification register", "Expiry dates", "Holder contacts"]
  outputs: ["Renewal reminder emails", "Expiring-soon list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Email"]
  frequency: monthly
  trigger: "Who has certifications expiring soon and remind them to renew"

- id: summarize-learner-questions-into-faq-updates
  title: "Summarize learner support questions into FAQ updates"
  domain: "Learning & Development"
  roles: ["L&D Specialist", "Knowledge Manager"]
  description: "Cluster recurring learner support questions and draft new or updated FAQ entries to close the gaps."
  inputs: ["Support tickets", "Existing FAQ", "Course content"]
  outputs: ["FAQ updates", "Theme summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Ticketing system", "Knowledge base"]
  frequency: monthly
  trigger: "Turn the common learner questions into FAQ updates"

- id: summarize-call-coaching-themes
  title: "Summarize sales calls into coaching themes"
  domain: "Learning & Development"
  roles: ["Sales Enablement Manager"]
  description: "Distill call transcripts into recurring objections, win-loss themes, and coaching notes per rep."
  inputs: ["call recording transcripts", "scorecard rubric"]
  outputs: ["coaching notes", "theme summary"]
  automation: medium
  human_in_loop: spot-check
  tools: ["knowledge base", "spreadsheet"]
  frequency: weekly
  trigger: "pull the coaching themes from this week's call transcripts"

- id: conduct-training-needs-analysis
  title: "Synthesize a training needs analysis"
  domain: "Learning & Development"
  roles: ["L&D Specialist", "HR Business Partner"]
  description: "Pull stakeholder interviews, performance gaps, and role data into a prioritized summary of who needs what training and why."
  inputs: ["stakeholder interview notes", "performance or skills data", "business goals"]
  outputs: ["needs analysis report", "prioritized skill gaps", "recommended interventions"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "spreadsheet", "survey tool"]
  frequency: quarterly
  trigger: "turn these stakeholder interviews and performance data into a training needs analysis"

- id: post-training-feedback-synthesis
  title: "Synthesize post-training evaluation feedback"
  domain: "Learning & Development"
  roles: ["Training Manager", "L&D Coordinator"]
  description: "Aggregate Level-1 evaluation free-text and ratings into themes per course and facilitator, flagging sessions below the satisfaction threshold."
  inputs: ["Post-session survey responses", "Facilitator/course metadata", "Threshold criteria"]
  outputs: ["Themed feedback summary per course/facilitator", "Below-threshold flag list"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "BI tool", "knowledge base"]
  frequency: monthly
  trigger: "Summarize last month's training feedback by course and facilitator"

- id: tag-courses-with-skills-taxonomy
  title: "Tag courses with a skills taxonomy"
  domain: "Learning & Development"
  roles: ["Instructional Designer", "LMS Administrator"]
  description: "Assign skill and competency tags to courses so they map to the org's skills taxonomy for searchability."
  inputs: ["Course catalog", "Skills taxonomy", "Course descriptions"]
  outputs: ["Tagged course metadata"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Spreadsheet", "LMS"]
  frequency: ad-hoc
  trigger: "Tag these courses with the right skills from our taxonomy"

- id: track-compliance-training-completion-2
  title: "Track compliance training completion and send reminders"
  domain: "Learning & Development"
  roles: ["L&D Specialist", "People Ops Specialist"]
  description: "Reconcile completion data against required-training lists and draft reminder emails to those who are overdue."
  inputs: ["LMS completion export", "required-training roster", "deadlines"]
  outputs: ["completion status report", "reminder email drafts", "escalation list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["LMS", "spreadsheet", "email"]
  frequency: monthly
  trigger: "check who hasn't finished mandatory security training and draft reminders"

- id: training-cert-expiry-tracking
  title: "Track research training and certification expiry"
  domain: "Learning & Development"
  roles: ["Research compliance & biosafety administrator"]
  description: "Monitor biosafety, animal-handling, and GLP certification expiry per staff and draft renewal reminders."
  inputs: ["Training records", "Certification validity periods"]
  outputs: ["Expiry tracker", "Draft renewal reminders"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Email", "Learning record system"]
  frequency: monthly
  trigger: "Who has lab certifications expiring soon?"

- id: triage-incoming-training-requests
  title: "Triage incoming training requests from the intake queue"
  domain: "Learning & Development"
  roles: ["L&D Specialist", "Training Coordinator"]
  description: "Categorize and route incoming training requests by topic, urgency, and owner, flagging duplicates and existing offerings."
  inputs: ["Intake form submissions", "Course catalog", "Routing rules"]
  outputs: ["Triaged request list", "Routing recommendations"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Ticketing system"]
  frequency: weekly
  trigger: "Sort through this week's training requests and route them"

- id: update-training-matrix-from-sop
  title: "Update training assignment matrix from SOP changes"
  domain: "Learning & Development"
  roles: ["QA Documentation Specialist"]
  description: "When an SOP is revised, identify affected roles and update the read-and-understand training assignments."
  inputs: ["revised SOP list", "role-to-SOP training matrix"]
  outputs: ["updated training assignments", "retraining task list"]
  automation: high
  human_in_loop: spot-check
  tools: ["LMS", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Update the training matrix for everyone affected by this SOP revision"

- id: write-facilitator-guide
  title: "Write a facilitator guide for a workshop"
  domain: "Learning & Development"
  roles: ["Trainer", "L&D Specialist"]
  description: "Expand a session outline into a timed facilitator guide with activities, talking points, and materials."
  inputs: ["session outline", "slide deck", "activity list"]
  outputs: ["facilitator guide", "session timings", "discussion prompts"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs"]
  frequency: ad-hoc
  trigger: "turn this workshop outline into a facilitator guide with timings and activities"

- id: write-alt-text-for-course-images
  title: "Write alt text for course images and diagrams"
  domain: "Learning & Development"
  roles: ["Instructional Designer", "Accessibility Specialist"]
  description: "Generate concise alt text and long descriptions for images, charts, and diagrams in course materials."
  inputs: ["Course images", "Image context", "Accessibility guidelines"]
  outputs: ["Alt text", "Long descriptions"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Document editor", "Image viewer"]
  frequency: ad-hoc
  trigger: "Add alt text to all the diagrams in this module"

- id: write-course-catalog-descriptions
  title: "Write course catalog descriptions for the LMS"
  domain: "Learning & Development"
  roles: ["L&D Specialist", "Content Marketer"]
  description: "Write clear, enticing course titles, descriptions, and learning outcomes for the LMS catalog so learners self-enroll."
  inputs: ["course outline or objectives", "target audience", "prerequisites"]
  outputs: ["catalog title", "course description", "outcomes and prerequisites blurb"]
  automation: high
  human_in_loop: spot-check
  tools: ["docs", "LMS"]
  frequency: ad-hoc
  trigger: "write the catalog blurb for this new compliance course"

- id: draft-dnfb-aging-report-with-hold-reason-codes
  title: "Draft DNFB aging report with hold reason codes"
  domain: "Finance & Accounting"
  roles: ["Patient financial services specialist", "Revenue cycle analyst"]
  description: "Pull discharged-not-final-billed accounts from the billing hold queue, classify each hold by type (coding incomplete, missing documentation, charge entry, authorization missing), and surface any accounts approaching payer timely-filing deadlines."
  inputs: ["ADT discharge feed", "billing system hold queue", "payer timely-filing schedule"]
  outputs: ["DNFB aging report with hold categories", "priority escalation list by deadline risk"]
  automation: high
  human_in_loop: spot-check
  tools: ["revenue cycle system", "spreadsheet"]
  frequency: daily
  trigger: "Pull today's DNFB report and flag anything at risk of missing timely filing"

- id: reconcile-835-era-transactions-to-open-claims
  title: "Reconcile 835 ERA transactions to open claims"
  domain: "Finance & Accounting"
  roles: ["Medical billing specialist", "Revenue cycle analyst"]
  description: "Match each line item in an 835 electronic remittance advice file to the corresponding claim, post contractual adjustments and patient responsibility splits, and flag variances where payment falls below contracted rates."
  inputs: ["835 ERA file", "contracted fee schedule", "open claims register"]
  outputs: ["posted payment batch", "contractual adjustment log", "underpayment variance report", "denial work queue entries"]
  automation: high
  human_in_loop: spot-check
  tools: ["practice management system", "clearinghouse portal", "spreadsheet"]
  frequency: daily
  trigger: "Process today's 835 files and flag any underpayments against contract"

- id: generate-advance-beneficiary-notice-for-non-covered-medicare
  title: "Generate advance beneficiary notice for non-covered Medicare service"
  domain: "Legal & Compliance"
  roles: ["Medical billing specialist", "Front desk coordinator", "Utilization management nurse"]
  description: "Identify ordered services that fail to meet Medicare LCD or NCD coverage criteria, populate the CMS-R-131 ABN form with the estimated patient liability and denial reason, and log the patient's signed acknowledgment before the service is rendered."
  inputs: ["ordered CPT codes", "patient Medicare eligibility record", "applicable LCD/NCD criteria"]
  outputs: ["completed CMS-R-131 ABN form", "signed acknowledgment log entry"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["EHR", "practice management system"]
  frequency: ad-hoc
  trigger: "Patient is on Medicare and the ordered lumbar MRI doesn't meet LCD criteria — generate an ABN before the appointment"

- id: run-monthly-oig-exclusion-list-batch-screening
  title: "Run monthly OIG exclusion list batch screening"
  domain: "Legal & Compliance"
  roles: ["Healthcare compliance analyst", "Credentialing specialist", "Compliance officer"]
  description: "Execute a batch comparison of the active employee, contractor, and vendor roster against the OIG List of Excluded Individuals/Entities (LEIE) and SAM.gov, document all results, and escalate any name or NPI matches for immediate investigation."
  inputs: ["active employee and vendor roster with NPIs", "OIG LEIE monthly export", "SAM.gov exclusion file"]
  outputs: ["monthly screening log with match/no-match status", "escalation memo for any positive hits"]
  automation: high
  human_in_loop: spot-check
  tools: ["compliance screening platform", "spreadsheet"]
  frequency: monthly
  trigger: "Run this month's OIG exclusion check against our full employee and vendor list and flag any matches"

- id: assemble-prior-authorization-request-package-for-specialty-p
  title: "Assemble prior authorization request package for specialty procedure"
  domain: "Operations & Project Mgmt"
  roles: ["Prior authorization specialist", "Utilization management nurse"]
  description: "Gather clinical notes, diagnosis codes, CPT codes, and supporting documentation required by the payer's specific PA clinical criteria, submit the request via the payer portal or fax, and log the reference number and expected turnaround in the authorization tracker."
  inputs: ["provider order", "clinical notes", "payer PA criteria checklist", "patient insurance details"]
  outputs: ["submitted PA request confirmation", "authorization tracking log entry"]
  automation: medium
  human_in_loop: approve
  tools: ["EHR", "payer portal", "authorization tracking system"]
  frequency: daily
  trigger: "Submit a PA for this patient's upcoming spinal fusion — payer is BCBS — and log the reference number"

- id: map-carc-rarc-denial-codes-to-root-cause-categories
  title: "Map CARC/RARC denial codes to root-cause categories"
  domain: "Finance & Accounting"
  roles: ["Denials management specialist", "Revenue cycle analyst"]
  description: "Ingest Claim Adjustment Reason Codes and Remittance Advice Remark Codes from 835 ERA files, classify denials into root-cause buckets (eligibility, authorization, coding error, timely filing, duplicate, coordination of benefits), and produce a volume-and-dollar trend summary for workflow prioritization."
  inputs: ["835 ERA files", "CARC/RARC reference table", "denial work queue export"]
  outputs: ["denial root-cause summary dashboard", "prioritized rework list by dollar value", "trend comparison to prior period"]
  automation: high
  human_in_loop: spot-check
  tools: ["revenue cycle system", "spreadsheet", "business intelligence tool"]
  frequency: weekly
  trigger: "Categorize last week's denials by root cause and show me where the dollar concentration is"

- id: identify-hedis-care-gap-closures-for-measure-numerator-updat
  title: "Identify HEDIS care gap closures for measure numerator update"
  domain: "Data & Reporting (BI)"
  roles: ["Quality improvement specialist", "Population health analyst", "Care coordinator"]
  description: "Query the clinical data warehouse for patients with open HEDIS measure gaps, cross-reference recent encounter, lab result, and prescription data to identify newly eligible closures, and update the measure tracking dashboard before the next submission window."
  inputs: ["HEDIS technical specifications", "patient panel roster", "claims and clinical data extract", "lab and pharmacy data feed"]
  outputs: ["updated care gap closure report", "closed-gap evidence summary by measure", "submission-ready numerator file"]
  automation: high
  human_in_loop: spot-check
  tools: ["clinical data warehouse", "population health platform", "spreadsheet"]
  frequency: monthly
  trigger: "Which patients in Dr. Smith's panel closed a HEDIS gap this month that isn't reflected in the dashboard yet?"

- id: conduct-incident-to-billing-compliance-spot-audit
  title: "Conduct incident-to billing compliance spot audit"
  domain: "Legal & Compliance"
  roles: ["Billing compliance auditor", "Healthcare compliance analyst"]
  description: "Sample claims billed incident-to a supervising physician, verify that the supervising provider was physically present in the office suite, that each service fell within the established plan of care, and that documentation supports the billing non-physician practitioner, flagging any deficiencies."
  inputs: ["sampled claim records with incident-to modifier", "provider schedule log", "clinical notes for sampled encounters", "CMS incident-to billing guidelines"]
  outputs: ["audit findings worksheet", "deficiency list per provider", "corrective action recommendation memo"]
  automation: medium
  human_in_loop: sign-off
  tools: ["EHR", "practice management system", "audit management tool"]
  frequency: quarterly
  trigger: "Pull a random sample of incident-to claims from Q2 and flag any supervision or documentation gaps"

- id: generate-patient-out-of-pocket-estimate-from-real-time-eligi
  title: "Generate patient out-of-pocket estimate from real-time eligibility"
  domain: "Customer Success & Support"
  roles: ["Patient access representative", "Financial counselor"]
  description: "Using the 270/271 real-time eligibility transaction response, calculate expected patient liability for a scheduled procedure by applying remaining deductible, copay, coinsurance, and out-of-pocket maximum, then produce a written cost estimate for financial counseling before the visit."
  inputs: ["270/271 eligibility response", "procedure CPT codes", "contracted fee schedule", "patient benefits summary"]
  outputs: ["itemized patient cost estimate letter", "payment plan options summary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["eligibility verification system", "practice management system", "patient portal"]
  frequency: ad-hoc
  trigger: "Generate a cost estimate for this patient's knee arthroplasty before their pre-surgical counseling appointment"

- id: populate-medicare-cost-report-worksheet-a-trial-balance
  title: "Populate Medicare cost report Worksheet A trial balance"
  domain: "Finance & Accounting"
  roles: ["Healthcare cost report accountant", "Reimbursement analyst"]
  description: "Pull general ledger cost center balances, apply standard reclassification and adjustment entries per CMS cost report instructions, and populate Worksheet A (balance sheet and trial balance) of the Medicare cost report with supporting schedules."
  inputs: ["general ledger export by cost center", "prior-year Medicare cost report", "reclassification adjustment log"]
  outputs: ["populated Worksheet A trial balance", "reclassification summary schedule", "supporting workpapers"]
  automation: medium
  human_in_loop: sign-off
  tools: ["cost report preparation software", "general ledger system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Populate Worksheet A for this fiscal year's Medicare cost report using the final GL export"

- id: compile-caqh-proview-re-attestation-reminders-and-document-g
  title: "Compile CAQH ProView re-attestation reminders and document gap list"
  domain: "Operations & Project Mgmt"
  roles: ["Credentialing specialist", "Provider enrollment coordinator"]
  description: "Identify providers whose CAQH profiles are within 30 days of the 120-day re-attestation deadline, compile a per-provider list of missing or expiring documents (DEA certificate, malpractice insurance, medical license), and send individualized reminder notices with the gap list."
  inputs: ["CAQH attestation status export", "provider roster", "document expiry tracking log"]
  outputs: ["re-attestation reminder emails per provider", "document gap checklist per provider", "credentialing tracker update"]
  automation: high
  human_in_loop: review-before-send
  tools: ["credentialing management system", "CAQH portal", "email system"]
  frequency: weekly
  trigger: "Which providers need CAQH re-attestation in the next 30 days and what documents are missing from their profiles?"

- id: flag-unbilled-claims-approaching-timely-filing-deadline
  title: "Flag unbilled claims approaching timely-filing deadline"
  domain: "Finance & Accounting"
  roles: ["Medical billing specialist", "Revenue cycle analyst"]
  description: "Scan unbilled, rejected, and on-hold claims against each payer's contractual timely-filing window, rank accounts by days remaining to deadline, and produce a prioritized work list with escalation flags for any account fewer than 5 business days from cutoff."
  inputs: ["open claims register with service dates and payer IDs", "payer timely-filing policy table", "billing hold and rejection log"]
  outputs: ["timely-filing risk report ranked by urgency", "escalation list for supervisor review", "projected write-off exposure summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["practice management system", "spreadsheet"]
  frequency: daily
  trigger: "Show me all claims that will miss timely filing within 7 days if not submitted today"

- id: generate-qrda-category-iii-file-for-ecqm-submission
  title: "Generate QRDA Category III file for eCQM submission"
  domain: "Data & Reporting (BI)"
  roles: ["Quality reporting analyst", "Health information management specialist", "Clinical informatics analyst"]
  description: "Extract patient-level numerator and denominator data for selected electronic clinical quality measures from the EHR, validate population counts against eCQM value sets, and produce an HL7 QRDA Cat III XML submission file for CMS or state Medicaid program reporting."
  inputs: ["EHR clinical data extract", "eCQM value set definitions", "QRDA Category III submission template", "measure reporting period parameters"]
  outputs: ["QRDA Category III XML submission file", "measure performance rate summary", "validation error log"]
  automation: medium
  human_in_loop: sign-off
  tools: ["EHR", "quality reporting platform", "HL7 QRDA validation tool"]
  frequency: quarterly
  trigger: "Generate the QRDA Cat III file for our eligible professional quality measures for Q3 submission to CMS"

- id: validate-ms-drg-assignment-by-reviewing-cc-mcc-capture-again
  title: "Validate MS-DRG assignment by reviewing CC/MCC capture against coded diagnoses"
  domain: "Finance & Accounting"
  roles: ["Inpatient Coder", "Coding Quality Auditor", "Clinical Documentation Improvement (CDI) Specialist"]
  description: "Review the principal diagnosis, secondary diagnoses, and procedures coded on an inpatient encounter to confirm that all documented complications and comorbidities (CCs) and major complications and comorbidities (MCCs) are captured, correctly sequenced, and producing the highest clinically accurate MS-DRG and expected reimbursement."
  inputs: ["Coded claim abstract", "Clinical documentation", "DRG grouper output", "CC/MCC edit tables"]
  outputs: ["DRG validation worksheet", "Coding correction memo", "Estimated reimbursement impact summary"]
  automation: medium
  human_in_loop: approve
  tools: ["encoder", "EHR", "grouper software", "coding audit platform"]
  frequency: daily
  trigger: "Review this coded inpatient encounter and confirm we have captured all the CCs and MCCs the documentation supports before the claim drops."

- id: compile-hcc-recapture-opportunity-list-from-retrospective-en
  title: "Compile HCC recapture opportunity list from retrospective encounter review"
  domain: "Data & Reporting (BI)"
  roles: ["Risk Adjustment Coder", "Risk Adjustment Analyst", "HCC Auditor"]
  description: "Cross-reference closed patient encounters against the payer's current-year HCC model to surface diagnoses that appear clinically supported in the medical record but were never coded or submitted, producing a prioritized recapture list ranked by RAF score impact for addendum coding or chart-chase outreach."
  inputs: ["Closed encounter records", "Current HCC code mapping table", "RAF score report", "Payer risk adjustment submission file"]
  outputs: ["HCC gap and recapture candidate report", "Addendum coding work queue", "Estimated RAF uplift summary"]
  automation: medium
  human_in_loop: approve
  tools: ["risk adjustment analytics platform", "EHR", "encoder", "BI tool"]
  frequency: monthly
  trigger: "Pull all encounters from last quarter where documented comorbidities suggest missed HCC codes and rank them by potential RAF impact."

- id: reconcile-chargemaster-line-items-to-contracted-payer-fee-sc
  title: "Reconcile chargemaster line items to contracted payer fee schedules for underpayment exposure"
  domain: "Finance & Accounting"
  roles: ["Managed Care Analyst", "Chargemaster Coordinator", "Reimbursement Analyst"]
  description: "Compare the current charge description master (CDM) rate for each procedure or revenue code against each payer's contracted fee schedule to identify pricing mismatches, missing HCPCS crosswalks, and potential systematic underpayments, producing a variance report and contract update request list."
  inputs: ["Chargemaster extract", "Payer contract fee schedule grids", "Remittance payment data", "HCPCS-to-revenue-code crosswalk"]
  outputs: ["Fee schedule variance report", "Underpayment exposure summary by payer", "Contract correction or renegotiation request list"]
  automation: high
  human_in_loop: spot-check
  tools: ["contract management system", "chargemaster software", "spreadsheet", "BI tool"]
  frequency: quarterly
  trigger: "Compare our chargemaster to the new Blue plan fee schedule effective next quarter and flag every line where we have underpayment exposure or missing code mappings."

- id: prepare-peer-to-peer-review-brief-for-utilization-management
  title: "Prepare peer-to-peer review brief for utilization management clinical denial"
  domain: "Operations & Project Mgmt"
  roles: ["Utilization Review Coordinator", "Case Manager", "Denial Management Specialist"]
  description: "Compile a structured talking-points brief for the attending or requesting physician ahead of a peer-to-peer call with the payer's medical director, summarizing the clinical rationale, applicable InterQual or MCG criteria met, relevant lab and imaging findings, and the specific denial basis to contest."
  inputs: ["Payer denial letter", "Clinical notes and lab results", "InterQual or MCG criteria printout", "Admission or procedure timeline"]
  outputs: ["Peer-to-peer preparation brief", "Key clinical data summary sheet", "Peer-to-peer scheduling request"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["utilization management platform", "EHR", "document editor", "criteria library"]
  frequency: daily
  trigger: "The payer denied the inpatient stay for not meeting criteria — draft a peer-to-peer brief for Dr. Patel so she can call the medical director tomorrow."

- id: monitor-expiring-prior-authorizations-and-generate-renewal-w
  title: "Monitor expiring prior authorizations and generate renewal work queue"
  domain: "Operations & Project Mgmt"
  roles: ["Prior Authorization Coordinator", "Utilization Review Coordinator"]
  description: "Scan the active authorization tracking log for approvals approaching expiration within a configurable look-ahead window, rank open cases by urgency and remaining authorized units, and pre-populate renewal request forms with current clinical status data to prevent care interruption."
  inputs: ["Active authorization log", "Payer authorization expiration records", "Patient census and treatment schedule", "Clinical update notes"]
  outputs: ["Expiring authorization work queue", "Pre-populated renewal request packets", "Authorization status dashboard update"]
  automation: high
  human_in_loop: spot-check
  tools: ["prior authorization platform", "EHR", "practice management system", "scheduling system"]
  frequency: daily
  trigger: "Show me every active auth expiring in the next 10 days that hasn't been renewed yet and pre-fill the renewal requests for the highest-priority cases."

- id: submit-medicare-advantage-notice-of-admission-within-cms-man
  title: "Submit Medicare Advantage notice of admission within CMS-mandated deadline"
  domain: "Legal & Compliance"
  roles: ["Utilization Review Coordinator", "Case Manager", "Compliance Specialist"]
  description: "Transmit the required Notice of Admission (NOA) to the beneficiary's Medicare Advantage plan via the designated payer channel within the CMS-required timeframe from the admission date, capture the payer confirmation number, and log the submission timestamp in the compliance tracking system to demonstrate timely filing."
  inputs: ["Inpatient admission registration data", "Medicare Advantage plan directory and portal credentials", "Patient insurance card", "Admission timestamp"]
  outputs: ["Submitted NOA record with confirmation number", "Compliance log entry with timestamp", "Alert if deadline at risk"]
  automation: high
  human_in_loop: spot-check
  tools: ["utilization management platform", "payer portal", "EHR", "compliance tracking system"]
  frequency: daily
  trigger: "It has been 20 hours since this MA patient was admitted — generate and file the notice of admission before the deadline and log the confirmation."

- id: generate-no-surprises-act-good-faith-estimate-for-uninsured
  title: "Generate No Surprises Act Good Faith Estimate for uninsured or self-pay patient"
  domain: "Customer Success & Support"
  roles: ["Patient Financial Counselor", "Patient Access Specialist", "Revenue Cycle Coordinator"]
  description: "Produce the CMS-required Good Faith Estimate (GFE) document for an uninsured or self-pay patient scheduling a non-emergency service, itemizing expected charges for the primary provider and any co-providers, calculating the total estimate, and delivering the notice within the regulatory timeframe (at least 3 business days before the scheduled service)."
  inputs: ["Scheduled service details and CPT/HCPCS codes", "Chargemaster self-pay rates", "Co-provider participation list", "Patient contact and scheduling data", "CMS GFE template requirements"]
  outputs: ["Good Faith Estimate notice", "GFE delivery confirmation record", "Patient financial counseling follow-up flag if estimate exceeds threshold"]
  automation: high
  human_in_loop: review-before-send
  tools: ["patient accounting system", "scheduling system", "document management system", "chargemaster software"]
  frequency: daily
  trigger: "This self-pay patient is scheduled for a knee arthroscopy next week — generate the No Surprises Act Good Faith Estimate and send it to her before the 3-business-day deadline."

- id: generate-ecn-impact-assessment-across-bom-and-manufacturing
  title: "Generate ECN impact assessment across BOM and manufacturing routings"
  domain: "Operations & Project Mgmt"
  roles: ["Manufacturing engineer", "Configuration manager", "NPI engineer"]
  description: "Analyze a proposed engineering change notice against the current multi-level bill of materials and process routings to enumerate every affected assembly, work instruction, tooling record, and purchased part that must be revised before the change is released."
  inputs: ["ECN request", "multi-level BOM", "manufacturing routings", "tooling register", "affected-part cross-reference"]
  outputs: ["ECN impact matrix", "affected-item list", "revision action register"]
  automation: medium
  human_in_loop: approve
  tools: ["PLM", "ERP", "document management system"]
  frequency: ad-hoc
  trigger: "Run an impact assessment for ECN-2024-0387 before we take it to the change control board"

- id: assemble-ppap-submission-package-from-dimensional-and-capabi
  title: "Assemble PPAP submission package from dimensional and capability data"
  domain: "Operations & Project Mgmt"
  roles: ["Quality engineer", "APQP engineer", "Supplier quality engineer"]
  description: "Compile all required PPAP elements — dimensional results, process capability studies (Cpk/Ppk), PFMEA, control plan, material and performance test results, and appearance approval — into a customer-submission package at the specified submission level, and generate the Part Submission Warrant."
  inputs: ["CMM dimensional reports", "Cpk/Ppk study outputs", "PFMEA", "control plan", "material certifications", "design records", "appearance approval form"]
  outputs: ["PPAP submission package", "Part Submission Warrant (PSW)"]
  automation: medium
  human_in_loop: sign-off
  tools: ["QMS", "statistical analysis tool", "document management system"]
  frequency: ad-hoc
  trigger: "We're ready to submit level 3 PPAP for part number 47823 — pull everything together and flag any missing elements"

- id: build-pm-job-plans-from-oem-service-interval-tables
  title: "Build PM job plans from OEM service interval tables"
  domain: "Operations & Project Mgmt"
  roles: ["Maintenance planner", "Reliability engineer", "Maintenance coordinator"]
  description: "Extract lubrication, inspection, and replacement tasks from OEM service manuals and translate them into structured CMMS job plans that specify task sequence, required materials, tooling, skill level, and estimated labor hours for each equipment class."
  inputs: ["OEM service manuals", "equipment register", "CMMS asset hierarchy", "spare parts catalog"]
  outputs: ["CMMS job plans", "task-material-labor templates", "PM job plan library"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CMMS", "document management system", "ERP"]
  frequency: ad-hoc
  trigger: "Build job plans for the three new CNC machining centers from their OEM manuals so we can load them into the CMMS"

- id: reconcile-production-traveler-to-work-order-completion-recor
  title: "Reconcile production traveler to work order completion records"
  domain: "Operations & Project Mgmt"
  roles: ["Production scheduler", "Manufacturing coordinator", "Production control analyst"]
  description: "Compare signed-off operation sequences on shop-floor travelers against ERP or MES work order confirmation entries to surface missing gate sign-offs, unauthorized operation skips, or sequence deviations requiring quality review."
  inputs: ["scanned shop-floor travelers", "ERP work order records", "routing sequence data"]
  outputs: ["traveler reconciliation exception report", "missing-confirmation list", "sequence-deviation flag log"]
  automation: high
  human_in_loop: spot-check
  tools: ["ERP", "MES", "document management system"]
  frequency: daily
  trigger: "Flag any traveler operations not confirmed in the system for yesterday's production orders on line 3"

- id: compile-oee-report-from-shift-production-and-downtime-logs
  title: "Compile OEE report from shift production and downtime logs"
  domain: "Data & Reporting (BI)"
  roles: ["Manufacturing engineer", "Process engineer", "OEE analyst", "Production supervisor"]
  description: "Aggregate availability, performance rate, and quality rate data from shift production logs and MES downtime reason codes to calculate OEE by machine and production line, and produce a Pareto of top losses ranked by impact on planned production time."
  inputs: ["shift production logs", "MES downtime reason codes", "planned cycle times", "scrap and reject tallies"]
  outputs: ["OEE dashboard by work center", "loss Pareto chart", "shift comparison summary"]
  automation: high
  human_in_loop: none
  tools: ["MES", "ERP", "BI tool", "spreadsheet"]
  frequency: daily
  trigger: "Generate yesterday's OEE breakdown by work center with a Pareto of downtime reasons for the morning stand-up"

- id: draft-waste-characterization-profile-for-a-new-chemical-wast
  title: "Draft waste characterization profile for a new chemical waste stream"
  domain: "Legal & Compliance"
  roles: ["EHS specialist", "Environmental engineer", "EHS coordinator"]
  description: "Using SDS data, process chemistry, and applicable EPA hazardous waste characteristic tests (ignitability, corrosivity, reactivity, toxicity), draft the waste characterization profile and assign EPA waste codes for a newly generated chemical waste stream before manifesting and disposal."
  inputs: ["SDS library", "process chemistry data", "EPA characteristic test results", "listed waste code reference tables"]
  outputs: ["waste characterization profile", "EPA waste code assignment", "waste acceptance criteria checklist"]
  automation: medium
  human_in_loop: sign-off
  tools: ["EHS management system", "chemical inventory system", "regulatory reference database"]
  frequency: ad-hoc
  trigger: "We're generating a new acid-rinse waste stream from the new plating bath — draft the characterization profile and assign waste codes"

- id: draft-lockout-tagout-procedure-from-equipment-energy-isolati
  title: "Draft Lockout/Tagout procedure from equipment energy isolation point data"
  domain: "Legal & Compliance"
  roles: ["EHS specialist", "Safety engineer", "Maintenance engineer"]
  description: "Translate energy source inventory, P&ID diagrams, and equipment drawings into a step-by-step LOTO procedure that identifies each isolation point by location, energy type, lock/tag type, and verification method, conforming to OSHA 29 CFR 1910.147 requirements."
  inputs: ["equipment drawings", "P&ID diagrams", "energy source inventory", "electrical single-line diagrams"]
  outputs: ["LOTO procedure", "energy isolation point diagram", "annual audit checklist"]
  automation: medium
  human_in_loop: sign-off
  tools: ["EHS management system", "document management system", "CAD viewer"]
  frequency: ad-hoc
  trigger: "Write a LOTO procedure for the hydraulic press on line 4 — I've uploaded the energy isolation map and the P&ID"

- id: generate-first-article-inspection-dimensional-report-against
  title: "Generate first-article inspection dimensional report against balloon drawing"
  domain: "Operations & Project Mgmt"
  roles: ["Quality engineer", "Dimensional metrologist", "Quality inspector"]
  description: "Map CMM output files and manual measurement sheets to a balloon-referenced drawing to produce a characteristic-by-characteristic dimensional report showing nominal, tolerance, and actual values with individual pass/fail status for a first-article part submission."
  inputs: ["CMM output file", "manual measurement sheets", "balloon drawing", "GD&T callout reference"]
  outputs: ["FAI dimensional report", "characteristic summary table", "ballooned drawing with actuals"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CMM software", "QMS", "spreadsheet", "CAD viewer"]
  frequency: ad-hoc
  trigger: "Build the dimensional section of the FAI for part 88821 Rev C using the CMM export I just attached"

- id: compile-tier-ii-chemical-inventory-report-for-epcra-annual-f
  title: "Compile Tier II chemical inventory report for EPCRA annual filing"
  domain: "Legal & Compliance"
  roles: ["EHS specialist", "EHS manager", "Environmental engineer"]
  description: "Aggregate facility chemical inventory records above EPCRA Section 312 threshold planning quantities and format the annual Tier II emergency and hazardous chemical inventory report for submission to the SERC, LEPC, and local fire department, including storage location and physical/health hazard classifications."
  inputs: ["facility chemical inventory log", "SDS library", "EPCRA threshold planning quantities reference", "storage location map"]
  outputs: ["Tier II report", "submission-ready forms", "chemical location summary by building"]
  automation: high
  human_in_loop: sign-off
  tools: ["EHS management system", "chemical inventory system", "regulatory reporting portal"]
  frequency: quarterly
  trigger: "It's time for the annual Tier II filing — pull the chemicals above threshold and draft the report for all three plant sites"

- id: draft-nonconformance-report-and-mrb-disposition-recommendati
  title: "Draft nonconformance report and MRB disposition recommendation"
  domain: "Operations & Project Mgmt"
  roles: ["Quality inspector", "Quality engineer", "MRB engineer"]
  description: "From in-process or receiving inspection failures, write an NCR that captures defect description, quantity affected, objective evidence, and dimensional or test data, then formulate a Material Review Board disposition option (use-as-is, rework, repair, scrap, or return to supplier) with supporting technical rationale."
  inputs: ["inspection records", "engineering drawing or specification", "defect photographs", "material certifications"]
  outputs: ["nonconformance report (NCR)", "MRB disposition recommendation", "objective evidence package"]
  automation: medium
  human_in_loop: approve
  tools: ["QMS", "ERP", "document management system"]
  frequency: ad-hoc
  trigger: "Write an NCR for the 40 brackets that failed flatness this morning and recommend a disposition for the MRB meeting"

- id: summarize-control-plan-revisions-required-by-a-pfmea-update
  title: "Summarize control plan revisions required by a PFMEA update"
  domain: "Operations & Project Mgmt"
  roles: ["Quality engineer", "Process engineer", "APQP engineer"]
  description: "Compare a revised PFMEA against the current control plan line-by-line to identify detection controls, reaction plans, sample sizes, and frequencies that are no longer aligned, and produce a delta summary listing each control plan row requiring update."
  inputs: ["revised PFMEA", "current control plan", "change delta from PFMEA revision"]
  outputs: ["control plan gap summary", "list of required line-item changes", "updated control plan draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["QMS", "PLM", "spreadsheet"]
  frequency: ad-hoc
  trigger: "The PFMEA for the friction welding process was revised — identify which control plan lines need to change before the next APQP gate review"

- id: verify-8d-corrective-action-effectiveness-and-prepare-closur
  title: "Verify 8D corrective-action effectiveness and prepare closure evidence package"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Supplier quality engineer", "Quality engineer", "Supplier quality manager"]
  description: "After a supplier has implemented D5 permanent corrective actions, evaluate the effectiveness of containment and root-cause elimination using post-implementation inspection data and process audit findings, then compile D6–D8 closure evidence into the 8D report for customer or internal sign-off."
  inputs: ["8D report draft (D1–D5)", "post-implementation inspection data", "process audit findings", "corrective action verification records"]
  outputs: ["completed 8D report (D1–D8)", "effectiveness verification evidence package", "lessons-learned summary"]
  automation: medium
  human_in_loop: approve
  tools: ["QMS", "document management system", "supplier portal"]
  frequency: ad-hoc
  trigger: "The supplier submitted their D5 corrective actions three months ago — pull the post-implementation data and draft the D6–D8 closure sections"

- id: draft-process-deviation-request-for-an-out-of-specification
  title: "Draft process deviation request for an out-of-specification production parameter"
  domain: "Operations & Project Mgmt"
  roles: ["Process engineer", "Quality engineer", "Production supervisor"]
  description: "When a monitored process parameter (temperature, pressure, cure time, dimensional) is running outside approved control limits, draft a formal deviation request documenting the excursion extent, affected lot range, risk assessment against final product acceptance criteria, and proposed interim containment for engineering and quality authorization."
  inputs: ["SPC chart or process log", "process specification or SOP", "product acceptance test data", "affected work order list"]
  outputs: ["process deviation request", "risk and product impact assessment", "interim containment plan"]
  automation: medium
  human_in_loop: approve
  tools: ["QMS", "MES", "document management system", "statistical analysis tool"]
  frequency: ad-hoc
  trigger: "The mold temperature on press 7 has been running 15°C above spec all morning — draft a deviation request before we can release those parts"

- id: compile-measurement-system-analysis-report-and-flag-unaccept
  title: "Compile measurement system analysis report and flag unacceptable gage variation"
  domain: "Operations & Project Mgmt"
  roles: ["Quality engineer", "Metrology technician", "Manufacturing quality analyst"]
  description: "Process raw gage repeatability and reproducibility (GR&R) study measurement data, compute %Study Variation and %Contribution, and classify the measurement system as acceptable, marginal, or unacceptable per AIAG MSA criteria."
  inputs: ["GR&R raw measurement data file", "part drawing with tolerance", "MSA study template", "appraiser trial assignments"]
  outputs: ["MSA report with %GR&R and ndc", "measurement system pass/fail classification", "recommended action (accept, conditional use, replace)"]
  automation: high
  human_in_loop: review-before-send
  tools: ["statistical analysis software", "spreadsheet", "quality management system"]
  frequency: ad-hoc
  trigger: "Our GR&R study data for the new micrometer station is loaded — can you run the MSA and tell me if the gage is acceptable?"

- id: compile-osha-300-log-into-300a-annual-summary-for-required-w
  title: "Compile OSHA 300 log into 300A annual summary for required workplace posting"
  domain: "Legal & Compliance"
  roles: ["EHS coordinator", "Safety manager", "EHS specialist", "Environmental health and safety analyst"]
  description: "Aggregate all recordable injury and illness entries from the OSHA 300 log for the prior calendar year into the OSHA 300A Annual Summary form, calculate totals and incidence rates, and prepare the form for certifying-official signature and 90-day workplace posting."
  inputs: ["OSHA 300 log entries for prior year", "establishment employee hours worked", "average employee count data"]
  outputs: ["completed OSHA 300A annual summary", "TRIR and DART rate calculations", "posting certification reminder"]
  automation: high
  human_in_loop: sign-off
  tools: ["EHS management system", "spreadsheet", "document management system"]
  frequency: quarterly
  trigger: "It's January — pull together our 2025 OSHA 300 entries into the 300A summary so the plant manager can sign it before February 1st posting deadline."

- id: build-scrap-and-rework-cost-pareto-by-work-center-and-defect
  title: "Build scrap and rework cost Pareto by work center and defect code"
  domain: "Finance & Accounting"
  roles: ["Manufacturing engineer", "Production supervisor", "Cost accountant", "Quality manager"]
  description: "Aggregate scrap and rework transaction records from the period, attach standard material and labor costs, and produce a ranked Pareto chart and summary table by work center and defect code to direct quality improvement investment."
  inputs: ["scrap and rework transaction log", "standard cost data by part and operation", "defect code master", "work center list"]
  outputs: ["scrap and rework cost summary table", "Pareto by work center", "Pareto by defect code", "period-over-period trend"]
  automation: high
  human_in_loop: spot-check
  tools: ["ERP", "spreadsheet", "BI reporting tool"]
  frequency: weekly
  trigger: "Pull last week's scrap and rework costs by work center and defect code — I need to know where to focus this quarter's improvement efforts."

- id: assess-conformance-risk-for-parts-inspected-with-an-out-of-t
  title: "Assess conformance risk for parts inspected with an out-of-tolerance gage"
  domain: "Operations & Project Mgmt"
  roles: ["Quality engineer", "Calibration coordinator", "Metrology technician", "Quality manager"]
  description: "After a gage fails calibration, identify all inspection records that used that gage ID since the previous passing calibration date, evaluate whether the out-of-tolerance condition could have passed a nonconforming part, and recommend disposition actions (release, quarantine, 100% re-inspect, or recall)."
  inputs: ["gage calibration failure record and as-found data", "prior calibration certificate", "inspection records referencing gage ID", "part tolerance specifications", "shipped and in-process lot status"]
  outputs: ["affected part and lot list", "conformance risk assessment memo", "recommended disposition by lot", "potential customer notification flag"]
  automation: medium
  human_in_loop: approve
  tools: ["calibration management system", "quality management system", "ERP", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Gage G-1042 just failed calibration — it was 0.0015\" out of tolerance. Pull everything inspected with it since March and tell me what's at risk."

- id: compute-equipment-mtbf-and-mttr-from-maintenance-history-and
  title: "Compute equipment MTBF and MTTR from maintenance history and flag chronic failure patterns"
  domain: "Operations & Project Mgmt"
  roles: ["Reliability engineer", "Maintenance planner", "Plant engineer", "Maintenance reliability analyst"]
  description: "Analyze closed corrective maintenance work orders for a target equipment population over a rolling period, calculate mean time between failures and mean time to repair per asset, identify repeat-failure modes, and recommend PM interval adjustments or deeper root-cause investigation."
  inputs: ["corrective maintenance work order history", "equipment master list", "downtime reason codes", "production calendar"]
  outputs: ["MTBF/MTTR table by asset", "chronic failure mode Pareto", "PM interval adjustment recommendations", "reliability trend charts"]
  automation: high
  human_in_loop: spot-check
  tools: ["CMMS", "spreadsheet", "ERP", "BI reporting tool"]
  frequency: monthly
  trigger: "Run an MTBF/MTTR analysis on all injection molding presses for the past 12 months and flag any machines with repeating failure modes."

- id: generate-certificate-of-conformance-from-inspection-and-test
  title: "Generate certificate of conformance from inspection and test records for a customer shipment"
  domain: "Operations & Project Mgmt"
  roles: ["Quality engineer", "Quality assurance technician", "Shipping quality coordinator", "Customer quality liaison"]
  description: "Pull final inspection results, material certifications, and dimensional/functional test data for a shipment lot, verify all acceptance criteria are met, and produce a signed certificate of conformance (CoC) in the format required by the customer purchase order or quality clause."
  inputs: ["customer purchase order and quality clauses", "final inspection report", "material test reports / mill certs", "dimensional and functional test records", "lot and serial number traceability data"]
  outputs: ["certificate of conformance document", "attached supporting test data package", "sign-off routing for authorized quality representative"]
  automation: medium
  human_in_loop: sign-off
  tools: ["quality management system", "ERP", "document management system", "customer portal"]
  frequency: daily
  trigger: "PO 88542 is ready to ship — generate the CoC with the required AS9100 quality clauses and attach the dimensional and material test data."

- id: compile-wip-aging-report-and-flag-production-orders-exceedin
  title: "Compile WIP aging report and flag production orders exceeding cycle-time targets"
  domain: "Operations & Project Mgmt"
  roles: ["Production planner", "Shop floor supervisor", "Manufacturing operations analyst", "Master scheduler"]
  description: "Extract all open production orders with their start dates and current routing operation, compute elapsed time against standard cycle time, identify orders that are stalled, overdue, or approaching customer due-date risk, and present a prioritized watchlist for expediting action."
  inputs: ["open production order list with start dates and due dates", "standard routing and cycle time data", "current work center queue status", "customer order due dates"]
  outputs: ["WIP aging summary by work center", "overdue and at-risk order watchlist", "recommended expedite priorities", "bottleneck work center flag"]
  automation: high
  human_in_loop: spot-check
  tools: ["ERP", "spreadsheet", "shop-floor execution system"]
  frequency: daily
  trigger: "Show me all open work orders that have been sitting longer than their standard cycle time — I need to know what to expedite before the weekly customer commit call."

- id: draft-glomar-response-letter-for-foia-request
  title: "Draft Glomar response letter for FOIA request"
  domain: "Legal & Compliance"
  roles: ["FOIA coordinator", "Government records analyst", "Open records coordinator"]
  description: "Identify when a FOIA request implicates records whose existence cannot be confirmed or denied under the Glomar doctrine, and draft the response citing the applicable exemption (e.g., Exemption 1 or 7(E)) along with the required administrative appeal rights notice."
  inputs: ["FOIA request", "applicable exemption guidance", "prior Glomar case precedents"]
  outputs: ["Glomar response letter", "administrative appeal rights notice"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document editor", "records management system", "legal reference database"]
  frequency: ad-hoc
  trigger: "Draft a Glomar response for this FOIA request asking about ongoing law enforcement surveillance operations"

- id: reconcile-federal-grant-drawdowns-to-sf-425-budget-line-item
  title: "Reconcile federal grant drawdowns to SF-425 budget line items"
  domain: "Finance & Accounting"
  roles: ["Grants administrator", "Federal grants manager", "Grants fiscal analyst"]
  description: "Match cumulative payment requests or Payment Management System drawdowns against approved SF-424A budget line items, flag variances exceeding approved modifications, and prepare a reconciliation memo to support the next federal financial report submission."
  inputs: ["drawdown transaction records", "approved grant budget (SF-424A)", "prior SF-425 federal financial report"]
  outputs: ["line-item reconciliation memo", "variance flagging report", "draft SF-425 expenditure section"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["grants management system", "spreadsheet", "payment management system"]
  frequency: monthly
  trigger: "Reconcile our Head Start grant drawdowns to the approved budget before I submit the quarterly SF-425"

- id: generate-notice-of-incomplete-application-for-permit-plan-re
  title: "Generate notice of incomplete application for permit plan review deficiencies"
  domain: "Operations & Project Mgmt"
  roles: ["Permit technician", "Plans examiner", "Building official"]
  description: "Review plan review comments and application completeness checklist to produce a notice of incomplete application (NOI) listing each missing document, applicable code section, and the resubmittal deadline that stops the statutory processing clock."
  inputs: ["plan review comments", "application completeness checklist", "municipal code submittal requirements"]
  outputs: ["notice of incomplete application", "itemized deficiency checklist", "resubmittal deadline notice"]
  automation: high
  human_in_loop: review-before-send
  tools: ["permit management system", "document editor"]
  frequency: daily
  trigger: "Generate an NOI letter for permit 2024-1237 using the plan review comments entered yesterday"

- id: tabulate-rfp-evaluator-scores-and-produce-award-recommendati
  title: "Tabulate RFP evaluator scores and produce award recommendation memo"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Procurement analyst", "Contracting officer", "Purchasing agent"]
  description: "Aggregate individual evaluator score sheets for a competitive RFP into a weighted scoring matrix, calculate consensus scores and total weighted values per vendor, and draft the evaluation summary memorandum with award recommendation for the department head."
  inputs: ["evaluator score sheets", "RFP evaluation criteria and weights", "vendor technical proposals"]
  outputs: ["weighted evaluation matrix tabulation", "consensus score summary", "award recommendation memo"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "procurement system", "document editor"]
  frequency: ad-hoc
  trigger: "Tabulate the three evaluator score sheets for the IT managed services RFP and produce an award recommendation memo"

- id: compile-consent-calendar-section-for-city-council-agenda-pac
  title: "Compile consent calendar section for city council agenda packet"
  domain: "Executive / Admin Support"
  roles: ["City clerk", "Deputy city clerk", "Council agenda coordinator"]
  description: "Collect routine department-submitted action items, verify each has an attached staff report and required supporting documents, sequence them in consent calendar format, and flag any items missing attachments or warranting pull to regular business."
  inputs: ["department action item submissions", "staff reports", "supporting attachments", "prior agenda template"]
  outputs: ["consent calendar section draft", "agenda packet portion", "items-to-pull flag list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["agenda management system", "document editor", "email"]
  frequency: weekly
  trigger: "Compile this week's consent calendar items into the agenda packet format and flag any that are missing staff reports"

- id: draft-budget-transfer-resolution-for-mid-year-appropriations
  title: "Draft budget transfer resolution for mid-year appropriations reallocation"
  domain: "Finance & Accounting"
  roles: ["Budget analyst", "Finance officer", "Management analyst"]
  description: "Draft a formal budget transfer resolution and accompanying council memo to move appropriations between departments or object codes, verify compliance with fund balance minimums and council authorization thresholds, and attach an amended appropriation schedule."
  inputs: ["transfer request form", "current appropriation balances", "fund balance report", "authorization threshold policy"]
  outputs: ["budget transfer resolution", "council authorization memo", "amended appropriation schedule"]
  automation: medium
  human_in_loop: sign-off
  tools: ["financial management system", "document editor", "spreadsheet"]
  frequency: monthly
  trigger: "Draft a budget transfer resolution to move $150,000 from Parks operating to Parks capital improvement"

- id: triage-and-route-constituent-casework-requests-to-responsibl
  title: "Triage and route constituent casework requests to responsible departments"
  domain: "Customer Success & Support"
  roles: ["Constituent services representative", "Casework specialist", "Ombudsman"]
  description: "Classify inbound constituent service requests by issue category, extract key facts and prior case history, match to the responsible department or program, and generate a routing summary with case number and response SLA commitment for the acknowledgment letter."
  inputs: ["constituent request (email, web form, phone log)", "department routing matrix", "prior case records"]
  outputs: ["routed case record", "routing summary memo", "constituent acknowledgment letter"]
  automation: high
  human_in_loop: spot-check
  tools: ["constituent relationship management system", "case management system", "email"]
  frequency: daily
  trigger: "Classify and route the 43 new constituent requests that came in this morning and send acknowledgment letters"

- id: draft-statutory-public-hearing-notice-for-zoning-variance-ap
  title: "Draft statutory public hearing notice for zoning variance application"
  domain: "Legal & Compliance"
  roles: ["City planner", "Planning technician", "City clerk"]
  description: "Draft a legally required public hearing notice for a zoning variance or conditional use permit application, incorporating the property legal description, application summary, hearing date, comment period, and statutory appeal rights, formatted for newspaper publication and adjacent property owner mailing."
  inputs: ["zoning application", "property legal description", "municipal code notice requirements", "confirmed hearing date"]
  outputs: ["legal notice for publication", "mailing notice", "public posting notice"]
  automation: high
  human_in_loop: review-before-send
  tools: ["planning software", "document editor", "GIS"]
  frequency: weekly
  trigger: "Draft the public hearing notice for variance application V-2025-014 set for the August 12 planning commission meeting"

- id: prepare-subrecipient-monitoring-report-from-site-visit-notes
  title: "Prepare subrecipient monitoring report from site visit notes"
  domain: "Finance & Accounting"
  roles: ["Grants compliance officer", "Program monitor", "Federal programs coordinator"]
  description: "Convert field site visit notes and document review findings for a federal grant subrecipient into a formal monitoring report citing applicable 2 CFR Part 200 requirements, categorize each finding by risk level, and draft corrective action plan requirements with response deadlines."
  inputs: ["site visit notes", "subrecipient financial records", "award agreement", "2 CFR Part 200 uniform guidance"]
  outputs: ["subrecipient monitoring report", "risk-rated findings summary", "corrective action plan template"]
  automation: medium
  human_in_loop: sign-off
  tools: ["grants management system", "document editor"]
  frequency: quarterly
  trigger: "Turn my site visit notes for the CDBG subrecipient into a formal monitoring report with corrective action requirements"

- id: generate-conditions-of-approval-for-conditional-use-permit-f
  title: "Generate conditions of approval for conditional use permit from standard library"
  domain: "Legal & Compliance"
  roles: ["Planner", "Senior planner", "Zoning administrator"]
  description: "Select applicable standard conditions of approval (COAs) from the department's conditions library and draft custom mitigation conditions based on CEQA/NEPA findings and neighbor concerns, formatted as a numbered resolution attachment for planning commission adoption."
  inputs: ["project description and site plan", "standard conditions library", "CEQA or NEPA mitigation measures", "staff report notes"]
  outputs: ["numbered conditions of approval", "resolution attachment", "conditions compliance checklist"]
  automation: medium
  human_in_loop: approve
  tools: ["planning software", "document editor", "conditions library database"]
  frequency: ad-hoc
  trigger: "Draft the conditions of approval for the Oakdale Drive mixed-use project based on the mitigations in the IS/MND"

- id: build-foia-response-tracking-log-with-statutory-deadline-clo
  title: "Build FOIA response tracking log with statutory deadline clock"
  domain: "Operations & Project Mgmt"
  roles: ["FOIA officer", "Records manager", "Open records coordinator"]
  description: "Log newly received FOIA or public records requests, calculate the 20-business-day statutory response deadline excluding weekends and federal holidays, assign each to a reviewer, and generate alerts for requests approaching deadline or requiring tolling/extension letters."
  inputs: ["FOIA request intake queue", "federal and agency holiday calendar", "reviewer assignment roster"]
  outputs: ["updated FOIA tracking log", "deadline alert list", "extension letter drafts"]
  automation: high
  human_in_loop: spot-check
  tools: ["records management system", "spreadsheet", "email"]
  frequency: daily
  trigger: "Update the FOIA log with today's new requests and flag anything due within five business days"

- id: prepare-bid-tabulation-sheet-for-public-works-invitation-for
  title: "Prepare bid tabulation sheet for public works invitation for bids"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Purchasing agent", "Public works procurement officer", "Procurement specialist"]
  description: "Enter unit prices and totals from sealed bids for a public works IFB into a tabulation sheet, calculate total bid amounts, rank bidders, verify the apparent low bidder's contractor license status and bid bond validity, and flag mathematical errors or missing required forms."
  inputs: ["sealed bid submissions", "bid schedule", "bid bond and license requirements", "addenda acknowledgment checklist"]
  outputs: ["bid tabulation sheet", "apparent low bidder designation", "responsiveness and responsibility checklist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "procurement system", "contractor license database"]
  frequency: ad-hoc
  trigger: "Tabulate the six bids received for the storm drain repair IFB and identify the apparent low bidder"

- id: draft-mid-year-supplemental-appropriation-staff-report-and-r
  title: "Draft mid-year supplemental appropriation staff report and resolution"
  domain: "Finance & Accounting"
  roles: ["Budget analyst", "Finance director", "Management analyst"]
  description: "Draft the staff report narrative and resolution language for a mid-year supplemental appropriation, documenting the funding source (unassigned fund balance, new revenue, or grant award), urgency justification, and projected impact on year-end reserve levels against reserve policy minimums."
  inputs: ["supplemental appropriation request", "fund balance and reserve report", "revenue actuals", "reserve policy"]
  outputs: ["supplemental appropriation staff report", "resolution language", "fiscal impact statement"]
  automation: medium
  human_in_loop: sign-off
  tools: ["financial management system", "document editor", "spreadsheet"]
  frequency: quarterly
  trigger: "Draft the staff report and resolution for the $275,000 supplemental appropriation for the emergency shelter program"

- id: draft-foia-fee-estimate-and-fee-waiver-determination-letter
  title: "Draft FOIA fee estimate and fee waiver determination letter"
  domain: "Legal & Compliance"
  roles: ["FOIA officer", "Records management specialist", "Municipal clerk"]
  description: "Calculate estimated search, duplication, and review fees for a pending FOIA request based on responsive record volume and requester category, then draft a fee estimate letter or formal waiver/reduction determination citing applicable statutory criteria and public interest factors."
  inputs: ["FOIA request", "agency fee schedule", "requester category determination", "estimated responsive record volume"]
  outputs: ["fee estimate letter", "fee waiver determination letter"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["FOIA tracking system", "fee calculator", "word processor"]
  frequency: ad-hoc
  trigger: "This FOIA request will require a large records search — draft the fee estimate letter and evaluate whether their waiver request qualifies under the public interest standard"

- id: draft-sole-source-justification-memorandum-for-non-competiti
  title: "Draft sole source justification memorandum for non-competitive contract award"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Procurement analyst", "Contracting officer", "Purchasing agent"]
  description: "Compile the statutory or regulatory basis (unique capability, emergency, sole manufacturer, follow-on work) into a formal written justification memorandum that satisfies public procurement law requirements for awarding a contract without competitive bidding."
  inputs: ["vendor capability statement", "procurement policy and exemption criteria", "prior contract history", "cost reasonableness analysis"]
  outputs: ["sole source justification memorandum", "approving authority routing cover sheet"]
  automation: medium
  human_in_loop: sign-off
  tools: ["contract management system", "word processor", "procurement portal"]
  frequency: ad-hoc
  trigger: "Draft a sole source justification for this vendor — they hold the only FAA-certified maintenance authorization for this equipment type"

- id: compile-federal-grant-closeout-package-with-final-financial
  title: "Compile federal grant closeout package with final financial and performance reports"
  domain: "Finance & Accounting"
  roles: ["Grants administrator", "Grants compliance officer", "Program manager"]
  description: "Assemble the final SF-425 federal financial report, final performance narrative, inventory of equipment purchased, and all supporting documentation required to formally close out a federal award within the agency's closeout submission deadline."
  inputs: ["final expenditure ledger", "performance metrics and deliverable log", "grant agreement and amendments", "prior progress reports", "equipment inventory"]
  outputs: ["final federal financial report (SF-425)", "final performance narrative", "closeout documentation package"]
  automation: medium
  human_in_loop: sign-off
  tools: ["grants management system", "financial management system", "spreadsheet", "document management system"]
  frequency: ad-hoc
  trigger: "The grant period of performance ends next month — help me put together the complete closeout package for submission to HUD"

- id: screen-prospective-contractors-against-federal-debarment-and
  title: "Screen prospective contractors against federal debarment and exclusion databases"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Procurement analyst", "Contracting officer", "Grants compliance officer"]
  description: "Query SAM.gov and applicable state exclusion lists for each prospective vendor, subcontractor, and key personnel prior to contract award or grant subaward, then document results and generate a signed exclusion certification memo for the procurement file."
  inputs: ["vendor list with legal names and identifiers", "contract or award details", "federal and state exclusion database access"]
  outputs: ["debarment check results log", "exclusion certification memo"]
  automation: high
  human_in_loop: spot-check
  tools: ["federal procurement database", "state exclusion registry", "compliance tracking system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Check all five vendors on the shortlist against SAM.gov and the state exclusion list before we finalize the award recommendation"

- id: draft-reverse-foia-submitter-notification-letter-before-rele
  title: "Draft reverse-FOIA submitter notification letter before release of confidential commercial information"
  domain: "Legal & Compliance"
  roles: ["FOIA officer", "Agency counsel", "Records management specialist"]
  description: "Identify original submitters of confidential commercial or financial information (Exemption 4) that are responsive to a FOIA request, draft individualized submitter notification letters citing the reverse-FOIA process, and open a statutory objection period before any release decision is made."
  inputs: ["responsive records with confidential commercial content", "submitter contact information", "FOIA request", "agency reverse-FOIA procedures and regulations"]
  outputs: ["submitter notification letter", "objection period deadline entry in FOIA tracking log"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["FOIA tracking system", "contract repository", "word processor"]
  frequency: ad-hoc
  trigger: "These responsive documents contain proprietary unit pricing from the vendor — draft the reverse-FOIA submitter notice before we make a release determination"

- id: prepare-capital-improvement-program-project-status-narrative
  title: "Prepare capital improvement program project status narratives for mid-year budget update"
  domain: "Finance & Accounting"
  roles: ["Budget analyst", "Capital projects coordinator", "Finance officer"]
  description: "Compile project-by-project narrative updates for the annual or mid-year CIP document, incorporating expenditure-to-appropriation variance, completed milestones, revised cost estimates, and projected completion dates for each active capital project."
  inputs: ["CIP project list", "year-to-date expenditure report", "project manager status notes", "prior CIP document", "approved appropriation amounts"]
  outputs: ["CIP project status narrative report", "cost and schedule variance summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["financial management system", "project tracking system", "spreadsheet", "word processor"]
  frequency: quarterly
  trigger: "Pull together the CIP project narratives for the mid-year budget update — I have the PM notes and the latest expenditure report from finance"

- id: draft-notice-of-grant-award-letter-to-successful-subgrant-ap
  title: "Draft notice of grant award letter to successful subgrant applicants"
  domain: "Finance & Accounting"
  roles: ["Grants administrator", "Program officer", "Grants compliance officer"]
  description: "Generate individualized notice of award (NOA) letters to successful subgrant applicants, specifying award amount, period of performance, applicable federal and state terms and conditions, reporting schedule, and next steps for executing the subrecipient agreement."
  inputs: ["award selection list with funding amounts", "grant agreement terms and conditions", "reporting schedule", "subrecipient application summaries"]
  outputs: ["notice of award letters", "award terms and conditions attachment"]
  automation: high
  human_in_loop: review-before-send
  tools: ["grants management system", "document generation tool", "word processor"]
  frequency: ad-hoc
  trigger: "We finalized the subgrant selections — draft the NOA letters for all 12 awardees with the standard terms and their individual award amounts"

- id: compile-isf-10-2-data-set-for-cbp-pre-arrival-filing
  title: "Compile ISF 10+2 data set for CBP pre-arrival filing"
  domain: "Legal & Compliance"
  roles: ["Import operations specialist", "Trade compliance analyst", "Customs broker"]
  description: "Extract the ten required importer data elements (seller, buyer, importer of record, consignee, manufacturer, ship-to party, country of origin, HTS code, container stuffing location, consolidator) from pre-shipment documents and assemble the CBP-required ISF filing record at least 24 hours before vessel departure."
  inputs: ["commercial invoice", "packing list", "booking confirmation", "shipper and manufacturer addresses"]
  outputs: ["ISF 10+2 data set", "CBP ISF filing record"]
  automation: high
  human_in_loop: review-before-send
  tools: ["customs filing platform", "TMS", "document repository"]
  frequency: ad-hoc
  trigger: "Vessel leaves Ningbo in 36 hours — pull the ISF 10+2 data from the invoice and booking confirmation and get it ready to file"

- id: draft-cargo-damage-claim-package-from-delivery-exception-doc
  title: "Draft cargo damage claim package from delivery exception documentation"
  domain: "Operations & Project Mgmt"
  roles: ["Freight claims analyst", "Logistics coordinator", "Transportation manager"]
  description: "Assemble a formal Carmack Amendment cargo claim using the delivery receipt with noted exception, damage inspection report, BOL, commercial invoice value, and repair or replacement cost estimate; calculate the claimed amount and draft the carrier notification letter within the nine-month filing deadline."
  inputs: ["delivery receipt with noted exception", "damage inspection report", "bill of lading", "commercial invoice", "repair or replacement cost estimate"]
  outputs: ["cargo claim letter", "claim supporting documentation package", "claims register entry"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["claims management system", "document repository", "email"]
  frequency: ad-hoc
  trigger: "We have a delivery receipt with visible damage notation and an inspection report — build the Carmack claim package against the carrier"

- id: reconcile-3pl-inbound-wms-receipt-against-purchase-order-and
  title: "Reconcile 3PL inbound WMS receipt against purchase order and advance ship notice"
  domain: "Operations & Project Mgmt"
  roles: ["3PL coordinator", "Inventory control analyst", "Supply chain analyst"]
  description: "Match 3PL WMS receiving report quantities by SKU and lot against PO line items and the supplier's advance ship notice; surface overages, shortages, and item substitutions; draft a discrepancy report to initiate vendor shortage claims or PO adjustments."
  inputs: ["WMS inbound receiving report", "purchase order", "advance ship notice (ASN)"]
  outputs: ["receipt discrepancy report", "shortage claim", "PO adjustment request"]
  automation: high
  human_in_loop: spot-check
  tools: ["WMS", "ERP", "spreadsheet"]
  frequency: daily
  trigger: "3PL sent last night's receiving report — reconcile it against the open POs and ASNs and flag any shorts or overs"

- id: generate-usmca-certificate-of-origin-using-tariff-shift-rule
  title: "Generate USMCA certificate of origin using tariff shift rule and RVC analysis"
  domain: "Legal & Compliance"
  roles: ["Trade compliance specialist", "Customs compliance analyst", "Export coordinator"]
  description: "Apply the applicable product-specific rule of origin (tariff classification change or regional value content test) to the product BOM and supplier declarations to certify USMCA eligibility; produce the signed certificate and retain supporting RVC calculation worksheet for customs audit purposes."
  inputs: ["product BOM", "supplier country-of-origin declarations", "applicable USMCA product-specific rule", "HTS code"]
  outputs: ["USMCA certificate of origin", "RVC calculation worksheet"]
  automation: medium
  human_in_loop: sign-off
  tools: ["trade compliance platform", "spreadsheet", "document repository"]
  frequency: quarterly
  trigger: "Our Canadian customer needs a USMCA certificate for HS 8471.30 — pull the BOM, run the tariff shift analysis, and produce the CoO"

- id: compile-carrier-on-time-in-full-otif-performance-scorecard-f
  title: "Compile carrier on-time in-full (OTIF) performance scorecard from TMS records"
  domain: "Data & Reporting (BI)"
  roles: ["Transportation analyst", "Carrier relations manager", "Supply chain analyst"]
  description: "Aggregate TMS delivery records by carrier, lane, and service level for the reporting period; calculate on-time rate, in-full rate, and composite OTIF score; rank carriers against contracted SLA thresholds and flag underperformers ahead of the quarterly business review."
  inputs: ["TMS delivery records", "contracted SLA thresholds", "shipment manifest"]
  outputs: ["OTIF scorecard by carrier and lane", "underperformance flag list"]
  automation: high
  human_in_loop: spot-check
  tools: ["TMS", "BI dashboard", "spreadsheet"]
  frequency: weekly
  trigger: "Pull last week's OTIF by carrier and flag anyone below 95% — I need it before the QBR on Friday"

- id: draft-shipper-s-letter-of-instruction-sli-for-ocean-freight
  title: "Draft shipper's letter of instruction (SLI) for ocean freight forwarder"
  domain: "Operations & Project Mgmt"
  roles: ["Export coordinator", "Freight coordinator", "Logistics specialist"]
  description: "Translate confirmed booking details, commercial invoice, Incoterms, and consignee and notify party information into a complete shipper's letter of instruction for the freight forwarder, covering routing, port of loading, special handling, insurance instructions, and export documentation requirements."
  inputs: ["booking confirmation", "commercial invoice", "packing list", "Incoterms", "consignee and notify party details"]
  outputs: ["shipper's letter of instruction (SLI)", "export documentation checklist"]
  automation: high
  human_in_loop: review-before-send
  tools: ["freight forwarder portal", "document template", "email"]
  frequency: ad-hoc
  trigger: "We have a confirmed booking out of Long Beach — draft the SLI for our forwarder using the attached invoice and packing list"

- id: screen-export-transaction-parties-against-ofac-sdn-and-bis-e
  title: "Screen export transaction parties against OFAC SDN and BIS Entity List"
  domain: "Legal & Compliance"
  roles: ["Export compliance analyst", "Trade compliance specialist", "Logistics compliance coordinator"]
  description: "Run the shipper, consignee, end-user, freight forwarder, and intermediate parties against current OFAC SDN, BIS Entity List, OFAC Sectoral Sanctions, and Denied Persons List; document screening results; escalate any potential match for compliance review; and issue a screening certificate for the transaction file."
  inputs: ["consignee name and address", "end-user details", "intermediate party list", "shipment record"]
  outputs: ["denied party screening certificate", "potential match review memo", "transaction clearance record"]
  automation: high
  human_in_loop: approve
  tools: ["trade compliance screening platform", "export management system"]
  frequency: ad-hoc
  trigger: "New customer in UAE wants to buy our industrial compressors — screen all parties before we release the order"

- id: reconcile-bonded-warehouse-inventory-against-cbp-form-7501-e
  title: "Reconcile bonded warehouse inventory against CBP Form 7501 entry summaries"
  domain: "Finance & Accounting"
  roles: ["Customs compliance analyst", "Bonded warehouse administrator", "Import specialist"]
  description: "Compare on-hand quantities in a CBP-licensed bonded warehouse against open entry summaries (CBP Form 7501) to verify duty-deferred status; identify entries approaching the five-year statutory bond period limit; flag quantity discrepancies before a CBP periodic audit."
  inputs: ["bonded warehouse inventory report", "CBP Form 7501 entry summaries", "bond period inception dates"]
  outputs: ["bond reconciliation worksheet", "aged entry alert list", "discrepancy memo"]
  automation: medium
  human_in_loop: approve
  tools: ["customs entry system", "bonded warehouse management system", "spreadsheet"]
  frequency: monthly
  trigger: "Pull all open bonded entries older than four years and reconcile them against what's physically in the warehouse"

- id: flag-excess-and-slow-moving-inventory-with-disposition-recom
  title: "Flag excess and slow-moving inventory with disposition recommendations"
  domain: "Operations & Project Mgmt"
  roles: ["Inventory analyst", "Demand planner", "Supply chain analyst"]
  description: "Calculate days-on-hand and inventory turnover by SKU and distribution center against forward demand signals; segment items into excess and slow-moving buckets relative to policy forward-cover thresholds; generate a disposition recommendation for each flagged line (return-to-vendor, inter-DC transfer, markdown, or liquidation)."
  inputs: ["on-hand inventory snapshot", "sales velocity data", "demand forecast", "forward-cover policy thresholds"]
  outputs: ["excess and slow-mover inventory report", "disposition recommendation table"]
  automation: high
  human_in_loop: spot-check
  tools: ["ERP", "WMS", "demand planning system", "spreadsheet"]
  frequency: monthly
  trigger: "Run the excess inventory report for Q2 — anything over 180 days forward supply needs a disposition recommendation"

- id: prepare-duty-drawback-claim-by-matching-import-entries-to-ex
  title: "Prepare duty drawback claim by matching import entries to export records"
  domain: "Finance & Accounting"
  roles: ["Drawback analyst", "Customs compliance analyst", "Trade compliance specialist"]
  description: "Match CBP entry summaries for dutiable imported goods to proof-of-export records (EEI filings or export BOLs) to substantiate manufacturing or unused-merchandise drawback eligibility; calculate the 99% recoverable duty amount; assemble supporting documentation and prepare CBP Form 7551 for submission."
  inputs: ["CBP entry summaries", "EEI export filings", "production or first-receipt records", "protest deadline calendar"]
  outputs: ["drawback claim workbook", "CBP Form 7551", "supporting documentation package"]
  automation: medium
  human_in_loop: sign-off
  tools: ["customs entry system", "drawback management platform", "spreadsheet"]
  frequency: quarterly
  trigger: "We had $200K in import duties last quarter on materials that went into our exports — pull the entry-to-export match and build the drawback claim"

- id: triage-active-shipment-delay-exceptions-with-rerouting-cost
  title: "Triage active shipment delay exceptions with rerouting cost and ETA options"
  domain: "Operations & Project Mgmt"
  roles: ["Logistics operations specialist", "Transportation analyst", "Freight coordinator"]
  description: "Review open delay exceptions in the TMS triggered by port congestion, severe weather, or carrier equipment shortage; assess downstream impact against customer order due dates; generate rerouting alternatives (alternate gateway, intermodal mode shift, expedited carrier) with cost delta and revised ETA for each affected shipment."
  inputs: ["TMS exception alert queue", "active shipment data", "customer order due dates", "alternate routing options and spot rates"]
  outputs: ["exception triage report", "rerouting option matrix with cost and ETA", "customer impact list"]
  automation: medium
  human_in_loop: approve
  tools: ["TMS", "carrier tracking portal", "spreadsheet", "email"]
  frequency: daily
  trigger: "I have 15 open exceptions from the Gulf port closure — triage them and give me rerouting options for anything hitting a customer delivery due this week"

- id: calculate-multi-vendor-landed-cost-for-new-sourcing-country
  title: "Calculate multi-vendor landed cost for new sourcing country comparison"
  domain: "Finance & Accounting"
  roles: ["Global sourcing analyst", "Supply chain analyst", "Trade compliance analyst"]
  description: "Compute total landed cost (ex-works price, origin inland freight, export handling, ocean or air freight, origin and destination THC, customs duty, MPF and HMF, destination inland delivery) for each candidate vendor or country of origin and produce a side-by-side comparison to support sourcing selection."
  inputs: ["vendor quotations (ex-works or FOB)", "freight rate benchmarks", "applicable duty rates by HTS and origin", "accessorial and THC schedules"]
  outputs: ["landed cost comparison worksheet", "preferred-vendor recommendation summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "TMS", "trade compliance database"]
  frequency: ad-hoc
  trigger: "We're evaluating moving production from China to Vietnam and Mexico — build a landed cost comparison for each option using the vendor quotes I just received"

- id: draft-supplier-routing-guide-and-fob-shipment-compliance-ins
  title: "Draft supplier routing guide and FOB shipment compliance instructions"
  domain: "Operations & Project Mgmt"
  roles: ["Supplier compliance coordinator", "Inbound logistics manager", "Vendor compliance analyst"]
  description: "Produce a formal routing guide for a new or non-compliant supplier specifying approved carriers, booking procedures, carton labeling and packing requirements, ASN transmission deadlines, and chargeback consequences for FOB origin shipments; format as a signed-acknowledgment ready document."
  inputs: ["approved carrier contract list", "DC receiving requirements", "labeling and packing standards", "chargeback policy", "routing guide template"]
  outputs: ["supplier routing guide", "compliance acknowledgment form"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document template", "ERP", "email"]
  frequency: ad-hoc
  trigger: "We just onboarded a new apparel supplier in Indonesia shipping FOB — draft their routing guide with our carrier list and chargeback terms"

- id: audit-carrier-freight-invoices-against-contracted-rate-table
  title: "Audit carrier freight invoices against contracted rate tables and draft overcharge recovery memo"
  domain: "Finance & Accounting"
  roles: ["Freight auditor", "Transportation billing analyst", "Logistics finance controller"]
  description: "Match each line on carrier invoices to the contracted rate table, identify accessorial discrepancies (fuel surcharge miscalculation, wrong freight class, dimensional-weight override, zone errors) and compile a recovery memo with dispute amounts by carrier and invoice."
  inputs: ["Carrier invoices", "Contracted rate tariff", "Bill of lading records", "Accessorial schedule"]
  outputs: ["Freight audit exception report", "Carrier dispute / debit memo", "Recovery summary by carrier"]
  automation: high
  human_in_loop: review-before-send
  tools: ["TMS", "spreadsheet", "freight audit platform", "AP system"]
  frequency: weekly
  trigger: "audit this week's UPS and FedEx invoices against our contract rates and flag overcharges"

- id: compile-iata-imdg-dangerous-goods-declaration-from-sds-and-p
  title: "Compile IATA/IMDG dangerous goods declaration from SDS and packaging specification"
  domain: "Legal & Compliance"
  roles: ["Dangerous goods specialist", "Hazmat compliance coordinator", "Export compliance analyst"]
  description: "Extract UN number, proper shipping name, hazard class, packing group, and net quantity from safety data sheets and packaging records, then populate the IATA or IMDG shipper's declaration for dangerous goods with emergency contact and special provisions."
  inputs: ["Safety data sheet (SDS)", "Packaging specification", "Quantity per package", "Routing and mode of transport"]
  outputs: ["Shipper's declaration for dangerous goods (DGD)", "Package marking and labeling checklist"]
  automation: high
  human_in_loop: sign-off
  tools: ["dangerous goods software", "document management system", "SDS library"]
  frequency: ad-hoc
  trigger: "generate the IATA DGD for this lithium battery shipment using the SDS and box dimensions"

- id: classify-new-skus-under-hts-schedule-b-using-general-rules-o
  title: "Classify new SKUs under HTS Schedule B using General Rules of Interpretation analysis"
  domain: "Legal & Compliance"
  roles: ["Import classification specialist", "Trade compliance analyst", "Licensed customs broker"]
  description: "Apply GRI 1–6 to assign the correct 10-digit HTS or Schedule B number to new products, document the chapter-note exclusions checked, and produce a classification memo for recordkeeping or binding-ruling support."
  inputs: ["Product technical specification", "Product samples or images", "Prior classification rulings (if any)", "HTS schedule"]
  outputs: ["HTS/Schedule B classification memo", "GRI analysis worksheet", "Flag list for binding ruling candidates"]
  automation: medium
  human_in_loop: approve
  tools: ["HTS database", "CBP CROSS ruling database", "spreadsheet", "document management system"]
  frequency: ad-hoc
  trigger: "classify these 12 new product SKUs under HTS and document the GRI reasoning for our compliance file"

- id: reconcile-3pl-monthly-activity-billing-statement-against-con
  title: "Reconcile 3PL monthly activity billing statement against contracted rate card and issue dispute notice"
  domain: "Finance & Accounting"
  roles: ["3PL billing analyst", "Logistics finance analyst", "Supply chain controller"]
  description: "Compare the 3PL's monthly activity statement (inbound receipts, storage, pick-and-pack, outbound handling, and accessorials) line by line against the contracted rate card, flag unbilled or overbilled items, and draft a formal billing dispute notice with supporting calculations."
  inputs: ["3PL monthly activity statement", "Contracted 3PL rate card", "WMS activity log", "Previous dispute correspondence"]
  outputs: ["Billing reconciliation workbook", "Line-item variance summary", "3PL billing dispute notice"]
  automation: high
  human_in_loop: review-before-send
  tools: ["WMS", "spreadsheet", "accounts payable system", "contract repository"]
  frequency: monthly
  trigger: "reconcile last month's 3PL invoice against our rate card and draft a dispute for the storage overcharges"

- id: draft-container-demurrage-and-detention-dispute-with-carrier
  title: "Draft container demurrage and detention dispute with carrier-caused delay chronology"
  domain: "Operations & Project Mgmt"
  roles: ["Ocean freight coordinator", "Import operations specialist", "Trade lane manager"]
  description: "Compile a timestamped chronology of vessel arrival, customs release, port availability, and trucker dispatch against carrier-issued free time windows to demonstrate carrier- or port-caused delays, then draft a formal demurrage and detention dispute letter to the ocean carrier or terminal."
  inputs: ["Ocean carrier invoice", "Vessel arrival and availability notifications", "Customs clearance timestamps", "Trucker dispatch records", "Free-time agreement"]
  outputs: ["Delay chronology table", "Demurrage/detention dispute letter", "Credit request amount"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["TMS", "carrier track-and-trace portal", "document management system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "draft a D&D dispute for this container — the delay was caused by the terminal not releasing the pin, not us"

- id: generate-safety-stock-and-reorder-point-recommendations-from
  title: "Generate safety stock and reorder point recommendations from demand variability and supplier lead time data"
  domain: "Operations & Project Mgmt"
  roles: ["Inventory planner", "Demand planner", "Supply chain analyst"]
  description: "Calculate statistical safety stock for each SKU using demand standard deviation, service-level z-score, and lead-time variability, then derive reorder points and flag items where current stock parameters are misaligned with calculated minimums."
  inputs: ["SKU demand history", "Supplier lead time records", "Target service level by item class", "Current safety stock settings"]
  outputs: ["Safety stock recommendation by SKU", "Reorder point update file", "Misalignment flag report"]
  automation: high
  human_in_loop: spot-check
  tools: ["ERP", "demand planning system", "spreadsheet"]
  frequency: monthly
  trigger: "recalculate safety stock and reorder points for all A and B items using last six months of demand and lead time data"

- id: draft-reverse-logistics-return-authorization-and-disposition
  title: "Draft reverse logistics return authorization and disposition routing packet"
  domain: "Operations & Project Mgmt"
  roles: ["Reverse logistics coordinator", "Returns specialist", "3PL operations analyst"]
  description: "Generate an RMA number, assign a disposition code (restock, refurbish, return to vendor, destroy), and produce a routing packet with carrier label instructions, inspection checklist, and WMS update instructions for the receiving warehouse."
  inputs: ["Return request or customer complaint", "Original order and item details", "Disposition policy matrix", "Carrier routing rules"]
  outputs: ["Return merchandise authorization (RMA) document", "Carrier routing label instructions", "Disposition routing packet", "WMS receiving instruction"]
  automation: high
  human_in_loop: spot-check
  tools: ["OMS", "WMS", "TMS", "ERP"]
  frequency: daily
  trigger: "create the RMA and disposition routing for these 15 customer returns and send pick-up instructions to the carrier"

- id: draft-nerc-oe-417-electric-emergency-disturbance-report-from
  title: "Draft NERC OE-417 electric emergency disturbance report from EMS incident log"
  domain: "Legal & Compliance"
  roles: ["Reliability compliance analyst", "Grid operations engineer", "NERC compliance coordinator"]
  description: "Pull event timeline and MW-impact data from the energy management system incident log, populate all required fields of the DOE/NERC OE-417 Electric Emergency and Disturbance Report form, and stage it for authorized-official review before the 24-hour submission deadline."
  inputs: ["EMS incident log export", "Event timeline", "MW loss and customer-count estimates", "Interconnected system notifications"]
  outputs: ["Draft OE-417 report", "Submission confirmation record", "Internal incident summary"]
  automation: medium
  human_in_loop: sign-off
  tools: ["energy management system", "compliance tracking system", "document management", "regulatory submission portal"]
  frequency: ad-hoc
  trigger: "We had a significant generation loss event overnight — help me draft the OE-417 before the 6 AM filing deadline"

- id: assemble-test-year-revenue-requirements-workpaper-for-state
  title: "Assemble test-year revenue requirements workpaper for state PUC general rate case"
  domain: "Finance & Accounting"
  roles: ["Rate analyst", "Revenue requirements analyst", "Regulatory affairs analyst"]
  description: "Compile the cost-of-service revenue requirements schedule for a GRC filing by pulling rate base, normalized O&M, depreciation, and authorized return components from the general ledger and regulatory asset tracking systems into the commission-required workpaper format."
  inputs: ["General ledger trial balance", "Plant-in-service records", "Depreciation schedules", "Prior rate case order and authorized return"]
  outputs: ["Revenue requirements workpaper", "Supporting schedules", "Witness exhibit draft"]
  automation: medium
  human_in_loop: sign-off
  tools: ["general ledger", "spreadsheet", "regulatory asset tracking system", "regulatory filing system"]
  frequency: ad-hoc
  trigger: "Our GRC test year closes next month — help me pull together the revenue requirements workpaper from the ledger extracts"

- id: flag-ami-interval-data-gaps-and-route-exceptions-to-re-read
  title: "Flag AMI interval data gaps and route exceptions to re-read or estimation queue"
  domain: "Operations & Project Mgmt"
  roles: ["AMI data analyst", "Metering operations analyst", "Billing operations specialist"]
  description: "Scan the meter data management system for meters with missing or failed 15-minute interval reads within the billing window, classify each gap by cause code (communication failure, tamper event, equipment fault), and route to the appropriate remediation queue before billing close."
  inputs: ["MDM interval data extract", "Meter event log", "Gap tolerance thresholds by rate class"]
  outputs: ["Gap exception report", "Re-read dispatch list", "Estimation-approved meter list"]
  automation: high
  human_in_loop: spot-check
  tools: ["meter data management system", "AMI head-end system", "CIS", "work order management system"]
  frequency: daily
  trigger: "Run the daily AMI data gap check and queue anything needing a re-read before billing closes Friday"

- id: draft-title-v-air-permit-semi-annual-deviation-report-from-d
  title: "Draft Title V air permit semi-annual deviation report from DCS historian exceedances"
  domain: "Legal & Compliance"
  roles: ["Environmental compliance specialist", "Air quality engineer", "Permit compliance coordinator"]
  description: "Extract alarm and setpoint exceedance records from the distributed control system (DCS) historian for the reporting period, classify each event against the applicable Title V permit limit, and draft the semi-annual deviation report in the state air agency's required format."
  inputs: ["DCS historian and alarm log export", "Title V permit limits table", "Prior deviation log", "Reportable threshold definitions"]
  outputs: ["Draft Title V deviation report", "Exceedance summary table", "Corrective action and recurrence prevention notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["DCS historian", "environmental data management system", "document management"]
  frequency: quarterly
  trigger: "Title V semi-annual deviation report is due to the state in three weeks — pull the DCS exceedances and draft the filing"

- id: reconcile-vegetation-management-work-orders-to-nerc-fac-003
  title: "Reconcile vegetation management work orders to NERC FAC-003 transmission ROW clearance schedule"
  domain: "Operations & Project Mgmt"
  roles: ["Vegetation management coordinator", "Transmission compliance analyst", "ROW program specialist"]
  description: "Match closed tree-trimming and vegetation removal work orders against the transmission circuit ROW inspection and clearance cycle calendar, calculate time-since-last-treatment for each span, and flag segments approaching or exceeding the NERC FAC-003 inspection interval."
  inputs: ["Closed work order list with circuit segment IDs", "ROW segment inventory", "NERC FAC-003 compliance calendar", "Prior inspection dates"]
  outputs: ["FAC-003 compliance gap report", "At-risk segment list with days-overdue", "Corrective work order recommendations"]
  automation: high
  human_in_loop: spot-check
  tools: ["work order management system", "GIS", "compliance tracking system"]
  frequency: monthly
  trigger: "Show me which transmission segments are at risk of FAC-003 non-compliance before the quarterly audit"

- id: map-capitalized-work-order-closures-to-ferc-usoa-accounts-fo
  title: "Map capitalized work-order closures to FERC USOA accounts for Form 1 electric plant schedule"
  domain: "Finance & Accounting"
  roles: ["Regulatory accountant", "FERC Form 1 analyst", "Utility plant accounting specialist"]
  description: "Extract completed capital work orders from the enterprise asset management system, match each project's scope to the correct FERC Uniform System of Accounts (USOA) account number, and post the additions and retirements to the Form 1 electric plant-in-service schedule for the annual FERC filing."
  inputs: ["Closed capital work order register", "USOA account mapping table", "Prior year Form 1 plant schedule", "Retirement/salvage data"]
  outputs: ["Updated Form 1 electric plant-in-service schedule", "USOA account variance summary", "Journal entry draft"]
  automation: high
  human_in_loop: review-before-send
  tools: ["enterprise asset management system", "general ledger", "FERC filing software", "spreadsheet"]
  frequency: quarterly
  trigger: "Q3 work orders are closed — help me map the capital additions to FERC accounts and update the plant schedule"

- id: draft-feasibility-study-scoping-data-request-letter-for-new
  title: "Draft feasibility study scoping data request letter for new generator interconnection applicant"
  domain: "Operations & Project Mgmt"
  roles: ["Interconnection coordinator", "Transmission planning analyst", "Grid interconnection specialist"]
  description: "Using the interconnection application and queue intake form, draft the standardized scoping data request letter to the applicant covering required site data, generation profile, point-of-interconnection specs, study assumptions, deposit schedule, and milestones under FERC Order 2023 or the applicable state tariff."
  inputs: ["Interconnection application form", "Queue position assignment", "Applicable interconnection tariff or procedures document"]
  outputs: ["Draft scoping data request letter", "Study deposit invoice", "Milestone schedule"]
  automation: high
  human_in_loop: review-before-send
  tools: ["interconnection queue management system", "document management", "email"]
  frequency: ad-hoc
  trigger: "New 200 MW solar project just submitted an interconnection application — draft the feasibility study scoping data request"

- id: compile-epa-part-75-cems-quarterly-excess-emissions-and-moni
  title: "Compile EPA Part 75 CEMS quarterly excess emissions and monitoring downtime report"
  domain: "Legal & Compliance"
  roles: ["CEMS analyst", "Environmental compliance engineer", "Air quality compliance specialist"]
  description: "Pull SO₂, NOₓ, and CO₂ data from the data acquisition and handling system (DAHS) for the quarter, calculate percent monitor uptime and identify excess emission events against permit limits, then compile the report in EPA Electronic Reporting Tool (ERT) XML format for submission."
  inputs: ["CEMS/DAHS data extract", "Permit emission limits", "Substitute data approval records", "Prior quarter report"]
  outputs: ["Draft quarterly excess emissions report", "ERT XML submission file", "Monitor uptime and excess event summary"]
  automation: medium
  human_in_loop: sign-off
  tools: ["DAHS", "environmental data management system", "EPA electronic reporting system"]
  frequency: quarterly
  trigger: "Q2 CEMS report is due July 30 — pull the DAHS data and draft the quarterly submission"

- id: calculate-demand-ratchet-billing-adjustment-and-issue-correc
  title: "Calculate demand-ratchet billing adjustment and issue corrected large C&I customer invoice"
  domain: "Finance & Accounting"
  roles: ["Large account billing specialist", "C&I billing analyst", "Revenue assurance analyst"]
  description: "Identify large C&I accounts where the current month's billed demand falls below the tariff ratchet percentage of the peak demand over the lookback period, calculate the ratchet adjustment charge, and generate a corrected invoice with the supporting interval data exhibit."
  inputs: ["C&I meter interval data", "Tariff ratchet clause parameters and lookback window", "Current billing cycle demand register"]
  outputs: ["Corrected C&I invoice", "Demand ratchet calculation worksheet", "Interval data exhibit for customer"]
  automation: medium
  human_in_loop: approve
  tools: ["CIS", "interval data management system", "billing engine", "spreadsheet"]
  frequency: monthly
  trigger: "Flag all C&I accounts triggering the demand ratchet this billing cycle and prep the adjusted invoices"

- id: assemble-prepared-direct-testimony-exhibit-package-for-rate
  title: "Assemble prepared direct testimony exhibit package for rate case commission witness"
  domain: "Legal & Compliance"
  roles: ["Regulatory filing coordinator", "Rate case analyst", "Regulatory affairs specialist"]
  description: "Collate all schedules, workpapers, and data exhibits supporting a commission witness's prepared direct testimony, apply commission-required numbering and cross-reference conventions, and compile the complete exhibit index for submission to the state PUC or FERC docket."
  inputs: ["Witness testimony draft", "Supporting workpapers and schedules", "Commission filing instructions and exhibit naming conventions"]
  outputs: ["Numbered exhibit package", "Exhibit index", "Docket filing checklist"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document management", "regulatory filing system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "The direct testimony filing is in two weeks — help me assemble and number all the exhibits for our rate base witness"

- id: draft-environmental-justice-impact-analysis-section-for-gene
  title: "Draft environmental justice impact analysis section for generation facility siting permit application"
  domain: "Legal & Compliance"
  roles: ["Environmental policy analyst", "Siting permit coordinator", "Environmental justice specialist"]
  description: "Using census demographic and EJSCREEN data with GIS proximity analysis, identify environmental justice communities within the required buffer of the proposed facility, summarize cumulative burden indicators, and draft the EJ analysis section in the format required by the state siting board or applicable federal permitting standard."
  inputs: ["Census and EJSCREEN data", "Facility site coordinates and buffer radius", "State siting board application template", "Cumulative impact screening criteria"]
  outputs: ["Draft EJ analysis section", "Demographic impact table", "GIS proximity exhibit", "Identified community list with burden scores"]
  automation: medium
  human_in_loop: sign-off
  tools: ["GIS", "EJ screening database", "census data platform", "document management"]
  frequency: ad-hoc
  trigger: "We need the environmental justice section drafted for the siting permit application for the new substation project"

- id: reconcile-environmental-cost-recovery-rider-balance-and-draf
  title: "Reconcile environmental cost recovery rider balance and draft annual over/under-collection true-up filing"
  domain: "Finance & Accounting"
  roles: ["Regulatory accountant", "Rate analyst", "Regulatory compliance analyst"]
  description: "Compare actual environmental compliance expenditures collected through the tariff rider against authorized recovery amounts for the true-up period, compute the over/under-collection balance with carrying charge, and draft the annual true-up adjustment filing to the state commission."
  inputs: ["Rider revenue collected from CIS/billing", "Actual environmental spend ledger", "Authorized recovery rate", "Carrying charge factor from commission order"]
  outputs: ["Over/under-collection schedule", "Carrying charge calculation", "Draft true-up filing", "Proposed rate adjustment"]
  automation: medium
  human_in_loop: sign-off
  tools: ["general ledger", "CIS", "spreadsheet", "regulatory filing system"]
  frequency: monthly
  trigger: "Annual ECR rider true-up is due next month — reconcile what we collected against the authorized amounts and draft the filing"

- id: compile-monthly-saidi-saifi-and-caidi-reliability-indices-by
  title: "Compile monthly SAIDI, SAIFI, and CAIDI reliability indices by circuit from OMS trouble-ticket data"
  domain: "Data & Reporting (BI)"
  roles: ["Reliability reporting analyst", "Distribution planning analyst", "Regulatory reporting specialist"]
  description: "Pull resolved outage trouble tickets from the outage management system for the month, classify events by cause code (major event, equipment failure, planned outage), calculate SAIDI, SAIFI, and CAIDI at circuit and substation level, and produce the monthly reliability performance report for regulatory and internal stakeholders."
  inputs: ["OMS resolved trouble tickets with restoration timestamps", "Customer count by circuit", "Cause code taxonomy", "Major event day threshold"]
  outputs: ["Monthly reliability indices report", "Circuit-level SAIDI/SAIFI/CAIDI table", "Cause code breakdown", "Year-to-date trend summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["outage management system", "GIS", "BI reporting platform", "spreadsheet"]
  frequency: monthly
  trigger: "Pull the August outage data and build the monthly SAIDI/SAIFI report broken down by circuit and cause code"

- id: draft-phmsa-gas-pipeline-incident-report-from-field-investig
  title: "Draft PHMSA gas pipeline incident report from field investigation and SCADA data"
  domain: "Legal & Compliance"
  roles: ["Gas pipeline engineer", "Gas operations supervisor", "Pipeline regulatory compliance analyst"]
  description: "Extract incident parameters — location, estimated gas release volume, ignition, casualties, and probable cause — from SCADA event logs, field investigation notes, and facility records to complete DOT PHMSA Form F 7100.1 within the 30-day reporting deadline."
  inputs: ["SCADA incident log", "field investigation report", "pipeline facility records", "operations controller log"]
  outputs: ["PHMSA Form F 7100.1 draft", "incident narrative supplement", "transmittal cover sheet"]
  automation: medium
  human_in_loop: sign-off
  tools: ["pipeline management system", "PHMSA reporting portal", "GIS", "document management system"]
  frequency: ad-hoc
  trigger: "Draft the PHMSA incident report for the Line 7 rupture last Tuesday — 30-day clock is running"

- id: compile-epa-40-cfr-part-98-annual-greenhouse-gas-emissions-i
  title: "Compile EPA 40 CFR Part 98 annual greenhouse gas emissions inventory for electric generating units"
  domain: "Legal & Compliance"
  roles: ["Air quality engineer", "GHG reporting analyst", "Environmental compliance specialist"]
  description: "Aggregate continuous emissions monitor (CEMS) heat input records, fuel analysis results, and unit operating hours by applicable subpart (C, D, or W) to calculate CO2, CH4, and N2O mass emissions and build the e-GGRT XML submission file for EPA."
  inputs: ["CEMS annual summary data", "fuel receipts and analysis records", "unit operating parameters", "prior-year e-GGRT submission"]
  outputs: ["Part 98 emissions inventory workpaper", "subpart calculation spreadsheet", "e-GGRT upload file", "QA/QC checklist"]
  automation: medium
  human_in_loop: approve
  tools: ["PI historian / DCS", "emissions calculation spreadsheet", "e-GGRT reporting portal"]
  frequency: ad-hoc
  trigger: "Compile our Part 98 GHG inventory workpaper for the 2025 reporting year — e-GGRT deadline is March"

- id: reconcile-net-energy-metering-export-credits-to-annual-true
  title: "Reconcile net energy metering export credits to annual true-up period customer bill"
  domain: "Finance & Accounting"
  roles: ["Distributed energy resource (DER) coordinator", "Revenue assurance analyst", "Billing specialist"]
  description: "Compare AMI-recorded export kWh credits accumulated over the NEM anniversary period against utility supply charges at the applicable avoided-cost or retail rate, calculate the net surplus or balance due, and generate the annual true-up statement."
  inputs: ["AMI interval export data", "NEM enrollment record and rate class", "retail rate schedule", "monthly billing history"]
  outputs: ["NEM annual true-up bill statement", "credit carryforward or balance-due notice", "exception report for mismatched reads"]
  automation: high
  human_in_loop: spot-check
  tools: ["CIS / billing system", "AMI data platform", "rate calculation engine"]
  frequency: monthly
  trigger: "Run the NEM true-up calculations for customers whose anniversary date falls this month"

- id: assemble-monthly-fuel-adjustment-clause-filing-with-supporti
  title: "Assemble monthly fuel adjustment clause filing with supporting purchased power cost documentation"
  domain: "Finance & Accounting"
  roles: ["Regulatory affairs analyst", "Fuel procurement analyst", "Rate case analyst"]
  description: "Compile actual fuel purchase costs, power purchase settlement amounts, and total kWh sales for the prior month, compute the per-kWh FAC factor against the base embedded rate, and prepare the tariff supplement and transmittal letter for state commission filing."
  inputs: ["fuel purchase invoices", "power purchase agreement settlement statements", "base FAC factor", "monthly kWh sales data"]
  outputs: ["FAC factor calculation worksheet", "tariff supplement filing", "commission transmittal letter"]
  automation: medium
  human_in_loop: approve
  tools: ["ERP / financial system", "regulatory filing portal", "spreadsheet"]
  frequency: monthly
  trigger: "Prepare this month's FAC filing for the PUC — April fuel and PPA costs are finalized"

- id: draft-extraordinary-storm-cost-recovery-filing-with-crew-lab
  title: "Draft extraordinary storm cost recovery filing with crew labor, materials, and mutual aid workpapers"
  domain: "Legal & Compliance"
  roles: ["Storm cost accountant", "Regulatory affairs analyst", "Distribution operations manager"]
  description: "Aggregate crew timesheets, equipment usage logs, material issue records, contractor invoices, and mutual-aid billing into a categorized cost workpaper, reconcile to the OMS event log, and draft the regulatory petition requesting recovery of extraordinary storm restoration expenses above the allowed O&M baseline."
  inputs: ["crew timesheets", "mutual aid invoices and settlement statements", "material issue records", "contractor invoices", "OMS major-event log"]
  outputs: ["storm cost recovery workpaper by category", "regulatory petition draft", "cost summary exhibit", "supporting invoice appendix"]
  automation: medium
  human_in_loop: sign-off
  tools: ["ERP / financial system", "OMS", "document management system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "We need to file for storm cost recovery from the January ice storm — pull together the cost workpapers and petition draft"

- id: prepare-pole-attachment-make-ready-cost-estimate-and-issue-i
  title: "Prepare pole attachment make-ready cost estimate and issue invoice to third-party attacher"
  domain: "Operations & Project Mgmt"
  roles: ["Pole attachment coordinator", "Distribution engineering technician", "Right-of-way administrator"]
  description: "Review the attacher's application and field inspection survey to calculate labor, material, and engineering costs for NESC-compliant make-ready work, issue the estimate letter within the tariff-specified deadline, then generate the final invoice upon completion and update the GIS pole record."
  inputs: ["pole attachment application", "field inspection survey report", "cost rate schedule", "NESC clearance calculations", "attachment agreement"]
  outputs: ["make-ready cost estimate letter", "completed work invoice", "GIS pole record update", "attachment permit"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["GIS / asset management system", "billing system", "spreadsheet", "work order management system"]
  frequency: ad-hoc
  trigger: "Draft the make-ready estimate letter for the new cable company attachment request on the Route 9 pole line"

- id: compile-eia-form-861-annual-electric-power-industry-survey-f
  title: "Compile EIA Form 861 annual electric power industry survey from billing and operational data"
  domain: "Data & Reporting (BI)"
  roles: ["Regulatory reporting analyst", "Rates analyst", "Data analyst"]
  description: "Aggregate retail electricity sales by customer class, peak demand, revenue, energy efficiency program participant counts and savings, and DER interconnection counts from billing and operational systems, validate against prior-year benchmarks, and submit the completed EIA-861 file to the U.S. Energy Information Administration."
  inputs: ["CIS retail sales and revenue data", "peak load records", "energy efficiency program tracking data", "DER interconnection records"]
  outputs: ["EIA Form 861 submission file", "data validation and variance log", "cross-check to prior-year filing"]
  automation: high
  human_in_loop: approve
  tools: ["CIS / billing system", "data warehouse", "EIA web submission portal", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Pull together our EIA-861 data for the 2025 survey — it's due in February and we need the class sales reconciled"

- id: process-ferpa-directory-information-opt-out-requests
  title: "Process FERPA directory information opt-out requests"
  domain: "Legal & Compliance"
  roles: ["Registrar", "Student records coordinator"]
  description: "Receive student FERPA opt-out forms, validate completeness, set the directory-information restriction flag in the SIS, and generate a written acknowledgment to the student."
  inputs: ["FERPA opt-out form submission", "student SIS record"]
  outputs: ["Updated SIS restriction flag", "Student acknowledgment letter"]
  automation: high
  human_in_loop: spot-check
  tools: ["student information system", "document management system"]
  frequency: ad-hoc
  trigger: "Student submitted a FERPA opt-out form — update their record and send acknowledgment"

- id: assemble-sap-appeal-package-and-draft-reinstatement-decision
  title: "Assemble SAP appeal package and draft reinstatement decision letter"
  domain: "Finance & Accounting"
  roles: ["Financial aid counselor", "Financial aid director"]
  description: "Compile a student's satisfactory academic progress appeal file — transcript, GPA and completion-rate calculations, and supporting documentation — then draft a committee decision letter based on institutional SAP policy criteria."
  inputs: ["SAP appeal form", "Academic transcript", "Supporting documentation", "SAP policy document"]
  outputs: ["Appeal package", "Draft committee decision letter"]
  automation: medium
  human_in_loop: approve
  tools: ["student information system", "financial aid system", "document management system"]
  frequency: ad-hoc
  trigger: "Student submitted a SAP appeal — prepare the file and draft a decision letter for committee review"

- id: extract-and-validate-ipeds-survey-data-for-federal-submissio
  title: "Extract and validate IPEDS survey data for federal submission"
  domain: "Data & Reporting (BI)"
  roles: ["Institutional research analyst", "Registrar"]
  description: "Pull enrollment, completions, and staff headcount data from institutional systems, cross-validate figures against prior-year IPEDS submissions and internal audits, and format the extract for upload to the federal survey portal."
  inputs: ["SIS enrollment data", "HR system headcount", "Prior-year IPEDS submission", "IPEDS survey specifications"]
  outputs: ["Validated IPEDS data extract", "Discrepancy report"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["student information system", "HR system", "spreadsheet", "federal reporting portal"]
  frequency: quarterly
  trigger: "IPEDS Fall Enrollment survey window opens — pull and validate our submission data"

- id: cross-check-title-iv-verification-selected-applicant-files
  title: "Cross-check Title IV verification selected applicant files"
  domain: "Finance & Accounting"
  roles: ["Financial aid counselor", "Financial aid verification specialist"]
  description: "For FAFSA-selected-for-verification students, compare submitted verification worksheets and IRS tax transcripts against FAFSA data element by element, flag discrepancies, and initiate correction flags or award adjustment memos."
  inputs: ["FAFSA data", "Verification worksheet", "IRS tax transcript", "W-2 forms"]
  outputs: ["Verification completion flag", "Discrepancy summary", "Correction request or award adjustment memo"]
  automation: medium
  human_in_loop: approve
  tools: ["financial aid system", "student information system", "federal student aid portal"]
  frequency: ad-hoc
  trigger: "Student's verification documents are all in — compare against their FAFSA and flag any discrepancies"

- id: map-incoming-transfer-transcripts-to-institutional-course-eq
  title: "Map incoming transfer transcripts to institutional course equivalencies"
  domain: "Operations & Project Mgmt"
  roles: ["Transfer credit evaluator", "Articulation coordinator", "Registrar"]
  description: "Review official transcripts from transferring students, match each completed course to the institutional equivalency table or flag unmatched courses for department faculty review, and produce a preliminary transfer credit evaluation worksheet."
  inputs: ["Official transcript", "Course equivalency table", "Institutional course catalog"]
  outputs: ["Transfer credit evaluation worksheet", "Department review referral list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["student information system", "course equivalency database", "transfer articulation platform"]
  frequency: ad-hoc
  trigger: "New transfer student's official transcript arrived — generate their preliminary credit evaluation"

- id: build-accreditation-self-study-evidence-inventory-against-st
  title: "Build accreditation self-study evidence inventory against standard criteria"
  domain: "Legal & Compliance"
  roles: ["Accreditation coordinator", "Institutional effectiveness director", "Provost office analyst"]
  description: "For a regional or programmatic accreditation cycle, collect and index supporting evidence artifacts (syllabi, assessment reports, budget documents) against each numbered standard criterion, producing a traceable evidence map and a gap list of missing documentation."
  inputs: ["Accreditation standards document", "Prior self-study", "Department-submitted evidence files"]
  outputs: ["Evidence inventory matrix", "Gap list of missing documentation"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document management system", "accreditation management platform", "spreadsheet"]
  frequency: ad-hoc
  trigger: "We need to inventory all evidence for our SACSCOC reaffirmation — build the evidence map against each standard"

- id: detect-room-and-instructor-conflicts-in-the-draft-course-sch
  title: "Detect room and instructor conflicts in the draft course schedule"
  domain: "Operations & Project Mgmt"
  roles: ["Academic scheduling coordinator", "Registrar"]
  description: "Run a conflict-detection pass over the draft schedule matrix to identify room double-bookings, instructor time overlaps, and core-curriculum co-enrollment conflicts, then produce a prioritized conflict resolution report for the scheduling team."
  inputs: ["Draft course schedule", "Room inventory with capacities", "Instructor assignments", "Enrollment restriction rules"]
  outputs: ["Conflict report with type, affected sections, and resolution options"]
  automation: high
  human_in_loop: spot-check
  tools: ["course scheduling system", "student information system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Draft fall schedule is loaded — run conflict detection and flag everything that needs resolution before we publish"

- id: generate-tiered-truancy-intervention-letters-from-attendance
  title: "Generate tiered truancy intervention letters from attendance thresholds"
  domain: "Legal & Compliance"
  roles: ["Attendance secretary", "Truancy officer", "Dean of students"]
  description: "Pull students who have crossed configurable unexcused-absence thresholds from the attendance system and draft tier-appropriate intervention letters — first notice, second notice, and compulsory attendance warning — queued for administrator review before mailing."
  inputs: ["Attendance records", "Absence threshold policy", "Student and guardian contact data"]
  outputs: ["Batch truancy intervention letters", "Attendance threshold summary report"]
  automation: high
  human_in_loop: spot-check
  tools: ["student information system", "attendance tracking system", "document generation tool"]
  frequency: weekly
  trigger: "Generate this week's truancy letters for all students who hit the 5-day unexcused-absence threshold"

- id: pre-populate-federal-effort-reporting-certifications-for-spo
  title: "Pre-populate federal effort reporting certifications for sponsored project personnel"
  domain: "Finance & Accounting"
  roles: ["Research administrator", "Sponsored programs coordinator", "Grants accountant"]
  description: "At the close of each effort reporting period, pull payroll distribution data for grant-funded personnel, pre-populate effort report templates with charged percentages, and route draft certifications to principal investigators for review and electronic signature."
  inputs: ["Payroll distribution records", "Grant personnel list", "Effort reporting period dates", "Award budget documents"]
  outputs: ["Pre-populated effort report certifications", "Routing email to PIs and co-investigators"]
  automation: high
  human_in_loop: sign-off
  tools: ["grants management system", "payroll system", "electronic research administration platform"]
  frequency: quarterly
  trigger: "Q2 effort reporting period just closed — pre-populate and route effort certs for all sponsored project personnel"

- id: batch-update-sevis-records-for-mid-term-international-studen
  title: "Batch-update SEVIS records for mid-term international student enrollment changes"
  domain: "Legal & Compliance"
  roles: ["Designated School Official (DSO)", "International student advisor", "Registrar"]
  description: "After the add/drop deadline, compare international student enrollment records to SEVIS reporting requirements, identify status changes such as full-time to part-time transitions or program extensions, and submit batch updates within the federal reporting window."
  inputs: ["International student enrollment records", "SEVIS current record export", "Add/drop deadline enrollment report"]
  outputs: ["SEVIS update batch file", "Exception report for manual review cases"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["SEVIS federal portal", "student information system", "international student management platform"]
  frequency: ad-hoc
  trigger: "Add/drop deadline just passed — identify international student enrollment changes that require SEVIS updates within the 21-day window"

- id: summarize-degree-audit-exception-petitions-for-faculty-commi
  title: "Summarize degree audit exception petitions for faculty committee review"
  domain: "Operations & Project Mgmt"
  roles: ["Registrar", "Graduation analyst", "Academic advisor"]
  description: "Gather student petitions to substitute or waive degree requirements, compile each case's degree audit report, course comparison, and stated rationale, and produce a committee-ready summary sheet with a staff recommendation per petition."
  inputs: ["Exception petition forms", "Degree audit reports", "Course descriptions", "Academic transcripts"]
  outputs: ["Committee summary sheet per petition", "Bulk petition agenda document"]
  automation: medium
  human_in_loop: approve
  tools: ["degree audit system", "student information system", "document management system"]
  frequency: ad-hoc
  trigger: "Graduation committee meets Friday — summarize all pending degree exception petitions with staff recommendations"

- id: generate-cohort-default-rate-early-warning-report-for-target
  title: "Generate cohort default rate early warning report for targeted borrower outreach"
  domain: "Finance & Accounting"
  roles: ["Financial aid director", "Default management coordinator", "Student loan counselor"]
  description: "Pull borrower repayment status data from the federal loan servicer feed, compute each cohort's trailing CDR against threshold limits, and flag individual accounts approaching 270-day delinquency for targeted intervention outreach."
  inputs: ["NSLDS borrower repayment data", "Prior cohort default rate reports", "Current enrollment status records"]
  outputs: ["CDR trending dashboard", "At-risk borrower outreach list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["National Student Loan Data System (NSLDS)", "financial aid system", "spreadsheet"]
  frequency: monthly
  trigger: "Pull our latest CDR trending data and flag which borrowers we should contact before they hit 270 days delinquent"

- id: recalculate-f-a-charges-and-draft-revised-budget-pages-for-s
  title: "Recalculate F&A charges and draft revised budget pages for sponsored project amendments"
  domain: "Finance & Accounting"
  roles: ["Research administrator", "Grants accountant", "Sponsored programs coordinator"]
  description: "When a sponsored award receives a re-budgeting request or supplement, apply the institution's negotiated facilities-and-administrative rate to the revised modified total direct costs, and draft updated budget pages and justification narrative for sponsor submission."
  inputs: ["Current award budget", "Budget modification request", "Negotiated rate agreement", "Revised direct cost breakdown"]
  outputs: ["Revised budget with recalculated F&A charges", "Budget justification narrative"]
  automation: high
  human_in_loop: review-before-send
  tools: ["grants management system", "sponsored programs database", "spreadsheet"]
  frequency: ad-hoc
  trigger: "PI wants to re-budget $20k from personnel to supplies — recalculate indirect costs and draft the revised budget pages for the sponsor"

- id: calculate-return-to-title-iv-r2t4-worksheet-for-withdrawn-st
  title: "Calculate Return to Title IV (R2T4) worksheet for withdrawn student"
  domain: "Finance & Accounting"
  roles: ["Financial aid counselor", "Financial aid administrator", "Student accounts specialist"]
  description: "Apply the federal R2T4 formula to a withdrawn student's payment period data to determine earned vs. unearned aid, generate the statutory worksheet, and produce the post-withdrawal disbursement notice or return-to-ED instruction."
  inputs: ["withdrawal date", "last date of attendance", "student aid package", "payment period enrollment schedule", "institutional refund policy"]
  outputs: ["R2T4 calculation worksheet", "post-withdrawal disbursement notice", "return-to-lender amount breakdown"]
  automation: medium
  human_in_loop: approve
  tools: ["financial aid management system", "student information system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Student just officially withdrew mid-semester — run the R2T4 and tell me what we owe back to ED"

- id: compile-clery-act-crime-statistics-and-draft-annual-security
  title: "Compile Clery Act crime statistics and draft Annual Security Report tables"
  domain: "Legal & Compliance"
  roles: ["Clery compliance officer", "Campus safety administrator", "Title IX coordinator"]
  description: "Aggregate incident reports by Clery geography (on-campus, residential, public property) and crime category from campus security authority disclosures, cross-check against daily crime log, and produce the statistics tables and narrative sections for the Annual Security Report."
  inputs: ["campus incident report exports", "campus security authority disclosure forms", "daily crime log", "prior-year ASR statistics tables", "Clery geography map"]
  outputs: ["Clery crime statistics tables", "ASR draft narrative sections", "crime log compliance checklist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["incident management system", "spreadsheet", "document editor"]
  frequency: quarterly
  trigger: "Pull together this year's Clery crime stats and draft the statistics tables section of the ASR"

- id: batch-generate-adjunct-faculty-term-appointment-letters
  title: "Batch-generate adjunct faculty term appointment letters"
  domain: "HR & People Ops"
  roles: ["Academic HR coordinator", "Faculty affairs specialist", "Department administrator"]
  description: "Produce individualized term appointment letters for part-time and adjunct faculty from the finalized course assignment list, including course title, credit load, compensation rate, start/end dates, and any required benefits-eligibility notice."
  inputs: ["adjunct course assignment roster", "pay rate schedule", "term calendar", "appointment letter template", "benefits eligibility rules"]
  outputs: ["individualized appointment letters (batch)", "e-signature routing queue", "department confirmation report"]
  automation: high
  human_in_loop: review-before-send
  tools: ["HRIS", "student information system", "document generator", "e-signature platform"]
  frequency: quarterly
  trigger: "Generate appointment letters for every adjunct teaching this fall — pull from the SIS course assignments"

- id: assemble-sponsored-project-closeout-package-for-expiring-awa
  title: "Assemble sponsored project closeout package for expiring award"
  domain: "Finance & Accounting"
  roles: ["Grants and contracts administrator", "Post-award coordinator", "Sponsored programs officer"]
  description: "Compile the final financial report (e.g., SF-425), equipment inventory, subcontractor certifications, and technical/progress report routing into a complete closeout package that meets sponsor-specific deadlines and checklist requirements."
  inputs: ["award agreement and terms", "final expenditure ledger", "equipment inventory records", "subcontractor invoices and certifications", "PI technical report draft"]
  outputs: ["closeout package checklist", "final financial report (SF-425 or equivalent)", "equipment disposition report", "sponsor submission cover memo"]
  automation: medium
  human_in_loop: approve
  tools: ["grants management system", "financial system", "document repository", "sponsor submission portal"]
  frequency: ad-hoc
  trigger: "Grant 2847 expires in 90 days — start the closeout package and flag anything still missing"

- id: reconcile-1098-t-qualified-tuition-statement-data-before-irs
  title: "Reconcile 1098-T qualified tuition statement data before IRS filing"
  domain: "Finance & Accounting"
  roles: ["Bursar", "Student accounts manager", "Tax compliance specialist"]
  description: "Match each eligible student's billed tuition and fee amounts against scholarship and grant credits in the billing system to verify 1098-T box amounts, flag exceptions (negative net, missing SSN, out-of-period transactions), and produce the IRS submission file."
  inputs: ["student billing records", "payment and credit history", "scholarship disbursement export", "prior-year 1098-T file", "IRS box-amount rules reference"]
  outputs: ["1098-T exception report", "corrected student records list", "IRS 1098-T submission file", "student distribution batch"]
  automation: high
  human_in_loop: spot-check
  tools: ["student information system", "financial system", "tax reporting platform", "spreadsheet"]
  frequency: monthly
  trigger: "Run the 1098-T reconciliation and flag any students where the box amounts look wrong before we file"

- id: build-gainful-employment-program-disclosure-fact-sheets-from
  title: "Build gainful employment program disclosure fact sheets from outcome data"
  domain: "Legal & Compliance"
  roles: ["Institutional research analyst", "Compliance officer", "Registrar"]
  description: "Calculate required federal gainful employment disclosure metrics (median loan debt, debt-to-earnings ratios, completion rate, median earnings of graduates) for each eligible certificate or credential program and format them into the required disclosure fact sheets for the institutional website."
  inputs: ["program graduate cohort list", "federal loan debt data", "program completion and withdrawal records", "median earnings data (federal or survey)", "program cost and CIP code reference"]
  outputs: ["GE disclosure fact sheets (per program)", "CMS-ready program page updates", "compliance attestation checklist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["institutional research database", "federal data portal", "spreadsheet", "CMS"]
  frequency: monthly
  trigger: "Update the gainful employment disclosures for all our certificate programs using the new outcome data"

- id: draft-no-cost-extension-request-narrative-for-expiring-feder
  title: "Draft no-cost extension request narrative for expiring federal award"
  domain: "Operations & Project Mgmt"
  roles: ["Grants and contracts administrator", "Sponsored programs officer", "Principal investigator"]
  description: "Draft the NCE justification narrative explaining unspent balance rationale and revised project milestones, compile the required internal routing approvals, and format the submission per agency or prime sponsor requirements before the project end date."
  inputs: ["award notice and terms", "current project status summary", "remaining budget detail", "PI justification notes", "sponsor NCE policy and form"]
  outputs: ["NCE request letter", "revised project timeline", "internal routing approval form", "sponsor submission package"]
  automation: medium
  human_in_loop: approve
  tools: ["grants management system", "document editor", "workflow routing system", "sponsor submission portal"]
  frequency: ad-hoc
  trigger: "PI on award 5R01AG0981 needs a 12-month no-cost extension — draft the justification and set up routing for approval"

- id: abstract-co-tenancy-clauses-and-kick-out-rights-from-retail
  title: "Abstract co-tenancy clauses and kick-out rights from retail leases"
  domain: "Legal & Compliance"
  roles: ["Lease administrator", "Lease abstractor", "Retail leasing coordinator"]
  description: "Extract co-tenancy provisions (anchor occupancy requirements, rent-reduction triggers, cure periods, termination rights) and kick-out clauses from retail leases into a structured abstract table for portfolio-wide monitoring and landlord risk tracking."
  inputs: ["executed retail lease", "lease abstract template"]
  outputs: ["co-tenancy clause abstract", "kick-out rights register"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document parser", "lease management system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Pull the co-tenancy and kick-out provisions from these retail leases and log them in the tracker"

- id: draft-tenant-estoppel-certificate-for-acquisition-lender
  title: "Draft tenant estoppel certificate for acquisition lender"
  domain: "Legal & Compliance"
  roles: ["Lease administrator", "Real estate paralegal", "Asset manager"]
  description: "Prepare a tenant estoppel certificate confirming current lease term, rent in effect, security deposit held, landlord obligations outstanding, absence of defaults, and any side letters or amendments, for execution by the tenant ahead of a financing or acquisition closing."
  inputs: ["executed lease", "lease abstract", "amendment log", "security deposit ledger"]
  outputs: ["draft tenant estoppel certificate"]
  automation: high
  human_in_loop: sign-off
  tools: ["lease management system", "word processor"]
  frequency: ad-hoc
  trigger: "Draft estoppels for all tenants at 123 Main St — lender needs them by Friday"

- id: compute-cam-gross-up-adjustment-for-partially-occupied-build
  title: "Compute CAM gross-up adjustment for partially occupied building"
  domain: "Finance & Accounting"
  roles: ["CAM reconciliation analyst", "Property accountant"]
  description: "Normalize variable operating expenses (janitorial, utilities, maintenance) to the lease-specified occupancy threshold (typically 95%) for tenants whose leases require gross-up, preventing under-recovery of expenses due to landlord vacancy."
  inputs: ["actual operating expense detail", "variable vs. fixed cost classification", "occupancy schedule", "lease gross-up provisions by tenant"]
  outputs: ["grossed-up expense pool", "gross-up calculation workpaper"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "ERP"]
  frequency: monthly
  trigger: "Gross up the CAM pool for Building C — it's been at 78% occupancy all year"

- id: audit-operating-expense-pool-against-tenant-lease-exclusion
  title: "Audit operating expense pool against tenant lease exclusion lists before reconciliation"
  domain: "Finance & Accounting"
  roles: ["CAM reconciliation analyst", "Lease administrator", "Property accountant"]
  description: "Cross-check each line item in the property's operating expense general ledger against each tenant's individual exclusion list and management fee cap provision, flagging over-inclusions before annual reconciliation statements are issued."
  inputs: ["operating expense GL detail", "lease exclusion lists by tenant", "management fee cap provisions"]
  outputs: ["exclusion audit workpaper", "flagged over-inclusion list"]
  automation: medium
  human_in_loop: approve
  tools: ["lease management system", "ERP", "spreadsheet"]
  frequency: monthly
  trigger: "Check which CAM line items we can't bill to Tenant B before we send out the reconciliation"

- id: draft-lease-commencement-date-memorandum-after-tenant-improv
  title: "Draft lease commencement date memorandum after tenant improvement delivery"
  domain: "Legal & Compliance"
  roles: ["Lease administrator", "Property manager", "Transaction coordinator"]
  description: "Prepare a signed commencement date agreement that fixes the actual lease start date, rent commencement date, expiration date, and any remaining landlord work punch-list obligations after tenant improvement delivery, for countersignature by both parties."
  inputs: ["executed lease", "TI punchlist sign-off", "delivery confirmation notice"]
  outputs: ["lease commencement date memorandum"]
  automation: high
  human_in_loop: review-before-send
  tools: ["lease management system", "word processor"]
  frequency: ad-hoc
  trigger: "Tenant took possession Monday — draft the commencement date memo for Suite 400"

- id: build-lease-option-deadline-register-from-abstract-database
  title: "Build lease option deadline register from abstract database"
  domain: "Operations & Project Mgmt"
  roles: ["Lease administrator", "Asset manager", "Portfolio manager"]
  description: "Scan a lease abstract database for renewal, expansion, contraction, and early-termination option windows, calculate required notice deadlines with a configurable advance-warning lead time, and output a forward-looking register sorted by urgency for landlord action."
  inputs: ["lease abstract database", "option clause summaries", "notice period requirements"]
  outputs: ["option deadline register", "calendar alert list"]
  automation: high
  human_in_loop: spot-check
  tools: ["lease management system", "calendar system", "spreadsheet"]
  frequency: monthly
  trigger: "What option deadlines are coming up in the next 90 days across the portfolio?"

- id: draft-snda-agreement-for-new-mortgage-encumbrance
  title: "Draft SNDA agreement for new mortgage encumbrance"
  domain: "Legal & Compliance"
  roles: ["Real estate paralegal", "Lease administrator", "Asset manager"]
  description: "Prepare a subordination, non-disturbance, and attornment agreement for execution by the tenant, landlord, and incoming lender when new financing or a refinance is placed on a property, tailored to each tenant's existing lease provisions."
  inputs: ["executed lease", "lender SNDA form template", "tenant contact information"]
  outputs: ["draft SNDA agreement"]
  automation: medium
  human_in_loop: sign-off
  tools: ["contract repository", "word processor"]
  frequency: ad-hoc
  trigger: "We're closing a refi on Elm Street — draft SNDAs for all three tenants"

- id: build-5-year-capex-reserve-schedule-from-property-condition
  title: "Build 5-year CapEx reserve schedule from property condition assessment deficiency log"
  domain: "Finance & Accounting"
  roles: ["Asset manager", "Property manager", "Real estate analyst"]
  description: "Translate a PCA/PCR deficiency log into a prioritized 5-year capital expenditure reserve schedule organized by building system (roof, HVAC, envelope, parking, life safety) with estimated costs, immediate vs. deferred classifications, and annual reserve funding recommendation."
  inputs: ["PCA/PCR deficiency report", "cost estimates by system", "priority and urgency classifications"]
  outputs: ["5-year CapEx reserve schedule", "annual reserve funding recommendation"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "asset management system"]
  frequency: ad-hoc
  trigger: "Turn the PCA findings into a 5-year CapEx plan with recommended annual reserves"

- id: draft-jurisdiction-compliant-notice-to-pay-rent-or-quit
  title: "Draft jurisdiction-compliant notice to pay rent or quit"
  domain: "Legal & Compliance"
  roles: ["Property manager", "Lease administrator", "Real estate paralegal"]
  description: "Generate a statutory monetary default notice calculating total arrears (base rent, CAM estimates, late charges, NSF fees, accrued interest) per lease terms, with the required cure period, proper service instructions, and jurisdiction-specific formatting."
  inputs: ["tenant payment ledger", "lease payment and late-fee provisions", "applicable state notice statute"]
  outputs: ["draft pay-or-quit notice", "service method instructions"]
  automation: high
  human_in_loop: review-before-send
  tools: ["property management system", "word processor"]
  frequency: monthly
  trigger: "Tenant in Unit 202 is 45 days past due — draft the statutory notice to pay or quit"

- id: calculate-and-document-ground-lease-rent-escalation
  title: "Calculate and document ground lease rent escalation"
  domain: "Finance & Accounting"
  roles: ["Lease administrator", "Property accountant", "Asset manager"]
  description: "Determine the new ground rent for a periodic escalation period under a CPI-indexed or fixed-step ground lease by verifying the applicable index values, applying the lease formula, capping at any stipulated maximum, and preparing a landlord notice with the calculation exhibit."
  inputs: ["ground lease rent escalation provision", "CPI index data or fixed step schedule", "prior rent amount", "notice requirement"]
  outputs: ["ground rent escalation calculation", "landlord rent adjustment notice"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "lease management system"]
  frequency: quarterly
  trigger: "The ground lease CPI adjustment is due — calculate the new rent and draft the notice"

- id: draft-hoa-cc-r-violation-notice-with-cure-period-and-fine-es
  title: "Draft HOA CC&R violation notice with cure period and fine escalation schedule"
  domain: "Legal & Compliance"
  roles: ["HOA community manager", "Community association manager", "HOA compliance coordinator"]
  description: "Generate a formal violation notice to a homeowner citing the exact CC&R or rule provision breached, the required cure period, the initial fine amount, and the escalating fine schedule per the association's enforcement policy and applicable state statute."
  inputs: ["violation inspection record", "cited CC&R or rule provision", "association fine schedule", "homeowner contact information"]
  outputs: ["violation notice letter"]
  automation: high
  human_in_loop: review-before-send
  tools: ["HOA management platform", "word processor"]
  frequency: weekly
  trigger: "Send a violation notice to 42 Oak Lane for the unapproved fence — include the fine escalation"

- id: prepare-cmbs-servicer-annual-rent-roll-certification
  title: "Prepare CMBS servicer annual rent roll certification"
  domain: "Finance & Accounting"
  roles: ["Asset manager", "Property accountant", "CMBS loan administrator"]
  description: "Format and certify the property rent roll in the exact form required by a CMBS or agency loan servicer for annual borrower reporting, including occupancy percentage, in-place base rent, lease expirations, option rights outstanding, and tenant sales volume for retail collateral."
  inputs: ["current rent roll", "executed lease abstracts", "tenant sales reports", "servicer reporting template"]
  outputs: ["executed CMBS rent roll certification"]
  automation: medium
  human_in_loop: sign-off
  tools: ["loan servicing portal", "spreadsheet", "lease management system"]
  frequency: quarterly
  trigger: "Prepare the rent roll cert for the servicer — they need it executed by month-end"

- id: reconcile-ti-allowance-draw-requests-against-lease-cap-deadl
  title: "Reconcile TI allowance draw requests against lease cap, deadline, and lien waiver conditions"
  domain: "Finance & Accounting"
  roles: ["Tenant improvement coordinator", "Lease administrator", "Property accountant"]
  description: "Review each TI allowance draw request against the lease-specified allowance cap, disbursement deadline, and conditional requirements (executed lien waivers, contractor sworn statements, architect certification), flagging draws that breach the cap, miss the deadline, or lack required supporting documentation before approving disbursement."
  inputs: ["TI allowance draw requests", "contractor invoices", "lien waivers and sworn statements", "lease TI allowance cap and deadline provisions"]
  outputs: ["TI allowance reconciliation ledger", "non-compliant draw flag report"]
  automation: medium
  human_in_loop: approve
  tools: ["property management system", "accounts payable system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Review the TI draw package for Suite 300 — confirm it meets the lease conditions before we wire"

- id: draft-percentage-rent-breakpoint-reconciliation-from-tenant
  title: "Draft percentage rent breakpoint reconciliation from tenant gross sales reports"
  domain: "Finance & Accounting"
  roles: ["Lease administrator", "Property accountant", "Retail asset manager"]
  description: "Compare tenant-submitted annual gross sales against natural and artificial breakpoints defined in the lease; compute overage rent owed above the breakpoint; draft the reconciliation statement and invoice or credit memo for the landlord billing cycle."
  inputs: ["Tenant annual gross sales report", "Lease abstract with breakpoint provisions and gross sales exclusions", "Base rent paid ledger"]
  outputs: ["Percentage rent reconciliation statement", "Overage rent invoice or credit memo"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["lease abstraction database", "spreadsheet", "accounting system"]
  frequency: quarterly
  trigger: "Tenant XYZ submitted their annual sales report. Calculate any percentage rent owed and draft the reconciliation statement."

- id: draft-non-monetary-lease-default-notice-for-covenant-breach
  title: "Draft non-monetary lease default notice for covenant breach"
  domain: "Legal & Compliance"
  roles: ["Lease administrator", "Property manager", "Real estate paralegal"]
  description: "When a tenant violates a non-payment covenant such as allowing property insurance to lapse, operating outside the permitted use clause, or making unauthorized alterations, draft a notice of default citing the specific lease section, stating the required cure action, and running the contractual cure period."
  inputs: ["Lease abstract with covenant provisions and cure period clauses", "Evidence of breach (expired COI, prohibited-use inspection note, or alteration photo log)", "Jurisdiction-specific notice requirements"]
  outputs: ["Notice of non-monetary default", "Delivery and tracking log"]
  automation: medium
  human_in_loop: sign-off
  tools: ["lease abstraction database", "document template library", "contract repository"]
  frequency: ad-hoc
  trigger: "Tenant in Suite 200 let their liability insurance lapse 45 days ago. Draft a default notice citing the insurance covenant and cure period."

- id: calculate-closing-proration-schedule-for-rents-security-depo
  title: "Calculate closing proration schedule for rents, security deposits, and real estate taxes"
  domain: "Finance & Accounting"
  roles: ["Closing coordinator", "Real estate transaction coordinator", "Property accountant"]
  description: "For a property acquisition or disposition, compute prorated amounts for collected and prepaid rents, security deposit transfers, real estate tax escrows, and CAM prepayments as of the closing date, and produce the adjustment schedule for incorporation into the closing or settlement statement."
  inputs: ["Rent roll with payment status", "Security deposit ledger", "Real estate tax bill and payment history", "CAM prepayment records", "Confirmed closing date"]
  outputs: ["Closing proration schedule", "Buyer-seller credit summary for settlement statement"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "accounting system", "closing management software"]
  frequency: ad-hoc
  trigger: "Closing on Parkview Plaza is set for July 15. Run the proration schedule for rents, deposits, and taxes so we can finalize the settlement statement."

- id: populate-sell-side-due-diligence-data-room-and-generate-docu
  title: "Populate sell-side due diligence data room and generate document gap report"
  domain: "Operations & Project Mgmt"
  roles: ["Real estate transaction coordinator", "Asset manager", "Acquisitions analyst"]
  description: "For a property going to market, collect all required leases, rent rolls, historical financials, service contracts, title commitments, survey, environmental reports, and inspection records; organize them into a virtual data room with a standardized folder taxonomy; produce an indexed checklist flagging outstanding or incomplete documents."
  inputs: ["Standard sell-side due diligence checklist", "Existing lease and financial files", "Service contracts", "Prior inspection and environmental reports", "Title and survey records"]
  outputs: ["Populated virtual data room", "Data room index", "Outstanding-document gap report"]
  automation: medium
  human_in_loop: approve
  tools: ["virtual data room", "document management system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "We're taking 123 Main Street to market next month. Set up the data room and tell me what documents we're still missing."

- id: summarize-reserve-fund-study-and-project-hoa-contribution-ad
  title: "Summarize reserve fund study and project HOA contribution adequacy"
  domain: "Finance & Accounting"
  roles: ["HOA manager", "Community association manager", "Reserve fund analyst"]
  description: "Extract the component inventory, remaining useful-life estimates, and replacement cost figures from a third-party reserve fund study; compare projected reserve expenditures against the current reserve balance and contribution rate; compute the percent-funded ratio and flag any shortfall that would require a special assessment or contribution increase recommendation to the board."
  inputs: ["Third-party reserve fund study", "Current reserve account balance", "Current monthly contribution per unit", "Existing budget"]
  outputs: ["Reserve adequacy summary", "10-year contribution and balance projection", "Shortfall or surplus memo for board"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "HOA management platform"]
  frequency: monthly
  trigger: "We just received the updated reserve study. Summarize it and tell me if our current $75/unit/month contribution keeps us adequately funded."

- id: build-free-rent-abatement-schedule-and-track-burn-off-agains
  title: "Build free-rent abatement schedule and track burn-off against lease commencement"
  domain: "Finance & Accounting"
  roles: ["Lease administrator", "Property accountant", "Lease accounting analyst"]
  description: "From the executed lease, extract all abatement periods, partial-abatement months, and any burn-off triggers; construct a month-by-month schedule showing cash rent, abated rent, and straight-line rent for ASC 842 or IFRS 16 purposes; flag the date each abatement period expires and reconcile against actual billing."
  inputs: ["Executed lease (abatement clauses, commencement date, term schedule)", "Lease abstract", "Tenant billing ledger"]
  outputs: ["Abatement and burn-off schedule", "Straight-line rent schedule", "Abatement expiry notice dates"]
  automation: high
  human_in_loop: spot-check
  tools: ["lease abstraction database", "spreadsheet", "lease accounting system"]
  frequency: ad-hoc
  trigger: "New tenant in Suite 410 has three months of free rent. Build the abatement schedule and tell me when billing should start."

- id: abstract-tenant-assignment-and-subletting-consent-requiremen
  title: "Abstract tenant assignment and subletting consent requirements across lease portfolio"
  domain: "Legal & Compliance"
  roles: ["Lease administrator", "Portfolio manager", "Real estate paralegal"]
  description: "Review each lease in the portfolio and extract the conditions under which a tenant may assign the lease or sublease space, including required landlord consent, permitted-transfer carve-outs, recapture rights, profit-sharing provisions, and notice periods; compile the results into a consent-requirements matrix for efficient deal evaluation."
  inputs: ["Executed leases or lease abstracts", "Tenant roster with suite list"]
  outputs: ["Assignment and subletting consent requirements matrix", "Recapture and profit-sharing flag list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["lease abstraction database", "contract repository", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Tenant in Building B wants to sublet half their space. Pull the assignment and subletting provisions across all our leases so I can evaluate this request and flag any recapture rights."

- id: extract-and-map-hmda-lar-fields-for-ffiec-annual-submission
  title: "Extract and map HMDA LAR fields for FFIEC annual submission"
  domain: "Legal & Compliance"
  roles: ["HMDA compliance analyst", "Mortgage compliance officer", "CRA compliance analyst"]
  description: "Pull residential mortgage application and origination records from the loan origination system, apply HMDA field-mapping rules to each record, and build the Loan Application Register file — flagging GMI collection errors, rate spread outliers, and missing required fields before the FFIEC submission deadline."
  inputs: ["LOS data export", "HMDA data filing instructions", "Prior-year LAR", "Field mapping guide"]
  outputs: ["HMDA LAR file", "Data quality exception report"]
  automation: high
  human_in_loop: spot-check
  tools: ["Loan origination system", "Data mapping tool", "Spreadsheet", "Regulatory filing portal"]
  frequency: quarterly
  trigger: "Pull the Q3 HMDA LAR extract from the LOS and flag any GMI collection gaps or rate spread outliers before the annual filing"

- id: build-dfast-loan-level-stress-test-data-input-package
  title: "Build DFAST loan-level stress test data input package"
  domain: "Finance & Accounting"
  roles: ["Credit risk analyst", "Stress testing analyst", "Regulatory capital analyst"]
  description: "Extract commercial and consumer loan records from core systems, apply DFAST variable definitions and credit quality classifications, and assemble the loan-level data tape for Dodd-Frank Act Stress Test submission to the prudential regulator, including a validation report against the Fed's filing spec."
  inputs: ["Loan tape extract", "Credit risk system outputs", "DFAST filing instructions", "Variable definition guide"]
  outputs: ["DFAST loan-level data file", "Submission validation report", "Data quality exceptions log"]
  automation: high
  human_in_loop: approve
  tools: ["Core banking system", "Credit risk platform", "Spreadsheet", "Regulatory reporting platform"]
  frequency: quarterly
  trigger: "Fed DFAST submission window opens in 3 weeks — build the loan-level input tape from the current portfolio extract per the current instructions"

- id: draft-regulation-cc-exception-hold-notice-for-check-deposit
  title: "Draft Regulation CC exception hold notice for check deposit"
  domain: "Customer Success & Support"
  roles: ["Deposit operations analyst", "Branch operations specialist", "Retail banking compliance analyst"]
  description: "Identify the applicable Regulation CC exception category for a check deposit, calculate the extended funds availability date, and generate the written notice specifying the hold reason, availability schedule, and customer recourse language within the required one-business-day window."
  inputs: ["Deposit details", "Check characteristics", "Hold exception category", "Customer account history", "Reg CC availability schedule"]
  outputs: ["Regulation CC exception hold notice"]
  automation: high
  human_in_loop: spot-check
  tools: ["Core banking system", "Document generation system"]
  frequency: daily
  trigger: "New account customer deposited a $12,000 business check today — generate the Reg CC exception hold notice with the correct availability date"

- id: generate-brinson-fachler-portfolio-performance-attribution-r
  title: "Generate Brinson-Fachler portfolio performance attribution report"
  domain: "Finance & Accounting"
  roles: ["Portfolio analyst", "Wealth management associate", "Performance measurement analyst", "Investment operations analyst"]
  description: "Calculate period returns by asset class sleeve, decompose active return into allocation, selection, and interaction effects using Brinson-Fachler methodology, and compile a formatted quarterly client report with benchmark comparison and commentary on key return drivers."
  inputs: ["Portfolio holdings history", "Transaction records", "Benchmark return data", "IPS target weights by asset class"]
  outputs: ["Brinson attribution report", "Asset class contribution table", "Benchmark vs. portfolio return summary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Portfolio accounting system", "Performance measurement system", "Reporting platform"]
  frequency: quarterly
  trigger: "Need the Q2 Brinson attribution report for the Henderson family office — show allocation and selection effects vs. the blended benchmark by sleeve"

- id: draft-reg-b-adverse-action-notice-for-credit-application-den
  title: "Draft Reg B adverse action notice for credit application denial"
  domain: "Legal & Compliance"
  roles: ["Credit underwriter", "Consumer lending compliance analyst", "Commercial banking analyst"]
  description: "Map the specific underwriting denial reasons to the ECOA/Regulation B principal reason code list and draft the written adverse action notice required within 30 days of the credit decision, appending FCRA disclosure language where a consumer report was used."
  inputs: ["Underwriting decision memo", "Denial reason codes", "Application details", "Credit report usage indicator"]
  outputs: ["Adverse action notice draft", "Denial reason code mapping"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Loan origination system", "Document generation system"]
  frequency: daily
  trigger: "Declined this home equity application on DTI and credit history — draft the Reg B adverse action notice with principal reasons and the FCRA disclosure"

- id: compile-cecl-allowance-for-credit-losses-rollforward-schedul
  title: "Compile CECL allowance for credit losses rollforward schedule"
  domain: "Finance & Accounting"
  roles: ["Credit risk analyst", "Loan loss reserve analyst", "Financial reporting analyst"]
  description: "Aggregate loan pool balances, PD/LGD model outputs, and qualitative adjustment factors to compute the period-end CECL allowance, producing a rollforward from the prior-period ACL balance with provision expense, charge-offs, and recoveries reconciled to the general ledger."
  inputs: ["Loan pool data by segment", "PD/LGD model run outputs", "Q-factor memo", "Prior-period ACL balance", "Charge-off and recovery detail"]
  outputs: ["CECL allowance rollforward schedule", "Provision expense amount", "ACL-to-loans coverage ratio summary"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Credit risk model", "Spreadsheet", "General ledger", "Financial reporting platform"]
  frequency: quarterly
  trigger: "Quarter-end close is tomorrow — compile the CECL rollforward with pool-level PD/LGD outputs and the Q-factor adjustments approved by credit"

- id: draft-cra-assessment-area-performance-context-and-community
  title: "Draft CRA assessment area performance context and community development narrative"
  domain: "Legal & Compliance"
  roles: ["CRA officer", "CRA compliance analyst", "Community development officer"]
  description: "Compile assessment area demographics, HMDA peer lending comparisons, and community development investment totals into the performance context narrative that contextualizes the bank's CRA exam results relative to peer activity and identified community credit needs."
  inputs: ["Assessment area demographic data", "HMDA peer comparison data", "Community development activity log", "Prior CRA exam results"]
  outputs: ["CRA performance context narrative", "Assessment area fact sheet", "Community development investment summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["GIS mapping tool", "HMDA peer data tool", "Spreadsheet", "Document editor"]
  frequency: quarterly
  trigger: "OCC exam team arrives in 6 weeks — draft the CRA performance context narrative for our three assessment areas using the latest HMDA peer data"

- id: prepare-fincen-114-fbar-filing-package-from-client-foreign-a
  title: "Prepare FinCEN 114 (FBAR) filing package from client foreign account records"
  domain: "Legal & Compliance"
  roles: ["FBAR compliance specialist", "Wealth management compliance analyst", "Tax compliance officer"]
  description: "Aggregate client-reported foreign financial account details, compute maximum account values converted at applicable spot rates, and assemble the FinCEN 114 FBAR filing package with per-account supporting documentation for each reportable account exceeding the $10,000 aggregate threshold."
  inputs: ["Client foreign account statements", "Account maximum value records", "FX spot rates", "Prior-year FBAR", "Customer identification documents"]
  outputs: ["Completed FinCEN 114 filing package", "Maximum account value schedule", "Supporting documentation checklist"]
  automation: high
  human_in_loop: sign-off
  tools: ["FBAR filing portal", "Spreadsheet", "Document management system"]
  frequency: ad-hoc
  trigger: "Client has four foreign accounts this year — prepare their FBAR package with maximum value calculations and supporting docs for sign-off"

- id: prepare-flood-zone-determination-and-nfip-insurance-complian
  title: "Prepare flood zone determination and NFIP insurance compliance memo"
  domain: "Legal & Compliance"
  roles: ["Mortgage compliance analyst", "Flood compliance specialist", "Loan operations analyst"]
  description: "Review the Standard Flood Hazard Determination Form for a loan collateral property, confirm Special Flood Hazard Area status, verify that insurance coverage meets the lesser-of calculation under the National Flood Insurance Program rules, and document the compliance determination with a force-place trigger flag if coverage is deficient."
  inputs: ["Standard Flood Hazard Determination Form (SFHDF)", "Property appraisal", "Loan amount", "Flood insurance policy declarations page"]
  outputs: ["Flood compliance determination memo", "Insurance coverage adequacy calculation", "Force-place trigger flag if deficient"]
  automation: high
  human_in_loop: spot-check
  tools: ["Flood determination platform", "Loan origination system", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "New purchase mortgage in a potential flood zone — run the determination and verify the insurance coverage meets the lesser-of requirement"

- id: build-cet1-regulatory-capital-ratio-calculation-workbook
  title: "Build CET1 regulatory capital ratio calculation workbook"
  domain: "Finance & Accounting"
  roles: ["Regulatory capital analyst", "Capital planning analyst", "Treasury analyst"]
  description: "Aggregate risk-weighted asset totals by Basel III category, apply CET1 deduction rules for goodwill, deferred tax assets, and minority interest, and compute the Common Equity Tier 1 ratio with capital buffer headroom relative to regulatory minimums and internal targets, including a sensitivity table for RWA movements."
  inputs: ["Balance sheet extract", "RWA schedule by category", "Capital deduction items", "Regulatory minimum and internal target thresholds"]
  outputs: ["CET1 ratio calculation workbook", "Capital buffer headroom summary", "RWA sensitivity table"]
  automation: high
  human_in_loop: approve
  tools: ["Capital management system", "Spreadsheet", "Financial reporting platform"]
  frequency: monthly
  trigger: "Month-end RWA run is in — build the CET1 workbook and show buffer headroom against the stress capital buffer and the 4.5% floor"

- id: draft-annual-gramm-leach-bliley-regulation-p-privacy-notice
  title: "Draft annual Gramm-Leach-Bliley Regulation P privacy notice"
  domain: "Legal & Compliance"
  roles: ["Privacy compliance officer", "Bank compliance analyst", "Consumer compliance analyst"]
  description: "Review the bank's current data-sharing and affiliate marketing practices, map them to Regulation P sharing categories, and draft the annual privacy notice in the model form layout, identifying any opt-out rights that must be disclosed and flagging practices that have changed since the prior notice."
  inputs: ["Current data-sharing practice inventory", "Affiliate list", "Regulation P model form template", "Prior-year privacy notice"]
  outputs: ["Updated annual privacy notice draft", "Opt-out disclosure checklist", "Changed-practice flag summary"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Document editor", "Compliance management system"]
  frequency: ad-hoc
  trigger: "Time for the annual Reg P privacy notice — draft it using the model form and flag any data-sharing practices that changed since last year"

- id: flag-regulation-d-excess-transaction-violations-and-draft-ac
  title: "Flag Regulation D excess transaction violations and draft account-holder notices"
  domain: "Customer Success & Support"
  roles: ["Deposit operations analyst", "Retail banking compliance analyst", "Member services representative"]
  description: "Identify savings and money market accounts that exceeded the statement-cycle limit on convenient transfers, generate the required excess-transaction notice letters, and compile a repeat-violator escalation list for account reclassification review."
  inputs: ["Account transaction register", "Cycle transfer counts by transaction category", "Reg D transaction limit rules", "Prior-cycle violation log"]
  outputs: ["Excess-transaction notice letters", "Repeat-violation escalation list", "Account reclassification candidates"]
  automation: high
  human_in_loop: spot-check
  tools: ["Core banking system", "Document generation system"]
  frequency: monthly
  trigger: "Pull last month's savings accounts that hit the Reg D transfer limit and generate the excess-transaction notices"

- id: prepare-loan-workout-scenario-analysis-and-modification-term
  title: "Prepare loan workout scenario analysis and modification term sheet"
  domain: "Finance & Accounting"
  roles: ["Credit workout analyst", "Special assets officer", "Commercial lending officer", "Loan restructuring analyst"]
  description: "Model restructuring scenarios for a distressed commercial borrower — rate reduction, principal deferral, and maturity extension — compute the net present value of each scenario relative to a liquidation baseline, and produce a workout analysis memo with a recommended modification term sheet and TDR classification assessment."
  inputs: ["Current loan terms", "Borrower financial statements", "Collateral appraisal", "Liquidation analysis", "Discount rate assumptions"]
  outputs: ["Workout scenario analysis", "NPV comparison table", "Recommended modification term sheet", "TDR classification assessment"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Financial spreading tool", "Spreadsheet", "Credit agreement database", "Loan management system"]
  frequency: ad-hoc
  trigger: "Borrower is requesting a modification — model a rate reduction vs. principal deferral vs. term extension and show NPV against liquidation for the credit committee"

- id: draft-bank-ctr-from-teller-cash-in-cash-out-activity-at-or-a
  title: "Draft bank CTR from teller cash-in/cash-out activity at or above reporting threshold"
  domain: "Legal & Compliance"
  roles: ["BSA analyst", "Teller supervisor", "Compliance operations specialist"]
  description: "Aggregate same-day cash transactions for a customer meeting or exceeding the $10,000 BSA reporting threshold across all teller windows and complete FinCEN Form 104 (Currency Transaction Report) with conductor, account holder, and transaction fields for timely 15-day filing."
  inputs: ["teller activity log", "customer profile", "prior CTR exemption list", "aggregate cash transaction report"]
  outputs: ["FinCEN Form 104 draft", "CTR batch filing package", "CTR log entry"]
  automation: high
  human_in_loop: review-before-send
  tools: ["core banking system", "BSA compliance platform", "regulatory filing portal"]
  frequency: daily
  trigger: "Flag today's cash transactions hitting the $10K CTR threshold and draft the FinCEN Form 104 filings"

- id: build-ach-return-item-exception-workpaper-and-draft-originat
  title: "Build ACH return-item exception workpaper and draft originator cure notification"
  domain: "Finance & Accounting"
  roles: ["ACH operations analyst", "Payments operations specialist", "Banking operations analyst"]
  description: "Match RDFI return items against the origination batch file by SEC code and reason code (R01–R29), tally return exposure and rate by originator, and draft the notification to the originating customer citing the NACHA rule and required cure or re-origination guidance."
  inputs: ["ACH return file", "origination batch records", "NACHA return reason code reference", "originator agreement"]
  outputs: ["return exception workpaper", "originator notification letter", "return rate monitoring report"]
  automation: high
  human_in_loop: review-before-send
  tools: ["ACH processing platform", "spreadsheet", "email", "core banking system"]
  frequency: daily
  trigger: "Today's ACH returns came in — build the exception workpaper and draft the originator notifications"

- id: validate-ffiec-call-report-rc-c-loan-coding-and-document-edi
  title: "Validate FFIEC Call Report RC-C loan coding and document edit-check exceptions"
  domain: "Finance & Accounting"
  roles: ["Call Report preparer", "Regulatory reporting analyst", "Bank controller"]
  description: "Run FFIEC-prescribed edit checks on the RC-C loan and lease schedule against the general ledger trial balance, identify misfiled loan category, past-due bucket, and charge-off coding errors, and produce a documented exception log with explanations for the quarterly submission package."
  inputs: ["draft RC-C loan schedule", "loan system data extract", "prior-quarter Call Report", "FFIEC edit check matrix", "GL trial balance"]
  outputs: ["edit-check exception log", "variance commentary memo", "corrected RC-C schedule", "FFIEC submission-ready package"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Call Report preparation software", "loan accounting system", "spreadsheet", "regulatory filing portal"]
  frequency: quarterly
  trigger: "The Q3 Call Report RC-C edits flagged three coding exceptions — document them and prep the corrected schedule for sign-off"

- id: compile-periodic-kyc-cdd-refresh-documentation-request-for-h
  title: "Compile periodic KYC/CDD refresh documentation request for high-risk customer review"
  domain: "Legal & Compliance"
  roles: ["KYC analyst", "AML compliance analyst", "Relationship manager"]
  description: "Pull the existing CDD file for a high-risk customer approaching their periodic review date, identify stale or missing documents (updated beneficial ownership certification, source-of-wealth statement, refreshed financials), and generate a tailored documentation request letter to the customer."
  inputs: ["existing CDD file", "periodic review cycle schedule", "customer relationship profile", "document expiry and refresh rules"]
  outputs: ["documentation gap list", "customer CDD refresh request letter", "updated review due-date log"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["KYC platform", "document management system", "CRM", "email"]
  frequency: monthly
  trigger: "These 14 high-risk clients are due for their annual CDD refresh — generate their documentation request letters"

- id: draft-ucc-lien-search-summary-and-security-interest-perfecti
  title: "Draft UCC lien search summary and security interest perfection memo for commercial loan closing"
  domain: "Legal & Compliance"
  roles: ["Loan documentation specialist", "Commercial lender", "Credit analyst"]
  description: "Review state UCC lien search results for the proposed collateral, identify prior perfected security interests, and produce a memo confirming lien priority, required termination statements, and filing instructions to perfect the bank's first-lien position before closing."
  inputs: ["UCC lien search results", "collateral description", "loan commitment letter", "existing lien terminations or subordinations"]
  outputs: ["lien search summary memo", "security interest perfection checklist", "lien priority analysis notes", "required UCC-3 termination list"]
  automation: medium
  human_in_loop: approve
  tools: ["UCC search platform", "document repository", "lien filing system"]
  frequency: ad-hoc
  trigger: "The UCC searches came back on this commercial loan — draft the lien summary and perfection memo before we go to closing"

- id: assemble-bec-wire-fraud-investigation-memo-and-sar-referral
  title: "Assemble BEC wire fraud investigation memo and SAR referral package"
  domain: "Legal & Compliance"
  roles: ["Bank fraud analyst", "Fraud investigator", "BSA analyst"]
  description: "Compile the sequence of events, wire transaction details, beneficiary account information, and business email compromise indicators (domain spoofing, urgency language, instruction changes) into a structured investigation memo supporting a SAR filing and optional law enforcement referral under FinCEN guidance."
  inputs: ["wire transaction records", "customer communication logs", "beneficiary account details", "fraud alert or customer complaint", "IP and device metadata"]
  outputs: ["BEC investigation memo", "SAR narrative input", "FinCEN financial institution contact form draft", "law enforcement referral package"]
  automation: medium
  human_in_loop: approve
  tools: ["wire transfer system", "fraud case management system", "core banking system", "email forensics tool"]
  frequency: ad-hoc
  trigger: "A customer is reporting their $120K wire was fraudulent — assemble the BEC investigation memo for SAR filing and law enforcement referral"

- id: audit-ira-beneficiary-designations-and-draft-missing-or-stal
  title: "Audit IRA beneficiary designations and draft missing or stale-designation notices"
  domain: "Finance & Accounting"
  roles: ["IRA administrator", "Trust operations analyst", "Wealth operations analyst"]
  description: "Compare IRA account holder beneficiary designations on file against current account records to identify missing, ambiguous, or outdated designations (deceased primary beneficiaries, former spouses post-divorce), and draft personalized outreach notices prompting customers to update their election."
  inputs: ["IRA account roster", "beneficiary designation records on file", "death notification registry", "plan document designation rules"]
  outputs: ["beneficiary designation gap report", "draft customer outreach notices", "updated beneficiary audit log"]
  automation: high
  human_in_loop: review-before-send
  tools: ["retirement account platform", "document management system", "email"]
  frequency: ad-hoc
  trigger: "Run the annual IRA beneficiary designation audit and generate notices for accounts with missing or outdated designations"

- id: draft-subrogation-demand-letter-to-adverse-carrier
  title: "Draft subrogation demand letter to adverse carrier"
  domain: "Legal & Compliance"
  roles: ["Subrogation specialist", "Subrogation analyst", "Claims adjuster"]
  description: "Using paid claim details, liability evidence, and applicable tort statutes, draft a formal demand letter to the adverse party's insurer asserting the carrier's right to recover paid losses and requesting reimbursement within a statutory deadline."
  inputs: ["Claim file", "Proof of payment", "Police or incident report", "Adjudication notes", "Coverage confirmation"]
  outputs: ["Subrogation demand letter", "Recovery tracking entry"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Claims management system", "Document template", "Correspondence tracker"]
  frequency: ad-hoc
  trigger: "Draft a subrogation demand to the adverse carrier for claim #CLM-2024-4471 — we paid $18,400 and their insured was 100% at fault."

- id: compile-paid-and-incurred-loss-development-triangles
  title: "Compile paid and incurred loss development triangles"
  domain: "Data & Reporting (BI)"
  roles: ["Actuarial analyst", "Actuarial associate", "Loss reserving analyst"]
  description: "Extract paid and incurred loss data by accident year and development lag from the claims system, then arrange into a square development triangle formatted for chain-ladder analysis and actuarial IBNR review."
  inputs: ["Claims data export", "Policy period boundaries", "Prior triangle version"]
  outputs: ["Paid loss development triangle", "Incurred loss development triangle", "Data reconciliation footnotes"]
  automation: high
  human_in_loop: spot-check
  tools: ["Claims management system", "Spreadsheet", "Statistical software"]
  frequency: quarterly
  trigger: "Pull the latest paid and incurred triangles for the GL line through Q2 2026, 10 accident years, and flag any data anomalies."

- id: process-mid-term-endorsement-from-policyholder-change-reques
  title: "Process mid-term endorsement from policyholder change request"
  domain: "Operations & Project Mgmt"
  roles: ["Policy service representative", "Policy administrator", "Underwriting assistant"]
  description: "Review an incoming mid-term change request (e.g., add a scheduled vehicle, update named insured, change deductible), validate eligibility under current underwriting guidelines, calculate the pro-rata or short-rate premium adjustment, and issue the endorsement form."
  inputs: ["Change request form", "Current policy declarations page", "Rating worksheet", "Underwriting guidelines"]
  outputs: ["Endorsement form", "Pro-rata premium adjustment notice", "Updated declarations page"]
  automation: medium
  human_in_loop: approve
  tools: ["Policy administration system", "Rating engine", "Document management"]
  frequency: daily
  trigger: "The insured on policy #PA-88821 wants to add a 2024 Ford F-150 VIN 1FTFW1EF5NFA00001 effective today — generate the endorsement and premium change notice."

- id: prepare-reinsurance-treaty-bordereau-for-quarterly-cession-r
  title: "Prepare reinsurance treaty bordereau for quarterly cession reporting"
  domain: "Finance & Accounting"
  roles: ["Reinsurance accountant", "Ceded reinsurance analyst", "Treaty accountant"]
  description: "Aggregate ceded written premium, ceded earned premium, ceded losses, and IBNR by treaty layer and reporting period, format into the reinsurance bordereau template required by each treaty, and reconcile totals to general ledger cession entries before submission to the reinsurer."
  inputs: ["Treaty schedules", "Ceded premium register", "Loss bordereau from claims", "GL cession entries"]
  outputs: ["Quarterly reinsurance bordereau", "Cession reconciliation worksheet", "Reinsurer submission package"]
  automation: medium
  human_in_loop: approve
  tools: ["Reinsurance accounting system", "Spreadsheet", "General ledger"]
  frequency: quarterly
  trigger: "Build the Q2 bordereau for our property cat XL treaty — pull ceded premiums and losses and reconcile to the GL before sending to the reinsurer."

- id: audit-itemized-medical-bills-against-cpt-codes-and-state-fee
  title: "Audit itemized medical bills against CPT codes and state fee schedule"
  domain: "Finance & Accounting"
  roles: ["Medical bill reviewer", "Bodily injury adjuster", "Claims examiner"]
  description: "Compare line items on a claimant's UB-04 or HCFA-1500 against the treating provider's CPT and ICD-10 codes and the applicable state fee schedule, flag upcoding, unbundling, or duplicate charges, and produce an adjusted payment recommendation."
  inputs: ["UB-04 or HCFA-1500 billing form", "Medical records summary", "State fee schedule", "Claim file"]
  outputs: ["Bill audit worksheet", "Adjusted payment recommendation", "Dispute letter (if applicable)"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Claims management system", "Bill review platform", "Fee schedule database"]
  frequency: ad-hoc
  trigger: "The hospital sent a $42,000 itemized bill for claimant on claim #BI-55123 — audit it against the state fee schedule and flag any upcoding or unbundling."

- id: assemble-state-rate-and-form-filing-package-for-doi-submissi
  title: "Assemble state rate and form filing package for DOI submission"
  domain: "Legal & Compliance"
  roles: ["Compliance filing specialist", "Regulatory affairs analyst", "Actuarial filing analyst"]
  description: "Compile actuarial support exhibits, rate justification memorandum, SERFF transaction forms, specimen policy forms, and signature pages required for a state insurance department rate or form filing, applying the state-specific SERFF checklist."
  inputs: ["Rate revision analysis", "Policy form drafts", "Prior DOI approval references", "SERFF filing checklist"]
  outputs: ["SERFF filing package", "Actuarial rate memorandum", "Filing cover letter"]
  automation: medium
  human_in_loop: sign-off
  tools: ["SERFF", "Document management", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "We're filing a 6.4% rate increase for our homeowners program in Florida — assemble the SERFF package with full actuarial support docs."

- id: generate-acord-certificate-of-insurance-with-additional-insu
  title: "Generate ACORD certificate of insurance with additional insured language"
  domain: "Operations & Project Mgmt"
  roles: ["Policy service representative", "Certificate specialist", "Customer service representative"]
  description: "Pull coverage details from the active policy record, populate an ACORD 25 certificate template, insert required additional insured or waiver of subrogation endorsement language, and issue the certificate to the requesting third-party certificate holder."
  inputs: ["Certificate request", "Active policy record", "Additional insured endorsement language", "Certificate holder details"]
  outputs: ["ACORD 25 certificate of insurance", "Additional insured endorsement"]
  automation: high
  human_in_loop: spot-check
  tools: ["Policy administration system", "Certificate management system", "Document template"]
  frequency: daily
  trigger: "Generate a COI for ABC Construction on policy #CGL-20019 — the certificate holder needs additional insured status per their contract."

- id: triage-fnol-intake-and-assign-initial-claim-severity-tier
  title: "Triage FNOL intake and assign initial claim severity tier"
  domain: "Customer Success & Support"
  roles: ["Claims intake specialist", "First notice of loss representative", "Claims triage analyst"]
  description: "Capture structured FNOL data from phone, web portal, or EDI feed, apply severity scoring rules based on injury involvement, coverage type, and estimated damage, assign a severity tier, and route the new claim to the appropriate adjuster queue or field assignment."
  inputs: ["FNOL form or call transcript", "Coverage summary", "Severity scoring matrix"]
  outputs: ["Claim record", "Severity tier assignment", "Adjuster queue routing", "FNOL acknowledgment letter"]
  automation: high
  human_in_loop: spot-check
  tools: ["Claims management system", "Severity scoring engine", "Telephony or IVR platform"]
  frequency: daily
  trigger: "An FNOL just came in for a multi-vehicle accident with injuries on policy #AU-30045 — enter the claim, score severity, and route to the right adjuster."

- id: validate-statutory-cancellation-notice-against-state-specifi
  title: "Validate statutory cancellation notice against state-specific requirements"
  domain: "Legal & Compliance"
  roles: ["Policy service representative", "Compliance analyst", "Underwriting assistant"]
  description: "Before issuing a cancellation or non-renewal notice, verify that the stated reason code, advance notice period, required statutory language, and permissible delivery method comply with the insured's state regulations, and flag any deficiencies before issuance."
  inputs: ["Draft cancellation or non-renewal notice", "State cancellation statute checklist", "Policy record", "Reason code reference"]
  outputs: ["Compliance review checklist", "Corrected notice (if needed)", "Compliance sign-off memo"]
  automation: high
  human_in_loop: approve
  tools: ["Policy administration system", "Regulatory compliance library", "Document management"]
  frequency: ad-hoc
  trigger: "We're cancelling policy #HO-77312 in Texas for non-payment — verify the notice period, reason code, and statutory language before we send it."

- id: draft-claim-reserve-adequacy-memo-for-supervisory-approval
  title: "Draft claim reserve adequacy memo for supervisory approval"
  domain: "Finance & Accounting"
  roles: ["Claims examiner", "Senior claims adjuster", "Reserve analyst"]
  description: "Summarize current case reserve against projected ultimate exposure using coverage analysis, medical records, repair estimates, and comparable verdict or settlement data, and draft a reserve recommendation memo with supporting rationale for supervisor approval."
  inputs: ["Claim file", "Current reserve amount", "Comparable verdict or settlement data", "Coverage analysis", "Medical or damage reports"]
  outputs: ["Reserve recommendation memo", "Reserve change request"]
  automation: medium
  human_in_loop: approve
  tools: ["Claims management system", "Reserve benchmarking database", "Document management"]
  frequency: ad-hoc
  trigger: "Claim #LI-99231 has a $50K reserve but the plaintiff just disclosed a major surgery — draft a reserve adequacy memo recommending an increase."

- id: calculate-surplus-lines-tax-and-prepare-stamping-office-fili
  title: "Calculate surplus lines tax and prepare stamping office filing"
  domain: "Legal & Compliance"
  roles: ["Surplus lines analyst", "E&S lines administrator", "Compliance filing specialist"]
  description: "For a non-admitted placement, calculate the applicable state surplus lines premium tax and stamping office fee, complete the surplus lines affidavit and stamping form, and prepare the package for submission to the state stamping office within the statutory deadline."
  inputs: ["Bound policy declaration", "Premium allocation by state", "Surplus lines tax rate schedule", "Stamping office form template"]
  outputs: ["Surplus lines affidavit", "Stamping office submission form", "Tax payment calculation worksheet"]
  automation: high
  human_in_loop: approve
  tools: ["Surplus lines management system", "Tax rate database", "Document management"]
  frequency: ad-hoc
  trigger: "We just bound a $2.1M E&S property risk in California — calculate the surplus lines tax, fill the affidavit, and prep the SLIP stamping submission."

- id: reconcile-facultative-reinsurance-certificate-cessions-to-ac
  title: "Reconcile facultative reinsurance certificate cessions to accounting ledger"
  domain: "Finance & Accounting"
  roles: ["Reinsurance accountant", "Ceded reinsurance analyst", "Facultative underwriter"]
  description: "Match gross written premium and ceded share on each facultative certificate to amounts posted in the reinsurance accounting ledger, identify discrepancies caused by rate differences or mid-term endorsement adjustments, and produce a reconciliation exception report with correcting journal entries."
  inputs: ["Facultative certificates", "Ceded premium register", "Reinsurance accounting ledger", "Endorsement log"]
  outputs: ["Facultative premium reconciliation report", "Exception log", "Correcting journal entries"]
  automation: high
  human_in_loop: spot-check
  tools: ["Reinsurance accounting system", "Spreadsheet", "General ledger"]
  frequency: monthly
  trigger: "Reconcile this quarter's facultative cessions for the property book and flag any cert where the booked premium doesn't match the certificate ceded share."

- id: assemble-five-year-loss-run-for-broker-renewal-submission
  title: "Assemble five-year loss run for broker renewal submission"
  domain: "Data & Reporting (BI)"
  roles: ["Underwriting assistant", "Broker service representative", "Loss control analyst"]
  description: "Extract five years of claim history by policy period from the claims system, calculate loss ratios and frequency and severity metrics, format the output per the broker or market template requirements, and attach it to the renewal submission package."
  inputs: ["Claims data export", "Policy premium history", "Broker or market submission template"]
  outputs: ["Formatted loss run report", "Loss ratio and frequency summary", "Renewal submission attachment"]
  automation: high
  human_in_loop: spot-check
  tools: ["Claims management system", "Policy administration system", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "Pull a 5-year loss run for account #ACC-10022 in the Lloyd's format — we're submitting the renewal next week."

- id: draft-reservation-of-rights-letter-citing-specific-policy-ex
  title: "Draft reservation of rights letter citing specific policy exclusions"
  domain: "Legal & Compliance"
  roles: ["Senior claims examiner", "Coverage counsel", "Claims litigation specialist"]
  description: "When coverage is uncertain or a potential exclusion applies, draft a reservation of rights (ROR) letter to the named insured citing the specific policy provisions, conditions, and exclusions at issue, preserving the carrier's right to later disclaim coverage while the investigation continues."
  inputs: ["Claim file", "Policy form and endorsements", "Coverage analysis memo"]
  outputs: ["Reservation of rights letter", "Coverage position log entry"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Claims management system", "Document management", "Word processor"]
  frequency: ad-hoc
  trigger: "Draft a reservation of rights letter for claim #12345 — potential pollution exclusion issue on the GL policy"

- id: reconcile-workers-comp-premium-audit-worksheet-to-policyhold
  title: "Reconcile workers' comp premium audit worksheet to policyholder payroll records"
  domain: "Finance & Accounting"
  roles: ["Premium auditor", "Underwriting support analyst", "Workers' comp audit specialist"]
  description: "Compare the final premium audit worksheet classifications and reported payrolls to the policyholder's tax filings, certified payroll records, and certificates of insurance to validate the earned-premium adjustment and resolve classification disputes before issuing the final audit bill."
  inputs: ["Estimated premium schedule", "Policyholder payroll records", "941/SUTA tax filings", "Audit worksheet draft"]
  outputs: ["Audit variance report", "Final earned-premium statement", "Classification dispute log"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Audit management system", "Policy administration system", "Spreadsheet"]
  frequency: monthly
  trigger: "Reconcile the premium audit worksheet for account #789 — their reported payroll doesn't match what we have on file"

- id: flag-medicare-secondary-payer-obligations-and-prepare-condit
  title: "Flag Medicare Secondary Payer obligations and prepare conditional payment query"
  domain: "Legal & Compliance"
  roles: ["MSP compliance specialist", "Workers' comp claims adjuster", "Liability claims examiner"]
  description: "For claims involving Medicare beneficiaries, determine Section 111 MMSEA reporting obligations, submit a conditional payment query to CMS to obtain the current Medicare lien amount, and document the lien satisfaction requirement before finalizing settlement."
  inputs: ["Claimant Medicare eligibility data", "Claim details and settlement parameters", "Section 111 reporting threshold"]
  outputs: ["Section 111 query and response record", "Conditional payment demand amount", "MSP compliance checklist"]
  automation: medium
  human_in_loop: approve
  tools: ["MMSEA Section 111 reporting system", "Claims management system", "Compliance tracking log"]
  frequency: ad-hoc
  trigger: "Check MSP obligations for claimant Jane Doe before we finalize the WC settlement — she's a Medicare beneficiary"

- id: compile-catastrophe-event-exposure-aggregate-by-perimeter-fo
  title: "Compile catastrophe event exposure aggregate by perimeter for reinsurance notification"
  domain: "Operations & Project Mgmt"
  roles: ["CAT response coordinator", "Claims operations analyst", "Catastrophe management analyst"]
  description: "Following a declared catastrophe event, extract all in-force policies within the affected geographic perimeter, aggregate total insured value (TIV) and policy count by line of business, county, and coverage type, and produce the CAT event exposure report to support reinsurance treaty notification and field adjuster deployment."
  inputs: ["Event perimeter (ZIP codes or counties)", "Policyholder location and coverage data", "Reinsurance treaty notification thresholds"]
  outputs: ["CAT event exposure report", "Affected policy count by line", "TIV aggregation by county", "Reinsurance notification draft"]
  automation: high
  human_in_loop: spot-check
  tools: ["GIS mapping tool", "Policy administration system", "Spreadsheet", "Catastrophe management platform"]
  frequency: ad-hoc
  trigger: "Hurricane landfall confirmed in Gulf Coast counties — pull all in-force policies within the declared perimeter and aggregate TIV by line for the reinsurer notification"

- id: compile-unit-statistical-plan-data-for-rating-bureau-submiss
  title: "Compile unit statistical plan data for rating bureau submission"
  domain: "Finance & Accounting"
  roles: ["Statistical reporting analyst", "Actuarial data analyst", "Compliance filing specialist"]
  description: "Extract unit statistical records — policy, premium, loss, and exposure data keyed to classification codes and policy periods — from the policy and claims systems, validate against bureau edit criteria (NCCI, ISO, or state bureau), and format the submission file for timely regulatory filing."
  inputs: ["Policy data extract", "Closed claims loss data", "Classification code mapping", "Bureau edit specification rules"]
  outputs: ["Unit stat submission file", "Bureau edit validation report", "Rejected record correction list"]
  automation: high
  human_in_loop: spot-check
  tools: ["Policy administration system", "Claims system", "Statistical reporting system", "Spreadsheet"]
  frequency: quarterly
  trigger: "Prepare this quarter's unit stat submission for NCCI — pull all WC policies with a policy period ending in Q2 and validate against the edit specs"

- id: verify-producer-license-and-appointment-status-for-state-of
  title: "Verify producer license and appointment status for state-of-risk compliance"
  domain: "Legal & Compliance"
  roles: ["Producer services coordinator", "Agency operations specialist", "Compliance analyst"]
  description: "Before binding coverage, confirm that the writing agent or broker holds a current, active insurance license in the state of risk for the relevant line of business, and is properly appointed with the carrier in that state, flagging any lapsed licenses, non-resident license gaps, or expired appointments."
  inputs: ["Agent or broker identifier", "State of risk", "Line of business", "Carrier appointment records"]
  outputs: ["License verification record", "Appointment status flag", "Compliance hold notice if deficient"]
  automation: high
  human_in_loop: spot-check
  tools: ["State DOI license lookup", "Producer management system", "Compliance workflow system"]
  frequency: ad-hoc
  trigger: "Verify that broker #A12345 is licensed and appointed to write commercial property in Florida before we bind this account"

- id: draft-sworn-proof-of-loss-template-and-documentation-checkli
  title: "Draft sworn proof of loss template and documentation checklist for first-party property claim"
  domain: "Customer Success & Support"
  roles: ["First-party claims adjuster", "Property claims examiner", "Commercial lines claims specialist"]
  description: "For first-party property or business interruption claims, generate a sworn proof of loss template pre-populated with policy, insured, and loss details, and assemble the matching documentation checklist — inventory schedules, receipts, financial statements, or rent rolls — required to substantiate the claimed amount within the policy's proof of loss deadline."
  inputs: ["Claim file", "Policy coverage summary and proof-of-loss deadline", "Preliminary damage estimate or BI worksheet"]
  outputs: ["Sworn proof of loss template", "Supporting documentation checklist", "Submission deadline reminder"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Claims management system", "Document management", "Word processor"]
  frequency: ad-hoc
  trigger: "Generate the proof of loss template and document checklist for commercial property claim #67890 — insured reported $380K in equipment and inventory damage, 60-day POL deadline applies"

- id: compile-schedule-of-expenditures-of-federal-awards-from-gran
  title: "Compile Schedule of Expenditures of Federal Awards from grant general ledger"
  domain: "Finance & Accounting"
  roles: ["Fund Accountant", "Grants Accountant", "Controller"]
  description: "Pulls all federal award expenditures from the GL for the fiscal year, maps each transaction cluster to its Assistance Listing Number (ALN, formerly CFDA), identifies pass-through awards and subrecipient activity, and formats the SEFA document required for a Uniform Guidance single audit."
  inputs: ["Grant general ledger export", "Federal award agreements", "ALN reference list", "Pass-through award notifications"]
  outputs: ["Draft SEFA", "Federal expenditure summary by ALN", "Subrecipient activity schedule"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["accounting system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Compile our SEFA for the single audit — pull all federal award expenditures from the GL and map them to the correct ALN numbers"

- id: calculate-form-990-schedule-a-public-support-fraction
  title: "Calculate Form 990 Schedule A public support fraction"
  domain: "Finance & Accounting"
  roles: ["Nonprofit Accountant", "CFO", "Controller"]
  description: "Aggregates five years of contribution and gross receipt data to compute the public support percentage under Part II or Part III of Schedule A, testing whether the organization clears the 33.3% threshold to maintain public charity status under IRC 509(a)(1) or 509(a)(2)."
  inputs: ["Form 990 revenue data (5-year)", "Donor contribution records", "Disqualified person gift list", "Prior-year Schedule A workpapers"]
  outputs: ["Schedule A public support calculation worksheet", "Public charity status determination memo"]
  automation: medium
  human_in_loop: approve
  tools: ["accounting system", "spreadsheet", "tax preparation software"]
  frequency: ad-hoc
  trigger: "Run the public support test for this year's 990 — pull five years of contribution data and confirm we clear 33.3% on Schedule A"

- id: draft-irs-compliant-quid-pro-quo-contribution-acknowledgment
  title: "Draft IRS-compliant quid pro quo contribution acknowledgment letters"
  domain: "Legal & Compliance"
  roles: ["Donor Relations Officer", "Development Associate", "Development Director"]
  description: "For events or premiums where donors receive goods or services in exchange for payment, generates batch acknowledgment letters that separately state the fair market value of benefits received and the tax-deductible portion, meeting IRC 6115 written disclosure requirements."
  inputs: ["Donation transaction records", "Event or premium FMV schedule", "Donor contact list"]
  outputs: ["Batch quid pro quo acknowledgment letters", "FMV disclosure log"]
  automation: high
  human_in_loop: spot-check
  tools: ["CRM", "word processor", "email platform"]
  frequency: ad-hoc
  trigger: "Generate acknowledgment letters for last night's gala — tickets were $500 and the FMV of dinner was $75, so the deductible portion is $425 per guest"

- id: prepare-annual-named-endowment-stewardship-report-for-fund-h
  title: "Prepare annual named endowment stewardship report for fund holders"
  domain: "Customer Success & Support"
  roles: ["Donor Relations Officer", "Major Gifts Officer", "Gift Planning Officer"]
  description: "Assembles the personalized annual report sent to donors holding named endowment funds, showing beginning and ending market value, total return, annual spendable distribution payout, grants or scholarships awarded from the fund, and a narrative summary of program impact funded."
  inputs: ["Endowment fund financial statements", "Investment performance report", "Grants or scholarships disbursed from fund", "Program impact narrative"]
  outputs: ["Named endowment stewardship report", "Personalized fund summary letter"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["accounting system", "CRM", "word processor"]
  frequency: ad-hoc
  trigger: "Generate the annual stewardship reports for our named endowment funds — each one needs the current fund balance, payout distributed this year, and a program impact summary"

- id: draft-indirect-cost-rate-proposal-for-federal-cognizant-agen
  title: "Draft indirect cost rate proposal for federal cognizant agency"
  domain: "Finance & Accounting"
  roles: ["Nonprofit Accountant", "CFO", "Grants Accountant"]
  description: "Defines the indirect cost base (salaries or modified total direct costs), allocates shared overhead expenditures across cost pools, and prepares the Negotiated Indirect Cost Rate Agreement (NICRA) proposal package for submission to the cognizant federal agency, or documents the election of the 10% de minimis rate under 2 CFR 200.414(f)."
  inputs: ["Audited financial statements", "Cost allocation policy", "Organization chart and FTE counts", "Prior NICRA agreement"]
  outputs: ["Indirect cost rate calculation worksheet", "NICRA proposal package", "Cost allocation methodology memo"]
  automation: medium
  human_in_loop: approve
  tools: ["accounting system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Prepare our indirect cost rate proposal for HHS — use modified total direct costs as the base and document the overhead pool allocation methodology"

- id: build-nonprofit-board-annual-conflict-of-interest-disclosure
  title: "Build nonprofit board annual conflict-of-interest disclosure matrix"
  domain: "Legal & Compliance"
  roles: ["Board Liaison", "Executive Director", "Governance Officer"]
  description: "Collects annual COI disclosure forms from board members, officers, and key employees as required by Form 990 Part VI; consolidates declared interests into a tracking matrix; cross-checks undisclosed affiliations against vendor and grantee lists; and produces an exception summary for the audit or governance committee."
  inputs: ["Annual COI disclosure forms", "Board roster with affiliations", "Vendor and grantee lists", "Prior-year COI matrix"]
  outputs: ["COI tracking matrix", "Exception summary for audit committee", "Recusal log"]
  automation: medium
  human_in_loop: approve
  tools: ["form tool", "spreadsheet", "board management portal"]
  frequency: ad-hoc
  trigger: "Compile the board COI disclosures into our annual tracking matrix and flag anyone with an undisclosed affiliation with a current vendor or grantee"

- id: reconcile-federal-grant-cash-draws-to-payment-management-sys
  title: "Reconcile federal grant cash draws to payment management system balance"
  domain: "Finance & Accounting"
  roles: ["Grants Accountant", "Fund Accountant"]
  description: "Matches the organization's recorded draw requests from the HHS Payment Management System or equivalent federal payment portal against GL cash receipts and cumulative grant expenditures, resolving timing differences and confirming no excess cash is held beyond the Uniform Guidance 3-business-day cash management rule."
  inputs: ["Federal payment system transaction history", "GL cash receipts ledger", "Cumulative grant expenditure report", "Award balance statement"]
  outputs: ["Drawdown reconciliation schedule", "Excess cash position memo", "Variance explanation notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["accounting system", "federal payment portal", "spreadsheet"]
  frequency: monthly
  trigger: "Reconcile this month's PMS draws to the GL and confirm we're not holding excess cash on any federal awards past the 3-day rule"

- id: draft-grant-budget-modification-request-with-prior-approval
  title: "Draft grant budget modification request with prior-approval justification"
  domain: "Operations & Project Mgmt"
  roles: ["Grants Manager", "Grants Accountant", "Development Director"]
  description: "When actual spending deviates beyond the funder's allowable reallocation threshold (commonly 10–25% per budget line), drafts the formal prior-approval modification request with a revised budget table, programmatic rationale for each reallocation, and a projected spend-down schedule through award end."
  inputs: ["Approved grant budget", "Grant expenditure report to date", "Program activity justification narrative", "Funder prior-approval threshold rules"]
  outputs: ["Budget modification request letter", "Revised budget table", "Projected spend-down schedule"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["grant management system", "spreadsheet", "word processor"]
  frequency: ad-hoc
  trigger: "Draft a budget mod request for our HUD grant — we need to move $15K from supplies to personnel and they require prior approval for any line change over 10%"

- id: prepare-functional-expense-allocation-worksheet-for-form-990
  title: "Prepare functional expense allocation worksheet for Form 990 Part IX"
  domain: "Finance & Accounting"
  roles: ["Nonprofit Accountant", "CFO", "Controller"]
  description: "Applies the organization's documented cost allocation methodology — time studies, square footage ratios, headcount fractions — to split shared costs such as occupancy, IT, depreciation, and salaries across program services, management and general, and fundraising columns for the Form 990 Statement of Functional Expenses."
  inputs: ["GL trial balance by natural account", "Cost allocation policy", "Staff time-study percentages or allocation elections", "Occupancy and overhead schedules"]
  outputs: ["Functional expense allocation worksheet", "Form 990 Part IX column summary", "Allocation methodology documentation"]
  automation: medium
  human_in_loop: approve
  tools: ["accounting system", "spreadsheet", "tax preparation software"]
  frequency: ad-hoc
  trigger: "Build the functional expense allocation for the 990 — use last year's methodology but update the salary splits with the new time-study percentages"

- id: calculate-volunteer-hour-valuation-for-federal-grant-in-kind
  title: "Calculate volunteer hour valuation for federal grant in-kind match documentation"
  domain: "HR & People Ops"
  roles: ["Volunteer Coordinator", "Grants Manager", "Program Manager"]
  description: "Aggregates logged volunteer hours by role type, applies the Independent Sector prevailing wage rate or comparable local wage to each category, and produces the in-kind contribution schedule required to document non-federal match or cost-share obligations under 2 CFR 200.306."
  inputs: ["Volunteer hour logs by role category", "Independent Sector or prevailing wage rate schedule", "Grant match requirement schedule"]
  outputs: ["In-kind match valuation schedule", "Non-federal match documentation report", "Variance-to-required-match summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["volunteer management system", "spreadsheet", "grant management system"]
  frequency: quarterly
  trigger: "Calculate the in-kind volunteer match for our CNCS grant — apply the Independent Sector rate to each role category and show how it offsets our required 25% cost share"

- id: compile-bequest-expectancy-catalog-for-gift-planning-committ
  title: "Compile bequest expectancy catalog for gift planning committee"
  domain: "Data & Reporting (BI)"
  roles: ["Gift Planning Officer", "Major Gifts Officer", "Development Director"]
  description: "Aggregates known bequest intentions, charitable remainder trust arrangements, and life-income gift agreements from the CRM; appends estimated expectancy values, donor age, relationship tier, and last stewardship contact date; and formats the pipeline summary for the gift planning committee's periodic review."
  inputs: ["Planned giving pledge and intention records", "CRM donor records", "Actuarial or face-value estimate data", "Stewardship contact log"]
  outputs: ["Bequest expectancy catalog", "Gift planning pipeline summary", "Stewardship gap flagging list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["CRM", "planned giving platform", "spreadsheet"]
  frequency: quarterly
  trigger: "Generate this quarter's bequest expectancy report for the gift planning committee — include all known intentions with estimated values, donor age, and last contact date"

- id: draft-fiscal-sponsorship-agreement-for-incoming-sponsored-pr
  title: "Draft fiscal sponsorship agreement for incoming sponsored project"
  domain: "Legal & Compliance"
  roles: ["Executive Director", "General Counsel", "Grants Manager"]
  description: "For an unincorporated project seeking use of a 501(c)(3) umbrella, drafts the comprehensive fiscal sponsorship agreement covering exempt purpose alignment, financial reporting obligations, administrative fee structure, intellectual property ownership, liability allocation, and termination or disaffiliation procedures."
  inputs: ["Sponsored project description and proposed activities", "Project budget", "Fiscal sponsor standard agreement template", "IRS determination letter"]
  outputs: ["Fiscal sponsorship agreement draft", "Exempt purpose alignment memo", "Fee schedule exhibit"]
  automation: medium
  human_in_loop: sign-off
  tools: ["contract repository", "word processor", "document management system"]
  frequency: ad-hoc
  trigger: "Draft a fiscal sponsorship agreement for this new documentary project — they need our 501(c)(3) status to receive foundation grants while they're in development"

- id: populate-sf-425-federal-financial-report-from-grants-ledger
  title: "Populate SF-425 Federal Financial Report from grants ledger"
  domain: "Finance & Accounting"
  roles: ["Grants accountant", "Federal grants manager", "Nonprofit finance director"]
  description: "Extract cumulative cash receipts, disbursements, and unliquidated obligations from the grants ledger and populate each line of the SF-425 Federal Financial Report for submission to the awarding agency at the required reporting interval."
  inputs: ["grants general ledger", "prior SF-425 submissions", "payment management system balance", "award notice"]
  outputs: ["completed SF-425 form", "cumulative expenditure backup schedule"]
  automation: high
  human_in_loop: review-before-send
  tools: ["grants management system", "spreadsheet", "federal grants portal"]
  frequency: quarterly
  trigger: "Our federal award quarterly financial report is due — pull the cumulative actuals and draft the SF-425"

- id: draft-subrecipient-risk-rating-worksheet-under-uniform-guida
  title: "Draft subrecipient risk-rating worksheet under Uniform Guidance 2 CFR 200.332"
  domain: "Finance & Accounting"
  roles: ["Grants compliance officer", "Grants accountant", "Federal grants manager"]
  description: "Score each pass-through subrecipient on Uniform Guidance risk factors — prior audit findings, organizational capacity, financial management history — assign a risk tier, and document the required monitoring activities for each award."
  inputs: ["subrecipient single audit report", "prior monitoring findings", "sub-award agreement", "subrecipient financial statements"]
  outputs: ["subrecipient risk-rating worksheet", "monitoring plan by risk tier"]
  automation: medium
  human_in_loop: approve
  tools: ["grants management system", "spreadsheet", "document management system"]
  frequency: ad-hoc
  trigger: "We're executing a sub-award next week — build the Uniform Guidance risk assessment and monitoring plan for this subrecipient"

- id: compile-multi-state-charitable-solicitation-registration-ren
  title: "Compile multi-state charitable solicitation registration renewal packages"
  domain: "Legal & Compliance"
  roles: ["Nonprofit compliance officer", "Director of development", "Nonprofit general counsel"]
  description: "Gather the Form 990, audited financials, officer list, and each state's required attachments or Unified Registration Statement addenda to renew charitable solicitation registrations across all jurisdictions where the organization solicits contributions."
  inputs: ["Form 990", "audited financial statements", "prior year registration certificates", "state-specific addenda requirements", "officer and director list"]
  outputs: ["per-state registration renewal packages", "filing deadline calendar", "state registration checklist"]
  automation: medium
  human_in_loop: sign-off
  tools: ["charity registration portal", "document management system", "spreadsheet"]
  frequency: monthly
  trigger: "Our charitable solicitation registrations are coming due in eight states — compile the renewal packages and filing calendar"

- id: build-upmifa-endowment-spending-rate-calculation-worksheet
  title: "Build UPMIFA endowment spending-rate calculation worksheet"
  domain: "Finance & Accounting"
  roles: ["Nonprofit finance director", "Endowment manager", "Nonprofit accountant"]
  description: "Apply the board-adopted spending-rate policy (e.g., a rolling 12-quarter average market value multiplied by the approved payout rate) to each endowment fund, flag funds whose current market value has fallen below historic dollar value (underwater funds), and produce the authorized distribution amount per fund for board approval."
  inputs: ["endowment fund balances by quarter", "historic gift value by fund", "board-approved spending policy", "investment performance reports"]
  outputs: ["UPMIFA spending-rate worksheet", "authorized distribution amount by fund", "underwater fund flag list"]
  automation: high
  human_in_loop: approve
  tools: ["fund accounting system", "spreadsheet", "investment platform portal"]
  frequency: quarterly
  trigger: "Run the UPMIFA spending calculation for Q3 so we can bring the annual distribution to the board for approval"

- id: prepare-net-asset-release-journal-entries-from-satisfied-don
  title: "Prepare net asset release journal entries from satisfied donor restrictions"
  domain: "Finance & Accounting"
  roles: ["Nonprofit accountant", "Grants accountant", "Nonprofit finance director"]
  description: "Match expenditures that fulfill specific donor or grant restrictions to the corresponding with-donor-restrictions revenue entries and draft the journal entries releasing net assets to without-donor-restrictions in accordance with ASU 2016-14."
  inputs: ["donor restriction schedules", "grant award terms", "expenditure reports by fund", "revenue ledger"]
  outputs: ["net asset release journal entries", "restriction satisfaction supporting documentation"]
  automation: high
  human_in_loop: review-before-send
  tools: ["fund accounting system", "spreadsheet"]
  frequency: monthly
  trigger: "We've met the conditions on four restricted grants this period — prepare the net asset release entries and backup documentation"

- id: prepare-form-990-schedule-d-endowment-roll-forward-reconcili
  title: "Prepare Form 990 Schedule D endowment roll-forward reconciliation"
  domain: "Finance & Accounting"
  roles: ["Nonprofit accountant", "Nonprofit tax preparer", "Nonprofit finance director"]
  description: "Reconcile beginning and ending endowment balances across board-designated, donor-restricted, and permanently restricted categories — capturing new contributions, investment return, grants and scholarships paid, and administrative fees — to populate Schedule D Part V of Form 990."
  inputs: ["endowment fund statements", "investment performance reports", "board-designated fund records", "grant and scholarship disbursement logs"]
  outputs: ["Form 990 Schedule D Part V endowment roll-forward table", "reconciliation workpaper"]
  automation: high
  human_in_loop: review-before-send
  tools: ["fund accounting system", "spreadsheet", "tax preparation software"]
  frequency: quarterly
  trigger: "Pull the endowment roll-forward for Schedule D — I need beginning and ending balances, contributions, investment return, and distributions by category"

- id: assemble-gift-acceptance-committee-due-diligence-packet-for
  title: "Assemble gift acceptance committee due diligence packet for non-cash asset donation"
  domain: "Finance & Accounting"
  roles: ["Planned giving officer", "Gift acceptance coordinator", "Development director"]
  description: "Collect the independent appraisal, title or lien search, environmental screening, carrying cost estimate, and liquidity analysis for a proposed non-cash gift (real estate, closely held stock, artwork) and format a summary memo for committee review against the gift acceptance policy."
  inputs: ["donor gift offer letter", "independent appraisal", "title and lien search report", "environmental assessment", "gift acceptance policy", "carrying cost estimate"]
  outputs: ["gift acceptance committee review memo", "due diligence checklist", "staff recommendation summary"]
  automation: medium
  human_in_loop: approve
  tools: ["CRM", "document management system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "A donor is offering us a piece of real estate — put together the due diligence packet for the gift acceptance committee meeting"

- id: reconcile-ota-and-travel-agency-commission-invoices-to-pms-f
  title: "Reconcile OTA and travel agency commission invoices to PMS folio postings"
  domain: "Finance & Accounting"
  roles: ["Revenue Accountant", "Night Auditor", "Reservations Manager"]
  description: "Match commission invoices from OTAs and travel agencies against folio postings in the PMS; flag discrepancies for dispute or short-payment recovery and produce a variance log."
  inputs: ["OTA commission statements", "travel agency commission invoices", "PMS folio export"]
  outputs: ["Commission reconciliation report", "Dispute log"]
  automation: high
  human_in_loop: spot-check
  tools: ["PMS", "spreadsheet", "accounting system"]
  frequency: monthly
  trigger: "Match this month's OTA commission invoices against our PMS folios and flag any short payments or discrepancies."

- id: compile-group-room-block-pickup-report-and-calculate-attriti
  title: "Compile group room block pickup report and calculate attrition liability"
  domain: "Sales & BizDev"
  roles: ["Group Rooms Coordinator", "Revenue Manager", "Sales Coordinator"]
  description: "Pull current rooms picked up against contracted block for each future group, compute attrition penalty exposure based on contract minimums, and flag accounts approaching the attrition threshold."
  inputs: ["Signed group contracts", "PMS group block pickup data"]
  outputs: ["Group pickup report", "Attrition liability summary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["PMS", "spreadsheet", "contract repository"]
  frequency: weekly
  trigger: "Generate the weekly group pickup report for all future groups and flag any that are below their contracted room minimums."

- id: draft-pre-arrival-upgrade-and-ancillary-upsell-communication
  title: "Draft pre-arrival upgrade and ancillary upsell communications for confirmed reservations"
  domain: "Marketing & Content"
  roles: ["Reservations Manager", "Guest Experience Manager", "E-commerce Manager"]
  description: "Generate personalized pre-arrival emails offering room category upgrades, spa packages, and dining reservations based on reservation rate code, length of stay, and guest loyalty tier."
  inputs: ["Confirmed reservation details", "Rate code", "Room type", "Guest loyalty profile"]
  outputs: ["Pre-arrival upsell email drafts"]
  automation: high
  human_in_loop: spot-check
  tools: ["PMS", "CRM", "email platform"]
  frequency: daily
  trigger: "Draft pre-arrival upsell emails for all arrivals checking in Friday through Sunday — highlight suite upgrades and spa offers."

- id: build-daily-revpar-adr-and-occupancy-flash-report-versus-stl
  title: "Build daily RevPAR, ADR, and occupancy flash report versus STLY and budget"
  domain: "Data & Reporting (BI)"
  roles: ["Revenue Manager", "General Manager", "Night Auditor"]
  description: "Compile the morning flash report showing prior day occupancy, ADR, RevPAR, and total revenue against same-time-last-year and budget targets, segmented by market segment and booking channel."
  inputs: ["PMS daily statistics export", "Annual budget file", "Prior-year actuals"]
  outputs: ["Daily flash report"]
  automation: high
  human_in_loop: spot-check
  tools: ["PMS", "spreadsheet", "BI tool"]
  frequency: daily
  trigger: "Generate yesterday's flash report broken down by segment, compare to STLY and budget, and flag any segment with more than 5 pts variance."

- id: draft-service-recovery-response-with-targeted-comp-offer-for
  title: "Draft service recovery response with targeted comp offer for documented guest complaint"
  domain: "Customer Success & Support"
  roles: ["Guest Relations Manager", "Front Office Manager", "Director of Guest Experience"]
  description: "Compose a formal service recovery letter acknowledging the specific complaint, presenting an appropriate complimentary amenity (room night, F&B credit, or loyalty points award) within the authorized comp limit, and outlining corrective action taken."
  inputs: ["Guest complaint record", "Stay folio details", "Loyalty tier and history", "Comp authorization matrix"]
  outputs: ["Service recovery letter draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["PMS", "CRM", "word processor"]
  frequency: ad-hoc
  trigger: "Draft a service recovery letter for the guest who complained about the noise issue — they're a top-tier loyalty member, offer them a comp night and points."

- id: issue-final-f-b-guarantee-confirmation-to-banquet-kitchen-fr
  title: "Issue final F&B guarantee confirmation to banquet kitchen from signed BEO"
  domain: "Operations & Project Mgmt"
  roles: ["Convention Services Manager", "Catering Services Manager", "Banquet Manager"]
  description: "Extract the final guaranteed guest count and menu selections from the signed BEO and transmit a formal guarantee memo to the banquet kitchen and stewarding team by the contractual guarantee cutoff time."
  inputs: ["Signed BEO", "Client-confirmed final headcount"]
  outputs: ["Final guarantee memo", "Kitchen production summary"]
  automation: high
  human_in_loop: approve
  tools: ["Event management system", "word processor"]
  frequency: daily
  trigger: "The client just confirmed 185 covers for tomorrow's luncheon — send the final guarantee to the kitchen and stewarding."

- id: reconcile-frequent-guest-program-points-postings-against-rev
  title: "Reconcile frequent-guest program points postings against revenue-eligible folio charges"
  domain: "Finance & Accounting"
  roles: ["Loyalty Program Administrator", "Revenue Accountant", "Night Auditor"]
  description: "Audit loyalty points awarded against eligible folio line items in the PMS, identify missing or incorrectly posted points from non-qualifying charges, and submit a batch correction file through the program portal."
  inputs: ["Loyalty points posting report", "Folio charge detail export", "Program eligibility rules"]
  outputs: ["Points reconciliation log", "Correction submission file"]
  automation: high
  human_in_loop: spot-check
  tools: ["PMS", "loyalty program portal", "spreadsheet"]
  frequency: weekly
  trigger: "Reconcile this week's loyalty points postings against our eligible folio charges and flag any that weren't awarded or were posted to ineligible charges."

- id: assemble-consolidated-group-resume-from-all-beos-for-pre-con
  title: "Assemble consolidated group resume from all BEOs for pre-convention meeting packet"
  domain: "Operations & Project Mgmt"
  roles: ["Convention Services Manager", "Conference Services Coordinator", "Group Rooms Coordinator"]
  description: "Aggregate all BEOs, the master rooming list, VIP amenity log, A/V requirements, and room setup diagrams into a single group resume document for distribution to department heads at the pre-convention meeting."
  inputs: ["Individual BEOs", "Rooming list", "VIP amenity log", "A/V and setup diagrams"]
  outputs: ["Consolidated group resume packet"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Event management system", "word processor"]
  frequency: ad-hoc
  trigger: "Pull together the full group resume for the ABC Corporation conference arriving Monday — pre-con is Friday morning."

- id: draft-rate-loading-instructions-for-a-new-local-negotiated-r
  title: "Draft rate loading instructions for a new local negotiated rate corporate account"
  domain: "Sales & BizDev"
  roles: ["Sales Coordinator", "Revenue Manager", "Reservations Manager"]
  description: "Translate a newly signed LNR or national account agreement into a rate loading instruction sheet specifying rate codes, valid date ranges, applicable room types, blackout dates, and booking channel restrictions for input into the PMS and CRS."
  inputs: ["Signed corporate rate agreement", "Rate grid", "Blackout calendar"]
  outputs: ["Rate loading instruction sheet"]
  automation: high
  human_in_loop: approve
  tools: ["PMS", "CRS", "contract repository", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Draft the rate loading sheet for the new Acme Corp LNR we just signed — it runs January 1 through December 31 with a government blackout over spring break."

- id: generate-post-event-variance-report-comparing-beo-estimates
  title: "Generate post-event variance report comparing BEO estimates to actual master account charges"
  domain: "Finance & Accounting"
  roles: ["Catering Services Manager", "Convention Services Manager", "Banquet Manager"]
  description: "Compare guaranteed guest counts, projected F&B spend, A/V fees, and room rental from the original BEO against actual charges posted to the master account folio; produce a line-item variance summary for final billing and forecasting."
  inputs: ["Signed BEO with projected charges", "Master account folio"]
  outputs: ["Post-event variance report", "Final billing summary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["PMS", "event management system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Compare the XYZ conference BEO estimates to the actual master account charges and give me a variance line-item before I send the final invoice."

- id: draft-displacement-analysis-for-a-tentative-group-booking-ag
  title: "Draft displacement analysis for a tentative group booking against transient demand forecast"
  domain: "Strategy & Consulting"
  roles: ["Revenue Manager", "Director of Revenue Management", "Group Sales Manager"]
  description: "Model the net revenue impact of a tentative group by comparing contracted group ADR and catering contribution against forecasted unconstrained transient demand and rack rate for the same date set; produce an accept/decline recommendation with breakeven ADR."
  inputs: ["Tentative group contract terms", "Transient demand forecast", "Historical segment pace data"]
  outputs: ["Displacement analysis worksheet", "Accept/decline recommendation memo"]
  automation: medium
  human_in_loop: approve
  tools: ["Revenue management system", "spreadsheet", "PMS"]
  frequency: ad-hoc
  trigger: "Run displacement for the group wanting 80 rooms peak night October 15 at a negotiated rate — should we take the business or hold for transient?"

- id: convert-airline-crew-manifest-or-tour-operator-passenger-lis
  title: "Convert airline crew manifest or tour operator passenger list into PMS rooming list"
  domain: "Operations & Project Mgmt"
  roles: ["Reservations Manager", "Group Rooms Coordinator", "Crew Coordinator"]
  description: "Parse an inbound crew manifest or tour operator passenger list, reformat it to the PMS rooming list template, match names to existing guest profiles, assign room types from the allocated block, and generate individual confirmation numbers."
  inputs: ["Crew manifest or tour passenger list", "Room block allocation by type"]
  outputs: ["PMS-ready rooming list", "Individual confirmation letters"]
  automation: high
  human_in_loop: spot-check
  tools: ["PMS", "spreadsheet"]
  frequency: daily
  trigger: "Convert the airline crew manifest for tomorrow's inbound flight into our PMS rooming list format and generate the confirmation letters."

- id: compile-dietary-restriction-and-allergen-matrix-from-event-r
  title: "Compile dietary restriction and allergen matrix from event RSVP data"
  domain: "Operations & Project Mgmt"
  roles: ["Catering coordinator", "Banquet & Events Planner", "Convention services manager"]
  description: "Aggregate allergen disclosures and dietary preference flags from event registration or RSVP responses into a per-course, per-station kitchen prep matrix so culinary staff can prepare and plate special meals without cross-contamination."
  inputs: ["Event RSVP / registration export", "BEO", "Menu item list", "Allergen flag reference table"]
  outputs: ["Allergen matrix by course and station", "Special meal count sheet", "Kitchen prep notes"]
  automation: high
  human_in_loop: review-before-send
  tools: ["event management platform", "spreadsheet", "email"]
  frequency: ad-hoc
  trigger: "We have 340 RSVPs for Friday's gala—compile the dietary and allergen breakdown for the kitchen"

- id: audit-gds-and-ota-published-rates-against-crs-for-channel-pa
  title: "Audit GDS and OTA published rates against CRS for channel parity violations"
  domain: "Data & Reporting (BI)"
  roles: ["Hotel Revenue Manager", "Distribution manager", "E-commerce manager"]
  description: "Compare live published rates and availability across global distribution channels and OTAs against rates and restrictions loaded in the central reservation system, flagging parity gaps, rate leakage, or suppressed inventory for correction."
  inputs: ["CRS rate and restriction file", "OTA / GDS rate shopping report", "Channel parity policy"]
  outputs: ["Parity violation report", "Correction instruction list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["CRS", "channel manager", "rate shopping tool", "spreadsheet"]
  frequency: daily
  trigger: "Run today's parity check and flag any OTA rates that deviate from what we loaded in the CRS"

- id: draft-group-block-cutoff-extension-recommendation-memo
  title: "Draft group block cutoff extension recommendation memo"
  domain: "Sales & BizDev"
  roles: ["Group Sales Coordinator", "Hotel Revenue Manager", "Convention services manager"]
  description: "Assess remaining unreserved rooms in a group block against current transient pace and forecasted demand, then produce a written recommendation on whether to grant or deny the group's request to extend the rooming list cutoff date."
  inputs: ["Group pickup report", "Transient demand forecast", "Group contract terms", "Cutoff extension request"]
  outputs: ["Extension recommendation memo", "Approval or denial notice to client"]
  automation: medium
  human_in_loop: approve
  tools: ["PMS", "revenue management system", "spreadsheet", "email"]
  frequency: ad-hoc
  trigger: "The ABC conference is asking for a two-week cutoff extension—draft the recommendation based on current pickup and demand"

- id: configure-split-folio-and-master-account-charge-routing-from
  title: "Configure split-folio and master account charge routing from group billing exhibit"
  domain: "Operations & Project Mgmt"
  roles: ["Group rooms coordinator", "Front office manager", "Reservations Coordinator"]
  description: "Translate the signed group contract billing exhibit into PMS folio routing rules that specify which charge types (room, tax, F&B, incidentals) post to individual guest folios versus the group master account, completing setup before the group's arrival date."
  inputs: ["Signed group contract billing exhibit", "Group rooming list", "PMS folio routing guide"]
  outputs: ["Folio routing configuration record", "Master account setup checklist"]
  automation: high
  human_in_loop: review-before-send
  tools: ["PMS", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Set up the Acme group master account and split-folio routing before they arrive Tuesday—here's the billing exhibit"

- id: adjudicate-missing-stay-credit-claim-against-pms-folio-recor
  title: "Adjudicate missing stay credit claim against PMS folio record"
  domain: "Customer Success & Support"
  roles: ["Loyalty Program Administrator", "Guest services agent", "Reservations Coordinator"]
  description: "Match a loyalty member's missing nights or points claim to the PMS folio, verify rate-plan eligibility and stay dates, calculate owed credits, and submit the manual adjustment to the loyalty platform with a confirmation notice to the guest."
  inputs: ["Guest missing credit claim form", "PMS folio record", "Loyalty earn-rate tables", "Eligibility rules"]
  outputs: ["Credit adjustment request", "Guest response notification"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["PMS", "loyalty platform", "email"]
  frequency: daily
  trigger: "A member says their stay last month never posted points—check the folio and process the missing credit"

- id: populate-hotel-rfp-response-for-corporate-preferred-program
  title: "Populate hotel RFP response for corporate preferred program bid"
  domain: "Sales & BizDev"
  roles: ["Corporate sales manager", "Group Sales Coordinator", "Hotel Revenue Manager"]
  description: "Complete a corporate travel RFP submitted via a travel management platform by entering negotiated seasonal rates, last-room availability clauses, amenity inclusions, and value-adds calibrated to the account's projected room nights and strategic tier."
  inputs: ["RFP form", "Account prior-year volume data", "Rate strategy guidelines", "Amenity inclusion list"]
  outputs: ["Completed RFP response in travel management platform", "Submitted bid confirmation"]
  automation: medium
  human_in_loop: approve
  tools: ["travel RFP platform", "CRS", "CRM", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Acme Corp sent an RFP through the travel platform—fill in our rates and amenities for the bid"

- id: draft-str-competitive-index-commentary-and-variance-explanat
  title: "Draft STR competitive index commentary and variance explanation"
  domain: "Data & Reporting (BI)"
  roles: ["Hotel Revenue Manager", "Director of revenue management", "General manager"]
  description: "Interpret weekly STR competitive benchmarking data—Occupancy Index, ADR Index, and RevPAR Index—against the defined comp set, explain index shifts versus the prior week and same time last year, and draft a narrative summary for the ownership or GM reporting packet."
  inputs: ["STR weekly report", "Prior-week STR data", "STLY comparison", "Internal occupancy and rate actuals"]
  outputs: ["Index commentary narrative", "RevPAR index variance summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["competitive benchmarking tool", "BI tool", "spreadsheet"]
  frequency: weekly
  trigger: "STR report just dropped—write the index commentary for the GM's weekly ownership packet"

- id: build-sync-license-clearance-request-package-for-a-music-bri
  title: "Build sync license clearance request package for a music brief"
  domain: "Legal & Compliance"
  roles: ["Music clearance coordinator", "Music supervisor"]
  description: "Assemble per-track clearance request letters to music publishers and record labels for a picture or trailer brief, specifying scene context, usage type (background, featured, theme), media, territory, and term required."
  inputs: ["Scene spotting notes", "Temp music shortlist", "Production brief", "Master and sync rights owner metadata"]
  outputs: ["Sync clearance request letters", "Clearance tracking grid"]
  automation: high
  human_in_loop: review-before-send
  tools: ["music rights database", "document template system", "email"]
  frequency: ad-hoc
  trigger: "Director locked scene 14 on the temp track — send clearance requests to the publishers and labels for all three songs"

- id: assemble-e-o-insurance-application-checklist-for-a-finished
  title: "Assemble E&O insurance application checklist for a finished production"
  domain: "Legal & Compliance"
  roles: ["Post-production supervisor", "Production legal coordinator", "Entertainment lawyer"]
  description: "Compile the full errors-and-omissions insurance submission by gathering chain of title, music clearance certificates, talent and location releases, clip licenses, and script clearance report, then flag any gaps blocking coverage."
  inputs: ["Chain of title documents", "Music clearance certificates", "Talent and location release forms", "Script clearance report", "Clip license agreements"]
  outputs: ["E&O application package", "Missing-clearance gap list"]
  automation: medium
  human_in_loop: approve
  tools: ["document management system", "contract repository", "checklist tool"]
  frequency: ad-hoc
  trigger: "Picture is locked and the distributor needs our E&O policy before delivery — assemble the clearance checklist and flag any missing releases"

- id: build-print-magazine-flatplan-from-confirmed-ad-bookings-and
  title: "Build print magazine flatplan from confirmed ad bookings and editorial lineup"
  domain: "Operations & Project Mgmt"
  roles: ["Production editor", "Print production coordinator", "Advertising director"]
  description: "Lay out the run-of-book by assigning confirmed ad positions and editorial features across the page count, respecting adjacency rules, section breaks, and bleed requirements, then distribute to editorial and sales teams."
  inputs: ["Confirmed insertion orders", "Ad position preferences", "Editorial feature lineup", "Issue page budget"]
  outputs: ["Flatplan grid", "Run-of-book assignment sheet", "Ad position confirmation notices"]
  automation: medium
  human_in_loop: approve
  tools: ["flatplan software", "spreadsheet", "email"]
  frequency: monthly
  trigger: "All ad bookings are confirmed for the October issue — build the flatplan and assign positions before the editorial deadline"

- id: compile-sag-aftra-exhibit-g-daily-performer-time-reports-fro
  title: "Compile SAG-AFTRA Exhibit G daily performer time reports from production reports"
  domain: "HR & People Ops"
  roles: ["Production payroll coordinator", "Assistant production coordinator"]
  description: "Extract call, meal break, and wrap times for each principal and day player from the daily production report and signed call sheets, then populate SAG-AFTRA Exhibit G time report forms ready for performer signature and payroll processing."
  inputs: ["Signed call sheets", "Daily production report", "Performer deal memos", "Union contract minimums table"]
  outputs: ["Exhibit G time reports per performer", "Payroll batch input file", "Overtime and penalty flags"]
  automation: medium
  human_in_loop: approve
  tools: ["production management software", "payroll system", "spreadsheet"]
  frequency: daily
  trigger: "Day 12 wrapped — compile Exhibit G time reports for all SAG-AFTRA principal performers before payroll cutoff"

- id: build-svod-episode-metadata-delivery-package-for-platform-on
  title: "Build SVOD episode metadata delivery package for platform onboarding"
  domain: "Operations & Project Mgmt"
  roles: ["Content operations manager", "Metadata coordinator", "Digital distribution coordinator"]
  description: "Complete all mandatory metadata fields required by a streaming platform's technical spec — long and short synopses, cast and crew credits, content ratings, parental advisory codes, subtitle and audio track info, and promotional image compliance — then run a completeness check before submission."
  inputs: ["Episode title and series bible", "Cast and crew data", "Content rating certificates", "Platform metadata specification"]
  outputs: ["Platform metadata XML or spreadsheet", "Delivery compliance checklist", "Asset manifest"]
  automation: high
  human_in_loop: spot-check
  tools: ["content management system", "metadata validator", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Season 2 launches in three weeks — build the full metadata delivery package to the streaming platform's spec"

- id: compile-overnight-fast-national-ratings-memo-with-competitiv
  title: "Compile overnight fast-national ratings memo with competitive daypart share breakdown"
  domain: "Data & Reporting (BI)"
  roles: ["Audience research analyst", "Programming researcher", "Network research manager"]
  description: "Pull overnight fast-national audience measurement data, calculate HUT/PUT and program share by daypart, compare to the competitive network lineup, and format a morning memo for the programming and sales teams."
  inputs: ["Overnight fast-national audience data", "Prior-week comparable ratings", "Competitive network schedules"]
  outputs: ["Morning ratings memo", "Daypart share table", "Program-by-program audience comparison"]
  automation: high
  human_in_loop: spot-check
  tools: ["audience measurement platform", "spreadsheet", "BI tool", "email"]
  frequency: daily
  trigger: "Pull last night's fast nationals and draft the overnight memo before the 9am programming call"

- id: draft-talent-option-exercise-notice-before-contractual-windo
  title: "Draft talent option exercise notice before contractual window closes"
  domain: "Legal & Compliance"
  roles: ["Business affairs coordinator", "Talent contract administrator"]
  description: "Identify upcoming talent option expiry dates from the option tracking log, confirm renewal conditions are met, and draft the formal option exercise notice to be sent to talent representation within the contractual window."
  inputs: ["Talent agreement with option provisions", "Option expiry calendar", "Project greenlight status"]
  outputs: ["Option exercise notice letter", "Updated option tracking log"]
  automation: high
  human_in_loop: approve
  tools: ["contract repository", "calendar system", "document template system"]
  frequency: ad-hoc
  trigger: "The option window on the lead actor closes in 10 days — draft the exercise notice so business affairs can review and send"

- id: audit-backlist-titles-for-rights-reversion-eligibility-under
  title: "Audit backlist titles for rights reversion eligibility under out-of-print clauses"
  domain: "Legal & Compliance"
  roles: ["Rights administrator", "Publishing contracts manager", "Backlist editor"]
  description: "Cross-reference each backlist title's publishing agreement reversion threshold (sales minimums, in-print definition) against current sales data and availability status to identify titles where rights may have reverted or reversion can be triggered."
  inputs: ["Publishing agreements", "Reversion and out-of-print clause terms", "Title-level sales data", "In-print availability status"]
  outputs: ["Reversion eligibility report", "Draft rights reclaim notices for eligible titles"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["contract repository", "sales reporting system", "spreadsheet"]
  frequency: quarterly
  trigger: "Check our backlist for titles that have fallen below the reversion threshold and may be eligible for rights return"

- id: draft-sub-publisher-royalty-audit-demand-letter-for-unmatche
  title: "Draft sub-publisher royalty audit demand letter for unmatched territory income"
  domain: "Finance & Accounting"
  roles: ["International royalties manager", "Rights administrator", "Music publisher"]
  description: "Identify periods and territories where sub-publisher collection statements contain unmatched or unexplained income gaps versus expected remittances under the sub-publishing agreement, then draft a formal audit demand letter with a schedule of variances by territory and quarter."
  inputs: ["Sub-publishing agreement", "Territory royalty collection statements", "Expected remittance schedule", "Territory gap analysis report"]
  outputs: ["Formal audit demand letter", "Unmatched income schedule by territory and period"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["royalty accounting system", "spreadsheet", "document template system"]
  frequency: ad-hoc
  trigger: "We have unexplained gaps in UK and German mechanical income for the last three periods — draft the audit demand letter to our sub-publisher"

- id: run-creative-asset-technical-spec-compliance-check-before-ad
  title: "Run creative asset technical spec compliance check before ad campaign trafficking"
  domain: "Operations & Project Mgmt"
  roles: ["Ad operations specialist", "Digital trafficker"]
  description: "Validate incoming creative files against the publisher or platform technical specifications — file format, dimensions, file size, bit rate, frame rate, codec, and click-through URL integrity — before loading into the ad server, and issue a rejection list to the agency for non-compliant assets."
  inputs: ["Agency-delivered creative files", "Platform technical specification sheet", "Insertion order line items"]
  outputs: ["Spec compliance checklist per asset", "Non-conformance rejection report", "Asset approval confirmation"]
  automation: high
  human_in_loop: spot-check
  tools: ["ad server", "file validation tool", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Agency just delivered creatives for next week's campaign launch — check all assets against our platform specs before trafficking"

- id: verify-content-rights-territory-window-availability-for-a-di
  title: "Verify content rights territory window availability for a distribution release schedule"
  domain: "Operations & Project Mgmt"
  roles: ["Content licensing manager", "Distribution scheduler", "Rights administrator"]
  description: "Map each title's contractual holdback schedules, output deals, and territory exclusivity windows against a proposed distribution release calendar to surface conflicts and confirm availability for each planned release market and platform."
  inputs: ["Content licensing and distribution agreements", "Holdback schedules", "Proposed release calendar", "Output deal terms by territory"]
  outputs: ["Territory availability matrix", "Holdback conflict flags", "Revised release schedule recommendations"]
  automation: high
  human_in_loop: spot-check
  tools: ["rights management system", "contract repository", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Before we lock the international rollout plan for the new series, check all territory holdbacks and exclusivity windows against our agreements"

- id: compile-broadcast-transmission-log-for-regulatory-content-qu
  title: "Compile broadcast transmission log for regulatory content quota reporting"
  domain: "Legal & Compliance"
  roles: ["Broadcast compliance officer", "Traffic manager", "Broadcast operations coordinator"]
  description: "Aggregate the monthly as-run transmission log and categorize programming by genre, origin, and audience classification to calculate fulfilment against regulatory content quotas — such as children's programming hours, local content minimums, and ad-minutage limits — ready for the regulatory filing."
  inputs: ["Monthly as-run transmission log", "Programme classification database", "Regulatory content quota thresholds"]
  outputs: ["Quota fulfilment report by category", "Regulatory compliance filing draft", "Shortfall flags"]
  automation: high
  human_in_loop: sign-off
  tools: ["traffic and scheduling system", "spreadsheet", "regulatory reporting portal"]
  frequency: monthly
  trigger: "Month-end — compile the transmission log and check children's programming hours and local content minutes against our quarterly regulatory requirements"

- id: prepare-script-clearance-research-report-for-fictional-eleme
  title: "Prepare script clearance research report for fictional element conflicts"
  domain: "Legal & Compliance"
  roles: ["Script clearance researcher", "Rights and clearances coordinator", "Production counsel"]
  description: "Search company registries, phone directories, domain databases, and address records to verify that character names, fictitious businesses, phone numbers, license plates, and addresses in a screenplay do not correspond to real entities, producing a flagged conflict report for E&O insurance underwriting."
  inputs: ["Shooting script or latest draft", "Clearance research checklist", "Company and domain registry access"]
  outputs: ["Script clearance research report", "Flagged elements list with conflict severity ratings"]
  automation: medium
  human_in_loop: approve
  tools: ["company registry database", "domain lookup tool", "phone directory", "address database", "spreadsheet"]
  frequency: ad-hoc
  trigger: "We got greenlit — run script clearance on the current draft before principal photography starts"

- id: reconcile-author-royalty-advance-earn-out-position-from-semi
  title: "Reconcile author royalty advance earn-out position from semi-annual sales statement"
  domain: "Finance & Accounting"
  roles: ["Publishing royalties accountant", "Publishing contracts administrator", "Rights and permissions manager"]
  description: "Pull unit sales and net receipts by revenue stream (print, ebook, audio, foreign) from the sales reporting system, apply contracted royalty rates per format tier, and subtract cumulative earned royalties from the unearned advance balance to produce a per-title earn-out position statement and flag titles eligible for overage payment."
  inputs: ["Semi-annual sales data extract", "Royalty contract terms sheet", "Advance payment history ledger"]
  outputs: ["Earn-out position statement by title", "Royalty overage payable schedule"]
  automation: high
  human_in_loop: spot-check
  tools: ["royalty accounting system", "sales reporting system", "spreadsheet"]
  frequency: quarterly
  trigger: "Close the semi-annual royalty period — pull earn-out positions for all active titles in the spring list"

- id: assemble-mpaa-cara-theatrical-rating-submission-package
  title: "Assemble MPAA/CARA theatrical rating submission package"
  domain: "Legal & Compliance"
  roles: ["Theatrical distribution coordinator", "Post-production coordinator", "Ratings and clearances coordinator"]
  description: "Compile the final locked theatrical cut, completed CARA submission form, all advertising materials (trailer, one-sheet, digital assets), and an edit change log into a submission package for the MPAA Classification and Rating Administration to obtain an initial rating or support a rating appeal."
  inputs: ["Final locked theatrical cut", "CARA submission form", "Trailer and marketing materials", "Edit change log"]
  outputs: ["CARA submission package", "Rating certificate upon approval", "Appeal brief if contesting rating"]
  automation: low
  human_in_loop: approve
  tools: ["digital delivery platform", "document management system", "video QC tool"]
  frequency: ad-hoc
  trigger: "We need to submit to CARA by end of next week — assemble the complete rating package for the theatrical cut"

- id: draft-controlled-circulation-affidavit-for-media-audit-burea
  title: "Draft controlled circulation affidavit for media audit bureau certification"
  domain: "Data & Reporting (BI)"
  roles: ["Circulation manager", "Audience development manager", "Publishing operations manager"]
  description: "Aggregate qualified subscriber, newsstand, and digital edition counts by recipient category from the circulation management system, reconcile against fulfillment house reports for the audit period, and draft the controlled-circulation affidavit required by the media audit bureau for advertiser rate-card certification."
  inputs: ["Circulation management system extract", "Fulfillment house delivery reports", "Prior audit period statement"]
  outputs: ["Controlled circulation affidavit draft", "Audit bureau submission package", "Category reconciliation worksheet"]
  automation: medium
  human_in_loop: sign-off
  tools: ["circulation management system", "spreadsheet", "document management system"]
  frequency: quarterly
  trigger: "Audit bureau deadline is in three weeks — pull the circulation data and draft the affidavit for the latest period"

- id: reconcile-newsstand-returns-data-to-distributor-billing-stat
  title: "Reconcile newsstand returns data to distributor billing statement"
  domain: "Finance & Accounting"
  roles: ["Circulation manager", "Publishing operations manager", "Accounts receivable specialist"]
  description: "Match physical and digital return confirmations from the national distributor's returns report against the gross shipment and billing statement line by line, calculate net copies sold and net revenue due, and flag discrepancies for credit memo issuance or dispute."
  inputs: ["Distributor billing statement", "Returns confirmation report", "Shipment records by issue"]
  outputs: ["Net sales reconciliation worksheet", "Credit memo requests", "Distributor dispute log"]
  automation: high
  human_in_loop: spot-check
  tools: ["circulation management system", "spreadsheet", "accounts receivable system"]
  frequency: monthly
  trigger: "The distributor statement just came in — reconcile the returns and calculate net copies sold for the March issue"

- id: build-international-co-production-rights-and-territory-split
  title: "Build international co-production rights and territory split schedule"
  domain: "Legal & Compliance"
  roles: ["Business affairs coordinator", "Co-production executive", "Rights and clearances coordinator"]
  description: "Extract each co-producer's contracted territorial rights, holdback periods, output deal obligations, and revenue share percentages from the co-production agreement and assemble them into a structured rights split schedule cross-referenced by territory, platform type, and exploitation window to serve as the authoritative licensing reference."
  inputs: ["Co-production agreement", "Side letter amendments", "Territory definitions schedule"]
  outputs: ["Co-production rights and territory split schedule", "Rights availability matrix by territory"]
  automation: medium
  human_in_loop: approve
  tools: ["contract repository", "rights management system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "The co-production deal just closed — build out the territory rights split schedule we can hand to distribution"

- id: compile-broadcast-syndication-license-fee-collection-and-rem
  title: "Compile broadcast syndication license fee collection and remittance schedule"
  domain: "Finance & Accounting"
  roles: ["Syndication sales coordinator", "Residuals and participations analyst", "Business affairs coordinator"]
  description: "Aggregate license fee invoices and payment receipts from each sub-licensee across a syndicated content slate, match payments to contract terms and air-date triggers, flag overdue receivables, and produce a remittance schedule summarizing amounts due to content owners and guilds from collected fees."
  inputs: ["Syndication license agreements", "Sub-licensee payment records", "Air date confirmation reports"]
  outputs: ["License fee collection summary", "Overdue receivables report", "Remittance schedule to rights holders"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["rights management system", "accounts receivable system", "spreadsheet"]
  frequency: monthly
  trigger: "Pull the syndication fee collection report for Q2 and flag any sub-licensees who are past due"

- id: assemble-aia-g702-g703-pay-application-from-schedule-of-valu
  title: "Assemble AIA G702/G703 pay application from Schedule of Values"
  domain: "Finance & Accounting"
  roles: ["Project engineer", "Project accountant", "Contract administrator"]
  description: "Pull percent-complete figures from the Schedule of Values, attach stored-materials invoices, and populate the AIA G702 cover sheet and G703 continuation sheet for owner and architect certification."
  inputs: ["Schedule of Values", "stored materials invoices", "previous pay application", "lien waiver log"]
  outputs: ["AIA G702 cover sheet", "G703 continuation sheet", "payment application transmittal"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["contract management system", "spreadsheet", "document template"]
  frequency: monthly
  trigger: "Draft this month's pay app from our SOV—we're 68% complete on concrete and 42% on MEP rough-in"

- id: reconcile-lien-waiver-log-against-payment-run-before-draw-re
  title: "Reconcile lien waiver log against payment run before draw release"
  domain: "Finance & Accounting"
  roles: ["Project accountant", "Owner's representative", "Contract administrator"]
  description: "Match conditional and unconditional lien waivers received from subcontractors and suppliers against current payment run amounts, flagging any missing waivers before authorizing fund disbursement."
  inputs: ["payment applications", "lien waiver log", "subcontractor and supplier list", "payment run report"]
  outputs: ["lien waiver compliance matrix", "outstanding waiver list", "payment release authorization"]
  automation: high
  human_in_loop: approve
  tools: ["contract management system", "spreadsheet", "document repository"]
  frequency: monthly
  trigger: "We're releasing the August draw Friday—check which subs still owe us lien waivers"

- id: draft-rfi-response-package-citing-contract-documents
  title: "Draft RFI response package citing contract documents"
  domain: "Operations & Project Mgmt"
  roles: ["Project engineer", "Architect's project manager", "Design engineer"]
  description: "Locate relevant drawing sheets, specification sections, and prior submittals to draft a written RFI response, citing document references and noting any cost or schedule impact."
  inputs: ["RFI form", "contract drawings", "project specifications", "submittal log"]
  outputs: ["draft RFI response", "referenced document citations", "cost and schedule impact note"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document management system", "drawing viewer", "RFI log"]
  frequency: daily
  trigger: "RFI-047 just came in asking about the curtain wall anchorage detail—draft a response from the drawings"

- id: build-submittal-register-from-division-01-33-specifications
  title: "Build submittal register from Division 01–33 specifications"
  domain: "Operations & Project Mgmt"
  roles: ["Project engineer", "Submittal coordinator", "Construction manager"]
  description: "Parse project specification sections to identify every required submittal action (shop drawing, product data, sample), and populate a register with spec reference, responsible subcontractor, and submission dates keyed to the master schedule."
  inputs: ["project specifications", "master schedule", "subcontractor bid packages"]
  outputs: ["submittal register", "submittal transmittal forms", "critical-path submittal list"]
  automation: high
  human_in_loop: spot-check
  tools: ["document management system", "scheduling software", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Project specs just approved—generate the full submittal register so we can assign subs and set due dates"

- id: assemble-change-order-request-with-cost-backup-and-schedule
  title: "Assemble change order request with cost backup and schedule impact"
  domain: "Operations & Project Mgmt"
  roles: ["Project manager", "Estimator", "Project engineer"]
  description: "Compile T&M field tickets, supplier material quotes, subcontractor change proposals, and a schedule impact narrative into a formatted Change Order Request package for owner review."
  inputs: ["T&M tickets", "supplier quotes", "subcontractor proposals", "PCO log", "baseline schedule"]
  outputs: ["Change Order Request (COR)", "cost summary breakdown", "schedule impact narrative", "supporting backup exhibits"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["cost management system", "scheduling software", "document template", "spreadsheet"]
  frequency: weekly
  trigger: "Compile COR-023 for the unforeseen underground utilities—we have T&M tickets and two sub quotes"

- id: compile-wh-347-certified-payroll-report-for-davis-bacon-comp
  title: "Compile WH-347 certified payroll report for Davis-Bacon compliance"
  domain: "HR & People Ops"
  roles: ["Certified payroll specialist", "Payroll administrator", "Labor compliance administrator"]
  description: "Convert weekly field timesheets to WH-347 certified payroll format, verifying trade classifications, straight-time and overtime hours, and fringe benefit deductions against the applicable prevailing wage determination."
  inputs: ["certified timesheets", "prevailing wage determination", "employee classification records", "fringe benefit schedule"]
  outputs: ["WH-347 certified payroll report", "Statement of Compliance", "wage classification exception flags"]
  automation: high
  human_in_loop: sign-off
  tools: ["payroll system", "spreadsheet", "compliance reporting portal"]
  frequency: weekly
  trigger: "Generate the WH-347 certified payroll for week ending June 27—Davis-Bacon project, carpenters and laborers only"

- id: score-subcontractor-prequalification-package-against-bid-cri
  title: "Score subcontractor prequalification package against bid criteria"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Estimator", "Preconstruction manager", "Procurement manager"]
  description: "Evaluate submitted prequalification packages against weighted criteria including bonding capacity, Experience Modification Rate (EMR), financial statements, project references, and safety record, producing a scored matrix and pass/fail recommendation."
  inputs: ["prequalification questionnaire", "financial statements", "EMR letter", "bonding capacity letter", "project references"]
  outputs: ["scored prequalification matrix", "risk flags", "pass/fail recommendation"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "prequalification database", "document repository"]
  frequency: ad-hoc
  trigger: "New mechanical sub submitted prequal docs—score them and flag any issues before we add them to the approved list"

- id: level-competitive-sub-bids-and-identify-scope-gaps
  title: "Level competitive sub-bids and identify scope gaps"
  domain: "Sales & BizDev"
  roles: ["Estimator", "Chief estimator", "Preconstruction manager"]
  description: "Normalize multiple subcontractor bids by mapping each against the full scope of work, pricing unincluded scope items as cost plugs, and producing an apples-to-apples comparison matrix with a recommended award."
  inputs: ["subcontractor bid proposals", "scope of work", "bid leveling template", "budget benchmark"]
  outputs: ["bid leveling matrix", "scope gap cost plugs", "low bidder recommendation", "inclusions and exclusions summary"]
  automation: medium
  human_in_loop: approve
  tools: ["estimating software", "spreadsheet", "document management system"]
  frequency: ad-hoc
  trigger: "We have five drywall bids ranging from $1.2M to $1.9M—level them and tell me which to award"

- id: generate-trade-assigned-punch-list-from-field-inspection-not
  title: "Generate trade-assigned punch list from field inspection notes"
  domain: "Operations & Project Mgmt"
  roles: ["Project engineer", "Field superintendent", "Commissioning agent"]
  description: "Organize deficiency items captured during a field walkthrough into a formatted punch list grouped by trade and location, linking photo evidence and specification references to each item."
  inputs: ["field inspection notes", "deficiency photos", "as-built drawings", "specification sections"]
  outputs: ["punch list with trade assignments and location codes", "photo-linked deficiency report"]
  automation: high
  human_in_loop: spot-check
  tools: ["field inspection app", "document management system", "spreadsheet"]
  frequency: weekly
  trigger: "Here are my walkthrough notes from today's Level 4 inspection—generate the punch list and assign items to trades"

- id: update-osha-300-log-and-recalculate-trir-and-dart-rates
  title: "Update OSHA 300 log and recalculate TRIR and DART rates"
  domain: "Legal & Compliance"
  roles: ["Safety manager", "EHS coordinator", "Construction safety officer"]
  description: "Convert field incident reports to OSHA 300 log entries, classify cases as recordable versus first-aid, and recalculate Total Recordable Incident Rate (TRIR) and Days Away/Restricted/Transfer (DART) rates for the current period."
  inputs: ["First Report of Injury", "incident investigation report", "hours worked log", "existing OSHA 300 log"]
  outputs: ["updated OSHA 300 log", "TRIR and DART rate calculations", "OSHA 300A summary draft"]
  automation: high
  human_in_loop: review-before-send
  tools: ["safety management system", "spreadsheet", "incident reporting platform"]
  frequency: ad-hoc
  trigger: "We had a recordable incident Monday—update the OSHA 300 log and recalculate our TRIR for Q2"

- id: prepare-aia-g704-substantial-completion-documentation-packag
  title: "Prepare AIA G704 substantial completion documentation package"
  domain: "Operations & Project Mgmt"
  roles: ["Project manager", "Owner's representative", "Construction manager"]
  description: "Compile the AIA G704 certificate, systems commissioning test reports, O&M manual delivery confirmation, warranty start-date register, and outstanding punch list for owner and architect sign-off."
  inputs: ["punch list", "commissioning test reports", "O&M manuals", "warranty letters", "attic stock log"]
  outputs: ["AIA G704 draft", "warranty register", "O&M delivery checklist", "substantial completion package"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document management system", "contract management system", "document template"]
  frequency: ad-hoc
  trigger: "We're targeting substantial completion July 15—draft the G704 package and list what's still missing"

- id: produce-job-cost-variance-report-by-csi-cost-code
  title: "Produce job cost variance report by CSI cost code"
  domain: "Finance & Accounting"
  roles: ["Project controls specialist", "Project accountant", "Project manager"]
  description: "Compare original budgeted cost against committed costs and cost-to-complete estimates for each CSI division cost code, flagging overruns and producing a narrative summary with a cost-at-completion forecast."
  inputs: ["original estimate", "executed subcontracts", "purchase orders", "T&M log", "cost-to-complete estimates"]
  outputs: ["job cost variance report", "cost-at-completion forecast", "over-budget cost code flags", "narrative summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["cost management system", "ERP", "spreadsheet"]
  frequency: monthly
  trigger: "Run the June job cost report for Project 2240—flag anything over 5% variance from budget"

- id: draft-preliminary-notice-to-owner-and-mechanic-s-lien-notice
  title: "Draft preliminary notice to owner and mechanic's lien notice"
  domain: "Legal & Compliance"
  roles: ["Contract administrator", "Accounts receivable specialist", "Construction attorney"]
  description: "Generate a jurisdiction-compliant Preliminary Notice to Owner (PNO) and, if payment is delinquent beyond the statutory window, a Notice of Intent to File Mechanic's Lien with correct legal description, claimant details, and filing deadlines."
  inputs: ["contract documents", "property legal description", "payment ledger", "invoice aging report", "state lien statute requirements"]
  outputs: ["Preliminary Notice to Owner (PNO)", "Notice of Intent to Lien", "filing deadline calendar", "cover letter"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["contract repository", "lien management platform", "legal document template", "calendar"]
  frequency: ad-hoc
  trigger: "We haven't been paid on the Riverside project in 60 days—draft the preliminary lien notice with the correct legal description"

- id: compile-daily-field-report-from-site-logs
  title: "Compile daily field report from site logs"
  domain: "Operations & Project Mgmt"
  roles: ["Superintendent", "Field Engineer", "Project Engineer"]
  description: "Aggregate labor headcounts by trade, equipment on-site, weather conditions, work-in-place descriptions, and visitor entries from sign-in sheets and field notes into a standardized daily field report (DFR) for the owner and internal project records."
  inputs: ["trade labor sign-in sheets", "equipment deployment log", "weather data", "superintendent field notes", "visitor log"]
  outputs: ["daily field report (DFR)"]
  automation: medium
  human_in_loop: spot-check
  tools: ["field reporting software", "project management platform", "spreadsheet"]
  frequency: daily
  trigger: "Generate today's DFR from my sign-in sheets and field notes — include weather, headcounts by trade, and work in place"

- id: assemble-project-close-out-documentation-package
  title: "Assemble project close-out documentation package"
  domain: "Operations & Project Mgmt"
  roles: ["Project Engineer", "Document Controller", "Construction Project Manager"]
  description: "Compile O&M manuals, warranty letters, as-built drawing markups, attic stock lists, commissioning reports, and training records into a structured turnover package meeting the Division 01 close-out specification requirements."
  inputs: ["O&M manuals", "warranty letters", "as-built drawing markups", "commissioning reports", "attic stock list", "Division 01 close-out specification"]
  outputs: ["close-out documentation package", "owner turnover transmittal"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document management system", "project management platform", "PDF assembly tool"]
  frequency: ad-hoc
  trigger: "Assemble the close-out package for the owner — final completion is next week and I need to organize everything in the spec format"

- id: build-long-lead-material-procurement-and-expediting-tracker
  title: "Build long-lead material procurement and expediting tracker"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Project Engineer", "Procurement Manager", "Assistant Project Manager"]
  description: "Create a log mapping long-lead items to their procurement milestones, submittal approval status, vendor delivery commitments, and schedule float against activity early-start dates, then draft expedite follow-ups for items at risk."
  inputs: ["project master schedule", "specification sections", "purchase orders", "submittal log", "vendor delivery confirmations"]
  outputs: ["long-lead procurement tracker", "expedite follow-up emails"]
  automation: medium
  human_in_loop: spot-check
  tools: ["project management platform", "spreadsheet", "procurement system"]
  frequency: weekly
  trigger: "Build a long-lead tracker from the spec and schedule so I can see which items are at risk of delaying the critical path"

- id: prepare-retainage-release-request-with-milestone-documentati
  title: "Prepare retainage release request with milestone documentation"
  domain: "Finance & Accounting"
  roles: ["Construction Project Manager", "Contract Administrator", "Project Accountant"]
  description: "Assemble signed punch list, AIA G704, final unconditional lien releases, and final pay application into a formal letter requesting release of retained funds from the owner at substantial or final completion."
  inputs: ["AIA G704 certificate of substantial completion", "signed punch list", "unconditional lien releases", "final pay application", "retainage schedule"]
  outputs: ["retainage release request letter", "supporting documentation package"]
  automation: medium
  human_in_loop: approve
  tools: ["contract repository", "document management system", "accounting system"]
  frequency: ad-hoc
  trigger: "Prepare the retainage release request — the owner signed the punch list and I have all the unconditional lien releases"

- id: draft-subcontractor-notice-to-cure-from-performance-deficien
  title: "Draft subcontractor notice-to-cure from performance deficiency record"
  domain: "Legal & Compliance"
  roles: ["Construction Project Manager", "Contract Administrator"]
  description: "Draft a formal cure notice to an underperforming subcontractor citing specific subcontract clauses, an itemized list of performance deficiencies with supporting correspondence dates, and a cure deadline before termination-for-default proceedings begin."
  inputs: ["subcontract agreement", "RFI and correspondence log", "schedule delay documentation", "deficiency inspection notes"]
  outputs: ["notice-to-cure letter", "deficiency exhibit"]
  automation: medium
  human_in_loop: sign-off
  tools: ["contract repository", "document management system", "word processor"]
  frequency: ad-hoc
  trigger: "Draft a cure notice for our framing sub — they are four weeks behind, not responding to emails, and we need to document this before termination"

- id: compile-time-and-materials-work-ticket-from-directed-extra-w
  title: "Compile time-and-materials work ticket from directed extra work logs"
  domain: "Finance & Accounting"
  roles: ["Superintendent", "Project Engineer", "Field Engineer"]
  description: "Aggregate daily T&M labor hours by craft and rate, equipment hours, and material receipts for owner-directed extra work into a signed daily force account ticket for contemporaneous documentation and future change order billing."
  inputs: ["daily labor sign-in sheets", "equipment log", "material delivery receipts", "owner direction memo or verbal direction record"]
  outputs: ["T&M force account work ticket", "cost summary by category"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["field reporting software", "spreadsheet", "project management platform"]
  frequency: ad-hoc
  trigger: "Build the T&M ticket for today's directed work on the unforeseen utilities — I need the owner's rep to sign it before they leave the site"

- id: draft-time-extension-request-with-concurrent-delay-analysis
  title: "Draft time extension request with concurrent delay analysis"
  domain: "Legal & Compliance"
  roles: ["Construction Project Manager", "Scheduler", "Contract Administrator"]
  description: "Prepare a formal time extension request citing the excusable delay event, affected contract activities, critical-path impact from the updated schedule, and concurrency analysis to substantiate the number of calendar days sought."
  inputs: ["contract agreement and general conditions", "baseline and updated schedule", "delay event documentation", "daily field reports", "RFI and change order log"]
  outputs: ["time extension request letter", "schedule impact analysis", "concurrency analysis exhibit"]
  automation: medium
  human_in_loop: sign-off
  tools: ["scheduling software", "document management system", "word processor"]
  frequency: ad-hoc
  trigger: "Draft a time extension request for the 30-day owner-caused delay on the steel — include the critical-path analysis from the updated schedule"

- id: audit-suppressed-and-stranded-marketplace-listings-and-draft
  title: "Audit suppressed and stranded marketplace listings and draft reinstatement action plan"
  domain: "Sales & BizDev"
  roles: ["Marketplace operations analyst", "E-commerce coordinator", "Digital merchandiser"]
  description: "Pull all listings flagged as suppressed or stranded from the seller central dashboard, categorize by suppression reason code (missing attribute, pricing violation, restricted ASIN, image failure), and produce a prioritized reinstatement action plan with specific fixes per listing."
  inputs: ["Marketplace seller dashboard export", "Suppression reason code definitions", "Product catalog / item master"]
  outputs: ["Suppressed listing audit report", "Reinstatement action plan by reason code", "Exception queue prioritized by revenue impact"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Marketplace seller platform", "PIM system", "Spreadsheet"]
  frequency: weekly
  trigger: "Pull all our suppressed listings on the marketplace and tell me what needs to be fixed to reinstate them"

- id: build-item-level-buy-sheet-from-open-to-buy-budget-and-seaso
  title: "Build item-level buy sheet from open-to-buy budget and seasonal assortment plan"
  domain: "Operations & Project Mgmt"
  roles: ["Merchandising planner", "Buyer", "Assistant buyer"]
  description: "Translate a seasonal assortment plan and open-to-buy (OTB) budget into a structured buy sheet showing recommended units per SKU, color and size depth, and vendor allocation, distributing spend against planned sell-through and margin targets."
  inputs: ["Seasonal assortment plan", "Open-to-buy budget by department", "Historical sell-through data", "Vendor cost sheets"]
  outputs: ["Item-level buy sheet", "Unit depth by SKU / color / size", "Vendor spend allocation summary"]
  automation: medium
  human_in_loop: approve
  tools: ["Merchandise planning system", "ERP", "Spreadsheet"]
  frequency: quarterly
  trigger: "We have our Q4 OTB locked — build me a buy sheet for the outerwear assortment from the plan"

- id: validate-promotional-price-ladder-against-map-policy-and-com
  title: "Validate promotional price ladder against MAP policy and competitive price floor before go-live"
  domain: "Finance & Accounting"
  roles: ["Pricing analyst", "Promotions coordinator", "E-commerce merchandiser"]
  description: "Before activating a promotional event, cross-check each item's proposed promotional price against the brand MAP (minimum advertised price) policy file and current competitive price floor, flagging any violations and recommending minimum compliant price points."
  inputs: ["Promotional price list", "MAP policy file by brand and item", "Competitive price feed", "Promotional calendar entry"]
  outputs: ["MAP compliance validation report", "Price violation flag list with recommended floors", "Approved promotional price file"]
  automation: high
  human_in_loop: approve
  tools: ["Pricing engine", "Competitive intelligence feed", "Spreadsheet"]
  frequency: weekly
  trigger: "Check the promo prices for this weekend's event against MAP before we push them live"

- id: enrich-pim-product-records-from-vendor-sell-sheets-and-techn
  title: "Enrich PIM product records from vendor sell sheets and technical specification documents"
  domain: "Marketing & Content"
  roles: ["PIM specialist", "Catalog coordinator", "Digital merchandiser"]
  description: "Extract structured attribute data — dimensions, materials, certifications, feature bullets — from vendor-supplied sell sheets, spec sheets, and imagery packages, then populate or update the corresponding product records in the PIM system."
  inputs: ["Vendor sell sheets (PDF or image)", "Technical specification documents", "PIM product records with attribute gaps", "Category attribute taxonomy"]
  outputs: ["Enriched PIM product records", "Attribute population completion report", "Remaining gap list for vendor follow-up"]
  automation: high
  human_in_loop: spot-check
  tools: ["PIM system", "Document parser", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "We just got spec sheets for 200 new fall items — populate the missing attributes in the PIM from those files"

- id: generate-store-level-replenishment-purchase-orders-from-min
  title: "Generate store-level replenishment purchase orders from min/max reorder parameters and on-hand inventory"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Replenishment analyst", "Inventory planner", "Supply chain coordinator"]
  description: "Compare current on-hand and on-order inventory at the store or DC level against established min/max reorder parameters, identify items below reorder point, calculate order quantity to restore target inventory, and generate draft purchase orders grouped by vendor."
  inputs: ["On-hand inventory snapshot", "Min/max reorder parameters by SKU and location", "Open purchase order file", "Vendor lead time table"]
  outputs: ["Draft replenishment purchase orders by vendor", "Reorder quantity summary", "Below-minimum exception report"]
  automation: high
  human_in_loop: approve
  tools: ["Inventory management system", "ERP", "Spreadsheet"]
  frequency: daily
  trigger: "Run the nightly replenishment calc for the DC and give me the POs to review before we transmit them"

- id: triage-rma-receipts-by-condition-code-and-assign-to-disposit
  title: "Triage RMA receipts by condition code and assign to disposition workflow"
  domain: "Operations & Project Mgmt"
  roles: ["Returns coordinator", "Reverse logistics specialist", "Warehouse operations analyst"]
  description: "Process the daily RMA receipt log by applying condition codes (customer-like-new, opened-unused, damaged, defective, wrong item) against a disposition rules matrix to route each returned unit to restock, refurbishment, vendor return, or liquidation/salvage."
  inputs: ["RMA receipt log", "Condition code definitions", "Disposition rules matrix", "Vendor return authorization thresholds"]
  outputs: ["Disposition assignment file", "Restock authorization list", "Vendor return claim summary", "Liquidation routing instructions"]
  automation: high
  human_in_loop: spot-check
  tools: ["Warehouse management system", "Returns management platform", "Spreadsheet"]
  frequency: daily
  trigger: "Process today's RMA receipts and assign dispositions based on condition codes so the warehouse knows where to route them"

- id: draft-vendor-chargeback-dispute-letter-from-compliance-devia
  title: "Draft vendor chargeback dispute letter from compliance deviation and freight evidence"
  domain: "Finance & Accounting"
  roles: ["Vendor compliance analyst", "Deductions analyst", "Accounts payable specialist"]
  description: "Given a vendor-issued chargeback deduction notice (for late shipment, labeling error, over- or under-shipment, or routing violation), assemble the purchase order, proof-of-delivery, bill of lading, and compliance records into a formal dispute letter contesting or partially accepting the deduction."
  inputs: ["Chargeback deduction notice", "Original purchase order", "Proof of delivery / bill of lading", "Shipping compliance documentation", "Vendor routing guide"]
  outputs: ["Chargeback dispute letter", "Supporting evidence package", "Accepted vs. contested deduction breakdown"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Deductions management system", "Contract repository", "Document management system"]
  frequency: monthly
  trigger: "The vendor deducted $4,200 for a late shipment — draft a dispute using the POD and routing confirmation we have on file"

- id: convert-approved-planogram-schematic-into-store-reset-execut
  title: "Convert approved planogram schematic into store reset execution instructions"
  domain: "Operations & Project Mgmt"
  roles: ["Space planning analyst", "Planogram coordinator", "Category manager"]
  description: "Translate a finalized planogram schematic (shelf positions, facings, adjacencies) into plain-language store reset instructions including a fixture-by-fixture product placement sequence, and a moves/additions/deletions change list for store staff executing the reset."
  inputs: ["Approved planogram schematic (PDF or space planning file)", "Item master with product dimensions", "Current shelf configuration", "Store cluster assignment"]
  outputs: ["Store reset execution instructions", "Fixture placement sequence guide", "Items to add / remove / relocate list", "Shelf label set"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Space planning software", "Label printing system", "Spreadsheet"]
  frequency: quarterly
  trigger: "The spring planogram for the snack aisle is approved — build the reset instructions for the store team"

- id: compile-end-of-season-sell-through-report-and-flag-markdown
  title: "Compile end-of-season sell-through report and flag markdown or exit candidates"
  domain: "Data & Reporting (BI)"
  roles: ["Merchandising planner", "Inventory analyst", "Buyer"]
  description: "Aggregate POS sales and remaining inventory data across the season for each SKU, calculate sell-through rate and weeks-of-supply remaining, and flag items below the target sell-through threshold as candidates for markdown action or end-of-season exit and clearance."
  inputs: ["POS sales data by SKU", "Opening and current inventory positions", "Sell-through target by category", "Markdown history"]
  outputs: ["Season sell-through report by SKU", "Markdown candidate list with recommended markdown percentage", "Exit and clearance SKU list"]
  automation: high
  human_in_loop: approve
  tools: ["Merchandise planning system", "BI / reporting tool", "Spreadsheet"]
  frequency: quarterly
  trigger: "Season is wrapping up — pull the sell-through for summer apparel and flag anything that needs a markdown or clearance"

- id: reconcile-marketplace-settlement-remittances-to-expected-ord
  title: "Reconcile marketplace settlement remittances to expected order revenue"
  domain: "Finance & Accounting"
  roles: ["Marketplace operations analyst", "E-commerce accountant", "Revenue analyst"]
  description: "Match marketplace settlement reports showing actual disbursements after fees, returns, and adjustments against expected revenue from confirmed orders, identify fee overcharges, unresolved return deductions, or missing disbursements, and prepare a reconciliation summary for the finance team."
  inputs: ["Marketplace settlement report", "Order management system export", "Fee schedule / rate card", "Returns and refund log"]
  outputs: ["Settlement reconciliation report", "Fee overcharge exception list", "Unresolved deduction queue", "Adjusted revenue ledger entry"]
  automation: high
  human_in_loop: spot-check
  tools: ["Marketplace seller platform", "Order management system", "Accounting system", "Spreadsheet"]
  frequency: monthly
  trigger: "Reconcile last month's marketplace settlement against our expected order revenue and flag any gaps or unexplained deductions"

- id: audit-product-content-completeness-scores-by-category-and-ge
  title: "Audit product content completeness scores by category and generate PIM enrichment task queue"
  domain: "Marketing & Content"
  roles: ["PIM specialist", "Catalog manager", "E-commerce merchandiser"]
  description: "Score all active product records in the PIM against a required-attribute checklist by category (images, copy, dimensions, certifications, size guides), identify completeness gaps, and generate a prioritized enrichment task queue assigning missing attributes to the responsible internal team or vendor contact."
  inputs: ["PIM product records", "Required attribute checklist by category", "Content completeness thresholds", "Vendor contact list"]
  outputs: ["Content completeness score report by category", "Prioritized enrichment task queue", "Vendor data request list"]
  automation: high
  human_in_loop: spot-check
  tools: ["PIM system", "Project management tool", "Spreadsheet"]
  frequency: weekly
  trigger: "Run a content completeness audit on our electronics category and give me the gap list to assign enrichment tasks"

- id: map-vendor-supplied-barcodes-against-item-master-and-flag-du
  title: "Map vendor-supplied barcodes against item master and flag duplicate or missing GTINs"
  domain: "Operations & Project Mgmt"
  roles: ["Item setup specialist", "Catalog coordinator", "Inventory control analyst"]
  description: "Cross-reference a vendor-supplied UPC/EAN barcode file against the internal item master to identify items with missing GTINs, duplicate barcodes assigned to multiple SKUs, or format errors, and generate a clean-up exception report with resolution actions before items are activated in the system."
  inputs: ["Vendor barcode / UPC file", "Internal item master", "GTIN format validation rules"]
  outputs: ["Barcode validation exception report", "Duplicate GTIN list", "Missing GTIN request list for vendor", "Corrected item master update file"]
  automation: high
  human_in_loop: spot-check
  tools: ["Item master / MDM system", "Data validation tool", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "New vendor sent their UPC list — validate it against the item master and flag any duplicates or missing GTINs before we set them up"

- id: build-size-curve-allocation-plan-for-new-season-initial-stor
  title: "Build size-curve allocation plan for new-season initial store shipments"
  domain: "Operations & Project Mgmt"
  roles: ["Allocation analyst", "Merchandise planner", "Store planner"]
  description: "Using historical size-sales curves segmented by store cluster and door volume, calculate per-store, per-size unit quantities for an initial season allocation wave so that each door receives a size run proportionate to its demand profile."
  inputs: ["historical size-level sales data by store cluster", "door-volume tiers", "total buy units by style/color", "store cluster assignments"]
  outputs: ["size-curve allocation worksheet", "per-store size-run quantities", "unfilled-unit flag by door"]
  automation: high
  human_in_loop: review-before-send
  tools: ["merchandise planning system", "spreadsheet", "allocation engine"]
  frequency: quarterly
  trigger: "Build the size-curve allocation for the spring initial ship — here are the buy units and the historical size curves by cluster."

- id: draft-return-to-vendor-rtv-authorization-package-and-packing
  title: "Draft return-to-vendor (RTV) authorization package and packing manifest"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Vendor compliance specialist", "Returns merchandise coordinator", "Inventory control analyst"]
  description: "Generate the full RTV package — vendor authorization request citing contractual terms, item-level packing manifest with quantities and condition codes, carton labeling instructions, and routing instructions — so warehouse staff can execute the vendor return without further correspondence."
  inputs: ["vendor purchase agreement RTV clause", "approved RTV quantity list", "warehouse on-hand snapshot", "vendor routing guide"]
  outputs: ["RTV authorization request letter", "packing manifest", "carton label template", "carrier routing instructions"]
  automation: high
  human_in_loop: approve
  tools: ["ERP / inventory management system", "document template tool", "email"]
  frequency: ad-hoc
  trigger: "Vendor approved our RTV request for 340 units of SKU group 7812. Draft the full RTV package so the warehouse can ship it out."

- id: configure-promotional-event-mechanics-in-pricing-or-oms-engi
  title: "Configure promotional event mechanics in pricing or OMS engine"
  domain: "Operations & Project Mgmt"
  roles: ["Promotions coordinator", "E-commerce merchandiser", "Pricing analyst"]
  description: "Translate an approved promotion brief into structured system-level promotional rules — including trigger conditions, discount type, stacking priority, excluded SKUs, and active date window — and verify rule logic in a staging environment before activating."
  inputs: ["approved promotion brief", "SKU inclusion/exclusion list", "promo calendar", "system promotion rule schema"]
  outputs: ["configured promotion rule set", "staging validation screenshot", "activation checklist"]
  automation: medium
  human_in_loop: approve
  tools: ["pricing engine", "order management system", "e-commerce platform"]
  frequency: weekly
  trigger: "Set up the Buy 2 Get 1 50% off promo for accessories — runs Friday through Sunday, excludes sale styles, must not stack with the loyalty 15%."

- id: audit-product-images-against-channel-image-specification-req
  title: "Audit product images against channel image specification requirements"
  domain: "Marketing & Content"
  roles: ["Digital content specialist", "Marketplace content manager", "E-commerce catalog coordinator"]
  description: "Check each product's hero image, alternate angles, swatch, and lifestyle images against per-channel technical specifications — background color, minimum resolution, sRGB profile, watermark rules, required angle count — and generate a remediation queue for non-compliant assets before listing syndication."
  inputs: ["product image asset set", "channel image specification documents", "product-to-channel listing plan"]
  outputs: ["image compliance audit report", "per-SKU pass/fail table", "remediation task list for creative team"]
  automation: high
  human_in_loop: spot-check
  tools: ["digital asset management system", "spreadsheet", "image metadata reader"]
  frequency: ad-hoc
  trigger: "We're syndicating 600 new SKUs to the marketplace next week. Run the image spec audit and tell me what needs to be reshoots vs. quick fixes."

- id: compile-open-vendor-deduction-aging-report-and-rank-dispute
  title: "Compile open vendor deduction aging report and rank dispute queue"
  domain: "Finance & Accounting"
  roles: ["Vendor billing analyst", "Accounts payable deductions analyst", "Trade compliance coordinator"]
  description: "Pull all open vendor deductions from accounts payable, bucket them by deduction type (shortage, routing violation, defective allowance, label non-compliance), and rank by age and dollar exposure to produce a prioritized dispute workload with statute-of-limitation flags."
  inputs: ["accounts payable open deductions ledger", "vendor agreements with dispute windows", "prior dispute log"]
  outputs: ["deduction aging report", "prioritized dispute queue", "deductions at risk of expiry flag list"]
  automation: high
  human_in_loop: spot-check
  tools: ["ERP / accounts payable system", "spreadsheet"]
  frequency: weekly
  trigger: "Pull all open deductions from AP and sort them by age so I know what's about to expire and what to work first."

- id: assemble-vendor-line-review-performance-package-ahead-of-buy
  title: "Assemble vendor line review performance package ahead of buying negotiation"
  domain: "Sales & BizDev"
  roles: ["Buyer", "Senior buyer", "Category manager", "GMM"]
  description: "Compile a style-level and category-level performance summary for an incumbent vendor covering sell-through rate, initial mark-up, gross margin, return rate, and weeks-of-supply, and format it into a pre-negotiation line review document that anchors assortment and terms discussions."
  inputs: ["vendor sales history by style", "cost and retail price file", "return and markdown data", "current OTB plan"]
  outputs: ["vendor line review deck or document", "style-level performance scorecard", "recommended continue/edit/drop list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["merchandise planning system", "spreadsheet", "presentation tool"]
  frequency: quarterly
  trigger: "Prep the line review package for our fall vendor meeting with Brand X — I need style-level sell-through, margins, and a continue/drop recommendation."

- id: map-approved-assortment-to-site-browse-taxonomy-nodes-and-se
  title: "Map approved assortment to site browse taxonomy nodes and search facet attributes"
  domain: "Operations & Project Mgmt"
  roles: ["E-commerce merchandiser", "Digital merchandiser", "Catalog manager", "Site search analyst"]
  description: "Assign each approved style to the correct category tree node in the site taxonomy and populate controlled-vocabulary facet attributes — color family, size type, material, fit, end-use — so products display in the correct browse paths and appear in filtered search results."
  inputs: ["approved assortment list with product attributes", "site category taxonomy document", "facet attribute controlled vocabulary", "PIM attribute mapping guide"]
  outputs: ["completed taxonomy node assignment file", "facet attribute fill file", "unmappable attribute flag list"]
  automation: high
  human_in_loop: spot-check
  tools: ["PIM system", "e-commerce platform", "spreadsheet"]
  frequency: ad-hoc
  trigger: "We have 180 new styles going live next week. Map them all to the correct category nodes and fill the facet attributes so they show up in filters."

- id: triage-published-literature-for-expedited-icsr-reporting-obl
  title: "Triage published literature for expedited ICSR reporting obligation"
  domain: "Legal & Compliance"
  roles: ["Literature surveillance specialist", "Pharmacovigilance associate", "Drug safety scientist"]
  description: "Screen newly flagged published case reports and case series from the literature monitoring system against the product's reference safety information (RSI) to determine whether a 7-day or 15-day expedited report is required, documenting the triage rationale for the case file."
  inputs: ["Literature monitoring alert batch", "Reference safety information (RSI)", "Published articles and case reports", "Seriousness and expectedness criteria checklist"]
  outputs: ["Literature triage log with reporting obligation decisions", "ICSR initiation flags for qualifying cases"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["literature monitoring platform", "safety database", "medical literature database"]
  frequency: weekly
  trigger: "New literature search results came in — triage them for expedited ICSR reporting obligations and log the decisions"

- id: build-smpc-section-by-section-redline-comparison-table-for-t
  title: "Build SmPC section-by-section redline comparison table for Type II variation"
  domain: "Legal & Compliance"
  roles: ["Regulatory affairs specialist", "Regulatory medical writer", "Labeling manager"]
  description: "Produce a structured side-by-side redline table comparing each affected SmPC section's current approved text against the proposed text, annotating every change with the variation type, supporting data justification reference, and eCTD module and section cross-reference."
  inputs: ["Current approved SmPC", "Proposed SmPC draft", "Clinical and preclinical data package summary", "eCTD dossier module index"]
  outputs: ["SmPC redline comparison table", "Supporting data cross-reference index", "Affected section summary for cover letter"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document management system", "word processor", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Prepare the SmPC section comparison table for our Type II variation adding the new indication — cross-reference to the supporting Module 5 studies"

- id: reconcile-etmf-document-index-against-dia-tmf-reference-mode
  title: "Reconcile eTMF document index against DIA TMF Reference Model for study closeout"
  domain: "Operations & Project Mgmt"
  roles: ["TMF coordinator", "Clinical trial manager", "Document control specialist"]
  description: "Compare the current eTMF document index against the DIA TMF Reference Model artifact list for the applicable trial phase, identify missing, incomplete, or misclassified documents, and produce a prioritized remediation tracker for inspection readiness."
  inputs: ["eTMF document index export", "DIA TMF Reference Model artifact checklist", "Trial protocol version", "Site activation and closeout dates"]
  outputs: ["TMF completeness gap report", "Artifact remediation tracker with owner and due-date assignments"]
  automation: medium
  human_in_loop: approve
  tools: ["eTMF system", "spreadsheet"]
  frequency: monthly
  trigger: "Run a TMF completeness check against the DIA Reference Model for Study XYZ ahead of our end-of-study archive"

- id: map-protocol-amendment-impact-on-ecrf-specifications-and-sdv
  title: "Map protocol amendment impact on eCRF specifications and SDV scope"
  domain: "Operations & Project Mgmt"
  roles: ["Clinical data manager", "CRA (clinical research associate)", "Clinical operations associate"]
  description: "Review a protocol amendment redline to identify which eCRF visit pages, field-level edit checks, and data validation rules must be added, removed, or modified, and flag downstream changes required in the source data verification scope and monitoring plan."
  inputs: ["Protocol amendment redline", "Current eCRF specification", "Monitoring plan", "Edit check specification"]
  outputs: ["eCRF impact assessment matrix", "Monitoring plan amendment scope document", "Data management plan revision notes"]
  automation: medium
  human_in_loop: approve
  tools: ["eCRF builder", "document management system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Amendment 3 adds a biomarker sub-study visit — scope out all the eCRF changes and flag what needs updating in the monitoring plan"

- id: draft-day-120-day-150-list-of-questions-response-package-for
  title: "Draft Day 120 / Day 150 List of Questions response package for MAA"
  domain: "Legal & Compliance"
  roles: ["Regulatory affairs manager", "Regulatory submissions specialist", "Clinical regulatory writer"]
  description: "For each question in an EMA Day 120 or Day 150 List of Questions, draft a structured response with the proposed position, supporting data reference, proposed SmPC wording revision where triggered, and eCTD cross-reference to the relevant module and section."
  inputs: ["Regulatory agency LoQ document", "Clinical and preclinical study reports", "Current approved SmPC", "eCTD dossier index"]
  outputs: ["Draft LoQ response document per question", "Updated module cross-reference table", "Revised SmPC sections where applicable"]
  automation: low
  human_in_loop: sign-off
  tools: ["eCTD publishing tool", "document management system", "word processor"]
  frequency: ad-hoc
  trigger: "We just received the Day 120 LoQ for our MAA — build the response template with eCTD module cross-references for each question"

- id: validate-serialization-product-master-data-against-marketing
  title: "Validate serialization product master data against marketing authorization attributes"
  domain: "Operations & Project Mgmt"
  roles: ["Serialization specialist", "Supply chain compliance manager", "Regulatory affairs associate"]
  description: "Cross-check GTIN, national trade item numbers, pack-level hierarchy, expiry date format, and batch or lot encoding configured in the serialization platform against the approved marketing authorization product attributes and applicable country-specific regulations such as FMD, DSCSA, or ANVISA."
  inputs: ["Serialization system product master data export", "Marketing authorization approval documents", "Country packaging regulation reference", "GTIN registration records"]
  outputs: ["Serialization master data validation report", "Discrepancy list with remediation actions and regulatory citation"]
  automation: high
  human_in_loop: spot-check
  tools: ["serialization platform", "ERP system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Before onboarding the new SKU to the packaging line, validate the serialization master data against the MA and flag any FMD compliance gaps"

- id: compile-batch-disposition-summary-from-executed-batch-manufa
  title: "Compile batch disposition summary from executed batch manufacturing record"
  domain: "Legal & Compliance"
  roles: ["Batch release specialist", "QP (qualified person)", "Quality assurance reviewer"]
  description: "Extract critical process parameters, in-process control results, executed deviations, analytical release test results, yield reconciliation, and component usage from the executed batch manufacturing record and certificate of analysis to compile a structured batch disposition summary for the qualified person release decision."
  inputs: ["Executed batch manufacturing record (BMR)", "Certificate of analysis (CoA)", "Deviation log", "Finished goods specification", "Component reconciliation data"]
  outputs: ["Batch disposition summary", "Open items list for QP sign-off"]
  automation: medium
  human_in_loop: sign-off
  tools: ["ERP system", "quality management system", "LIMS"]
  frequency: ad-hoc
  trigger: "Compile the batch disposition summary for batch 2025-0342 from the executed BMR and CoA — flag any open items for QP review"

- id: compose-msl-scientific-exchange-field-interaction-report
  title: "Compose MSL scientific exchange field interaction report"
  domain: "Research & Competitive Intel"
  roles: ["Medical science liaison", "MSL regional director", "Medical affairs manager"]
  description: "From field notes captured after an unsolicited scientific exchange with a key opinion leader or HCP, draft a structured MSL interaction report capturing clinical questions raised, real-world product use insights, competitive mentions, pipeline interest signals, and required follow-up actions for the Medical Affairs intelligence repository."
  inputs: ["MSL field notes", "HCP profile", "Medical information request log", "Interaction type classification"]
  outputs: ["MSL interaction report", "Medical insight summary record", "CRM field activity update"]
  automation: high
  human_in_loop: review-before-send
  tools: ["CRM system", "MSL field platform", "word processor"]
  frequency: daily
  trigger: "Turn my notes from today's KOL meeting into a formal MSL interaction report and tag the medical insight items"

- id: extract-and-format-aggregate-adverse-event-line-listing-for
  title: "Extract and format aggregate adverse event line listing for PBRER or DSUR"
  domain: "Legal & Compliance"
  roles: ["Pharmacovigilance scientist", "Safety data associate", "Drug safety scientist"]
  description: "Query the safety database for all ICSRs within a defined reporting period and export a structured line listing with MedDRA SOC and PT coding, seriousness criteria, causality, narrative summary flag, and outcome, formatted per the ICH E2C(R2) PBRER or ICH E2F DSUR appendix template."
  inputs: ["Safety database query parameters (product, date range, report type)", "MedDRA dictionary version", "ICH PBRER or DSUR appendix template"]
  outputs: ["Formatted aggregate adverse event line listing", "Summary tabulation by SOC and PT", "Data-quality flags for medical reviewer"]
  automation: medium
  human_in_loop: spot-check
  tools: ["safety database", "MedDRA browser", "spreadsheet"]
  frequency: quarterly
  trigger: "Pull and format the full line listing for our PBRER — reporting period ending March 31, serious cases to start"

- id: assemble-ectd-module-1-administrative-package-for-ind-filing
  title: "Assemble eCTD Module 1 administrative package for IND filing"
  domain: "Legal & Compliance"
  roles: ["Regulatory submissions specialist", "Regulatory affairs associate", "Document control specialist"]
  description: "Compile all required Module 1 administrative documents, validate leaf-level metadata and document numbering against the eCTD specification, cross-reference prior agency correspondence, and assemble the submission-ready file structure with a gap-flagged checklist."
  inputs: ["Clinical protocol document", "Investigator brochure", "Completed Form FDA 1571 or regional equivalent", "Cover letter draft", "Prior correspondence log", "eCTD submission checklist"]
  outputs: ["eCTD Module 1 file structure", "Leaf metadata table", "Submission cover letter", "Checklist with gap flags"]
  automation: medium
  human_in_loop: approve
  tools: ["eCTD publishing tool", "document management system", "word processor"]
  frequency: ad-hoc
  trigger: "Assemble the Module 1 administrative package for our Phase 1 IND submission — here are all the source documents"

- id: draft-clinical-study-report-synopsis-per-ich-e3
  title: "Draft clinical study report synopsis per ICH E3"
  domain: "Legal & Compliance"
  roles: ["Regulatory medical writer", "Medical reviewer", "Clinical regulatory writer"]
  description: "From top-line statistical analysis output and key protocol parameters, draft the structured synopsis of a clinical study report following the ICH E3 template, covering study rationale, design, primary and secondary endpoint results, safety summary tables, and brief conclusions with significance statements."
  inputs: ["Top-line statistical analysis output", "Protocol synopsis", "Statistical analysis plan (SAP)", "Protocol deviation summary"]
  outputs: ["Draft CSR synopsis", "Integrated efficacy and safety summary tables", "Endpoint results narrative section"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["statistical analysis software output", "word processor", "document management system"]
  frequency: ad-hoc
  trigger: "Top-line results just came in for Study 1234 — draft the CSR synopsis following ICH E3 structure with the key efficacy and safety tables"

- id: generate-randomization-schedule-verification-report-for-clin
  title: "Generate randomization schedule verification report for clinical supply release"
  domain: "Operations & Project Mgmt"
  roles: ["Clinical supply manager", "IRT/IVRS administrator", "Clinical pharmacist"]
  description: "Compare the IRT/IVRS-generated randomization schedule against the protocol-specified stratification factors, block sizes, allocation ratio, and site activation list to verify consistency before clinical supply is released for dispensing."
  inputs: ["IRT/IVRS randomization schedule output", "Protocol randomization specification", "Site activation log", "Stratification factor definitions"]
  outputs: ["Randomization schedule verification report", "Discrepancy flags", "Clinical supply release recommendation"]
  automation: high
  human_in_loop: approve
  tools: ["IRT/IVRS system", "spreadsheet", "document management system"]
  frequency: ad-hoc
  trigger: "The IRT has generated the randomization schedule — verify it matches the protocol specs and stratification before we release to sites"

- id: build-risk-based-monitoring-trigger-report-from-site-kri-dat
  title: "Build risk-based monitoring trigger report from site KRI data"
  domain: "Operations & Project Mgmt"
  roles: ["CRA (clinical research associate)", "Clinical trial manager", "Risk-based monitoring specialist"]
  description: "Aggregate site-level key risk indicators (KRIs) — protocol deviation rate, data entry lag, query age, missed visit rate, consent deficiencies — from EDC and monitoring systems to produce a triggered site performance report ranking sites for on-site versus remote monitoring and flagging outliers for immediate escalation."
  inputs: ["EDC site performance export", "Protocol deviation log", "Monitoring visit schedule", "KRI threshold definitions"]
  outputs: ["Site KRI dashboard report", "Monitoring trigger list with priority ranking", "Escalation flag list for immediate action"]
  automation: medium
  human_in_loop: spot-check
  tools: ["EDC system", "risk-based monitoring platform", "spreadsheet"]
  frequency: monthly
  trigger: "Pull this month's KRI data and generate the site risk ranking to decide which sites need an on-site visit"

- id: draft-company-core-data-sheet-section-update-from-finalized
  title: "Draft company core data sheet section update from finalized safety signal assessment"
  domain: "Legal & Compliance"
  roles: ["Global drug safety physician", "Regulatory safety lead", "Signal management scientist"]
  description: "Takes a concluded safety signal evaluation and drafts the target CCDS/GBCD sections (Warnings, Adverse Reactions, or Special Warnings and Precautions) to reflect the newly characterised risk, producing a tracked-change document that triggers downstream local label updates across all licensed markets."
  inputs: ["Signal assessment final report", "Current CCDS text", "Reference SmPC/PI language", "ICH E2C/E2E guidance"]
  outputs: ["Draft CCDS redline with tracked changes", "Change rationale memo", "Affected-market label update trigger list"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document management system", "signal management system", "word processor"]
  frequency: ad-hoc
  trigger: "The signal evaluation for [reaction] has been approved — draft the CCDS section update and flag which market labels need to be updated"

- id: generate-annotated-package-insert-mapping-labeling-claims-to
  title: "Generate annotated package insert mapping labeling claims to eCTD source documents"
  domain: "Legal & Compliance"
  roles: ["Regulatory labeling specialist", "Regulatory affairs specialist", "Regulatory medical writer"]
  description: "Creates the annotated PI or SmPC required for FDA or EMA labeling review packages by bracketing each proposed claim with a numbered citation linked to the supporting CTD module section and study report, to demonstrate data adequacy for each statement."
  inputs: ["Proposed package insert draft", "eCTD table of contents", "Clinical and nonclinical study reports", "Labeling review package guidelines"]
  outputs: ["Annotated package insert PDF", "Citation cross-reference index table"]
  automation: medium
  human_in_loop: approve
  tools: ["document management system", "word processor", "eCTD viewer", "PDF editor"]
  frequency: ad-hoc
  trigger: "Generate the annotated package insert for our NDA labeling submission mapping each proposed claim back to its supporting CTD source document"

- id: build-protocol-deviation-line-listing-and-severity-classific
  title: "Build protocol deviation line listing and severity classification summary for CSR appendix"
  domain: "Operations & Project Mgmt"
  roles: ["Clinical data manager", "Clinical research associate", "Clinical trial coordinator"]
  description: "Aggregates all logged protocol deviations across trial sites, applies sponsor-defined important/non-important and major/minor classification criteria to each entry, and formats a numbered line listing plus summary count table for inclusion as an ICH E3-required CSR appendix."
  inputs: ["Protocol deviation log", "Site monitoring reports", "Deviation classification criteria matrix", "EDC exports"]
  outputs: ["Protocol deviation line listing (CSR appendix)", "Deviation classification summary table", "Site-level deviation count breakdown"]
  automation: high
  human_in_loop: review-before-send
  tools: ["CTMS", "EDC system", "spreadsheet", "document management system"]
  frequency: ad-hoc
  trigger: "Generate the protocol deviation line listing and classification summary across all sites for inclusion in the CSR appendix"

- id: compile-capa-effectiveness-check-report-from-post-correction
  title: "Compile CAPA effectiveness check report from post-correction quality data"
  domain: "Legal & Compliance"
  roles: ["Quality assurance specialist", "CAPA coordinator", "QA manager"]
  description: "At the pre-defined effectiveness check point, aggregates re-inspection findings, process performance metrics, and retesting results to produce a formal effectiveness verification report confirming root cause elimination and non-recurrence before QMS CAPA closure."
  inputs: ["Original CAPA record with root cause and actions", "Effectiveness check criteria", "Post-correction inspection data", "Process KPI trend data"]
  outputs: ["CAPA effectiveness verification report", "QMS closure recommendation memo"]
  automation: medium
  human_in_loop: sign-off
  tools: ["quality management system", "document management system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "The CAPA effectiveness check window has closed — compile the verification report from the re-audit data and process metrics to support closure"

- id: assemble-orphan-drug-designation-application-dossier-for-fda
  title: "Assemble orphan drug designation application dossier for FDA ODD or EMA COMP submission"
  domain: "Legal & Compliance"
  roles: ["Orphan drug specialist", "Regulatory affairs specialist", "Regulatory scientist"]
  description: "Collects and formats the required elements of an ODD application — disease prevalence or incidence epidemiology data, medical plausibility justification narrative, existing therapy gap analysis, and sponsor information — into the agency-specified structure for FDA ODD or EMA Committee for Orphan Medicinal Products submission."
  inputs: ["Epidemiology literature and registry data", "Clinical development plan", "Drug substance and mechanism description", "Existing therapy landscape summary"]
  outputs: ["ODD application dossier", "Prevalence justification memo", "Medical plausibility narrative", "Sponsor cover letter"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document management system", "literature database", "word processor"]
  frequency: ad-hoc
  trigger: "Draft the orphan drug designation application for our rare disease indication — I need the prevalence justification and medical plausibility narrative"

- id: reconcile-investigational-medicinal-product-accountability-l
  title: "Reconcile investigational medicinal product accountability log against dispensing and return records for site closeout"
  domain: "Operations & Project Mgmt"
  roles: ["Clinical research associate", "Clinical supply coordinator", "Site investigational pharmacist"]
  description: "Cross-checks the site's IMP accountability log against drug dispensing records, patient take-home dosing logs, and return-to-depot or destruction manifests to confirm zero unit discrepancy and generate the IMP reconciliation certificate required for GCP-compliant study closeout."
  inputs: ["IMP accountability log", "Dispensing records", "Patient dosing diaries", "Return-to-depot or destruction manifests"]
  outputs: ["IMP reconciliation certificate", "Discrepancy flagging report", "TMF closeout checklist entry"]
  automation: high
  human_in_loop: approve
  tools: ["CTMS", "drug management system", "spreadsheet", "eTMF system"]
  frequency: ad-hoc
  trigger: "Reconcile the IMP accountability log against the dispensing and return-to-depot records for this site's study closeout"

- id: compile-annual-product-quality-review-data-package-from-batc
  title: "Compile annual product quality review data package from batch and stability records"
  domain: "Legal & Compliance"
  roles: ["Quality assurance specialist", "Quality engineer", "Site quality lead"]
  description: "Aggregates released batch data, in-process control results, yield and reject trends, OOT and OOS event summaries, and ongoing stability data across the review year into the APQR data compilation template required by ICH Q7/Q10 and EU GMP Annex 15, for quality management review and regulatory filing."
  inputs: ["Batch manufacturing records", "In-process test results", "OOT/OOS investigation summaries", "Stability study data", "Change control and deviation log"]
  outputs: ["APQR data compilation table", "Batch trend charts", "Draft APQR executive summary"]
  automation: medium
  human_in_loop: sign-off
  tools: ["quality management system", "spreadsheet", "statistical software", "document management system"]
  frequency: ad-hoc
  trigger: "Compile the batch data, yield trends, OOS events, and stability results for the annual product quality review of [product]"

- id: reconcile-grower-delivery-tickets-to-elevator-settlement-sta
  title: "Reconcile grower delivery tickets to elevator settlement statements"
  domain: "Finance & Accounting"
  roles: ["Grain merchandiser", "Elevator accounting specialist", "Crop input accountant"]
  description: "Match individual field-level delivery tickets against the elevator or co-op settlement statement, reconcile weight, moisture, and dockage deductions, flag discrepancies, and produce a net payable summary per grower."
  inputs: ["delivery tickets", "elevator settlement statements", "moisture and dockage schedule", "grower contract log"]
  outputs: ["reconciliation report", "discrepancy exception log", "net payable summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["grain accounting system", "spreadsheet", "document management"]
  frequency: weekly
  trigger: "Reconcile last week's corn deliveries to the co-op settlement statements and flag any weight or moisture discrepancies."

- id: cross-reference-pesticide-application-logs-against-destinati
  title: "Cross-reference pesticide application logs against destination-country MRLs"
  domain: "Legal & Compliance"
  roles: ["Food safety coordinator", "Export compliance specialist", "Agronomist"]
  description: "Extract pesticide application entries from field-level records for a specific lot, cross-reference each active ingredient and pre-harvest interval against the destination country's Maximum Residue Limits (MRLs), and flag any potential exceedances before shipment documentation is issued."
  inputs: ["pesticide application logs", "crop lot manifest", "destination-country MRL regulatory database", "pre-harvest interval records"]
  outputs: ["MRL compliance matrix", "flagged exceedance report", "shipment hold or release recommendation"]
  automation: high
  human_in_loop: approve
  tools: ["ag field management platform", "spreadsheet", "regulatory reference database"]
  frequency: ad-hoc
  trigger: "Check our apple lot pesticide records against EU MRLs before issuing the phytosanitary certificate for the shipment."

- id: calculate-fsma-psr-agricultural-water-geometric-mean-and-stv
  title: "Calculate FSMA PSR agricultural water geometric mean and STV"
  domain: "Legal & Compliance"
  roles: ["Food safety coordinator", "GAP compliance specialist", "Farm manager"]
  description: "Aggregate seasonal generic E. coli results from agricultural water testing, calculate the geometric mean and statistical threshold value (STV) per FSMA Produce Safety Rule Section 112, and determine whether the water source is in compliance or triggers a required corrective action interval."
  inputs: ["water quality lab reports", "field water use logs", "prior-season geometric mean and STV calculations"]
  outputs: ["FSMA PSR water quality compliance summary", "corrective action trigger notice", "updated geometric mean and STV worksheet"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "laboratory information management system (LIMS)", "document management"]
  frequency: monthly
  trigger: "Calculate our geometric mean and STV from this season's irrigation water test results and tell me if we're in compliance with the FSMA Produce Safety Rule."

- id: draft-corrective-action-response-to-gfsi-audit-non-conforman
  title: "Draft corrective action response to GFSI audit non-conformances"
  domain: "Legal & Compliance"
  roles: ["Food safety manager", "Quality assurance specialist", "SQF practitioner"]
  description: "For each non-conformance identified in a GFSI-scheme audit (SQF, BRC, FSSC 22000), draft a root-cause analysis, immediate correction, corrective action plan, and verification method in the certifier's required CAPA format."
  inputs: ["audit non-conformance report", "existing SOPs", "CAPA template", "previous audit history"]
  outputs: ["completed CAPA response document", "evidence attachment list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["quality management system", "document management"]
  frequency: ad-hoc
  trigger: "Draft CAPA responses for the three major non-conformances from last week's SQF Edition 9 audit."

- id: update-organic-system-plan-for-nop-annual-re-certification
  title: "Update Organic System Plan for NOP annual re-certification"
  domain: "Legal & Compliance"
  roles: ["Organic administrator", "Certified organic producer", "Certification specialist"]
  description: "Revise the USDA NOP Organic System Plan to reflect newly added fields, updated approved input products, and practice changes, then format the complete package for submission to the accredited certifier ahead of the annual renewal deadline."
  inputs: ["prior Organic System Plan", "field boundary update records", "approved materials list", "accredited certifier checklist", "input purchase receipts"]
  outputs: ["updated Organic System Plan document", "certifier submission package", "field activity summary"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document management", "mapping tool", "spreadsheet"]
  frequency: quarterly
  trigger: "Update our OSP for the annual organic re-certification — we added three new fields and switched our fertility program this season."

- id: parse-cold-chain-datalogger-data-and-draft-temperature-excur
  title: "Parse cold-chain datalogger data and draft temperature excursion report"
  domain: "Operations & Project Mgmt"
  roles: ["Cold chain coordinator", "Food safety coordinator", "Logistics manager"]
  description: "Ingest time-temperature datalogger export for a transit shipment, identify excursions against product-specific critical limits, calculate cumulative time out of temperature range, and produce a deviation report with a documented disposition recommendation."
  inputs: ["datalogger export file", "product temperature specification", "carrier trip sheet", "bill of lading"]
  outputs: ["temperature excursion deviation report", "disposition recommendation memo", "corrective action request to carrier"]
  automation: high
  human_in_loop: approve
  tools: ["datalogger software", "spreadsheet", "quality management system"]
  frequency: ad-hoc
  trigger: "The reefer alarm triggered on the strawberry load — pull the logger data and write up the excursion report with a disposition call."

- id: execute-pti-lot-level-one-up-one-down-mock-recall-trace
  title: "Execute PTI lot-level one-up one-down mock recall trace"
  domain: "Operations & Project Mgmt"
  roles: ["Traceability coordinator", "Food safety coordinator", "Supply chain analyst"]
  description: "Initiate a one-up/one-down trace from a flagged PTI (Produce Traceability Initiative) case label, assemble all upstream grower and receiving records and downstream processing and shipping manifests, and produce a complete distribution map within the 4-hour mock recall window."
  inputs: ["PTI lot label or GTIN", "receiving records", "processing batch records", "shipping manifests", "customer ship-to list"]
  outputs: ["mock recall trace summary report", "distribution chain map", "mock recall time-log"]
  automation: medium
  human_in_loop: approve
  tools: ["traceability platform", "ERP", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Run a mock recall trace on lot 2024-A-0312 and show me every stop in the distribution chain within the 4-hour window."

- id: mark-open-basis-contracts-to-daily-futures-close-and-produce
  title: "Mark open basis contracts to daily futures close and produce position summary"
  domain: "Finance & Accounting"
  roles: ["Grain merchandiser", "Commodity trader", "Risk manager"]
  description: "Pull all open basis contracts by commodity and delivery location, apply the day's exchange settlement price to calculate mark-to-market values and net position, and generate a daily risk summary for the trading desk."
  inputs: ["open basis contract log", "daily futures settlement prices", "location basis schedule"]
  outputs: ["mark-to-market position worksheet", "daily risk summary", "net long/short position report"]
  automation: high
  human_in_loop: spot-check
  tools: ["commodity trading platform", "spreadsheet"]
  frequency: daily
  trigger: "Mark all our open corn basis contracts to yesterday's CBOT settle and give me the net position by delivery month."

- id: compile-pre-harvest-field-inspection-package-for-third-party
  title: "Compile pre-harvest field inspection package for third-party GAP audit"
  domain: "Legal & Compliance"
  roles: ["GAP compliance specialist", "Food safety coordinator", "Field supervisor"]
  description: "Aggregate field sanitation checklists, worker hygiene training records, portable toilet logs, and agricultural water test results into a pre-harvest inspection report formatted to Harmonized GAP or Primus GFS audit criteria for submission to the third-party certifier."
  inputs: ["field sanitation inspection checklists", "worker hygiene training logs", "portable toilet maintenance records", "water test results", "harvest schedule"]
  outputs: ["pre-harvest inspection report", "GAP audit readiness checklist", "open-finding correction log"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["food safety audit platform", "document management", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Compile the pre-harvest inspection package for all romaine fields before the Primus GFS audit next Tuesday."

- id: verify-incoming-ingredient-lots-against-certificate-of-analy
  title: "Verify incoming ingredient lots against Certificate of Analysis and release for production"
  domain: "Operations & Project Mgmt"
  roles: ["Quality assurance specialist", "Ingredient procurement specialist", "Food safety coordinator"]
  description: "Collect supplier Certificates of Analysis for each incoming ingredient lot, verify listed parameters (microbial counts, moisture, allergen labeling, pesticide residue) against approved specification limits, and issue a lot-level release or hold notice in the quality management system."
  inputs: ["supplier Certificates of Analysis", "approved ingredient specifications", "lot receiving log"]
  outputs: ["ingredient release or hold decision log", "specification deviation notices", "CoA review summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["quality management system", "supplier portal", "ERP"]
  frequency: daily
  trigger: "Check today's incoming soy and canola lot CoAs against spec and clear or hold them for the production line."

- id: build-crop-yield-variance-report-against-contracted-grower-v
  title: "Build crop yield variance report against contracted grower volumes"
  domain: "Data & Reporting (BI)"
  roles: ["Crop production analyst", "Agronomy manager", "Supply chain planner"]
  description: "Compare actual harvested yield by field, block, and variety against contracted volume commitments and blend targets, calculate per-grower and aggregate shortfall or surplus, and produce a variance report to guide procurement adjustments and customer allocation decisions."
  inputs: ["harvest records", "field yield data by variety", "grower contract commitments", "blend and variety target schedule"]
  outputs: ["yield variance report", "supply shortfall and surplus summary", "customer allocation adjustment recommendation"]
  automation: high
  human_in_loop: spot-check
  tools: ["ag management platform", "ERP", "spreadsheet"]
  frequency: weekly
  trigger: "Show me where we're short or long against our processing tomato contract volumes after this week's harvest entries."

- id: assemble-phytosanitary-certificate-application-and-fumigatio
  title: "Assemble phytosanitary certificate application and fumigation treatment records for commodity export"
  domain: "Legal & Compliance"
  roles: ["Agricultural export documentation clerk", "Phytosanitary compliance coordinator", "Commodity trade support clerk"]
  description: "Compile the USDA APHIS PPQ Form 578 application, inspection findings, and fumigation treatment records (method, concentration, exposure duration) into a complete package for an official phytosanitary certificate before a commodity shipment crosses an international border."
  inputs: ["Export shipment manifest", "Commodity species and quantity details", "Pest survey and visual inspection results", "Fumigation treatment certificate", "Destination-country import permit"]
  outputs: ["PPQ Form 578 application package", "Phytosanitary certificate request", "Fumigation certificate attachment"]
  automation: medium
  human_in_loop: sign-off
  tools: ["USDA APHIS e-Phyto portal", "export documentation platform", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Prepare the phytosanitary certificate package for the soybean shipment departing for Japan next week"

- id: complete-allergen-changeover-line-clearance-record-and-swab
  title: "Complete allergen changeover line-clearance record and swab test log"
  domain: "Operations & Project Mgmt"
  roles: ["Food safety coordinator", "Quality assurance technician", "Production supervisor"]
  description: "After a production changeover between allergen-containing and allergen-free products, compile the cleaning verification checklist, environmental swab test results, and sign-off attestations into a completed line-clearance record before the next run is authorized."
  inputs: ["Allergen control matrix", "Cleaning and sanitation procedure", "Environmental swab test results (ATP or ELISA)", "Production changeover schedule"]
  outputs: ["Completed allergen line-clearance checklist", "Swab test log", "Line-release authorization record"]
  automation: medium
  human_in_loop: approve
  tools: ["quality management system", "ERP", "LIMS"]
  frequency: ad-hoc
  trigger: "We're switching from the peanut butter line to nut-free — generate the allergen clearance package for QA sign-off"

- id: reconcile-actual-production-history-aph-yield-records-for-cr
  title: "Reconcile Actual Production History (APH) yield records for crop insurance policy renewal"
  domain: "Finance & Accounting"
  roles: ["Crop insurance agent", "Farm manager", "Agricultural loan officer"]
  description: "Pull per-field yield history from farm records and FSA data, apply assigned yields and yield exclusion elections, and reconcile to the prior-year APH worksheet to produce an updated APH schedule for the upcoming policy year."
  inputs: ["Farm production records by crop year", "FSA farm serial number and yield history", "Prior APH worksheet", "Yield exclusion election flags"]
  outputs: ["Updated APH yield history worksheet", "Indemnity adjustment calculation", "Policy endorsement renewal request"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["crop insurance platform", "FSA farm records portal", "spreadsheet"]
  frequency: quarterly
  trigger: "Update the APH worksheet for the Smith Farm corn policy before the March 15 sales closing date"

- id: assemble-identity-preserved-non-gmo-lot-documentation-packag
  title: "Assemble identity-preserved non-GMO lot documentation package for IP program shipment"
  domain: "Legal & Compliance"
  roles: ["IP program coordinator", "Grain merchandiser", "Quality assurance manager"]
  description: "Collect PCR test certificates, grower non-GMO affidavits, field isolation records, and equipment cleaning/grain-flush logs into a chain-of-custody package that satisfies a buyer's identity-preserved (IP) program requirements before a lot ships."
  inputs: ["PCR/quantitative test certificates", "Grower non-GMO affidavits", "Field isolation and buffer-row records", "Equipment cleaning and flush log", "Bin segregation records"]
  outputs: ["IP lot documentation package", "Chain-of-custody summary", "Non-GMO identity-preserved affidavit"]
  automation: medium
  human_in_loop: sign-off
  tools: ["grain accounting system", "document management system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Assemble the IP documentation for the non-GMO soybean lot before it ships to the tofu processor"

- id: draft-proposition-65-chemical-threshold-assessment-for-calif
  title: "Draft Proposition 65 chemical-threshold assessment for California-distributed food product"
  domain: "Legal & Compliance"
  roles: ["Regulatory affairs specialist", "Food safety manager", "Quality assurance manager"]
  description: "Compare laboratory results for listed chemicals (lead, cadmium, acrylamide, or others) against Prop 65 MADL/NSRL thresholds adjusted for serving size and daily exposure, then draft a determination memo stating whether a warning is required for California distribution."
  inputs: ["Product formulation and serving size", "Laboratory heavy metal or acrylamide test results", "Prop 65 MADL/NSRL threshold table", "Consumption frequency assumption"]
  outputs: ["Prop 65 threshold assessment memo", "Warning required / not required determination", "Labeling recommendation"]
  automation: medium
  human_in_loop: approve
  tools: ["regulatory reference database", "spreadsheet", "document editor"]
  frequency: ad-hoc
  trigger: "Do we need a Prop 65 warning on the dark chocolate bar for our California retail launch?"

- id: generate-outbound-certificate-of-analysis-package-for-finish
  title: "Generate outbound Certificate of Analysis package for finished-goods lot release to retail"
  domain: "Operations & Project Mgmt"
  roles: ["Quality assurance manager", "Laboratory technician", "Food safety coordinator"]
  description: "Pull micro, chemistry, and sensory test results for a finished-goods production lot from the LIMS, map them against the product specification and any customer-specific CoA template, and produce the signed release document authorizing shipment."
  inputs: ["Lot production records", "LIMS test results (micro, chemistry, sensory)", "Product specification sheet", "Customer CoA template requirements"]
  outputs: ["Certificate of Analysis", "Lot release authorization"]
  automation: high
  human_in_loop: sign-off
  tools: ["LIMS", "quality management system", "document editor"]
  frequency: daily
  trigger: "Generate the CoA for lot 2025-0612 that ships to the distribution center tomorrow"

- id: update-harpc-preventive-controls-hazard-analysis-table-for-n
  title: "Update HARPC preventive controls hazard analysis table for new ingredient or process change"
  domain: "Legal & Compliance"
  roles: ["PCQI (Preventive Controls Qualified Individual)", "Food safety manager", "SQF practitioner"]
  description: "When a new ingredient is introduced or a process step changes, revise the HARPC hazard analysis table to evaluate whether new biological, chemical, or physical hazards are introduced, update control measures and monitoring parameters, and document the revalidation rationale."
  inputs: ["Change request (ingredient, supplier, or process)", "Ingredient safety data sheet or supplier specification", "Current HARPC food safety plan", "Hazard reference database"]
  outputs: ["Updated hazard analysis table", "Process change revalidation record", "Revised preventive controls summary"]
  automation: medium
  human_in_loop: sign-off
  tools: ["food safety plan software", "regulatory reference database", "document editor"]
  frequency: ad-hoc
  trigger: "We're switching our citric acid supplier — update the hazard analysis to confirm we don't need new controls"

- id: draft-consent-calendar-and-cover-memo-for-routine-board-appr
  title: "Draft consent calendar and cover memo for routine board approvals"
  domain: "Executive / Admin Support"
  roles: ["Chief of Staff", "Corporate Secretary", "Board Liaison"]
  description: "Review the upcoming board agenda, identify items eligible for bundling on the consent calendar (routine officer approvals, policy ratifications, administrative resolutions), and draft the cover memo with a brief description and legal basis for each item."
  inputs: ["draft board agenda", "proposed resolutions", "prior consent calendar"]
  outputs: ["consent calendar", "cover memo"]
  automation: high
  human_in_loop: sign-off
  tools: ["document editor", "board portal", "contract repository"]
  frequency: quarterly
  trigger: "Build the consent calendar for next month's board meeting and draft the cover memo explaining each item"

- id: draft-ceo-pre-board-session-coaching-memo
  title: "Draft CEO pre-board session coaching memo"
  domain: "Executive / Admin Support"
  roles: ["Chief of Staff", "Board Liaison"]
  description: "Synthesize anticipated board member concerns, sensitive agenda items, management's recommended positions, and known director sensitivities into a confidential pre-meeting coaching memo for the CEO or Chair ahead of the board session."
  inputs: ["board agenda", "director background notes", "prior meeting minutes", "management position papers"]
  outputs: ["confidential pre-board coaching memo"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "board portal", "CRM"]
  frequency: quarterly
  trigger: "Draft my pre-board prep memo — flag the sensitive agenda items and note what each director is likely to push on"

- id: build-strategic-initiative-health-heat-map-from-workstream-s
  title: "Build strategic initiative health heat map from workstream status reports"
  domain: "Strategy & Consulting"
  roles: ["Chief of Staff", "VP Strategy", "Program Director"]
  description: "Distill cross-functional program status updates into a structured initiative heat map showing schedule, budget, and resource health ratings alongside interdependencies and escalation-worthy risk signals for executive review."
  inputs: ["workstream status reports", "resource plans", "risk logs", "budget actuals"]
  outputs: ["initiative health heat map", "executive summary with recommended escalations"]
  automation: high
  human_in_loop: review-before-send
  tools: ["project management system", "spreadsheet", "presentation software"]
  frequency: monthly
  trigger: "Turn this week's workstream updates into an initiative heat map for the leadership team"

- id: draft-okr-cascade-alignment-memo
  title: "Draft OKR cascade alignment memo"
  domain: "Strategy & Consulting"
  roles: ["Chief of Staff", "OKR Program Manager", "VP Strategy"]
  description: "Document how each department's key results ladder up to company-level objectives, surface coverage gaps where no team owns a critical objective, and flag conflicting priorities across departments for resolution before the quarter locks."
  inputs: ["company OKRs", "departmental OKR submissions", "org chart"]
  outputs: ["cascade alignment memo", "coverage gap list", "cross-departmental conflict flags"]
  automation: high
  human_in_loop: review-before-send
  tools: ["OKR tracking platform", "document editor", "spreadsheet"]
  frequency: quarterly
  trigger: "Map how all the department OKRs ladder up to the company objectives and flag any gaps or conflicts"

- id: synthesize-leadership-360-themes-into-confidential-executive
  title: "Synthesize leadership 360 themes into confidential executive coaching brief"
  domain: "HR & People Ops"
  roles: ["Chief of Staff", "CHRO", "Executive Coach"]
  description: "Aggregate cross-rater feedback patterns for a senior leader from 360 survey data and draft a structured coaching brief summarizing behavioral themes, demonstrated strengths, development gaps, and risk signals suitable for a CEO-level talent conversation."
  inputs: ["360 survey responses", "prior performance summaries", "leadership competency framework"]
  outputs: ["confidential coaching brief", "theme summary with rater-source attribution"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["survey platform", "document editor", "HRIS"]
  frequency: ad-hoc
  trigger: "Synthesize the 360 feedback for our new SVP and draft a coaching brief for the CEO before the talent review"

- id: draft-ceo-situation-report-to-board-chair-on-emerging-materi
  title: "Draft CEO situation report to board chair on emerging material issue"
  domain: "Executive / Admin Support"
  roles: ["Chief of Staff", "General Counsel", "VP Communications"]
  description: "When a material issue (regulatory action, security incident, major litigation) arises between scheduled board meetings, draft a structured SITREP to the board chair covering situation summary, management response actions taken, financial or reputational exposure, and request for board guidance or ratification."
  inputs: ["incident or issue summary", "management response log", "financial exposure estimate", "legal counsel notes"]
  outputs: ["draft SITREP memo", "recommended board guidance request"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document editor", "email", "secure messaging"]
  frequency: ad-hoc
  trigger: "We need to brief the board chair on the data breach before the formal board meeting — draft the SITREP"

- id: reconcile-board-sanctioned-initiative-list-against-active-wo
  title: "Reconcile board-sanctioned initiative list against active workstream inventory"
  domain: "Strategy & Consulting"
  roles: ["Chief of Staff", "VP Strategy", "Head of FP&A"]
  description: "Cross-check the board-authorized strategic initiative registry against the full active program portfolio, surfacing unauthorized scope additions, stale closures, duplicate workstreams, and initiatives consuming budget or headcount without board sanction."
  inputs: ["board-approved initiative list", "program portfolio inventory", "headcount and budget allocations"]
  outputs: ["portfolio reconciliation report", "unauthorized initiative list", "stale closure list"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "project management system", "document editor"]
  frequency: quarterly
  trigger: "Reconcile what the board approved against what's actually running — flag anything off-script or missing a sanction"

- id: draft-executive-offsite-pre-read-with-strategic-options-fram
  title: "Draft executive offsite pre-read with strategic options framing"
  domain: "Strategy & Consulting"
  roles: ["Chief of Staff", "VP Strategy", "Strategy Director"]
  description: "Prepare the pre-read package for a leadership offsite, assembling a current-state performance summary, two to four strategic options with trade-off matrices, and structured decision-point framing that orients participant discussion toward specific choices."
  inputs: ["strategy documents", "performance data", "decision questions from leadership team", "competitor and market context"]
  outputs: ["offsite pre-read document", "decision framing one-pager per choice point"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["presentation software", "document editor", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Draft the pre-read for the September leadership offsite — include the three strategic options we've been debating and a decision framework"

- id: draft-board-committee-annual-self-assessment-questionnaire
  title: "Draft board committee annual self-assessment questionnaire"
  domain: "Legal & Compliance"
  roles: ["Chief of Staff", "Corporate Secretary", "Governance Officer"]
  description: "Create a structured self-assessment survey for a board governance committee (audit, compensation, or risk) drawing on best-practice frameworks such as NACD guidelines and prior-year findings, complete with a scoring rubric and open-text reflection prompts."
  inputs: ["prior-year assessment results", "committee charter", "governance framework guidelines", "regulatory expectations"]
  outputs: ["self-assessment questionnaire", "scoring rubric", "distribution and debriefing memo"]
  automation: high
  human_in_loop: review-before-send
  tools: ["survey platform", "document editor"]
  frequency: quarterly
  trigger: "Draft the audit committee's annual self-assessment questionnaire using last year's results and NACD guidelines"

- id: ghost-write-ceo-sensitive-stakeholder-letter
  title: "Ghost-write CEO sensitive stakeholder letter"
  domain: "Communications & PR"
  roles: ["Chief of Staff", "Executive Communications Director", "VP Communications"]
  description: "Draft a CEO-voice letter or statement addressing a reputationally charged topic such as an activist investor campaign, a regulatory consent order, or a workforce reduction, applying the CEO's documented voice guidelines and an approved message architecture."
  inputs: ["situation brief", "CEO voice guidelines", "key message framework", "prior CEO communications", "legal review notes"]
  outputs: ["draft CEO letter or statement", "recommended distribution approach and timing"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document editor", "communications platform"]
  frequency: ad-hoc
  trigger: "Draft a letter from the CEO to our top institutional investors explaining the restructuring decision before it goes public"

- id: build-annual-board-and-leadership-governance-calendar
  title: "Build annual board and leadership governance calendar"
  domain: "Executive / Admin Support"
  roles: ["Chief of Staff", "Corporate Secretary", "Board Liaison"]
  description: "Sequence the full-year board meeting cycle, committee sessions, earnings milestones, strategic planning reviews, proxy and SEC filing deadlines, and leadership offsites into a draft master governance calendar with preparatory lead-times and pre-work dependencies for each event."
  inputs: ["prior-year calendar", "board charter", "earnings schedule", "SEC filing deadlines", "proxy season calendar"]
  outputs: ["annual governance master calendar", "event dependency timeline", "pre-work checklist per event"]
  automation: medium
  human_in_loop: approve
  tools: ["calendar system", "spreadsheet", "document editor"]
  frequency: quarterly
  trigger: "Build next year's full governance calendar — include all board and committee meetings, earnings, proxy deadlines, and the planning offsite"

- id: draft-executive-succession-planning-narrative-update-for-boa
  title: "Draft executive succession planning narrative update for board committee"
  domain: "HR & People Ops"
  roles: ["Chief of Staff", "CHRO", "Chief People Officer"]
  description: "Prepare the annual succession planning update memo for the board's human capital or compensation committee, mapping internal bench candidates to critical executive roles, surfacing depth gaps, and summarizing development actions in progress for each readiness tier."
  inputs: ["succession plan data", "talent review outcomes", "bench assessments", "development plans", "role criticality ratings"]
  outputs: ["succession planning narrative memo", "bench strength summary table by role and readiness tier"]
  automation: medium
  human_in_loop: sign-off
  tools: ["HRIS", "document editor", "spreadsheet"]
  frequency: quarterly
  trigger: "Draft the annual succession planning update for the comp committee — map bench strength to the top 12 roles and flag the depth gaps"

- id: map-director-positions-and-interests-ahead-of-contested-boar
  title: "Map director positions and interests ahead of contested board vote"
  domain: "Executive / Admin Support"
  roles: ["Chief of Staff", "General Counsel", "VP Investor Relations"]
  description: "Before a contentious or contested board vote (activist shareholder resolution, M&A authorization, contested director election), compile a structured map of each director's expected stance, known concerns, influence relationships, and potential swing factors to guide pre-vote outreach by the CEO or Chair."
  inputs: ["director background profiles", "prior meeting and call notes", "governance counsel input", "proxy advisor reports"]
  outputs: ["director position map", "pre-vote outreach priority list with recommended talking points per director"]
  automation: medium
  human_in_loop: approve
  tools: ["document editor", "CRM", "research database"]
  frequency: ad-hoc
  trigger: "Map out where each director is likely to land on the activist proposal and tell me who the CEO needs to call first"

- id: compile-executive-travel-briefing-book-for-overseas-engageme
  title: "Compile executive travel briefing book for overseas engagement"
  domain: "Executive / Admin Support"
  roles: ["Chief of staff", "Executive business partner", "Director of government affairs"]
  description: "Aggregate country context, counterpart biographical profiles, bilateral talking points, protocol and cultural notes, security advisories, and logistical details into a consolidated travel briefing book for a CEO or C-suite principal undertaking a foreign trip."
  inputs: ["confirmed itinerary", "counterpart bios and LinkedIn profiles", "bilateral relationship history", "country risk and protocol guides", "policy talking points"]
  outputs: ["executive travel briefing book"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "research database", "knowledge base", "contact management system"]
  frequency: ad-hoc
  trigger: "CEO is traveling to Singapore and Tokyo next week — put together a briefing book with counterpart bios, bilateral context, talking points, and protocol notes for each meeting"

- id: build-board-action-item-register-from-approved-meeting-minut
  title: "Build board action-item register from approved meeting minutes"
  domain: "Executive / Admin Support"
  roles: ["Chief of staff", "Corporate secretary", "Board administrator"]
  description: "Parse finalized board meeting minutes to extract every action item, assign an accountable owner, set a target completion date, and populate a tracked register for accountability reporting at the next meeting."
  inputs: ["approved board meeting minutes", "prior action-item register", "director roster"]
  outputs: ["updated board action-item register", "outstanding items summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["document editor", "spreadsheet", "board management platform"]
  frequency: monthly
  trigger: "Minutes from last Thursday's board meeting were just approved — extract all action items, assign owners, and update the tracker"

- id: assemble-incoming-board-director-orientation-dossier
  title: "Assemble incoming board director orientation dossier"
  domain: "Executive / Admin Support"
  roles: ["Chief of staff", "Corporate secretary", "General counsel"]
  description: "Compile governance documents, committee charters, recent board packages, a director obligations and conflicts-of-interest summary, and a key-contact directory into a structured onboarding dossier for a newly appointed or prospective board director."
  inputs: ["board committee charters", "governance and ethics policies", "recent board meeting packages", "D&O insurance summary", "key contacts list", "director obligations checklist"]
  outputs: ["board director orientation dossier"]
  automation: medium
  human_in_loop: approve
  tools: ["document editor", "board management platform", "intranet", "contract repository"]
  frequency: ad-hoc
  trigger: "We just appointed a new independent director — build her orientation package with governance docs, recent board materials, committee charters, and a conflicts checklist"

- id: draft-escalation-brief-for-cross-functional-deadlock-requiri
  title: "Draft escalation brief for cross-functional deadlock requiring CEO arbitration"
  domain: "Executive / Admin Support"
  roles: ["Chief of staff", "Deputy chief of staff", "Program management office director"]
  description: "Summarize a stalled cross-functional issue, map each stakeholder's position and underlying interest, identify the precise decision required, and frame two to three resolution options with a recommended path to allow the CEO to arbitrate efficiently."
  inputs: ["issue description", "stakeholder position statements", "prior meeting notes", "relevant data or financials"]
  outputs: ["escalation brief", "decision memo"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "collaboration platform", "project tracking tool"]
  frequency: ad-hoc
  trigger: "Sales and Product have been deadlocked on the pricing framework for three weeks — draft a brief for the CEO that lays out the positions, what needs to be decided, and a recommendation"

- id: compile-ceo-weekly-priorities-brief-from-functional-inputs
  title: "Compile CEO weekly priorities brief from functional inputs"
  domain: "Executive / Admin Support"
  roles: ["Chief of staff", "Executive business partner", "Deputy chief of staff"]
  description: "Synthesize open decisions pending CEO input, escalation flags from functional heads, critical upcoming milestones, and time-sensitive approvals into a single structured weekly brief that allows the CEO to triage focus for the week ahead."
  inputs: ["functional status updates", "CEO calendar", "escalation log", "pending approvals queue", "prior week brief"]
  outputs: ["CEO weekly priorities brief"]
  automation: medium
  human_in_loop: spot-check
  tools: ["document editor", "project tracking tool", "email client", "calendar"]
  frequency: weekly
  trigger: "Pull together Monday morning's CEO brief — pending decisions, escalations needing attention, and must-know items for this week"

- id: draft-ceo-annual-letter-to-shareholders-for-inclusion-in-ann
  title: "Draft CEO annual letter to shareholders for inclusion in annual report"
  domain: "Communications & PR"
  roles: ["Chief of staff", "Chief communications officer", "Investor relations director"]
  description: "Draft the CEO's annual shareholder letter by weaving financial performance highlights, strategic narrative arc, capital allocation rationale, and forward outlook into the company's authentic executive voice, ready for legal and CEO review before publication in the annual report."
  inputs: ["annual financial results summary", "strategic plan highlights", "prior year shareholder letter", "CEO verbal talking points", "earnings call transcript"]
  outputs: ["draft CEO shareholder letter"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document editor", "financial reporting system", "earnings presentation materials"]
  frequency: ad-hoc
  trigger: "Draft the CEO letter to shareholders for the annual report — use the Q4 earnings narrative and weave in the three strategic themes we've been communicating all year"

- id: build-management-presentation-storyboard-for-annual-board-st
  title: "Build management presentation storyboard for annual board strategy session"
  domain: "Strategy & Consulting"
  roles: ["Chief of staff", "Head of corporate strategy", "Strategy director"]
  description: "Structure the narrative arc, logical sequencing, and slide-level content outline for the management team's annual strategy presentation to the board, explicitly mapping each section to the critical questions the board must resolve and the decisions they need to make."
  inputs: ["strategic plan summary", "board pre-read feedback", "prior year strategy deck", "CEO strategic priorities brief", "board question list"]
  outputs: ["presentation storyboard", "annotated slide outline", "section-to-board-question mapping"]
  automation: medium
  human_in_loop: approve
  tools: ["presentation software", "document editor", "collaboration platform"]
  frequency: ad-hoc
  trigger: "We have six weeks to the annual strategy board session — map out the storyboard for the management presentation, organized around the three questions the board needs to resolve"

- id: compile-d-o-questionnaire-responses-into-proxy-related-party
  title: "Compile D&O questionnaire responses into proxy related-party and independence disclosure tables"
  domain: "Legal & Compliance"
  roles: ["Corporate Secretary", "Securities counsel", "Proxy coordinator"]
  description: "Extract and cross-check director and officer questionnaire responses against the related-party transactions policy and exchange independence definitions, then format the data into the Item 404 related-party disclosure table and director independence grid required in the annual proxy statement."
  inputs: ["Completed D&O questionnaires", "Prior proxy statement", "Related-party transactions policy", "Exchange listing standards"]
  outputs: ["Draft Item 404 related-party disclosure table", "Director independence grid", "Flag list for counsel review"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["survey platform", "document management system", "spreadsheet", "word processor"]
  frequency: ad-hoc
  trigger: "All D&O questionnaires are back — extract the related-party data and build the independence and Item 404 tables for the proxy draft"

- id: prepare-director-independence-determination-analysis-under-e
  title: "Prepare director independence determination analysis under exchange listing standards"
  domain: "Legal & Compliance"
  roles: ["Corporate Secretary", "Governance counsel", "General counsel"]
  description: "For each director and nominee, map disclosed relationships against NYSE or Nasdaq categorical independence tests and applicable SEC rules, producing a written determination matrix with supporting rationale for nominating/governance committee approval and subsequent proxy disclosure."
  inputs: ["D&O questionnaire responses", "Exchange listing standards", "Director biographical summaries", "Prior independence determinations"]
  outputs: ["Director independence analysis matrix", "Draft board resolution approving independence determinations", "Determination summary memo"]
  automation: medium
  human_in_loop: approve
  tools: ["document management system", "legal research platform", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Run the independence analysis for our full director slate before the nominating committee meeting next week"

- id: assemble-advance-board-meeting-materials-packet-with-governa
  title: "Assemble advance board meeting materials packet with governance compliance checklist"
  domain: "Operations & Project Mgmt"
  roles: ["Corporate Secretary", "Board administrator", "Executive assistant to the board"]
  description: "Collect all committee and management reports, draft prior-meeting minutes for approval, consent agenda items, and required conflict disclosure updates; sequence them against the published agenda; distribute via the board portal; and log director acknowledgment of receipt with a checklist of outstanding materials."
  inputs: ["Committee and management reports", "Draft minutes from prior meeting", "Consent agenda items", "Conflict disclosure updates", "Published meeting agenda"]
  outputs: ["Board meeting advance packet", "Packet distribution log", "Director acknowledgment checklist", "Outstanding materials list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["board portal", "document management system", "email"]
  frequency: quarterly
  trigger: "Board meeting is in five days — compile the advance packet and flag anything still missing from the agenda"

- id: draft-director-conflict-and-recusal-notice-with-correspondin
  title: "Draft director conflict-and-recusal notice with corresponding minutes language"
  domain: "Legal & Compliance"
  roles: ["Corporate Secretary", "Governance counsel", "Chief compliance officer"]
  description: "When a director's disclosed interest creates a potential conflict on a pending agenda item, draft the formal written conflict notice to the director, the proposed scope of recusal, and precise minutes language documenting the disclosure and recusal for the permanent meeting record."
  inputs: ["Director disclosure or D&O questionnaire entry", "Agenda item description", "Conflict-of-interest policy", "Prior recusal precedents"]
  outputs: ["Director conflict notice letter", "Recusal scope description", "Draft minutes recusal language", "Recusal log entry"]
  automation: high
  human_in_loop: approve
  tools: ["document management system", "word processor"]
  frequency: ad-hoc
  trigger: "Director [Name] has a disclosed relationship with the acquisition target on next month's agenda — draft the conflict notice and the recusal language for the minutes"

- id: prepare-form-4-filing-data-sheet-for-a-reportable-section-16
  title: "Prepare Form 4 filing data sheet for a reportable Section 16 insider transaction"
  domain: "Legal & Compliance"
  roles: ["Corporate Secretary", "Securities counsel", "Equity plan administrator"]
  description: "For a Section 16 officer or director transaction — open-market trade, option exercise, RSU vesting, or gift — compile the required EDGAR Form 4 data fields (transaction code, amounts, prices, derivative table entries, post-transaction ownership totals) and confirm the two-business-day filing deadline for handoff to filing counsel."
  inputs: ["Broker confirmation or equity plan transaction report", "Insider's current Form 4 filing history", "Equity plan grant details", "EDGAR registered insider list"]
  outputs: ["Form 4 data worksheet", "Filing deadline notice", "EDGAR submission checklist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["equity management platform", "EDGAR filing system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "The CFO exercised options this morning — prep the Form 4 data sheet and confirm when it must be filed"

- id: file-registered-agent-or-principal-office-amendment-for-a-su
  title: "File registered agent or principal office amendment for a subsidiary after an entity change"
  domain: "Legal & Compliance"
  roles: ["Corporate Secretary", "Entity management specialist", "Paralegal"]
  description: "Following a change of registered agent or principal office address, prepare the jurisdiction-specific amendment form, submit through the state filing portal, obtain the confirmation certificate, update the entity management system record, and file the certificate in the corporate minute book."
  inputs: ["Change notification", "Current entity management record", "State amendment form", "Registered agent acceptance or resignation letter"]
  outputs: ["Filed state amendment confirmation", "Updated entity management record", "Confirmation certificate", "Corporate minute book filing note"]
  automation: medium
  human_in_loop: spot-check
  tools: ["entity management system", "state filing portal", "document management system"]
  frequency: ad-hoc
  trigger: "We are switching registered agents for our Delaware and Ohio subs — prep and file the amendments and update the entity records"

- id: build-board-skills-and-diversity-matrix-for-proxy-statement
  title: "Build board skills and diversity matrix for proxy statement disclosure"
  domain: "Legal & Compliance"
  roles: ["Corporate Secretary", "Governance counsel", "Investor relations officer"]
  description: "Using director biographies, self-identification questionnaire data, and the nominating committee's competency framework, construct the board skills/experience matrix table and diversity disclosure narrative required in the proxy, cross-referencing against composition gaps the committee has flagged for refreshment planning."
  inputs: ["Director biographies and self-identification questionnaires", "Nominating committee competency framework", "Prior proxy statement skills matrix", "Proxy advisory firm governance guidelines"]
  outputs: ["Board skills and experience matrix table", "Director diversity disclosure narrative", "Composition gap analysis summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "document management system", "word processor"]
  frequency: ad-hoc
  trigger: "Build the skills matrix and diversity table for the proxy — map each director to our competency framework and flag any gaps"

- id: redline-committee-charter-against-updated-exchange-listing-r
  title: "Redline committee charter against updated exchange listing rules and proxy advisory guidelines"
  domain: "Legal & Compliance"
  roles: ["Corporate Secretary", "Governance counsel", "Compensation counsel"]
  description: "For the annual committee charter review cycle, produce a tracked-changes redline of the current audit, compensation, or nominating/governance committee charter reflecting new exchange listing rule amendments, SEC rulemaking, and proxy advisory firm policy updates, accompanied by a change summary memo for committee approval."
  inputs: ["Current committee charter", "Exchange listing rule amendment summaries", "SEC rulemaking updates", "Proxy advisory firm annual policy updates"]
  outputs: ["Tracked-changes redlined committee charter", "Change summary memo", "Draft board resolution adopting amended charter"]
  automation: medium
  human_in_loop: approve
  tools: ["document management system", "legal research platform", "word processor"]
  frequency: ad-hoc
  trigger: "ISS updated their committee independence policies for this season — redline the audit committee charter and flag what needs to change before the Q1 board meeting"

- id: build-agm-proxy-compliance-timeline-from-record-date-resolut
  title: "Build AGM proxy compliance timeline from record-date resolution through Notice and Access mailing"
  domain: "Legal & Compliance"
  roles: ["Corporate Secretary", "Proxy coordinator", "Investor relations officer"]
  description: "Working backward from the target annual meeting date, calculate all statutory notice periods and SEC Rule 14a-16 timing requirements to set the record date, Notice and Access posting date, and proxy mailing date, then produce a milestone calendar with the draft board resolution fixing the record date and transfer agent mailing instructions."
  inputs: ["Target AGM date", "State corporate statute notice requirements", "SEC Rule 14a-16 timing rules", "Transfer agent mailing lead-time requirements"]
  outputs: ["AGM compliance milestone timeline", "Draft board resolution fixing the record date", "Transfer agent mailing instruction checklist", "Notice and Access posting checklist"]
  automation: high
  human_in_loop: approve
  tools: ["calendar", "document management system", "word processor"]
  frequency: ad-hoc
  trigger: "We are targeting May 15 for the annual meeting — work backward and give me the full record date, Notice and Access, and mailing timeline with the board resolutions needed"

- id: compile-say-on-pay-vote-results-and-shareholder-engagement-r
  title: "Compile say-on-pay vote results and shareholder engagement response summary for compensation committee"
  domain: "Legal & Compliance"
  roles: ["Corporate Secretary", "Investor relations officer", "Compensation counsel"]
  description: "After the annual meeting, aggregate the say-on-pay advisory vote percentage, pull top institutional shareholder vote records and proxy advisory firm rationale statements, and draft the compensation committee's engagement response narrative documenting governance changes made in response to shareholder feedback, for inclusion in the following year's CD&A."
  inputs: ["Certified proxy vote tabulation report", "Institutional shareholder voting records", "ISS and Glass Lewis proxy advisory reports", "Prior year CD&A engagement disclosure section"]
  outputs: ["Say-on-pay vote results summary table", "Institutional voter rationale summary", "CD&A shareholder engagement response section draft", "Compensation committee responsive action log"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["proxy vote tabulation platform", "investor relations monitoring platform", "document management system"]
  frequency: ad-hoc
  trigger: "Annual meeting votes are certified — pull the say-on-pay result, summarize the top institutional rationale statements, and draft the engagement response for the comp committee packet"

- id: draft-quarterly-trading-blackout-window-notice-to-section-16
  title: "Draft quarterly trading blackout window notice to Section 16 reporting persons and designated employees"
  domain: "Legal & Compliance"
  roles: ["Corporate Secretary", "Chief compliance officer", "General counsel"]
  description: "Before each quarterly earnings period, draft and distribute the trading window closure notice specifying blackout start and end dates, the window reopening date contingent on earnings release, pre-clearance requirements during any open window, and a summary of key prohibitions under the insider trading policy."
  inputs: ["Insider trading policy", "Earnings release calendar", "Section 16 reporting persons and designated employees list", "Prior blackout notices"]
  outputs: ["Trading blackout window notice", "Distribution list with delivery confirmation log", "Pre-clearance request form reminder"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document management system", "email", "spreadsheet"]
  frequency: quarterly
  trigger: "Earnings are in three weeks — draft and send the trading blackout notice to all insiders and the designated employees list"

- id: assemble-new-director-governance-orientation-binder-with-com
  title: "Assemble new director governance orientation binder with committee-specific materials"
  domain: "Legal & Compliance"
  roles: ["Corporate Secretary", "Governance counsel", "Board administrator"]
  description: "Compile a governance orientation package for a newly elected or appointed director, including the articles of incorporation, bylaws, committee charters matching the director's assignments, board governance guidelines, D&O insurance summary, director compensation schedule, recent proxy statement, and fiduciary duty overview, with initial disclosure and Section 16 enrollment instructions."
  inputs: ["Governing documents", "Committee charters", "Board governance guidelines", "D&O insurance certificate and summary", "Director compensation schedule", "Recent proxy statement", "Committee assignment confirmation"]
  outputs: ["Director governance orientation binder", "Document receipt acknowledgment form", "Section 16 Form 3 enrollment instructions", "Director initial conflict disclosure checklist"]
  automation: high
  human_in_loop: spot-check
  tools: ["document management system", "board portal", "word processor"]
  frequency: ad-hoc
  trigger: "The new independent director was elected at the AGM — assemble her governance orientation binder and prep the Section 16 enrollment instructions"

- id: track-and-chase-annual-d-o-questionnaire-completion-across-a
  title: "Track and chase annual D&O questionnaire completion across all covered persons"
  domain: "Legal & Compliance"
  roles: ["Corporate Secretary", "Corporate Governance Paralegal", "Assistant General Counsel"]
  description: "Send annual D&O questionnaires to all directors and Section 16 officers, monitor individual return status against the proxy drafting deadline, and dispatch escalating reminders to outstanding respondents. Separate step from compiling responses into disclosure tables."
  inputs: ["covered person roster", "prior-year questionnaire template", "proxy preparation schedule", "legal entity and officer list"]
  outputs: ["questionnaire distribution log", "completion status tracker", "outstanding-response reminder emails", "final receipt confirmation list"]
  automation: high
  human_in_loop: spot-check
  tools: ["email", "spreadsheet", "document management system", "e-signature platform"]
  frequency: quarterly
  trigger: "It's four weeks to proxy drafting kick-off — send out the D&O questionnaires and track who hasn't returned theirs yet."

- id: prepare-post-agm-inspector-of-elections-vote-certification-a
  title: "Prepare post-AGM inspector of elections vote certification and Form 8-K draft"
  domain: "Legal & Compliance"
  roles: ["Corporate Secretary", "Corporate Governance Paralegal", "Securities Counsel"]
  description: "Assemble final vote tallies from the inspector of elections, verify reconciliation to shares outstanding and proxies received, obtain the inspector's certification, and draft the Form 8-K current report disclosing per-matter voting outcomes within four business days of the annual meeting."
  inputs: ["preliminary vote tabulation", "inspector of elections report", "record-date share count", "AGM agenda and vote items", "prior Form 8-K template"]
  outputs: ["certified vote results table", "inspector of elections certification letter", "Form 8-K draft", "EDGAR filing instruction memo"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["vote tabulation system", "SEC filing system", "document management system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Annual meeting just wrapped — pull the final certified vote results from the inspector and get the 8-K draft ready before the four-business-day deadline."

- id: prepare-broker-search-obe-nobo-request-package-for-record-da
  title: "Prepare broker search OBE/NOBO request package for record-date beneficial-holder identification"
  domain: "Legal & Compliance"
  roles: ["Corporate Secretary", "Transfer Agent Liaison", "Investor Relations Coordinator"]
  description: "Prepare and submit an omnibus broker inquiry (OBE) or NOBO/OBO search request through DTC to identify beneficial holders as of the proxy record date, enabling compliant distribution of meeting notices and proxy materials to street-name shareholders under SEC Rule 14a-16."
  inputs: ["record-date board resolution", "CUSIP number", "DTC participant list", "prior-year OBE results", "Notice and Access election"]
  outputs: ["broker search request letter", "NOBO/OBO beneficial-holder list", "mailing instruction set for intermediaries", "cost estimate for full-set vs. notice-only delivery"]
  automation: medium
  human_in_loop: approve
  tools: ["transfer agent portal", "shareholder communication platform", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Record date is set — initiate the broker search so we can identify beneficial holders and send proxy materials through the intermediaries on time."

- id: draft-d-o-indemnification-agreement-for-incoming-director-or
  title: "Draft D&O indemnification agreement for incoming director or officer appointee"
  domain: "Legal & Compliance"
  roles: ["Corporate Secretary", "Corporate Governance Paralegal", "Assistant General Counsel"]
  description: "Generate a customized indemnification and advancement-of-expenses agreement for a newly appointed director or executive officer by merging the board-approved template with the appointee's name, title, effective date, and any role-specific carve-outs, then assemble a signature package for execution."
  inputs: ["approved indemnification agreement template", "appointee biographical details", "board appointment resolution", "prior executed agreements for reference"]
  outputs: ["draft indemnification agreement", "redline against prior version", "executed-copy filing instruction", "signature page package"]
  automation: high
  human_in_loop: review-before-send
  tools: ["contract management system", "document management system", "e-signature platform"]
  frequency: ad-hoc
  trigger: "We just appointed a new independent director — generate the indemnification agreement from the approved template and get it ready for signature."

- id: build-legal-entity-rationalization-analysis-for-dormant-subs
  title: "Build legal entity rationalization analysis for dormant subsidiary review"
  domain: "Legal & Compliance"
  roles: ["Corporate Secretary", "Corporate Governance Manager", "Assistant General Counsel", "Tax Counsel"]
  description: "Extract all legal entities in the corporate group, cross-reference activity status, intercompany agreements, jurisdiction maintenance costs, and tax standing, then produce a report recommending each entity for retention, merger, or dissolution with a risk and cost summary for board or committee review."
  inputs: ["entity management database", "state annual report filings", "intercompany agreement register", "tax classification and standing data", "registered agent invoices"]
  outputs: ["entity rationalization report", "dissolution candidate list with rationale", "estimated cost savings summary", "recommended action timeline"]
  automation: medium
  human_in_loop: approve
  tools: ["entity management system", "spreadsheet", "legal research database"]
  frequency: quarterly
  trigger: "We haven't reviewed the entity list in two years — build a rationalization report showing which subsidiaries are dormant and what it would cost to wind them down."

- id: compile-subsidiary-portfolio-state-annual-report-and-franchi
  title: "Compile subsidiary-portfolio state annual report and franchise tax filing register"
  domain: "Legal & Compliance"
  roles: ["Corporate Secretary", "Corporate Governance Administrator", "Paralegal"]
  description: "Extract all active subsidiaries from the entity management system, map each to its domestic and foreign-qualification state filing obligations, record statutory due dates and fee amounts, flag overdue or at-risk filings, and prepare a filing instruction batch or registered agent dispatch for the current filing cycle."
  inputs: ["entity management database", "state statutory filing deadline schedules", "registered agent portal data", "prior-year filing receipts"]
  outputs: ["annual filing calendar by entity and jurisdiction", "overdue and at-risk filing alert list", "filing fee summary", "registered agent dispatch instructions"]
  automation: high
  human_in_loop: spot-check
  tools: ["entity management system", "registered agent portal", "spreadsheet"]
  frequency: quarterly
  trigger: "Pull together every subsidiary's state annual report and franchise tax due dates for Q1 so we don't miss any filings or lose good standing."

- id: draft-governance-policy-review-cycle-report-flagging-overdue
  title: "Draft governance policy review cycle report flagging overdue policies and ISS-divergent provisions"
  domain: "Legal & Compliance"
  roles: ["Corporate Secretary", "Corporate Governance Manager", "General Counsel"]
  description: "Compare each governance policy's last-review date against the board-approved review cycle schedule, flag policies overdue for refresh, and cross-reference current ISS and Glass Lewis policy updates to identify provisions that diverge from proxy advisory guidelines, producing a prioritized recommendation list for the governance or nominating committee."
  inputs: ["governance policy register", "last-review date log", "board-approved review cycle schedule", "current ISS policy updates", "Glass Lewis voting guidelines"]
  outputs: ["policy review status report", "overdue policy flag list", "ISS/Glass Lewis divergence summary", "recommended update priority ranking"]
  automation: medium
  human_in_loop: approve
  tools: ["document management system", "governance research database", "spreadsheet"]
  frequency: quarterly
  trigger: "Prep the annual policy review report for the nom/gov committee — show what's overdue for refresh and flag anything that's out of line with the latest ISS or Glass Lewis guidelines."

- id: draft-form-483-observation-response-package
  title: "Draft Form 483 observation response package"
  domain: "Legal & Compliance"
  roles: ["Regulatory Affairs Specialist", "Quality Assurance Manager", "CAPA Coordinator"]
  description: "For each observation listed on an FDA Form 483 issued post-inspection, draft a structured response citing root-cause analysis, immediate corrections already taken, and CAPA commitments with target completion dates and responsible owners."
  inputs: ["FDA Form 483 document", "CAPA log", "Relevant SOPs", "Inspection notes"]
  outputs: ["Form 483 response letter", "CAPA action table", "Corrective evidence attachments"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Quality management system", "Document management system", "Word processor"]
  frequency: ad-hoc
  trigger: "Draft our Form 483 response — the inspection found 4 observations and we have 15 business days to respond"

- id: populate-ld-2-quarterly-lobbying-disclosure-filing
  title: "Populate LD-2 quarterly lobbying disclosure filing"
  domain: "Legal & Compliance"
  roles: ["Government Affairs Manager", "Lobbying Compliance Coordinator", "Legislative Affairs Director"]
  description: "Compile lobbying activities from the quarter — contacts with covered officials, specific bill numbers and issues lobbied, registrant and lobbyist details, and income or expense totals — and populate the LD-2 form fields for electronic submission to the House Clerk."
  inputs: ["Lobbying activity log", "Covered official contact records", "Bill and issue tracker", "Fee and expense summaries"]
  outputs: ["Completed LD-2 filing", "Activity summary memo", "Submission confirmation"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Lobbying disclosure tracking database", "Spreadsheet", "Document management system"]
  frequency: quarterly
  trigger: "Q3 lobbying disclosure is due in two weeks — pull our activity log and draft the LD-2"

- id: build-product-to-regulation-crosswalk-matrix
  title: "Build product-to-regulation crosswalk matrix"
  domain: "Business / Functional Analysis"
  roles: ["Regulatory Affairs Scientist", "Technical Regulatory Specialist", "Product Compliance Manager"]
  description: "Map each product attribute, label claim, and intended use to the applicable CFR sections, FDA or EPA guidance documents, and relevant international standards (e.g., ISO, CE marking directives) to surface compliance gaps before market submission."
  inputs: ["Product specification sheet", "Intended use statement", "Regulatory inventory", "Applicable CFR parts and guidance documents"]
  outputs: ["Regulatory crosswalk matrix", "Gap analysis summary", "Required pre-market submission list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Regulatory information database", "Spreadsheet", "Document management system"]
  frequency: ad-hoc
  trigger: "Build a regulatory crosswalk for our new Class II device before we start the 510(k) strategy session"

- id: draft-nprm-public-comment-letter-with-regulatory-redlines
  title: "Draft NPRM public comment letter with regulatory redlines"
  domain: "Legal & Compliance"
  roles: ["Regulatory Policy Manager", "Government Affairs Director", "Regulatory Counsel"]
  description: "Author a structured comment letter responding to a Notice of Proposed Rulemaking — citing specific regulatory text by section, quantifying operational and economic impact, proposing alternative regulatory language with tracked-change redlines, and attaching supporting technical exhibits for docket submission."
  inputs: ["NPRM text and docket number", "Internal impact assessment", "Technical data exhibits", "Prior agency correspondence on the topic"]
  outputs: ["Formal public comment letter", "Redlined proposed regulatory text", "Technical exhibit attachments", "Regulations.gov submission confirmation"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Regulations.gov submission portal", "Document management system", "Word processor"]
  frequency: ad-hoc
  trigger: "The comment window on EPA's new PFAS discharge limits closes in 30 days — draft our comment letter"

- id: compile-title-v-air-permit-annual-compliance-certification
  title: "Compile Title V air permit annual compliance certification"
  domain: "Legal & Compliance"
  roles: ["Air Quality Compliance Specialist", "Title V Permit Coordinator", "Environmental Compliance Manager"]
  description: "Aggregate the year's continuous emissions monitoring data, exceedance events, and deviation reports across all permitted emission points, then draft the responsible official certification statement and deviation explanation narratives required for annual submission to the state air agency."
  inputs: ["CEMS data export", "Deviation and exceedance log", "Title V permit conditions", "Prior-year compliance report"]
  outputs: ["Annual compliance certification report", "Deviation narrative section", "Signed responsible official statement"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Emissions monitoring database", "Environmental compliance platform", "Spreadsheet", "Document management system"]
  frequency: quarterly
  trigger: "Annual Title V compliance certification is due March 1 — compile all deviations and draft the certification narrative"

- id: draft-ferc-etariff-amendment-transmittal-and-tariff-sheets
  title: "Draft FERC eTariff amendment transmittal and tariff sheets"
  domain: "Legal & Compliance"
  roles: ["FERC Regulatory Affairs Manager", "Utility Tariff Analyst", "Regulatory Counsel"]
  description: "Prepare the transmittal letter, redlined tariff sheets showing proposed changes against the current tariff on file, and statement of changes for filing a tariff amendment via FERC's eTariff system, including rate justification narrative and proposed effective date."
  inputs: ["Current tariff on file", "Proposed rate or term changes", "Rate base and cost-of-service data", "Prior FERC orders and acceptance letters"]
  outputs: ["Transmittal letter", "Redlined tariff sheets", "Statement of changes", "eTariff XML filing package"]
  automation: medium
  human_in_loop: sign-off
  tools: ["FERC eTariff portal", "Tariff management system", "Document management system", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "Draft the tariff amendment filing for our new distribution rate — include the transmittal and updated sheets"

- id: assemble-fara-semi-annual-supplemental-statement
  title: "Assemble FARA semi-annual supplemental statement"
  domain: "Legal & Compliance"
  roles: ["FARA Compliance Counsel", "Foreign Lobbying Registration Specialist", "Government Relations Counsel"]
  description: "Compile the semi-annual FARA supplemental statement documenting all activities, disbursements, informational materials distributed, and political contributions made on behalf of the registered foreign principal during the reporting period for DOJ filing."
  inputs: ["Activity log for the reporting period", "Disbursement records", "Informational materials distributed", "Political contribution records", "Prior FARA registration number"]
  outputs: ["Completed FARA supplemental statement (DOJ short form or long form)", "Informational material exhibit", "Disbursement schedule"]
  automation: medium
  human_in_loop: sign-off
  tools: ["FARA e-file system", "Document management system", "Accounting system"]
  frequency: ad-hoc
  trigger: "Semi-annual FARA supplement is due next month — compile all activities and disbursements for the foreign principal"

- id: draft-fda-pre-submission-q-sub-meeting-request-package
  title: "Draft FDA pre-submission (Q-Sub) meeting request package"
  domain: "Legal & Compliance"
  roles: ["Drug Regulatory Affairs Specialist", "Medical Device Regulatory Specialist", "Regulatory Affairs Manager"]
  description: "Prepare a pre-submission (Q-Sub) or pre-IND meeting request to FDA including a structured background summary, proposed meeting agenda, and numbered specific questions formatted per the applicable FDA guidance, to obtain alignment on regulatory pathway before a formal submission."
  inputs: ["Product or compound technical dossier", "Draft regulatory strategy document", "Applicable FDA guidance documents", "Prior agency correspondence"]
  outputs: ["Pre-submission meeting request document", "FDA cover letter", "Numbered question list with background context"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["FDA submission management system", "Document management system", "Word processor"]
  frequency: ad-hoc
  trigger: "Draft the Q-Sub package for our 510(k) pathway discussion — we need FDA to weigh in on our predicate selection before we start"

- id: build-multi-state-operating-license-renewal-due-date-calenda
  title: "Build multi-state operating license renewal due-date calendar"
  domain: "Operations & Project Mgmt"
  roles: ["License Manager", "Regulatory Affairs Coordinator", "Licensing Compliance Specialist"]
  description: "Extract renewal expiration dates from a multi-jurisdiction license inventory, apply each state's required advance filing lead times and grace period rules, calculate action-due dates, and generate a prioritized renewal task calendar with assigned owners and estimated renewal fees."
  inputs: ["License inventory database", "State-specific renewal lead-time rules", "Renewal fee schedules", "Current license documents"]
  outputs: ["Renewal due-date calendar", "Prioritized 90-day task list", "Estimated renewal fee budget"]
  automation: high
  human_in_loop: spot-check
  tools: ["License management system", "Spreadsheet", "Project management tool"]
  frequency: monthly
  trigger: "Pull all license renewals coming due in the next 90 days and build a tracker with lead times and fees"

- id: draft-consent-decree-milestone-periodic-status-report
  title: "Draft consent decree milestone periodic status report"
  domain: "Legal & Compliance"
  roles: ["Consent Decree Compliance Manager", "Environmental Compliance Specialist", "Regulatory Compliance Director"]
  description: "Compare completed corrective actions and deliverables against the court-ordered consent decree milestone schedule, calculate days ahead or behind schedule for each item, and draft the required periodic status report narrative for submission to the oversight agency and DOJ."
  inputs: ["Consent decree milestone schedule", "Corrective action completion records", "Supporting verification documentation", "Prior status reports"]
  outputs: ["Milestone progress narrative report", "At-risk items summary table", "Agency and DOJ cover letter"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Project management tool", "Document management system", "Spreadsheet"]
  frequency: quarterly
  trigger: "Our quarterly consent decree status report is due to EPA — pull milestone completions and flag anything at risk of slipping"

- id: prepare-serff-rate-and-form-filing-package-for-state-doi-sub
  title: "Prepare SERFF rate and form filing package for state DOI submission"
  domain: "Legal & Compliance"
  roles: ["Insurance Regulatory Affairs Specialist", "State Filings Actuary", "State Filings Coordinator"]
  description: "Assemble a state Department of Insurance rate or form filing by compiling the actuarial support memorandum, specimen policy form with tracked changes, transmittal letter, and SERFF filing metadata fields for electronic submission, ensuring all state-specific supporting schedules are included."
  inputs: ["Rate revision actuarial support memo", "Revised specimen policy form with redlines", "Prior approval or objection correspondence", "SERFF filing template for the target state"]
  outputs: ["SERFF electronic filing package", "Transmittal letter", "Actuarial justification exhibit", "State-required supporting schedules"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["SERFF filing system", "Actuarial modeling tool", "Document management system", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "Prepare the SERFF filing for our homeowners rate revision in Texas — include the actuarial memo and updated form"

- id: draft-agency-no-action-or-exemption-request-letter
  title: "Draft agency no-action or exemption request letter"
  domain: "Legal & Compliance"
  roles: ["Regulatory Counsel", "Government Affairs Attorney", "Regulatory Policy Manager"]
  description: "Compose a formal letter to a federal or state agency requesting a no-action position, exemption, or waiver from a specific regulatory requirement, citing applicable regulatory authority, factual basis, public interest rationale, and any analogous prior agency actions or precedents."
  inputs: ["Relevant statute or regulation text", "Factual background memo", "Prior agency no-action letters or precedents", "Supporting legal analysis"]
  outputs: ["No-action or exemption request letter", "Supporting exhibits", "Agency submission record"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Regulatory information database", "Document management system", "Word processor"]
  frequency: ad-hoc
  trigger: "Draft a no-action request to the SEC — we need them to confirm our instrument falls outside the reporting threshold before we proceed"

- id: compile-multi-state-lobbyist-registration-and-expense-filing
  title: "Compile multi-state lobbyist registration and expense filings"
  domain: "Legal & Compliance"
  roles: ["Government relations manager", "State lobbying compliance coordinator", "Legislative affairs manager"]
  description: "Track lobbyist registration renewals and periodic expenditure reports across active state jurisdictions, applying each state's distinct thresholds, filing deadlines, and electronic portal requirements to produce a complete set of state-level filings."
  inputs: ["Lobbying activity log", "Expense records", "Prior-period state registrations", "State filing calendars"]
  outputs: ["State lobbyist registration forms", "Expenditure reports per state", "Filing confirmation log"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["lobbying compliance software", "spreadsheet", "state eFiling portal"]
  frequency: quarterly
  trigger: "Q1 state lobbying reports are due across our eight active states, draft the filings from our activity log"

- id: prepare-epcra-section-312-tier-ii-annual-hazardous-chemical
  title: "Prepare EPCRA Section 312 Tier II annual hazardous chemical inventory submission"
  domain: "Legal & Compliance"
  roles: ["Environmental compliance specialist", "EHS compliance coordinator", "Regulatory affairs specialist"]
  description: "Aggregate facility-level hazardous chemical storage quantities and location data, complete the annual Tier II report form, and submit to the state emergency response commission, local emergency planning committee, and local fire department as required under EPCRA Section 312."
  inputs: ["Chemical inventory records", "Safety data sheets", "Facility site map", "Prior year Tier II report"]
  outputs: ["Tier II submission package", "SERC and LEPC filing confirmations"]
  automation: medium
  human_in_loop: approve
  tools: ["Tier II reporting software", "chemical inventory system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Tier II reports are due March 1, compile our chemical inventory data and draft the state submissions"

- id: draft-petition-for-rulemaking-requesting-agency-initiate-or
  title: "Draft petition for rulemaking requesting agency initiate or amend a rule"
  domain: "Legal & Compliance"
  roles: ["Regulatory counsel", "Government relations director", "Regulatory affairs director"]
  description: "Prepare a formal APA petition requesting an agency initiate, amend, or repeal a specific rule, including the legal authority citation, policy rationale, supporting data, and proposed regulatory text or requested outcome."
  inputs: ["Regulatory gap analysis", "Legal authority citations", "Supporting data and studies", "Stakeholder position documents"]
  outputs: ["Petition for rulemaking", "Agency cover transmittal letter"]
  automation: low
  human_in_loop: sign-off
  tools: ["legal research database", "document editor", "regulatory docket system"]
  frequency: ad-hoc
  trigger: "Draft a petition asking EPA to set a numeric effluent limit for PFAS in our sector's discharge permit category"

- id: assemble-regulatory-license-and-permit-inventory-for-m-a-due
  title: "Assemble regulatory license and permit inventory for M&A due diligence"
  domain: "Legal & Compliance"
  roles: ["Regulatory affairs manager", "M&A regulatory counsel", "Regulatory due diligence analyst"]
  description: "Review a target company's regulatory licenses, permits, agency orders, open enforcement proceedings, and compliance history and compile findings into a structured due diligence memo with a license transferability analysis and risk flag summary."
  inputs: ["Target's regulatory filings", "Permits and agency orders", "Enforcement records", "Public regulatory docket searches"]
  outputs: ["Regulatory due diligence memo", "License transfer checklist", "Risk flag summary"]
  automation: medium
  human_in_loop: approve
  tools: ["regulatory database", "contract repository", "document management system"]
  frequency: ad-hoc
  trigger: "We're acquiring XYZ Corp, compile all their federal and state regulatory licenses and flag any open enforcement matters"

- id: draft-state-public-utility-commission-data-request-responses
  title: "Draft state public utility commission data request responses"
  domain: "Legal & Compliance"
  roles: ["Rate case analyst", "Utility regulatory counsel", "Regulatory affairs specialist"]
  description: "Prepare written responses to formal data requests and interrogatories issued by a state public utility commission during a rate case or regulatory investigation, coordinating with subject matter experts to gather supporting workpapers and verify accuracy before filing."
  inputs: ["Commission data request list", "Internal financial and operational records", "Prior rate case testimony", "Supporting workpapers"]
  outputs: ["Interrogatory response package", "Response tracking log", "Supporting workpapers index"]
  automation: low
  human_in_loop: sign-off
  tools: ["rate case management system", "spreadsheet", "document management system"]
  frequency: ad-hoc
  trigger: "The commission issued 45 data requests in our rate case, draft responses to the compliance and cost-allocation ones using our workpapers"

- id: cross-reference-public-comment-letter-against-final-rule-pre
  title: "Cross-reference public comment letter against final rule preamble"
  domain: "Legal & Compliance"
  roles: ["Regulatory affairs manager", "Regulatory counsel", "Government relations analyst"]
  description: "Map each argument and recommendation from a previously submitted public comment letter against the agency's response-to-comments section in the final rule preamble, producing a matrix that shows which comments were accepted, partially addressed, or rejected and assessing the resulting business impact."
  inputs: ["Original public comment letter", "Final rule preamble text", "Final rule regulatory text"]
  outputs: ["Comment-response tracking matrix", "Regulatory impact assessment memo"]
  automation: high
  human_in_loop: spot-check
  tools: ["document editor", "regulatory docket system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "The final rule just published, compare our comment letter against the preamble and summarize what the agency accepted or dismissed"

- id: draft-notice-of-violation-response-with-corrective-action-co
  title: "Draft notice of violation response with corrective action commitments"
  domain: "Legal & Compliance"
  roles: ["Environmental compliance specialist", "Regulatory affairs manager", "Regulatory compliance counsel"]
  description: "Prepare a formal response letter to a regulatory agency's notice of violation or notice of noncompliance, acknowledging findings, accepting or disputing each cited violation, and proposing a corrective action schedule with milestones, responsible parties, and completion dates."
  inputs: ["Notice of violation or noncompliance letter", "Inspection or audit report", "Internal investigation notes", "Compliance history records"]
  outputs: ["NOV response letter", "Corrective action schedule", "Cover transmittal"]
  automation: low
  human_in_loop: sign-off
  tools: ["document editor", "compliance tracking system", "regulatory docket system"]
  frequency: ad-hoc
  trigger: "EPA sent us an NOV for our stormwater permit violations, draft the response letter and a corrective action schedule"

- id: draft-non-gaap-to-gaap-reconciliation-tables-for-earnings-pr
  title: "Draft non-GAAP to GAAP reconciliation tables for earnings press release"
  domain: "Finance & Accounting"
  roles: ["Investor Relations Manager", "IR Analyst", "Director of Investor Relations"]
  description: "Convert final GAAP results into non-GAAP adjusted figures by applying each approved exclusion (stock-based comp, amortization, restructuring) and draft the reconciliation tables required by SEC rules for the earnings press release."
  inputs: ["Final GAAP income statement", "Approved non-GAAP adjustment definitions", "Prior-quarter reconciliation table"]
  outputs: ["Non-GAAP reconciliation exhibit", "Draft press release financial tables"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "financial reporting system", "word processor"]
  frequency: quarterly
  trigger: "Build the Q3 non-GAAP reconciliation table from the final close numbers and last quarter's template"

- id: draft-earnings-call-prepared-remarks-from-final-financials
  title: "Draft earnings call prepared remarks from final financials"
  domain: "Communications & PR"
  roles: ["Investor Relations Manager", "VP Investor Relations", "CFO Chief of Staff"]
  description: "Write the CEO and CFO prepared-remarks script for an earnings call, weaving final reported segment results, year-over-year commentary, and updated full-year guidance narrative into a timed speaker script with operator cues."
  inputs: ["Final earnings press release", "Segment performance data", "CFO and CEO talking-point bullets", "Prior-quarter earnings script"]
  outputs: ["Earnings call script draft with speaker cues", "Annotated guidance language section"]
  automation: medium
  human_in_loop: sign-off
  tools: ["word processor", "financial reporting system"]
  frequency: quarterly
  trigger: "Draft the Q3 earnings script from the final press release and the CFO talking points doc"

- id: build-earnings-call-q-a-hot-topic-bank-from-sell-side-resear
  title: "Build earnings call Q&A hot-topic bank from sell-side research"
  domain: "Communications & PR"
  roles: ["Investor Relations Manager", "IR Analyst", "VP Investor Relations"]
  description: "Scan recent sell-side research notes and prior earnings-call transcripts to extract the questions analysts are signaling, then draft model answer frameworks ranked by anticipated frequency for management coaching sessions."
  inputs: ["Sell-side equity research notes", "Prior earnings call Q&A transcripts", "Competitor earnings Q&A transcripts", "Open investor concern log"]
  outputs: ["Ranked Q&A prep bank with draft answer frameworks", "Hot-topic theme summary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["financial research platform", "document management system", "word processor"]
  frequency: quarterly
  trigger: "Pull the last 12 sell-side notes and last quarter's transcript and build a Q&A bank for earnings prep"

- id: profile-13f-ownership-shifts-to-refresh-ir-targeting-list
  title: "Profile 13F ownership shifts to refresh IR targeting list"
  domain: "Research & Competitive Intel"
  roles: ["Investor Relations Manager", "IR Analyst", "IR Associate"]
  description: "Parse the most recent quarterly 13F filings for target and current institutional holders, flag meaningful position increases, new entries, and full exits, and update the IR CRM priority outreach queue accordingly."
  inputs: ["13F filing data export", "Current IR CRM account list", "Target investor universe"]
  outputs: ["Institutional ownership change report", "Updated IR CRM priority outreach list"]
  automation: high
  human_in_loop: spot-check
  tools: ["IR CRM", "ownership analytics platform", "spreadsheet"]
  frequency: quarterly
  trigger: "Pull the latest 13F changes for our top 50 target holders and flag who added, cut, or exited us"

- id: compile-per-investor-ndr-briefing-books
  title: "Compile per-investor NDR briefing books"
  domain: "Sales & BizDev"
  roles: ["Investor Relations Manager", "IR Associate", "VP Investor Relations"]
  description: "For each stop on a non-deal roadshow, assemble a one-page briefing covering the investor's current position, ownership history, prior meeting notes and questions, known thesis sensitivities, and suggested talking-point prioritization."
  inputs: ["IR CRM meeting history", "Investor ownership data", "Corporate pitch deck", "NDR schedule"]
  outputs: ["Per-investor NDR prep brief", "Annotated meeting schedule with talking-point priorities"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["IR CRM", "ownership analytics platform", "presentation software", "word processor"]
  frequency: ad-hoc
  trigger: "We have eight NDR meetings next week — build a prep brief for each investor on the schedule"

- id: draft-sell-side-m-a-process-letter-and-bid-deadline-schedule
  title: "Draft sell-side M&A process letter and bid deadline schedule"
  domain: "Legal & Compliance"
  roles: ["VP Corporate Development", "M&A Counsel", "Corporate Development Manager"]
  description: "Draft the formal process letter distributed to first-round bidders in a sell-side M&A auction specifying bid format requirements, management presentation windows, VDR access protocols, and NDA preconditions."
  inputs: ["Transaction timeline", "Bidder shortlist", "Management availability calendar", "VDR access parameters"]
  outputs: ["Process letter draft", "Bid deadline and management presentation schedule"]
  automation: medium
  human_in_loop: sign-off
  tools: ["word processor", "calendar", "document management system"]
  frequency: ad-hoc
  trigger: "Draft the process letter to send to the shortlisted bidders for Project Atlas"

- id: track-nda-execution-and-expiry-across-m-a-process-counterpar
  title: "Track NDA execution and expiry across M&A process counterparties"
  domain: "Legal & Compliance"
  roles: ["Corporate Development Analyst", "M&A Associate", "Legal Operations Specialist"]
  description: "Maintain a master log of NDAs across all parties in an M&A process, tracking execution dates, counterparty signatories, confidentiality term lengths, standstill provisions, and upcoming expiries with alert triggers."
  inputs: ["Executed NDA documents", "Counterparty contact list", "Process party tracker"]
  outputs: ["NDA execution master log", "Expiry and standstill alert list"]
  automation: high
  human_in_loop: spot-check
  tools: ["contract repository", "e-signature platform", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Update the NDA log with all Project Falcon parties and flag any that are still unsigned or expiring within 30 days"

- id: assemble-precedent-m-a-transactions-comp-table
  title: "Assemble precedent M&A transactions comp table"
  domain: "Research & Competitive Intel"
  roles: ["Corporate Development Analyst", "M&A Associate", "Investment Banking Analyst"]
  description: "Source comparable closed M&A transactions from public filings and press releases and populate a precedent-transactions table with entry multiples (EV/Revenue, EV/EBITDA), premiums paid to unaffected share price, deal structure, and strategic rationale."
  inputs: ["Deal screening criteria", "Public merger announcements", "SEC merger proxy filings", "Financial database export"]
  outputs: ["Precedent transactions comp table", "Source annotations and footnotes"]
  automation: medium
  human_in_loop: spot-check
  tools: ["financial database", "spreadsheet", "document management system"]
  frequency: ad-hoc
  trigger: "Build a precedent transactions table for vertical SaaS deals above $300M closed in the last four years"

- id: build-post-close-synergy-tracking-worksheet-against-deal-mod
  title: "Build post-close synergy tracking worksheet against deal model"
  domain: "Finance & Accounting"
  roles: ["M&A Integration Analyst", "Corporate Development Manager", "Finance Manager"]
  description: "Construct a monthly synergy tracking worksheet mapping each cost and revenue synergy line item from the signed deal model against actuals reported by integration workstream owners, with variance commentary for integration steering committee review."
  inputs: ["Signed deal model synergy schedule", "Integration workstream actuals", "Integration steering deck from prior period"]
  outputs: ["Synergy tracking worksheet with variance commentary", "Executive summary for steering committee"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "financial reporting system", "project tracker"]
  frequency: monthly
  trigger: "Pull actuals vs. the deal-model synergy plan for the Nexco integration and flag where we're behind or ahead"

- id: extract-acquisition-screening-summary-from-received-cim
  title: "Extract acquisition screening summary from received CIM"
  domain: "Business / Functional Analysis"
  roles: ["Corporate Development Analyst", "M&A Associate", "Director of Corporate Development"]
  description: "Read an inbound confidential information memorandum and extract standardized financial KPIs (ARR, EBITDA, gross margin, capex intensity, customer concentration) into the deal screening template, flagging data gaps and red-flag disclosures for the investment thesis review."
  inputs: ["Confidential information memorandum (CIM)", "Deal screening template", "Investment thesis criteria"]
  outputs: ["Populated deal screening summary", "Data gap and red-flag log"]
  automation: high
  human_in_loop: spot-check
  tools: ["document management system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "We received the CIM for Project Merlin — extract the financials and flag anything that doesn't fit our screening criteria"

- id: draft-management-presentation-q-a-prep-for-sell-side-process
  title: "Draft management presentation Q&A prep for sell-side process"
  domain: "Strategy & Consulting"
  roles: ["VP Corporate Development", "M&A Associate", "Corporate Development Manager"]
  description: "Anticipate likely buyer due-diligence questions from the management presentation and draft briefing notes for each executive, covering deal rationale challenges, customer concentration, technology debt, and competitive positioning pressure points."
  inputs: ["Management presentation draft", "CIM", "Prior management Q&A session notes", "Known buyer concerns"]
  outputs: ["Management Q&A prep brief by speaker", "Topic-flagged conversation guide"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["word processor", "document management system"]
  frequency: ad-hoc
  trigger: "We have management presentations with three bidders next week — build the Q&A prep notes for each exec based on the CIM and deck"

- id: build-activist-investor-scenario-prep-brief
  title: "Build activist investor scenario prep brief"
  domain: "Strategy & Consulting"
  roles: ["VP Investor Relations", "Director of Investor Relations", "Corporate Secretary"]
  description: "Analyze a flagged activist investor's historical campaign playbook, current position build in the stock, and stated thesis to draft a scenario brief covering likely demands, board engagement tactics, and recommended defensive response options."
  inputs: ["Activist investor 13D/13G filing", "Investor's prior campaign history", "Company shareholder register", "Governance vulnerability assessment"]
  outputs: ["Activist scenario prep brief", "Response option matrix with recommended actions"]
  automation: medium
  human_in_loop: sign-off
  tools: ["financial database", "ownership analytics platform", "word processor"]
  frequency: ad-hoc
  trigger: "A known activist just filed a 13D on us — build a scenario brief on their likely demands and our response options"

- id: populate-and-index-virtual-data-room-against-dd-request-list
  title: "Populate and index virtual data room against DD request list"
  domain: "Finance & Accounting"
  roles: ["Corporate Development Associate", "M&A Analyst", "Transaction Counsel"]
  description: "Map the sell-side VDR folder taxonomy to the buyer due-diligence request list, flag missing or redacted documents by category, and produce a completion-percentage tracker by workstream (legal, finance, commercial, HR, IP)."
  inputs: ["buyer DD request list", "document inventory export", "VDR template", "redaction guidelines"]
  outputs: ["indexed VDR folder structure", "document gap log", "workstream completion tracker"]
  automation: medium
  human_in_loop: approve
  tools: ["virtual data room", "document management system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Set up the VDR for Project Falcon — map our documents to the buyer DD request list and flag everything missing by workstream"

- id: build-sell-side-consensus-estimate-bridge-to-internal-guidan
  title: "Build sell-side consensus estimate bridge to internal guidance range"
  domain: "Finance & Accounting"
  roles: ["Investor Relations Manager", "Investor Relations Analyst", "FP&A Manager"]
  description: "Aggregate current sell-side revenue, EBITDA, and EPS consensus estimates line by line and build a variance bridge showing where internal planning assumptions diverge from Street consensus before guidance is set."
  inputs: ["sell-side model outputs", "consensus database extract", "internal financial projections", "prior guidance"]
  outputs: ["consensus vs. guidance bridge table", "line-item variance commentary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["financial data terminal", "spreadsheet", "IR analytics platform"]
  frequency: quarterly
  trigger: "Pull the Street consensus and build the bridge to our internal numbers so we can calibrate guidance before the call"

- id: draft-board-special-committee-m-a-process-status-memorandum
  title: "Draft board special-committee M&A process status memorandum"
  domain: "Strategy & Consulting"
  roles: ["Corporate Development Director", "VP Corporate Development", "M&A Counsel"]
  description: "Synthesize bidder engagement status, process milestone completions, open diligence items, and adviser recommendations into a concise status memo for board special committee review at each deal gate."
  inputs: ["process timeline", "bidder interaction log", "open items tracker", "financial adviser update"]
  outputs: ["special committee status memorandum", "open items summary"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document editor", "deal pipeline tracker", "secure board portal"]
  frequency: ad-hoc
  trigger: "Draft the special committee update for Thursday — cover where each bidder stands, what diligence is still open, and adviser recommendations"

- id: build-investor-day-run-of-show-and-speaker-logistics-brief
  title: "Build investor day run-of-show and speaker logistics brief"
  domain: "Communications & PR"
  roles: ["Investor Relations Officer", "Investor Relations Manager", "Corporate Communications Manager"]
  description: "Assemble the minute-by-minute run-of-show for an investor or analyst day, mapping speaker slots, presentation handoffs, Q&A windows, AV cues, and contingency timings into a single logistics brief distributed to all presenters and event staff."
  inputs: ["speaker roster", "presentation order and timing estimates", "venue details", "AV requirements"]
  outputs: ["investor day run-of-show document", "speaker logistics brief"]
  automation: medium
  human_in_loop: approve
  tools: ["document editor", "calendar", "event management tool"]
  frequency: ad-hoc
  trigger: "Build the investor day run-of-show for the November event — six speakers, 90-minute presentation block, and a two-hour analyst Q&A"

- id: draft-corporate-development-pipeline-report-for-board
  title: "Draft corporate development pipeline report for board"
  domain: "Strategy & Consulting"
  roles: ["Corporate Development Director", "VP Corporate Development", "Chief Strategy Officer"]
  description: "Compile active acquisition targets with deal stage, financial metrics, strategic fit rationale, and recommended next steps into a formatted periodic pipeline report for board or executive committee review."
  inputs: ["deal pipeline tracker", "financial screening data", "strategic priority framework", "prior pipeline report"]
  outputs: ["board pipeline report", "deal stage summary with next-step actions"]
  automation: medium
  human_in_loop: sign-off
  tools: ["deal pipeline tracker", "spreadsheet", "document editor", "secure board portal"]
  frequency: quarterly
  trigger: "Draft the Q3 CorpDev pipeline report for the board — include all active targets with stage, indicative size, strategic rationale, and what we're doing next on each"

- id: summarize-proxy-advisory-firm-vote-recommendations-for-conte
  title: "Summarize proxy advisory firm vote recommendations for contested ballot items"
  domain: "Legal & Compliance"
  roles: ["Investor Relations Officer", "Corporate Secretary", "Governance Specialist"]
  description: "Extract and tabulate ISS and Glass Lewis vote recommendations across all contested or at-risk annual meeting ballot items, flag divergences from board recommendations, and draft short response talking points for each contested item."
  inputs: ["ISS vote recommendation report", "Glass Lewis vote recommendation report", "proxy statement", "board vote recommendations"]
  outputs: ["vote recommendation comparison table", "contested item talking points"]
  automation: high
  human_in_loop: review-before-send
  tools: ["proxy advisory platform", "document editor", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Summarize what ISS and Glass Lewis said on say-on-pay and director elections — where do they diverge from our board recommendations and what are our responses?"

- id: draft-sell-side-blind-teaser-from-company-overview-materials
  title: "Draft sell-side blind teaser from company overview materials"
  domain: "Finance & Accounting"
  roles: ["Corporate Development Director", "Investment Banking Associate", "M&A Analyst"]
  description: "Write the two-to-four-page anonymous teaser describing the target's business profile, financial highlights, and strategic rationale without disclosing company identity, formatted for distribution to prospective buyers before NDA execution."
  inputs: ["company overview deck", "financial summary", "deal parameters", "strategic rationale brief"]
  outputs: ["blind teaser document"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document editor", "financial model", "presentation software"]
  frequency: ad-hoc
  trigger: "Draft the blind teaser for Project Atlas — include the key financials and value creation story without naming the company"

- id: draft-pre-audit-engagement-letter-and-information-request-li
  title: "Draft pre-audit engagement letter and information request list"
  domain: "Finance & Accounting"
  roles: ["Internal audit manager", "Senior internal auditor"]
  description: "Prepare the formal audit engagement letter defining scope, objectives, and timing, paired with a pre-audit information request (PBC list) sent to the process owner to gather documentation before fieldwork begins."
  inputs: ["Audit universe entry", "Prior audit workpapers", "Process owner contact list"]
  outputs: ["Audit engagement letter", "Pre-audit PBC request list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["workpaper management system", "document editor", "email client"]
  frequency: ad-hoc
  trigger: "Draft the engagement letter and opening PBC list for the Q3 procure-to-pay audit"

- id: draft-audit-finding-in-condition-criteria-cause-effect-recom
  title: "Draft audit finding in condition-criteria-cause-effect-recommendation format"
  domain: "Finance & Accounting"
  roles: ["Senior internal auditor", "Audit senior", "SOX compliance analyst"]
  description: "Structure a documented test exception into a formal audit finding using the CCER framework, calibrating severity language (deficiency, significant deficiency, or material weakness) to the nature and magnitude of the control failure."
  inputs: ["Test exception notes", "Control objective", "Applicable policy or standard", "Population size and error rate"]
  outputs: ["Structured audit finding draft", "Severity classification rationale"]
  automation: high
  human_in_loop: review-before-send
  tools: ["workpaper management system", "document editor"]
  frequency: ad-hoc
  trigger: "Draft a CCER finding for the three payment exceptions I found in my AP disbursements test — population was 420 payments"

- id: score-and-rank-audit-universe-entities-for-annual-audit-plan
  title: "Score and rank audit universe entities for annual audit plan"
  domain: "Finance & Accounting"
  roles: ["Internal audit manager", "Chief audit executive", "Enterprise risk manager"]
  description: "Apply a multi-factor risk scoring model (inherent risk, control environment maturity, change velocity, prior audit results, regulatory exposure) to each entity in the audit universe and produce a risk-ranked list with scoring rationale for audit committee approval."
  inputs: ["Audit universe inventory", "Risk factor criteria and weightings", "Prior audit results", "Organizational change log"]
  outputs: ["Risk-scored audit universe", "Annual audit plan draft", "Scoring rationale memo"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "workpaper management system", "GRC platform"]
  frequency: quarterly
  trigger: "Score our 85-entity audit universe using this year's risk factors and produce a ranked list for the audit committee deck"

- id: reconcile-risk-and-control-matrix-to-revised-process-narrati
  title: "Reconcile risk and control matrix to revised process narrative after redesign"
  domain: "Finance & Accounting"
  roles: ["SOX compliance analyst", "Risk and controls analyst", "Internal auditor"]
  description: "Compare a revised process narrative to the existing Risk and Control Matrix (RACM), identify controls orphaned or rendered redundant by the redesign, and flag control gaps requiring new design adequacy assessments before the next testing cycle."
  inputs: ["Revised process narrative", "Current RACM", "Process redesign documentation"]
  outputs: ["RACM gap analysis memo", "List of controls requiring redesign assessment", "Updated RACM draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "workpaper management system", "document editor"]
  frequency: ad-hoc
  trigger: "The vendor onboarding process was redesigned — reconcile the updated narrative to our RACM and flag any control gaps"

- id: draft-sox-sub-certification-questionnaire-for-business-unit
  title: "Draft SOX sub-certification questionnaire for business unit controllers"
  domain: "Legal & Compliance"
  roles: ["SOX compliance analyst", "SOX manager", "Internal audit manager"]
  description: "Build a quarterly SOX 302/906 sub-certification questionnaire scoped to in-scope process risk areas, requiring business unit controllers to attest to control operating effectiveness, identify exceptions, and disclose significant changes since the prior quarter."
  inputs: ["In-scope process list", "Prior quarter exceptions", "Disclosure controls checklist", "SOX risk and materiality thresholds"]
  outputs: ["Sub-certification questionnaire", "Distribution and due-date schedule"]
  automation: high
  human_in_loop: approve
  tools: ["survey platform", "workpaper management system", "email client"]
  frequency: quarterly
  trigger: "Draft the Q2 sub-cert questionnaire for our revenue cycle and procurement BU controllers"

- id: triage-continuous-monitoring-exception-alerts-for-investigat
  title: "Triage continuous monitoring exception alerts for investigation priority"
  domain: "Finance & Accounting"
  roles: ["Internal auditor", "Data analytics auditor", "Risk and controls analyst"]
  description: "Review automated continuous monitoring exception reports covering duplicate vendor payments, segregation of duties conflicts, and off-cycle journal entries, classifying each alert as requiring investigation, confirmed false positive, or accepted risk with supporting explanatory notes."
  inputs: ["Continuous monitoring exception report", "Vendor master file", "GL transaction detail", "SoD conflict rule matrix"]
  outputs: ["Triaged exception log", "Investigation referral list", "False positive disposition notes"]
  automation: medium
  human_in_loop: spot-check
  tools: ["data analytics platform", "ERP", "spreadsheet", "GRC platform"]
  frequency: weekly
  trigger: "Triage this week's CM alerts from the AP and journal entry monitoring scripts — flag anything needing follow-up investigation"

- id: compute-attribute-sampling-plan-and-document-random-selectio
  title: "Compute attribute sampling plan and document random-selection methodology"
  domain: "Finance & Accounting"
  roles: ["Internal auditor", "Audit senior", "SOX compliance analyst"]
  description: "Calculate the required sample size, tolerable deviation rate (TDR), and expected deviation rate (EDR) for a planned compliance test using fixed or sequential attribute sampling, and document the approved methodology and randomly generated sample in the audit workpaper."
  inputs: ["Population size and description", "Risk of over-reliance", "TDR and EDR assumptions", "Applicable sampling standard"]
  outputs: ["Sampling workpaper", "Random sample selection list", "Methodology rationale"]
  automation: high
  human_in_loop: spot-check
  tools: ["statistical sampling software", "spreadsheet", "workpaper management system"]
  frequency: ad-hoc
  trigger: "Calculate my sample size for change management testing — population is 340 changes, TDR 5%, EDR 0%, risk of over-reliance 5%"

- id: assess-management-remediation-evidence-against-original-find
  title: "Assess management remediation evidence against original finding closure criteria"
  domain: "Legal & Compliance"
  roles: ["Internal audit manager", "Control assurance specialist", "Senior internal auditor"]
  description: "Review the evidence package submitted by management in response to an open audit finding — including revised procedures, system screenshots, training completion records, and re-performance results — and produce a structured assessment memo concluding whether the evidence sufficiently closes the control deficiency."
  inputs: ["Original audit finding and root cause", "Management remediation action plan", "Submitted evidence package", "Control objective"]
  outputs: ["Remediation assessment memo", "Finding disposition (closed / partially closed / open)", "Outstanding items list"]
  automation: medium
  human_in_loop: approve
  tools: ["workpaper management system", "document repository", "GRC platform"]
  frequency: monthly
  trigger: "Management submitted evidence to close the vendor-onboarding approval control finding — assess whether it's sufficient for closure"

- id: build-control-self-assessment-facilitation-guide-and-risk-ra
  title: "Build control self-assessment facilitation guide and risk rating worksheet"
  domain: "Operations & Project Mgmt"
  roles: ["Enterprise risk manager", "Internal audit manager", "Risk and controls analyst"]
  description: "Prepare a structured CSA workshop facilitation guide for a defined process area, including scoped risk prompts, a calibrated likelihood-and-impact rating scale, breakout session instructions, and a pre-populated risk register template for participants to complete during the session."
  inputs: ["Process scope definition", "Enterprise risk framework", "Prior CSA results or risk register", "Participant role list"]
  outputs: ["CSA facilitation guide", "Participant risk rating worksheet", "Pre-populated risk register template"]
  automation: high
  human_in_loop: review-before-send
  tools: ["presentation software", "spreadsheet", "workpaper management system"]
  frequency: ad-hoc
  trigger: "Build a CSA facilitation guide for our supply chain risk workshop next month — the group is 12 process owners"

- id: draft-kri-threshold-breach-narrative-for-risk-committee-repo
  title: "Draft KRI threshold breach narrative for risk committee reporting pack"
  domain: "Strategy & Consulting"
  roles: ["Enterprise risk manager", "Chief risk officer", "Risk and controls analyst"]
  description: "Identify key risk indicators that breached warning or escalation thresholds during the reporting period, and draft a narrative section for the risk committee pack covering trend context, preliminary root cause, management's response, and recommended risk owner actions."
  inputs: ["KRI dashboard data export", "Threshold definition table", "Prior two periods' KRI readings", "Risk owner commentary"]
  outputs: ["KRI breach narrative", "Risk committee pack section", "Updated heat map"]
  automation: high
  human_in_loop: review-before-send
  tools: ["risk management platform", "spreadsheet", "presentation software"]
  frequency: monthly
  trigger: "Three KRIs hit the warning threshold this month — draft the risk committee narrative with trend and root cause commentary for each"

- id: map-fraud-risk-brainstorming-output-to-financial-statement-a
  title: "Map fraud risk brainstorming output to financial statement assertions and audit responses"
  domain: "Finance & Accounting"
  roles: ["Audit senior", "Senior internal auditor", "SOX compliance analyst"]
  description: "Take the documented output of an ISA 240 / AU-C 240 fraud risk brainstorming session and map each identified fraud scenario to the relevant financial statement assertion, the affected account balance or transaction class, and a preliminary audit response specifying procedural adjustments or additional testing."
  inputs: ["Fraud risk brainstorming session notes", "Trial balance", "Prior year fraud risk assessment", "Significant account list"]
  outputs: ["Fraud risk-to-assertion mapping table", "Updated risk assessment workpaper", "Preliminary audit response summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["workpaper management system", "spreadsheet", "document editor"]
  frequency: ad-hoc
  trigger: "Map the fraud scenarios from our planning meeting to FS assertions and draft the preliminary audit responses for each"

- id: assess-automated-control-reliance-impairment-from-identified
  title: "Assess automated control reliance impairment from identified ITGC deficiencies"
  domain: "Finance & Accounting"
  roles: ["IT auditor", "SOX compliance analyst", "Internal audit manager"]
  description: "For each identified ITGC deficiency (access management, change management, or computer operations), determine which automated application controls and IPE (information produced by the entity) depend on the affected system, assess whether the deficiency impairs reliance on those automated controls, and document the fallback testing strategy required to maintain audit coverage."
  inputs: ["ITGC deficiency findings", "In-scope system and automated control inventory", "IPE listing", "RACM automated control dependencies"]
  outputs: ["Automated control reliance impairment assessment", "Expanded manual testing scope memo", "Updated RACM automated control flags"]
  automation: medium
  human_in_loop: sign-off
  tools: ["workpaper management system", "GRC platform", "spreadsheet"]
  frequency: quarterly
  trigger: "We found access management and change management ITGC gaps on the ERP — assess which automated controls are impaired and what additional manual testing we need"

- id: conclude-on-icfr-material-weakness-vs-significant-deficiency
  title: "Conclude on ICFR material weakness vs. significant deficiency for SEC disclosure"
  domain: "Finance & Accounting"
  roles: ["SOX Compliance Manager", "Internal Audit Manager", "Chief Audit Executive"]
  description: "Apply AS2201 severity criteria to the aggregated deficiency log to formally conclude whether individually or in combination the deficiencies constitute a significant deficiency or material weakness, and document the conclusion memo supporting the 10-K/10-Q management assessment disclosure."
  inputs: ["Deficiency severity log", "AS2201 severity rubric", "Financial statement assertion map", "Materiality thresholds"]
  outputs: ["ICFR conclusion memo", "Disclosure recommendation", "Management assessment support binder"]
  automation: medium
  human_in_loop: sign-off
  tools: ["GRC platform", "workpaper management system", "document editor"]
  frequency: quarterly
  trigger: "Wrap up the ICFR conclusion memo — we need to determine disclosure obligation before the 10-K filing deadline"

- id: compile-entity-level-control-evidence-package-for-coso-compo
  title: "Compile entity-level control evidence package for COSO component testing"
  domain: "Finance & Accounting"
  roles: ["SOX Compliance Manager", "Risk and Controls Analyst", "Internal Auditor"]
  description: "Gather and organize evidence for entity-level controls across COSO components — including board and audit committee minutes, ethics hotline case summaries, code-of-conduct acknowledgment rates, and whistleblower program disclosures — into a structured ELC workpaper with design and operating effectiveness conclusions."
  inputs: ["Board and audit committee minutes", "Ethics hotline case reports", "Code-of-conduct sign-off logs", "Whistleblower program statistics", "Organization charts"]
  outputs: ["Entity-level control workpaper", "COSO component coverage matrix", "ELC conclusion summary"]
  automation: medium
  human_in_loop: approve
  tools: ["workpaper management system", "document repository", "GRC platform"]
  frequency: quarterly
  trigger: "Build the ELC testing package for tone-at-the-top and COSO soft controls before we kick off control testing"

- id: design-fraud-analytics-test-matrix-mapping-risk-factors-to-t
  title: "Design fraud analytics test matrix mapping risk factors to transaction-level procedures"
  domain: "Finance & Accounting"
  roles: ["Data Analytics Auditor", "Forensic Accountant", "Internal Audit Manager"]
  description: "Translate each fraud risk factor from the risk assessment into a specific data analytics procedure (Benford's law, gap sequence testing, duplicate-payment detection, round-dollar analysis) and document the anomaly threshold, population scope, and follow-up protocol for each test in a structured analytics test matrix."
  inputs: ["Fraud risk assessment", "Transaction population definitions", "Prior-period exception log", "Anomaly threshold criteria"]
  outputs: ["Fraud analytics test matrix", "Population extraction specifications", "Anomaly escalation protocol"]
  automation: medium
  human_in_loop: approve
  tools: ["data analytics platform", "workpaper management system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Build the analytics test matrix for the accounts payable and disbursements fraud risk procedures before fieldwork starts"

- id: draft-three-lines-of-defense-reliance-and-assurance-map-for
  title: "Draft three-lines-of-defense reliance and assurance map for audit plan scoping"
  domain: "Finance & Accounting"
  roles: ["Chief Audit Executive", "Enterprise Risk Manager", "Audit Manager"]
  description: "Map each risk and process area to its first-line, second-line, and third-line coverage, assess quality of evidence from each line, and produce a reliance decision and assurance gap summary to inform annual audit plan scope and resource allocation."
  inputs: ["Audit universe", "Risk register", "Compliance monitoring schedule", "Control self-assessment results"]
  outputs: ["Three-lines reliance and assurance map", "Assurance gap summary", "Reliance decision table"]
  automation: medium
  human_in_loop: approve
  tools: ["GRC platform", "spreadsheet", "presentation software"]
  frequency: quarterly
  trigger: "Build the three-lines coverage map — we need to document first and second-line reliance decisions before finalizing the audit plan"

- id: prepare-sox-walkthrough-pre-read-package-and-evidence-reques
  title: "Prepare SOX walkthrough pre-read package and evidence request list for process owners"
  domain: "Finance & Accounting"
  roles: ["SOX Compliance Manager", "Internal Auditor", "Risk and Controls Analyst"]
  description: "Prior to scheduling walkthrough interviews, assemble a process-specific pre-read package for control owners listing the in-scope controls, the evidence items to gather before the session, and the interview agenda so owners can prepare accurate responses and reduce re-work."
  inputs: ["Risk and control matrix", "Prior-year walkthrough notes", "Control attribute inventory", "Process scope definition"]
  outputs: ["Walkthrough pre-read package", "Pre-walkthrough evidence request list", "Interview agenda"]
  automation: high
  human_in_loop: review-before-send
  tools: ["workpaper management system", "document editor", "email"]
  frequency: quarterly
  trigger: "Generate the walkthrough prep packages for the order-to-cash process owners — include the evidence list so they can pull samples before we meet"

- id: draft-enterprise-risk-appetite-statement-with-quantitative-t
  title: "Draft enterprise risk appetite statement with quantitative tolerance thresholds by category"
  domain: "Finance & Accounting"
  roles: ["Chief Risk Officer", "Enterprise Risk Manager", "Chief Audit Executive"]
  description: "Convert board-approved qualitative risk appetite narrative into a structured statement with measurable tolerance thresholds (financial loss limits, compliance error-rate caps, operational downtime tolerances) for each risk category, linking thresholds to KRI escalation triggers."
  inputs: ["Board risk appetite narrative", "Risk category taxonomy", "KRI definitions", "Prior-period loss data"]
  outputs: ["Risk appetite statement document", "Tolerance threshold table", "KRI-to-threshold crosswalk"]
  automation: medium
  human_in_loop: sign-off
  tools: ["GRC platform", "document editor", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Draft the risk appetite statement with quantitative thresholds — we need tolerance levels per risk category to link to our KRI dashboard"

- id: draft-audit-committee-quarterly-status-report-covering-plan
  title: "Draft audit committee quarterly status report covering plan progress, findings, and open issue aging"
  domain: "Finance & Accounting"
  roles: ["Chief Audit Executive", "Audit Manager"]
  description: "Assemble the standardized quarterly update to the audit committee covering audit plan completion percentage, new findings by rating, trend in open issue aging, emerging risks identified in the period, and a forward-look at next quarter's planned engagements."
  inputs: ["Audit plan tracker", "Findings register", "Open issue aging report", "Emerging risk log"]
  outputs: ["Audit committee quarterly report deck", "Supporting data exhibits", "Management commentary"]
  automation: medium
  human_in_loop: sign-off
  tools: ["presentation software", "GRC platform", "spreadsheet"]
  frequency: quarterly
  trigger: "Draft the Q2 audit committee report — board meeting is in two weeks and I need plan status, open findings aging, and any emerging risks"

- id: roll-the-deferred-tax-asset-liability-schedule-for-quarterly
  title: "Roll the deferred tax asset/liability schedule for quarterly provision"
  domain: "Finance & Accounting"
  roles: ["Tax provision specialist", "Senior tax analyst", "Corporate controller"]
  description: "Carry forward prior-period DTA/DTL balances, post current-quarter originating and reversing temporary differences by category, and update the valuation allowance assessment memo."
  inputs: ["Prior-period DTA/DTL rollforward", "Current-period trial balance", "Tax-to-book adjustment listing", "Valuation allowance memo from prior quarter"]
  outputs: ["Updated DTA/DTL rollforward by category", "Effective tax rate reconciliation", "Valuation allowance assessment memo"]
  automation: medium
  human_in_loop: sign-off
  tools: ["tax provision software", "spreadsheet", "ERP"]
  frequency: quarterly
  trigger: "Roll forward our deferred tax schedule for Q2 and flag any new temp differences needing a valuation allowance assessment"

- id: reconcile-vat-output-tax-liability-to-sales-ledger-before-pe
  title: "Reconcile VAT output tax liability to sales ledger before periodic filing"
  domain: "Finance & Accounting"
  roles: ["VAT specialist", "Indirect tax accountant", "Tax compliance analyst"]
  description: "Tie VAT output tax declared on the draft periodic return to the sales and revenue ledger, explain variances from exempt supplies, timing differences, and credit notes, and clear all reconciling items before submission."
  inputs: ["Draft VAT return", "Sales ledger extract", "Exempt and zero-rated transaction listing", "Credit note register"]
  outputs: ["VAT-to-GL reconciliation schedule", "Variance explanations by category", "Approved VAT return ready for filing"]
  automation: high
  human_in_loop: review-before-send
  tools: ["ERP", "tax compliance software", "spreadsheet"]
  frequency: monthly
  trigger: "Reconcile this month's UK VAT return to the sales ledger before I submit to HMRC"

- id: draft-hedge-designation-memo-and-prospective-effectiveness-t
  title: "Draft hedge designation memo and prospective effectiveness test under ASC 815"
  domain: "Finance & Accounting"
  roles: ["Derivatives accountant", "FX risk analyst", "Treasury manager"]
  description: "Document the hedging relationship, risk management objective, hedged item, hedging instrument, and critical terms for a new FX forward or interest rate swap; complete the prospective effectiveness assessment workpaper required at inception."
  inputs: ["Trade confirmation", "Hedged exposure schedule", "Risk management policy", "Derivative term sheet"]
  outputs: ["Hedge designation memo", "Prospective effectiveness test workpaper", "Hedge accounting journal entry template"]
  automation: medium
  human_in_loop: sign-off
  tools: ["treasury management system", "spreadsheet", "document management system"]
  frequency: ad-hoc
  trigger: "We just executed a EUR/USD forward to hedge Q3 forecast revenue — draft the ASC 815 designation memo and prospective test"

- id: prepare-bank-account-signatory-mandate-amendment-package
  title: "Prepare bank account signatory mandate amendment package"
  domain: "Finance & Accounting"
  roles: ["Treasury operations specialist", "Treasury analyst", "Cash management analyst"]
  description: "Compile board resolution, updated authorized signatory lists, specimen signature cards, and KYC identity documents into amendment letters for each relationship bank following a leadership change."
  inputs: ["Board resolution authorizing change", "ID documents for new signatories", "Existing bank mandate inventory", "KYC requirements by bank"]
  outputs: ["Bank mandate amendment letters", "Specimen signature card set", "KYC submission package per bank"]
  automation: medium
  human_in_loop: approve
  tools: ["document management system", "contract repository", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Our CFO changed last month — draft the signatory update packages for all three relationship banks"

- id: calculate-right-of-use-asset-and-lease-liability-remeasureme
  title: "Calculate right-of-use asset and lease liability remeasurement at modification date"
  domain: "Finance & Accounting"
  roles: ["Lease accounting specialist", "Technical accounting manager", "Assistant controller"]
  description: "Re-measure the ROU asset and lease liability at the modification effective date using the revised incremental borrowing rate, generate the adjustment journal entry, and update the lease amortization schedule for the remaining term."
  inputs: ["Original lease amortization schedule", "Modification agreement terms", "Revised incremental borrowing rate", "Prior carrying amounts of ROU asset and lease liability"]
  outputs: ["Modified lease amortization schedule", "Remeasurement journal entry", "Disclosure rollforward update"]
  automation: high
  human_in_loop: review-before-send
  tools: ["lease accounting software", "ERP", "spreadsheet"]
  frequency: ad-hoc
  trigger: "We extended our Chicago office lease by 3 years at a higher rent — remeasure the ROU asset and lease liability under ASC 842"

- id: prepare-transfer-pricing-local-file-economic-analysis-chapte
  title: "Prepare transfer pricing local file economic analysis chapter"
  domain: "Finance & Accounting"
  roles: ["Transfer pricing specialist", "International tax analyst", "TP manager"]
  description: "Document the tested party's functional and risk profile, select the appropriate transfer pricing method, identify comparable uncontrolled transactions or companies from a benchmarking database, and present the arm's-length range for the intercompany transaction under review."
  inputs: ["Intercompany transaction data by tested party", "Functional analysis questionnaire responses", "Comparables search results from benchmarking database", "Prior-year local file"]
  outputs: ["Economic analysis chapter", "Benchmarking analysis with interquartile range", "Comparables set and rejection log"]
  automation: low
  human_in_loop: sign-off
  tools: ["TP benchmarking database", "document management system", "spreadsheet"]
  frequency: quarterly
  trigger: "Draft the economic analysis section of our German local file for the intercompany distribution margin — use TNMM"

- id: draft-intercompany-loan-agreement-with-arm-s-length-interest
  title: "Draft intercompany loan agreement with arm's-length interest rate support"
  domain: "Finance & Accounting"
  roles: ["Transfer pricing specialist", "Treasury manager", "International tax analyst"]
  description: "Prepare the intercompany loan agreement terms and support the interest rate with a comparable uncontrolled price or credit-spread analysis referencing the borrower's credit profile and external market benchmarks."
  inputs: ["Loan term sheet approved by treasury", "Borrower entity credit profile", "External bond and loan market rate data", "Group treasury policy"]
  outputs: ["Intercompany loan agreement draft", "Interest rate benchmark analysis workpaper", "Board approval memo for each entity"]
  automation: medium
  human_in_loop: sign-off
  tools: ["TP benchmarking database", "contract repository", "document management system"]
  frequency: ad-hoc
  trigger: "Draft the intercompany loan agreement for the $20M funding from the US parent to the UK sub, including arm's-length rate support"

- id: build-country-by-country-report-data-collection-workbook-and
  title: "Build country-by-country report data collection workbook and CbCR XML package"
  domain: "Finance & Accounting"
  roles: ["International tax manager", "Group tax specialist", "Tax compliance analyst"]
  description: "Gather entity-level revenues, profit/loss before tax, income taxes paid and accrued, headcount, and stated capital from each constituent entity; map to OECD Table I-III templates; and generate the CbCR XML file for submission to the competent authority."
  inputs: ["Entity financial data packs", "Statutory accounts by jurisdiction", "Employee headcount by entity", "Prior-year CbCR filing"]
  outputs: ["CbCR Table I-III populated workbook", "CbCR XML submission file", "Data quality exception log"]
  automation: medium
  human_in_loop: sign-off
  tools: ["tax compliance software", "ERP", "spreadsheet"]
  frequency: quarterly
  trigger: "Compile the CbCR data collection for the filing and flag any entities with missing taxes-paid or headcount data"

- id: prepare-intraday-cash-position-and-pre-sweep-bank-reconcilia
  title: "Prepare intraday cash position and pre-sweep bank reconciliation"
  domain: "Finance & Accounting"
  roles: ["Cash management analyst", "Treasury operations specialist", "Cash pool administrator"]
  description: "Aggregate prior-day ledger closing balances, apply intraday credits and debits from bank statement feeds (MT940/BAI2), reconcile to real-time available balances across all accounts, and issue the daily sweep instruction before cutoff."
  inputs: ["Prior-day bank statements (MT940 or BAI2)", "Intraday transaction notifications", "Cash book entries", "Cash concentration structure map"]
  outputs: ["Intraday cash position report", "Bank-to-book reconciliation by account", "Sweep and ZBA instruction memo"]
  automation: high
  human_in_loop: spot-check
  tools: ["treasury management system", "bank portal", "ERP"]
  frequency: daily
  trigger: "Pull the MT940s from the portal and reconcile the morning cash position before the 9am notional pool sweep"

- id: compute-section-987-foreign-currency-gain-loss-on-qualified
  title: "Compute Section 987 foreign currency gain/loss on qualified business unit remittance"
  domain: "Finance & Accounting"
  roles: ["US international tax manager", "International tax analyst", "Tax provision specialist"]
  description: "Apply IRC Section 987 regulations to calculate unrealized and realized foreign currency gain or loss arising from a branch QBU remittance using the net worth method, and prepare the Form 8858 supporting schedule."
  inputs: ["Branch QBU balance sheet in functional currency and USD", "Remittance amounts and dates", "Historical and spot exchange rates", "Prior-year Section 987 pool balance"]
  outputs: ["Section 987 gain/loss calculation workpaper", "Form 8858 supporting schedule", "Tax return disclosure note"]
  automation: medium
  human_in_loop: sign-off
  tools: ["tax provision software", "spreadsheet", "ERP"]
  frequency: quarterly
  trigger: "Calculate the Section 987 FX gain/loss on the UK branch remittance for this year's federal return using the net worth method"

- id: compile-sales-tax-nexus-exposure-matrix-and-registration-gap
  title: "Compile sales tax nexus exposure matrix and registration gap analysis"
  domain: "Finance & Accounting"
  roles: ["Sales tax specialist", "State and local tax manager", "Indirect tax analyst"]
  description: "Compare rolling twelve-month sales volume and transaction counts by state against current economic nexus thresholds, cross-reference against existing registration status, and produce a prioritized list of jurisdictions requiring new registration or voluntary disclosure."
  inputs: ["Sales register by ship-to state", "Economic nexus threshold table by state", "Current sales tax registration list", "Product taxability matrix"]
  outputs: ["Nexus determination matrix by state", "Registration gap list with priority tier", "Voluntary disclosure eligibility summary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["tax research platform", "ERP", "spreadsheet"]
  frequency: quarterly
  trigger: "Run a nexus exposure analysis on our sales data and flag any new states where we've crossed the threshold since last quarter"

- id: prepare-foreign-exchange-revaluation-and-translation-varianc
  title: "Prepare foreign exchange revaluation and translation variance analysis at period close"
  domain: "Finance & Accounting"
  roles: ["Corporate controller", "FX risk analyst", "Assistant controller"]
  description: "Revalue open monetary balances (AR, AP, intercompany loans, cash) at period-end spot rates, separate transaction gains/losses from cumulative translation adjustment recorded in OCI, and reconcile the movement to the FX line in the P&L."
  inputs: ["Open monetary balance listing by currency", "Period-end spot rates", "Prior-period CTA balance by entity", "FX line in management accounts"]
  outputs: ["FX revaluation journal entries", "Transaction vs. translation gain/loss split", "CTA rollforward by entity", "P&L FX variance commentary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["ERP", "treasury management system", "spreadsheet"]
  frequency: monthly
  trigger: "Run period-end FX revaluation and split out transaction gain/loss from CTA for the consolidation pack"

- id: prepare-uncertain-tax-position-rollforward-and-tabular-discl
  title: "Prepare uncertain tax position rollforward and tabular disclosure schedule"
  domain: "Finance & Accounting"
  roles: ["Tax provision specialist", "Corporate tax manager", "Tax accountant"]
  description: "Compile the opening-to-closing rollforward of unrecognized tax benefits — gross positions, interest, and penalties — and format the tabular ASC 740-10 / IAS 12 footnote disclosure. Flag positions with a >50% likelihood of resolution or statute lapse within the next twelve months."
  inputs: ["Prior-period UTB schedule", "Audit settlement and closing agreement notices", "Statute-of-limitations expiry calendar", "Transfer pricing assessment notices", "Tax return positions register"]
  outputs: ["UTB gross rollforward schedule", "Interest and penalty accrual schedule", "Footnote disclosure draft", "Significant-change flag list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["tax provision software", "spreadsheet", "ERP", "document management system"]
  frequency: quarterly
  trigger: "Build the FIN 48 UTB rollforward for Q3 provision — I need the gross-to-net schedule and the footnote disclosure draft."

- id: compute-gilti-inclusion-and-evaluate-high-tax-exclusion-elec
  title: "Compute GILTI inclusion and evaluate high-tax exclusion election by controlled foreign corporation"
  domain: "Finance & Accounting"
  roles: ["International tax specialist", "US international tax manager", "Tax director"]
  description: "Calculate each CFC's net tested income, QBAI, and deemed tangible income return; aggregate the US shareholder GILTI inclusion; then model effective foreign tax rates by CFC to determine whether electing the high-tax exclusion reduces overall tax cost versus claiming the section 960 deemed-paid credit."
  inputs: ["CFC trial balances", "Form 5471 data packages", "Foreign income tax accrual workpapers", "Prior-year GILTI inclusion workbook", "Tested-loss carryforward schedule"]
  outputs: ["GILTI inclusion workbook by CFC", "Effective foreign tax rate comparison table", "High-tax exclusion election recommendation memo", "Estimated net GILTI tax impact summary"]
  automation: medium
  human_in_loop: approve
  tools: ["tax compliance software", "spreadsheet", "ERP"]
  frequency: quarterly
  trigger: "Year-end close is coming — run the GILTI model across all CFCs and flag which ones qualify for the high-tax exclusion election."

- id: build-multi-state-income-tax-apportionment-factor-workbook
  title: "Build multi-state income tax apportionment factor workbook"
  domain: "Finance & Accounting"
  roles: ["SALT specialist", "State and local tax analyst", "Tax compliance analyst"]
  description: "Compile payroll, property, and sales factor numerators and denominators for each filing jurisdiction; apply state-specific throwback/throwout rules, market-sourcing elections, and combined-reporting modifications; and produce the apportionment schedules that feed each state return."
  inputs: ["General ledger payroll cost detail by state", "Fixed asset register with location codes", "Revenue detail by customer billing address", "Prior-year apportionment workbook", "State nexus and filing obligation register"]
  outputs: ["Multi-state apportionment factor workbook", "State-by-state blended effective rate summary", "Data-gap request list for missing customer sourcing"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["tax compliance software", "spreadsheet", "ERP"]
  frequency: quarterly
  trigger: "Extensions are filed — build the apportionment workbook for all 22 filing states using the final GL and prepare throwback calculations for the applicable states."

- id: prepare-tangible-personal-property-tax-rendition-and-draft-a
  title: "Prepare tangible personal property tax rendition and draft assessment protest package"
  domain: "Finance & Accounting"
  roles: ["Property tax analyst", "Tax compliance specialist", "Corporate tax manager"]
  description: "Extract the fixed asset register for each jurisdiction requiring an annual personal property rendition, classify assets by category and apply local assessor depreciation tables, submit the rendition, and draft a protest letter with third-party appraisal support if the assessor's notice value materially exceeds the rendition."
  inputs: ["Fixed asset register with location, cost, and acquisition date", "Prior-year rendition filings and assessment notices", "Local assessor depreciation guide tables", "Third-party equipment appraisal reports"]
  outputs: ["Personal property rendition filing by jurisdiction", "Assessed-vs-rendered value reconciliation schedule", "Protest letter with supporting valuation schedules"]
  automation: medium
  human_in_loop: approve
  tools: ["property tax compliance software", "fixed asset system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Q1 property tax season — extract fixed assets for all Texas and California jurisdictions and prepare the tangible personal property renditions."

- id: prepare-borrowing-base-certificate-for-asset-based-revolving
  title: "Prepare borrowing base certificate for asset-based revolving credit facility"
  domain: "Finance & Accounting"
  roles: ["Treasury analyst", "Controller", "ABL finance manager"]
  description: "Calculate eligible collateral from accounts receivable and inventory against credit-agreement advance rates and required reserves, determine available borrowing capacity, and assemble the lender's borrowing base certificate with supporting aging and concentration schedules for periodic submission."
  inputs: ["AR aging by debtor and concentration bucket", "Inventory perpetual register with category detail", "Credit agreement eligible collateral and reserve definitions", "Prior borrowing base certificate", "Dilution and ineligible receivables tracking schedule"]
  outputs: ["Borrowing base certificate", "Eligible AR and inventory calculation schedules", "Availability and excess availability summary", "Ineligibles and reserve detail exhibit"]
  automation: high
  human_in_loop: sign-off
  tools: ["ERP", "spreadsheet", "lender portal", "treasury management system"]
  frequency: weekly
  trigger: "Prepare Monday's borrowing base certificate — pull the AR aging and inventory file from the ERP and calculate this week's available borrowing capacity."

- id: compile-withholding-tax-documentation-package-for-cross-bord
  title: "Compile withholding tax documentation package for cross-border royalty and interest payments"
  domain: "Finance & Accounting"
  roles: ["International tax specialist", "Tax compliance analyst", "Treasury accountant"]
  description: "For each scheduled cross-border royalty, interest, or dividend payment, validate beneficial-owner certifications on file (W-8BEN-E, certificates of residence), match to applicable treaty rates, calculate the reduced withholding amount, and deliver a documentation package to accounts payable for correct rate application at source."
  inputs: ["Scheduled payment instruction file with payee and income type", "Treaty rate matrix by payee jurisdiction and income category", "Payee W-8 series forms or certificates of residence on file", "Royalty and interest agreement terms", "Prior withholding tax return and payment history"]
  outputs: ["Withholding rate determination memo by payee", "Validated beneficial-owner certification file", "Withholding tax calculation schedule", "AP instruction file with applicable WHT rate codes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["tax compliance software", "spreadsheet", "accounts payable system", "document management system"]
  frequency: monthly
  trigger: "We have quarterly royalty payments going out to five foreign affiliates — confirm treaty rates, validate the W-8s on file, and prepare the withholding calculation package for AP."

- id: build-asc-842-lease-portfolio-maturity-analysis-and-footnote
  title: "Build ASC 842 lease portfolio maturity analysis and footnote disclosure schedule"
  domain: "Finance & Accounting"
  roles: ["Lease accountant", "Technical accounting manager", "External reporting specialist"]
  description: "Aggregate future minimum lease payment streams by year and thereafter for all operating and finance leases, reconcile undiscounted cash flows to the recognized lease liability using the weighted-average discount rate, and format the required maturity table and quantitative footnote disclosure for the financial statements."
  inputs: ["Lease accounting system payment schedules by lease", "Weighted-average discount rate by portfolio", "Operating and finance lease liability balances", "Short-term and low-value lease expense register", "Variable lease payment history"]
  outputs: ["Future minimum payment maturity table by lease category", "Undiscounted-to-present-value reconciliation", "Weighted-average rate and remaining term disclosure", "Complete ASC 842 footnote disclosure package"]
  automation: high
  human_in_loop: review-before-send
  tools: ["lease accounting software", "ERP", "spreadsheet"]
  frequency: quarterly
  trigger: "Quarter-end close — build the ASC 842 maturity table and full lease footnote disclosure package for the 10-Q."

- id: screen-ghg-protocol-scope-3-categories-for-inventory-materia
  title: "Screen GHG Protocol Scope 3 categories for inventory materiality"
  domain: "Finance & Accounting"
  roles: ["Carbon accounting analyst", "ESG reporting specialist", "Sustainability manager"]
  description: "Apply GHG Protocol relevance criteria (size, influence, risk, stakeholder concern, outsourcing) across all 15 upstream and downstream Scope 3 categories using spend, headcount, and activity data to determine which categories must be included in the corporate GHG inventory."
  inputs: ["procurement spend by category", "employee headcount and travel data", "GHG Protocol Scope 3 category definitions", "prior-year GHG inventory"]
  outputs: ["Scope 3 category screening workbook", "materiality determination rationale memo", "included vs. excluded category list"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "ERP", "emissions accounting platform"]
  frequency: ad-hoc
  trigger: "Screen all 15 Scope 3 categories against our spend data and flag which ones we need to include in this year's GHG inventory"

- id: build-csrd-double-materiality-assessment-iro-register
  title: "Build CSRD double materiality assessment IRO register"
  domain: "Legal & Compliance"
  roles: ["ESG disclosure manager", "Sustainability manager", "Chief Sustainability Officer"]
  description: "Cross-map ESRS sustainability topics against impact materiality (outward effects on people and environment) and financial materiality (risks and opportunities to the business), scoring each topic from stakeholder engagement outputs and risk data to produce the mandatory impacts-risks-opportunities register required under CSRD."
  inputs: ["stakeholder survey results", "ESRS topic list", "financial risk register", "impact assessments", "sector peer disclosures"]
  outputs: ["double materiality matrix", "IRO register", "in-scope ESRS topic shortlist", "stakeholder evidence log"]
  automation: medium
  human_in_loop: sign-off
  tools: ["spreadsheet", "document management system", "survey platform"]
  frequency: ad-hoc
  trigger: "Build our CSRD double materiality matrix for the ESRS assessment — we have stakeholder survey results and our risk register ready"

- id: assemble-gri-standards-content-index-with-omission-log
  title: "Assemble GRI Standards content index with omission log"
  domain: "Legal & Compliance"
  roles: ["ESG reporting specialist", "Sustainability manager", "Corporate responsibility manager"]
  description: "Map each required GRI Universal Standards (GRI 1, 2, 3) disclosure and applicable topic-specific Standard disclosures to the corresponding sustainability report section and page reference, or draft a compliant explanation of omission for unpopulated disclosures."
  inputs: ["draft sustainability report", "GRI Standards disclosure checklist", "topic-specific GRI standards", "prior-year content index"]
  outputs: ["GRI content index table", "omission rationale log", "in-accordance statement"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document editor", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Draft our GRI content index — map each required disclosure to where it appears in the report or log the omission reason"

- id: draft-cdp-climate-change-questionnaire-module-responses
  title: "Draft CDP climate change questionnaire module responses"
  domain: "Legal & Compliance"
  roles: ["ESG reporting specialist", "Carbon accounting analyst", "ESG disclosure manager"]
  description: "Draft narrative and quantitative responses to CDP Climate Change questionnaire modules — covering governance, risks and opportunities, business strategy, Scope 1/2/3 emissions data, and reduction targets — by extracting answers from the internal GHG inventory, TCFD report, and board governance documentation."
  inputs: ["GHG inventory", "TCFD disclosure", "board governance documents", "emissions reduction targets", "prior CDP submission", "CDP scoring methodology"]
  outputs: ["CDP questionnaire response draft", "evidence-to-question mapping log", "data discrepancy notes"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "emissions accounting platform", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Draft our CDP Climate Change questionnaire responses — I've attached last year's submission and our updated GHG inventory"

- id: score-and-risk-tier-supplier-esg-self-assessment-questionnai
  title: "Score and risk-tier supplier ESG self-assessment questionnaire returns"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Sustainable procurement specialist", "ESG analyst", "Supplier risk manager"]
  description: "Process completed supplier ESG self-assessment questionnaires by applying a weighted scoring rubric across environmental, social, and governance pillars, assign suppliers to risk tiers, and produce a flag list of high-risk suppliers requiring corrective action plans or on-site audits."
  inputs: ["completed supplier ESG questionnaires", "weighted scoring rubric", "supplier spend and criticality data", "prior assessment scores"]
  outputs: ["supplier ESG scorecard", "risk tier register", "high-risk supplier flag list", "corrective action request queue"]
  automation: high
  human_in_loop: spot-check
  tools: ["survey platform", "spreadsheet", "procurement system"]
  frequency: ad-hoc
  trigger: "Score the 300 supplier ESG surveys we just received and rank them by risk tier so we know who needs follow-up"

- id: run-sbti-near-term-target-emissions-reduction-pathway-gap-an
  title: "Run SBTi near-term target emissions reduction pathway gap analysis"
  domain: "Strategy & Consulting"
  roles: ["Carbon accounting analyst", "ESG reporting specialist", "Chief Sustainability Officer"]
  description: "Calculate the annual absolute or intensity reduction rate required to meet the company's approved SBTi near-term target under a 1.5°C-aligned pathway, compare against actual year-to-date emissions trajectory, and quantify the gap by Scope and business unit to surface where corrective action is needed."
  inputs: ["approved SBTi near-term target documentation", "historical GHG inventory by Scope", "business unit emissions allocation", "SBTi pathway methodology worksheet"]
  outputs: ["SBTi gap analysis report", "year-by-year required reduction schedule", "at-risk business unit list", "estimated abatement requirement"]
  automation: high
  human_in_loop: approve
  tools: ["spreadsheet", "emissions accounting platform"]
  frequency: quarterly
  trigger: "Check our progress against our SBTi near-term targets — are we on track for 2030 and which business units are most off-plan?"

- id: draft-tcfd-physical-and-transition-risk-scenario-analysis-na
  title: "Draft TCFD physical and transition risk scenario analysis narrative"
  domain: "Finance & Accounting"
  roles: ["ESG disclosure manager", "Climate risk analyst", "Chief Sustainability Officer"]
  description: "Draft physical risk (acute and chronic) and transition risk (policy, technology, market, reputational) narratives across at least two climate scenarios (e.g., IEA NZE 2050 and IPCC RCP 4.5/8.5), including estimated financial impact ranges, affected asset classes, and time horizons, for TCFD-aligned disclosure."
  inputs: ["scenario parameter sets", "physical risk assessment outputs", "asset and site register", "transition cost estimates", "prior TCFD disclosure"]
  outputs: ["TCFD scenario analysis narrative", "risk and opportunity table with financial impact ranges", "scenario assumption register"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document editor", "risk management system", "spreadsheet", "climate risk data platform"]
  frequency: ad-hoc
  trigger: "Draft the scenario analysis section of our TCFD report using the IEA NZE and RCP 8.5 scenarios and our physical risk assessment"

- id: reconcile-market-based-scope-2-emissions-against-eac-instrum
  title: "Reconcile market-based Scope 2 emissions against EAC instrument log"
  domain: "Finance & Accounting"
  roles: ["Carbon accounting analyst", "Energy procurement analyst", "ESG reporting specialist"]
  description: "Match energy attribute certificates (RECs, Guarantees of Origin, I-RECs) procured and retired during the reporting year against electricity consumption by facility using the GHG Protocol Scope 2 market-based method, calculate residual grid emissions for unmatched consumption, and flag facilities with missing, expired, or geographically mismatched certificates."
  inputs: ["EAC registry retirement extracts", "facility electricity consumption data", "electricity invoices", "EAC procurement and retirement log", "residual mix emission factors"]
  outputs: ["market-based Scope 2 reconciliation workbook", "EAC coverage gap report", "residual market-based Scope 2 emissions figure"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "energy management system", "EAC registry portal"]
  frequency: ad-hoc
  trigger: "Reconcile our RECs and GOs against facility electricity consumption and give me our final market-based Scope 2 number with any coverage gaps"

- id: compile-esg-ratings-agency-data-correction-response-package
  title: "Compile ESG ratings agency data correction response package"
  domain: "Research & Competitive Intel"
  roles: ["ESG investor relations specialist", "ESG reporting specialist", "Corporate responsibility manager"]
  description: "Review an ESG ratings agency's draft assessment or data verification export, identify incorrectly scored or missing indicators, compile supporting policy documents and metrics as evidence, and draft a structured correction submission mapped to each disputed indicator."
  inputs: ["ratings agency draft assessment or data portal export", "internal sustainability report", "company policies and certifications", "ESG data inventory", "prior ratings submission"]
  outputs: ["ratings correction response package", "indicator-to-evidence mapping index", "residual data gap list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "spreadsheet", "policy repository"]
  frequency: ad-hoc
  trigger: "Our MSCI ESG draft rating has errors on several indicators — help me build a correction package with supporting evidence for each disputed point"

- id: compile-dei-workforce-representation-metrics-for-esrs-sasb-g
  title: "Compile DEI workforce representation metrics for ESRS/SASB/GRI disclosure"
  domain: "HR & People Ops"
  roles: ["HR data analyst", "ESG reporting specialist", "Diversity equity and inclusion manager"]
  description: "Aggregate headcount, hiring, promotion, and attrition data segmented by gender and race/ethnicity across management levels from the HRIS, normalize against prior-year figures and relevant industry benchmarks, and format outputs to meet ESRS S1, SASB workforce diversity, or GRI 405 metric definitions."
  inputs: ["HRIS workforce data extract", "prior-year ESG disclosure", "ESRS S1 or SASB/GRI metric definitions", "industry benchmark dataset"]
  outputs: ["DEI metrics disclosure table", "year-over-year trend summary", "benchmark gap commentary", "data quality flag log"]
  automation: high
  human_in_loop: approve
  tools: ["HRIS", "spreadsheet", "BI tool"]
  frequency: ad-hoc
  trigger: "Pull together our workforce diversity metrics for the ESG report — gender and ethnicity by management level against last year and industry benchmarks"

- id: map-company-data-to-sasb-industry-specific-accounting-and-ac
  title: "Map company data to SASB industry-specific accounting and activity metrics"
  domain: "Finance & Accounting"
  roles: ["ESG reporting specialist", "Business analyst", "Sustainability manager"]
  description: "Identify the applicable SASB industry standard(s) for the company's operating segments, map existing internal data points and disclosures to each quantitative accounting metric and activity metric, flag gaps where data is unavailable or requires new collection, and draft formatted disclosure text for all populated metrics."
  inputs: ["SASB industry standard(s)", "ESG data inventory", "annual report", "draft sustainability report"]
  outputs: ["SASB disclosure mapping table", "unpopulated metric gap list", "drafted SASB metric disclosures"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "document editor"]
  frequency: ad-hoc
  trigger: "Map our current data against the SASB Software and IT Services standard and draft disclosures for everything we can populate"

- id: calculate-sustainability-linked-loan-kpi-performance-and-dra
  title: "Calculate sustainability-linked loan KPI performance and draft lender covenant certificate"
  domain: "Finance & Accounting"
  roles: ["Sustainability-linked finance analyst", "Treasury analyst", "ESG reporting specialist"]
  description: "Retrieve sustainability performance targets (SPTs) defined in the SLL facility agreement, pull externally verified KPI actuals (e.g., GHG intensity reduction, renewable energy percentage, LTIR), determine whether margin ratchet thresholds are met or missed, and draft the annual lender KPI performance certificate."
  inputs: ["SLL facility agreement with SPT schedule", "externally verified KPI actuals", "prior-year baseline figures", "third-party assurance statement"]
  outputs: ["SLL KPI performance certificate", "margin adjustment determination memo", "KPI calculation workbook"]
  automation: high
  human_in_loop: sign-off
  tools: ["spreadsheet", "loan management system", "emissions accounting platform", "document editor"]
  frequency: ad-hoc
  trigger: "Calculate our SLL KPI performance against the SPTs in the facility agreement and draft the lender covenant certificate for our CFO to sign"

- id: map-revenue-capex-and-opex-to-eu-taxonomy-technical-screenin
  title: "Map revenue, capex, and opex to EU Taxonomy technical screening criteria"
  domain: "Finance & Accounting"
  roles: ["ESG reporting analyst", "Sustainability controller", "Finance controller"]
  description: "For each eligible economic activity, assess alignment with the EU Taxonomy's technical screening criteria and Do No Significant Harm (DNSH) conditions; calculate eligible and aligned KPI ratios (revenue %, capex %, opex %) for annual report disclosure."
  inputs: ["eligible activity register", "audited financial statements", "EU Taxonomy technical screening criteria document", "DNSH evidence pack", "minimum safeguards checklist"]
  outputs: ["EU Taxonomy KPI alignment table", "activity-level alignment assessment workbook", "DNSH evidence summary"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "ERP", "document repository"]
  frequency: quarterly
  trigger: "Map our business activities to EU Taxonomy criteria and calculate the aligned revenue, capex, and opex KPIs for the annual report"

- id: reconcile-voluntary-carbon-credit-retirements-against-public
  title: "Reconcile voluntary carbon credit retirements against public neutrality claims"
  domain: "Legal & Compliance"
  roles: ["Carbon accounting specialist", "ESG reporting analyst", "Sustainability manager"]
  description: "Cross-check the volume, vintage, and project type of credits retired in the voluntary carbon registry against the neutrality or net-zero offset claims published in sustainability communications; flag discrepancies and document the reconciliation for greenwashing risk management."
  inputs: ["registry retirement certificates", "sustainability report neutrality claims", "carbon credit purchase records", "vintage and project-type eligibility rules"]
  outputs: ["retirement-to-claim reconciliation schedule", "discrepancy and variance log", "greenwashing risk memo"]
  automation: high
  human_in_loop: review-before-send
  tools: ["carbon registry", "spreadsheet", "document repository"]
  frequency: quarterly
  trigger: "Verify our retired carbon credits match the offset volumes we publicly claimed in the sustainability report and flag any gaps"

- id: run-tnfd-leap-assessment-for-priority-operational-sites
  title: "Run TNFD LEAP assessment for priority operational sites"
  domain: "Strategy & Consulting"
  roles: ["Nature and biodiversity analyst", "ESG reporting manager", "Sustainability specialist"]
  description: "Apply the TNFD LEAP (Locate, Evaluate, Assess, Prepare) methodology to map operational and supply-chain dependencies and impacts on nature at priority sites, then compile a nature-related risk and opportunity register for TNFD-aligned disclosure."
  inputs: ["operational site and asset register", "supply chain tier-1 map", "biodiversity sensitivity layer data", "ecosystem services database", "TNFD LEAP guidance"]
  outputs: ["TNFD LEAP nature risk and opportunity register", "dependency and impact heat-map", "priority site disclosure narrative"]
  automation: medium
  human_in_loop: approve
  tools: ["GIS/mapping tool", "biodiversity data platform", "spreadsheet", "document repository"]
  frequency: quarterly
  trigger: "Run a TNFD LEAP assessment for our top 10 sites by land footprint and output a nature risk register for disclosure"

- id: prepare-esg-assured-metrics-evidence-pack-for-external-limit
  title: "Prepare ESG assured-metrics evidence pack for external limited-assurance engagement"
  domain: "Finance & Accounting"
  roles: ["ESG reporting analyst", "Sustainability controller", "Internal audit coordinator"]
  description: "Compile source data exports, calculation methodology notes, data lineage maps, and audit trails for each metric in scope of third-party limited assurance into a structured evidence pack, aligned to the prior-year assurance management letter's findings."
  inputs: ["ESG KPI dataset", "calculation workbooks", "source system exports", "prior-year assurance management letter", "in-scope metric list"]
  outputs: ["assured-metrics evidence pack", "methodology notes binder", "data lineage and control map", "open-findings response log"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document repository", "spreadsheet", "audit management platform"]
  frequency: quarterly
  trigger: "Prepare the data room for our ESG assurance provider ahead of the limited-assurance engagement on the sustainability report"

- id: tag-csrd-sustainability-statement-with-esrs-xbrl-taxonomy-fo
  title: "Tag CSRD sustainability statement with ESRS XBRL taxonomy for ESEF submission"
  domain: "Finance & Accounting"
  roles: ["ESG reporting analyst", "Financial reporting specialist", "XBRL tagger"]
  description: "Apply iXBRL tags from the ESRS XBRL taxonomy to each disclosure data point in the drafted sustainability statement, validate the tagging against ESEF technical requirements, and generate the machine-readable output for regulatory submission."
  inputs: ["drafted sustainability statement", "ESRS XBRL taxonomy file", "ESEF tagging technical guidelines", "data point mapping table"]
  outputs: ["iXBRL-tagged sustainability statement", "XBRL tagging validation report", "untagged data point exception list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["XBRL authoring tool", "document repository", "regulatory filing platform"]
  frequency: quarterly
  trigger: "Tag the sustainability statement with the ESRS XBRL taxonomy so we can submit the iXBRL file to the regulator"

- id: build-lksg-csddd-supply-chain-human-rights-due-diligence-ris
  title: "Build LkSG/CSDDD supply chain human rights due diligence risk heat-map"
  domain: "Legal & Compliance"
  roles: ["Supply chain sustainability analyst", "Human rights due diligence specialist", "Procurement compliance manager"]
  description: "Aggregate supplier country, industry sector, and commodity data against salient human rights and environmental risk indicators to produce a tiered risk heat-map required under the German Supply Chain Due Diligence Act (LkSG) or EU Corporate Sustainability Due Diligence Directive (CSDDD); flag priority supplier relationships for deeper audit."
  inputs: ["supplier register with country and category", "country human rights risk indices", "industry salient issue mapping", "commodity-level risk data", "prior audit findings"]
  outputs: ["supply chain human rights risk heat-map", "priority supplier list for audit", "LkSG/CSDDD annual risk report section"]
  automation: medium
  human_in_loop: approve
  tools: ["procurement system", "spreadsheet", "ESG risk data platform", "document repository"]
  frequency: quarterly
  trigger: "Build the LkSG human rights due diligence risk heat-map for our full supplier register ahead of the statutory annual report deadline"

- id: restate-prior-period-ghg-inventory-from-updated-grid-emissio
  title: "Restate prior-period GHG inventory from updated grid emission factor release"
  domain: "Finance & Accounting"
  roles: ["Carbon accounting specialist", "GHG inventory analyst", "ESG data analyst"]
  description: "When a regulatory body, grid operator, or international agency publishes revised electricity or fuel emission factors, recalculate affected prior-period Scope 2 and Scope 3 Category 3 figures, update the historical emissions time series, and document the restatement rationale per GHG Protocol recalculation policy."
  inputs: ["prior-year GHG inventory workbook", "updated emission factor tables", "electricity and fuel consumption records", "GHG Protocol recalculation significance threshold"]
  outputs: ["restated GHG inventory with revised historical time series", "restatement rationale memo", "factor-version change log", "updated emissions trend chart"]
  automation: high
  human_in_loop: review-before-send
  tools: ["GHG accounting tool", "spreadsheet", "document repository"]
  frequency: ad-hoc
  trigger: "IEA just published updated grid emission factors for our operating countries - restate our prior-year Scope 2 figures and document the change for the assurance file"

- id: verify-dsar-identity-and-calculate-statutory-response-deadli
  title: "Verify DSAR identity and calculate statutory response deadline"
  domain: "Legal & Compliance"
  roles: ["Data subject rights coordinator", "Privacy analyst", "DPO"]
  description: "Validate identity documents submitted with a DSAR against the identity claimed in the request, determine whether the request is valid and complete, and calculate the one-month (or extended) statutory response deadline from the verified receipt date, noting any clock-stop periods where clarification was sought."
  inputs: ["DSAR submission form", "identity documents", "request receipt timestamp", "jurisdiction-specific response window rules"]
  outputs: ["identity verification record", "response deadline calculation memo", "clarification request letter if identity is insufficient"]
  automation: high
  human_in_loop: review-before-send
  tools: ["case management system", "document management", "email"]
  frequency: ad-hoc
  trigger: "Verify the identity docs on this DSAR and tell me what our response deadline is"

- id: score-a-personal-data-breach-for-supervisory-authority-notif
  title: "Score a personal data breach for supervisory authority notification"
  domain: "Legal & Compliance"
  roles: ["Privacy incident manager", "DPO", "Information security officer"]
  description: "Apply the ENISA/supervisory authority risk criteria (data type sensitivity, volume, identifiability, special category flag, potential harm) to a reported breach to produce a severity score and a documented notification decision — whether 72-hour authority notification and/or data-subject communication is legally required."
  inputs: ["incident report", "affected data categories and special-category flags", "estimated affected-subject count", "breach timeline", "organisational risk threshold matrix"]
  outputs: ["severity score sheet", "notification decision memo with legal rationale", "draft 72-hour supervisory authority notification"]
  automation: medium
  human_in_loop: sign-off
  tools: ["incident management system", "privacy management platform", "document management"]
  frequency: ad-hoc
  trigger: "Score this breach and tell me whether we need to notify the ICO within 72 hours"

- id: run-dpia-threshold-screening-for-a-new-processing-activity
  title: "Run DPIA threshold screening for a new processing activity"
  domain: "Legal & Compliance"
  roles: ["Privacy analyst", "DPO", "Information governance officer"]
  description: "Evaluate a proposed processing activity against the supervisory authority's published DPIA trigger criteria — systematic profiling, large-scale processing, special categories, public-area monitoring, innovative technology, matching/combining datasets — and produce a screening decision memo with documented rationale for each criterion."
  inputs: ["project or system brief", "supervisory authority DPIA trigger list", "DPIA screening questionnaire responses"]
  outputs: ["DPIA screening decision memo", "trigger criteria assessment table", "recommended next steps"]
  automation: medium
  human_in_loop: approve
  tools: ["privacy management platform", "document management"]
  frequency: ad-hoc
  trigger: "Do we need a full DPIA for the new employee sentiment-monitoring tool? Run the screening."

- id: draft-legitimate-interests-assessment-for-art-6-1-f-processi
  title: "Draft Legitimate Interests Assessment for Art. 6(1)(f) processing"
  domain: "Legal & Compliance"
  roles: ["Privacy counsel", "Privacy analyst", "DPO"]
  description: "Document the three-part LIA test — purpose test (is the interest legitimate and lawful?), necessity test (is processing proportionate?), balancing test (do data subject rights override the interest?) — for a processing activity relying on Article 6(1)(f) GDPR, including mitigation measures and a conclusion statement."
  inputs: ["processing activity description", "data subject profile and reasonable expectations", "purpose and business rationale statement"]
  outputs: ["completed Legitimate Interests Assessment document", "balancing-test evidence annex", "recommended mitigations"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document management", "privacy management platform"]
  frequency: ad-hoc
  trigger: "Draft the LIA for our B2B direct marketing profiling activity"

- id: gap-analyse-a-vendor-dpa-against-article-28-mandatory-clause
  title: "Gap-analyse a vendor DPA against Article 28 mandatory clauses"
  domain: "Legal & Compliance"
  roles: ["Privacy counsel", "DPO", "Vendor privacy analyst", "Contract manager"]
  description: "Compare a vendor's proposed Data Processing Agreement against the organisation's template and mandatory Article 28 GDPR clauses — sub-processor notification and approval rights, audit and inspection rights, deletion/return obligations, security measures schedule, data breach assistance obligations — and produce a redline with a prioritised gap table."
  inputs: ["vendor DPA draft", "organisation DPA template", "Article 28 mandatory-clause checklist", "applicable SCCs annex"]
  outputs: ["redlined DPA", "gap analysis table", "negotiation priority memo"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["contract repository", "document editor", "redlining tool"]
  frequency: ad-hoc
  trigger: "Compare this vendor DPA against our template and flag every missing Article 28 clause"

- id: complete-a-transfer-impact-assessment-for-sccs-based-data-ex
  title: "Complete a Transfer Impact Assessment for SCCs-based data export"
  domain: "Legal & Compliance"
  roles: ["International data transfer specialist", "Privacy counsel", "DPO"]
  description: "Assess the legal and practical surveillance landscape of the recipient country against EDPB Transfer Impact Assessment criteria, document risks to the effectiveness of the chosen transfer mechanism (SCCs), and specify supplementary technical and contractual measures required to authorise the transfer."
  inputs: ["destination country", "personal data categories and volumes", "SCC module and annex details", "EDPB country-specific guidance and adequacy decision status"]
  outputs: ["completed Transfer Impact Assessment", "supplementary measures schedule", "transfer authorisation decision"]
  automation: medium
  human_in_loop: sign-off
  tools: ["legal research database", "privacy management platform", "document management"]
  frequency: ad-hoc
  trigger: "Complete the TIA for sending EU employee payroll data to our US processor under Module 2 SCCs"

- id: audit-website-cookies-and-verify-cmp-consent-string-configur
  title: "Audit website cookies and verify CMP consent-string configuration"
  domain: "Legal & Compliance"
  roles: ["Consent management specialist", "Privacy analyst", "DPO"]
  description: "Scan website pages to catalogue all cookies and tracking pixels, classify each by purpose (strictly necessary, functional, analytics, advertising) and vendor, then cross-check the Consent Management Platform configuration — flagging pre-ticked boxes, cookies firing before opt-in, undisclosed vendors, and mismatches between the cookie policy and live behaviour."
  inputs: ["website URL list", "CMP vendor-list export", "cookie policy document", "IAB TCF vendor list if applicable"]
  outputs: ["cookie audit report with classification table", "CMP configuration gap list", "remediation ticket backlog"]
  automation: high
  human_in_loop: spot-check
  tools: ["cookie scanning tool", "CMP admin console", "browser developer tools", "spreadsheet"]
  frequency: quarterly
  trigger: "Audit the cookie setup on our main site and check the CMP config matches what we actually set"

- id: map-ropa-data-categories-to-retention-schedule-and-surface-g
  title: "Map ROPA data categories to retention schedule and surface gaps"
  domain: "Legal & Compliance"
  roles: ["Information governance officer", "Records manager", "DPO"]
  description: "Cross-reference every data category and system listed in the ROPA against the approved retention schedule, identify categories with no defined period, entries where the maximum retention has elapsed without deletion evidence, and systems not yet covered by any schedule entry, then generate a prioritised remediation list."
  inputs: ["ROPA register", "data retention schedule", "system inventory", "deletion evidence logs"]
  outputs: ["retention coverage gap report", "prioritised remediation task list", "draft new retention schedule entries for uncovered categories"]
  automation: high
  human_in_loop: approve
  tools: ["ROPA register", "privacy management platform", "data catalog", "spreadsheet"]
  frequency: quarterly
  trigger: "Cross-reference the ROPA against the retention schedule and flag every data category with no defined period"

- id: conduct-annual-ropa-accuracy-review-and-stale-entry-remediat
  title: "Conduct annual ROPA accuracy review and stale-entry remediation"
  domain: "Legal & Compliance"
  roles: ["Information governance officer", "Privacy analyst", "DPO"]
  description: "Systematically review existing ROPA entries against current business operations, flagging entries not reviewed within 12 months, processing activities that have ceased, undocumented system changes affecting legal basis or data flows, and missing or outdated third-country transfer records, then assign remediation owners."
  inputs: ["ROPA register with last-review timestamps", "change log from system owners", "HR org changes affecting processing purposes"]
  outputs: ["ROPA accuracy review report", "stale/defunct entry list", "remediation assignments with deadlines"]
  automation: medium
  human_in_loop: approve
  tools: ["ROPA register", "privacy management platform", "task management system"]
  frequency: quarterly
  trigger: "Run the annual ROPA accuracy review and flag every entry that hasn't been reviewed in 12 months"

- id: gap-analyse-published-privacy-notices-against-ropa-processin
  title: "Gap-analyse published privacy notices against ROPA processing activities"
  domain: "Legal & Compliance"
  roles: ["Privacy analyst", "Privacy counsel", "DPO"]
  description: "Compare each processing purpose, data category, legal basis, and third-party recipient listed in the ROPA against the published privacy notice(s) to identify undisclosed or inadequately described processing, then draft a prioritised notice amendment schedule aligned to Article 13/14 GDPR requirements."
  inputs: ["ROPA register", "published privacy notice(s)", "Article 13/14 GDPR disclosure checklist"]
  outputs: ["notice gap analysis table", "draft privacy notice amendments", "publication update schedule"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ROPA register", "document management", "website CMS"]
  frequency: quarterly
  trigger: "Check our privacy notice against the ROPA and flag any processing we're not disclosing to data subjects"

- id: track-mandatory-privacy-training-completion-and-draft-manage
  title: "Track mandatory privacy training completion and draft manager escalations"
  domain: "Legal & Compliance"
  roles: ["Privacy compliance officer", "DPO", "HR business partner"]
  description: "Pull training completion data from the LMS, cross-reference against the employee roster and role-based training requirements (e.g., heightened requirements for roles handling special-category or children's data), identify overdue completions, and draft escalation communications to line managers and department heads."
  inputs: ["LMS completion export", "employee roster with role classifications", "training requirement matrix by role", "overdue threshold policy"]
  outputs: ["privacy training completion gap report", "overdue-employee list by department", "draft escalation emails to line managers"]
  automation: high
  human_in_loop: spot-check
  tools: ["LMS", "HRIS", "spreadsheet", "email"]
  frequency: monthly
  trigger: "Pull the privacy training completion data and draft escalations for managers with staff overdue by more than 30 days"

- id: draft-article-33-supervisory-authority-breach-notification-f
  title: "Draft Article 33 supervisory authority breach notification from incident record"
  domain: "Legal & Compliance"
  roles: ["DPO", "Privacy incident manager", "Privacy counsel"]
  description: "Using a completed breach severity assessment, populate the supervisory authority's Article 33 breach notification form — describing the nature of the breach, categories and approximate number of data subjects and records concerned, likely consequences, and measures taken or proposed — ready for submission within the 72-hour window."
  inputs: ["breach severity assessment", "incident timeline", "affected data categories and subject counts", "technical and organisational measures log", "supervisory authority notification form template"]
  outputs: ["completed Article 33 notification form", "internal breach register entry", "notification submission confirmation checklist"]
  automation: medium
  human_in_loop: sign-off
  tools: ["privacy management platform", "regulatory submission portal", "document management"]
  frequency: ad-hoc
  trigger: "Draft the Article 33 notification for the ICO using the incident record — we need to submit within the hour"

- id: draft-article-34-high-risk-individual-breach-notification
  title: "Draft Article 34 high-risk individual breach notification"
  domain: "Legal & Compliance"
  roles: ["Data Protection Officer", "Privacy analyst", "Privacy counsel"]
  description: "When a personal data breach is assessed as posing high risk to individuals, draft the mandatory Article 34 notification to affected data subjects covering the nature of the breach, the DPO contact point, likely consequences, and remedial measures taken — distinct from the Article 33 supervisory authority notification."
  inputs: ["breach incident record", "Article 33 SA notification draft", "affected data subject roster", "risk-to-individuals assessment"]
  outputs: ["Article 34 individual notification letter", "affected cohort dispatch log", "plain-language summary for non-technical recipients"]
  automation: high
  human_in_loop: review-before-send
  tools: ["incident management system", "document editor", "email platform", "secure messaging channel"]
  frequency: ad-hoc
  trigger: "Breach risk assessment came back high risk to individuals — draft the Art. 34 letter we need to send to affected customers"

- id: assess-article-9-2-special-category-processing-condition-and
  title: "Assess Article 9(2) special category processing condition and record justification"
  domain: "Legal & Compliance"
  roles: ["Data Protection Officer", "Privacy counsel", "Privacy analyst"]
  description: "For each processing activity involving special category data (health, biometric, genetic, racial/ethnic origin, criminal offence data, etc.), identify and document the applicable Article 9(2) condition alongside the Article 6 lawful basis, producing a dual-basis justification memo and updating the ROPA entry."
  inputs: ["ROPA processing activity entry", "data category description", "Article 9(2) conditions checklist", "relevant policy or contractual documents"]
  outputs: ["Article 9 condition justification memo", "updated ROPA entry with dual-basis fields", "flagged activities lacking a valid Art. 9(2) condition"]
  automation: medium
  human_in_loop: approve
  tools: ["ROPA tool", "document editor", "knowledge base"]
  frequency: ad-hoc
  trigger: "We are processing employee occupational health records — document the Art. 9 basis alongside the Art. 6 lawful basis in the RoPA"

- id: review-processor-sub-processor-change-notification-and-updat
  title: "Review processor sub-processor change notification and update approved sub-processor schedule"
  domain: "Legal & Compliance"
  roles: ["Data Protection Officer", "Privacy analyst", "Vendor privacy manager"]
  description: "When a data processor issues a contractual sub-processor change or addition notice, assess the new entity's transfer mechanism, jurisdiction risk, and processing scope, decide whether to object within the notice period, and amend the DPA's approved sub-processor schedule accordingly."
  inputs: ["sub-processor change notification", "existing DPA and sub-processor schedule", "new sub-processor privacy documentation", "transfer mechanism evidence (SCCs, adequacy)"]
  outputs: ["objection or acceptance decision memo", "updated approved sub-processor schedule", "controller notification if cascading to downstream processors"]
  automation: medium
  human_in_loop: approve
  tools: ["contract repository", "document editor", "email", "transfer mechanism tracker"]
  frequency: ad-hoc
  trigger: "Our cloud vendor just notified us they are adding a new sub-processor in India — review it and decide whether to object before the notice window closes"

- id: assemble-article-20-data-portability-response-pack-in-machin
  title: "Assemble Article 20 data portability response pack in machine-readable format"
  domain: "Legal & Compliance"
  roles: ["Data Protection Officer", "Privacy analyst", "Data engineer"]
  description: "Fulfil an Article 20 right-to-data-portability request by extracting the data subject's data provided to the controller from in-scope systems, converting it to a structured machine-readable format (JSON or CSV), verifying completeness, and packaging the response with a covering letter — distinct from a broader DSAR search."
  inputs: ["verified portability request and identity confirmation", "in-scope systems inventory for Art. 20", "data extraction scripts or exports"]
  outputs: ["structured machine-readable data export file", "covering response letter", "secure transmission receipt"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["data warehouse", "spreadsheet", "secure file transfer", "document editor"]
  frequency: ad-hoc
  trigger: "A customer is invoking their Art. 20 portability right to move their data to a competitor — extract and package their data in a machine-readable format"

- id: document-dsar-exemption-reasoning-and-draft-partial-refusal
  title: "Document DSAR exemption reasoning and draft partial-refusal notice"
  domain: "Legal & Compliance"
  roles: ["Data Protection Officer", "Privacy counsel", "Privacy analyst"]
  description: "Where a DSAR response involves withholding data items under statutory exemptions (legal professional privilege, third-party rights, disproportionate effort, crime prevention, etc.), log each withheld item against its cited exemption, document the proportionality reasoning, and draft the partial or full refusal notice to the requester including their right to complain to the supervisory authority."
  inputs: ["DSAR responsive data inventory", "exemption conditions checklist", "legal privilege log (if applicable)", "applicable data protection legislation"]
  outputs: ["exemption assessment log per data item", "partial or full refusal notice", "complaint rights information addendum"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["case management system", "document editor", "knowledge base"]
  frequency: ad-hoc
  trigger: "This DSAR response contains emails covered by legal privilege and includes third-party personal data — document the exemptions item by item and draft the refusal notice"

- id: conduct-privacy-by-design-review-of-a-new-product-feature-sp
  title: "Conduct privacy-by-design review of a new product feature specification"
  domain: "Legal & Compliance"
  roles: ["Privacy engineer", "Data Protection Officer", "Product privacy analyst"]
  description: "Apply a structured privacy-by-design checklist to a new feature specification before development begins, assessing data minimisation, purpose limitation, access controls, default retention settings, and pseudonymisation or anonymisation options, producing a PbD review report with required design changes and a DPIA trigger decision."
  inputs: ["feature specification or PRD", "privacy-by-design checklist", "existing system data flows", "DPIA screening criteria"]
  outputs: ["PbD review report with findings", "required design changes list", "DPIA trigger decision record"]
  automation: medium
  human_in_loop: approve
  tools: ["document editor", "product management system", "ROPA tool", "ticketing system"]
  frequency: ad-hoc
  trigger: "New feature spec just landed for continuous location tracking — run a privacy-by-design review before engineering picks it up"

- id: draft-article-26-joint-controller-arrangement-and-data-subje
  title: "Draft Article 26 joint-controller arrangement and data subject transparency notice"
  domain: "Legal & Compliance"
  roles: ["Data Protection Officer", "Privacy counsel", "Legal entity controller representative"]
  description: "Where two or more organisations jointly determine the purposes and means of processing, draft the Article 26 joint-controller arrangement defining each party's obligations, DPO contact, and complaint-handling allocation, and produce the condensed transparency notice ('essence') required to be made available to data subjects."
  inputs: ["joint processing activity description", "each controller's organisational details and DPO contacts", "intended data subject communication channel", "Article 26 arrangement template"]
  outputs: ["Article 26 joint-controller arrangement draft", "data subject transparency notice (essence summary)", "signature routing pack for each controller party"]
  automation: medium
  human_in_loop: sign-off
  tools: ["contract repository", "document editor", "e-signature platform"]
  frequency: ad-hoc
  trigger: "We are co-organising a joint event with a partner and both orgs will control attendee data — draft the Art. 26 arrangement and the transparency notice for the registration page"

- id: generate-form-1096-transmittal-cover-letter-from-1099-batch
  title: "Generate Form 1096 transmittal cover letter from 1099 batch summary"
  domain: "Finance & Accounting"
  roles: ["Payroll specialist", "Tax compliance analyst", "Accounts payable manager"]
  description: "Populate the IRS Form 1096 annual summary and transmittal letter with payer entity details, total recipient count by form type, and aggregate reported amounts extracted from the finalized 1099 filing batch."
  inputs: ["1099 filing batch summary", "Payer TIN and address record", "Form-type recipient counts", "Aggregate dollar totals by box"]
  outputs: ["Completed Form 1096 transmittal letter", "Batch summary schedule attachment"]
  automation: high
  human_in_loop: spot-check
  tools: ["tax preparation system", "spreadsheet", "document template engine"]
  frequency: ad-hoc
  trigger: "Our 1099-NEC and 1099-MISC batch is finalized; generate the Form 1096 transmittal letter for each form type before the paper filing deadline."

- id: draft-conditional-waiver-and-release-on-progress-payment
  title: "Draft conditional waiver and release on progress payment"
  domain: "Legal & Compliance"
  roles: ["Construction contract administrator", "Lien coordinator", "Project accountant"]
  description: "Generate a state-specific statutory conditional (or unconditional) waiver and release on progress payment using the jurisdiction's prescribed form language, populated with claimant, payor, payment amount, and through-date fields from the certified payment application."
  inputs: ["Certified payment application", "Claimant name and license number", "Payor and owner details", "Payment amount and through-date", "State jurisdiction for statutory template"]
  outputs: ["Conditional waiver and release form", "Lien tracking log entry"]
  automation: high
  human_in_loop: review-before-send
  tools: ["contract management system", "lien tracking system", "document template engine"]
  frequency: monthly
  trigger: "Sub #7's pay app is certified; generate the conditional waiver and release on progress payment for their signature before we cut the check."

- id: generate-ada-interactive-process-accommodation-decision-lett
  title: "Generate ADA interactive-process accommodation decision letter"
  domain: "HR & People Ops"
  roles: ["HR business partner", "ADA coordinator", "Leave management specialist"]
  description: "Populate the ADA interactive-process decision letter template with the accommodation request details, determination outcome (approved, modified, or denied with undue-hardship rationale), approved measures, and any conditions or follow-up review date."
  inputs: ["Accommodation request form", "Medical certification summary", "Interactive-process meeting notes", "Determination outcome and rationale", "Undue hardship analysis (if applicable)"]
  outputs: ["ADA accommodation decision letter", "Accommodation case tracking record"]
  automation: medium
  human_in_loop: sign-off
  tools: ["HRIS", "case management system", "document template engine"]
  frequency: ad-hoc
  trigger: "We completed the interactive process for this employee's accommodation request; draft the decision letter with the approved measures."

- id: generate-saas-subscription-renewal-notice-with-updated-prici
  title: "Generate SaaS subscription renewal notice with updated pricing"
  domain: "Sales & BizDev"
  roles: ["Contract renewal specialist", "Revenue operations analyst", "Account executive"]
  description: "Produce a customer-facing renewal notification letter from contract metadata including renewal date, current and updated pricing tiers, auto-renewal clause language, and contractual notice period, sent ahead of the advance-notice window."
  inputs: ["Contract metadata", "Updated pricing schedule", "Renewal date and notice period", "Customer billing contact record", "Auto-renewal clause text"]
  outputs: ["Renewal notification letter", "CRM activity record"]
  automation: high
  human_in_loop: review-before-send
  tools: ["CRM", "contract management system", "document template engine"]
  frequency: ad-hoc
  trigger: "Flag all SaaS contracts renewing in 60 days and generate renewal notices with the updated pricing schedule for each account."

- id: generate-certificate-of-substantial-completion-from-punch-li
  title: "Generate certificate of substantial completion from punch-list closeout data"
  domain: "Operations & Project Mgmt"
  roles: ["Project manager", "Construction owner's representative", "Architect of record"]
  description: "Populate the AIA G704 (or jurisdiction-equivalent) Certificate of Substantial Completion with project parties, contract number, date of substantial completion, outstanding punch-list exhibit, and warranty commencement dates, ready for owner and contractor countersignature."
  inputs: ["Punch-list sign-off records", "Substantial completion date", "Warranty period schedule by trade", "Project parties and contract number"]
  outputs: ["Certificate of Substantial Completion (AIA G704)", "Punch-list exhibit", "Warranty commencement date schedule"]
  automation: high
  human_in_loop: sign-off
  tools: ["project management system", "document template engine", "contract repository"]
  frequency: ad-hoc
  trigger: "Punch-list is formally closed; draft the AIA G704 Certificate of Substantial Completion for owner and contractor execution."

- id: generate-advance-maintenance-window-notification-from-change
  title: "Generate advance maintenance window notification from change record"
  domain: "Customer Success & Support"
  roles: ["Customer success manager", "Technical account manager", "Customer communications manager"]
  description: "Populate the scheduled maintenance notification template with window start and end times (in customer time zones), affected services or integrations, expected user impact severity, and available workarounds, derived from the approved change management record."
  inputs: ["Approved change management record", "Affected customer segment list", "Maintenance window schedule with time zones", "Impact assessment and workaround details", "Escalation contact roster"]
  outputs: ["Customer maintenance window notification email", "In-app banner copy", "Support team briefing note"]
  automation: high
  human_in_loop: review-before-send
  tools: ["change management system", "CRM", "customer communications platform", "document template engine"]
  frequency: ad-hoc
  trigger: "We have a database maintenance window Saturday 2–4 AM UTC; generate customer notifications for all affected enterprise accounts."

- id: generate-recruiter-contingency-placement-invoice-from-hire-c
  title: "Generate recruiter contingency placement invoice from hire confirmation"
  domain: "Recruiting & Talent"
  roles: ["Recruitment agency owner", "Talent acquisition manager", "Billing coordinator"]
  description: "Populate the agency placement fee invoice template with candidate name, placed role, employer, guaranteed base salary, agreed fee percentage, invoice amount, guarantee period terms, and payment due date from the confirmed hire record and fee agreement."
  inputs: ["Fee agreement", "Confirmed hire record (start date, base salary, role)", "Guarantee period terms", "Employer billing contact"]
  outputs: ["Placement fee invoice", "Invoice tracking log entry"]
  automation: high
  human_in_loop: spot-check
  tools: ["ATS", "billing system", "document template engine"]
  frequency: ad-hoc
  trigger: "The candidate we placed at Acme started yesterday; generate the contingency placement invoice based on the signed fee agreement."

- id: draft-purchase-order-modification-from-approved-scope-change
  title: "Draft purchase order modification from approved scope change request"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Contract administrator", "Procurement officer", "Sourcing manager"]
  description: "Generate a bilateral purchase order modification document from an approved scope change request, updating line-item descriptions, quantities, unit prices, period of performance, and revised total contract value, ready for vendor countersignature."
  inputs: ["Original purchase order", "Approved scope change request", "Updated pricing or quantities", "Modification effective date"]
  outputs: ["PO modification document", "Revised contract summary"]
  automation: high
  human_in_loop: approve
  tools: ["ERP", "procurement system", "contract repository", "document template engine"]
  frequency: ad-hoc
  trigger: "The scope change for PO-2024-0892 was approved by finance; draft the bilateral modification document for vendor countersignature."

- id: generate-director-indemnification-agreement-from-newly-elect
  title: "Generate director indemnification agreement from newly elected director data"
  domain: "Executive / Admin Support"
  roles: ["Corporate secretary", "General counsel", "Paralegal"]
  description: "Populate the standard director and officer indemnification agreement template with the incoming director's legal name, election date, board seat designation, indemnification scope, and applicable governing-law clause, ready for company and director execution."
  inputs: ["New director biographical data", "Election date and board resolution", "Indemnification agreement template", "Company signatory details"]
  outputs: ["Director indemnification agreement", "Signature routing packet"]
  automation: high
  human_in_loop: sign-off
  tools: ["entity management system", "document template engine", "e-signature platform"]
  frequency: ad-hoc
  trigger: "The board just elected two new independent directors; generate their D&O indemnification agreements for execution."

- id: draft-consumer-product-safety-recall-notice-in-cpsc-format
  title: "Draft consumer product safety recall notice in CPSC format"
  domain: "Communications & PR"
  roles: ["Product safety manager", "Regulatory affairs specialist", "Communications director"]
  description: "Generate the CPSC-format consumer recall notice covering product description, hazard statement, incident and injury summary, remedy type and instructions, and consumer contact information from the approved recall action report, for multi-channel distribution."
  inputs: ["Approved recall action report", "Affected product SKU, model, and date-range data", "Hazard and incident details", "Remedy type and instructions", "CPSC notice format template"]
  outputs: ["CPSC-format consumer recall notice", "Recall FAQ document", "Press release draft"]
  automation: medium
  human_in_loop: sign-off
  tools: ["product database", "document template engine", "communications platform"]
  frequency: ad-hoc
  trigger: "CPSC recall approval is confirmed; draft the consumer recall notice, FAQ, and press release for the coordinated announcement."

- id: generate-post-merger-integration-workstream-charter-from-imo
  title: "Generate post-merger integration workstream charter from IMO plan"
  domain: "Strategy & Consulting"
  roles: ["Integration management office lead", "Management consultant", "PMO director"]
  description: "Populate the PMI workstream charter template with workstream scope, objectives, key deliverables, milestone dates, resource and decision-right assignments, and cross-track dependencies extracted from the integration management office plan following deal close."
  inputs: ["Integration management plan", "Deal close data", "Workstream scope and objectives", "Resource and RACI assignments", "Milestone schedule", "Dependency map"]
  outputs: ["PMI workstream charter", "RACI exhibit", "Milestone schedule summary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["project management system", "integration tracking tool", "document template engine"]
  frequency: ad-hoc
  trigger: "Deal closed last week; generate the workstream charters for the five integration tracks from the IMO plan."

- id: generate-individualized-cpe-completion-certificates-from-att
  title: "Generate individualized CPE completion certificates from attendance registry"
  domain: "Learning & Development"
  roles: ["L&D coordinator", "Continuing education manager", "Training administrator"]
  description: "Merge each attendee's name, credential suffix, and completion timestamp with course metadata (credit hours, field of study, delivery method, accreditation sponsor number) to produce personalized CPE or CEU completion certificate documents for professional licensing portfolios."
  inputs: ["Course attendance registry with completion timestamps", "Course metadata (credit hours, field of study, delivery format, accreditor number)", "Attendee name and credential suffix records"]
  outputs: ["Individual CPE completion certificate PDFs", "Certificate issuance log"]
  automation: high
  human_in_loop: none
  tools: ["LMS", "document template engine", "PDF generator", "mail merge tool"]
  frequency: ad-hoc
  trigger: "Webinar is complete; generate CPE certificates for all 112 attendees with their names, credential designations, and the correct credit hours."

- id: draft-influencer-content-collaboration-brief-and-usage-right
  title: "Draft influencer content collaboration brief and usage rights agreement"
  domain: "Marketing & Content"
  roles: ["Influencer marketing manager", "Brand partnerships coordinator", "Channel marketing manager"]
  description: "Generate a combined influencer campaign brief (deliverable specs, key messages, posting window, FTC disclosure requirements) and companion content usage rights agreement (license scope, territory, duration, exclusivity, and compensation) from the campaign parameters and selected creator profile."
  inputs: ["Campaign brief", "Creator profile and rate card", "Deliverable specifications", "Usage rights and exclusivity requirements", "FTC disclosure guidelines"]
  outputs: ["Influencer collaboration brief", "Content usage rights agreement"]
  automation: high
  human_in_loop: review-before-send
  tools: ["influencer management platform", "document template engine", "CRM"]
  frequency: ad-hoc
  trigger: "Creator agreement is confirmed for the spring launch; generate the campaign brief and content usage rights agreement to send for signature."

- id: generate-system-integration-specification-cover-memo-from-in
  title: "Generate system integration specification cover memo from interface catalogue"
  domain: "Business / Functional Analysis"
  roles: ["Business analyst", "Systems analyst", "Integration architect"]
  description: "Populate the system integration specification (SIS) cover memo and scope summary with interface count, source and target system names, integration pattern types, data mapping references, and handoff sign-off details drawn from the finalized interface catalogue and data mapping tables."
  inputs: ["Interface catalogue", "Data mapping tables", "Source and target system metadata", "Integration pattern summary", "Sign-off matrix"]
  outputs: ["SIS cover memo", "Interface scope summary table"]
  automation: high
  human_in_loop: review-before-send
  tools: ["business analysis tool", "wiki / knowledge base", "document template engine"]
  frequency: ad-hoc
  trigger: "Integration design is signed off; generate the SIS cover memo and interface scope summary for the development team handoff package."

- id: generate-stock-option-exercise-notice-with-tax-withholding-e
  title: "Generate stock option exercise notice with tax withholding election from equity plan record"
  domain: "Finance & Accounting"
  roles: ["Stock plan administrator", "Equity compensation analyst"]
  description: "Populates a standardized exercise notice specifying lot, shares, exercise price, and elected withholding method (same-day sale, sell-to-cover, or cash) from the employee's grant record and exercise request. Produces the completed document for employee signature and broker routing."
  inputs: ["equity grant record", "option exercise request", "plan document", "employee HRIS record"]
  outputs: ["stock option exercise notice", "tax withholding election form"]
  automation: high
  human_in_loop: sign-off
  tools: ["equity plan management system", "document template engine", "HRIS"]
  frequency: ad-hoc
  trigger: "Maria submitted an exercise request for 1,200 ISOs on her 2021 grant, generate the exercise notice and withholding election form"

- id: draft-separation-agreement-and-general-release-from-terminat
  title: "Draft separation agreement and general release from termination decision record"
  domain: "HR & People Ops"
  roles: ["HR business partner", "Employment paralegal", "HR manager"]
  description: "Merges termination details (final pay date, severance amount, benefits continuation period) into the standard separation agreement and OWBPA-compliant general release template. Flags required state-specific addenda based on employee jurisdiction."
  inputs: ["termination decision record", "severance calculation sheet", "employee HRIS record", "state jurisdiction data"]
  outputs: ["separation agreement and general release", "OWBPA consideration period notice"]
  automation: high
  human_in_loop: sign-off
  tools: ["HRIS", "contract template engine", "document management system"]
  frequency: ad-hoc
  trigger: "We're separating David Chen on Friday, pull together the separation agreement and general release from his HR record"

- id: generate-proprietary-information-and-invention-assignment-ag
  title: "Generate proprietary information and invention assignment agreement from new-hire onboarding record"
  domain: "Legal & Compliance"
  roles: ["IP paralegal", "Legal operations specialist", "Employment attorney"]
  description: "Generates the PIIA pre-populated with the new hire's name, start date, role, and any pre-existing IP carve-outs noted during intake, then routes the completed document to the e-signature queue for day-one execution."
  inputs: ["new-hire onboarding record", "pre-existing IP disclosure form", "entity jurisdiction details"]
  outputs: ["PIIA agreement", "e-signature routing package"]
  automation: high
  human_in_loop: spot-check
  tools: ["HRIS", "contract template engine", "e-signature platform"]
  frequency: ad-hoc
  trigger: "New hire James Park starts Monday, generate his PIIA from the onboarding intake and route it for signature"

- id: draft-earnings-call-prepared-remarks-script-from-ir-brief-an
  title: "Draft earnings call prepared remarks script from IR brief and consensus estimates"
  domain: "Communications & PR"
  roles: ["Investor relations manager", "VP Investor Relations", "IR analyst"]
  description: "Assembles the CEO and CFO formal reading scripts for the quarterly earnings call — opening remarks, financial results narrative, and guidance commentary — from the IR fact sheet, press release, and sell-side consensus data, embedding required safe-harbor disclaimer language throughout."
  inputs: ["earnings press release", "IR fact sheet", "consensus estimates", "prior-quarter prepared remarks script"]
  outputs: ["CEO prepared remarks script", "CFO prepared remarks script", "safe-harbor disclaimer block"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["word processor", "financial data terminal", "document template engine"]
  frequency: quarterly
  trigger: "Q3 earnings release is finalized, draft the CEO and CFO prepared remarks for Thursday's call using the IR brief and consensus sheet"

- id: generate-supplier-corrective-action-closure-letter-from-veri
  title: "Generate supplier corrective action closure letter from verified SCAR resolution record"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Supplier quality engineer", "Vendor compliance manager", "Category manager"]
  description: "After verifying that a supplier has satisfactorily closed all root-cause findings, generates the official SCAR closure letter confirming accepted countermeasures, lifted material holds, and any ongoing monitoring conditions, for dispatch to the supplier."
  inputs: ["SCAR record", "verification audit notes", "accepted root-cause evidence package"]
  outputs: ["SCAR closure letter", "ongoing monitoring conditions summary"]
  automation: high
  human_in_loop: approve
  tools: ["supplier quality management system", "document template engine", "contract repository"]
  frequency: ad-hoc
  trigger: "Supplier ABC has passed re-inspection on SCAR-2024-017, generate the closure letter to send them"

- id: generate-end-of-contract-data-deletion-and-return-notice-fro
  title: "Generate end-of-contract data deletion and return notice from subscription termination record"
  domain: "Customer Success & Support"
  roles: ["Customer success manager", "Data privacy manager", "Account manager"]
  description: "Produces the formal data-handling notice required on subscription termination, specifying the return method, deletion timeline, and DPA-mandated certification commitment, and includes a structured acknowledgment request for the customer to countersign."
  inputs: ["subscription termination record", "DPA terms", "data processing inventory", "contract terms"]
  outputs: ["data deletion and return notice", "customer acknowledgment request"]
  automation: high
  human_in_loop: review-before-send
  tools: ["CRM", "contract repository", "document template engine"]
  frequency: ad-hoc
  trigger: "Acme Corp didn't renew and their contract ends Friday, generate the data deletion notice per their DPA obligations"

- id: generate-channel-partner-tier-upgrade-acknowledgment-letter
  title: "Generate channel partner tier-upgrade acknowledgment letter and incentive summary from partner scorecard"
  domain: "Sales & BizDev"
  roles: ["Channel sales manager", "Partner development manager", "Alliances manager"]
  description: "Produces the formal letter confirming a reseller's promotion to a new program tier (e.g., Silver to Gold), listing the updated discount schedules, MDF entitlements, co-sell rights, and certification obligations that take effect with the upgrade."
  inputs: ["partner scorecard", "program tier criteria", "partner program guide", "MDF entitlement schedule"]
  outputs: ["tier-upgrade acknowledgment letter", "updated incentive and benefit summary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["partner relationship management system", "document template engine", "CRM"]
  frequency: quarterly
  trigger: "Reseller TechEdge hit Gold tier thresholds in Q4, generate their tier-upgrade letter and updated incentive summary"

- id: cross-check-hris-active-roster-against-provisioned-it-accoun
  title: "Cross-check HRIS active roster against provisioned IT accounts to flag orphaned access"
  domain: "HR & People Ops"
  roles: ["HR Systems Analyst", "Identity and Access Management Analyst", "IT Security Analyst"]
  description: "Compare the HRIS active-employee and recent-termination roster against directory service and SaaS provisioning records to surface accounts still active for separated or transferred employees, generating a deprovisioning action batch."
  inputs: ["HRIS active headcount export", "HRIS termination log", "directory service user list", "application provisioning log"]
  outputs: ["Orphaned account exception list", "Deprovisioning ticket batch", "IAM remediation summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["HRIS", "identity and access management platform", "directory service", "spreadsheet"]
  frequency: weekly
  trigger: "Pull all IT accounts still active for employees who left or transferred in the past 90 days"

- id: cross-check-trademark-registration-portfolio-against-active
  title: "Cross-check trademark registration portfolio against active brand asset library"
  domain: "Legal & Compliance"
  roles: ["Trademark Paralegal", "IP Portfolio Administrator", "Brand Protection Specialist"]
  description: "Match registered mark records (mark string, jurisdiction, Nice class) against the brand asset inventory and product catalog to flag marks in active commercial use that lack registration and registrations covering discontinued products or lapsed use."
  inputs: ["Trademark registration database export", "Brand asset library index", "Product and service catalog", "Renewal deadline schedule"]
  outputs: ["Coverage gap report listing unregistered active marks", "Abandonment candidate list for unused registrations", "Renewal priority flag list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["IP docketing system", "brand asset management system", "spreadsheet"]
  frequency: quarterly
  trigger: "Cross-check our trademark registrations against what is live in the brand portal and flag anything we are actively using but have not registered"

- id: reconcile-etl-pipeline-row-counts-and-checksums-between-sour
  title: "Reconcile ETL pipeline row counts and checksums between source extract and data warehouse load"
  domain: "Data & Reporting (BI)"
  roles: ["Data Engineer", "Analytics Engineer", "BI Developer"]
  description: "After each pipeline run, compare record counts, null rates, and key-field MD5 checksums in the source extract manifest against the warehouse target layer audit log to detect silent data loss, row duplication, or field truncation by table."
  inputs: ["Source extract row-count manifest", "Warehouse load audit log", "Pipeline run metadata", "Prior-run baseline counts"]
  outputs: ["ETL reconciliation report by table", "Discrepancy alert list with delta percentage", "Pipeline run pass/fail status"]
  automation: high
  human_in_loop: spot-check
  tools: ["Data warehouse", "pipeline orchestration platform", "ETL tool", "monitoring dashboard"]
  frequency: daily
  trigger: "Reconcile last night's ETL run row counts against the source extract and flag any tables with more than 0.1 percent variance"

- id: cross-check-content-publication-calendar-against-live-cms-pa
  title: "Cross-check content publication calendar against live CMS page index"
  domain: "Marketing & Content"
  roles: ["Content Operations Manager", "Digital Content Coordinator", "Content Strategist"]
  description: "Compare scheduled publication dates, slugs, and metadata in the editorial calendar against the CMS live-page index to surface posts that failed to publish, went live off-schedule, or published with incorrect title, canonical URL, or taxonomy tags."
  inputs: ["Content calendar export", "CMS live page index", "Slug and metadata tracker"]
  outputs: ["Publication gap report", "Metadata mismatch list", "Off-schedule items log"]
  automation: high
  human_in_loop: spot-check
  tools: ["Content management system", "content calendar tool", "spreadsheet"]
  frequency: weekly
  trigger: "Check which posts from this week's content calendar have not gone live or published with the wrong slug or title"

- id: reconcile-contractual-sla-commitment-windows-against-ticket
  title: "Reconcile contractual SLA commitment windows against ticket resolution timestamps"
  domain: "Customer Success & Support"
  roles: ["Customer Success Operations Analyst", "Support Operations Manager", "Service Delivery Manager"]
  description: "Extract per-tier SLA response and resolution windows from executed customer contracts, match against first-response and close timestamps in the ticketing system, and produce a per-customer breach report with credit memo triggers."
  inputs: ["Customer contract SLA schedule extracts", "Ticketing system timestamp export", "Customer account and tier list"]
  outputs: ["SLA breach summary by customer and tier", "Credit memo trigger list", "Breach frequency trend report"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Contract repository", "ticketing system", "CRM", "spreadsheet"]
  frequency: monthly
  trigger: "Pull all SLA breaches for Q2 by matching actual ticket close times to the SLA windows in each customer's contract"

- id: tie-deferred-revenue-sub-ledger-roll-forward-to-gl-control-a
  title: "Tie deferred revenue sub-ledger roll-forward to GL control account at period close"
  domain: "Finance & Accounting"
  roles: ["Revenue Accountant", "Technical Accounting Analyst", "Controller"]
  description: "Verify that the period-end deferred revenue sub-ledger total (prior balance plus new billings less recognized amounts) agrees to the corresponding GL control account balance, identify journal entry sources of any variance, and prepare the tie-out schedule for audit."
  inputs: ["Deferred revenue sub-ledger roll-forward", "GL trial balance", "Revenue recognition journal entry listing"]
  outputs: ["GL-to-sub-ledger tie-out schedule", "Unexplained variance list with journal entry attribution", "Audit-ready supporting reconciliation"]
  automation: high
  human_in_loop: sign-off
  tools: ["ERP", "revenue recognition sub-ledger", "spreadsheet"]
  frequency: monthly
  trigger: "Tie out the deferred revenue sub-ledger to the GL balance at month end and document any variance by journal entry"

- id: reconcile-earned-value-bcwp-bcws-and-acwp-to-project-cost-ac
  title: "Reconcile earned value BCWP, BCWS, and ACWP to project cost accounts"
  domain: "Operations & Project Mgmt"
  roles: ["Project Controls Analyst", "Cost Engineer", "Program Manager"]
  description: "Map budgeted cost of work scheduled, budgeted cost of work performed, and actual cost of work performed from the integrated schedule against work-package cost accounts to calculate SPI and CPI, flagging accounts with variance at completion exceeding the reporting threshold."
  inputs: ["Project schedule baseline with actuals", "Cost account plan", "EVM performance measurement baseline"]
  outputs: ["Earned value performance index report", "VAC exception list by work package", "Cost and schedule variance narrative"]
  automation: high
  human_in_loop: approve
  tools: ["Project management software", "cost control system", "spreadsheet"]
  frequency: monthly
  trigger: "Run the earned value reconciliation for this reporting period and flag work packages where CPI is below 0.9"

- id: cross-check-software-license-purchase-register-against-insta
  title: "Cross-check software license purchase register against installed-software footprint"
  domain: "Legal & Compliance"
  roles: ["Software Asset Manager", "IT Asset Management Analyst", "License Compliance Specialist"]
  description: "Compare purchased and allocated license entitlement counts against installed and active-use data from endpoint management tooling to identify under-licensed titles (compliance exposure) and over-licensed titles (cost optimization) ahead of a vendor audit."
  inputs: ["Software license purchase and entitlement register", "Endpoint management installed-software scan", "Software asset management inventory"]
  outputs: ["License compliance gap report listing under-licensed titles", "Over-licensed optimization opportunity list", "Vendor audit readiness summary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Software asset management system", "endpoint management tool", "license repository", "spreadsheet"]
  frequency: quarterly
  trigger: "Cross-check our license entitlements against what is actually installed and flag where we are under- or over-licensed before the vendor audit"

- id: score-earned-media-coverage-against-approved-message-archite
  title: "Score earned media coverage against approved message architecture for pull-through rate"
  domain: "Communications & PR"
  roles: ["PR Analyst", "Communications Manager", "Media Relations Specialist"]
  description: "Scan a batch of earned media mentions for the presence and accuracy of approved message pillars; compute per-pillar pull-through rate and flag off-message statements or factually inaccurate claims requiring journalist correction outreach."
  inputs: ["Media monitoring coverage export", "Approved message architecture document", "Spokesperson talking points"]
  outputs: ["Message pull-through scorecard by pillar", "Off-message or inaccurate claim list", "Correction outreach priority queue"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Media monitoring platform", "document management system", "spreadsheet"]
  frequency: weekly
  trigger: "Score this week's coverage for message pull-through and flag any articles that misquote our position"

- id: reconcile-period-end-kpi-actuals-against-okr-key-result-targ
  title: "Reconcile period-end KPI actuals against OKR key-result targets to produce attainment report"
  domain: "Strategy & Consulting"
  roles: ["Strategy Analyst", "Business Performance Manager", "Chief of Staff"]
  description: "Pull period-end KPI actuals from the BI reporting stack, match each metric to its declared OKR key result and confidence score, compute attainment percentage, and flag objectives materially below target for leadership review and corrective planning."
  inputs: ["KPI actuals from BI reporting system", "OKR register with targets and owners", "Prior-period baseline actuals"]
  outputs: ["OKR attainment dashboard", "Below-threshold deviation exception list", "Variance commentary template for leadership review"]
  automation: high
  human_in_loop: approve
  tools: ["BI reporting platform", "OKR tracking tool", "spreadsheet", "presentation software"]
  frequency: quarterly
  trigger: "Reconcile all Q2 KPI actuals against our OKR targets and flag every objective where we are below 70 percent attainment"

- id: match-supplier-scorecard-kpis-against-goods-receipt-and-qc-a
  title: "Match supplier scorecard KPIs against goods-receipt and QC actuals to flag performance deviations"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Supplier Quality Engineer", "Vendor Performance Manager", "Procurement Analyst"]
  description: "Compare agreed supplier scorecard KPIs (on-time delivery rate, defect rate, fill rate) against actual data from goods receipts, QC inspection logs, and purchase order fulfillment records, flagging deviations that trigger contractual remedies or corrective-action reviews."
  inputs: ["Supplier scorecard template with targets", "Goods receipt delivery timestamps", "QC inspection records", "Purchase order fulfillment data"]
  outputs: ["Supplier performance deviation report", "Penalty or remedy trigger list", "Corrective action candidate list"]
  automation: high
  human_in_loop: approve
  tools: ["ERP", "supplier portal", "quality management system", "spreadsheet"]
  frequency: monthly
  trigger: "Compare this quarter's actual delivery and quality performance for our top 20 suppliers against their scorecard KPIs and flag anyone below threshold"

- id: reconcile-accrued-liabilities-schedule-against-period-end-su
  title: "Reconcile accrued liabilities schedule against period-end supporting documentation"
  domain: "Finance & Accounting"
  roles: ["Staff Accountant", "Accounting Manager", "Audit Senior"]
  description: "For each accrual on the balance sheet, verify that a valid supporting estimate (received invoice, contractual obligation, or pro-rata service-period calculation) exists and that the accrued amount is consistent with the evidence, flagging unsupported or stale-aged accruals for reversal or revision."
  inputs: ["Accrued liabilities trial balance", "Supporting invoices and contracts", "Prior-period accrual rollforward"]
  outputs: ["Accrual support completeness checklist", "Unsupported or stale accrual exception list", "Recommended reversals and adjustments"]
  automation: medium
  human_in_loop: sign-off
  tools: ["ERP", "document management system", "spreadsheet"]
  frequency: monthly
  trigger: "Go through the accrued liabilities schedule and flag any items older than 90 days or missing current supporting documentation"

- id: cross-check-internal-competitive-differentiation-claims-agai
  title: "Cross-check internal competitive differentiation claims against current competitor feature matrix"
  domain: "Research & Competitive Intel"
  roles: ["Competitive Intelligence Analyst", "Product Marketing Manager", "Market Research Analyst"]
  description: "Compare unique-advantage and feature-parity claims in sales battlecards and positioning documents against a current competitor feature matrix and recent release notes to identify stale, inaccurate, or newly invalidated differentiators requiring update."
  inputs: ["Sales battlecard or competitive positioning document", "Competitor feature matrix", "Recent competitor product release notes or changelog"]
  outputs: ["Claim accuracy audit log", "Stale or invalidated claim list with suggested revisions", "Newly at-risk differentiator flags"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Competitive intelligence platform", "document management system", "spreadsheet"]
  frequency: quarterly
  trigger: "Cross-check all the unique claims in our battlecards against what competitors have shipped in the last six months and flag anything no longer accurate"

- id: reconcile-crm-closed-won-opportunities-against-erp-invoice-p
  title: "Reconcile CRM closed-won opportunities against ERP invoice postings to detect booking-billing gaps"
  domain: "Sales & BizDev"
  roles: ["Revenue Operations Analyst", "Sales Operations Manager", "Order Management Specialist"]
  description: "Match closed-won opportunities in the CRM against sales orders and invoice postings in the ERP, flagging deals with no corresponding billing entry (booked but not invoiced) and revenue postings with no CRM source record (invoiced but not logged as a deal)."
  inputs: ["CRM closed-won opportunity export", "ERP sales order and invoice register", "Revenue bookings report"]
  outputs: ["Booking-to-billing reconciliation report", "Unmatched deal exception list", "Unbilled opportunity queue for order management"]
  automation: high
  human_in_loop: spot-check
  tools: ["CRM", "ERP", "revenue reporting system", "spreadsheet"]
  frequency: monthly
  trigger: "Reconcile last month's closed-won deals against what actually got invoiced in the ERP and flag anything on one side with no match on the other"

- id: cross-check-fixed-asset-register-against-physical-inventory
  title: "Cross-check fixed asset register against physical inventory count sheets"
  domain: "Finance & Accounting"
  roles: ["Fixed asset accountant", "Fixed assets manager", "Property accountant"]
  description: "Match every tag number from the physical wall-to-wall count back to the fixed asset register to surface ghost assets (on register but not found) and unrecorded disposals (found but not on register), then draft an exception list for write-off or addition entries before year-end close."
  inputs: ["Fixed asset register extract", "Physical inventory count sheets with tag numbers and locations", "Prior-year disposal authorizations"]
  outputs: ["Ghost asset exception list", "Unrecorded disposal exception list", "Reconciling journal entry instructions"]
  automation: high
  human_in_loop: approve
  tools: ["fixed asset management system", "ERP", "spreadsheet"]
  frequency: ad-hoc
  trigger: "The physical count is done — match the tags to the register and flag anything that doesn't reconcile"

- id: reconcile-payroll-tax-withholding-register-against-941-and-s
  title: "Reconcile payroll tax withholding register against 941 and state deposit filings"
  domain: "Finance & Accounting"
  roles: ["Payroll tax specialist", "Payroll manager", "Senior payroll analyst"]
  description: "Aggregate federal and state tax withholding totals (FIT, FICA, SUI, SIT) from the quarter's payroll register and compare them line-by-line to amounts remitted on Form 941 and state deposit receipts, flagging any under- or over-remittance before the IRS deposit deadline."
  inputs: ["Quarterly payroll register with tax withholding detail", "Form 941 draft or filing", "State tax deposit confirmation receipts"]
  outputs: ["Withholding-to-deposit variance schedule", "Penalty-risk flag for late or under-deposits", "Corrective deposit instructions"]
  automation: high
  human_in_loop: sign-off
  tools: ["payroll system", "tax filing portal", "spreadsheet"]
  frequency: quarterly
  trigger: "Quarter is closed — reconcile the 941 withholding to what we actually deposited and flag any variances before we file"

- id: cross-check-patent-prosecution-docket-against-annuity-and-ma
  title: "Cross-check patent prosecution docket against annuity and maintenance fee payment records"
  domain: "Legal & Compliance"
  roles: ["IP paralegal", "Patent docket specialist", "IP counsel"]
  description: "Compare every active patent and patent application in the prosecution docket against the annuity and maintenance fee payment log to identify patents where a fee is overdue or falls within the grace period, producing a priority action list before rights are irrecoverably abandoned."
  inputs: ["Patent prosecution docket with due dates by jurisdiction", "Annuity and maintenance fee payment log", "Grace-period rules by jurisdiction"]
  outputs: ["Lapsed or at-risk patent list with days-to-deadline", "Payment action memo", "Docket discrepancy flag list"]
  automation: high
  human_in_loop: approve
  tools: ["docketing system", "patent payment records database", "spreadsheet"]
  frequency: monthly
  trigger: "Pull the docket and flag any patents where we haven't confirmed a maintenance fee payment and the deadline is inside 60 days"

- id: cross-check-intercompany-transaction-ledger-against-transfer
  title: "Cross-check intercompany transaction ledger against transfer pricing policy benchmarks"
  domain: "Finance & Accounting"
  roles: ["Transfer pricing analyst", "International tax manager", "Tax director"]
  description: "Extract all intercompany charges (management fees, royalties, interest, cost allocations) posted in the period and verify each transaction type against the arm's-length pricing range documented in the contemporaneous transfer pricing study, flagging any entries that fall outside the approved benchmark range."
  inputs: ["Intercompany transaction ledger extract", "Transfer pricing study with benchmarked ranges", "Intercompany agreement rate schedules"]
  outputs: ["Out-of-range transaction exception list", "Transfer pricing variance memo", "Recommended true-up adjustment entries"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ERP", "transfer pricing documentation system", "spreadsheet"]
  frequency: quarterly
  trigger: "Quarter close is approaching — check all IC charges against the TP study benchmarks and flag anything outside the arm's-length range"

- id: cross-check-active-production-feature-flags-against-release
  title: "Cross-check active production feature flags against release documentation"
  domain: "Product Management"
  roles: ["Product operations manager", "Release manager", "Technical program manager"]
  description: "Export the full list of enabled feature flags from the production configuration system and cross-reference each flag against merged release notes and the product roadmap to identify flags that are undocumented, have no linked ticket, or have been fully launched but never cleaned up."
  inputs: ["Production feature flag configuration export", "Release notes archive", "Roadmap and ticket system data"]
  outputs: ["Undocumented flag list", "Stale fully-rolled-out flag list", "Remediation ticket draft"]
  automation: high
  human_in_loop: spot-check
  tools: ["feature flag management system", "release documentation system", "issue tracker"]
  frequency: monthly
  trigger: "Audit all live feature flags and flag anything that has no release note, no linked ticket, or that has been at 100% rollout for more than 90 days"

- id: reconcile-instrument-calibration-certificate-due-dates-again
  title: "Reconcile instrument calibration certificate due dates against equipment register"
  domain: "Operations & Project Mgmt"
  roles: ["Quality systems coordinator", "Metrology technician", "Lab quality manager", "Calibration engineer"]
  description: "Pull the calibration interval and last-calibrated date for every measurement instrument in the equipment register, compare against calibration certificates on file in the document management system, and flag instruments whose certificate is expired or missing before an upcoming regulatory inspection or ISO audit."
  inputs: ["Equipment register with calibration interval and last-cal date", "Calibration certificate archive", "Upcoming inspection schedule"]
  outputs: ["Overdue calibration instrument list with days past due", "Missing certificate exception list", "Pre-inspection readiness report"]
  automation: high
  human_in_loop: spot-check
  tools: ["laboratory information management system", "equipment register", "document management system", "spreadsheet"]
  frequency: monthly
  trigger: "Inspection is in six weeks — pull the equipment register and tell me which instruments have lapsed or missing calibration certificates"

- id: reconcile-position-control-register-against-hris-active-empl
  title: "Reconcile position control register against HRIS active employee and open-requisition records"
  domain: "HR & People Ops"
  roles: ["Workforce planning analyst", "HRIS analyst", "Compensation analyst", "HR business partner"]
  description: "Match every authorized position in the position control register to either a filled employee record or an approved open requisition in the HRIS, flagging positions that appear simultaneously filled and open (phantom vacancies), positions filled above authorized FTE count, and authorized positions with no corresponding employee or requisition record."
  inputs: ["Position control register with authorized FTE by cost center", "HRIS active employee records", "Open requisition list from ATS"]
  outputs: ["Phantom vacancy flag list", "Over-FTE exception list", "Unfilled and unrequisitioned position list", "Position control variance summary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["HRIS", "position control system", "applicant tracking system", "spreadsheet"]
  frequency: monthly
  trigger: "Run the position control reconciliation and flag any cost centers where headcount doesn't match the authorized position list"

- id: extract-intercompany-recharge-line-items-from-subsidiary-bil
  title: "Extract intercompany recharge line items from subsidiary billing packs"
  domain: "Finance & Accounting"
  roles: ["Intercompany accountant", "Treasury analyst", "Shared services controller"]
  description: "Pull entity, cost center, GL account, amount, and currency from subsidiary recharge PDF or email attachments and populate a netting settlement register for month-end close. Handles multi-currency packs from 10+ legal entities in a single pass."
  inputs: ["Subsidiary billing statement PDFs", "Intercompany recharge email attachments", "Legal entity master list"]
  outputs: ["Netting settlement register", "Intercompany posting journal"]
  automation: high
  human_in_loop: spot-check
  tools: ["accounting system", "email", "spreadsheet"]
  frequency: monthly
  trigger: "Parse these 12 subsidiary recharge PDFs and build the netting register for this month's close"

- id: parse-isda-master-agreement-schedule-elections-into-a-counte
  title: "Parse ISDA Master Agreement schedule elections into a counterparty terms register"
  domain: "Legal & Compliance"
  roles: ["Derivatives legal counsel", "OTC derivatives operations analyst", "Legal operations analyst"]
  description: "Extract Schedule Part elections, CSA threshold amounts, independent amount tiers, netting elections, and governing law from executed ISDA Master Agreement PDF packages into a structured counterparty terms register used for credit and collateral management."
  inputs: ["Executed ISDA Master Agreement PDF", "Credit Support Annex (CSA) PDF", "Counterparty legal entity details"]
  outputs: ["Counterparty terms register", "CSA parameters table"]
  automation: high
  human_in_loop: spot-check
  tools: ["contract repository", "spreadsheet", "legal entity management system"]
  frequency: ad-hoc
  trigger: "We just executed an ISDA with Counterparty X — extract all the schedule elections and CSA thresholds into the register"

- id: extract-list-a-b-c-document-expiry-dates-from-i-9-form-scans
  title: "Extract List A/B/C document expiry dates from I-9 form scans into a re-verification tickler log"
  domain: "HR & People Ops"
  roles: ["HR compliance specialist", "I-9 administrator", "Immigration paralegal"]
  description: "Parse document type codes, issuing authority, document numbers, and expiration dates from I-9 form images and supporting ID scans, then write structured records into a re-verification tickler log sorted by upcoming expiry date."
  inputs: ["Scanned I-9 form images", "Supporting ID document scans", "Employee roster"]
  outputs: ["Re-verification tickler log", "I-9 compliance register"]
  automation: high
  human_in_loop: spot-check
  tools: ["HRIS", "document management system", "spreadsheet"]
  frequency: daily
  trigger: "Extract all work authorization expiry dates from this batch of new hire I-9 packets and add them to the tickler"

- id: assemble-per-competency-hiring-scorecard-from-panel-debrief
  title: "Assemble per-competency hiring scorecard from panel debrief emails"
  domain: "Recruiting & Talent"
  roles: ["Talent acquisition partner", "Recruiting coordinator", "HR business partner"]
  description: "Parse ratings, evidence quotes, and hire/no-hire recommendations from multi-interviewer debrief notes sent by email and map them to each defined competency dimension in a structured scorecard for hiring committee review."
  inputs: ["Interviewer debrief emails", "Competency framework document", "Interview guide"]
  outputs: ["Comparative hiring scorecard", "Competency rating matrix"]
  automation: high
  human_in_loop: review-before-send
  tools: ["ATS", "email", "spreadsheet"]
  frequency: ad-hoc
  trigger: "All five debrief emails are in — compile the competency scorecard for tomorrow's hiring committee"

- id: extract-punch-list-deficiencies-from-architect-walk-through
  title: "Extract punch list deficiencies from architect walk-through reports into a snag register"
  domain: "Operations & Project Mgmt"
  roles: ["Construction project manager", "Owner's representative", "Site superintendent"]
  description: "Parse deficiency item descriptions, room and location codes, responsible trade, and photo cross-references from architect walk-through PDF reports and load them into a contractor-assigned snag register with open/closed status tracking."
  inputs: ["Architect walk-through PDF report", "Floor plan room code legend", "Subcontractor trade list"]
  outputs: ["Snag register", "Contractor deficiency assignment list"]
  automation: high
  human_in_loop: spot-check
  tools: ["project management system", "document management system", "spreadsheet"]
  frequency: weekly
  trigger: "The architect just sent the walk-through PDF — extract every deficiency item and assign it to the right trade in the snag register"

- id: parse-sla-credit-tiers-and-auto-renewal-clauses-from-execute
  title: "Parse SLA credit tiers and auto-renewal clauses from executed MSAs into a contract obligation calendar"
  domain: "Sales & BizDev"
  roles: ["Contract manager", "Deal desk analyst", "Revenue operations analyst"]
  description: "Extract SLA uptime thresholds, credit calculation methods, renewal notice deadlines, termination-for-convenience windows, and liability cap figures from executed master service agreement PDFs and populate a contract obligation calendar with alert dates."
  inputs: ["Executed MSA PDF", "Order form PDF", "Customer account record"]
  outputs: ["Contract obligation calendar entries", "SLA credit tier table", "Risk flags register"]
  automation: high
  human_in_loop: spot-check
  tools: ["contract repository", "CRM", "spreadsheet"]
  frequency: ad-hoc
  trigger: "We just countersigned the MSA — extract the SLA tiers, renewal notice dates, and liability caps into the obligation calendar"

- id: extract-usage-rights-and-exclusivity-terms-from-talent-relea
  title: "Extract usage rights and exclusivity terms from talent release agreements into DAM metadata"
  domain: "Marketing & Content"
  roles: ["Rights and clearances coordinator", "Brand manager", "Content operations manager"]
  description: "Parse permitted media channels, territory scope, exclusivity periods, compensation residual triggers, and expiration dates from model and talent release PDFs, then write structured rights metadata records into the digital asset management system so downstream teams cannot misuse assets."
  inputs: ["Talent release PDFs", "Model release agreements", "Campaign asset list"]
  outputs: ["DAM rights metadata records", "Usage rights register"]
  automation: high
  human_in_loop: spot-check
  tools: ["digital asset management system", "contract repository", "spreadsheet"]
  frequency: ad-hoc
  trigger: "We wrapped the campaign shoot — extract usage rights from all 14 talent releases and push them into the DAM metadata fields"

- id: parse-nps-and-csat-open-text-responses-into-a-structured-voi
  title: "Parse NPS and CSAT open-text responses into a structured voice-of-customer register"
  domain: "Customer Success & Support"
  roles: ["Customer success operations analyst", "CX researcher", "Customer insights analyst"]
  description: "Extract product feature mentions, sentiment polarity, recurring pain-point themes, and account segment from raw NPS or CSAT survey free-text export and populate a VoC register partitioned by theme and customer tier for product and CS prioritization."
  inputs: ["NPS/CSAT survey free-text export", "Customer segment metadata", "Product feature taxonomy"]
  outputs: ["Voice-of-customer register", "Theme frequency table", "Account-level sentiment summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["survey platform", "CRM", "spreadsheet", "data warehouse"]
  frequency: monthly
  trigger: "The Q2 NPS export just landed — parse the open-text and build the VoC register by theme and account tier"

- id: extract-incoterms-liquidated-damages-rates-and-acceptance-cr
  title: "Extract Incoterms, liquidated damages rates, and acceptance criteria from supplier framework agreements"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Procurement analyst", "Supply chain compliance manager", "Category manager"]
  description: "Parse Incoterms codes, delivery milestone schedule, liquidated damages per-diem rates and caps, and goods acceptance testing criteria from supplier framework agreement PDFs and populate a structured delivery obligation matrix used for contract performance monitoring."
  inputs: ["Supplier framework agreement PDFs", "Purchase order delivery schedules", "Supplier master data"]
  outputs: ["Delivery obligation matrix", "LD rate and cap table", "Acceptance criteria register"]
  automation: high
  human_in_loop: spot-check
  tools: ["contract repository", "ERP", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Extract the Incoterms, LD clauses, and acceptance criteria from these five new supplier agreements and add them to the obligation matrix"

- id: parse-independent-patent-claims-into-a-feature-claim-matrix
  title: "Parse independent patent claims into a feature-claim matrix for FTO landscape tracking"
  domain: "Research & Competitive Intel"
  roles: ["IP analyst", "Patent paralegal", "Freedom-to-operate analyst"]
  description: "Extract independent claim numbers, claim elements, priority dates, and assignee from published USPTO or EPO patent PDFs and map each claim element against a product feature list to produce a freedom-to-operate (FTO) landscape matrix for legal review."
  inputs: ["Published patent PDFs", "Product feature list", "Claim element taxonomy"]
  outputs: ["Feature-claim matrix", "FTO landscape register", "Priority date summary"]
  automation: high
  human_in_loop: approve
  tools: ["patent database", "document management system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "FTO counsel needs the claims matrix — extract independent claims from these 20 patents and map them to our feature list"

- id: extract-source-to-target-column-mappings-from-legacy-etl-spe
  title: "Extract source-to-target column mappings from legacy ETL spec documents into a data lineage register"
  domain: "Data & Reporting (BI)"
  roles: ["Data engineer", "BI developer", "Data migration analyst"]
  description: "Parse source column names, target column names, data types, transformation logic, and null-handling rules from legacy ETL specification PDFs or Word documents and populate a data lineage register used for migration validation and data governance."
  inputs: ["ETL specification PDFs", "Source schema documentation", "Target schema definition"]
  outputs: ["Source-to-target mapping table", "Data lineage register", "Transformation rules log"]
  automation: high
  human_in_loop: spot-check
  tools: ["data catalog", "document management system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "We have 30 ETL spec PDFs from the legacy team — extract every source-to-target mapping and build the lineage register"

- id: parse-app-store-review-text-into-a-structured-product-feedba
  title: "Parse app store review text into a structured product feedback register"
  domain: "Product Management"
  roles: ["Product manager", "Product operations analyst", "UX researcher"]
  description: "Extract feature requests, reproducible bug descriptions, competitor comparisons, and user sentiment signals from raw app store review exports and categorize them into a structured product feedback register tagged by feature area and severity."
  inputs: ["App store review export (raw text)", "Product feature taxonomy", "Version release history"]
  outputs: ["Product feedback register", "Bug report triage list", "Feature request frequency table"]
  automation: high
  human_in_loop: spot-check
  tools: ["app store analytics platform", "product management tool", "spreadsheet"]
  frequency: weekly
  trigger: "Pull this week's app store reviews and extract all feature requests and reproducible bugs into the feedback register"

- id: extract-learning-outcomes-and-assessment-rubrics-from-accred
  title: "Extract learning outcomes and assessment rubrics from accreditation self-study reports into a curriculum map"
  domain: "Learning & Development"
  roles: ["Instructional designer", "Curriculum developer", "Accreditation coordinator"]
  description: "Parse stated learning outcomes, competency alignment codes, assessment weighting percentages, and prerequisite requirements from accreditation self-study PDFs and populate a curriculum mapping table used for gap analysis and standards alignment review."
  inputs: ["Accreditation self-study PDFs", "Program standards framework", "Existing curriculum inventory"]
  outputs: ["Curriculum mapping table", "Learning outcome register", "Assessment alignment matrix"]
  automation: high
  human_in_loop: spot-check
  tools: ["LMS", "document management system", "spreadsheet"]
  frequency: quarterly
  trigger: "The accreditation self-study just came in — extract all the learning outcomes and rubrics and build the curriculum map"

- id: extract-media-placement-details-from-pr-agency-coverage-repo
  title: "Extract media placement details from PR agency coverage reports into a press register"
  domain: "Communications & PR"
  roles: ["PR coordinator", "Communications analyst", "Media relations manager"]
  description: "Parse outlet name, journalist byline, publication date, estimated circulation, advertising value equivalent (AVE), tone classification, and key message pick-up from monthly agency press clipping PDF reports into a structured press coverage register for campaign reporting."
  inputs: ["Agency press clipping PDF reports", "Key messages brief", "Campaign objectives"]
  outputs: ["Press coverage register", "AVE and reach summary table", "Tone and message pull-through log"]
  automation: high
  human_in_loop: spot-check
  tools: ["media monitoring platform", "PR management system", "spreadsheet"]
  frequency: monthly
  trigger: "The agency sent this month's coverage deck — extract every placement with tone and AVE into the press register"

- id: extract-tax-lot-acquisition-details-from-brokerage-trade-con
  title: "Extract tax lot acquisition details from brokerage trade confirmations into a realized gain/loss schedule"
  domain: "Finance & Accounting"
  roles: ["Tax analyst", "Portfolio accountant", "Fund administrator"]
  description: "Parse PDF or electronic trade confirmation documents to extract acquisition date, cost basis, quantity sold, proceeds, and holding period for each lot, then populate a realized gain/loss schedule ready for tax filing or period-end close."
  inputs: ["trade confirmations (PDF or electronic)", "portfolio ledger", "cost-basis election file"]
  outputs: ["tax lot register", "realized gain/loss schedule", "short- vs long-term split summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["document parser", "spreadsheet", "tax calculation software", "portfolio accounting system"]
  frequency: quarterly
  trigger: "Pull all Q3 trade confirmations and build the realized gain/loss schedule broken out by tax lot"

- id: parse-supervisory-examination-letters-into-a-remediation-act
  title: "Parse supervisory examination letters into a remediation action register"
  domain: "Legal & Compliance"
  roles: ["Compliance officer", "Regulatory affairs analyst", "Financial services compliance manager"]
  description: "Extract individual findings, regulatory citations, violation classifications, responsible business unit, and mandated response deadlines from regulator examination letters (e.g. OCC, FINRA, state DFI) into a structured remediation action register for tracking and reporting."
  inputs: ["supervisory letter or examination report (PDF)", "prior findings register"]
  outputs: ["remediation action register with finding ID, citation, owner, and deadline", "findings heat map by severity"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document parser", "GRC platform", "spreadsheet"]
  frequency: ad-hoc
  trigger: "We just received the FINRA exam letter — extract every cited deficiency with its deadline into the remediation tracker"

- id: extract-job-match-codes-and-market-pay-percentiles-from-comp
  title: "Extract job match codes and market pay percentiles from compensation survey deliverables into a benchmark position register"
  domain: "HR & People Ops"
  roles: ["Compensation analyst", "Total rewards specialist", "HR business partner"]
  description: "Parse the survey cut reports and job-match crosswalk files from third-party compensation surveys to extract survey job codes, cut selections, and P25/P50/P75/P90 pay data, then structure into a benchmark position register for salary-band review."
  inputs: ["compensation survey cut report (PDF or spreadsheet)", "job match crosswalk file", "internal job catalog"]
  outputs: ["benchmark position register by job family", "market pay percentile table", "aged data flags"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "HRIS", "compensation management system", "document parser"]
  frequency: ad-hoc
  trigger: "The Mercer survey results landed — extract all P50 and P75 figures into our benchmark register sorted by job family"

- id: parse-influencer-media-kits-into-a-structured-creator-compar
  title: "Parse influencer media kits into a structured creator comparison register"
  domain: "Marketing & Content"
  roles: ["Influencer marketing manager", "Brand partnerships coordinator", "Social media strategist"]
  description: "Extract audience size, platform breakdown, engagement rate, follower demographics, content categories, and rate card tiers from inbound influencer media kit PDFs into a normalized creator comparison register for campaign planning."
  inputs: ["influencer media kit PDFs", "campaign brief", "minimum reach/engagement thresholds"]
  outputs: ["creator comparison register", "rate card table", "audience demographic summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["document parser", "spreadsheet", "influencer management platform"]
  frequency: ad-hoc
  trigger: "We received 20 influencer media kits — extract audience size, engagement rate, demographics, and rates into one comparison table"

- id: extract-contractor-cpm-schedule-milestones-and-total-float-f
  title: "Extract contractor CPM schedule milestones and total float from programme submissions into a master programme register"
  domain: "Operations & Project Mgmt"
  roles: ["Project controls engineer", "Planning engineer", "Programme manager"]
  description: "Parse contractor baseline programme exports (P6 XER, PDF Gantt, or tabular schedule) to extract key milestone dates, activity IDs, critical path flags, and total float values, then consolidate into the owner's master programme register for reporting."
  inputs: ["contractor baseline programme (P6 export or PDF)", "contract milestone schedule", "WBS dictionary"]
  outputs: ["master programme register with milestone dates and float", "critical path float summary", "schedule risk flag list"]
  automation: high
  human_in_loop: spot-check
  tools: ["scheduling software", "document parser", "spreadsheet", "project controls platform"]
  frequency: monthly
  trigger: "The contractor just submitted their baseline programme — extract all key milestones and float values into the master register"

- id: extract-vendor-certificate-of-insurance-data-into-a-complian
  title: "Extract vendor certificate of insurance data into a compliance tracker"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Procurement coordinator", "Contract administrator", "Vendor risk analyst"]
  description: "Parse incoming ACORD certificate of insurance forms to extract coverage types, policy limits, carrier names, policy numbers, additional-insured endorsement status, and expiration dates, then populate the vendor insurance compliance tracker and flag imminent expirations or shortfalls against minimum requirements."
  inputs: ["certificate of insurance ACORD form (PDF)", "vendor list", "minimum coverage requirements schedule"]
  outputs: ["vendor insurance compliance tracker", "expiry alert list", "coverage gap flags"]
  automation: high
  human_in_loop: spot-check
  tools: ["document parser", "procurement system", "spreadsheet", "vendor management platform"]
  frequency: monthly
  trigger: "New vendor COIs just came in — extract the coverage details and flag anything expiring in the next 90 days or below our minimums"

- id: parse-information-memorandum-sections-into-an-m-a-preliminar
  title: "Parse information memorandum sections into an M&A preliminary screening scorecard"
  domain: "Strategy & Consulting"
  roles: ["Corporate development analyst", "M&A associate", "Investment banking associate"]
  description: "Extract financial highlights, revenue and EBITDA figures, business description, ownership and management structure, deal rationale, and stated transaction process details from a sell-side information memorandum, then populate a standardized preliminary screening scorecard against acquisition criteria."
  inputs: ["information memorandum PDF", "preliminary screening criteria template", "deal pipeline tracker"]
  outputs: ["M&A preliminary screening scorecard", "deal summary one-pager", "red-flag note"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document parser", "spreadsheet", "deal tracking platform", "docs"]
  frequency: ad-hoc
  trigger: "We received the IM from the banker this morning — extract the financials, ownership structure, and deal rationale into our screening template"

- id: scan-uspto-filings-for-competitor-patent-activity-by-technol
  title: "Scan USPTO filings for competitor patent activity by technology class"
  domain: "Legal & Compliance"
  roles: ["Patent analyst", "IP paralegal", "Competitive intelligence analyst"]
  description: "Queries the USPTO full-text search against a configured list of competitor assignees and CPC/IPC technology class codes, then produces a structured digest of new applications, continuations, and grants with abstract summaries."
  inputs: ["Competitor assignee list", "CPC/IPC class code list", "USPTO full-text feed", "Prior week digest baseline"]
  outputs: ["Patent activity digest", "New filing alert memo"]
  automation: high
  human_in_loop: spot-check
  tools: ["patent database", "spreadsheet", "document management system"]
  frequency: weekly
  trigger: "Scan USPTO filings from our five main rivals in CPC class H04L this week and send me a digest"

- id: monitor-fasb-and-iasb-exposure-draft-releases-and-flag-appli
  title: "Monitor FASB and IASB exposure draft releases and flag applicable standard changes"
  domain: "Finance & Accounting"
  roles: ["Technical accounting manager", "Accounting policy specialist", "Controller"]
  description: "Polls FASB and IASB publication feeds for new exposure drafts, finalized ASUs, and IFRS amendments, then maps each release to the company's existing accounting policy register and flags those requiring policy updates or comment letter responses."
  inputs: ["FASB/IASB publication feeds", "Accounting policy register", "Comment letter deadline calendar"]
  outputs: ["Standard change alert memo", "Affected policy list", "Comment letter calendar update"]
  automation: high
  human_in_loop: review-before-send
  tools: ["regulatory feed", "document management system", "spreadsheet"]
  frequency: weekly
  trigger: "Check if FASB released any new ASUs or exposure drafts this week that touch revenue recognition or lease accounting"

- id: digest-state-level-employment-law-amendments-for-multi-state
  title: "Digest state-level employment law amendments for multi-state policy gap analysis"
  domain: "HR & People Ops"
  roles: ["HR compliance specialist", "Employment counsel", "People operations manager"]
  description: "Monitors a legislative tracking service for enacted or effective-date-triggered amendments to state leave, pay transparency, and predictive scheduling laws, then cross-references the employee location roster to surface jurisdictions requiring policy handbook updates."
  inputs: ["State legislative tracker feed", "Employee location roster", "Policy handbook version list", "Effective date calendar"]
  outputs: ["State law change digest", "Jurisdiction gap list", "Policy update backlog"]
  automation: medium
  human_in_loop: approve
  tools: ["legislative tracking system", "HR information system", "document management system"]
  frequency: weekly
  trigger: "Scan for state leave and pay transparency law changes this month and flag which of our office locations are out of compliance"

- id: monitor-competitor-job-postings-for-hiring-signal-intelligen
  title: "Monitor competitor job postings for hiring-signal intelligence"
  domain: "Recruiting & Talent"
  roles: ["Talent intelligence specialist", "Talent acquisition manager", "Competitive intelligence analyst"]
  description: "Ingests job board postings from a curated competitor list, clusters newly posted roles by function and seniority, and produces a hiring-signal digest highlighting unusual investment areas relative to a rolling 90-day baseline."
  inputs: ["Job board feeds", "Competitor entity list", "Role taxonomy", "Rolling 90-day posting baseline"]
  outputs: ["Competitor hiring digest", "Investment-area signal report"]
  automation: high
  human_in_loop: spot-check
  tools: ["job board aggregator", "spreadsheet", "CRM"]
  frequency: weekly
  trigger: "Pull all new senior IC and director-level engineering roles posted by our top five competitors this week and flag any ML infrastructure clustering"

- id: digest-fda-510-k-clearances-and-pma-approvals-in-a-target-de
  title: "Digest FDA 510(k) clearances and PMA approvals in a target device category"
  domain: "Research & Competitive Intel"
  roles: ["Regulatory intelligence analyst", "Medical device analyst", "Regulatory affairs specialist"]
  description: "Queries the FDA CDRH 510(k) and PMA databases on a set cadence, filters by product code and predicate relationships, and produces a clearance digest covering applicant, indication, substantial equivalence basis, and any special conditions."
  inputs: ["FDA clearance database feed", "Product code list", "Competitor applicant names", "Predicate device tree"]
  outputs: ["Clearance digest", "Competitive threat brief", "Predicate update log"]
  automation: high
  human_in_loop: spot-check
  tools: ["regulatory database", "spreadsheet", "document management system"]
  frequency: weekly
  trigger: "Alert me to any 510(k) clearances in continuous glucose monitoring over the past 14 days and note the predicate devices used"

- id: generate-sla-breach-escalation-digest-for-aged-itsm-service
  title: "Generate SLA breach escalation digest for aged ITSM service tickets"
  domain: "Operations & Project Mgmt"
  roles: ["Service delivery manager", "NOC engineer", "IT operations analyst"]
  description: "Queries the ITSM ticket queue for P1/P2 incidents and service requests breaching or approaching SLA thresholds, groups tickets by assignment group and breach severity, and distributes a tiered escalation digest with time-to-breach for each item."
  inputs: ["ITSM ticket queue", "SLA threshold configuration", "Escalation matrix", "Assignment group roster"]
  outputs: ["SLA breach digest", "Escalation notification list", "Mean-time-to-breach trend"]
  automation: high
  human_in_loop: spot-check
  tools: ["ITSM platform", "alerting system", "email"]
  frequency: daily
  trigger: "Give me this morning's P1 and P2 SLA breach report grouped by assignment group with time-to-breach for each ticket"

- id: monitor-target-account-trigger-events-and-generate-outreach
  title: "Monitor target account trigger events and generate outreach alert with talking points"
  domain: "Sales & BizDev"
  roles: ["Account executive", "Business development representative", "Sales intelligence analyst"]
  description: "Scans news and funding databases for configurable trigger events — Series B/C closes, CRO/CFO appointments, M&A announcements, earnings misses — against a named target account list, and surfaces a prioritized alert with a suggested outreach angle per account."
  inputs: ["Target account list", "Trigger event taxonomy", "News and funding database feeds", "CRM opportunity stage data"]
  outputs: ["Account trigger alert", "Outreach talking-point card per account"]
  automation: high
  human_in_loop: spot-check
  tools: ["sales intelligence platform", "CRM", "news aggregator"]
  frequency: daily
  trigger: "Check my top 50 accounts for funding rounds or C-suite changes this week and give me a one-liner talking point for each hit"

- id: generate-overnight-etl-health-digest-with-root-cause-classif
  title: "Generate overnight ETL health digest with root-cause classified failure alerts"
  domain: "Data & Reporting (BI)"
  roles: ["Data engineer", "Analytics engineer", "BI operations analyst"]
  description: "Parses orchestration run logs after the nightly ETL window, identifies failed or late jobs, checks downstream dependency impact, and produces a structured digest with root-cause classification — source connectivity, schema drift, resource timeout — and remediation priority ranking."
  inputs: ["Orchestration run logs", "Pipeline dependency map", "SLA window definitions", "Schema change log"]
  outputs: ["Pipeline health digest", "Root-cause classified failure list", "Downstream impact map"]
  automation: high
  human_in_loop: spot-check
  tools: ["data orchestration platform", "monitoring dashboard", "alerting system", "log storage"]
  frequency: daily
  trigger: "Generate this morning's ETL health digest and flag any jobs that missed their SLA window with downstream impact noted"

- id: alert-on-commodity-price-index-breaches-against-contract-esc
  title: "Alert on commodity price index breaches against contract escalation clause thresholds"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Category manager", "Procurement analyst", "Supply chain analyst"]
  description: "Fetches current commodity index values — LME copper, Platts HRC steel, NYMEX diesel — and compares them to escalation-clause trigger bands stored in the contract repository, then generates an alert listing affected contracts, clause reference, and required price adjustment calculations."
  inputs: ["Commodity price index feeds", "Contract escalation clause register", "Trigger band thresholds", "Supplier contract list"]
  outputs: ["Escalation clause breach alert", "Affected contract list with adjustment calculations"]
  automation: high
  human_in_loop: approve
  tools: ["commodity price feed", "contract repository", "spreadsheet"]
  frequency: weekly
  trigger: "Check if LME copper or hot-rolled coil prices have crossed the escalation trigger in any of our tier-1 supplier contracts this week"

- id: extract-strategic-signals-from-competitor-earnings-call-tran
  title: "Extract strategic signals from competitor earnings call transcripts"
  domain: "Strategy & Consulting"
  roles: ["Strategy analyst", "Corporate development analyst", "Competitive intelligence manager"]
  description: "Ingests earnings call transcripts for a defined competitor set, applies thematic extraction for pricing moves, geographic expansion, headcount signals, and margin guidance language, and produces a structured digest aligned to the company's strategic watch list with quarter-over-quarter delta."
  inputs: ["Earnings call transcripts", "Competitor set", "Strategic watch-list themes", "Prior-quarter signal baseline"]
  outputs: ["Earnings signal digest", "Watch-list theme hit report", "Quarter-over-quarter signal delta summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["transcript aggregator", "document management system", "presentation tool"]
  frequency: quarterly
  trigger: "Summarize last week's competitor earnings calls and flag anything on pricing changes, new market entry, or AI investment intent"

- id: flag-at-risk-accounts-from-csat-and-nps-score-deterioration
  title: "Flag at-risk accounts from CSAT and NPS score deterioration with verbatim drivers"
  domain: "Customer Success & Support"
  roles: ["Customer success manager", "CX analyst", "VP of Customer Success"]
  description: "Pulls the latest CSAT and NPS survey responses segmented by account and tier, computes score delta against the prior period, and generates an at-risk alert listing accounts exceeding the configured drop threshold together with the verbatim comments driving each score change."
  inputs: ["Survey platform export", "Account segment definitions", "Score baseline", "Drop-threshold configuration"]
  outputs: ["At-risk account alert", "Verbatim comment digest per account", "CSM assignment list"]
  automation: high
  human_in_loop: spot-check
  tools: ["survey platform", "CRM", "BI dashboard"]
  frequency: weekly
  trigger: "Flag any enterprise accounts that dropped more than 15 NPS points this quarter and include the verbatim comments"

- id: monitor-executive-media-coverage-and-surface-reputational-or
  title: "Monitor executive media coverage and surface reputational or crisis signals"
  domain: "Communications & PR"
  roles: ["PR manager", "Reputation analyst", "Communications specialist"]
  description: "Runs a daily sweep of news and social channels against an executive name watch list, classifies articles by sentiment and topic category — litigation, product failure, ESG critique — and delivers a morning briefing with crisis-flagged items surfaced for immediate review."
  inputs: ["Executive name watch list", "Media monitoring feed", "Sentiment classification rules", "Crisis keyword dictionary"]
  outputs: ["Executive coverage morning briefing", "Crisis-flagged item list", "Sentiment trend chart"]
  automation: high
  human_in_loop: review-before-send
  tools: ["media monitoring platform", "news aggregator", "sentiment analysis tool", "email"]
  frequency: daily
  trigger: "Pull this morning's news mentions of our C-suite and flag anything with negative sentiment or litigation keywords"

- id: alert-on-app-store-review-sentiment-drops-by-feature-area-fo
  title: "Alert on app store review sentiment drops by feature area following a release"
  domain: "Product Management"
  roles: ["Mobile product manager", "Product analyst", "Product manager"]
  description: "Scrapes app store reviews posted since the most recent version release, clusters them by feature keyword, computes sentiment scores, and alerts when any feature cluster shows a statistically significant sentiment decline versus the prior version baseline — signaling a potential regression."
  inputs: ["App store review feed", "Release version list", "Feature taxonomy", "Prior version sentiment baseline"]
  outputs: ["Feature sentiment drop alert", "Versioned review cluster digest", "Regression candidate list"]
  automation: high
  human_in_loop: spot-check
  tools: ["app store API", "text analysis tool", "product management platform", "spreadsheet"]
  frequency: weekly
  trigger: "Analyze app store reviews since our 4.2 release and flag any feature areas with a statistically meaningful sentiment drop vs 4.1"

- id: alert-on-significant-keyword-ranking-drops-in-organic-search
  title: "Alert on significant keyword ranking drops in organic search with traffic impact estimate"
  domain: "Marketing & Content"
  roles: ["SEO specialist", "Content marketing manager", "Digital marketing analyst"]
  description: "Queries Search Console and rank-tracking data to identify pages or keyword clusters where average position deteriorated beyond a configured threshold week-over-week, then assembles a decay alert with affected URLs, rank deltas, estimated traffic loss, and a cause hypothesis — algorithm update, competitor gain, or content staleness."
  inputs: ["Search Console data export", "Keyword rank baseline", "Position-drop threshold config", "Competitor ranking data"]
  outputs: ["Keyword drop alert", "Affected URL list with rank deltas", "Traffic impact estimate", "Cause hypothesis per cluster"]
  automation: high
  human_in_loop: spot-check
  tools: ["search console", "SEO platform", "analytics platform", "spreadsheet"]
  frequency: weekly
  trigger: "Check if any of our top 100 keywords dropped more than 5 positions this week and give me the affected pages with estimated traffic loss"

- id: monitor-rfi-and-submittal-log-for-overdue-responses-threaten
  title: "Monitor RFI and submittal log for overdue responses threatening critical-path activities"
  domain: "Operations & Project Mgmt"
  roles: ["Project controls specialist", "Construction project manager", "Owner's representative"]
  description: "Scan the open RFI and submittal response log against the project schedule to identify items whose response overdue status puts a critical-path activity at risk of float consumption or delay, and produce an exception digest with activity linkage and responsible parties."
  inputs: ["RFI log", "Submittal register", "Project schedule (CPM)"]
  outputs: ["Overdue-item exception digest", "Critical-path impact summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["project management platform", "scheduling software", "spreadsheet"]
  frequency: daily
  trigger: "Pull all RFIs and submittals open more than 14 days and flag any tied to critical-path activities"

- id: digest-sec-staff-comment-letter-releases-to-surface-recurrin
  title: "Digest SEC staff comment letter releases to surface recurring peer disclosure-risk themes"
  domain: "Finance & Accounting"
  roles: ["SEC reporting manager", "Technical accounting manager", "External reporting analyst"]
  description: "Pull newly released SEC staff comment letters addressed to sector peers from EDGAR, extract the staff's inquiry themes, and produce a digest of recurring issues that may signal disclosure gaps in the company's own upcoming filing."
  inputs: ["SEC EDGAR comment letter feed", "Peer company list", "Prior 10-K/10-Q draft"]
  outputs: ["Comment-letter theme digest", "Disclosure-risk flag list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["SEC filing database", "document reader"]
  frequency: monthly
  trigger: "Scan all SEC comment letters issued to our peer group in the last 30 days and flag the most common disclosure topics"

- id: monitor-supplier-otif-scorecards-and-generate-pre-renewal-un
  title: "Monitor supplier OTIF scorecards and generate pre-renewal underperformer exception digest"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Supplier performance manager", "Category manager", "Supply chain analyst"]
  description: "Compare rolling on-time-in-full delivery metrics for each active supplier against the contractual OTIF SLA threshold and surface persistent underperformers whose contracts fall within the upcoming renewal window."
  inputs: ["OTIF delivery scorecard", "Supplier SLA thresholds", "Contract renewal calendar"]
  outputs: ["SLA-breach exception digest", "Renewal-risk supplier shortlist"]
  automation: high
  human_in_loop: approve
  tools: ["procurement platform", "ERP", "spreadsheet"]
  frequency: monthly
  trigger: "Flag every supplier with OTIF below 95% last quarter whose contract renews in the next 90 days"

- id: scan-workforce-certification-expiry-register-and-generate-ti
  title: "Scan workforce certification expiry register and generate tiered renewal-deadline alert digest"
  domain: "Learning & Development"
  roles: ["Learning administrator", "Compliance training coordinator", "HR compliance specialist"]
  description: "Query the certification and professional-license expiry register across the workforce and generate a tiered alert digest — grouping imminent, upcoming, and overdue renewals by business unit and credential type so managers can initiate renewal actions."
  inputs: ["Certification and license expiry register", "Employee-to-BU roster", "Renewal lead-time requirements"]
  outputs: ["Tiered renewal-deadline alert digest", "Overdue-credential escalation list"]
  automation: high
  human_in_loop: spot-check
  tools: ["LMS", "HRIS", "spreadsheet"]
  frequency: weekly
  trigger: "Show me all employee certifications and licenses expiring in the next 60 days grouped by department and credential type"

- id: monitor-board-director-annual-compliance-obligation-deadline
  title: "Monitor board director annual compliance obligation deadlines and escalate overdue items"
  domain: "Executive / Admin Support"
  roles: ["Corporate secretary", "Board administrator", "Governance and compliance officer"]
  description: "Track each board director's completion status against the annual cycle of governance obligations — conflict-of-interest disclosures, D&O questionnaires, ethics training attestations, and share-ownership certifications — and generate an overdue-item digest for escalation to the chair or general counsel."
  inputs: ["Board compliance obligation calendar", "Director completion records", "Governance policy requirements"]
  outputs: ["Overdue-obligation escalation digest", "Director compliance status matrix"]
  automation: high
  human_in_loop: approve
  tools: ["board management platform", "governance tracking system", "document management system"]
  frequency: monthly
  trigger: "Which board members are overdue on their annual conflict-of-interest disclosure or ethics training attestation?"

- id: monitor-sell-side-analyst-coverage-actions-and-produce-same
  title: "Monitor sell-side analyst coverage actions and produce same-day IR briefing"
  domain: "Communications & PR"
  roles: ["Investor relations officer", "IR analyst", "VP Investor Relations"]
  description: "Scan analyst coverage action feeds for initiations, rating upgrades and downgrades, and price-target revisions on the company and its defined peer set, and produce a same-day briefing note for IR leadership that includes consensus trend movement and notable commentary themes."
  inputs: ["Analyst coverage action feed", "Peer company list", "Prior consensus estimates"]
  outputs: ["Same-day analyst action briefing", "Consensus estimate movement summary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["IR intelligence platform", "financial data feed", "document editor"]
  frequency: daily
  trigger: "Summarize all analyst rating and price-target actions on our stock and our top five peers from today"

- id: monitor-sector-m-a-announcements-and-generate-deal-signal-di
  title: "Monitor sector M&A announcements and generate deal-signal digest with strategic rationale"
  domain: "Strategy & Consulting"
  roles: ["Corporate development analyst", "M&A associate", "Strategy manager"]
  description: "Scan deal announcement wires, SEC EDGAR S-4/DEFM14A filings, and news sources for M&A transactions in a defined sector, extract acquirer/target profiles, deal terms, and stated rationale, and produce a weekly digest highlighting strategic signals relevant to the company's own growth agenda."
  inputs: ["Deal announcement news feed", "SEC EDGAR S-4 and DEFM14A filings", "Sector definition and watchlist"]
  outputs: ["Weekly M&A deal-signal digest", "Acquirer-target profile summaries"]
  automation: high
  human_in_loop: review-before-send
  tools: ["news aggregator", "SEC filing database", "document editor"]
  frequency: weekly
  trigger: "Summarize all M&A deals announced this week in the industrial software sector including deal size and stated strategic rationale"

- id: run-adverse-impact-ratio-four-fifths-rule-analysis-on-hiring
  title: "Run adverse impact ratio (four-fifths rule) analysis on hiring selection decisions"
  domain: "Recruiting & Talent"
  roles: ["OFCCP Compliance Analyst", "HR Compliance Specialist", "Recruiting Operations"]
  description: "Apply the four-fifths (80%) rule to applicant flow data by protected class across each selection stage, flag any procedure where the selection rate falls below the threshold, and produce a summary memo for legal review before AAP submission or audit."
  inputs: ["applicant flow data by protected class and stage", "selection counts per stage", "prior year baseline"]
  outputs: ["adverse impact ratio table by stage and protected class", "flagged procedures", "summary memo"]
  automation: medium
  human_in_loop: sign-off
  tools: ["spreadsheet", "BI tool", "ATS"]
  frequency: quarterly
  trigger: "Run the 4/5ths rule analysis on this year's hiring data before we submit the AAP"

- id: assemble-aap-job-group-utilization-analysis
  title: "Assemble AAP job group utilization analysis"
  domain: "Recruiting & Talent"
  roles: ["Affirmative Action Coordinator", "HR Compliance Specialist", "Recruiting Operations"]
  description: "Cross-tabulate workforce headcount by job group against external availability estimates (census, EEOC tables) to determine underutilization rates and set annual placement goals for the Affirmative Action Plan."
  inputs: ["workforce headcount by job group and demographic category", "external availability estimates", "prior year AAP placement goals"]
  outputs: ["utilization analysis table", "underutilization determinations by job group", "placement goals for plan year"]
  automation: medium
  human_in_loop: sign-off
  tools: ["HRIS", "spreadsheet", "BI tool"]
  frequency: quarterly
  trigger: "Build this year's job group utilization table for the AAP"

- id: build-pre-boarding-contingency-monitoring-tracker
  title: "Build pre-boarding contingency monitoring tracker"
  domain: "Recruiting & Talent"
  roles: ["Recruiting Coordinator", "HR Operations Specialist", "Talent Acquisition Operations Analyst"]
  description: "Join all accepted-offer records to the status of each pending contingency—background check, drug screen, I-9 completion, IT provisioning—and surface candidates whose start date is at risk because a contingency is still open within a configurable lead-time window."
  inputs: ["accepted offer list with start dates", "background check status feed", "I-9 completion status", "IT provisioning queue"]
  outputs: ["contingency status tracker", "at-risk start-date alert list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["ATS", "HRIS", "spreadsheet"]
  frequency: daily
  trigger: "Show me all pending contingencies that could block a start date this week"

- id: design-interview-loop-architecture-for-a-new-requisition
  title: "Design interview loop architecture for a new requisition"
  domain: "Recruiting & Talent"
  roles: ["Recruiter", "Recruiting Manager", "HR Business Partner"]
  description: "Translate a role spec and available panel members into a stage-by-stage interview plan specifying round count, interviewer assignments, competency ownership per interviewer, and logistics notes — the structural design step that precedes scorecard authoring."
  inputs: ["job description and core competency list", "available panel members and expertise areas", "target interview day count"]
  outputs: ["interview loop design doc with stage map", "interviewer assignment matrix", "competency-to-interviewer coverage table"]
  automation: medium
  human_in_loop: approve
  tools: ["docs", "calendar", "ATS"]
  frequency: ad-hoc
  trigger: "Design the full interview process for this VP of Engineering role — who interviews when and for what competency"

- id: build-executive-candidate-slate-comparison-deck
  title: "Build executive candidate slate comparison deck"
  domain: "Recruiting & Talent"
  roles: ["Executive Search Associate", "Recruiting Manager"]
  description: "Compile multiple finalist candidates into a side-by-side comparison presentation for a senior stakeholder calibration meeting, structured by must-have criteria fit, interview scorecard themes, compensation expectations, and risk factors."
  inputs: ["candidate profiles and interview scorecards", "position specification", "approved compensation range"]
  outputs: ["slate comparison presentation", "calibration discussion talking points"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["presentation tool", "ATS", "docs"]
  frequency: ad-hoc
  trigger: "Build a slate deck comparing the three finalists for the CFO role ahead of tomorrow's board call"

- id: audit-agency-preferred-supplier-list-psl-performance-against
  title: "Audit agency preferred supplier list (PSL) performance against contract KPIs"
  domain: "Recruiting & Talent"
  roles: ["Recruiting Operations", "Talent Acquisition Manager", "Vendor Manager"]
  description: "Pull placement and outcome data per agency, score each against PSL contract KPIs (fill rate, time-to-fill, first-year retention proxy, fee compliance), and produce a renewal recommendation table for the annual PSL review."
  inputs: ["agency placement data from ATS", "quality-of-hire or first-year attrition data", "PSL contract terms and KPI thresholds per agency"]
  outputs: ["agency KPI scorecard", "renew/place-on-notice/remove recommendation table"]
  automation: medium
  human_in_loop: approve
  tools: ["ATS", "spreadsheet", "contract repository"]
  frequency: quarterly
  trigger: "Score our PSL agencies before the annual review and flag any underperformers"

- id: draft-employer-brand-content-briefs-from-evp-pillars
  title: "Draft employer brand content briefs from EVP pillars"
  domain: "Recruiting & Talent"
  roles: ["Employer Brand Specialist", "Talent Acquisition Marketing Specialist"]
  description: "Translate each pillar of the Employer Value Proposition framework into a structured content brief covering target persona, key messages, suggested format, proof points, and sourcing approach to guide careers page, job ad, and social content creation."
  inputs: ["EVP framework and pillar definitions", "target candidate personas", "existing careers-site content audit"]
  outputs: ["EVP content brief per pillar", "content calendar seed list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["docs", "content management system"]
  frequency: quarterly
  trigger: "Turn our EVP pillars into content briefs for the careers page refresh"

- id: draft-scoring-rubric-and-debrief-guide-for-take-home-technic
  title: "Draft scoring rubric and debrief guide for take-home technical assessments"
  domain: "Recruiting & Talent"
  roles: ["Recruiter", "Technical Hiring Manager", "Recruiting Coordinator"]
  description: "Build a standardized scoring rubric and evaluator debrief guide for a take-home work-sample exercise, mapping weighted criteria to the role's technical requirements and seniority level to reduce inter-rater inconsistency."
  inputs: ["take-home assignment brief", "role technical requirements and seniority expectations", "sample calibration submissions (if available)"]
  outputs: ["scoring rubric with criterion weights", "evaluator guidance notes", "calibration anchor examples"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["docs", "ATS"]
  frequency: ad-hoc
  trigger: "Build a scoring rubric for evaluating the React take-home we send senior frontend candidates"

- id: build-campus-recruiting-target-school-tier-list-and-semester
  title: "Build campus recruiting target-school tier list and semester events calendar"
  domain: "Recruiting & Talent"
  roles: ["University Recruiter", "Campus Recruiting Manager", "Talent Acquisition Operations Analyst"]
  description: "Rank target universities by prior-year hire quality, volume, program fit, and diversity yield, then map confirmed career fairs, info sessions, and application deadlines into a semester recruiting calendar with budget allocation by school tier."
  inputs: ["prior-year campus hire quality and volume data", "program rankings and relevant specialties", "confirmed career fair and event dates", "campus recruiting budget"]
  outputs: ["tiered target-school list with rationale", "semester events calendar", "budget allocation by school tier"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "calendar", "docs"]
  frequency: quarterly
  trigger: "Rank our target schools and build the fall campus recruiting calendar with budget splits"

- id: check-rehire-eligibility-before-advancing-a-returning-candid
  title: "Check rehire eligibility before advancing a returning candidate"
  domain: "Recruiting & Talent"
  roles: ["Recruiter", "HR Operations Specialist"]
  description: "Retrieve a candidate's prior employment record and termination reason code from the HRIS, apply the rehire-eligibility policy matrix, and produce a documented eligible or ineligible determination with any conditions or restrictions."
  inputs: ["candidate prior employment record", "termination reason code", "rehire eligibility policy"]
  outputs: ["rehire eligibility determination", "conditions or restrictions if eligible", "documentation note for ATS"]
  automation: medium
  human_in_loop: approve
  tools: ["HRIS", "ATS"]
  frequency: ad-hoc
  trigger: "This candidate worked here before — pull their record and tell me if they're eligible for rehire"

- id: draft-visa-and-immigration-sponsorship-eligibility-memo-for
  title: "Draft visa and immigration sponsorship eligibility memo for a candidate-role combination"
  domain: "Recruiting & Talent"
  roles: ["Immigration Coordinator", "Recruiting Manager", "HR Compliance Specialist"]
  description: "Assess whether a role and candidate combination qualifies for H-1B, OPT, PERM, or other sponsorship pathways; summarize approximate timelines, cost estimates, and wage-level requirements; and flag items needing outside immigration counsel review."
  inputs: ["role title and job duty description", "candidate current visa status and authorization dates", "company sponsorship policy"]
  outputs: ["sponsorship eligibility memo", "available pathway options with timelines and cost estimates", "items flagged for legal review"]
  automation: medium
  human_in_loop: sign-off
  tools: ["docs", "HRIS", "knowledge base"]
  frequency: ad-hoc
  trigger: "Can we sponsor this candidate for an H-1B and what would the timeline and cost look like?"

- id: identify-stage-level-pipeline-drop-off-patterns-and-draft-ro
  title: "Identify stage-level pipeline drop-off patterns and draft root cause memo"
  domain: "Recruiting & Talent"
  roles: ["Recruiting Operations Analyst", "Recruiting Manager"]
  description: "Analyze stage conversion data to pinpoint where candidate attrition is disproportionately high, distinguish candidate-declined losses from recruiter-passed-through attrition, and draft a prioritized root cause memo with improvement recommendations."
  inputs: ["pipeline stage conversion data by req type and source channel", "candidate decline reason codes", "time-in-stage data"]
  outputs: ["stage-level attrition analysis", "root cause memo with ranked improvement recommendations"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["BI tool", "ATS", "spreadsheet"]
  frequency: quarterly
  trigger: "Where are we losing the most candidates in the funnel and what's driving it?"

- id: generate-i-9-reverification-reminder-list-for-expiring-work
  title: "Generate I-9 reverification reminder list for expiring work authorization documents"
  domain: "Recruiting & Talent"
  roles: ["HR Operations Specialist", "Recruiting Coordinator", "Immigration Coordinator"]
  description: "Scan the I-9 log for employees whose work authorization documents expire within a configurable lead-time window (e.g., 90/60/30 days) and produce a prioritized reverification action list with required document types and deadline dates per employee."
  inputs: ["I-9 document log with expiration dates", "reverification lead-time policy", "employee roster"]
  outputs: ["prioritized reverification reminder list", "per-employee action instructions with document requirements and deadlines"]
  automation: high
  human_in_loop: spot-check
  tools: ["HRIS", "spreadsheet", "docs"]
  frequency: monthly
  trigger: "Show me everyone whose work authorization document expires in the next 90 days and what we need to do"

- id: reconcile-employee-referral-bonus-eligibility-and-flag-unpai
  title: "Reconcile employee referral bonus eligibility and flag unpaid bonuses for payroll"
  domain: "Recruiting & Talent"
  roles: ["Recruiting coordinator", "HR operations specialist", "Recruiting operations analyst"]
  description: "Cross-references the referral submission log against confirmed hires and the tenure eligibility window defined in the referral bonus policy. Identifies vested bonuses not yet submitted to payroll and produces an escalation list for payment processing."
  inputs: ["Employee referral log", "Hire and tenure records", "Referral bonus policy", "Payroll register"]
  outputs: ["Referral bonus eligibility report", "Unpaid bonus escalation list"]
  automation: high
  human_in_loop: approve
  tools: ["ATS", "HRIS", "payroll system", "spreadsheet"]
  frequency: monthly
  trigger: "Run this month's referral bonus reconciliation and flag anything that hasn't been submitted to payroll yet"

- id: draft-relocation-package-summary-and-allowance-breakdown-for
  title: "Draft relocation package summary and allowance breakdown for a candidate offer"
  domain: "Recruiting & Talent"
  roles: ["Recruiter", "Total rewards specialist", "Mobility program manager", "Talent acquisition specialist"]
  description: "For an offer that includes relocation, pulls the applicable relocation policy tier (lump-sum, managed move, core-flex), calculates the approved allowance, and drafts a candidate-facing relocation summary document to accompany the offer letter."
  inputs: ["Relocation policy tiers", "Candidate origin and destination", "Offer approval memo", "Relocation cost estimate"]
  outputs: ["Relocation package summary document", "Allowance calculation worksheet"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["HRIS", "spreadsheet", "document editor", "relocation management system"]
  frequency: ad-hoc
  trigger: "Candidate is relocating from Austin to NYC — pull together the relocation package summary to attach to her offer"

- id: compile-and-validate-eeo-1-component-1-workforce-snapshot-fo
  title: "Compile and validate EEO-1 Component 1 workforce snapshot for annual filing"
  domain: "Recruiting & Talent"
  roles: ["HR compliance analyst", "OFCCP compliance specialist", "HR data analyst"]
  description: "Extracts headcount as of the reporting snapshot date from HRIS, maps employees to EEO-1 race/ethnicity and gender categories by EEO job category, and runs validation checks for missing values and aggregate thresholds before federal portal submission."
  inputs: ["HRIS workforce snapshot", "EEO-1 job category mapping table", "Prior year filing", "EEO-1 instruction guide"]
  outputs: ["EEO-1 Component 1 data file", "Validation error report", "Pre-submission summary memo"]
  automation: medium
  human_in_loop: sign-off
  tools: ["HRIS", "spreadsheet", "EEO-1 federal reporting portal"]
  frequency: quarterly
  trigger: "EEO-1 filing period opens next month — pull the snapshot data and flag any validation errors before we submit"

- id: build-immigration-case-milestone-tracker-for-employer-sponso
  title: "Build immigration case milestone tracker for employer-sponsored employees"
  domain: "Recruiting & Talent"
  roles: ["Immigration program coordinator", "Global mobility specialist", "HR compliance analyst"]
  description: "For each active sponsorship case (H-1B, PERM, I-140, green card), documents current stage, upcoming filing deadlines, attorney action items, and visa priority dates, then generates an alert list for cases approaching critical statutory windows."
  inputs: ["Active immigration case list", "USCIS processing time estimates", "Attorney case status updates", "Priority date bulletin"]
  outputs: ["Immigration milestone tracker", "Upcoming-deadline alert report"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Immigration case management system", "spreadsheet", "document editor"]
  frequency: monthly
  trigger: "Refresh the immigration tracker and flag anyone whose H-1B extension needs to be filed in the next 90 days"

- id: build-recruiter-capacity-model-mapping-open-requisition-load
  title: "Build recruiter capacity model mapping open requisition load to recruiter bandwidth"
  domain: "Recruiting & Talent"
  roles: ["Recruiting operations analyst", "TA director", "Head of talent acquisition"]
  description: "Assigns weighted req-load scores to all open requisitions by role complexity and fill-stage, maps them against each recruiter's available hours and leave schedule, and flags over- and under-loaded assignments with a rebalancing recommendation."
  inputs: ["Open requisition list", "Requisition complexity weight table", "Recruiter headcount and leave calendar", "Historical average time-to-fill by req type"]
  outputs: ["Recruiter load heatmap", "Rebalancing recommendation list"]
  automation: medium
  human_in_loop: approve
  tools: ["ATS", "spreadsheet", "HRIS"]
  frequency: weekly
  trigger: "Can you model who is overloaded on reqs this quarter and suggest where to redistribute the load?"

- id: draft-sign-on-bonus-repayment-agreement-from-approved-offer
  title: "Draft sign-on bonus repayment agreement from approved offer parameters"
  domain: "Recruiting & Talent"
  roles: ["Recruiting coordinator", "HR generalist", "Employment counsel"]
  description: "Using the approved sign-on bonus amount, vesting schedule, and applicable jurisdiction, populates the standard clawback agreement template with candidate-specific parameters and relevant statutory references for e-signature alongside the offer package."
  inputs: ["Approved sign-on bonus terms", "Repayment agreement template library", "Jurisdiction employment law reference"]
  outputs: ["Completed sign-on bonus repayment agreement", "E-signature package"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Document editor", "e-signature platform", "contract repository"]
  frequency: ad-hoc
  trigger: "Sign-on is $30K vesting over 12 months for a California hire — generate the clawback agreement to go with the offer"

- id: produce-runsheet-and-logistics-brief-for-an-on-site-or-virtu
  title: "Produce runsheet and logistics brief for an on-site or virtual hiring event"
  domain: "Recruiting & Talent"
  roles: ["Recruiting coordinator", "Campus recruiting manager", "Employer branding specialist"]
  description: "For a career fair, open house, or virtual hiring event, assembles the master runsheet covering check-in flow, recruiter and hiring-manager assignments by role, session timings, ATS source-tracking codes, and materials inventory, plus a candidate-facing event agenda."
  inputs: ["Event date and format", "Recruiter and HM availability", "Participating roles and job codes", "Venue or virtual platform details"]
  outputs: ["Event runsheet", "Recruiter assignment grid", "Candidate event agenda", "ATS source-tracking code list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ATS", "calendar", "document editor", "event management platform"]
  frequency: ad-hoc
  trigger: "We're hosting a hiring event in Chicago in three weeks — build me a runsheet and assign recruiters to the open roles"

- id: extract-jtbd-opportunity-statements-from-user-interview-note
  title: "Extract JTBD opportunity statements from user interview notes"
  domain: "Product Management"
  roles: ["Product manager", "UX researcher", "Product designer"]
  description: "Processes raw interview transcripts or notes using the Jobs-to-be-Done framework to produce structured opportunity statements in the form 'When [situation], I want to [motivation], so I can [outcome],' ranked by recurrence frequency."
  inputs: ["interview transcripts", "research session notes", "JTBD template"]
  outputs: ["JTBD opportunity statement set", "ranked opportunity log"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["research repository", "document editor", "note-taking tool"]
  frequency: ad-hoc
  trigger: "Turn these ten interview transcripts into JTBD opportunity statements I can bring into sprint planning"

- id: draft-technical-constraints-and-assumptions-section-from-eng
  title: "Draft technical constraints and assumptions section from engineering spike notes"
  domain: "Product Management"
  roles: ["Technical product manager", "Product manager"]
  description: "Converts findings from an engineering spike into the technical constraints and assumptions section of a PRD, surfacing scope ceilings, external service dependencies, and architectural decisions the product must be compatible with."
  inputs: ["spike summary notes", "architecture diagrams", "PRD template"]
  outputs: ["PRD technical constraints section", "dependency flag list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "wiki", "ticket tracker"]
  frequency: ad-hoc
  trigger: "Write the technical constraints section for the payments PRD using the spike notes the infra team sent"

- id: build-now-next-later-roadmap-artifact-from-a-scored-backlog
  title: "Build Now/Next/Later roadmap artifact from a scored backlog"
  domain: "Product Management"
  roles: ["Product manager", "Head of product", "Product operations manager"]
  description: "Reorganizes a scored and weighted backlog export into a time-horizon Now/Next/Later structure, grouping items by strategic theme and flagging sequencing dependencies or capacity blockers."
  inputs: ["prioritized backlog export", "strategic themes document", "dependency list"]
  outputs: ["Now/Next/Later roadmap draft", "theme-grouped item table", "dependency callout list"]
  automation: medium
  human_in_loop: approve
  tools: ["roadmap tool", "spreadsheet", "presentation tool"]
  frequency: quarterly
  trigger: "Build a Now/Next/Later roadmap from our Q3 scored backlog so I can present it at all-hands"

- id: write-a-b-experiment-post-mortem-for-a-null-or-negative-resu
  title: "Write A/B experiment post-mortem for a null or negative result"
  domain: "Product Management"
  roles: ["Growth product manager", "Product manager", "Product analyst"]
  description: "Structures a post-mortem document for an experiment that returned null, negative, or inconclusive results, documenting hypothesis failure modes, confounding variables, instrumentation gaps, and revised follow-on test options."
  inputs: ["experiment brief", "statistical output report", "segment breakdown data", "hypothesis document"]
  outputs: ["experiment post-mortem document", "revised hypothesis list", "follow-on test options"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["experimentation platform", "document editor", "analytics tool"]
  frequency: ad-hoc
  trigger: "Write a post-mortem for the checkout redesign A/B test — it came back null and I need to explain why to leadership"

- id: compile-customer-advisory-board-session-brief
  title: "Compile customer advisory board session brief"
  domain: "Product Management"
  roles: ["Product manager", "Head of product", "Customer advisory board program manager"]
  description: "Assembles a structured CAB session brief covering proposed agenda, open product questions targeted for board input, relevant roadmap context, and a pre-read package for board members ahead of the meeting."
  inputs: ["roadmap snapshot", "open product questions list", "attendee list", "previous session notes"]
  outputs: ["CAB session brief", "pre-read package", "facilitation guide"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "presentation tool", "wiki"]
  frequency: quarterly
  trigger: "Put together the brief and pre-read for next month's customer advisory board session"

- id: draft-a-product-spec-amendment-for-an-approved-scope-change
  title: "Draft a product spec amendment for an approved scope change"
  domain: "Product Management"
  roles: ["Technical product manager", "Product manager", "Program manager"]
  description: "Authors a delta spec document formally recording a scope change to an already-approved PRD, capturing the original decision, what changed and why, and the downstream impact on timeline, cost, and cross-team dependencies."
  inputs: ["original PRD", "change request notes", "stakeholder decision record", "impact estimates"]
  outputs: ["spec amendment document", "change impact summary", "updated dependency list"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document editor", "wiki", "ticket tracker"]
  frequency: ad-hoc
  trigger: "Draft a spec amendment for the auth scope change we agreed to in yesterday's call"

- id: map-nps-detractor-verbatims-to-product-area-and-open-backlog
  title: "Map NPS detractor verbatims to product area and open backlog ticket"
  domain: "Product Management"
  roles: ["Product manager", "Customer insights analyst", "Product operations manager"]
  description: "Processes a batch of NPS detractor open-text responses, classifies each to a product area or journey stage, links to existing backlog tickets where a match exists, and drafts new ticket stubs for uncovered issues."
  inputs: ["NPS survey export", "product area taxonomy", "backlog export"]
  outputs: ["verbatim-to-area mapping table", "backlog linkage report", "new ticket draft stubs"]
  automation: high
  human_in_loop: spot-check
  tools: ["survey tool", "ticket tracker", "spreadsheet"]
  frequency: monthly
  trigger: "Map this month's NPS detractor responses to product areas and link them to any open tickets"

- id: build-a-competitor-changelog-surveillance-digest
  title: "Build a competitor changelog surveillance digest"
  domain: "Product Management"
  roles: ["Product manager", "Competitive intelligence analyst", "Product marketing manager"]
  description: "Aggregates recent changelog entries, release notes, and product announcements across a defined set of competitors into a summarized digest, highlighting net-new capabilities that affect competitive positioning or create customer expectation shifts."
  inputs: ["competitor changelog URLs", "release notes feeds", "prior digest", "competitor watch list"]
  outputs: ["competitor release digest", "positioning impact flags", "feature delta summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["web browser", "document editor", "feed aggregator"]
  frequency: weekly
  trigger: "Build this week's competitor changelog digest for our three main rivals and flag anything that affects our roadmap"

- id: write-developer-facing-api-changelog-from-endpoint-specifica
  title: "Write developer-facing API changelog from endpoint specification diff"
  domain: "Product Management"
  roles: ["API product manager", "Technical product manager", "Developer relations manager"]
  description: "Converts a diff between two API specification versions into a structured developer-facing changelog identifying added endpoints, modified response shapes, deprecated fields, and breaking changes with migration steps and sunset timelines."
  inputs: ["old API specification file", "new API specification file", "endpoint diff", "deprecation policy"]
  outputs: ["developer API changelog", "breaking change notice", "migration guide stub"]
  automation: high
  human_in_loop: review-before-send
  tools: ["API design tool", "document editor", "version control system"]
  frequency: ad-hoc
  trigger: "Write the developer changelog for the v3 API migration using the spec diff from engineering"

- id: assemble-feature-evidence-package-for-roadmap-review-meeting
  title: "Assemble feature evidence package for roadmap review meeting"
  domain: "Product Management"
  roles: ["Product manager", "Head of product", "Product operations manager"]
  description: "Compiles quantitative and qualitative evidence for a candidate feature into a structured evidence package covering usage signal data, customer request volume, competitive presence, and strategic alignment, to support prioritization debate."
  inputs: ["usage analytics export", "feature request log", "competitive notes", "strategic goals document"]
  outputs: ["feature evidence package", "signal summary one-pager", "gap and opportunity callouts"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["analytics tool", "spreadsheet", "document editor"]
  frequency: quarterly
  trigger: "Build the evidence package for bulk export before Monday's roadmap review — I need data, customer asks, and competitive coverage"

- id: draft-hypothesis-canvas-for-a-new-product-bet
  title: "Draft hypothesis canvas for a new product bet"
  domain: "Product Management"
  roles: ["Product manager", "Product designer", "Head of product"]
  description: "Structures a hypothesis canvas for an exploratory product bet, capturing the problem statement, target customer, assumed behavior change, riskiest assumption, leading indicator metrics, and minimum testable artifact needed to validate the bet."
  inputs: ["product brief", "customer research notes", "strategic context document"]
  outputs: ["hypothesis canvas", "riskiest assumption list", "success metric draft", "MVP definition stub"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "whiteboard tool", "wiki"]
  frequency: ad-hoc
  trigger: "Write a hypothesis canvas for the AI-assisted search idea we discussed so we can align before kicking off discovery"

- id: consolidate-internal-dogfooding-session-feedback-into-a-rank
  title: "Consolidate internal dogfooding session feedback into a ranked issue list"
  domain: "Product Management"
  roles: ["Product manager", "Product operations manager", "QA lead"]
  description: "Aggregates structured and free-text feedback from an internal employee dogfooding session, deduplicates overlapping reports, and ranks issues by severity and recurrence frequency for handoff to engineering triage."
  inputs: ["dogfooding feedback submissions", "session scope document", "severity rubric"]
  outputs: ["ranked issue list", "duplicate map", "severity-tagged feedback table", "triage-ready ticket stubs"]
  automation: high
  human_in_loop: spot-check
  tools: ["feedback form", "spreadsheet", "ticket tracker"]
  frequency: ad-hoc
  trigger: "Consolidate last week's dogfooding feedback from the internal beta and rank the issues by severity"

- id: build-persona-to-segment-alignment-map-from-survey-data
  title: "Build persona-to-segment alignment map from survey data"
  domain: "Product Management"
  roles: ["Product manager", "UX researcher", "Product marketing manager"]
  description: "Cross-tabulates survey response clusters against defined product personas to validate or revise persona boundaries, producing a segment alignment map that shows which personas are well-represented, which overlap, and which need refinement based on real behavioral data."
  inputs: ["survey export", "persona definition documents", "clustering criteria", "response demographic data"]
  outputs: ["persona-segment alignment map", "persona overlap analysis", "persona refinement recommendations"]
  automation: medium
  human_in_loop: approve
  tools: ["survey tool", "spreadsheet", "analytics tool"]
  frequency: ad-hoc
  trigger: "Use the Q2 survey data to validate whether our three personas still map to real user segments"

- id: reconcile-feature-flag-registry-with-shipped-releases-to-ide
  title: "Reconcile feature flag registry with shipped releases to identify stale toggles"
  domain: "Product Management"
  roles: ["Product manager", "Platform engineer", "Release engineer"]
  description: "Cross-reference the active feature flag registry against the release and rollout history to surface flags that are 100%-rolled-out, fully deprecated, or orphaned. Produces a stale-toggle list with age, current rollout percentage, and a recommended cleanup action per flag."
  inputs: ["feature flag registry export", "release history log", "rollout configuration records"]
  outputs: ["stale flag report", "flag cleanup recommendation list"]
  automation: high
  human_in_loop: approve
  tools: ["feature flag management platform", "release tracker", "spreadsheet"]
  frequency: monthly
  trigger: "Give me a list of feature flags we can safely clean up this sprint before the flags list gets unmanageable"

- id: draft-beta-cohort-assignment-plan-by-segment-and-rollout-pha
  title: "Draft beta cohort assignment plan by segment and rollout phase"
  domain: "Product Management"
  roles: ["Product manager", "Beta program manager", "Product operations specialist"]
  description: "Given a beta participant list and a phased rollout design, assign participants to cohorts based on segment criteria (plan tier, geography, company size, use-case maturity) and define the per-phase access schedule and exit criteria for each cohort."
  inputs: ["beta participant list", "beta program scope doc", "segment criteria", "phased rollout plan"]
  outputs: ["beta cohort assignment table", "phase access schedule", "per-cohort exit criteria"]
  automation: medium
  human_in_loop: approve
  tools: ["CRM", "spreadsheet", "project management tool"]
  frequency: ad-hoc
  trigger: "We have 80 beta applicants and three rollout phases — build the cohort assignment plan so we know who gets access when"

- id: synthesize-usability-test-session-notes-into-a-severity-rank
  title: "Synthesize usability test session notes into a severity-ranked UX findings report"
  domain: "Product Management"
  roles: ["UX researcher", "Product manager", "UX designer"]
  description: "Review structured notes or observer logs from moderated or unmoderated usability test sessions and produce a findings report that groups issues by theme, labels each with a severity rating (critical / major / minor), records observed frequency, and links each issue to the screen or task step where it occurred."
  inputs: ["usability test session notes", "task success and fail log", "screen or flow reference index"]
  outputs: ["UX findings report with severity ratings", "prioritized issue list", "recommended backlog items"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["research repository", "documentation tool", "usability testing platform"]
  frequency: ad-hoc
  trigger: "Summarize the findings across the five usability sessions we ran this week and rank the issues by severity so we can take them into sprint planning"

- id: extract-product-insight-signals-from-support-ticket-tag-dist
  title: "Extract product insight signals from support ticket tag distribution and volume trend"
  domain: "Product Management"
  roles: ["Product manager", "Customer support analyst", "Product operations specialist"]
  description: "Pull support ticket tag counts and week-over-week volume trends from the helpdesk, identify tags with statistically notable spikes or sustained elevation, and map each to a product area or known backlog item to surface actionable signals for the PM team."
  inputs: ["helpdesk ticket export with tags and timestamps", "product area taxonomy", "current backlog or known issues list"]
  outputs: ["support signal report", "product-area-mapped issue spikes", "recommended backlog actions"]
  automation: high
  human_in_loop: spot-check
  tools: ["helpdesk platform", "analytics tool", "spreadsheet", "issue tracker"]
  frequency: weekly
  trigger: "Pull last week's support ticket tags and flag anything spiking that we should look at from a product perspective"

- id: synthesize-churned-customer-exit-interview-notes-into-a-prod
  title: "Synthesize churned-customer exit interview notes into a product gap summary"
  domain: "Product Management"
  roles: ["Product manager", "Customer success manager", "User researcher"]
  description: "Aggregate notes and verbatims from exit interviews conducted with churned accounts, cluster recurring product-gap themes, and produce a structured summary that ties each gap to estimated churn volume and any open or absent backlog item."
  inputs: ["churned-customer exit interview notes", "churn record with account tier", "product backlog"]
  outputs: ["churn-driven product gap summary", "gap-to-backlog alignment table", "recommended escalations"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["research repository", "CRM", "issue tracker", "documentation tool"]
  frequency: monthly
  trigger: "We interviewed six churned enterprise accounts last quarter — synthesize the product gaps they raised and check whether any are already in the backlog"

- id: produce-pricing-tier-placement-recommendation-for-a-new-feat
  title: "Produce pricing tier placement recommendation for a new feature"
  domain: "Product Management"
  roles: ["Product manager", "Product marketing manager", "Pricing analyst"]
  description: "Given a new feature's capability description, assess which pricing tier it belongs to by applying the tier differentiation logic, benchmarking against competitive packaging, and documenting the willingness-to-pay rationale; output a one-page recommendation with a proposed tier, a packaging narrative, and a list of open questions for the pricing committee."
  inputs: ["feature spec", "current pricing tier definitions", "competitive pricing data", "willingness-to-pay research"]
  outputs: ["pricing tier placement recommendation doc", "packaging rationale narrative", "open questions for pricing committee"]
  automation: medium
  human_in_loop: sign-off
  tools: ["documentation tool", "spreadsheet", "competitive intelligence repository"]
  frequency: ad-hoc
  trigger: "Where should the new AI summary feature sit in our pricing — draft the tier placement recommendation so we can take it to the pricing review"

- id: draft-exception-and-edge-case-handling-table-for-a-feature-s
  title: "Draft exception and edge-case handling table for a feature spec"
  domain: "Product Management"
  roles: ["Product manager", "Business analyst", "QA analyst"]
  description: "Enumerate the non-happy-path scenarios for a specified feature — empty states, error conditions, concurrent-action conflicts, permission boundary cases, and data edge cases — and define the expected system behavior and user-facing message for each, to complete the spec before engineering handoff."
  inputs: ["feature PRD or spec draft", "data model description", "permission matrix", "error handling guidelines"]
  outputs: ["edge-case handling table", "updated feature spec with exception behaviors", "test scenario seed list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["documentation tool", "issue tracker"]
  frequency: ad-hoc
  trigger: "The PRD covers the happy path but engineering is asking what happens in the edge cases — draft the exception handling table so the spec is complete"

- id: draft-synergy-capture-waterfall-for-m-a-integration
  title: "Draft synergy capture waterfall for M&A integration"
  domain: "Strategy & Consulting"
  roles: ["M&A integration manager", "Corporate development analyst", "Management consultant"]
  description: "Model cost and revenue synergies phased by quarter, net of one-time integration costs, to produce a net synergy waterfall from deal close to run-rate steady state. Flags which synergies are at risk if integration milestones slip."
  inputs: ["synergy workstream estimates", "one-time integration cost assumptions", "deal timeline"]
  outputs: ["synergy waterfall model", "phased net synergy schedule", "at-risk synergy flag summary"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "financial model"]
  frequency: ad-hoc
  trigger: "Build the synergy waterfall for the TechCo acquisition showing net synergies by quarter over 3 years"

- id: triangulate-top-down-tam-against-bottoms-up-unit-economics-e
  title: "Triangulate top-down TAM against bottoms-up unit economics estimate"
  domain: "Strategy & Consulting"
  roles: ["Strategy consultant", "Corporate strategy analyst", "Strategy manager"]
  description: "Cross-validate a top-down market size (from industry reports) against a bottoms-up estimate built by multiplying addressable buyer count in the ICP definition by average contract or transaction value, then document the reconciliation gap and governing assumptions."
  inputs: ["ICP definition", "average contract value data", "industry market size reports", "customer segmentation data"]
  outputs: ["TAM triangulation model", "assumption sensitivity table", "reconciliation narrative"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "market research database"]
  frequency: ad-hoc
  trigger: "Cross-check our top-down $4B TAM estimate against a bottoms-up build from ICP count and ACV"

- id: design-okr-cascade-and-flag-vertical-alignment-gaps
  title: "Design OKR cascade and flag vertical alignment gaps"
  domain: "Strategy & Consulting"
  roles: ["OKR program manager", "Chief of staff", "VP Strategy"]
  description: "Map each company-level objective to contributing team-level OKRs, then flag orphan company objectives (no team owns a contributing OKR) and orphan team OKRs (no linkage to a company objective), producing a coverage heat map."
  inputs: ["company-level OKRs", "team-submitted OKRs for the cycle"]
  outputs: ["OKR alignment map", "orphan objective report", "coverage heat map"]
  automation: high
  human_in_loop: review-before-send
  tools: ["OKR platform", "spreadsheet"]
  frequency: quarterly
  trigger: "Check whether our team OKRs this quarter actually roll up to company objectives and flag the gaps"

- id: decompose-revenue-variance-into-price-volume-and-mix-effects
  title: "Decompose revenue variance into price, volume, and mix effects"
  domain: "Strategy & Consulting"
  roles: ["Corporate strategy analyst", "Management consultant", "FP&A analyst"]
  description: "Perform a price-volume-mix bridge analysis on two revenue periods to separate the total variance into its attributable effects, isolating whether growth is driven by pricing power, unit expansion, or portfolio mix shift."
  inputs: ["revenue data by product or segment for two periods", "unit volume data", "unit price data"]
  outputs: ["PVM bridge chart", "price-volume-mix decomposition table", "commentary on primary driver"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "BI tool"]
  frequency: monthly
  trigger: "Break down our Q2 vs Q1 revenue change into price, volume, and mix effects by product line"

- id: build-sensitivity-tornado-chart-from-dcf-assumption-ranges
  title: "Build sensitivity tornado chart from DCF assumption ranges"
  domain: "Strategy & Consulting"
  roles: ["Management consultant", "Corporate development analyst", "Strategy associate"]
  description: "Vary each key assumption in a DCF or business case model by a defined range while holding others constant, rank inputs by their output impact, and render a tornado chart to surface the assumptions that most swing the valuation or NPV."
  inputs: ["DCF or business case model", "assumption range definitions (high/low)"]
  outputs: ["tornado chart", "ranked sensitivity table", "critical assumption flagging"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "financial model"]
  frequency: ad-hoc
  trigger: "Run a tornado analysis on our acquisition DCF to show which assumptions matter most for valuation"

- id: draft-day-100-pmi-workstream-plan-post-close
  title: "Draft Day-100 PMI workstream plan post-close"
  domain: "Strategy & Consulting"
  roles: ["PMI program manager", "M&A integration manager", "Corporate development manager"]
  description: "Translate the integration thesis into discrete functional workstreams, each with milestone dates, workstream owners, and interdependency flags, covering the first 100 days after deal close. Highlights critical-path milestones and Day-1 versus Day-100 deliverables."
  inputs: ["integration thesis document", "functional workstream leads' input", "deal close timeline"]
  outputs: ["Day-100 workstream plan", "milestone tracker", "Day-1 vs Day-100 deliverable split"]
  automation: medium
  human_in_loop: approve
  tools: ["project management tool", "spreadsheet", "document editor"]
  frequency: ad-hoc
  trigger: "Build the Day-100 integration plan for the fintech acquisition closing next month including workstream owners and milestones"

- id: red-team-a-strategy-deck-against-anticipated-board-objection
  title: "Red-team a strategy deck against anticipated board objections"
  domain: "Strategy & Consulting"
  roles: ["Strategy manager", "Management consultant", "Chief of staff"]
  description: "Systematically challenge each strategic claim in a board or executive presentation by generating likely objections from a CFO, activist investor, or skeptical board member lens, then annotate slides with evidence gaps and recommended reinforcements."
  inputs: ["strategy deck draft"]
  outputs: ["annotated deck with objection flags", "evidence gap list", "recommended slide reinforcements"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["presentation software", "document editor"]
  frequency: ad-hoc
  trigger: "Red-team our annual strategy board pack before Thursday — flag where our logic is weakest"

- id: restructure-analysis-outputs-into-a-minto-pyramid-scr-brief
  title: "Restructure analysis outputs into a Minto Pyramid SCR brief"
  domain: "Strategy & Consulting"
  roles: ["Management consultant", "Strategy manager", "Strategy associate"]
  description: "Recast a set of analysis outputs or research findings into a Situation-Complication-Resolution narrative following the Minto Pyramid Principle, producing a one- to two-page executive brief with a governing thought and three supporting arguments."
  inputs: ["analysis outputs or research findings", "strategic recommendation statement"]
  outputs: ["SCR executive brief", "governing thought statement", "pyramid argument outline"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor"]
  frequency: ad-hoc
  trigger: "Rewrite our retail expansion analysis into a Minto Pyramid brief for the CEO — two pages max"

- id: compile-precedent-m-a-transaction-multiples-table-for-valuat
  title: "Compile precedent M&A transaction multiples table for valuation anchoring"
  domain: "Strategy & Consulting"
  roles: ["Corporate development analyst", "Investment banker", "Management consultant"]
  description: "Pull comparable closed M&A transactions from a deal database filtered by sector, size, and recency, normalize for non-recurring items and timing, and assemble an EV/EBITDA and EV/Revenue multiples table to anchor a valuation range discussion in an IC memo."
  inputs: ["deal screening criteria", "transaction database", "target company financials"]
  outputs: ["precedent transactions table", "implied valuation range", "multiples dispersion commentary"]
  automation: medium
  human_in_loop: approve
  tools: ["deal database", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Pull precedent SaaS transactions under $500M closed in the last 3 years and normalize the EV/EBITDA multiples for the IC memo"

- id: map-white-space-opportunities-on-a-segment-need-matrix
  title: "Map white-space opportunities on a segment-need matrix"
  domain: "Strategy & Consulting"
  roles: ["Strategy consultant", "Corporate strategy analyst", "Strategy manager"]
  description: "Plot customer segments against identified needs or jobs-to-be-done, shade cells by current competitive coverage, and surface underserved or uncontested positions that represent white-space growth opportunities."
  inputs: ["customer segment definitions", "needs or JTBD inventory", "competitor product coverage mapping"]
  outputs: ["segment-need matrix", "white-space opportunity summary", "prioritized gaps list"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "diagramming tool", "document editor"]
  frequency: ad-hoc
  trigger: "Build a segment-need matrix showing where competitors have no coverage so we can spot white space"

- id: perform-arr-growth-accounting-decomposition-into-new-expansi
  title: "Perform ARR growth accounting decomposition into new, expansion, contraction, and churn"
  domain: "Strategy & Consulting"
  roles: ["Corporate strategy analyst", "Strategy manager", "Management consultant"]
  description: "Break ARR or recurring revenue movement for a period into its four components — new logo bookings, expansion from existing customers, contraction, and churn — to reveal whether growth is driven by acquisition efficiency or net dollar retention, and to benchmark against SaaS growth accounting norms."
  inputs: ["ARR data by customer cohort for two periods", "logo-level revenue movements"]
  outputs: ["ARR bridge waterfall", "growth accounting table", "NRR and NDR calculation", "benchmark comparison"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "BI tool"]
  frequency: monthly
  trigger: "Do a growth accounting breakdown of our ARR change this quarter — new, expansion, contraction, churn"

- id: draft-operating-model-design-options-with-trade-off-summary
  title: "Draft operating model design options with trade-off summary"
  domain: "Strategy & Consulting"
  roles: ["Management consultant", "Strategy manager", "Corporate strategy analyst"]
  description: "Document two or three operating model configurations (e.g., centralized, federated, or hybrid) for a function or business unit, specifying capability placement, decision rights, governance mechanisms, and the key trade-offs on agility, cost, and control for each option."
  inputs: ["current state operating model description", "strategic objectives", "organizational constraints"]
  outputs: ["operating model options brief", "trade-off summary matrix", "recommended option with rationale"]
  automation: medium
  human_in_loop: approve
  tools: ["document editor", "diagramming tool"]
  frequency: ad-hoc
  trigger: "Draft three operating model options for our finance function — centralized, federated, and hybrid — with trade-offs for each"

- id: build-mece-issue-tree-for-a-strategy-problem-statement
  title: "Build MECE issue tree for a strategy problem statement"
  domain: "Strategy & Consulting"
  roles: ["Strategy consultant", "Engagement manager", "Corporate strategy manager"]
  description: "Decompose a client or internal problem statement into a mutually exclusive, collectively exhaustive logic tree down to testable hypotheses, checking branch completeness before any analysis workstreams begin."
  inputs: ["Problem statement", "context brief", "existing data inventory"]
  outputs: ["Issue tree diagram", "hypothesis list", "prioritized workplan inputs"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["diagramming tool", "presentation software", "document editor"]
  frequency: ad-hoc
  trigger: "Turn this client brief into a structured issue tree I can use to plan our analysis workstreams"

- id: benchmark-sg-a-cost-ratios-and-headcount-productivity-agains
  title: "Benchmark SG&A cost ratios and headcount productivity against a named peer set"
  domain: "Strategy & Consulting"
  roles: ["Strategy consultant", "Corporate strategy manager", "Corporate development manager"]
  description: "Pull SG&A line items and employee counts from public filings for a specified peer set, normalize each metric to revenue, and produce a benchmarking table with quartile bands and narrative callouts flagging outlier positions."
  inputs: ["Peer company list", "public financial filings", "headcount data"]
  outputs: ["Benchmarking table", "quartile band summary", "narrative callout slide"]
  automation: high
  human_in_loop: spot-check
  tools: ["financial data terminal", "spreadsheet", "presentation software"]
  frequency: ad-hoc
  trigger: "Build a benchmarking table for our client's SG&A and headcount productivity against these six named peers"

- id: draft-market-entry-investment-thesis-one-pager-for-ic-review
  title: "Draft market entry investment thesis one-pager for IC review"
  domain: "Strategy & Consulting"
  roles: ["Corporate development manager", "Strategy director", "M&A analyst"]
  description: "Synthesize market size, competitive dynamics, strategic rationale, and key risks into a single-page investment thesis for a new geography or product segment, formatted for investment committee circulation."
  inputs: ["Market research summary", "preliminary financial model", "competitive landscape notes"]
  outputs: ["Investment thesis one-pager", "supporting data appendix"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "presentation software", "financial model"]
  frequency: ad-hoc
  trigger: "Draft a one-page investment thesis for the Southeast Asia market entry before the IC meeting next week"

- id: score-and-rank-geographic-or-segment-expansion-candidates-on
  title: "Score and rank geographic or segment expansion candidates on a weighted-criteria screen"
  domain: "Strategy & Consulting"
  roles: ["Strategy consultant", "Corporate strategy manager", "Business development director"]
  description: "Apply a weighted scoring model across attractiveness and fit dimensions — market size, competitive intensity, regulatory ease, internal capability match — to rank a long-list of expansion options and produce an evidence-backed shortlist with rationale."
  inputs: ["Long-list of candidate markets or segments", "scoring criteria and weights", "market sizing data"]
  outputs: ["Weighted scoring matrix", "ranked shortlist", "recommendation memo"]
  automation: high
  human_in_loop: approve
  tools: ["spreadsheet", "presentation software", "research database"]
  frequency: ad-hoc
  trigger: "Score these 12 candidate markets against our expansion criteria and give me a ranked shortlist with the rationale"

- id: write-scenario-narratives-with-divergence-assumptions-for-a
  title: "Write scenario narratives with divergence assumptions for a strategic planning cycle"
  domain: "Strategy & Consulting"
  roles: ["Strategy consultant", "Corporate strategy manager", "Chief Strategy Officer"]
  description: "Author the qualitative storylines for base, upside, and downside strategic scenarios — articulating the key divergence assumptions, trigger conditions, and strategic implications of each — distinct from and prior to the quantitative financial model."
  inputs: ["Macro trend briefs", "sensitivity analysis outputs", "strategic planning assumptions"]
  outputs: ["Scenario narrative document", "divergence assumption table", "scenario planning facilitation guide"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "presentation software", "spreadsheet"]
  frequency: quarterly
  trigger: "Write up the three scenario narratives for the board planning session — what diverges in each case and why it matters strategically"

- id: map-current-capability-inventory-against-strategy-requiremen
  title: "Map current capability inventory against strategy requirements in a gap heat map"
  domain: "Strategy & Consulting"
  roles: ["Strategy consultant", "Organizational effectiveness consultant", "Chief Strategy Officer"]
  description: "Assess each organizational capability required to execute the chosen strategy against a current maturity rating, plot results on a heat map, and flag critical gaps warranting build, buy, or partner decisions."
  inputs: ["Strategy priorities document", "capability inventory", "maturity rating rubric"]
  outputs: ["Capability gap heat map", "priority investment list", "gap narrative summary"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "presentation software", "diagramming tool"]
  frequency: ad-hoc
  trigger: "Map our current capabilities against what the new three-year strategy requires and flag where we're most exposed"

- id: build-lbo-value-creation-bridge-from-acquisition-entry-to-pr
  title: "Build LBO value creation bridge from acquisition entry to projected exit"
  domain: "Strategy & Consulting"
  roles: ["Private equity associate", "Corporate development manager", "M&A analyst"]
  description: "Decompose projected equity value creation from LBO entry to target exit into discrete EBITDA growth, margin expansion, multiple arbitrage, and leverage paydown components, expressed as a waterfall bridge chart for deal summary materials."
  inputs: ["Entry financial model", "exit assumption set", "debt schedule"]
  outputs: ["Value creation bridge waterfall chart", "component attribution table", "deal summary narrative"]
  automation: high
  human_in_loop: review-before-send
  tools: ["financial model", "spreadsheet", "presentation software"]
  frequency: ad-hoc
  trigger: "Build the value creation bridge for this deal showing how we get from entry equity to the projected exit return across each driver"

- id: score-opportunity-against-meddpicc-qualification-criteria
  title: "Score opportunity against MEDDPICC qualification criteria"
  domain: "Sales & BizDev"
  roles: ["Enterprise account executive", "Sales manager", "Revenue operations analyst"]
  description: "Pull CRM notes and call transcripts for an open opportunity and systematically score each MEDDPICC element (Metrics, Economic Buyer, Decision Criteria, Decision Process, Implicate Pain, Champion, Competition), surfacing qualification gaps and recommended next actions."
  inputs: ["CRM opportunity record", "call transcripts", "email thread"]
  outputs: ["MEDDPICC scorecard", "qualification gap summary", "recommended next steps"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "conversation intelligence platform", "spreadsheet"]
  frequency: weekly
  trigger: "Score the Acme opportunity against MEDDPICC and tell me where the gaps are"

- id: personalize-outbound-sequence-from-intent-and-technographic
  title: "Personalize outbound sequence from intent and technographic signals"
  domain: "Sales & BizDev"
  roles: ["Sales development representative", "Business development representative", "Growth lead"]
  description: "Ingest a target account's detected tech stack, third-party intent topic surges, and recent job postings to rewrite the first two touches of a generic outbound sequence with specific, verifiable personalization hooks."
  inputs: ["intent data export", "technographic profile", "job posting scan", "outbound sequence template"]
  outputs: ["personalized email sequence (touches 1-2)", "personalization rationale notes"]
  automation: high
  human_in_loop: review-before-send
  tools: ["intent data platform", "sales engagement platform", "CRM"]
  frequency: daily
  trigger: "Personalize my sequence for TechCorp using their intent signals and tech stack"

- id: validate-cpq-bundle-configuration-against-product-compatibil
  title: "Validate CPQ bundle configuration against product compatibility rules"
  domain: "Sales & BizDev"
  roles: ["Deal desk analyst", "Sales engineer", "Revenue operations analyst"]
  description: "Before a quote is sent, check a multi-product line item configuration against the current product compatibility matrix, flagging incompatible SKU combinations, missing required add-ons, and minimum order quantity violations."
  inputs: ["draft quote line items", "product compatibility matrix", "SKU catalog"]
  outputs: ["configuration validation report", "flagged rule violations", "corrected line-item suggestions"]
  automation: high
  human_in_loop: spot-check
  tools: ["CPQ system", "product catalog database", "spreadsheet"]
  frequency: daily
  trigger: "Check this quote configuration before I send it — make sure the bundle is valid"

- id: validate-opportunity-stage-gate-exit-criteria-before-crm-adv
  title: "Validate opportunity stage-gate exit criteria before CRM advancement"
  domain: "Sales & BizDev"
  roles: ["Sales manager", "Revenue operations analyst", "Enterprise account executive"]
  description: "Cross-check the fields, required activities, and attached artifacts on a CRM opportunity against the stage-exit checklist for its current pipeline stage, blocking or flagging advancement until all criteria are met."
  inputs: ["CRM opportunity record", "stage-gate criteria matrix", "attached documents list"]
  outputs: ["stage readiness checklist", "list of missing criteria", "advancement recommendation"]
  automation: high
  human_in_loop: spot-check
  tools: ["CRM", "workflow automation platform"]
  frequency: weekly
  trigger: "Is this deal ready to move to Proposal stage? What criteria are missing?"

- id: build-stakeholder-influence-map-for-enterprise-deal
  title: "Build stakeholder influence map for enterprise deal"
  domain: "Sales & BizDev"
  roles: ["Enterprise account executive", "Strategic account manager", "Sales engineer"]
  description: "Map known contacts at a target account to deal roles (Economic Buyer, Champion, Technical Evaluator, Coach, Blocker), assess relationship strength and sentiment for each, and identify uncontacted power nodes from org chart data."
  inputs: ["CRM contact list", "org chart or LinkedIn data", "call notes", "deal role definitions"]
  outputs: ["stakeholder influence map", "relationship strength matrix", "coverage gap list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "sales intelligence platform", "diagramming tool"]
  frequency: ad-hoc
  trigger: "Build a stakeholder map for the Globex deal and show me who we still need to reach"

- id: audit-channel-partner-tier-compliance-against-annual-thresho
  title: "Audit channel partner tier compliance against annual thresholds"
  domain: "Sales & BizDev"
  roles: ["Channel account manager", "Partner operations analyst", "Alliance manager"]
  description: "For each reseller partner at review cycle, compare YTD sourced and influenced revenue, active certification headcount, and co-marketing spend against the tier-threshold table, and produce a downgrade/upgrade recommendation with remediation options."
  inputs: ["partner portal data export", "certification records", "co-marketing spend log", "tier requirements table"]
  outputs: ["tier compliance scorecard per partner", "upgrade/downgrade recommendations", "remediation action list"]
  automation: high
  human_in_loop: approve
  tools: ["partner relationship management system", "spreadsheet", "CRM"]
  frequency: quarterly
  trigger: "Run the quarterly partner tier compliance check and flag anyone at risk of downgrade"

- id: normalize-multi-currency-pipeline-to-base-reporting-currency
  title: "Normalize multi-currency pipeline to base reporting currency"
  domain: "Sales & BizDev"
  roles: ["Revenue operations analyst", "Sales finance analyst", "VP of Sales"]
  description: "Pull all open opportunities in non-base currencies, apply agreed FX rates (spot or budget-rate table), convert amounts, and produce a consolidated pipeline roll-up with currency-adjusted totals by stage, region, and rep."
  inputs: ["CRM pipeline export", "FX rate table or live rates", "reporting currency setting"]
  outputs: ["currency-normalized pipeline report", "FX conversion log", "stage-by-stage roll-up"]
  automation: high
  human_in_loop: spot-check
  tools: ["CRM", "spreadsheet", "financial data feed"]
  frequency: weekly
  trigger: "Normalize this week's pipeline to USD using budget FX rates and give me the stage roll-up"

- id: populate-tco-roi-model-from-prospect-supplied-inputs
  title: "Populate TCO/ROI model from prospect-supplied inputs"
  domain: "Sales & BizDev"
  roles: ["Solution consultant", "Enterprise account executive", "Value engineer"]
  description: "Take quantitative data gathered in discovery (headcount, current tool costs, error rates, cycle times) and populate a business-case model, then generate the executive narrative section with calculated payback period and three-year NPV."
  inputs: ["discovery data capture form", "ROI model template", "product benefit assumption library"]
  outputs: ["populated ROI/TCO model", "executive business case narrative", "sensitivity analysis table"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "presentation software", "CRM"]
  frequency: ad-hoc
  trigger: "Build the ROI model for Initech using the numbers we got in the discovery call"

- id: draft-poc-success-criteria-and-evaluation-scorecard
  title: "Draft POC success criteria and evaluation scorecard"
  domain: "Sales & BizDev"
  roles: ["Sales engineer", "Solution consultant", "Enterprise account executive"]
  description: "Convert a prospect's stated technical and business requirements into a formal proof-of-concept success criteria document, with weighted evaluation rubric, pass/fail thresholds, and a measurement methodology, ready for joint sign-off before the trial begins."
  inputs: ["prospect requirements notes", "call transcripts", "POC scope template"]
  outputs: ["POC success criteria document", "evaluation scorecard with weights", "measurement methodology"]
  automation: medium
  human_in_loop: approve
  tools: ["document editor", "CRM", "project management tool"]
  frequency: ad-hoc
  trigger: "Draft the POC success criteria doc for Umbrella Corp's 30-day trial"

- id: assemble-competitive-displacement-playbook-for-a-named-incum
  title: "Assemble competitive displacement playbook for a named incumbent"
  domain: "Sales & BizDev"
  roles: ["Product marketing manager", "Sales enablement manager", "Enterprise account executive"]
  description: "For a specific named competitor appearing on a new opportunity, compile a displacement playbook section with trap-setting discovery questions, feature-by-feature proof points, pricing FUD rebuttals, and reference customers who displaced that vendor."
  inputs: ["competitor intelligence database", "battlecard", "win/loss notes", "reference customer list"]
  outputs: ["displacement playbook section", "trap question list", "rebuttal guide", "matched reference customer list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["sales enablement platform", "CRM", "document editor"]
  frequency: ad-hoc
  trigger: "Build me a displacement playbook for when we're up against Vendor X in an enterprise deal"

- id: generate-forecast-call-pre-read-from-crm-commit-and-best-cas
  title: "Generate forecast call pre-read from CRM commit and best-case data"
  domain: "Sales & BizDev"
  roles: ["Sales manager", "VP of Sales", "Revenue operations analyst"]
  description: "Aggregate CRM commit, best-case, and pipeline amounts by rep and segment, compute coverage ratios against quota, flag deals that moved or went dark since the prior call, and produce a one-page pre-read briefing for the weekly forecast call."
  inputs: ["CRM pipeline snapshot", "prior week snapshot", "quota file"]
  outputs: ["forecast pre-read brief", "coverage ratio table", "movement delta list"]
  automation: high
  human_in_loop: spot-check
  tools: ["CRM", "BI reporting tool", "spreadsheet"]
  frequency: weekly
  trigger: "Pull the forecast pre-read for Thursday's call — show coverage and what moved since last week"

- id: score-and-rank-concurrent-rfp-pursuits-against-a-go-no-bid-m
  title: "Score and rank concurrent RFP pursuits against a go/no-bid matrix"
  domain: "Sales & BizDev"
  roles: ["Business development manager", "Capture manager", "Proposal manager"]
  description: "When multiple bids are open simultaneously, evaluate each against a standardized go/no-bid scoring matrix (strategic fit, win probability, resource cost, incumbent risk, margin profile) and produce a ranked pursuit prioritization recommendation."
  inputs: ["solicitation summaries", "go/no-bid matrix template", "resource availability snapshot", "historical win rates"]
  outputs: ["scored pursuit comparison table", "ranked recommendation with rationale", "resource conflict flags"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "document editor", "proposal management platform"]
  frequency: ad-hoc
  trigger: "We have four RFPs dropping this month — score them against the go/no-bid matrix and tell me which to pursue"

- id: draft-co-sell-activation-checklist-for-a-new-technology-alli
  title: "Draft co-sell activation checklist for a new technology alliance"
  domain: "Sales & BizDev"
  roles: ["Alliance manager", "Channel account manager", "Partner operations analyst"]
  description: "When onboarding a new technology alliance partner for co-sell motions, verify completion of all required commercial, technical, and enablement prerequisites (MSA execution, marketplace listing, joint solution brief, field training, CRM integration) and output a status checklist with open-item owners."
  inputs: ["alliance partner agreement", "co-sell program requirements checklist", "marketplace listing status", "training completion records"]
  outputs: ["co-sell readiness checklist", "open-item owner assignments", "estimated go-live date"]
  automation: medium
  human_in_loop: approve
  tools: ["partner relationship management system", "project management tool", "CRM"]
  frequency: ad-hoc
  trigger: "Check whether our new alliance with PartnerCo is ready to activate co-sell — what's still missing?"

- id: generate-renewal-quote-with-usage-based-upsell-configuration
  title: "Generate renewal quote with usage-based upsell configuration"
  domain: "Sales & BizDev"
  roles: ["Renewal manager", "Account executive", "Revenue operations analyst"]
  description: "Pull expiring contract details, seat counts, and product consumption data; apply renewal pricing rules and uplift tiers; and generate a renewal quote that flags over-consumed modules and recommends tier upgrades or add-on SKUs."
  inputs: ["Expiring contract", "Usage/consumption report", "Renewal pricing schedule", "Product catalog"]
  outputs: ["Renewal quote", "Upsell recommendation summary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["CPQ system", "subscription management platform", "CRM"]
  frequency: monthly
  trigger: "Build the renewal quote for Acme expiring Q3 and include upsell options based on their usage data"

- id: draft-deal-registration-submission-for-channel-partner-oppor
  title: "Draft deal registration submission for channel partner opportunity"
  domain: "Sales & BizDev"
  roles: ["Channel account manager", "Channel sales engineer", "Partner sales manager"]
  description: "Complete the vendor's partner-portal deal registration form with prospect firmographics, estimated contract value, competitive context, and partner's planned contribution to claim deal exclusivity and margin protection."
  inputs: ["Prospect qualification notes", "Deal value estimate", "Partner portal deal registration template"]
  outputs: ["Completed deal registration submission", "Deal registration confirmation record"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["partner portal", "CRM"]
  frequency: ad-hoc
  trigger: "Fill out the deal registration for the Acme opportunity I'm co-selling with our reseller partner"

- id: draft-statement-of-work-from-approved-scope-and-project-requ
  title: "Draft statement of work from approved scope and project requirements"
  domain: "Sales & BizDev"
  roles: ["Solutions consultant", "Pre-sales engineer", "Sales operations analyst"]
  description: "Convert a scoped requirements document and approved proposal into a formal Statement of Work with named deliverables, acceptance criteria, milestones, out-of-scope exclusions, and a payment schedule."
  inputs: ["Approved proposal", "Scoping session notes", "Requirements document", "SOW template"]
  outputs: ["Draft statement of work", "Milestone payment schedule"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "contract repository", "project tracker"]
  frequency: ad-hoc
  trigger: "Draft a statement of work from the approved scope for the Acme professional services engagement"

- id: evaluate-channel-partner-mdf-request-against-co-op-program-g
  title: "Evaluate channel partner MDF request against co-op program guidelines"
  domain: "Sales & BizDev"
  roles: ["Channel operations specialist", "Channel marketing manager", "Partner programs manager"]
  description: "Review a partner's Market Development Fund request—budget, proposed activities, campaign objectives—against co-op program eligibility rules and available fund balance, and produce an approve/reject recommendation with rationale."
  inputs: ["MDF request form", "Co-op program guidelines", "Partner fund balance statement", "Program activity calendar"]
  outputs: ["MDF evaluation summary", "Approve/reject recommendation with rationale"]
  automation: medium
  human_in_loop: approve
  tools: ["partner portal", "spreadsheet"]
  frequency: monthly
  trigger: "Evaluate TechPartner's MDF request for Q3 events against our co-op guidelines and flag any ineligible line items"

- id: build-outbound-target-account-list-from-icp-firmographic-and
  title: "Build outbound target account list from ICP firmographic and technographic filters"
  domain: "Sales & BizDev"
  roles: ["Sales development representative", "Business development representative", "Sales operations analyst"]
  description: "Apply ideal customer profile criteria—industry vertical, employee band, revenue range, tech-stack signals, and geography—to a raw company database to produce a prioritized outbound target account list with recommended contacts, excluding existing customers and open opportunities."
  inputs: ["ICP definition document", "Raw company/intent data feed", "Existing customer and pipeline exclusion list"]
  outputs: ["Prioritized target account list", "Contact recommendations per account"]
  automation: high
  human_in_loop: spot-check
  tools: ["CRM", "data enrichment tool", "spreadsheet"]
  frequency: weekly
  trigger: "Build me a list of 200 mid-market fintech companies in North America that match our ICP and aren't already in our CRM"

- id: reconcile-countersigned-order-form-to-crm-opportunity-record
  title: "Reconcile countersigned order form to CRM opportunity record before booking"
  domain: "Sales & BizDev"
  roles: ["Deal desk analyst", "Sales operations analyst", "Revenue operations manager"]
  description: "Verify that product SKUs, quantities, unit prices, discount levels, and effective dates on the countersigned order form exactly match the approved CRM opportunity and quote, flag discrepancies, and produce a booking-ready checklist for finance submission."
  inputs: ["Countersigned order form", "CRM opportunity record", "Approved quote"]
  outputs: ["Booking reconciliation checklist", "Discrepancy flag report"]
  automation: high
  human_in_loop: spot-check
  tools: ["CRM", "contract repository", "CPQ system"]
  frequency: ad-hoc
  trigger: "Reconcile this signed order form against the CRM opportunity and flag anything that doesn't match before I submit for booking"

- id: draft-executive-briefing-center-agenda-and-pre-read-for-stra
  title: "Draft executive briefing center agenda and pre-read for strategic account visit"
  domain: "Sales & BizDev"
  roles: ["Strategic account manager", "Enterprise account executive", "Executive briefing coordinator"]
  description: "Synthesize CRM account history, roadmap highlights, executive bios, and stated meeting objectives into a structured EBC agenda and a one-page executive pre-read for both internal presenters and visiting customer executives."
  inputs: ["CRM account history", "Product roadmap highlights", "Executive bios", "Meeting objectives brief"]
  outputs: ["EBC agenda", "Executive pre-read document"]
  automation: high
  human_in_loop: review-before-send
  tools: ["CRM", "document editor", "presentation tool"]
  frequency: ad-hoc
  trigger: "Draft the EBC agenda and executive pre-read for Acme's VP of IT visit next Thursday"

- id: audit-ledes-1998b-invoice-lines-against-client-ocg-rate-sche
  title: "Audit LEDES 1998B invoice lines against client OCG rate schedule"
  domain: "Finance & Accounting"
  roles: ["Legal Billing Specialist", "Billing Manager", "Revenue Manager"]
  description: "Parse each line item in a LEDES 1998B export against the client's approved rate card and outside counsel guideline restrictions, flagging blocked task codes, rate overages, block-billed entries, and non-compliant narrative language before submission."
  inputs: ["LEDES 1998B file", "client rate card", "outside counsel guidelines document"]
  outputs: ["invoice exception report", "revised LEDES file with flagged lines"]
  automation: high
  human_in_loop: review-before-send
  tools: ["billing system", "document parser", "spreadsheet"]
  frequency: monthly
  trigger: "Run OCG compliance check on Acme Corp's July invoice before I submit it"

- id: draft-conflicts-check-memo-from-new-matter-intake-data
  title: "Draft conflicts check memo from new matter intake data"
  domain: "Legal & Compliance"
  roles: ["Conflicts Analyst", "New Business Intake Coordinator", "Docketing Specialist"]
  description: "Extract all party names, adverse parties, and related entities from the new matter intake form, cross-reference them against the conflicts database, and draft a conflicts check memo summarizing any potential hits or material relationships for supervising partner review."
  inputs: ["new matter intake form", "conflicts database export", "existing matter party list"]
  outputs: ["conflicts check memo", "list of potential conflict hits"]
  automation: medium
  human_in_loop: approve
  tools: ["matter management system", "conflicts database", "document generator"]
  frequency: ad-hoc
  trigger: "New matter just came in for Smith v. Jones Manufacturing — run conflicts and draft the memo"

- id: perform-three-way-iolta-trust-account-reconciliation
  title: "Perform three-way IOLTA trust account reconciliation"
  domain: "Finance & Accounting"
  roles: ["Trust Accounting Specialist", "Legal Administrator", "Controller"]
  description: "Reconcile the client trust ledger, the trust bank statement, and the trust control account (general ledger) to identify any discrepancies, producing the monthly three-way reconciliation worksheet required for state bar compliance."
  inputs: ["bank statement", "client trust ledger report", "trust control account report"]
  outputs: ["three-way reconciliation worksheet", "variance line-item report"]
  automation: medium
  human_in_loop: sign-off
  tools: ["trust accounting system", "spreadsheet"]
  frequency: monthly
  trigger: "Pull the three-way trust reconciliation for June — bar audit is coming up next week"

- id: populate-engagement-letter-template-from-matter-intake-recor
  title: "Populate engagement letter template from matter intake record"
  domain: "Legal & Compliance"
  roles: ["New Business Intake Coordinator", "Managing Partner Assistant", "Paralegal"]
  description: "Merge matter-specific data from the intake record (client name, matter type, fee arrangement, billing rate, scope of representation, retainer amount) into the firm's standard engagement letter template, ready for supervising attorney review and signature."
  inputs: ["new matter intake form", "engagement letter template", "firm fee schedule"]
  outputs: ["draft engagement letter (DOCX/PDF)"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document assembly system", "matter management system"]
  frequency: ad-hoc
  trigger: "Draft the engagement letter for the new employment litigation matter with TechCo Inc."

- id: docket-deadlines-and-response-dates-from-scheduling-order
  title: "Docket deadlines and response dates from scheduling order"
  domain: "Operations & Project Mgmt"
  roles: ["Docketing Specialist", "Litigation Support Coordinator", "Paralegal"]
  description: "Extract all dates, deadlines, and hearing dates from a court-filed scheduling order, apply local rule calculations for any response periods, and enter each deadline into the docketing system with tiered reminder triggers at 30/14/7/1 days."
  inputs: ["scheduling order (PDF)", "local court rules reference", "matter docket record"]
  outputs: ["docket entries", "deadline calendar events", "reminder notification schedule"]
  automation: medium
  human_in_loop: approve
  tools: ["docketing system", "court rules database", "calendar system"]
  frequency: ad-hoc
  trigger: "The scheduling order just hit the docket on Case No. 2026-CV-1234 — enter all deadlines before end of day"

- id: audit-timesheet-entries-for-utbms-task-and-activity-code-com
  title: "Audit timesheet entries for UTBMS task and activity code compliance"
  domain: "Finance & Accounting"
  roles: ["Legal Billing Specialist", "Practice Group Administrator", "Billing Manager"]
  description: "Review a matter's open timesheet entries for proper UTBMS task-code and activity-code pairing, narrative sufficiency per client guidelines, block billing violations, and minimum increment compliance before the billing team processes the prebill."
  inputs: ["timesheet export by matter", "UTBMS code set", "client billing guidelines"]
  outputs: ["timesheet exception report", "recommended code and narrative corrections"]
  automation: high
  human_in_loop: spot-check
  tools: ["time and billing system", "rules engine"]
  frequency: weekly
  trigger: "Check this week's time entries on the Morrison litigation for code and narrative compliance before the billing run"

- id: compile-deposition-exhibit-index-with-bates-ranges-from-mark
  title: "Compile deposition exhibit index with Bates ranges from marked documents"
  domain: "Operations & Project Mgmt"
  roles: ["Litigation Support Specialist", "Trial Preparation Coordinator", "Paralegal"]
  description: "Generate a sequentially numbered exhibit list from the deposition prep folder, capturing each exhibit's description, Bates range, source custodian, and document date, formatted for use during the deposition and subsequent court filings."
  inputs: ["deposition exhibit folder (Bates-stamped PDFs)", "deposition outline", "custodian list"]
  outputs: ["numbered exhibit index (spreadsheet/table)"]
  automation: high
  human_in_loop: spot-check
  tools: ["document management system", "PDF processor", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Build the exhibit index for next Tuesday's Henderson deposition from the marked documents in the prep folder"

- id: summarize-outside-counsel-guideline-restrictions-for-newly-a
  title: "Summarize outside counsel guideline restrictions for newly assigned matter"
  domain: "Legal & Compliance"
  roles: ["Practice Group Administrator", "Billing Manager", "Associate Attorney"]
  description: "Extract and summarize client-specific OCG requirements relevant to a newly opened matter: staffing approval thresholds, timekeeper rate caps by seniority level, approved and excluded UTBMS codes, expense pre-approval limits, and required billing narrative formats."
  inputs: ["client outside counsel guidelines document", "matter intake details", "client rate card"]
  outputs: ["OCG compliance summary memo"]
  automation: high
  human_in_loop: spot-check
  tools: ["document parser", "matter management system"]
  frequency: ad-hoc
  trigger: "Pull the key billing and staffing restrictions from Goldman's OCGs before we staff up the new M&A deal"

- id: draft-retainer-replenishment-notice-when-trust-balance-falls
  title: "Draft retainer replenishment notice when trust balance falls below threshold"
  domain: "Finance & Accounting"
  roles: ["Trust Accounting Specialist", "Billing Manager", "Client Relations Coordinator"]
  description: "Identify client trust accounts whose balance has dropped below the agreed replenishment trigger, then draft a state-bar-compliant replenishment demand letter showing the current balance, requested deposit amount, and firm wire/check payment instructions."
  inputs: ["trust ledger balance report", "engagement letter (retainer terms)", "firm letterhead template"]
  outputs: ["draft retainer replenishment notice letter"]
  automation: high
  human_in_loop: review-before-send
  tools: ["trust accounting system", "document generator"]
  frequency: weekly
  trigger: "Flag all trust accounts below the replenishment threshold and draft the demand letters for tomorrow's mail"

- id: qc-e-discovery-vendor-processing-report-against-agreed-proce
  title: "QC e-discovery vendor processing report against agreed processing specifications"
  domain: "Operations & Project Mgmt"
  roles: ["E-Discovery Manager", "Litigation Support Specialist", "Technology-Assisted Review Coordinator"]
  description: "Compare a vendor's processing completion report against the signed processing specifications (de-NIST settings, deduplication scope, near-native versus image rendering, load file format, exception handling) and flag any deviations before ingesting the data into the review platform."
  inputs: ["vendor processing report", "processing specifications document", "load file manifest"]
  outputs: ["processing QC checklist", "deviation report for vendor"]
  automation: medium
  human_in_loop: approve
  tools: ["e-discovery platform", "document management system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "The vendor just delivered the Apex collection — check the processing report against our specs before we load it"

- id: generate-privilege-log-entries-from-review-platform-coding-e
  title: "Generate privilege log entries from review platform coding export"
  domain: "Legal & Compliance"
  roles: ["E-Discovery Manager", "Document Review Attorney", "Privilege Review Coordinator"]
  description: "Transform a review platform coding export of withheld and redacted documents into a formatted privilege log, populating each entry with document metadata, privilege basis (attorney-client, work product), author, recipient, and description sufficient to withstand a challenge."
  inputs: ["review platform coding export (withheld documents)", "privilege log template", "matter party and counsel list"]
  outputs: ["formatted privilege log (Excel/CSV)", "redaction log (if applicable)"]
  automation: high
  human_in_loop: review-before-send
  tools: ["e-discovery platform", "document parser", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Export all privileged documents from the Apex review set and generate the privilege log for the production response"

- id: prepare-annual-timekeeper-rate-increase-submission-per-clien
  title: "Prepare annual timekeeper rate increase submission per client OCG format"
  domain: "Sales & BizDev"
  roles: ["Billing Manager", "Pricing Analyst", "Practice Group Leader"]
  description: "Compile updated timekeeper rates, format them according to each client's OCG-specified submission template (name, bar admission year, title, new rate, justification narrative), and assemble the annual rate notification package for each client's legal ops team."
  inputs: ["updated timekeeper roster with proposed rates", "client OCG rate submission requirements", "prior year approved rate schedule"]
  outputs: ["rate increase submission package (per client format)", "rate change delta summary"]
  automation: medium
  human_in_loop: approve
  tools: ["billing system", "document generator", "spreadsheet"]
  frequency: quarterly
  trigger: "Prepare the 2027 rate submissions for our top 10 clients following their individual OCG formats"

- id: generate-matter-budget-variance-report-by-ledes-phase-agains
  title: "Generate matter budget variance report by LEDES phase against approved budget"
  domain: "Finance & Accounting"
  roles: ["Practice Group Administrator", "Billing Manager", "Matter Supervisor"]
  description: "Compare actual billed and unbilled time and expenses on a matter against the approved budget broken down by LEDES phase and task code, calculating burn percentages and flagging any phase approaching or exceeding its allocated budget threshold."
  inputs: ["approved matter budget (by phase/task)", "current WIP and AR report", "LEDES phase code mapping"]
  outputs: ["budget variance report by phase", "budget burn summary with overage flags"]
  automation: high
  human_in_loop: spot-check
  tools: ["billing system", "matter management system", "spreadsheet"]
  frequency: monthly
  trigger: "Run the budget variance report on the Johnson securities litigation — we're supposed to be at the halfway mark of the Phase II budget"

- id: reconcile-intercarrier-compensation-invoice-against-access-d
  title: "Reconcile intercarrier compensation invoice against access detail records"
  domain: "Finance & Accounting"
  roles: ["Intercarrier Settlements Analyst", "Revenue Assurance Analyst", "Wholesale Billing Analyst"]
  description: "Compare a monthly intercarrier compensation (ICC) invoice from an originating or terminating carrier against internal access detail records (ADRs) to identify minute variances, rate mismatches, and disputed charges. Produces a structured dispute memo citing specific traffic periods and ICA rate differentials."
  inputs: ["ICC invoice (PDF or EDI)", "Access detail records extract (CSV)", "Interconnection agreement rate schedule"]
  outputs: ["Variance summary report", "Dispute line-item exhibit"]
  automation: medium
  human_in_loop: approve
  tools: ["billing system", "document parser", "spreadsheet"]
  frequency: monthly
  trigger: "Carrier X sent their June ICC invoice — reconcile it against our ADR data and flag any minutes that don't match our ICA rates."

- id: validate-lsr-for-completeness-before-ilec-submission
  title: "Validate LSR for completeness before ILEC submission"
  domain: "Operations & Project Mgmt"
  roles: ["Provisioning Specialist", "Local Service Representative", "Order Management Analyst"]
  description: "Check a Local Service Request (LSR) against the ILEC's ordering guide for missing or invalid fields — including ACT code, REQTYP, CCNA, and rate center — before electronic submission. Outputs a clean validated record or a structured exception list requiring correction."
  inputs: ["LSR electronic data record", "ILEC ordering guide", "Rate center reference table"]
  outputs: ["Validated LSR", "Pre-submission error exception list"]
  automation: high
  human_in_loop: spot-check
  tools: ["OSS/BSS platform", "order validation engine"]
  frequency: daily
  trigger: "Run a pre-submission check on this LSR batch before we send it to the ILEC tonight."

- id: parse-foc-response-and-update-provisioning-due-date-tracker
  title: "Parse FOC response and update provisioning due-date tracker"
  domain: "Operations & Project Mgmt"
  roles: ["Provisioning Coordinator", "Order Management Analyst"]
  description: "Extract confirmed due dates, circuit IDs, and jeopardy flags from a Firm Order Commitment (FOC) response received from the ILEC and update the open order tracker. Flag any orders where the FOC date has slipped beyond the customer commit date."
  inputs: ["FOC response (EDI or email)", "Open order tracker"]
  outputs: ["Updated provisioning tracker entries", "Jeopardy alert list"]
  automation: high
  human_in_loop: spot-check
  tools: ["email parser", "OSS platform", "spreadsheet"]
  frequency: daily
  trigger: "We just got an FOC back from the ILEC — update the tracker with the confirmed dates and flag anything that slipped past the customer promise date."

- id: calculate-sla-credit-for-mpls-circuit-outage
  title: "Calculate SLA credit for MPLS circuit outage"
  domain: "Finance & Accounting"
  roles: ["SLA Administrator", "Revenue Assurance Analyst", "Service Assurance Manager"]
  description: "Compute the credit amount owed to an enterprise customer for an MPLS circuit outage by applying contracted MTTR thresholds and credit tiers against the outage duration from the trouble ticket log and the circuit's monthly recurring charge (MRC)."
  inputs: ["Trouble ticket log with timestamps", "MSA/SLA schedule", "Circuit MRC from invoice"]
  outputs: ["SLA credit calculation worksheet", "Credit memo draft"]
  automation: high
  human_in_loop: review-before-send
  tools: ["ticketing system", "billing system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Customer ABC's MPLS circuit was down for 6 hours last Tuesday — calculate the SLA credit and draft the credit memo."

- id: prepare-fcc-form-477-broadband-deployment-data-for-submissio
  title: "Prepare FCC Form 477 broadband deployment data for submission"
  domain: "Legal & Compliance"
  roles: ["Regulatory Affairs Analyst", "Network Planning Engineer", "Compliance Manager"]
  description: "Aggregate broadband availability data by census block, verify technology codes and speed tier classifications, and format the submission-ready Form 477 fixed broadband deployment CSV for FCC upload. Run QA checks against the prior filing to catch block-level anomalies."
  inputs: ["Network infrastructure database export", "Prior Form 477 submission", "Census block reference file"]
  outputs: ["Form 477 broadband deployment CSV", "QA exception report"]
  automation: medium
  human_in_loop: sign-off
  tools: ["GIS platform", "network inventory system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "The Form 477 deadline is in two weeks — pull the broadband deployment data and prep the census-block CSV for my review."

- id: abstract-key-terms-from-cell-site-license-agreement
  title: "Abstract key terms from cell site license agreement"
  domain: "Legal & Compliance"
  roles: ["Cell Site Lease Administrator", "Real Estate Portfolio Manager", "Tower Asset Manager"]
  description: "Extract critical economic and operational terms from a cell site license agreement (CSLA) — commencement date, annual rent escalator, initial term and option periods, notice addresses, ground lessor access rights, and removal obligations — and populate the standard lease abstract template."
  inputs: ["Cell site license agreement (PDF)", "Lease abstract template"]
  outputs: ["Populated lease abstract", "Key-dates calendar entry"]
  automation: high
  human_in_loop: spot-check
  tools: ["document parser", "contract management system"]
  frequency: ad-hoc
  trigger: "We just closed on the new tower site in Austin — abstract the ground lease and add it to the portfolio tracker."

- id: monitor-spectrum-license-expirations-and-draft-renewal-remin
  title: "Monitor spectrum license expirations and draft renewal reminders"
  domain: "Legal & Compliance"
  roles: ["Spectrum Manager", "Regulatory Affairs Analyst", "Licensing Coordinator"]
  description: "Scan the active spectrum license inventory for licenses expiring within a rolling 18-month window, cross-reference against FCC ULS records to confirm license status, and generate renewal reminder memos directed to the responsible engineers and the regulatory team."
  inputs: ["Spectrum license inventory (CSV)", "FCC ULS data export"]
  outputs: ["Expiry alert report", "Renewal reminder memos per license holder"]
  automation: high
  human_in_loop: spot-check
  tools: ["license management system", "FCC ULS data feed", "email"]
  frequency: monthly
  trigger: "Pull all spectrum licenses expiring before the end of next year and draft renewal reminders to the responsible engineers."

- id: reconcile-billed-revenues-to-usf-form-499-q-contribution-bas
  title: "Reconcile billed revenues to USF Form 499-Q contribution base"
  domain: "Finance & Accounting"
  roles: ["Regulatory Finance Analyst", "Revenue Assurance Analyst", "Compliance Manager"]
  description: "Compare end-of-quarter billed revenues disaggregated by revenue category against the USAC Worksheet 1 contribution base, ensuring accurate interstate and international revenue classification before the quarterly FCC Form 499-Q filing deadline."
  inputs: ["Billed revenue extract by category", "Prior 499-Q worksheet", "Revenue disaggregation model"]
  outputs: ["Reconciled 499-Q Worksheet 1", "Revenue variance flagging report"]
  automation: medium
  human_in_loop: sign-off
  tools: ["billing system", "spreadsheet", "regulatory reporting platform"]
  frequency: quarterly
  trigger: "Q2 just closed — reconcile the billed revenue categories against our 499-Q worksheet before the USAC filing deadline."

- id: triage-noc-trouble-tickets-by-circuit-id-and-sla-tier
  title: "Triage NOC trouble tickets by circuit ID and SLA tier"
  domain: "Operations & Project Mgmt"
  roles: ["Network Operations Center Analyst", "Network Engineer", "Service Assurance Manager"]
  description: "Parse incoming trouble tickets from the NOC queue, extract affected circuit IDs and customer SLA tiers from the inventory database, assign priority levels per the escalation matrix, and route each ticket to the appropriate repair team or on-call engineer."
  inputs: ["Raw trouble ticket queue export", "Circuit inventory with SLA tier mapping", "Escalation matrix"]
  outputs: ["Prioritized ticket list with routing assignments", "High-severity escalation alerts"]
  automation: high
  human_in_loop: spot-check
  tools: ["ticketing system", "network inventory system", "alerting platform"]
  frequency: daily
  trigger: "We had 40 new trouble tickets come in overnight — triage them by SLA tier and circuit and route to the right teams."

- id: generate-dunning-notices-for-consumer-and-smb-accounts-past
  title: "Generate dunning notices for consumer and SMB accounts past 60-day threshold"
  domain: "Finance & Accounting"
  roles: ["Collections Specialist", "Accounts Receivable Manager", "Revenue Assurance Analyst"]
  description: "Identify consumer and SMB accounts with outstanding balances beyond 60 days, apply the appropriate dunning-level logic (first notice, final notice, or service suspension warning) based on prior dunning history, and generate personalized letters for batch dispatch."
  inputs: ["AR aging report", "Customer account data", "Dunning letter templates", "Prior dunning history"]
  outputs: ["Batch dunning letters (PDF/email)", "Service suspension candidate list"]
  automation: high
  human_in_loop: spot-check
  tools: ["billing system", "CRM", "document generation platform"]
  frequency: weekly
  trigger: "Pull all accounts 60-plus days past due and generate the appropriate dunning letters for this week's collections run."

- id: draft-reciprocal-compensation-dispute-letter-to-terminating
  title: "Draft reciprocal compensation dispute letter to terminating carrier"
  domain: "Legal & Compliance"
  roles: ["Intercarrier Settlements Analyst", "Wholesale Relations Manager", "Regulatory Affairs Analyst"]
  description: "Draft a formal written dispute to a terminating carrier citing specific disputed minutes, applicable ICC rate sections from the interconnection agreement (ICA), the per-minute rate differential, and the total claimed overbilling, referencing the ICA arbitration clause for resolution."
  inputs: ["ICC variance summary", "Interconnection agreement (relevant sections)", "Billing period ADR detail", "Rate tariff pages"]
  outputs: ["Draft dispute letter", "Supporting exhibits list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "contract management system"]
  frequency: ad-hoc
  trigger: "Carrier Y is overbilling us on reciprocal comp again — draft a dispute letter citing the June ADR variance and the applicable ICA rate."

- id: draft-cpni-annual-certification-for-fcc-filing
  title: "Draft CPNI annual certification for FCC filing"
  domain: "Legal & Compliance"
  roles: ["Regulatory Affairs Manager", "Compliance Counsel", "Privacy Officer"]
  description: "Prepare the annual Customer Proprietary Network Information (CPNI) certification per 47 CFR § 64.2009(e), summarizing opt-out rates, safeguard practices implemented during the year, and any data breach incidents, ready for officer signature and FCC submission."
  inputs: ["CPNI audit log", "Opt-out rate statistics", "Prior year certification", "Breach incident register"]
  outputs: ["Draft CPNI certification document", "Supporting statistical exhibit"]
  automation: medium
  human_in_loop: sign-off
  tools: ["compliance management system", "document editor"]
  frequency: ad-hoc
  trigger: "It's February — draft our CPNI certification for FCC filing using last year's template and the new opt-out stats from the billing team."

- id: draft-win-back-proposals-for-recently-churned-enterprise-acc
  title: "Draft win-back proposals for recently churned enterprise accounts"
  domain: "Sales & BizDev"
  roles: ["Enterprise Account Manager", "Retention Specialist", "Customer Success Manager"]
  description: "Identify enterprise accounts that disconnected in the past 90 days, review their former service mix and churn reason codes, and draft personalized win-back proposals featuring targeted pricing adjustments or service upgrades aligned to the stated churn driver."
  inputs: ["Churn report (90-day)", "Reason-for-churn codes", "Former account service detail", "Current rate card"]
  outputs: ["Personalized win-back proposal letters", "Prioritized opportunity list for sales team"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "billing system", "document editor"]
  frequency: monthly
  trigger: "Pull all enterprise churns from Q1 and draft win-back proposals for accounts that left citing price or service quality issues."

- id: reconcile-floor-plan-statement-against-dms-vehicle-inventory
  title: "Reconcile floor-plan statement against DMS vehicle inventory"
  domain: "Finance & Accounting"
  roles: ["Dealer Controller", "Finance Director"]
  description: "Cross-references the floor-plan lender's funded VIN list against the dealer's DMS vehicle inventory, flagging sold units still on plan and vehicles not yet curtailed per the aging schedule."
  inputs: ["floor-plan lender statement", "DMS inventory export"]
  outputs: ["variance report", "sold-not-paid VIN list", "curtailment schedule"]
  automation: high
  human_in_loop: approve
  tools: ["DMS", "spreadsheet", "floor-plan lender portal"]
  frequency: monthly
  trigger: "Pull the floor plan statement from the lender and flag any VINs we've sold that haven't been paid off yet."

- id: match-oem-retail-incentive-programs-to-closed-deal-jackets
  title: "Match OEM retail incentive programs to closed deal jackets"
  domain: "Finance & Accounting"
  roles: ["F&I Manager", "Finance Director", "Dealer Principal"]
  description: "Verifies each closed retail deal has claimed the correct OEM incentive stack—conquest cash, loyalty rebate, dealer cash, APR subvention—against current program rules and customer eligibility before the claim window closes."
  inputs: ["OEM incentive program bulletin", "DMS deal jacket export", "customer eligibility data"]
  outputs: ["incentive discrepancy report", "missed-incentive alert list", "resubmission queue"]
  automation: high
  human_in_loop: spot-check
  tools: ["DMS", "OEM incentive portal", "spreadsheet"]
  frequency: weekly
  trigger: "Check last week's deliveries against the current OEM incentive programs and flag any deals where we left money on the table."

- id: audit-risc-packet-for-lender-stipulations-before-funding-sub
  title: "Audit RISC packet for lender stipulations before funding submission"
  domain: "Finance & Accounting"
  roles: ["F&I Manager", "Finance Director"]
  description: "Reviews each Retail Installment Sales Contract packet against the lender's stipulation checklist—proof of insurance, income verification, trade payoff letter—and flags missing items before submitting to the funding department."
  inputs: ["lender stip sheet", "signed RISC", "deal jacket documents"]
  outputs: ["missing-document checklist", "funding-ready status flag per deal"]
  automation: high
  human_in_loop: review-before-send
  tools: ["DMS", "document management system", "lender portal"]
  frequency: daily
  trigger: "Check the deals we submitted today and make sure we have everything the lender needs before the funding cutoff."

- id: reconcile-parts-core-return-credits-on-vendor-statement
  title: "Reconcile parts core return credits on vendor statement"
  domain: "Finance & Accounting"
  roles: ["Parts Manager", "Dealer Controller"]
  description: "Matches open core charge debits against received credit memos on the parts vendor statement, surfacing cores returned without credit and credits posted without a matched return receipt."
  inputs: ["parts vendor statement", "core return receipts", "DMS parts ledger"]
  outputs: ["reconciled core credit report", "disputed items list"]
  automation: high
  human_in_loop: spot-check
  tools: ["DMS", "parts vendor portal", "spreadsheet"]
  frequency: monthly
  trigger: "Reconcile our core credits for last month—I think we're missing credits on several returns."

- id: match-holdback-credit-memo-to-monthly-new-vehicle-sales-log
  title: "Match holdback credit memo to monthly new vehicle sales log"
  domain: "Finance & Accounting"
  roles: ["Dealer Controller", "Dealer Principal"]
  description: "Confirms each OEM holdback payment received corresponds to sold VINs in the monthly sales log, identifying vehicles paid out of holdback without a matched sale or sold units missing holdback credit."
  inputs: ["OEM holdback credit memo", "DMS new vehicle sales report"]
  outputs: ["holdback reconciliation report", "exception VIN list"]
  automation: high
  human_in_loop: spot-check
  tools: ["DMS", "OEM dealer portal", "spreadsheet"]
  frequency: monthly
  trigger: "The holdback check came in—match it against last month's new car sales and flag anything that doesn't line up."

- id: audit-title-packet-completeness-before-dmv-batch-submission
  title: "Audit title packet completeness before DMV batch submission"
  domain: "Legal & Compliance"
  roles: ["Title Clerk", "Office Manager"]
  description: "Checks each finalized deal's title packet for required documents—signed odometer disclosure, lien release, bill of sale, POA if applicable—and flags missing items or incorrect dates before batch DMV submission."
  inputs: ["deal jacket title documents", "state DMV submission checklist"]
  outputs: ["missing-document list per deal", "submission-ready packet list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["DMS", "document management system"]
  frequency: daily
  trigger: "Run the title packets from Friday's deals through the checklist before we send the batch to the DMV tomorrow."

- id: flag-dealer-compliance-scorecard-exceptions-for-oem-audit-pr
  title: "Flag dealer compliance scorecard exceptions for OEM audit prep"
  domain: "Legal & Compliance"
  roles: ["Dealer Principal", "Fixed Operations Manager", "General Sales Manager"]
  description: "Reviews the OEM dealer standards scorecard—CSI thresholds, facility requirements, certified pre-owned compliance, required training completion—and drafts an exception report with corrective action notes ahead of the scheduled dealer review."
  inputs: ["OEM dealer standards scorecard", "training completion records", "CSI score report"]
  outputs: ["out-of-standard exception report", "corrective action summary"]
  automation: medium
  human_in_loop: approve
  tools: ["OEM dealer portal", "LMS", "DMS", "word processor"]
  frequency: quarterly
  trigger: "Our annual dealer review is next month—pull the compliance scorecard and list every item we're out of standard on."

- id: generate-open-recall-vin-sweep-and-draft-customer-outreach
  title: "Generate open-recall VIN sweep and draft customer outreach"
  domain: "Customer Success & Support"
  roles: ["Service Manager", "BDC Manager"]
  description: "Queries the OEM's open safety and emissions recall campaign list against active customer VINs in the DMS, then drafts personalized owner outreach for vehicles with outstanding recall campaigns not yet scheduled."
  inputs: ["OEM open recall campaign list", "DMS customer and VIN database"]
  outputs: ["affected-VIN list", "draft customer outreach messages"]
  automation: high
  human_in_loop: review-before-send
  tools: ["DMS", "OEM recall portal", "CRM", "email platform"]
  frequency: weekly
  trigger: "Run a sweep for open recalls on vehicles in our customer database and draft outreach for anyone we haven't contacted yet."

- id: draft-warranty-goodwill-authorization-request-to-oem
  title: "Draft warranty goodwill authorization request to OEM"
  domain: "Customer Success & Support"
  roles: ["Service Manager", "Warranty Administrator"]
  description: "Drafts a goodwill exception request to the OEM for a repair on an out-of-warranty vehicle, citing repair history, causal failure narrative, customer loyalty data, and requested labor and parts authorization amounts."
  inputs: ["repair order", "vehicle service history", "customer loyalty profile", "OEM goodwill policy guide"]
  outputs: ["goodwill request letter", "supporting document packet"]
  automation: medium
  human_in_loop: approve
  tools: ["DMS", "OEM dealer portal", "word processor"]
  frequency: ad-hoc
  trigger: "The customer is out of warranty on a transmission failure—help me draft a goodwill request to the OEM."

- id: categorize-csi-verbatim-survey-comments-by-complaint-type
  title: "Categorize CSI verbatim survey comments by complaint type"
  domain: "Customer Success & Support"
  roles: ["Service Director", "General Sales Manager", "Dealer Principal"]
  description: "Parses incoming OEM Customer Satisfaction Index verbatim responses, assigns each comment a category (write-up clarity, wait time, price transparency, repair quality), and flags low-score or derogatory responses for manager follow-up."
  inputs: ["OEM CSI verbatim report export"]
  outputs: ["categorized comment summary", "escalation list", "trend report by category"]
  automation: high
  human_in_loop: spot-check
  tools: ["OEM survey portal", "spreadsheet", "DMS"]
  frequency: weekly
  trigger: "Pull last week's CSI verbatims and sort them by complaint type so I can see what our service customers are most upset about."

- id: flag-stair-step-incentive-shortfall-and-project-units-needed
  title: "Flag stair-step incentive shortfall and project units needed"
  domain: "Sales & BizDev"
  roles: ["General Sales Manager", "Dealer Principal", "New Car Manager"]
  description: "Compares month-to-date retail delivery volume against active OEM stair-step tier thresholds, calculates the per-unit bonus delta between the current and next tier, and projects whether the target is achievable by month-end."
  inputs: ["OEM stair-step program bulletin", "DMS month-to-date retail delivery report"]
  outputs: ["tier gap analysis", "per-unit bonus projection", "attainability assessment"]
  automation: medium
  human_in_loop: spot-check
  tools: ["DMS", "OEM incentive portal", "spreadsheet"]
  frequency: weekly
  trigger: "Where are we on the stair-step this month and how many more units do we need to hit the next tier?"

- id: audit-customer-pay-vs-warranty-pay-line-splits-on-closed-rep
  title: "Audit customer-pay vs. warranty-pay line splits on closed repair orders"
  domain: "Operations & Project Mgmt"
  roles: ["Service Director", "Fixed Operations Manager", "Warranty Administrator"]
  description: "Reviews closed repair orders where a single visit contains both customer-pay and warranty-pay lines, verifying correct labor and parts allocation per pay type and flagging any warranty-covered charges incorrectly billed to the customer."
  inputs: ["DMS closed repair order export"]
  outputs: ["misallocated RO list", "CP/WP correction queue"]
  automation: high
  human_in_loop: spot-check
  tools: ["DMS", "spreadsheet"]
  frequency: weekly
  trigger: "Run the CP/WP split audit on last week's closed ROs—I want to catch any warranty labor that landed on customer pay."

- id: reconcile-technician-flat-rate-flag-hours-before-payroll-pro
  title: "Reconcile technician flat-rate flag hours before payroll processing"
  domain: "HR & People Ops"
  roles: ["Service Director", "Fixed Operations Manager", "Dealer Controller"]
  description: "Reconciles each flat-rate technician's DMS-clocked flag hours against the OEM labor time guide hours for completed repair order lines, identifying discrepancies that affect gross pay calculation before the payroll run."
  inputs: ["DMS technician time clock report", "repair order labor line report", "OEM labor time guide"]
  outputs: ["technician hour variance report", "payroll correction list"]
  automation: high
  human_in_loop: approve
  tools: ["DMS", "payroll system", "spreadsheet"]
  frequency: weekly
  trigger: "Pull the flag hours for all my techs before payroll runs Friday and flag anyone whose DMS hours don't match what they turned."

- id: draft-technology-control-plan-for-foreign-national-program-a
  title: "Draft Technology Control Plan for foreign national program access"
  domain: "Legal & Compliance"
  roles: ["ITAR Compliance Officer", "Technology Control Officer", "Export Compliance Manager"]
  description: "Generate a Technology Control Plan (TCP) documenting physical, procedural, and IT controls restricting a foreign national employee's access to ITAR-controlled technical data on a specific program. Incorporates export authorization type, access limitations by USML category, and signed acknowledgment requirements."
  inputs: ["Employee nationality and visa status", "Export authorization number", "Program USML commodity list", "Facility access plan"]
  outputs: ["Draft Technology Control Plan", "Employee acknowledgment checklist"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document management system", "export compliance management system"]
  frequency: ad-hoc
  trigger: "Draft a TCP for our new German national starting on the F-35 subcontract next month"

- id: reconcile-direct-labor-timecards-against-clin-wbs-structure
  title: "Reconcile direct labor timecards against CLIN/WBS structure"
  domain: "Finance & Accounting"
  roles: ["DCAA Compliance Analyst", "Government Contracts Accountant", "Contract Cost Analyst"]
  description: "Cross-reference employee timecard charges against the contract's Contract Line Item Number (CLIN) and Work Breakdown Structure (WBS) hierarchy to identify mischarges or unallocated labor before the weekly cost period close. Flags anomalies for supervisor review in advance of a DCAA floor check."
  inputs: ["Timecard extract", "Contract CLIN/WBS dictionary", "Labor category mappings", "Contract number"]
  outputs: ["Mischarged labor exception report", "Corrective timecard action list"]
  automation: high
  human_in_loop: spot-check
  tools: ["timekeeping system", "cost accounting system", "contract management system"]
  frequency: weekly
  trigger: "Flag any direct labor timecards charged to the wrong CLIN for contract W58RGZ-21-C-0001 this week"

- id: generate-cdrl-deliverable-status-report-from-dd-form-1423-re
  title: "Generate CDRL deliverable status report from DD Form 1423 register"
  domain: "Operations & Project Mgmt"
  roles: ["Program Control Analyst", "CDRL Manager", "Data Manager"]
  description: "Pull current submission dates, recipient codes, and distribution statements from the DD Form 1423 register and compare against contractual due dates to produce a past-due and at-risk deliverables summary, noting any DIDs (Data Item Descriptions) requiring format updates."
  inputs: ["DD Form 1423 register", "Contract schedule baseline", "DI submission log"]
  outputs: ["CDRL status dashboard", "Past-due deliverables list", "At-risk deliverables list"]
  automation: high
  human_in_loop: spot-check
  tools: ["CDRL tracking system", "contract management system"]
  frequency: weekly
  trigger: "Summarize which CDRLs are past due or at risk this month for the LRIP contract"

- id: summarize-ecp-impact-on-configuration-items-for-ccb-review
  title: "Summarize ECP impact on configuration items for CCB review"
  domain: "Operations & Project Mgmt"
  roles: ["Configuration Manager", "CCB Secretary", "Systems Engineer"]
  description: "Parse an Engineering Change Proposal (ECP) to enumerate all affected configuration items, drawing numbers, specification references, and downstream CDRLs, then produce a structured impact summary formatted for the Configuration Control Board agenda package."
  inputs: ["ECP document", "Affected item list", "Drawing register", "CDRL register"]
  outputs: ["CCB impact summary brief", "Affected document cross-reference table"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["configuration management database", "document management system", "CDRL tracking system"]
  frequency: ad-hoc
  trigger: "Summarize all drawings and specs affected by ECP-2024-0147 before Tuesday's CCB meeting"

- id: review-fair-package-for-as9102-completeness
  title: "Review FAIR package for AS9102 completeness"
  domain: "Operations & Project Mgmt"
  roles: ["Quality Engineer", "First Article Inspection Coordinator", "AS9100 Quality Manager"]
  description: "Check a submitted First Article Inspection Report (FAIR) package against AS9102 form requirements — Form 1 Part Number Accountability, Form 2 Product Accountability, Form 3 Design Characteristic Accountability — identifying missing ballooned dimensions, incomplete material certs, or absent process approval records."
  inputs: ["FAIR package (AS9102 Forms 1-3)", "Ballooned engineering drawing", "Material certifications", "Process approval records"]
  outputs: ["AS9102 compliance gap list", "FAIR rejection notice or approval recommendation"]
  automation: medium
  human_in_loop: approve
  tools: ["quality management system", "document management system"]
  frequency: ad-hoc
  trigger: "Check the FAIR package for PN 8675309-001 and flag anything missing before I sign off"

- id: draft-visit-authorization-request-for-cleared-facility-visit
  title: "Draft Visit Authorization Request for cleared facility visitors"
  domain: "Legal & Compliance"
  roles: ["Facility Security Officer", "Program Security Officer", "Security Manager"]
  description: "Compose a Visit Authorization Request (VAR) letter to a host facility FSO specifying visitor names, clearance levels and dates, CAGE codes, contract justification, and the specific classified information categories to be accessed, formatted to DoD Personnel Security Program standards."
  inputs: ["Visitor clearance data", "Host facility CAGE code", "Contract number", "Visit purpose and date", "Classification level"]
  outputs: ["Draft VAR letter", "Visitor access notification"]
  automation: high
  human_in_loop: review-before-send
  tools: ["visitor management system", "security clearance management system", "document management system"]
  frequency: ad-hoc
  trigger: "Draft a VAR for three cleared visitors coming to our SCIF on July 10th to discuss the SDD phase"

- id: build-section-l-m-compliance-matrix-from-government-solicita
  title: "Build Section L/M compliance matrix from government solicitation"
  domain: "Sales & BizDev"
  roles: ["Proposal Manager", "Capture Manager", "Proposal Coordinator"]
  description: "Parse a government solicitation's Section L (Instructions to Offerors) and Section M (Evaluation Factors) to generate a two-column compliance matrix cross-referencing every instruction and evaluation factor against a proposal volume outline, enabling writers to verify full coverage before submission."
  inputs: ["RFP Section L", "RFP Section M", "Solicitation amendments", "Proposal volume structure"]
  outputs: ["Section L/M compliance matrix", "Outstanding requirement checklist"]
  automation: high
  human_in_loop: spot-check
  tools: ["proposal management system", "document management system"]
  frequency: ad-hoc
  trigger: "Create a compliance matrix from the RFP for W909MY-25-R-0003 Sections L and M"

- id: assess-counterfeit-parts-risk-for-independent-distributor-pr
  title: "Assess counterfeit parts risk for independent distributor procurement"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Supply Chain Quality Engineer", "Counterfeit Parts Prevention Coordinator", "Procurement Engineer"]
  description: "Evaluate a component quote from a non-franchised (independent) distributor against AS5553 risk indicators — date code traceability, certificate of conformance completeness, authorized distributor list status, and GIDEP alert cross-check — and produce a written risk determination memo."
  inputs: ["Component quote", "Part date code and lot number", "Certificate of conformance", "Authorized distributor list", "AS5553 checklist"]
  outputs: ["Counterfeit risk determination memo", "Recommended disposition (approve / additional testing / reject)"]
  automation: medium
  human_in_loop: approve
  tools: ["procurement system", "quality management system"]
  frequency: ad-hoc
  trigger: "Run a counterfeit risk check on this capacitor quote from an independent distributor before I approve the PO"

- id: draft-eccn-usml-export-classification-determination-memo
  title: "Draft ECCN/USML export classification determination memo"
  domain: "Legal & Compliance"
  roles: ["Export Compliance Officer", "Licensing Specialist", "Commodity Jurisdiction Analyst"]
  description: "Analyze a new hardware item's technical parameters against USML categories (22 CFR Part 121) and Commerce Control List ECCNs (15 CFR Part 774) to produce a written export classification determination memo for the export compliance file, including rationale for ITAR vs. EAR jurisdiction."
  inputs: ["Technical data sheet", "Product specification", "USML category analysis worksheet", "CCL/ECCN reference"]
  outputs: ["Export classification determination memo", "USML/ECCN assignment with rationale"]
  automation: medium
  human_in_loop: sign-off
  tools: ["export compliance management system", "document management system"]
  frequency: ad-hoc
  trigger: "Draft the export classification determination memo for our new EO/IR sensor gimbal assembly"

- id: compare-actual-indirect-cost-rates-against-fpra-and-flag-var
  title: "Compare actual indirect cost rates against FPRA and flag variances"
  domain: "Finance & Accounting"
  roles: ["Government Contracts Cost Analyst", "Forward Pricing Rate Manager", "DCAA Liaison"]
  description: "Extract actual fringe, overhead, and G&A indirect cost rates for the accounting period from the cost accounting system and compare against negotiated Forward Pricing Rate Agreement (FPRA) or FPRR ceilings; flag variances exceeding disclosure thresholds and draft a status memo for the ACO."
  inputs: ["Cost accounting period actuals", "FPRA/FPRR rate tables", "Variance tolerance thresholds", "Pool and base data"]
  outputs: ["Rate variance report", "ACO disclosure recommendation memo"]
  automation: high
  human_in_loop: spot-check
  tools: ["cost accounting system", "ERP system", "contract management system"]
  frequency: monthly
  trigger: "Compare our actual OH rates this quarter against the FPRA and flag variances over 5%"

- id: draft-car-closure-narrative-for-as9100-nonconformance-record
  title: "Draft CAR closure narrative for AS9100 nonconformance record"
  domain: "Operations & Project Mgmt"
  roles: ["Quality Engineer", "AS9100 Management Representative", "Quality Assurance Manager"]
  description: "Compose the formal closure justification for a Corrective Action Request (CAR), incorporating identified root cause from 8D or Ishikawa analysis notes, corrective actions taken, objective effectiveness verification evidence, and references to updated procedure revisions for the AS9100-compliant QMS record."
  inputs: ["Original NCR/CAR form", "Root cause analysis notes (8D/Ishikawa)", "Corrective action evidence", "Updated procedure revision records"]
  outputs: ["CAR closure narrative", "Effectiveness verification summary", "Updated QMS record entry"]
  automation: medium
  human_in_loop: sign-off
  tools: ["quality management system", "document management system"]
  frequency: ad-hoc
  trigger: "Write up the CAR closure narrative for NCR-2024-0089 based on these 8D root cause notes"

- id: compile-flight-test-anomaly-log-entry-from-post-sortie-telem
  title: "Compile flight test anomaly log entry from post-sortie telemetry summary"
  domain: "Data & Reporting (BI)"
  roles: ["Flight Test Engineer", "Test Data Analyst", "Test Director"]
  description: "Convert a raw post-sortie telemetry summary (parameter exceedances, limit violations, LRU flags) into a structured anomaly log entry with standard fields: test point ID, anomaly description, affected system/LRU, severity classification, and recommended Test Review Board disposition."
  inputs: ["Post-sortie telemetry summary report", "Test card", "Parameter limit definitions", "Test plan reference"]
  outputs: ["Formatted anomaly log entry", "Test Review Board action item"]
  automation: high
  human_in_loop: review-before-send
  tools: ["flight test data management system", "telemetry analysis system", "document management system"]
  frequency: ad-hoc
  trigger: "Turn this telemetry summary from today's sortie into a formatted anomaly log entry for the TRB"

- id: flag-missing-dfars-flow-down-clauses-in-draft-subcontract
  title: "Flag missing DFARS flow-down clauses in draft subcontract"
  domain: "Legal & Compliance"
  roles: ["Subcontracts Administrator", "Government Contracts Manager", "Contracts Specialist"]
  description: "Compare a draft subcontract's clause list against the mandatory DFARS flow-down clause matrix derived from the prime contract's FAR/DFARS provisions; identify required clauses (e.g., DFARS 252.225-7009 on specialty metals, 252.246-7007 on contractor counterfeit detection) that are absent or incorrectly tailored."
  inputs: ["Draft subcontract", "Prime contract FAR/DFARS clause list", "DFARS flow-down requirement matrix", "Subcontract scope of work"]
  outputs: ["Missing clause exception report", "Redlined subcontract clause additions", "Tailoring rationale notes"]
  automation: high
  human_in_loop: review-before-send
  tools: ["contract management system", "document management system"]
  frequency: ad-hoc
  trigger: "Check this draft subcontract and flag any required DFARS flow-down clauses that are missing before I send it out"

- id: calculate-laytime-and-demurrage-from-statement-of-facts
  title: "Calculate laytime and demurrage from Statement of Facts"
  domain: "Finance & Accounting"
  roles: ["Laytime Analyst", "Chartering Manager", "Operations Superintendent"]
  description: "Parse the Statement of Facts (SOF) and charter party laytime clause to compute time counting/excepted periods, total laytime used, and produce a demurrage or dispatch money figure. Applies reversible or non-reversible laytime rules as specified."
  inputs: ["Statement of Facts (SOF)", "Charter party laytime clause", "Port log", "Notice of Readiness (NOR) timestamp"]
  outputs: ["Laytime calculation sheet", "Demurrage or dispatch claim figure", "Time bar notice draft"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document parser", "spreadsheet engine", "email client"]
  frequency: ad-hoc
  trigger: "SOF just arrived from port agent — need laytime calc and demurrage claim before the 90-day time bar"

- id: draft-notice-of-readiness-tendering-communication
  title: "Draft Notice of Readiness tendering communication"
  domain: "Operations & Project Mgmt"
  roles: ["Ship's Master", "Port Captain", "Operations Manager"]
  description: "Generate the formal Notice of Readiness (NOR) letter or email — with precise arrival time, berth readiness statement, and charter party reference — immediately upon a vessel arriving at the nominated anchorage or berth."
  inputs: ["Vessel arrival report", "Charter party NOR clause", "Pilot boarding card timestamp", "Berth availability status"]
  outputs: ["Signed NOR letter with exact tender timestamp", "Email to charterer and port agent"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document template engine", "email client"]
  frequency: ad-hoc
  trigger: "Vessel has anchored — draft the NOR now so we can tender to charterer within the hour"

- id: reconcile-bunker-delivery-note-against-vessel-rob-report
  title: "Reconcile bunker delivery note against vessel ROB report"
  domain: "Finance & Accounting"
  roles: ["Marine Superintendent", "Bunker Coordinator", "Fleet Manager"]
  description: "Compare the quantity and grade on the Bunker Delivery Note (BDN) with the vessel's ullage/ROB report before and after bunkering to identify quantity discrepancies, density variances, and potential shortage claims."
  inputs: ["Bunker Delivery Note (BDN)", "Pre-bunker ROB report", "Post-bunker ullage soundings", "Density/temperature correction tables"]
  outputs: ["Bunker quantity reconciliation summary", "Shortage or excess claim notice", "Discrepancy log entry"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet engine", "document parser"]
  frequency: ad-hoc
  trigger: "BDN received from supplier — check if quantities match our ullage report before the chief engineer signs"

- id: flag-expiring-stcw-certificates-for-crew-rotation-planning
  title: "Flag expiring STCW certificates for crew rotation planning"
  domain: "HR & People Ops"
  roles: ["Crew Manager", "Manning Superintendent", "Manning Agent"]
  description: "Scan the crew certificate register against the STCW 2010 Manila Amendments validity requirements and produce a prioritised alert list of certificates (GMDSS, ECDIS, medical fitness, watchkeeping endorsements) expiring within a configurable look-ahead window."
  inputs: ["Crew certificate register", "STCW certificate validity rules", "Upcoming crew rotation schedule"]
  outputs: ["Certificate expiry alert report ranked by urgency", "Recommended revalidation or sign-off dates", "Draft crew change request"]
  automation: high
  human_in_loop: spot-check
  tools: ["database query", "spreadsheet engine", "notification system"]
  frequency: weekly
  trigger: "Run STCW expiry check for all vessels — flag anything expiring in the next 90 days"

- id: compile-imo-fal-forms-for-port-arrival
  title: "Compile IMO FAL forms for port arrival"
  domain: "Legal & Compliance"
  roles: ["Port Agent", "Ship's Master", "Operations Coordinator"]
  description: "Populate the IMO Facilitation Committee standardized forms (FAL 1 General Declaration through FAL 7 Dangerous Goods Manifest) from voyage data, cargo manifest, and crew list ahead of port arrival to satisfy customs and border authority pre-clearance requirements."
  inputs: ["Voyage details", "Cargo manifest", "Crew list with nationality and passport details", "Vessel particulars", "Ship's stores declaration"]
  outputs: ["IMO FAL 1–7 completed forms package", "Crew effects declaration", "Pre-arrival submission receipt"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document template engine", "form filler", "email client"]
  frequency: ad-hoc
  trigger: "ETA 48 hours — generate all FAL forms for port clearance and send to the agent"

- id: verify-imdg-segregation-compliance-on-dangerous-goods-manife
  title: "Verify IMDG segregation compliance on dangerous goods manifest"
  domain: "Legal & Compliance"
  roles: ["Dangerous Goods Officer", "Port Security Officer", "Cargo Operations Superintendent"]
  description: "Cross-reference each dangerous goods line on the cargo manifest against IMDG Code segregation table and stowage requirements (category, UN number, class, packing group) to confirm no incompatible cargo is stowed in adjacent holds or on deck."
  inputs: ["Shipper's Dangerous Goods Declaration (DGD)", "Cargo stowage plan", "IMDG Code segregation table", "Vessel hold layout"]
  outputs: ["IMDG compliance verification checklist", "Segregation conflict report", "Corrected stowage recommendation"]
  automation: medium
  human_in_loop: approve
  tools: ["rules engine", "document parser", "spreadsheet engine"]
  frequency: ad-hoc
  trigger: "New booking includes DG cargo — check if the proposed stow conflicts with anything already on the manifest"

- id: draft-cargo-damage-claim-letter-to-carrier
  title: "Draft cargo damage claim letter to carrier"
  domain: "Legal & Compliance"
  roles: ["Cargo Claims Handler", "P&I Correspondent", "Marine Insurance Manager"]
  description: "Compose a formal reservation-of-rights and cargo claim letter referencing the bill of lading number, survey report findings, commercial invoice value, and applicable Hague-Visby Rules article to notify the carrier and preserve the claimant's rights within the one-year time bar."
  inputs: ["Cargo survey/outturn report", "Bill of lading", "Commercial invoice and packing list", "Photographs of damage", "Delivery receipt with exceptions noted"]
  outputs: ["Formal cargo claim letter with quantum", "P&I club notification draft", "Claim file summary"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document template engine", "email client"]
  frequency: ad-hoc
  trigger: "Survey report confirms wet damage to steel coils — draft the claim letter before the Hague-Visby one-year time bar runs"

- id: reconcile-ocean-freight-invoice-against-charter-party-rate-s
  title: "Reconcile ocean freight invoice against charter party rate schedule"
  domain: "Finance & Accounting"
  roles: ["Freight Accountant", "Chartering Manager", "Vessel Operator"]
  description: "Line-by-line comparison of a shipowner's or NVOCC freight invoice against the agreed charter party or freight rate confirmation, checking freight basis (FIOST/FILO), quantity, currency, surcharge applicability (BAF, CAF, war risk), and due dates."
  inputs: ["Ocean freight invoice", "Charter party or rate confirmation", "Bill of lading quantities", "Applicable surcharge schedules"]
  outputs: ["Freight reconciliation worksheet", "Dispute line items list", "Approved payment instruction or short-payment notice"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet engine", "document parser", "accounting system"]
  frequency: ad-hoc
  trigger: "Invoice from owner received — check it matches the CP rates before we release payment"

- id: generate-24-48-72-hour-pre-arrival-port-notification
  title: "Generate 24/48/72-hour pre-arrival port notification"
  domain: "Operations & Project Mgmt"
  roles: ["Port Agent", "Operations Coordinator", "Ship's Master"]
  description: "Auto-generate the tiered advance arrival notifications required by the port authority and ISPS regulations, incorporating current AIS ETA, last port of call, vessel security level, cargo type, and any dangerous goods on board."
  inputs: ["AIS vessel position and ETA", "Last port of call with departure timestamp", "Cargo manifest summary", "ISPS vessel security level declaration"]
  outputs: ["72-hour, 48-hour, and 24-hour advance notification documents", "Submission confirmation to port authority", "Internal ETA broadcast to berth planner"]
  automation: high
  human_in_loop: spot-check
  tools: ["AIS/vessel tracking API", "document template engine", "email client"]
  frequency: ad-hoc
  trigger: "ETA update just came in — auto-send the 24-hour pre-arrival notice to the port authority and copy the agent"

- id: draft-psc-deficiency-rectification-response
  title: "Draft PSC deficiency rectification response"
  domain: "Legal & Compliance"
  roles: ["Marine Superintendent", "Designated Person Ashore (DPA)", "Quality Assurance Manager (Marine)"]
  description: "For each deficiency recorded on the Port State Control (PSC) inspection report, map the deficiency code to the relevant SOLAS/MARPOL convention reference, draft the corrective action taken, assign responsibility, and compile the formal rectification letter to the PSCO."
  inputs: ["PSC deficiency list with deficiency codes", "SOLAS/MARPOL/MLC convention text", "ISM corrective action procedure", "Evidence of rectification (photos, certificates)"]
  outputs: ["Deficiency-by-deficiency rectification response letter", "CAR (Corrective Action Report) entries", "Flag state notification if detention occurred"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document template engine", "regulatory reference database", "email client"]
  frequency: ad-hoc
  trigger: "PSC officer left us with 4 deficiencies — draft the rectification response for the DPA to review"

- id: calculate-dead-freight-for-cargo-quantity-shortfall
  title: "Calculate dead freight for cargo quantity shortfall"
  domain: "Finance & Accounting"
  roles: ["Chartering Manager", "Operations Superintendent", "Freight Accountant"]
  description: "When the shipper loads less cargo than the minimum quantity guaranteed in the charter party, compute the dead freight amount owed to the shipowner using the agreed freight rate applied to the unloaded quantity minus port cost savings and any permitted tolerance."
  inputs: ["Charter party minimum quantity clause and tolerance", "Bill of lading quantity", "Agreed freight rate", "Estimated port cost savings for unloaded tonnes"]
  outputs: ["Dead freight calculation statement", "Dead freight claim notice to charterer", "Voyage P&L adjustment entry"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet engine", "document template engine"]
  frequency: ad-hoc
  trigger: "B/L quantity came in 800 MT short of the min quantity — calculate the dead freight claim to send to charterer"

- id: reconcile-final-disbursement-account-against-proforma
  title: "Reconcile final disbursement account against proforma"
  domain: "Finance & Accounting"
  roles: ["Port Agent", "Vessel Operator", "Finance Officer (Shipping)"]
  description: "Compare the Final Disbursement Account (FDA) submitted by the port agent line-by-line against the Proforma Disbursement Account (PDA), flagging material variances in port dues, pilotage, towage, mooring, and agency fees for query or approval before settlement."
  inputs: ["Proforma Disbursement Account (PDA)", "Final Disbursement Account (FDA)", "Port tariff schedule", "Supporting invoices (pilotage, towage, mooring)"]
  outputs: ["PDA vs FDA variance report", "Query letter to port agent", "Approved FDA payment instruction"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet engine", "document parser", "accounting system"]
  frequency: ad-hoc
  trigger: "FDA arrived from the port agent — check it against the PDA and flag anything over 5% variance"

- id: compile-crew-change-documentation-package-for-port-clearance
  title: "Compile crew change documentation package for port clearance"
  domain: "Operations & Project Mgmt"
  roles: ["Crew Manager", "Manning Agent", "Port Agent"]
  description: "Assemble the full documentation set required by port immigration and flag state for a crew change — joining/signing-off crew lists, passport and visa copies, flag state certificates of competency, seafarer's discharge books, and yellow fever/medical fitness certificates — formatted to the specific port's requirements."
  inputs: ["Joining and signing-off crew list", "Passport and visa copies", "Flag state Certificates of Competency", "Medical fitness certificates", "Yellow fever vaccination records", "Seafarers' Employment Agreements (SEA)"]
  outputs: ["Crew change manifest for port immigration", "Crew declaration for customs", "Checklist of missing documents with urgency flags"]
  automation: medium
  human_in_loop: approve
  tools: ["document parser", "checklist engine", "email client"]
  frequency: ad-hoc
  trigger: "Crew change in Rotterdam in 72 hours — compile the full documentation package and flag any missing certificates"

- id: reconcile-mill-feed-assay-against-rom-ore-grade
  title: "Reconcile mill feed assay against ROM ore grade"
  domain: "Operations & Project Mgmt"
  roles: ["Reconciliation Geologist", "Metallurgist", "Mine Geologist"]
  description: "Compares run-of-mine grade control assays against mill feed composite samples to quantify ore loss and dilution between dig face and process plant. Flags the F-factor variance against the tolerable reconciliation limit."
  inputs: ["Grade control composite assay file", "ROM stockpile survey", "Mill feed head assay report", "Block model grade prediction"]
  outputs: ["Ore reconciliation report", "Dilution and ore-loss factor table", "Variance flag summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "data integration"]
  frequency: weekly
  trigger: "Generate this month's F-factor reconciliation comparing grade control model to mill feed head grades"

- id: verify-jorc-2012-table-1-disclosure-criteria-completeness
  title: "Verify JORC 2012 Table 1 disclosure criteria completeness"
  domain: "Legal & Compliance"
  roles: ["Competent Person", "Resource Geologist", "Technical Director"]
  description: "Checks a draft mineral resource announcement against all mandatory JORC 2012 Table 1 criteria, flagging missing or inadequately addressed disclosure items before ASX lodgement."
  inputs: ["Draft ASX announcement", "JORC 2012 Table 1 template", "Drilling database summary", "QAQC report"]
  outputs: ["Table 1 gap analysis", "Annotated disclosure checklist"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document editor", "checklist tool"]
  frequency: ad-hoc
  trigger: "Check this maiden resource announcement against every Table 1 criterion and list any gaps before we lodge with ASX"

- id: compile-underground-shift-boss-production-report
  title: "Compile underground shift boss production report"
  domain: "Operations & Project Mgmt"
  roles: ["Shift Boss", "Mine Captain", "Underground Manager"]
  description: "Aggregates heading advance metres, drill-and-blast cycle progress, ore tonnes trucked, equipment availability, and crew headcount from shift dockets into a standardised shift production report."
  inputs: ["Equipment utilisation dockets", "Heading advance records", "Blast initiation log", "Ore truck tally sheet"]
  outputs: ["Shift production summary report", "Equipment downtime log"]
  automation: high
  human_in_loop: spot-check
  tools: ["fleet management system", "reporting tool"]
  frequency: daily
  trigger: "Compile the nightshift production summary for Level 14 from these heading advance sheets and truck tally dockets"

- id: reconcile-weighbridge-dockets-against-haulage-dispatch-manif
  title: "Reconcile weighbridge dockets against haulage dispatch manifest"
  domain: "Finance & Accounting"
  roles: ["Weighbridge Operator", "Logistics Coordinator", "Mine Accountant"]
  description: "Matches individual weighbridge gross/tare/net tonne tickets against the outbound haulage manifest to detect missing loads, duplicate dockets, or tonnage discrepancies before concentrate invoicing."
  inputs: ["Weighbridge ticket export", "Daily dispatch manifest", "Truck registration list"]
  outputs: ["Reconciled tonne summary", "Unmatched ticket report", "Variance log"]
  automation: high
  human_in_loop: spot-check
  tools: ["data integration", "spreadsheet"]
  frequency: daily
  trigger: "Match today's weighbridge tickets to the outbound concentrate manifest and flag any unmatched or duplicate dockets"

- id: flag-tsf-piezometer-readings-exceeding-tarp-trigger-levels
  title: "Flag TSF piezometer readings exceeding TARP trigger levels"
  domain: "Legal & Compliance"
  roles: ["Tailings Engineer", "Geotechnical Engineer", "Environmental Manager"]
  description: "Compares current piezometer and settlement survey readings from a tailings storage facility against site Trigger Action Response Plan (TARP) thresholds, generating an alert with required response actions for each exceedance level."
  inputs: ["Piezometer reading file", "Survey settlement data", "TARP threshold table"]
  outputs: ["TARP exceedance alert", "Required response action list", "Trend chart"]
  automation: high
  human_in_loop: approve
  tools: ["monitoring dashboard", "data analysis", "reporting tool"]
  frequency: weekly
  trigger: "Compare this week's TSF3 piezometer readings against TARP Level 1 and Level 2 triggers and list any exceedances"

- id: calculate-ad-valorem-mineral-royalty-from-smelter-settlement
  title: "Calculate ad valorem mineral royalty from smelter settlements"
  domain: "Finance & Accounting"
  roles: ["Mine Accountant", "Royalty Analyst", "Financial Controller"]
  description: "Applies the applicable state ad valorem or specific royalty rate to payable metal quantities and values extracted from quarterly smelter settlement statements to compute statutory royalty payable and prepare the lodgement summary."
  inputs: ["Smelter settlement statements", "State royalty rate schedule", "Payable metal price index"]
  outputs: ["Royalty payable calculation workbook", "Statutory lodgement summary"]
  automation: high
  human_in_loop: approve
  tools: ["spreadsheet", "ERP"]
  frequency: quarterly
  trigger: "Calculate the Queensland ad valorem copper royalty for Q3 using the settlement statements and current royalty rate"

- id: parse-smelter-settlement-statement-for-payable-metal-and-ded
  title: "Parse smelter settlement statement for payable metal and deductions"
  domain: "Finance & Accounting"
  roles: ["Mine Accountant", "Commercial Manager", "Metallurgist"]
  description: "Extracts moisture percentage, dry weight, per-element assay grades, payable percentages, treatment charges, refining charges, and price participation from a PDF smelter return to compute net smelter return and verify against the offtake agreement schedule."
  inputs: ["Smelter settlement statement (PDF)", "Offtake agreement charge schedule"]
  outputs: ["Payable metal summary table", "Deduction itemisation", "Net smelter return figure", "Variance-to-contract note"]
  automation: high
  human_in_loop: spot-check
  tools: ["document parser", "spreadsheet"]
  frequency: monthly
  trigger: "Extract payable copper, gold, and silver from this smelter settlement statement and check the TC/RC against our offtake agreement"

- id: draft-asx-quarterly-activities-report-from-mine-production-d
  title: "Draft ASX quarterly activities report from mine production data"
  domain: "Communications & PR"
  roles: ["Investor Relations Manager", "Company Secretary", "CEO"]
  description: "Assembles a draft ASX quarterly activities and Appendix 5B cash flow report by pulling ore mined, grades, recovery, production, and sales figures from the mine's production summary and presenting them with appropriate investor commentary."
  inputs: ["Quarterly production summary", "Concentrate sales figures", "Cash flow actuals", "Prior quarter ASX report"]
  outputs: ["Draft ASX quarterly activities report", "Appendix 5B cash flow statement draft"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document editor", "reporting tool"]
  frequency: quarterly
  trigger: "Draft the Q3 quarterly activities report for ASX using the production and sales data — match the format of last quarter's release"

- id: reconcile-explosive-magazine-register-against-daily-blast-co
  title: "Reconcile explosive magazine register against daily blast consumption"
  domain: "Legal & Compliance"
  roles: ["Shot Firer", "Explosives Officer", "Mine Superintendent"]
  description: "Reconciles the regulated explosive magazine inwards/outwards register (ANFO, emulsion, detonators, boosters) against daily blast consumption records to verify statutory balance and flag unexplained variances for investigation."
  inputs: ["Magazine inwards/outwards register", "Blast design consumption sheets", "Detonator count-off records"]
  outputs: ["Magazine balance reconciliation", "Unexplained variance report", "Statutory balance certificate"]
  automation: high
  human_in_loop: approve
  tools: ["inventory management", "spreadsheet"]
  frequency: daily
  trigger: "Reconcile yesterday's ANFO and detonator withdrawals from the magazine register against the blast sheets and show me the closing balance"

- id: compile-statutory-certificate-of-competency-renewal-report
  title: "Compile statutory certificate of competency renewal report"
  domain: "HR & People Ops"
  roles: ["Training Coordinator", "HR Manager", "Safety Officer"]
  description: "Compares each site employee's current statutory certificates of competency (blasting licence, winding engine driver, first aid, gas tester) against role requirements and expiry dates to produce a gap analysis and renewal calendar."
  inputs: ["Employee training register", "Role competency requirement matrix", "Certificate expiry log"]
  outputs: ["Competency gap report", "Certificate renewal schedule", "Non-compliant personnel list"]
  automation: high
  human_in_loop: spot-check
  tools: ["HR system", "spreadsheet", "reporting tool"]
  frequency: monthly
  trigger: "List everyone on site whose blasting licence or first aid certificate expires in the next 90 days and flag any already expired"

- id: summarize-competitor-drill-result-from-asx-or-sedar-announce
  title: "Summarize competitor drill result from ASX or SEDAR announcement"
  domain: "Research & Competitive Intel"
  roles: ["Exploration Geologist", "Business Development Manager", "Investment Analyst"]
  description: "Extracts key drill intercepts (from-to, downhole and true width, grade), target context, and geological significance from a competitor's regulatory announcement and benchmarks them against the reviewer's own project intercept database."
  inputs: ["Competitor ASX or SEDAR drill results announcement", "Own project intercept database"]
  outputs: ["Drill result summary table", "Benchmark comparison note", "Significance commentary"]
  automation: high
  human_in_loop: spot-check
  tools: ["document parser", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Pull all significant copper intercepts from this competitor's ASX announcement and compare them to our Sector 4 drill results"

- id: benchmark-operating-cut-off-grade-against-spot-metal-price-a
  title: "Benchmark operating cut-off grade against spot metal price and C1 cost"
  domain: "Strategy & Consulting"
  roles: ["Mining Engineer", "Mine Planner", "Chief Operating Officer"]
  description: "Recalculates the economic cut-off grade for ore/waste classification using current spot metal prices, prevailing C1 cash costs, mill recovery, and applicable royalty rate to assess whether the mine plan's existing cut-off grade remains valid."
  inputs: ["Current spot metal price", "C1 operating cost breakdown", "Mill recovery factors", "Royalty rate schedule"]
  outputs: ["Recalculated cut-off grade", "Sensitivity table", "Recommendation memo"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "mine planning export"]
  frequency: monthly
  trigger: "Recalculate our copper cut-off grade using the current LME price and last month's C1 cost and tell me if we should reclassify any marginal ore blocks"

- id: reconcile-process-plant-reagent-consumption-against-purchase
  title: "Reconcile process plant reagent consumption against purchase orders"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Metallurgist", "Procurement Officer", "Reagent Coordinator"]
  description: "Matches reagent consumption records (cyanide, lime, flocculant, collectors) from the process plant against purchase orders and goods receipt notes to verify unit costs, flag quantity variances, and generate a reorder recommendation before the next procurement cycle."
  inputs: ["Process plant reagent consumption log", "Purchase order register", "Goods receipt notes", "Reagent pricing schedule"]
  outputs: ["Reagent consumption vs. order reconciliation", "Unit cost variance report", "Reorder recommendation"]
  automation: high
  human_in_loop: spot-check
  tools: ["ERP", "inventory management", "spreadsheet"]
  frequency: monthly
  trigger: "Compare last month's cyanide and lime consumption to our standing order quantities and flag any significant variances before I raise the next PO"

- id: reconcile-active-roster-cap-hits-against-league-certified-le
  title: "Reconcile active roster cap hits against league-certified ledger"
  domain: "Finance & Accounting"
  roles: ["Salary Cap Manager", "Cap Analyst"]
  description: "Sum each active player's base salary, prorated signing bonus, roster bonuses, and likely incentives against the current cap ledger to surface any overage or dead-money discrepancy before the weekly league submission window closes."
  inputs: ["Active roster list", "Contract detail sheet", "Signing bonus proration schedule", "League cap ledger PDF"]
  outputs: ["Cap reconciliation worksheet", "Overage flag summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Document parser"]
  frequency: weekly
  trigger: "Need to confirm we're clean before Thursday's 4pm cap certification deadline — can you pull together our current cap hits and flag anything off?"

- id: draft-player-transaction-wire-to-league-office
  title: "Draft player transaction wire to league office"
  domain: "Legal & Compliance"
  roles: ["Director of Player Personnel", "Contract Administrator"]
  description: "Format a waiver claim, free-agent signing, trade, or practice squad elevation into the league's mandated transaction wire template, including contract terms, effective date, and applicable transaction codes."
  inputs: ["Transaction type and player name", "Contract terms summary", "League transaction code reference"]
  outputs: ["Completed transaction wire document", "Submission confirmation checklist"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Document editor", "Template engine"]
  frequency: ad-hoc
  trigger: "We're signing the CB off waivers — draft the transaction wire so legal can review before we submit to the league."

- id: aggregate-individual-scout-evaluations-into-unified-prospect
  title: "Aggregate individual scout evaluations into unified prospect board entry"
  domain: "Business / Functional Analysis"
  roles: ["Scouting Coordinator", "Director of Pro Scouting", "Director of College Scouting"]
  description: "Merge multiple scouts' written evaluations, combine/athleticism grades, and medical flag notes on a single prospect into one standardized board entry, resolving conflicting grade calls with a summary note."
  inputs: ["Individual scout reports", "Combine measurement sheet", "Medical flag summary", "Position grade scale reference"]
  outputs: ["Unified prospect board entry", "Grade consensus summary"]
  automation: medium
  human_in_loop: approve
  tools: ["Document processor", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "We have four different scout writeups on the OT from Georgia — can you consolidate them into a single board entry and flag where the grades conflict?"

- id: generate-season-ticket-renewal-lapse-report-by-member-tier
  title: "Generate season-ticket renewal lapse report by member tier"
  domain: "Sales & BizDev"
  roles: ["Membership Services Manager", "Season Ticket Services Representative", "VP of Ticket Sales"]
  description: "Pull all accounts that missed their renewal deadline or declined auto-renewal, segment by tenure band and annual spend tier, and output a prioritized outreach list with last-contact notes for the inside sales team."
  inputs: ["Ticketing system renewal status export", "Account tenure and spend data", "Prior contact log"]
  outputs: ["Tiered lapse report", "Prioritized outreach call list"]
  automation: high
  human_in_loop: spot-check
  tools: ["CRM", "Spreadsheet", "Ticketing platform"]
  frequency: weekly
  trigger: "Renewal window closed yesterday — pull the lapse list and sort it so the reps know who to call first today."

- id: cross-reference-sponsorship-deliverable-inventory-against-fu
  title: "Cross-reference sponsorship deliverable inventory against fulfilled activations"
  domain: "Operations & Project Mgmt"
  roles: ["Partnership Activation Manager", "Sponsorship Fulfillment Coordinator", "Director of Corporate Partnerships"]
  description: "Compare each line item in a sponsor's contractual inventory (LED signage rotations, PA reads, in-arena digital integrations, hospitality passes, on-field activations) against the activation log for games played to date, flagging any shortfall units."
  inputs: ["Sponsor contract deliverable schedule", "Game-by-game activation log", "Hospitality comp ledger"]
  outputs: ["Fulfillment gap report", "Make-good recommendation list"]
  automation: high
  human_in_loop: spot-check
  tools: ["Spreadsheet", "CRM", "Document parser"]
  frequency: monthly
  trigger: "Mid-season check for the presenting sponsor — pull up their inventory and show me what we've delivered versus what we owe them through game 41."

- id: format-and-submit-weekly-official-roster-to-league
  title: "Format and submit weekly official roster to league"
  domain: "Legal & Compliance"
  roles: ["Director of Team Operations", "Contract Administrator", "VP of Football Operations"]
  description: "Compile the active roster, practice squad, injured reserve, physically unable to perform, and non-football illness lists into the league's official roster submission template and verify all transaction effective dates before the deadline."
  inputs: ["Current player status list", "Transaction log for the week", "League roster submission template"]
  outputs: ["Completed league roster form", "Submission timestamp receipt"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Document editor", "Template engine"]
  frequency: weekly
  trigger: "It's Tuesday morning — get the 53-man and practice squad roster formatted for league submission before 4pm."

- id: identify-arbitration-eligible-players-and-pull-salary-compar
  title: "Identify arbitration-eligible players and pull salary comparables"
  domain: "Finance & Accounting"
  roles: ["Salary Cap Manager", "Assistant GM", "Baseball Operations Analyst"]
  description: "Calculate service time for all players approaching Super Two or standard three-year arbitration eligibility thresholds, retrieve prior-year final arbitration figures for positional comparables, and draft a briefing memo for front-office contract strategy discussion."
  inputs: ["Player service time records", "Prior arbitration award database", "Position and stat comparison sheet"]
  outputs: ["Arbitration eligibility list", "Comparable salary briefing memo"]
  automation: medium
  human_in_loop: approve
  tools: ["Spreadsheet", "Document editor", "Database query tool"]
  frequency: quarterly
  trigger: "Offseason prep — who hits arb eligibility this winter and what's the comp landscape look like for each of them?"

- id: build-charter-flight-and-hotel-manifest-for-road-trip
  title: "Build charter flight and hotel manifest for road trip"
  domain: "Operations & Project Mgmt"
  roles: ["Team Travel Coordinator", "Director of Team Operations"]
  description: "Compile the full travel party into a flight manifest (player, staff, and credential-holder seats), produce hotel rooming assignments, schedule ground transport legs, and flag dietary or medical requirements for catering and medical staff."
  inputs: ["Approved travel party list", "Hotel room block confirmation", "Dietary and medical flags from training staff", "Ground transport vendor quote"]
  outputs: ["Charter flight manifest", "Hotel rooming list", "Ground transport schedule"]
  automation: high
  human_in_loop: approve
  tools: ["Spreadsheet", "Document editor"]
  frequency: weekly
  trigger: "We depart Thursday — pull the full manifest together for the charter and get the hotel rooming list over to the advance team."

- id: compile-official-injury-report-from-training-staff-designati
  title: "Compile official injury report from training staff designations"
  domain: "Legal & Compliance"
  roles: ["Director of Team Operations", "Head Athletic Trainer", "Director of Player Personnel"]
  description: "Extract practice participation statuses and game designations (Questionable, Doubtful, Out, IR) from the athletic training staff's notes and format them into the league-mandated injury report document for public release."
  inputs: ["Athletic training staff practice notes", "Prior injury report for comparison", "League injury report template"]
  outputs: ["Completed official injury report", "Change summary from prior report"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Document editor", "Template engine"]
  frequency: daily
  trigger: "Practice just wrapped — pull together today's injury report designations so the PR staff can get it out by the 4pm deadline."

- id: flag-cba-compliance-issues-on-a-proposed-trade
  title: "Flag CBA compliance issues on a proposed trade"
  domain: "Legal & Compliance"
  roles: ["Salary Cap Manager", "Team Counsel", "Director of Player Personnel"]
  description: "Review each player involved in a proposed trade for no-trade clause provisions, option year triggers, post-trade guarantee escalators, and team cap space impact to surface any CBA-blocking provisions before the deal is agreed in principle."
  inputs: ["Proposed trade terms", "Player contract files", "CBA relevant article references", "Current cap space report"]
  outputs: ["CBA compliance flag memo", "Cap impact summary for each club"]
  automation: medium
  human_in_loop: approve
  tools: ["Document parser", "Spreadsheet", "Contract management system"]
  frequency: ad-hoc
  trigger: "We're talking to Cleveland about a deal — before I call back, can you check both contracts for any no-trade language or guarantees that kick in on a trade?"

- id: reconcile-competitive-balance-tax-payroll-against-current-cb
  title: "Reconcile competitive balance tax payroll against current CBT threshold"
  domain: "Finance & Accounting"
  roles: ["Salary Cap Manager", "Baseball Operations Analyst", "Chief Financial Officer"]
  description: "Sum all active contract AAVs, deferred compensation present-value adjustments, and prorated amounts for mid-season acquisitions to produce the current CBT payroll figure, then compare against the applicable threshold tier to project overage penalty."
  inputs: ["Active contract AAV schedule", "Deferred compensation present-value table", "Trade and release transaction log", "Current CBT threshold schedule"]
  outputs: ["CBT payroll reconciliation sheet", "Threshold overage projection with penalty estimate"]
  automation: high
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Document parser"]
  frequency: monthly
  trigger: "Where do we stand on the luxury tax right now, and what's our exposure if we add a reliever at the deadline?"

- id: assemble-game-day-operations-runsheet-for-home-event
  title: "Assemble game-day operations runsheet for home event"
  domain: "Operations & Project Mgmt"
  roles: ["Director of Game Operations", "Game Day Operations Coordinator", "VP of Arena Operations"]
  description: "Compile the sequenced runsheet for an upcoming home game, including gate open times, in-game entertainment cues, anthem and ceremonial starts, promotional activation slots, broadcast timeout schedule, and emergency-protocol contact list for department heads."
  inputs: ["Broadcast timeout schedule from network", "Entertainment and promotional schedule", "Emergency contact list", "Prior home game runsheet template"]
  outputs: ["Master game-day runsheet", "Department head distribution version"]
  automation: high
  human_in_loop: approve
  tools: ["Document editor", "Spreadsheet"]
  frequency: weekly
  trigger: "Tuesday runsheet meeting is in two hours — build out the full runsheet for Saturday's game so I can review it before we share with the departments."

- id: draft-waiver-claim-priority-decision-memo-for-front-office
  title: "Draft waiver claim priority decision memo for front office"
  domain: "Business / Functional Analysis"
  roles: ["Director of Player Personnel", "Assistant GM", "Salary Cap Manager"]
  description: "Identify the team's current waiver claim priority order, summarize the claimed player's remaining guaranteed obligations and prorated signing-bonus dead money, and draft a one-page memo weighing roster fit and cap impact for the GM's go/no-go decision."
  inputs: ["League waiver priority order", "Claimed player contract summary", "Current cap space report", "Depth chart and roster needs brief"]
  outputs: ["Waiver claim decision memo", "Cap impact table for claim and designation scenarios"]
  automation: medium
  human_in_loop: approve
  tools: ["Document editor", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "The Cowboys just put their backup safety on waivers and we're 14th in priority — write me a quick memo on what claiming him would cost us in cap and whether it makes sense."

- id: check-eu261-extraordinary-circumstances-defense-eligibility
  title: "Check EU261 extraordinary-circumstances defense eligibility"
  domain: "Legal & Compliance"
  roles: ["Passenger Relations Specialist", "Operations Control Center Analyst"]
  description: "Given disruption details and ATC/weather delay codes, assess whether the event qualifies as extraordinary circumstances under EU Regulation 261/2004 to support or deny a passenger compensation claim. Outputs a structured eligibility determination with applicable regulatory references."
  inputs: ["passenger claim form", "ATC delay code", "flight movement log", "METAR weather data", "departure/arrival airport ICAO codes"]
  outputs: ["eligibility determination memo", "compensation amount calculation", "extraordinary-circumstances evidence summary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document processor", "regulation lookup", "flight data system"]
  frequency: daily
  trigger: "EU261 claim just came in for flight delayed 4h20m — was the root cause ATC or our own ops failure?"

- id: flag-approaching-mel-deferral-expiry-across-active-fleet
  title: "Flag approaching MEL deferral expiry across active fleet"
  domain: "Operations & Project Mgmt"
  roles: ["Maintenance Controller", "Technical Operations Planner", "Line Maintenance Supervisor"]
  description: "Scan the open Minimum Equipment List deferral log and identify items whose allowable deferral interval (MMEL category A/B/C/D) expires within 48 hours, accounting for flight cycles and calendar days, and generate a prioritized maintenance action list."
  inputs: ["open MEL deferral log", "aircraft tail numbers", "current flight cycle count", "calendar date"]
  outputs: ["expiry alert list ranked by urgency", "work order draft per tail", "regulatory deferral category reference"]
  automation: high
  human_in_loop: spot-check
  tools: ["maintenance tracking system", "crew and aircraft scheduling system"]
  frequency: daily
  trigger: "Pull all MEL items expiring in the next 48 hours across the narrow-body fleet so MCC can pre-plan parts"

- id: compute-augmented-crew-maximum-fdp-under-easa-oro-ftl
  title: "Compute augmented-crew maximum FDP under EASA ORO.FTL"
  domain: "Operations & Project Mgmt"
  roles: ["Crew Scheduling Analyst", "Flight Operations Manager"]
  description: "Given crew composition (3- or 4-pilot), in-flight rest facility class (Class 1, 2, or 3), WOCL reporting time, and acclimatization state, calculate the maximum allowable Flight Duty Period extension per EASA ORO.FTL.205 and flag any limit exceedance."
  inputs: ["crew pairing record", "rest facility class declaration", "crew reporting time (UTC)", "acclimatization state", "prior rest period duration"]
  outputs: ["maximum FDP calculation", "extension allowance in minutes", "compliance pass/fail flag", "ORO.FTL reference citation"]
  automation: high
  human_in_loop: spot-check
  tools: ["crew management system", "FTL rule engine"]
  frequency: daily
  trigger: "Is the augmented crew on the LHR-DXB-SYD rotation legal with a Class 2 bunk if they sign on at 0200Z?"

- id: reconcile-fuel-delivery-note-against-acars-uplift-figure
  title: "Reconcile fuel delivery note against ACARS uplift figure"
  domain: "Finance & Accounting"
  roles: ["Flight Dispatcher", "Fuel Analyst", "Station Operations Manager"]
  description: "Compare the quantity on the fuel supplier's delivery note against the ACARS-reported uplift figure derived from pre- and post-fueling fuel-on-board readings, and flag discrepancies above the contractual tolerance threshold for dispute or investigation."
  inputs: ["fuel delivery note (PDF or image)", "ACARS fuel uplift message", "pre-fueling FOB from ACARS", "contractual tolerance percentage"]
  outputs: ["reconciliation summary table", "discrepancy amount in kg/lbs", "dispute memo draft if threshold exceeded"]
  automation: high
  human_in_loop: spot-check
  tools: ["document parser", "ACARS data feed", "spreadsheet"]
  frequency: daily
  trigger: "ACARS shows 14,200 kg uplift but the delivery note says 14,850 kg — draft a discrepancy report for the fuel supplier"

- id: draft-interline-sis-billing-rejection-for-fare-pro-rate-disc
  title: "Draft interline SIS billing rejection for fare pro-rate discrepancy"
  domain: "Finance & Accounting"
  roles: ["Interline Billing Analyst", "Revenue Accounting Analyst"]
  description: "Review an inbound IATA Simplified Interline Settlement billing from a partner carrier, compare fare and tax calculations against the applicable interline pro-rate agreement or IATA pro-rate rules, and draft a formal SIS rejection memo with the corrected amount."
  inputs: ["SIS billing statement", "interline pro-rate agreement", "applicable fare rules", "coupon usage data"]
  outputs: ["rejection memo with line-item variance table", "corrected billing amount", "SIS dispute reference"]
  automation: medium
  human_in_loop: approve
  tools: ["interline billing system", "document processor", "fare calculation tool"]
  frequency: weekly
  trigger: "Partner airline billed us $18,400 for last month's interlining but our pro-rate agreement gives a different split — draft the SIS rejection"

- id: triage-asr-for-mandatory-eccairs-occurrence-report
  title: "Triage ASR for mandatory ECCAIRS occurrence report"
  domain: "Legal & Compliance"
  roles: ["Aviation Safety Manager", "Flight Safety Analyst", "Safety Officer"]
  description: "Review an Air Safety Report narrative against EASA Annex I occurrence categories and EU Regulation 376/2014 mandatory reporting criteria to determine whether a Mandatory Occurrence Report must be filed in ECCAIRS within the 72-hour regulatory deadline."
  inputs: ["ASR narrative", "EASA Annex I occurrence category taxonomy", "flight details", "crew statements"]
  outputs: ["MOR determination (yes/no)", "draft ECCAIRS submission form", "routing recommendation to safety department"]
  automation: medium
  human_in_loop: approve
  tools: ["safety reporting system", "document processor", "regulation reference tool"]
  frequency: ad-hoc
  trigger: "Crew just filed an ASR on an unreliable airspeed event at FL350 — does this require an MOR in ECCAIRS within 72 hours?"

- id: extract-and-categorize-iata-ahm-delay-codes-from-dcs-departu
  title: "Extract and categorize IATA AHM delay codes from DCS departure message"
  domain: "Data & Reporting (BI)"
  roles: ["Operations Control Center Analyst", "Airline Performance Analyst", "Network Planning Analyst"]
  description: "Parse the Aircraft Handling Message or departure control system export for a flight block, extract IATA AHM delay codes and sub-codes, and populate the daily on-time performance report with cause-coded delay minutes segmented by responsibility (airline, ATC, airport, weather)."
  inputs: ["AHM or DCS departure message", "IATA delay code reference table", "flight schedule"]
  outputs: ["delay code summary by flight", "OTP report entry", "delay cause breakdown by responsibility segment"]
  automation: high
  human_in_loop: spot-check
  tools: ["message parser", "operations data system", "BI reporting tool"]
  frequency: daily
  trigger: "Pull all delay codes from yesterday's short-haul bank and break them down by primary cause for the morning ops review"

- id: generate-ctot-slot-compliance-summary-for-eurocontrol-atfm-a
  title: "Generate CTOT slot compliance summary for Eurocontrol ATFM audit"
  domain: "Operations & Project Mgmt"
  roles: ["Network Operations Controller", "Slot Coordinator", "Flight Dispatcher"]
  description: "Compare Calculated Take-Off Times issued by Eurocontrol NMOC against actual off-block and take-off times from OOOI records, compute slot adherence rate within the ±10-minute tolerance window, and produce a violation list for ATFM reporting."
  inputs: ["Eurocontrol CTOT allocation file", "actual OOOI times", "ATFM tolerance window parameters", "date range"]
  outputs: ["slot compliance report", "adherence rate percentage", "CTOT miss list with reasons for NMOC"]
  automation: high
  human_in_loop: spot-check
  tools: ["ATFM data feed", "spreadsheet", "BI reporting tool"]
  frequency: daily
  trigger: "How did we do on CTOT adherence this week across the European network — any repeat offenders we need to flag to Eurocontrol?"

- id: draft-involuntary-denied-boarding-compensation-notice-per-do
  title: "Draft involuntary denied boarding compensation notice per DOT 14 CFR 250"
  domain: "Legal & Compliance"
  roles: ["Gate Agent Supervisor", "Passenger Relations Specialist", "Customer Experience Manager"]
  description: "Given passenger itinerary and rerouting details for an involuntary denied boarding event, calculate the mandated compensation amount under DOT 14 CFR Part 250 and generate the written IDB notice the airline must provide to the passenger at the gate."
  inputs: ["original itinerary", "scheduled arrival time", "rebooked arrival time", "fare paid", "ticket type (refundable/non-refundable)"]
  outputs: ["IDB compensation amount (cash or check)", "written compensation notice", "denied boarding record for DOT reporting"]
  automation: high
  human_in_loop: review-before-send
  tools: ["passenger reservation system", "document generator", "regulatory rule engine"]
  frequency: ad-hoc
  trigger: "We just IDB'd three passengers off the overbooked JFK-LAX — generate their compensation notices and boarding denial records"

- id: compile-ofp-fuel-deviation-report-for-post-flight-efficiency
  title: "Compile OFP fuel deviation report for post-flight efficiency analysis"
  domain: "Data & Reporting (BI)"
  roles: ["Flight Dispatcher", "Fuel Analyst", "Flight Operations Engineer"]
  description: "Compare planned fuel figures from the Operational Flight Plan against ACARS-reported actual fuel quantities at top-of-climb, top-of-descent, and landing to identify deviations exceeding the investigation threshold and summarize causes for fuel efficiency review."
  inputs: ["OFP fuel plan", "ACARS position/fuel reports", "flight number and route", "wind deviation data"]
  outputs: ["fuel deviation table (planned vs actual by waypoint)", "excess or deficit summary in kg", "flag for flight ops engineering review"]
  automation: high
  human_in_loop: spot-check
  tools: ["flight planning system", "ACARS data feed", "BI reporting tool"]
  frequency: daily
  trigger: "Flight used 2,100 kg more than the OFP planned — pull the fuel breakdown and flag it for ops engineering"

- id: compile-route-and-alternate-notam-brief-for-crew-pre-departu
  title: "Compile route and alternate NOTAM brief for crew pre-departure review"
  domain: "Operations & Project Mgmt"
  roles: ["Flight Dispatcher", "Flight Planner"]
  description: "Aggregate active NOTAMs for departure airport, significant en-route points, destination, and alternates; filter for operationally relevant items such as runway closures, NAVAID outages, and airspace restrictions; and produce a structured plain-language summary categorized by airport and phase of flight."
  inputs: ["raw NOTAM data feed", "route of flight", "aircraft type", "alternates list", "departure window"]
  outputs: ["filtered NOTAM brief by airport and category", "highlighted critical items", "expiry-sorted NOTAM table"]
  automation: high
  human_in_loop: spot-check
  tools: ["NOTAM aggregation system", "flight planning system"]
  frequency: ad-hoc
  trigger: "Give me a clean NOTAM brief for tomorrow's LHR-JFK rotation, filtering out construction and admin notices that don't affect ops"

- id: draft-ground-handling-invoice-dispute-against-sgha-contracte
  title: "Draft ground handling invoice dispute against SGHA contracted rates"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Ground Operations Manager", "Station Manager", "Airline Finance Analyst"]
  description: "Compare line items on a ground handler's monthly invoice against the rates and service definitions in the Standard Ground Handling Agreement, identify overcharges or unauthorized billable events, and draft a formal dispute letter with an itemized variance table."
  inputs: ["ground handler invoice", "SGHA rate schedule (Annex B)", "station turnaround activity log", "flight manifest"]
  outputs: ["dispute letter", "line-item variance table", "total contested amount", "evidence references"]
  automation: medium
  human_in_loop: approve
  tools: ["document parser", "contract management system", "spreadsheet"]
  frequency: monthly
  trigger: "Frankfurt handler billed us for three extra cargo make-up positions not in our SGHA — draft the dispute with line-item breakdown"

- id: verify-pre-assignment-crew-rest-adequacy-for-ultra-long-haul
  title: "Verify pre-assignment crew rest adequacy for ultra-long-haul pairing"
  domain: "HR & People Ops"
  roles: ["Crew Scheduling Analyst", "Crew Planning Manager"]
  description: "Given a proposed ultra-long-haul pairing and crew members' prior 72-hour duty records, verify that minimum pre-duty rest and free-from-duty periods required by the applicable FTL rule set (EASA ORO.FTL or FAR Part 117) are satisfied before the assignment is locked in the crew management system."
  inputs: ["crew duty history (last 72 hours)", "proposed pairing start time and duration", "applicable FTL regulation version", "crew base location"]
  outputs: ["rest compliance check report per crew member", "pass/fail flag with hours available vs hours required", "regulatory reference for any failure"]
  automation: high
  human_in_loop: spot-check
  tools: ["crew management system", "FTL rule engine"]
  frequency: daily
  trigger: "Check that all six crew on the LAX-MEL extended pairing have sufficient pre-duty rest under Part 117 before we lock the assignment"

- id: log-incoming-rfi-and-route-to-responsible-consultant
  title: "Log incoming RFI and route to responsible consultant"
  domain: "Operations & Project Mgmt"
  roles: ["Project Architect", "Construction Administrator", "Project Manager"]
  description: "Parse a new contractor Request for Information, assign a sequential RFI number, categorize by discipline, log in the RFI register with required response date, and route to the responsible consultant for a response."
  inputs: ["RFI document (PDF or email)", "RFI register", "consultant contact matrix"]
  outputs: ["Updated RFI register", "routing transmittal to responsible consultant"]
  automation: high
  human_in_loop: spot-check
  tools: ["email client", "document parser", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Contractor just submitted RFI #47 about the structural beam depth at grid C-4 — log it and route to our structural engineer with the 7-day response deadline."

- id: draft-aia-g702-g703-application-for-payment
  title: "Draft AIA G702/G703 application for payment"
  domain: "Finance & Accounting"
  roles: ["Project Architect", "Project Manager", "Principal-in-Charge"]
  description: "Populate the AIA G702 Application and Certificate for Payment and G703 Continuation Sheet from the approved schedule of values, the contractor's claimed percent-complete figures, and stored materials documentation for a given pay period."
  inputs: ["Approved schedule of values", "previous G702/G703", "contractor pay application", "stored materials documentation"]
  outputs: ["Draft G702/G703", "certification recommendation memo"]
  automation: medium
  human_in_loop: approve
  tools: ["document template system", "spreadsheet"]
  frequency: monthly
  trigger: "Contractor submitted their pay app for the period ending June 30 — draft the G702/G703 for my review before I certify."

- id: compile-building-permit-application-package-completeness-che
  title: "Compile building permit application package completeness checklist"
  domain: "Legal & Compliance"
  roles: ["Project Architect", "Project Manager", "Permit Expeditor"]
  description: "Cross-reference the jurisdiction's permit submission checklist against the project's assembled drawing set, completed permit forms, energy compliance reports, and accessibility narrative to identify missing or incomplete items before submission."
  inputs: ["Jurisdiction permit checklist", "drawing set index", "energy compliance report (Title 24 / IECC)", "accessibility compliance narrative", "completed permit application forms"]
  outputs: ["Permit package completeness checklist", "missing items list with responsible party"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document management system", "PDF tools", "spreadsheet"]
  frequency: ad-hoc
  trigger: "We're submitting the Riverside Library permit to the city next Tuesday — check our package against their checklist and tell me what's still missing."

- id: update-submittal-register-with-architect-review-action-and-i
  title: "Update submittal register with architect review action and issue transmittal"
  domain: "Operations & Project Mgmt"
  roles: ["Construction Administrator", "Project Architect", "Project Engineer"]
  description: "Record the architect's review action code (Approved, Approved as Noted, Revise and Resubmit, Rejected) on a returned submittal, log dates and reviewer comments in the submittal register, and generate a contractor transmittal letter."
  inputs: ["Reviewed submittal with stamp and comments", "submittal register", "transmittal template"]
  outputs: ["Updated submittal register", "transmittal letter to contractor"]
  automation: high
  human_in_loop: spot-check
  tools: ["document management system", "spreadsheet", "email client"]
  frequency: weekly
  trigger: "I reviewed shop drawing submittal #23 for the curtain wall system — mark it 'Revise and Resubmit' with my redline comments and generate the transmittal."

- id: draft-bid-addendum-responding-to-pre-bid-rfis
  title: "Draft bid addendum responding to pre-bid RFIs"
  domain: "Legal & Compliance"
  roles: ["Project Architect", "Project Manager"]
  description: "Compile bidder questions received during the bid period, draft formal clarifications and document modifications as a numbered addendum, and prepare a distribution transmittal to all registered plan holders."
  inputs: ["Bidder questions / pre-bid RFIs", "plan holder registry", "contract documents and drawing sheets requiring clarification"]
  outputs: ["Draft addendum document", "plan holder distribution transmittal"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "email client", "plan holder registry"]
  frequency: ad-hoc
  trigger: "We have 8 bidder questions for the civic center project — draft Addendum No. 2 for my review before Friday's bid deadline."

- id: verify-subconsultant-certificate-of-insurance-against-contra
  title: "Verify subconsultant certificate of insurance against contract requirements"
  domain: "Legal & Compliance"
  roles: ["Project Manager", "Principal-in-Charge", "Contract Administrator"]
  description: "Extract coverage types, per-occurrence and aggregate limits, and additional insured endorsements from a consultant's ACORD 25 certificate and compare them line-by-line against the requirements in the executed owner-consultant agreement, flagging any deficiencies."
  inputs: ["ACORD 25 certificate of insurance", "subconsultant agreement", "firm's standard COI requirements schedule"]
  outputs: ["COI compliance checklist", "deficiency notice letter if gaps found"]
  automation: high
  human_in_loop: spot-check
  tools: ["document parser", "PDF reader", "spreadsheet"]
  frequency: ad-hoc
  trigger: "MEP engineer just submitted their COI — check it against our contract requirements and flag anything that doesn't meet minimums."

- id: draft-architect-s-supplemental-instructions-aia-g710
  title: "Draft Architect's Supplemental Instructions (AIA G710)"
  domain: "Operations & Project Mgmt"
  roles: ["Project Architect", "Construction Administrator"]
  description: "Prepare an AIA G710 Architect's Supplemental Instructions document for a minor field clarification or change that does not affect contract price or time, referencing applicable sketch numbers, specification sections, and drawing sheets."
  inputs: ["Field observation notes or contractor query", "sketch references (SK-XXX)", "ASI log", "project information sheet"]
  outputs: ["Draft AIA G710 ASI document", "updated ASI log entry"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document template system", "ASI log spreadsheet"]
  frequency: ad-hoc
  trigger: "Draft ASI #12 clarifying the finish hardware group for the entry vestibule doors, referencing sketch SK-047 and spec section 08 71 00."

- id: compile-field-observation-report-from-site-visit-notes-and-p
  title: "Compile field observation report from site visit notes and photos"
  domain: "Operations & Project Mgmt"
  roles: ["Construction Administrator", "Project Architect"]
  description: "Organize site visit notes and photos into an AIA G711 Architect's Field Report format, documenting work observed, work in progress, deficiencies, and items requiring contractor action or follow-up."
  inputs: ["Site visit notes", "site photos with captions", "previous field report", "open RFI and submittal logs"]
  outputs: ["Draft AIA G711 Field Observation Report", "deficiency items list for contractor"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document template system", "photo management tool", "mobile notes app"]
  frequency: weekly
  trigger: "I visited the Northgate site yesterday — here are my notes and 14 photos. Draft the G711 field report for the period ending June 28."

- id: extract-phase-milestones-and-fee-schedule-from-executed-aia
  title: "Extract phase milestones and fee schedule from executed AIA B101"
  domain: "Operations & Project Mgmt"
  roles: ["Project Manager", "Principal-in-Charge"]
  description: "Parse a fully executed AIA B101 Owner-Architect Agreement to extract project phase deliverables, milestone dates, phase fee percentages, and reimbursable expense terms, then populate the project schedule and billing plan."
  inputs: ["Executed AIA B101 agreement (PDF)"]
  outputs: ["Project milestone summary table", "phase fee breakdown", "draft billing plan / projected invoice schedule"]
  automation: high
  human_in_loop: spot-check
  tools: ["document parser", "project management system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "We just got the countersigned B101 for the Harbor Mixed-Use project — pull out the phase milestones and fee structure and put them into our PM system."

- id: calculate-phase-percent-complete-and-draft-owner-invoice
  title: "Calculate phase percent-complete and draft owner invoice"
  domain: "Finance & Accounting"
  roles: ["Project Manager", "Project Accountant", "Principal-in-Charge"]
  description: "Determine the billable amount for a design phase invoice based on estimated percent-complete relative to the phase fee, reconcile against previously billed amounts and retainage, and draft the invoice with a supporting narrative for the owner."
  inputs: ["Project fee breakdown by phase", "prior invoices and billing log", "hours-to-date budget report", "phase progress description"]
  outputs: ["Draft owner invoice", "percent-complete justification backup", "updated billing log"]
  automation: medium
  human_in_loop: approve
  tools: ["project accounting system", "spreadsheet", "invoice template"]
  frequency: monthly
  trigger: "Pull together the SD phase billing for Eastview School — we're roughly 65% through schematic design based on this week's progress."

- id: check-proposed-building-against-ibc-table-503-allowable-heig
  title: "Check proposed building against IBC Table 503 allowable height and area"
  domain: "Legal & Compliance"
  roles: ["Project Architect", "Code Consultant"]
  description: "Given the proposed occupancy classifications, construction type, and building height and area, verify compliance with IBC Table 503 allowable limits including sprinkler increase (NS) and frontage increase (If) credits, and flag non-conformances."
  inputs: ["Project program (occupancy groups, gross floor area, number of stories)", "IBC edition and local amendments", "proposed construction type", "sprinkler system type (NFPA 13 / 13R)"]
  outputs: ["Code compliance matrix (allowable vs. proposed height and area per occupancy)", "list of flagged non-conformances"]
  automation: high
  human_in_loop: spot-check
  tools: ["building code reference database", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Check whether our proposed 4-story Type IIA building with B and A-2 occupancies is within IBC 2021 allowable area limits when we add a full NFPA 13 sprinkler system."

- id: format-bim-clash-detection-results-into-consultant-coordinat
  title: "Format BIM clash detection results into consultant coordination issue log"
  domain: "Operations & Project Mgmt"
  roles: ["BIM Coordinator", "Project Manager", "Project Architect"]
  description: "Convert raw clash detection output from a multi-discipline model review into a numbered coordination issue log with discipline, responsible party, priority level, and resolution status, then distribute to all consulting engineers ahead of the next coordination meeting."
  inputs: ["Clash detection report export", "previous coordination issue log", "discipline model credits list", "meeting notes"]
  outputs: ["Updated coordination issue log", "distribution email to consultants"]
  automation: medium
  human_in_loop: spot-check
  tools: ["BIM coordination platform", "spreadsheet", "email client"]
  frequency: weekly
  trigger: "Export and format the coordination issues from yesterday's BIM session into our standard log and send to the MEP and structural teams before Thursday's meeting."

- id: verify-contractor-closeout-package-and-draft-owner-transmitt
  title: "Verify contractor closeout package and draft owner transmittal"
  domain: "Operations & Project Mgmt"
  roles: ["Construction Administrator", "Project Manager"]
  description: "Compare a contractor-submitted closeout package against the project's standard closeout checklist — covering as-built drawings, O&M manuals, warranties, attic stock records, and the AIA G704 Certificate of Substantial Completion — identify gaps, and prepare a transmittal to the owner with a completeness summary."
  inputs: ["Contractor closeout document package", "project closeout checklist", "AIA G704 certificate", "warranty index", "O&M manual index"]
  outputs: ["Closeout transmittal letter to owner", "completeness gap list", "indexed closeout binder manifest"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document management system", "email client", "PDF tools", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Contractor submitted their closeout package for the Northgate Office project — check it against our standard list and draft the transmittal to the owner noting what's still outstanding."

- id: reconcile-schedule-ii-v-controlled-substance-dispensing-log
  title: "Reconcile Schedule II–V controlled-substance dispensing log against DEA Form 222 purchase records"
  domain: "Legal & Compliance"
  roles: ["Veterinary Technician", "Veterinary Practice Manager", "Veterinarian"]
  description: "Compares daily dispensed quantities of Schedule II–V controlled drugs against DEA Form 222 purchase receipts and running count sheets to surface discrepancies before biennial DEA audit or state board inspection."
  inputs: ["controlled-substance dispensing log", "DEA Form 222 copies", "drug purchase invoices", "opening and closing count sheets"]
  outputs: ["reconciliation variance report", "discrepancy memo"]
  automation: medium
  human_in_loop: sign-off
  tools: ["spreadsheet", "document extraction", "practice management system"]
  frequency: monthly
  trigger: "Reconcile our ketamine and butorphanol logs against last month's DEA 222 receipts and flag any count discrepancies before the auditor visit."

- id: pre-fill-usda-aphis-form-7001-health-certificate-for-interna
  title: "Pre-fill USDA APHIS Form 7001 health certificate for international pet travel"
  domain: "Legal & Compliance"
  roles: ["USDA-Accredited Veterinarian", "Veterinary Receptionist"]
  description: "Extracts species, microchip number, vaccination dates, and destination-country endorsement requirements from the patient record to pre-populate USDA APHIS Form 7001, ready for accredited DVM review and USDA endorsement."
  inputs: ["patient record", "vaccination history", "microchip number", "destination-country import requirements"]
  outputs: ["completed APHIS Form 7001 draft"]
  automation: medium
  human_in_loop: sign-off
  tools: ["document generation", "practice management system"]
  frequency: ad-hoc
  trigger: "Pre-fill the APHIS 7001 for Max the golden retriever traveling to Germany next week — pull his rabies cert, microchip, and check Germany's endorsement requirements."

- id: generate-itemized-treatment-estimate-with-aaha-procedure-cod
  title: "Generate itemized treatment estimate with AAHA procedure code mapping"
  domain: "Finance & Accounting"
  roles: ["Veterinary Receptionist", "Veterinary Technician", "Veterinary Practice Manager"]
  description: "Builds a client-facing line-item estimate from the proposed treatment plan, mapping each service to AAHA procedure codes and the practice fee schedule, and outputs low/high range brackets as required for client informed consent."
  inputs: ["treatment plan notes", "practice fee schedule", "AAHA procedure code list"]
  outputs: ["itemized client estimate with low/high range brackets", "procedure code mapping sheet"]
  automation: high
  human_in_loop: review-before-send
  tools: ["practice management system", "document generation"]
  frequency: daily
  trigger: "Generate a treatment estimate for Bella's pyometra surgery including pre-anesthetic bloodwork, anesthesia, OVH, and 2-night hospitalization."

- id: parse-incoming-cbc-and-serum-chemistry-panel-and-flag-critic
  title: "Parse incoming CBC and serum chemistry panel and flag critical values"
  domain: "Operations & Project Mgmt"
  roles: ["Veterinary Technician", "Veterinarian"]
  description: "Reads in-house or reference-lab CBC and chemistry panel reports, compares each analyte against species-specific reference intervals, highlights out-of-range values, and routes critical flags such as severe azotemia or critical thrombocytopenia to the attending clinician."
  inputs: ["lab result report (PDF or HL7)", "species-specific reference interval table"]
  outputs: ["annotated result summary", "critical-value alert message"]
  automation: high
  human_in_loop: spot-check
  tools: ["document extraction", "practice management system", "messaging"]
  frequency: daily
  trigger: "Parse the reference lab results that just came in for Luna and flag anything outside normal feline reference intervals for the attending DVM."

- id: draft-specialist-referral-letter-with-soap-note-summary
  title: "Draft specialist referral letter with SOAP note summary"
  domain: "Operations & Project Mgmt"
  roles: ["Veterinarian", "Veterinary Technician"]
  description: "Compiles a formal referral letter for a board-certified specialist from the patient's SOAP notes, pertinent diagnostic results, and current medication list, formatted with referring DVM contact details and reason for referral."
  inputs: ["SOAP notes", "lab and imaging results", "current medication list", "referring DVM details"]
  outputs: ["specialist referral letter"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document generation", "practice management system"]
  frequency: ad-hoc
  trigger: "Draft a referral letter for Rocky to the cardiology service — summarize his mitral valve disease workup and current pimobendan and furosemide doses."

- id: prepare-pet-insurance-claim-form-from-visit-soap-notes-and-i
  title: "Prepare pet insurance claim form from visit SOAP notes and itemized invoice"
  domain: "Finance & Accounting"
  roles: ["Veterinary Receptionist", "Veterinary Practice Manager"]
  description: "Extracts ICD or proprietary diagnosis codes, procedure line items, and totals from the patient visit record and formats them into the carrier claim form with SOAP attachment, ready for direct submission or client forwarding."
  inputs: ["SOAP notes", "itemized invoice", "insurance carrier claim form template", "patient policy number"]
  outputs: ["completed insurance claim form", "SOAP note attachment"]
  automation: medium
  human_in_loop: approve
  tools: ["document extraction", "document generation", "email"]
  frequency: daily
  trigger: "Prep the Trupanion direct claim for today's visit — pull the diagnosis, procedure codes, and invoice total from the record."

- id: generate-state-compliant-rabies-vaccination-certificate-and
  title: "Generate state-compliant rabies vaccination certificate and queue registry update"
  domain: "Legal & Compliance"
  roles: ["Veterinary Technician", "Veterinarian"]
  description: "Creates a state-compliant rabies certificate from the administered vaccine lot number, expiration date, and patient microchip data, and prepares the corresponding county or state rabies registry update entry."
  inputs: ["patient record", "vaccine product and lot number", "vaccine expiration date", "microchip number", "license tag number"]
  outputs: ["signed rabies certificate", "rabies registry update record"]
  automation: high
  human_in_loop: sign-off
  tools: ["document generation", "practice management system"]
  frequency: daily
  trigger: "Generate the rabies certificate for Cooper's booster today — Merial PureVax 1-year, lot 45B2, expires 2027 — include his microchip and new tag number."

- id: reconcile-end-of-shift-pharmacy-dispensing-log-against-physi
  title: "Reconcile end-of-shift pharmacy dispensing log against physical controlled-substance count"
  domain: "Operations & Project Mgmt"
  roles: ["Veterinary Technician", "Veterinary Practice Manager"]
  description: "Compares quantities of Schedule II–V drugs dispensed or administered during the shift against the opening and closing physical inventory counts, flagging any variances and documenting the reconciliation for the controlled-substance logbook."
  inputs: ["shift dispensing log", "opening inventory count sheet", "closing physical count sheet"]
  outputs: ["shift reconciliation report", "controlled-substance variance flag"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "practice management system"]
  frequency: daily
  trigger: "Run the end-of-shift pharmacy reconciliation for today — compare what was logged as dispensed against the count sheets for all Schedule II–IV drugs."

- id: draft-post-operative-discharge-instructions-for-tplo-recover
  title: "Draft post-operative discharge instructions for TPLO recovery"
  domain: "Customer Success & Support"
  roles: ["Veterinary Technician", "Veterinary Surgeon", "Veterinarian"]
  description: "Generates patient-specific written discharge instructions for post-TPLO or other orthopedic recovery including leash-restriction protocol, weight-bearing milestones, incision care, rehabilitation exercise schedule, and prescribed medication directions."
  inputs: ["procedure performed", "surgeon notes", "weight-bearing status at discharge", "prescribed medication list"]
  outputs: ["client discharge instruction sheet"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document generation", "practice management system"]
  frequency: ad-hoc
  trigger: "Draft the discharge instructions for Sadie's TPLO — she's non-weight-bearing, on carprofen and gabapentin, recheck radiographs in 8 weeks."

- id: create-pre-anesthetic-risk-assessment-note-with-asa-physical
  title: "Create pre-anesthetic risk assessment note with ASA physical status classification"
  domain: "Operations & Project Mgmt"
  roles: ["Veterinary Technician", "Veterinarian"]
  description: "Summarizes the patient's pre-anesthetic exam findings, bloodwork results, and comorbidities into a structured note that assigns an ASA physical status class (I–V) and documents anesthetic risk level and recommended protocol adjustments."
  inputs: ["pre-anesthetic physical exam findings", "CBC and chemistry results", "patient signalment and weight", "current medication list"]
  outputs: ["pre-anesthetic risk assessment note with ASA class assignment"]
  automation: medium
  human_in_loop: approve
  tools: ["practice management system", "document generation"]
  frequency: daily
  trigger: "Write up the pre-anesthetic assessment for Milo's dental — he's 10 years old, CKD stage 2, bloodwork is in the record, assign the ASA class and flag monitoring considerations."

- id: generate-vaccination-history-export-for-boarding-airline-or
  title: "Generate vaccination history export for boarding, airline, or import compliance"
  domain: "Operations & Project Mgmt"
  roles: ["Veterinary Receptionist", "Veterinary Technician"]
  description: "Extracts the patient's complete vaccination history from the practice management system and formats it as a standardized summary listing vaccine product, lot number, expiration date, and administering DVM, suitable for boarding facilities, airlines, or import authorities."
  inputs: ["patient vaccination record from practice management system"]
  outputs: ["vaccination history summary document"]
  automation: high
  human_in_loop: none
  tools: ["practice management system", "document generation"]
  frequency: ad-hoc
  trigger: "Export Daisy's full vaccination history for the boarding kennel — they need all vaccines with product names, lot numbers, and expiration dates."

- id: reconcile-wellness-plan-benefit-utilization-against-monthly
  title: "Reconcile wellness plan benefit utilization against monthly member billing statement"
  domain: "Finance & Accounting"
  roles: ["Veterinary Practice Manager", "Veterinary Receptionist"]
  description: "Compares services delivered to each wellness plan member against that plan tier's included benefit schedule, flags over-utilization, unbilled items, or lapsed payments, and reconciles against monthly remittance received from the plan administrator."
  inputs: ["wellness plan benefit schedule by tier", "patient visit and service records", "monthly billing statement from plan administrator"]
  outputs: ["benefit utilization reconciliation report", "billing discrepancy list"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "practice management system"]
  frequency: monthly
  trigger: "Reconcile this month's wellness plan members — check which benefits have been redeemed versus what each tier includes and flag any billing gaps or overages."

- id: draft-client-interpretation-memo-for-leptospirosis-mat-serol
  title: "Draft client interpretation memo for leptospirosis MAT serology panel results"
  domain: "Customer Success & Support"
  roles: ["Veterinarian", "Veterinary Technician"]
  description: "Translates microscopic agglutination test (MAT) panel results — listing serovar-specific titers — into a plain-language client memo explaining titer significance, vaccination-status implications, infection versus vaccination response, and recommended follow-up steps."
  inputs: ["MAT titer panel results by serovar", "patient vaccination history", "clinical context notes"]
  outputs: ["client-facing MAT result interpretation memo"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document generation"]
  frequency: ad-hoc
  trigger: "Draft a memo interpreting these MAT results for the Hendersons — the dog has elevated titers to Icterohaemorrhagiae and Canicola, explain what it means clinically and what we recommend next."

- id: draft-ctr-for-cage-currency-transaction
  title: "Draft CTR for cage currency transaction"
  domain: "Finance & Accounting"
  roles: ["Title 31 Compliance Officer", "Casino Compliance Analyst"]
  description: "Pull patron transaction data from the cage system, populate FinCEN Form 112 fields (patron identity, transaction amount, instrument type), and queue the filing for supervisor sign-off before the BSA 15-day deadline."
  inputs: ["cage transaction log", "patron ID record", "prior CTR filing history"]
  outputs: ["draft FinCEN Form 112 (CTR)", "compliance queue entry"]
  automation: medium
  human_in_loop: sign-off
  tools: ["compliance management system", "document generator"]
  frequency: daily
  trigger: "Patron just completed a $12,500 cash buy-in at the main cage — draft the CTR"

- id: draft-sar-narrative-for-structuring-pattern
  title: "Draft SAR narrative for structuring pattern"
  domain: "Legal & Compliance"
  roles: ["Title 31 Compliance Officer", "Casino Compliance Analyst"]
  description: "Analyze flagged transaction sequences for structuring indicators (multiple sub-$10K cash transactions within 24 hours), then draft a FinCEN Form 111 SAR narrative meeting BSA specificity requirements."
  inputs: ["patron transaction history", "surveillance incident notes", "prior CTR filings"]
  outputs: ["draft SAR narrative (FinCEN Form 111)", "case file summary"]
  automation: medium
  human_in_loop: sign-off
  tools: ["compliance management system", "case management system"]
  frequency: ad-hoc
  trigger: "Patron had three cash-ins of $9,800, $9,500, and $9,200 on the same shift — draft the SAR"

- id: reconcile-w-2g-issuances-against-slot-jackpot-log
  title: "Reconcile W-2G issuances against slot jackpot log"
  domain: "Finance & Accounting"
  roles: ["Revenue Audit Analyst", "Gaming Tax Analyst"]
  description: "Match each W-2G form issued during a shift against the slot system jackpot event log, flagging unmatched hand pays and any missing patron tax ID entries above the $1,200 IRS reporting threshold."
  inputs: ["W-2G issuance log", "slot system jackpot report", "patron tax ID records"]
  outputs: ["W-2G reconciliation worksheet", "exception list"]
  automation: high
  human_in_loop: spot-check
  tools: ["slot management system", "spreadsheet", "document generator"]
  frequency: daily
  trigger: "Reconcile last night's W-2G issuances against the slot jackpot log for swing shift"

- id: screen-patron-against-state-voluntary-exclusion-list
  title: "Screen patron against state voluntary exclusion list"
  domain: "Legal & Compliance"
  roles: ["Casino Compliance Analyst", "Casino Host", "Surveillance Analyst"]
  description: "Cross-reference a patron's name, date of birth, and photo ID data against the current state gaming commission voluntary exclusion (VE) list export, returning a match/no-match result with required follow-up action."
  inputs: ["patron name and date of birth", "government-issued ID scan", "state VE list export"]
  outputs: ["exclusion screening result", "compliance alert (if matched)", "incident documentation"]
  automation: high
  human_in_loop: approve
  tools: ["compliance management system", "identity verification system"]
  frequency: ad-hoc
  trigger: "New patron enrolling for a loyalty card — confirm they are not on the Ohio voluntary exclusion list"

- id: reconcile-table-game-drop-against-fill-and-credit-slips
  title: "Reconcile table game drop against fill-and-credit slips"
  domain: "Finance & Accounting"
  roles: ["Revenue Audit Analyst", "Table Games Manager"]
  description: "Tally the physical drop count from each table's drop box against all fill slips and credit slips issued during the shift to compute net table hold and flag variances outside tolerance per MICS requirements."
  inputs: ["drop count sheet", "fill slips", "credit slips", "opening and closing chip inventory records"]
  outputs: ["table game drop/fill reconciliation report", "variance exception list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["table management system", "spreadsheet"]
  frequency: daily
  trigger: "Reconcile Pit 2 blackjack tables drop vs. fills for last night's swing shift"

- id: generate-patron-annual-win-loss-statement
  title: "Generate patron annual win/loss statement"
  domain: "Customer Success & Support"
  roles: ["Casino Host", "Player Development Executive", "Player Club Manager"]
  description: "Pull rated play data from the player tracking system for a requested calendar year and produce a formatted win/loss statement the patron can use for personal tax records."
  inputs: ["player tracking system rated play data", "patron club account number", "date range"]
  outputs: ["win/loss statement PDF"]
  automation: high
  human_in_loop: none
  tools: ["player tracking system", "document generator"]
  frequency: ad-hoc
  trigger: "Player 449823 is asking for their 2025 win/loss statement for their tax filing"

- id: reconcile-cage-shift-accountability-report
  title: "Reconcile cage shift accountability report"
  domain: "Finance & Accounting"
  roles: ["Cage Manager", "Revenue Audit Analyst"]
  description: "Compare the physical end-of-shift count of cash, chips, chips-in-transit, and negotiable instruments in the main bank against the cage accountability report, documenting overages or shortages per internal control standards."
  inputs: ["physical count sheet", "cage accountability report", "fill and credit slips", "chip inventory log"]
  outputs: ["cage shift reconciliation report", "overage/shortage variance memo"]
  automation: medium
  human_in_loop: sign-off
  tools: ["cage management system", "spreadsheet"]
  frequency: daily
  trigger: "Day shift cage is closing — reconcile the main bank count against the accountability report"

- id: verify-gaming-equipment-vendor-license-with-state-control-bo
  title: "Verify gaming equipment vendor license with state control board"
  domain: "Legal & Compliance"
  roles: ["Regulatory Affairs Manager", "Gaming Compliance Officer"]
  description: "Confirm that a prospective gaming equipment supplier holds a current, active license or registration with the relevant state gaming control board before issuing a purchase order or placing equipment on the floor."
  inputs: ["vendor name and jurisdiction", "gaming control board license registry", "vendor onboarding checklist"]
  outputs: ["license verification memo", "vendor onboarding checklist status update"]
  automation: high
  human_in_loop: spot-check
  tools: ["regulatory database", "web browser", "vendor management system"]
  frequency: ad-hoc
  trigger: "We are about to PO a new slot cabinet supplier — verify their Nevada gaming license is active"

- id: build-90-day-gaming-license-renewal-calendar
  title: "Build 90-day gaming license renewal calendar"
  domain: "Legal & Compliance"
  roles: ["Regulatory Affairs Manager", "Gaming Compliance Officer"]
  description: "Review all active gaming operator, key employee, and associated equipment licenses and produce a forward-looking 90-day renewal calendar with per-license required documentation checklists."
  inputs: ["license registry spreadsheet", "state gaming commission renewal requirements", "current date"]
  outputs: ["license renewal calendar", "per-license documentation checklist"]
  automation: high
  human_in_loop: spot-check
  tools: ["compliance calendar", "document generator", "email"]
  frequency: monthly
  trigger: "Pull all licenses expiring in the next 90 days and list what documents we need to renew each one"

- id: audit-player-comp-awards-against-rated-theoretical-loss
  title: "Audit player comp awards against rated theoretical loss"
  domain: "Finance & Accounting"
  roles: ["Player Development Executive", "Revenue Audit Analyst", "Casino Host"]
  description: "Match comps (room, F&B, free play) issued to players during a period against their average daily theoretical (ADT) loss to verify awards fall within the property's comp-to-theoretical-loss policy ratios."
  inputs: ["comp issuance log", "player rated play report (ADT/ATL)", "comp policy guidelines"]
  outputs: ["comp-to-theoretical loss ratio report", "out-of-policy exception list"]
  automation: high
  human_in_loop: spot-check
  tools: ["player tracking system", "spreadsheet"]
  frequency: weekly
  trigger: "Audit last week's comp issuances for Diamond tier players and flag anyone over the 30% comp-to-loss threshold"

- id: prepare-jackpot-hand-pay-documentation-packet
  title: "Prepare jackpot hand pay documentation packet"
  domain: "Operations & Project Mgmt"
  roles: ["Slot Operations Manager", "Slot Attendant", "Cage Manager"]
  description: "Assemble the complete hand-pay packet for a jackpot event: jackpot slip, patron ID verification record, W-2G form (if the payout meets or exceeds $1,200), and state withholding calculation where applicable."
  inputs: ["jackpot event record (slot system)", "patron government ID", "W-2G threshold rules", "state withholding rate table"]
  outputs: ["jackpot slip", "W-2G form", "tax withholding notice", "completed hand pay packet"]
  automation: medium
  human_in_loop: approve
  tools: ["slot management system", "document generator", "tax calculation tool"]
  frequency: daily
  trigger: "Slot machine 4412 hit a $4,500 jackpot — prepare the hand pay packet for the patron"

- id: age-unredeemed-tito-vouchers-for-escheatment-review
  title: "Age unredeemed TITO vouchers for escheatment review"
  domain: "Finance & Accounting"
  roles: ["Revenue Audit Analyst", "Cage Manager", "Slot Operations Manager"]
  description: "Identify TITO (Ticket-In Ticket-Out) vouchers that remain unredeemed past the property's expiration period, calculate total outstanding liability, and flag any vouchers approaching the state statutory escheatment deadline."
  inputs: ["TITO voucher issuance and redemption log", "expiration policy", "state escheatment statute deadline"]
  outputs: ["unredeemed voucher aging report", "escheatment liability summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["slot management system", "spreadsheet"]
  frequency: monthly
  trigger: "Run an aging report on all unredeemed TITO tickets older than 90 days and flag any approaching escheatment"

- id: prepare-monthly-gross-gaming-revenue-tax-worksheet
  title: "Prepare monthly gross gaming revenue tax worksheet"
  domain: "Finance & Accounting"
  roles: ["Gaming Tax Analyst", "Revenue Audit Analyst"]
  description: "Compile slot handle, table drop, and ancillary gaming revenue figures into the state-required monthly GGR tax return worksheet, applying tiered tax rates and deducting eligible promotional allowances per jurisdiction rules."
  inputs: ["slot revenue report", "table game revenue report", "promotional allowance records", "state GGR tax rate schedule"]
  outputs: ["monthly GGR tax worksheet", "tax liability summary", "draft state filing"]
  automation: medium
  human_in_loop: sign-off
  tools: ["gaming accounting system", "spreadsheet", "tax calculation tool"]
  frequency: monthly
  trigger: "May is closed — prepare the Nevada monthly GGR tax worksheet for controller review before the filing deadline"

- id: draft-obituary-from-family-arrangement-intake-form
  title: "Draft obituary from family arrangement intake form"
  domain: "Marketing & Content"
  roles: ["Funeral Director", "Arrangement Counselor", "Aftercare Coordinator"]
  description: "Compose a publishable obituary using decedent biographical details captured on the arrangement intake form, formatted for newspaper column-inch requirements and funeral home website posting, ready for family review and approval before submission."
  inputs: ["Family arrangement intake form", "Decedent biographical notes", "Survived-by list"]
  outputs: ["Draft obituary text", "Word count summary for newspaper billing"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Text editor", "Email client", "Funeral management software"]
  frequency: ad-hoc
  trigger: "Draft an obituary for Mrs. Collins using the intake form we completed this morning—newspaper deadline is 3 PM"

- id: cross-check-general-price-list-against-ftc-funeral-rule-item
  title: "Cross-check General Price List against FTC Funeral Rule itemization requirements"
  domain: "Legal & Compliance"
  roles: ["Funeral Home Administrator", "Funeral Director"]
  description: "Compare the current General Price List, Casket Price List, and Outer Burial Container Price List line by line against FTC Funeral Rule mandatory itemization and disclosure language, flagging missing line items, non-compliant phrasing, or absent required statements."
  inputs: ["Current GPL", "Current Casket Price List", "Current OBC Price List", "FTC Funeral Rule 16 CFR Part 453 checklist"]
  outputs: ["Compliance gap report", "Flagged price list with correction notes"]
  automation: high
  human_in_loop: spot-check
  tools: ["Document processor", "Compliance checklist template"]
  frequency: quarterly
  trigger: "Review all three price lists for FTC Funeral Rule compliance before our state board inspection next month"

- id: populate-decedent-demographic-fields-on-death-certificate-fr
  title: "Populate decedent demographic fields on death certificate from intake"
  domain: "Operations & Project Mgmt"
  roles: ["Funeral Director", "Funeral Home Administrator"]
  description: "Transfer decedent name, DOB, SSN, race/ethnicity, marital status, occupation, industry, usual residence, and informant details from the arrangement intake form into the Electronic Death Registration System demographic fields in preparation for physician cause-of-death certification."
  inputs: ["Arrangement intake form", "Government-issued ID copy", "Social Security card copy"]
  outputs: ["EDRS death certificate draft with demographic section complete", "Data entry error log"]
  automation: high
  human_in_loop: spot-check
  tools: ["Electronic Death Registration System (EDRS)", "Document processor"]
  frequency: ad-hoc
  trigger: "Pre-fill the death certificate for case #3041—I need it ready for the attending physician to certify tomorrow"

- id: prepare-and-file-burial-permit-application-with-county-regis
  title: "Prepare and file burial permit application with county registrar"
  domain: "Legal & Compliance"
  roles: ["Funeral Director", "Funeral Home Administrator"]
  description: "Compile the disposition/burial permit application package—certified death certificate, place of disposition confirmation, and embalmer's affidavit if applicable—and submit to the county vital records registrar to obtain the legally required permit before final disposition."
  inputs: ["Certified death certificate", "Disposition authorization form", "Embalmer's affidavit (if applicable)"]
  outputs: ["Issued burial permit", "Transit permit (interstate removal cases)"]
  automation: medium
  human_in_loop: approve
  tools: ["EDRS portal", "Vital records registrar portal", "Document processor"]
  frequency: ad-hoc
  trigger: "Death certificate is certified—file the burial permit for the Ramirez case so we can proceed with Tuesday's interment"

- id: complete-va-form-21p-530ez-burial-allowance-claim
  title: "Complete VA Form 21P-530EZ burial allowance claim"
  domain: "Finance & Accounting"
  roles: ["Funeral Director", "Funeral Home Administrator", "Pre-Need Counselor"]
  description: "Populate VA Form 21P-530EZ (Burial Benefits Application) with decedent veteran service record details and itemized funeral and burial expenses, attach the DD-214 and receipts, and prepare the package for claimant signature before submission to the VA Regional Benefits Office."
  inputs: ["DD-214 Certificate of Release", "Itemized statement of funeral goods and services", "VA eligibility determination", "Claimant identity documentation"]
  outputs: ["Completed VA Form 21P-530EZ", "Submission cover letter", "Itemized expense attachment"]
  automation: high
  human_in_loop: review-before-send
  tools: ["PDF form filler", "Document processor", "Email client"]
  frequency: ad-hoc
  trigger: "Veteran case—draft the VA burial benefits claim for the Henderson family and flag anything missing from the DD-214"

- id: draft-life-insurance-assignment-of-benefits-packet-for-at-ne
  title: "Draft life insurance assignment of benefits packet for at-need contract"
  domain: "Finance & Accounting"
  roles: ["Funeral Director", "Arrangement Counselor", "Funeral Home Administrator"]
  description: "Prepare the irrevocable assignment of life insurance benefits form transferring policy proceeds to the funeral home as payment for at-need services, paired with an itemized Statement of Funeral Goods and Services Selected that satisfies both the insurer's claim requirements and FTC Funeral Rule disclosure obligations."
  inputs: ["Life insurance policy details", "Itemized statement of funeral goods and services", "Beneficiary authorization"]
  outputs: ["Completed assignment of benefits (AOB) form", "Itemized SFGSS attachment", "Insurer claim submission cover letter"]
  automation: high
  human_in_loop: approve
  tools: ["PDF form filler", "Contract management system", "Document processor"]
  frequency: ad-hoc
  trigger: "Family is paying with a whole-life policy—prepare the assignment of benefits paperwork and itemized statement for signature today"

- id: verify-next-of-kin-authorization-hierarchy-and-prepare-crema
  title: "Verify next-of-kin authorization hierarchy and prepare cremation authorization"
  domain: "Legal & Compliance"
  roles: ["Funeral Director", "Crematory Operator", "Funeral Home Administrator"]
  description: "Confirm the legal right-of-disposition order under the applicable state statute, identify any conflicting parties or absent signatories, and assemble the cremation authorization form with identity documentation and relationship attestations before releasing remains to the crematory."
  inputs: ["State right-of-disposition statute", "Decedent death certificate", "Relationship documentation from each authorizing party"]
  outputs: ["Signed cremation authorization form", "NOKI verification checklist", "Hold notice if dispute identified"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Document processor", "E-signature platform", "Funeral management software"]
  frequency: ad-hoc
  trigger: "Cremation case—confirm who has authorization rights and prepare the cremation auth form; there may be a sibling dispute"

- id: convert-preneed-contract-to-at-need-case-file-upon-death-not
  title: "Convert preneed contract to at-need case file upon death notification"
  domain: "Operations & Project Mgmt"
  roles: ["Pre-Need Counselor", "Funeral Home Administrator", "Funeral Director"]
  description: "Transfer merchandise selections, guaranteed price locks, and trust fund balance from the existing preneed contract into the new at-need case file, document price variances for any non-guaranteed items against the current GPL, and issue a trust claim notice to the preneed trust administrator."
  inputs: ["Preneed contract", "Current GPL", "Preneed trust account statement"]
  outputs: ["At-need case file with preneed items carried over", "Price variance summary", "Trust claim notification letter"]
  automation: medium
  human_in_loop: approve
  tools: ["Funeral management software", "Document processor", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "Mr. Okafor passed last night—pull his preneed contract and convert everything to the at-need file; flag any non-guaranteed items"

- id: generate-grave-opening-and-closing-interment-order-for-groun
  title: "Generate grave opening and closing interment order for grounds crew"
  domain: "Operations & Project Mgmt"
  roles: ["Cemetery Administrator", "Funeral Director"]
  description: "Produce a formal interment order specifying cemetery section, lot, and space number, committal service date and time, grave depth, outer burial container placement instructions, and any special monument or marker restrictions, for the grounds maintenance crew to execute."
  inputs: ["Deed or plot assignment record", "Committal service schedule", "Outer burial container vendor order confirmation"]
  outputs: ["Interment work order", "Grounds crew assignment sheet", "Plot diagram markup"]
  automation: high
  human_in_loop: spot-check
  tools: ["Cemetery management system", "Scheduling software", "Document processor"]
  frequency: ad-hoc
  trigger: "Schedule the interment for the Vasquez case—plot is Section C, Lot 44, Space 2, service is Thursday at 11 AM"

- id: calculate-preneed-contract-cancellation-refund-per-state-sta
  title: "Calculate preneed contract cancellation refund per state statute"
  domain: "Finance & Accounting"
  roles: ["Pre-Need Counselor", "Funeral Home Administrator", "Trust Officer"]
  description: "Apply the applicable state's preneed cancellation formula—statutory refund percentage, accrued trust earnings allocation, and permissible non-refundable administrative fee cap—to compute the net refund owed to the cancelling purchaser and generate the authorization letter within the statutory response window."
  inputs: ["Preneed contract", "Trust account statement with earnings detail", "State preneed statute cancellation schedule"]
  outputs: ["Cancellation refund calculation worksheet", "Refund authorization letter", "Trust disbursement instruction"]
  automation: high
  human_in_loop: approve
  tools: ["Spreadsheet", "Document processor", "Trust management system"]
  frequency: ad-hoc
  trigger: "Mrs. Thornton wants to cancel her preneed—calculate her refund under Michigan's preneed statute and draft the authorization letter"

- id: reconcile-preneed-trust-deposits-against-state-mandated-escr
  title: "Reconcile preneed trust deposits against state-mandated escrow percentage"
  domain: "Finance & Accounting"
  roles: ["Trust Officer", "Funeral Home Administrator", "Pre-Need Counselor"]
  description: "Compare preneed contract sales receipts for the reporting period against trust deposit ledger entries to confirm the required percentage of each contract's face value has been deposited per state preneed law, flagging any deposit shortfalls or timing violations for correction before the state board filing."
  inputs: ["Preneed sales ledger", "Trust account bank statements", "State-mandated deposit percentage schedule by contract type"]
  outputs: ["Monthly preneed trust reconciliation report", "Deficiency notice and cure calculation (if applicable)"]
  automation: high
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Accounting software", "Trust management system"]
  frequency: monthly
  trigger: "Run the monthly preneed trust reconciliation—I need it ready for our state board filing by the 15th"

- id: audit-casket-room-floor-models-against-current-casket-price
  title: "Audit casket room floor models against current Casket Price List"
  domain: "Operations & Project Mgmt"
  roles: ["Funeral Director", "Funeral Home Administrator"]
  description: "Physically inventory casket floor models on display, cross-reference each against the current Casket Price List for accurate model names and pricing, flag discontinued or unpriced models, and identify out-of-stock items that must be reordered or removed from the price list to maintain FTC Funeral Rule compliance."
  inputs: ["Physical floor model inventory count", "Current Casket Price List", "Supplier current catalog"]
  outputs: ["Inventory reconciliation discrepancy report", "Casket Price List correction request", "Reorder list"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Inventory management system", "Document processor", "Spreadsheet"]
  frequency: monthly
  trigger: "Do a floor model audit and flag any caskets that aren't on our price list or have been discontinued by the manufacturer"

- id: compile-military-funeral-honors-request-for-committal-servic
  title: "Compile military funeral honors request for committal service"
  domain: "Operations & Project Mgmt"
  roles: ["Funeral Director", "Arrangement Counselor"]
  description: "Prepare and submit the DoD Military Funeral Honors request to the appropriate branch of service, specifying ceremony type (two-person detail vs. ceremonial guard), committal service details, and point-of-contact information, while verifying DD-214 eligibility and coordinating a confirmation acknowledgment."
  inputs: ["DD-214 Certificate of Release or Discharge", "Committal service schedule", "Branch-of-service honors coordinator contact"]
  outputs: ["Submitted military honors request form", "Confirmation acknowledgment", "Ceremony type selection summary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["DoD honors request portal", "Document processor", "Email client"]
  frequency: ad-hoc
  trigger: "Veteran case—submit the military honors request for Friday's graveside committal and confirm which branch handles it"

- id: verify-cdt-code-to-tooth-surface-mapping-on-pending-claim
  title: "Verify CDT code-to-tooth-surface mapping on pending claim"
  domain: "Finance & Accounting"
  roles: ["Dental Billing Specialist", "Insurance Coordinator"]
  description: "Before submitting a dental claim, confirm that each procedure code requiring tooth number and surface entries (e.g., D2391–D2394 resin composites) has correct surface designations and that tooth positions match the patient's chart. Flag incomplete or mismatched entries before they reach the clearinghouse."
  inputs: ["Pending claim batch", "Patient clinical chart", "CDT code surface-requirement reference"]
  outputs: ["Corrected claim batch", "Pre-submission error flag report"]
  automation: high
  human_in_loop: spot-check
  tools: ["Practice management system", "Claim scrubber"]
  frequency: daily
  trigger: "Flag any claims in today's batch where composite codes are missing tooth or surface entries before we submit to Delta"

- id: generate-patient-treatment-plan-estimate-with-ada-code-break
  title: "Generate patient treatment plan estimate with ADA code breakdown"
  domain: "Customer Success & Support"
  roles: ["Treatment Coordinator", "Dental Front Desk Coordinator"]
  description: "Produce an itemized patient estimate listing each planned CDT procedure code, the practice fee, estimated insurance benefit based on verified breakdown of benefits, and patient out-of-pocket responsibility. Format for chair-side presentation and patient signature."
  inputs: ["Proposed treatment plan with CDT codes", "Verified breakdown of benefits", "Practice UCR fee schedule"]
  outputs: ["Signed patient treatment plan estimate", "Patient financial responsibility summary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Practice management system", "Document generation system"]
  frequency: ad-hoc
  trigger: "Generate a treatment estimate for Maria's crown and two composites on #18 and #19 using her MetLife benefits"

- id: reconcile-contracted-fee-schedule-against-ucr-master-fee-sch
  title: "Reconcile contracted fee schedule against UCR master fee schedule"
  domain: "Finance & Accounting"
  roles: ["Dental Billing Specialist", "Dental Office Manager"]
  description: "Compare per-procedure contracted rates in each active insurance fee schedule against the practice's UCR fee schedule to calculate expected contractual write-off amounts per code and flag any codes where the contracted rate represents an outsized reduction."
  inputs: ["Insurer-issued fee schedule PDF or download", "Practice UCR fee schedule", "Active plan roster"]
  outputs: ["Fee schedule comparison spreadsheet", "Write-off analysis by CDT code", "Under-contracted code flag list"]
  automation: high
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Practice management system"]
  frequency: quarterly
  trigger: "Delta just sent the updated 2026 fee schedule—compare it against our UCR and flag any codes where we are losing more than 30%"

- id: draft-clinical-narrative-for-implant-pre-authorization
  title: "Draft clinical narrative for implant pre-authorization"
  domain: "Finance & Accounting"
  roles: ["Dental Billing Specialist", "Implant Coordinator", "Oral Surgeon Treatment Coordinator"]
  description: "Write a supporting clinical narrative letter for a D6010/D6011 implant pre-authorization submission, summarizing bone density findings, extraction date, radiographic evidence, and medical necessity language required by the payer to accompany the pre-auth package."
  inputs: ["Patient chart notes and treatment plan", "Periapical or panoramic radiograph description", "Extraction date and history", "Payer pre-auth requirements"]
  outputs: ["Clinical narrative letter", "Complete pre-authorization package"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Practice management system", "Document generation system"]
  frequency: ad-hoc
  trigger: "Write the clinical narrative for patient #4432's implant pre-auth for United Concordia—extraction was March 2025 and we have the panorex"

- id: flag-missing-tooth-clause-risk-on-implant-or-bridge-claim
  title: "Flag missing tooth clause risk on implant or bridge claim"
  domain: "Finance & Accounting"
  roles: ["Dental Billing Specialist", "Insurance Coordinator"]
  description: "Cross-reference the patient's dental insurance effective date against the extraction date of the tooth being replaced to determine whether the missing tooth clause applies, and generate a patient notice and documentation note if a denial is likely."
  inputs: ["Insurance effective date", "Extraction date from chart or prior claims history", "Plan benefit summary or EOB"]
  outputs: ["Missing tooth clause risk assessment", "Patient communication note", "Pre-auth cover letter language if proceeding"]
  automation: high
  human_in_loop: spot-check
  tools: ["Practice management system", "Eligibility verification system"]
  frequency: ad-hoc
  trigger: "Check if Mrs. Chen's Cigna plan will cover the bridge on #30—it was extracted two years before she joined her husband's plan"

- id: calculate-cob-primary-and-secondary-benefit-for-dual-coverag
  title: "Calculate COB primary and secondary benefit for dual-coverage patient"
  domain: "Finance & Accounting"
  roles: ["Dental Billing Specialist", "Insurance Coordinator"]
  description: "Apply coordination of benefits (COB) rules—non-duplication clause, birthday rule, or carve-out—to calculate the split between primary and secondary insurance and the resulting patient balance for a proposed or completed treatment."
  inputs: ["Primary plan EOB or estimated benefit", "Secondary plan benefit summary and COB rule type", "Completed or proposed claim with CDT codes"]
  outputs: ["COB worksheet", "Patient balance calculation", "Secondary claim submission data"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Practice management system", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "The child has coverage under both parents. Run the COB for the sealants using the birthday rule and tell me what the family owes"

- id: generate-orthodontic-financial-agreement-with-installment-sc
  title: "Generate orthodontic financial agreement with installment schedule"
  domain: "Finance & Accounting"
  roles: ["Orthodontic Treatment Coordinator", "Orthodontist"]
  description: "Produce a signed orthodontic financial contract specifying total case fee, insurance credit applied, required down payment, monthly installment amount, payment due dates, and delinquency or missed-payment terms for a braces or clear aligner case."
  inputs: ["Case fee", "Insurance benefit estimate", "Down payment amount", "Payment term in months", "Patient and guarantor information"]
  outputs: ["Signed orthodontic financial contract", "Installment payment schedule", "Patient ledger initialization"]
  automation: high
  human_in_loop: approve
  tools: ["Practice management system", "Document generation system", "E-signature system"]
  frequency: ad-hoc
  trigger: "Set up a 24-month payment contract for Jake's braces: $5,800 case fee, $800 Delta benefit, $500 down, spread the rest evenly"

- id: check-plan-frequency-limitations-before-scheduling-covered-s
  title: "Check plan frequency limitations before scheduling covered services"
  domain: "Operations & Project Mgmt"
  roles: ["Dental Front Desk Coordinator", "Insurance Coordinator", "Dental Recall Coordinator"]
  description: "Before booking an appointment for prophylaxis, bitewing series, panoramic X-ray, or comprehensive exam, verify the patient's remaining plan frequency allotments within the coverage period to avoid scheduling non-covered services without prior patient notice."
  inputs: ["Patient insurance plan benefit summary", "Last service dates by CDT code from chart or EOB", "Requested appointment type"]
  outputs: ["Frequency eligibility report", "Scheduling flag with coverage note", "Patient cost estimate if service is non-covered"]
  automation: high
  human_in_loop: spot-check
  tools: ["Eligibility verification system", "Practice management system"]
  frequency: daily
  trigger: "Mrs. Patel wants a cleaning next week—check if she has hit her two-cleanings-per-year limit with Aetna"

- id: post-and-reconcile-era-against-open-claim-balances
  title: "Post and reconcile ERA against open claim balances"
  domain: "Finance & Accounting"
  roles: ["Dental Billing Specialist", "Dental Office Manager"]
  description: "Match incoming Electronic Remittance Advice (ANSI 835) transactions to open claims in the practice management system, post insurance payments and contractual adjustments by CDT code and tooth, and flag line-item discrepancies where payment differs from the estimated allowed amount."
  inputs: ["ERA file or clearinghouse portal download", "Open claims ledger with expected payment", "Current fee schedule write-off table"]
  outputs: ["Posted payment batch", "Unresolved discrepancy report", "Claims requiring follow-up or appeal"]
  automation: high
  human_in_loop: spot-check
  tools: ["Practice management system", "Clearinghouse portal"]
  frequency: daily
  trigger: "The Delta ERA came in this morning—auto-post the payments and flag anything that paid less than the contracted rate"

- id: generate-perio-chart-summary-with-psr-classification
  title: "Generate perio chart summary with PSR classification"
  domain: "Operations & Project Mgmt"
  roles: ["Registered Dental Hygienist", "Periodontist"]
  description: "Convert chair-side 6-point probing depth measurements, bleeding on probing (BOP), recession, furcation class, and mobility scores into a formatted periodontal chart note and calculate the patient's Periodontal Screening and Recording (PSR) score, flagging sextants that meet referral threshold."
  inputs: ["6-point probing depth readings per tooth", "BOP flags", "Recession measurements", "Furcation class and mobility scores"]
  outputs: ["Formatted periodontal chart note", "PSR score by sextant", "Periodontal classification and treatment recommendation flag"]
  automation: high
  human_in_loop: spot-check
  tools: ["Practice management system", "Digital perio charting module"]
  frequency: ad-hoc
  trigger: "I just finished charting on room 2—generate the perio summary and flag whether she needs a referral to the periodontist"

- id: draft-downcode-appeal-letter-with-cdt-clinical-justification
  title: "Draft downcode appeal letter with CDT clinical justification"
  domain: "Finance & Accounting"
  roles: ["Dental Billing Specialist", "Insurance Coordinator"]
  description: "Write a formal appeal letter when an insurer has downgraded a submitted procedure code—such as D2392 composite to D2160 amalgam, or D4341 scaling and root planing to D1110 prophylaxis—citing ADA CDT definitions, clinical documentation (probing depths, surface count, radiographic findings), and applicable plan contract language."
  inputs: ["Original claim and EOB showing the downcode and denial reason", "Clinical chart notes and radiographs", "CDT code official definitions", "Plan contract or benefit booklet language"]
  outputs: ["Formal appeal letter with clinical attachments", "Resubmission package with corrected claim"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Practice management system", "Document generation system"]
  frequency: ad-hoc
  trigger: "MetLife downgraded my patient's D4341 to a prophy again—write an appeal letter using the probing depths as clinical evidence"

- id: generate-recall-notice-with-unscheduled-treatment-flag
  title: "Generate recall notice with unscheduled treatment flag"
  domain: "Customer Success & Support"
  roles: ["Dental Recall Coordinator", "Dental Front Desk Coordinator"]
  description: "Produce personalized recall outreach messages for patients overdue for hygiene reappointment, incorporating any outstanding unscheduled treatment plan items presented at the last visit (e.g., a crown, a watch, or a referral) to prompt both recall scheduling and case acceptance."
  inputs: ["Overdue recall patient list with last hygiene date", "Unscheduled treatment plan items per patient", "Preferred contact method and patient demographic"]
  outputs: ["Personalized recall messages by SMS, email, or letter", "Outreach log", "Follow-up call task list for non-responders"]
  automation: high
  human_in_loop: spot-check
  tools: ["Practice management system", "Patient communication platform"]
  frequency: weekly
  trigger: "Pull everyone who is 90 or more days past their recall due date and send a message reminding them about their cleaning and any open treatment"

- id: reconcile-orthodontic-installment-ledger-and-generate-delinq
  title: "Reconcile orthodontic installment ledger and generate delinquency notices"
  domain: "Finance & Accounting"
  roles: ["Orthodontic Treatment Coordinator", "Dental Office Manager"]
  description: "Compare each active orthodontic patient's payment ledger against their signed installment contract schedule, identify accounts where one or more payments are past due, and generate patient-specific collection notices itemizing the overdue balance, missed payment date, and next steps."
  inputs: ["Active orthodontic contract payment schedules", "Patient payment ledger entries", "Practice collection policy and notice templates"]
  outputs: ["Delinquent account aging report", "Patient collection notices", "Internal follow-up task list for treatment coordinator"]
  automation: high
  human_in_loop: spot-check
  tools: ["Practice management system", "Document generation system"]
  frequency: monthly
  trigger: "Run the ortho AR and flag every patient who missed a payment this month so we can send reminders before the 30-day mark"

- id: triage-ncpdp-reject-codes-and-map-corrective-actions
  title: "Triage NCPDP reject codes and map corrective actions"
  domain: "Operations & Project Mgmt"
  roles: ["Claims Adjudication Specialist", "Pharmacy Billing Specialist", "PBM Operations Analyst"]
  description: "Parse rejected claim files for NCPDP reject codes (e.g., 70 Product/Service Not Covered, 75 Prior Authorization Required, 76 Plan Limitations Exceeded) and generate a prioritized work queue with standard corrective actions mapped to each code."
  inputs: ["claims rejection file (NCPDP D.0 format)", "payer reject code reference table", "benefit plan ruleset"]
  outputs: ["triaged rejection queue by code category", "corrective action summary report", "resubmission candidates list"]
  automation: high
  human_in_loop: spot-check
  tools: ["claims adjudication system", "spreadsheet", "workflow management system"]
  frequency: daily
  trigger: "Morning rejection queue has 340 claims; flag which codes need PA, which need NDC correction, and which are plan-limit issues."

- id: validate-step-therapy-criteria-satisfaction-before-pa-submis
  title: "Validate step-therapy criteria satisfaction before PA submission"
  domain: "Legal & Compliance"
  roles: ["Prior Authorization Pharmacist", "PA Technician", "Pharmacy Benefits Analyst"]
  description: "Cross-reference patient medication history against the plan's step-edit protocol to confirm required first-line agents have been tried and failed before preparing a prior authorization request for the step-2 or step-3 agent."
  inputs: ["patient medication history (claims or EMR)", "formulary step-edit criteria document", "requested drug NDC"]
  outputs: ["step-therapy attestation checklist", "gap analysis of missing trial agents", "PA request pre-fill draft"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["PBM adjudication platform", "EMR integration", "document generation tool"]
  frequency: daily
  trigger: "PA request came in for Dupixent; confirm patient has documented trials of topical corticosteroids and calcineurin inhibitors per our step-edit."

- id: flag-340b-duplicate-discount-violations-in-medicaid-ffs-clai
  title: "Flag 340B duplicate discount violations in Medicaid FFS claims"
  domain: "Legal & Compliance"
  roles: ["340B Compliance Coordinator", "Pharmacy Reimbursement Analyst", "340B Program Manager"]
  description: "Cross-reference 340B-purchased NDCs dispensed to Medicaid fee-for-service patients against rebate invoices to identify prohibited duplicate discounts, which expose covered entities to OPA audit risk and manufacturer contract termination."
  inputs: ["340B dispensing log with NDC and patient eligibility", "Medicaid FFS claims file", "state Medicaid rebate invoices"]
  outputs: ["duplicate discount violation report by NDC and date of service", "remediation action list", "OPA audit-ready evidence file"]
  automation: high
  human_in_loop: approve
  tools: ["340B split-billing software", "claims data warehouse", "compliance reporting tool"]
  frequency: monthly
  trigger: "Run our monthly 340B duplicate discount scrub before submitting the rebate dispute to the state."

- id: reconcile-mac-list-price-updates-against-open-dispensed-clai
  title: "Reconcile MAC list price updates against open dispensed claims"
  domain: "Finance & Accounting"
  roles: ["MAC Pricing Analyst", "PBM Contracting Analyst", "Pharmacy Finance Manager"]
  description: "When a PBM issues a MAC (Maximum Allowable Cost) list update, identify all claims dispensed in the lookback window at the superseded MAC price and calculate the net reimbursement delta, flagging claims eligible for MAC appeal under state MAC transparency laws."
  inputs: ["updated MAC pricing list with effective date", "adjudicated claims extract (NDC, dispensed quantity, reimbursed amount)", "state MAC appeal window rules"]
  outputs: ["variance report by NDC showing old vs. new MAC differential", "MAC appeal candidate list with deadline dates", "estimated financial impact summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["claims data warehouse", "pricing database", "spreadsheet"]
  frequency: weekly
  trigger: "PBM pushed a MAC update yesterday; show me which NDCs dropped more than 5% and which claims are still within the appeal window."

- id: generate-state-pdmp-submission-file-for-schedule-ii-v-dispen
  title: "Generate state PDMP submission file for Schedule II–V dispensing"
  domain: "Legal & Compliance"
  roles: ["Controlled Substance Compliance Officer", "Pharmacy Informatics Analyst", "Pharmacy Operations Manager"]
  description: "Extract controlled substance dispensing records, format them per the state ASAP 4.2 (or state-specific) schema, validate required fields (prescriber DEA, patient DOB, days supply, refill number), and prepare the encrypted submission file for state PDMP upload."
  inputs: ["dispensing system controlled substance extract", "state PDMP data format specification (ASAP schema)", "prescriber DEA registry"]
  outputs: ["validated PDMP submission file", "validation error log", "submission confirmation receipt"]
  automation: high
  human_in_loop: spot-check
  tools: ["pharmacy dispensing system", "PDMP reporting module", "file transfer/SFTP client"]
  frequency: daily
  trigger: "Generate and validate today's Schedule II CII-CV PDMP file for the state board submission before the 11:59 PM cutoff."

- id: document-pharmacist-clinical-override-rationale-for-dur-aler
  title: "Document pharmacist clinical override rationale for DUR alert"
  domain: "Operations & Project Mgmt"
  roles: ["Staff Pharmacist", "Clinical Pharmacist", "DUR Pharmacist"]
  description: "When a pharmacist overrides a drug utilization review alert (drug-drug interaction, therapeutic duplication, age/gender conflict, high dose), generate a structured clinical override note capturing the alert type, severity level, prescriber consultation outcome, and patient-specific justification for the dispensing record."
  inputs: ["DUR alert details (alert code, severity, interacting drugs)", "prescriber consultation notes", "patient diagnosis and indication data"]
  outputs: ["structured DUR override documentation entry", "audit trail record", "counseling flag for dispensing queue"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["pharmacy dispensing system", "clinical decision support tool", "documentation platform"]
  frequency: daily
  trigger: "I just overrode a major DDI alert for warfarin plus fluconazole with prescriber approval; draft the override note for the dispensing record."

- id: reconcile-manufacturer-rebate-invoice-against-contracted-tie
  title: "Reconcile manufacturer rebate invoice against contracted tier and market share thresholds"
  domain: "Finance & Accounting"
  roles: ["Rebate Analyst", "PBM Contracting Analyst", "Pharmacy Finance Manager"]
  description: "Match manufacturer rebate invoices to the formulary tier placement and market share performance thresholds defined in the rebate agreement, identify under- or over-paid amounts by drug and quarter, and prepare dispute documentation for discrepancies."
  inputs: ["manufacturer rebate invoice", "rebate contract with tier criteria and market share targets", "PBM utilization claims extract by NDC and formulary tier"]
  outputs: ["rebate reconciliation workpaper by drug class", "dispute letter draft for underpayments", "accrual adjustment journal entry"]
  automation: medium
  human_in_loop: approve
  tools: ["rebate management system", "claims data warehouse", "spreadsheet", "contract management system"]
  frequency: quarterly
  trigger: "Q1 rebate invoices are in; reconcile them against our contracted rates and flag any where the market share calculation looks off."

- id: draft-mtm-comprehensive-medication-review-personal-medicatio
  title: "Draft MTM Comprehensive Medication Review personal medication list and action plan"
  domain: "Customer Success & Support"
  roles: ["MTM Pharmacist", "Clinical Pharmacist", "Medicare Part D MTM Coordinator"]
  description: "Using patient claims and self-reported medication data, generate a structured Personal Medication List (PML) and Medication Action Plan (MAP) in the CMS-approved format for a Medicare Part D Comprehensive Medication Review, ready for pharmacist review and patient delivery."
  inputs: ["patient Part D claims history (12 months)", "patient self-reported OTC and supplement list", "CMS MTM CMR documentation template"]
  outputs: ["Personal Medication List (PML) draft", "Medication Action Plan (MAP) with prioritized recommendations", "CMR completion record for TARx reporting"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["MTM platform", "Part D claims system", "document generation tool"]
  frequency: ad-hoc
  trigger: "Pull together the CMR packet for my 2 PM MTM appointment; patient is on 12 chronic meds and flagged for polypharmacy."

- id: identify-underpaid-dispensing-fee-claims-against-contracted
  title: "Identify underpaid dispensing fee claims against contracted fee schedule"
  domain: "Finance & Accounting"
  roles: ["Pharmacy Reimbursement Analyst", "Pharmacy Billing Specialist", "Network Contract Manager"]
  description: "Compare the dispensing fees adjudicated on paid claims against the contracted dispensing fee schedule by payer, plan type, and drug category to surface systematic underpayments, especially for specialty, long-term care, or preferred network tiers."
  inputs: ["paid claims extract with adjudicated dispensing fee", "provider contract dispensing fee schedule by plan/tier", "payer EOB data"]
  outputs: ["underpaid claim list with delta amounts", "systematic variance summary by payer and plan type", "resubmission or dispute batch file"]
  automation: high
  human_in_loop: spot-check
  tools: ["claims adjudication system", "contract fee schedule database", "data warehouse", "spreadsheet"]
  frequency: monthly
  trigger: "Run the dispensing fee audit for Medicare Advantage claims from last month and flag any plans paying below our contracted rate."

- id: reconcile-wholesaler-chargeback-submissions-against-gpo-cont
  title: "Reconcile wholesaler chargeback submissions against GPO contract pricing"
  domain: "Finance & Accounting"
  roles: ["GPO Contracting Specialist", "Pharmacy Purchasing Manager", "Chargeback Reconciliation Analyst"]
  description: "Match submitted wholesaler chargeback claims to the underlying GPO or direct contract prices, verify eligibility of purchasing entity, and identify denied or short-paid chargebacks requiring re-submission or contract clarification."
  inputs: ["chargeback submission file (contract, NDC, quantity, invoice price)", "GPO contract price file with eligibility dates", "wholesaler chargeback adjudication response"]
  outputs: ["chargeback variance reconciliation report", "denied chargeback re-submission batch", "price discrepancy log for contract review"]
  automation: high
  human_in_loop: spot-check
  tools: ["chargeback management system", "GPO contract database", "EDI transaction platform", "spreadsheet"]
  frequency: weekly
  trigger: "Wholesaler returned 87 denied chargebacks this week; map each denial reason and prep the re-submission file for eligible claims."

- id: calculate-retroactive-dir-fee-impact-on-net-reimbursement-pe
  title: "Calculate retroactive DIR fee impact on net reimbursement per claim"
  domain: "Finance & Accounting"
  roles: ["DIR Fee Analyst", "Pharmacy Reimbursement Analyst", "Pharmacy Finance Manager"]
  description: "Apply retroactive Direct and Indirect Remuneration (DIR) fee clawbacks received from a PBM to the original point-of-sale adjudicated claims to compute true net reimbursement per claim, identify claims that fell below cost, and reconcile against accounts receivable."
  inputs: ["DIR fee reconciliation statement from PBM (by performance period)", "original adjudicated claims extract with POS reimbursement", "drug acquisition cost (WAC or invoice)"]
  outputs: ["net reimbursement per claim after DIR", "below-cost dispensing report by NDC and plan", "AR reconciliation entry", "DIR impact trend analysis"]
  automation: high
  human_in_loop: spot-check
  tools: ["claims data warehouse", "DIR reconciliation module", "spreadsheet", "accounting system"]
  frequency: quarterly
  trigger: "Q4 DIR statements just posted; apply them back to the original claims and show me which preferred networks are actually losing us money after DIR."

- id: audit-340b-accumulator-for-mixed-use-inventory-replenishment
  title: "Audit 340B accumulator for mixed-use inventory replenishment accuracy"
  domain: "Legal & Compliance"
  roles: ["340B Compliance Coordinator", "340B Auditor", "Pharmacy Operations Manager"]
  description: "For a covered entity using mixed-use inventory, verify that 340B replenishment orders placed with the wholesaler match the count of qualifying patient-dispensed 340B claims in OPAIS, ensuring no over-ordering that would constitute diversion under OPA guidelines."
  inputs: ["340B qualifying patient dispensing log by NDC", "wholesaler 340B replenishment order history", "OPAIS eligibility records for dispensing period"]
  outputs: ["replenishment-to-dispensing reconciliation report by NDC", "over-order variance flag list", "OPA audit-ready accumulator documentation"]
  automation: medium
  human_in_loop: approve
  tools: ["340B split-billing software", "wholesaler ordering platform", "OPAIS portal export", "spreadsheet"]
  frequency: monthly
  trigger: "Prep our monthly 340B accumulator audit before the OPA desk audit submission; flag any NDCs where we replenished more units than we dispensed to qualifying patients."

- id: generate-pa-turnaround-time-compliance-report-against-regula
  title: "Generate PA turnaround time compliance report against regulatory standards"
  domain: "Data & Reporting (BI)"
  roles: ["Prior Authorization Pharmacist", "PBM Compliance Analyst", "Pharmacy Benefits Manager"]
  description: "Aggregate prior authorization request timestamps from intake to determination, segment by urgency class (standard vs. expedited), and compare against state-mandated and CMS turnaround time requirements (e.g., 72-hour standard, 24-hour expedited), flagging breaches."
  inputs: ["PA request log with intake timestamp and determination timestamp", "plan-level TAT regulatory requirements by state and line of business", "PA denial and approval outcomes"]
  outputs: ["TAT compliance scorecard by plan and urgency class", "breach list with patient and request identifiers", "regulatory filing summary for state submissions"]
  automation: high
  human_in_loop: spot-check
  tools: ["PA management system", "data warehouse", "reporting/BI tool"]
  frequency: weekly
  trigger: "Pull the PA TAT report for last week and flag any expedited requests where we missed the 24-hour CMS benchmark, segmented by therapeutic category."

- id: match-end-of-assignment-contractors-to-open-requisitions
  title: "Match end-of-assignment contractors to open requisitions"
  domain: "Sales & BizDev"
  roles: ["Delivery Manager", "Talent Advisor", "Staffing Coordinator"]
  description: "When a contractor's end date is within 10 days, compare their skills profile and location against all open unfilled requisitions to produce a ranked redeployment shortlist, reducing bench time and preserving margin."
  inputs: ["Contractor end-date report", "Active requisition list", "Contractor skills profile", "Client preferred-supplier agreements"]
  outputs: ["Ranked redeployment match list with fit rationale", "Outreach draft to contractor", "Internal alert to account manager"]
  automation: high
  human_in_loop: spot-check
  tools: ["ATS", "VMS portal", "CRM", "spreadsheet"]
  frequency: daily
  trigger: "Show me all contractors rolling off in the next 10 days and which open reqs they could redeploy into."

- id: reconcile-approved-timesheets-against-weekly-client-invoice
  title: "Reconcile approved timesheets against weekly client invoice"
  domain: "Finance & Accounting"
  roles: ["Billing Specialist", "Staffing Controller", "Payroll Coordinator"]
  description: "Compare contractor-approved timesheet hours and overtime by cost center against the draft client invoice line items, surfacing any rate mismatches, missing PO numbers, or unapproved overtime before the invoice is sent."
  inputs: ["Approved timesheet export", "Draft client invoice", "Bill-rate schedule by placement", "Client PO register"]
  outputs: ["Reconciliation exception report", "Corrected invoice line items", "Discrepancy log for client"]
  automation: high
  human_in_loop: spot-check
  tools: ["Payroll system", "Billing platform", "Spreadsheet"]
  frequency: weekly
  trigger: "Run the timesheet-to-invoice reconciliation for the week ending Friday and flag any billing exceptions."

- id: flag-placements-below-target-bill-to-pay-spread-threshold
  title: "Flag placements below target bill-to-pay spread threshold"
  domain: "Finance & Accounting"
  roles: ["Branch Manager", "Staffing Account Manager", "Margin Analyst"]
  description: "Scan all active placements and compute the gross margin spread (bill rate minus pay rate minus burden) for each, then flag placements where the net margin falls below the branch-level floor or contracted minimum markup."
  inputs: ["Active placement roster with bill rates and pay rates", "Burden rate table by employee type", "Target margin thresholds by job category"]
  outputs: ["Below-threshold placement report sorted by margin gap", "Recommended corrective actions (rate renegotiation or assignment end)"]
  automation: high
  human_in_loop: spot-check
  tools: ["Payroll system", "Staffing back-office platform", "Spreadsheet"]
  frequency: weekly
  trigger: "Which active placements are running below our 18% gross margin floor this week?"

- id: generate-i-9-section-3-reverification-due-list
  title: "Generate I-9 Section 3 reverification due list"
  domain: "Legal & Compliance"
  roles: ["I-9 Compliance Coordinator", "Onboarding Specialist", "HR Compliance Analyst"]
  description: "Pull all contractor I-9 records where a time-limited work-authorization document (EAD, OPT, TN) expires within 90 days, and generate a prioritized reverification task list with required Section 3 completion deadlines and contractor contact details."
  inputs: ["I-9 tracker with document type and expiration dates", "Active placement roster", "Work-authorization category reference table"]
  outputs: ["Reverification due list sorted by urgency", "Pre-filled Section 3 reminder emails to contractors", "Compliance calendar entries"]
  automation: high
  human_in_loop: approve
  tools: ["I-9 management system", "HRIS", "Email platform"]
  frequency: weekly
  trigger: "Pull all contractors whose work-auth documents expire in the next 90 days and draft the reverification reminders."

- id: run-aca-look-back-measurement-period-hours-audit
  title: "Run ACA look-back measurement period hours audit"
  domain: "Legal & Compliance"
  roles: ["ACA Compliance Specialist", "PEO Benefits Manager", "Benefits Administrator"]
  description: "Aggregate contractor hours across the standard or initial measurement period and identify variable-hour employees who have crossed the 130-hours-per-month ACA full-time equivalent threshold, triggering required coverage offers."
  inputs: ["Contractor hours by pay period for measurement window", "ACA measurement period calendar", "Current benefits enrollment status"]
  outputs: ["ACA eligibility determination list", "1095-C preparation data feed", "Coverage-offer trigger list with stability period start dates"]
  automation: high
  human_in_loop: spot-check
  tools: ["Payroll system", "Benefits administration platform", "Spreadsheet"]
  frequency: monthly
  trigger: "Run the ACA look-back audit for the standard measurement period ending last month and tell me who crossed the FTE threshold."

- id: check-multi-state-payroll-tax-registration-requirements-for
  title: "Check multi-state payroll tax registration requirements for new contractor work location"
  domain: "Finance & Accounting"
  roles: ["Multi-State Payroll Manager", "Payroll Tax Analyst", "PEO Compliance Specialist"]
  description: "When a contractor starts an assignment in a state where the employer has no existing payroll tax nexus, identify the required state and local registrations (SUI, SIT withholding, SUI new employer rate, local tax) and generate a registration checklist with agency links and estimated timelines."
  inputs: ["New contractor work-state and locality", "Employer nexus registry by state", "State payroll tax registration requirement reference"]
  outputs: ["State nexus registration checklist", "Draft state agency registration forms", "Estimated SUI new-employer rate lookup"]
  automation: medium
  human_in_loop: approve
  tools: ["Payroll system", "State tax authority portals", "Compliance database"]
  frequency: ad-hoc
  trigger: "We just placed a contractor in New Mexico for the first time — what tax registrations do we need and what are the deadlines?"

- id: audit-workers-comp-class-codes-against-active-placement-job
  title: "Audit workers' comp class codes against active placement job titles"
  domain: "Finance & Accounting"
  roles: ["Workers' Comp Coordinator", "Staffing Operations Analyst", "Risk Manager"]
  description: "Compare current workers' comp class codes assigned to each active placement against NCCI or state-specific classification schedules for the actual job duties performed, flagging misclassifications that could expose the agency to audit penalties or premium under-collection."
  inputs: ["Active placement list with assigned WC class codes", "NCCI class code schedule", "Job duty descriptions by placement", "Current experience modification factor"]
  outputs: ["Misclassified placement report with correct class code recommendations", "Estimated premium impact of corrections", "Carrier notification draft"]
  automation: medium
  human_in_loop: approve
  tools: ["Workers' comp management system", "NCCI lookup", "Staffing back-office platform"]
  frequency: monthly
  trigger: "Run a workers' comp class code audit across all light-industrial placements and flag any that look misclassified."

- id: parse-vms-requisition-and-format-internal-job-order-submitta
  title: "Parse VMS requisition and format internal job order submittal packet"
  domain: "Operations & Project Mgmt"
  roles: ["VMS Coordinator", "MSP Program Manager", "Staffing Fulfillment Analyst"]
  description: "Ingest a job requisition arriving through a VMS portal (e.g., Fieldglass, Beeline, or IQNavigator format), extract bill rate, required skills, submission deadline, and headcount, and generate a formatted internal job order and a submittal-ready candidate profile template."
  inputs: ["VMS requisition export or notification", "Client rate card", "Internal job order template", "Submittal format requirements per client"]
  outputs: ["Internal job order", "Submittal-ready candidate profile packet", "Priority-scored req intake summary for recruiters"]
  automation: high
  human_in_loop: spot-check
  tools: ["VMS portal", "ATS", "Document automation"]
  frequency: daily
  trigger: "New reqs just dropped in the VMS — parse them and create internal job orders with the submittal templates."

- id: report-markup-variance-by-client-against-contracted-rate-sch
  title: "Report markup variance by client against contracted rate schedule"
  domain: "Data & Reporting (BI)"
  roles: ["Staffing Analyst", "Branch Controller", "Staffing Account Manager"]
  description: "Compare actual bill rates and pay rates on all placements against the master service agreement rate card for each client, and produce a variance report showing placements where the charged markup deviates from the negotiated schedule by job category."
  inputs: ["Active and closed placement data with actual rates", "Client MSA rate card by job category and tier", "Period start and end dates"]
  outputs: ["Markup variance report by client and job category", "Over- and under-charged placement list", "Revenue leakage summary"]
  automation: high
  human_in_loop: none
  tools: ["Staffing back-office platform", "BI/reporting tool", "Spreadsheet"]
  frequency: monthly
  trigger: "Generate this month's markup variance report for all MSP clients and show me where we're off the contracted rate card."

- id: flag-long-tenure-contractors-for-co-employment-risk-review
  title: "Flag long-tenure contractors for co-employment risk review"
  domain: "Legal & Compliance"
  roles: ["Compliance Manager", "Client Services Director", "Risk & Compliance Analyst"]
  description: "Scan active placements for contractors who have been on-site with the same client for longer than the co-employment risk threshold (typically 18 or 24 months), and produce a report with recommended remediation actions such as tenure break, direct-hire conversion discussion, or client notification."
  inputs: ["Active placement roster with start dates", "Co-employment tenure policy thresholds", "Client co-employment addendum terms"]
  outputs: ["Co-employment risk flagged placement list", "Days-remaining-before-threshold column", "Recommended action per placement", "Draft client notification for longest-tenure cases"]
  automation: high
  human_in_loop: review-before-send
  tools: ["ATS", "Staffing back-office platform", "CRM"]
  frequency: monthly
  trigger: "Which contractors are approaching or past the co-employment threshold and what should we do about each one?"

- id: draft-tnc-referral-notice-for-e-verify-tentative-nonconfirma
  title: "Draft TNC referral notice for E-Verify tentative nonconfirmation"
  domain: "Legal & Compliance"
  roles: ["I-9 Compliance Coordinator", "Employment Eligibility Verifier", "Onboarding Specialist"]
  description: "When an E-Verify case returns a Tentative Nonconfirmation (TNC), generate the required Further Action Notice (FAN) and referral letter for the employee, log the case status, and set a follow-up reminder for the 8-day federal agency referral deadline."
  inputs: ["E-Verify TNC case result", "Contractor contact information", "TNC reason code (SSA or DHS)", "FAN template"]
  outputs: ["Completed Further Action Notice", "Employee referral letter with agency instructions", "Case status log entry", "8-day follow-up calendar alert"]
  automation: medium
  human_in_loop: approve
  tools: ["E-Verify system", "I-9 management platform", "Email platform"]
  frequency: ad-hoc
  trigger: "We got a TNC result on a new contractor — generate the Further Action Notice and set the referral deadline reminder."

- id: look-up-service-contract-act-wage-determination-for-governme
  title: "Look up Service Contract Act wage determination for government staffing placement"
  domain: "Legal & Compliance"
  roles: ["SCA Administrator", "Government Contracts Compliance Analyst", "Federal Staffing Specialist"]
  description: "For a placement on a federal service contract, retrieve the applicable DOL wage determination by place of performance and occupation code, confirm the correct WD number to reference in the contract, and extract the required wage rates and fringe benefits by labor classification."
  inputs: ["Federal contract number or agency name", "Place of performance (city and county)", "SOC occupation code or labor classification title", "Contract period of performance"]
  outputs: ["Applicable SCA wage determination number and effective date", "Wage and fringe benefit schedule by labor classification", "Compliance checklist for contractor offer letter"]
  automation: high
  human_in_loop: spot-check
  tools: ["DOL Wage Determinations Online (WDOL)", "Federal procurement database", "Compliance database"]
  frequency: ad-hoc
  trigger: "We're staffing a contract at a federal facility in San Antonio — pull the SCA wage determination and tell me the required rates for Security Guard Class I."

- id: notify-variable-hour-contractor-of-aca-benefits-enrollment-e
  title: "Notify variable-hour contractor of ACA benefits enrollment eligibility"
  domain: "HR & People Ops"
  roles: ["PEO Benefits Manager", "ACA Compliance Specialist", "Benefits Administrator"]
  description: "When a variable-hour contractor crosses the ACA full-time equivalency threshold during the measurement period and enters the stability period, generate the required coverage-offer notice with enrollment window dates, plan options, and consequences of waiving."
  inputs: ["ACA eligibility determination output", "Benefits plan summary descriptions", "Stability period start and end dates", "Contractor contact data"]
  outputs: ["ACA coverage-offer notice per contractor", "Enrollment window communication with deadline", "Waiver-of-coverage form if applicable", "Delivery log for compliance record"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Benefits administration platform", "HRIS", "Email platform"]
  frequency: monthly
  trigger: "Generate ACA enrollment notices for all variable-hour contractors who just became eligible at the start of the new stability period."

- id: normalize-t-12-operating-statement-for-acquisition-underwrit
  title: "Normalize T-12 operating statement for acquisition underwriting"
  domain: "Finance & Accounting"
  roles: ["Acquisitions Analyst", "REIT Asset Manager", "Capital Markets Associate"]
  description: "Strip one-time, non-recurring items (insurance proceeds, casualty losses, management transition costs) from a trailing-12-month income statement to produce a stabilized NOI for underwriting. Produce a bridge schedule showing every adjustment."
  inputs: ["T-12 operating statement (PDF or Excel)", "GL detail report", "property management notes"]
  outputs: ["Normalized T-12 workpaper", "NOI bridge schedule"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "document parser"]
  frequency: ad-hoc
  trigger: "Normalize the T-12 for 123 Main St—strip the one-time roof replacement and the insurance reimbursement before I run the cap rate."

- id: reconcile-co-broker-commission-split-against-executed-psa
  title: "Reconcile co-broker commission split against executed PSA"
  domain: "Finance & Accounting"
  roles: ["Transaction Coordinator", "Capital Markets Associate", "Closing Analyst"]
  description: "Compare the cooperating broker's commission entitlement in the signed Purchase and Sale Agreement to ALTA settlement statement line items and flag any shortfall or override before disbursement."
  inputs: ["Executed PSA", "ALTA/HUD-1 settlement statement", "commission disbursement authorization form"]
  outputs: ["Commission reconciliation memo", "variance log"]
  automation: high
  human_in_loop: approve
  tools: ["document parser", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Check if the co-broker commission on the settlement statement matches the 1.5% split we agreed in the PSA for the Riverside portfolio."

- id: flag-walt-and-occupancy-discrepancies-between-rent-roll-and
  title: "Flag WALT and occupancy discrepancies between rent roll and offering memorandum"
  domain: "Business / Functional Analysis"
  roles: ["Acquisitions Analyst", "Due Diligence Analyst", "REIT Asset Manager"]
  description: "Cross-check weighted average lease term (WALT) and physical/economic occupancy figures cited in the offering memorandum against the raw rent roll data and surface per-tenant variances driving any gap."
  inputs: ["Offering memorandum (PDF)", "rent roll (Excel or PDF)", "lease expiration schedule"]
  outputs: ["Discrepancy report", "corrected WALT calculation workpaper"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "document parser"]
  frequency: ad-hoc
  trigger: "The OM says 4.2 years WALT but my rent roll calc shows 3.7—reconcile these and flag which tenants are driving the gap."

- id: draft-quarterly-lp-distribution-waterfall-notice
  title: "Draft quarterly LP distribution waterfall notice"
  domain: "Finance & Accounting"
  roles: ["REIT Investor Relations Manager", "Fund Accountant", "Asset Manager"]
  description: "Calculate and format the quarterly limited partner distribution notice, showing preferred return accrual, cumulative return of capital, and promote/carried interest splits per the operating agreement waterfall tiers."
  inputs: ["Operating agreement waterfall provisions", "prior distribution history ledger", "cash available for distribution", "LP unit register"]
  outputs: ["Investor distribution notice (per LP)", "waterfall calculation schedule"]
  automation: medium
  human_in_loop: sign-off
  tools: ["spreadsheet", "document generator", "investor portal"]
  frequency: quarterly
  trigger: "Generate the Q2 distribution notice for Fund III—preferred return is 8%, we have $2.1M available across 14 LPs."

- id: test-dscr-covenant-compliance-and-draft-lender-certification
  title: "Test DSCR covenant compliance and draft lender certification"
  domain: "Legal & Compliance"
  roles: ["REIT Treasury Analyst", "Debt Capital Markets Associate", "Asset Manager"]
  description: "Compare current-period NOI and debt service against loan agreement covenant thresholds (DSCR, LTV, occupancy floor) and produce a signed-ready covenant compliance certificate or draft a cure-plan memo if a trip event is detected."
  inputs: ["Loan agreement covenant schedule", "T-12 NOI", "amortization/debt service schedule", "current rent roll"]
  outputs: ["Covenant compliance certificate", "breach alert memo (if applicable)"]
  automation: high
  human_in_loop: approve
  tools: ["spreadsheet", "document parser", "covenant tracking system"]
  frequency: quarterly
  trigger: "Run the Q3 DSCR covenant test for the Lakeview refi—our loan requires 1.25x and I need to know if the recent vacancy puts us at risk."

- id: abstract-lease-economic-terms-into-master-rent-roll
  title: "Abstract lease economic terms into master rent roll"
  domain: "Operations & Project Mgmt"
  roles: ["Lease Administrator", "Asset Manager", "Property Analyst"]
  description: "Extract base rent, escalation schedule, commencement/expiration dates, TI allowance, free-rent period, renewal options, co-tenancy clauses, and kick-out rights from a fully executed lease and populate the master rent roll."
  inputs: ["Executed lease document (PDF)", "master rent roll template"]
  outputs: ["Updated rent roll row", "lease abstract one-pager"]
  automation: high
  human_in_loop: spot-check
  tools: ["document parser", "spreadsheet", "lease abstraction system"]
  frequency: ad-hoc
  trigger: "Abstract the new anchor tenant lease for Suite 200 and add it to the rent roll—flag the co-tenancy clause and any kick-out rights."

- id: log-closed-sale-comp-to-internal-transaction-database
  title: "Log closed sale comp to internal transaction database"
  domain: "Data & Reporting (BI)"
  roles: ["Research Analyst", "Capital Markets Broker", "Acquisitions Analyst"]
  description: "Parse a recorded deed, press release, or data provider alert to extract price per square foot, going-in cap rate, occupancy at sale, buyer/seller identities, and financing structure, then post a structured entry to the internal comp database."
  inputs: ["Recorded deed or transfer document", "press release or newswire alert", "listing data export"]
  outputs: ["Comp database entry", "transaction summary card (PDF)"]
  automation: high
  human_in_loop: spot-check
  tools: ["document parser", "CRM / comp database", "web search"]
  frequency: ad-hoc
  trigger: "Greenway Office Park just closed—pull the deed and news, log the comp: price PSF, cap rate, occupancy, and buyer identity."

- id: assemble-offering-memorandum-from-deal-room-source-documents
  title: "Assemble offering memorandum from deal room source documents"
  domain: "Marketing & Content"
  roles: ["Capital Markets Associate", "Investment Sales Broker", "Marketing Coordinator"]
  description: "Compile the core OM sections—executive summary, property overview, rent roll, T-12, lease expiration schedule, market overview, and site plan—from deal room uploads into a structured, client-ready draft following house style."
  inputs: ["Executive summary template", "rent roll (Excel)", "T-12 operating statement", "aerials and site plan", "submarket report", "lease abstracts"]
  outputs: ["Draft offering memorandum (formatted Word/PDF)"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document generator", "file storage", "design / layout tool"]
  frequency: ad-hoc
  trigger: "Assemble the first draft OM for the Westside Industrial Portfolio using the rent roll and T-12 I uploaded plus the broker market overview."

- id: validate-argus-dcf-assumptions-against-current-market-rent-s
  title: "Validate Argus DCF assumptions against current market rent survey"
  domain: "Business / Functional Analysis"
  roles: ["Acquisitions Analyst", "Valuation Analyst", "REIT Asset Manager"]
  description: "Compare market rent growth, vacancy, exit cap rate, and expense ratio assumptions in the Argus DCF export against current-quarter submarket rent survey data and flag inputs deviating beyond defined tolerance bands."
  inputs: ["Argus model assumption export (tab-delimited or Excel)", "current market rent and vacancy survey", "submarket report"]
  outputs: ["Assumption variance report", "red-flag summary with recommended adjustments"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "document parser"]
  frequency: ad-hoc
  trigger: "Sanity-check the Argus assumptions for the downtown office deal—flag anything where rent growth or exit cap is more than 50bps off the broker survey."

- id: update-acquisition-due-diligence-checklist-against-data-room
  title: "Update acquisition due diligence checklist against data room manifest"
  domain: "Operations & Project Mgmt"
  roles: ["Acquisitions Analyst", "Due Diligence Manager", "Transaction Manager"]
  description: "Ingest a standard acquisition DD checklist and cross-reference it against the virtual data room document index, marking each item received, outstanding, or waived, and surfacing open items as the inspection period deadline approaches."
  inputs: ["DD checklist template", "VDR document index/manifest export", "PSA inspection period deadline"]
  outputs: ["DD tracker with RAG status flags", "outstanding items summary email draft"]
  automation: high
  human_in_loop: spot-check
  tools: ["document parser", "project tracker", "file storage"]
  frequency: ad-hoc
  trigger: "We're 10 days into our 30-day inspection period on Meridian Plaza—update the DD checklist from the data room and flag everything still outstanding."

- id: reconcile-quarterly-borrowing-base-certificate-against-credi
  title: "Reconcile quarterly borrowing base certificate against credit facility agreement"
  domain: "Finance & Accounting"
  roles: ["REIT Treasury Analyst", "Debt Capital Markets Associate", "Fund Accountant"]
  description: "Verify that the quarterly borrowing base certificate submitted to the agent bank accurately reflects eligible assets, advance rates, and outstanding draw amounts per the credit facility agreement, and flag any asset that fails occupancy or LTV eligibility thresholds."
  inputs: ["Borrowing base certificate draft", "credit facility agreement (eligible asset criteria)", "current asset schedule with occupancy and appraised values"]
  outputs: ["Reconciliation workpaper", "exception memo for ineligible assets"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "document parser"]
  frequency: quarterly
  trigger: "Review the Q3 borrowing base certificate before we submit to the agent bank—make sure no assets slipped below the occupancy threshold for eligibility."

- id: build-snda-execution-tracker-for-lender-closing-requirements
  title: "Build SNDA execution tracker for lender closing requirements"
  domain: "Legal & Compliance"
  roles: ["Asset Manager", "Lease Administrator", "Closing Coordinator"]
  description: "For a financing or sale closing, generate a tracking log of all tenants requiring SNDA (Subordination, Non-Disturbance and Attornment) agreements, cross-referencing executed vs. outstanding SNDAs against lender requirements and lease provisions, and queue outstanding request letters."
  inputs: ["Rent roll with SNDA lease requirement flags", "lender SNDA form template", "executed SNDAs from data room"]
  outputs: ["SNDA status tracker (Excel)", "outstanding SNDA request letters (drafted)"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document parser", "spreadsheet", "document generator"]
  frequency: ad-hoc
  trigger: "The lender needs SNDAs from all tenants over 5,000 SF before closing—build a tracker of who has signed and who still needs to execute."

- id: compute-quarterly-nav-per-unit-for-non-traded-reit-reporting
  title: "Compute quarterly NAV per unit for non-traded REIT reporting"
  domain: "Finance & Accounting"
  roles: ["REIT Fund Accountant", "Investor Relations Manager", "Asset Manager"]
  description: "Aggregate current-period appraised values or broker opinions of value against outstanding debt, accrued fees payable, and total unit count to compute and format the quarterly net asset value per unit for LP/shareholder reporting."
  inputs: ["Property appraisals or broker opinions of value (BOVs)", "outstanding loan balance schedule", "accrued fees and liabilities schedule", "unit/share register"]
  outputs: ["NAV calculation memo", "NAV per unit summary table (investor-facing)"]
  automation: medium
  human_in_loop: sign-off
  tools: ["spreadsheet", "document generator"]
  frequency: quarterly
  trigger: "Compute the Q2 NAV per unit for the non-traded REIT—I've uploaded the BOVs and the outstanding debt schedule."

- id: verify-net-revenue-interest-decimals-on-a-division-order
  title: "Verify net revenue interest decimals on a division order"
  domain: "Finance & Accounting"
  roles: ["Division Order Analyst", "Royalty Accountant"]
  description: "Cross-reference working interest (WI) and net revenue interest (NRI) decimals on a new or amended division order against the title opinion, recorded conveyances, and royalty lease burden to confirm the decimal chain sums to 1.000000 for each product code."
  inputs: ["Division order draft", "Title opinion", "Executed royalty lease", "Recorded deeds and assignments"]
  outputs: ["Decimal verification worksheet", "Exception report with out-of-balance line items"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Document parser", "Land management system", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "New division order came in for the Permian Basin well — verify the NRI decimals balance before we execute."

- id: audit-jib-cost-codes-against-approved-afe-line-items
  title: "Audit JIB cost codes against approved AFE line items"
  domain: "Finance & Accounting"
  roles: ["Joint Interest Billing Accountant", "Oil & Gas Accountant"]
  description: "Review monthly joint interest billing statements to confirm each charge code (intangible drilling cost, tangible equipment, workover) maps to an approved AFE line item and that working interest percentages match the executed joint operating agreement."
  inputs: ["Monthly JIB statement", "Approved AFE with line item schedule", "Joint operating agreement (JOA)"]
  outputs: ["JIB exception log", "Cost code variance report"]
  automation: high
  human_in_loop: spot-check
  tools: ["Document parser", "Accounting system", "Spreadsheet"]
  frequency: monthly
  trigger: "Pull the October JIB from Operator X and flag any charges that aren't on the approved AFE."

- id: compute-monthly-severance-tax-liability-by-production-tax-ty
  title: "Compute monthly severance tax liability by production tax type"
  domain: "Finance & Accounting"
  roles: ["Royalty Accountant", "Revenue Accountant", "Production Accountant"]
  description: "Calculate state oil and gas severance tax liability by property, applying statutory rates and any applicable high-cost gas, stripper-well, or enhanced-recovery exemptions; output pre-populated return data formatted for each production state (e.g., Texas RRC, Oklahoma OCC, WOGCC)."
  inputs: ["Monthly production volumes by property and product", "Working interest and royalty ownership decimals", "Current statutory severance tax rates", "Exemption certificates on file"]
  outputs: ["Severance tax computation worksheet", "State return data file by jurisdiction"]
  automation: high
  human_in_loop: spot-check
  tools: ["Production accounting system", "Tax calculation engine", "Spreadsheet"]
  frequency: monthly
  trigger: "Run the Texas oil production tax calc for all our Midland Basin properties for September."

- id: generate-afe-cost-to-date-variance-report-for-active-wells
  title: "Generate AFE cost-to-date variance report for active wells"
  domain: "Finance & Accounting"
  roles: ["AFE Administrator", "Production Accountant", "Drilling Engineer"]
  description: "Pull all posted expenditures against each open authorization for expenditure, compare actuals against approved line items, calculate percent-spent and remaining balance, and flag any line item exceeding 110% of the approved budget as a supplemental AFE trigger."
  inputs: ["Open AFE budget schedules", "Posted cost ledger entries", "Supplemental AFE threshold policy"]
  outputs: ["AFE variance report", "Supplemental AFE trigger list with overage amounts"]
  automation: high
  human_in_loop: spot-check
  tools: ["ERP system", "Project cost tracking system", "Spreadsheet"]
  frequency: weekly
  trigger: "Show me where we stand on all active drilling AFEs — flag anything that's going to need a supp."

- id: build-lease-rental-and-shut-in-royalty-obligation-calendar
  title: "Build lease rental and shut-in royalty obligation calendar"
  domain: "Legal & Compliance"
  roles: ["Petroleum Land Technician", "Land Administration Specialist", "Land Manager"]
  description: "Extract primary term end dates, annual delay rental amounts, Pugh clause triggers, and shut-in royalty payment deadlines from executed leases; build a forward-looking obligation calendar with 90/60/30-day payment alerts to prevent lease expiration by non-payment."
  inputs: ["Executed oil and gas leases", "Land management system records", "County recorder index data"]
  outputs: ["Obligation calendar with payment due dates", "At-risk lease alert list", "Total rental dollar amount summary"]
  automation: medium
  human_in_loop: approve
  tools: ["Document parser", "Land management system", "Calendar and alerting system"]
  frequency: monthly
  trigger: "Which of our acreage leases have rentals due in the next 60 days and what's the total dollar amount?"

- id: reconcile-wellhead-production-volumes-to-plant-inlet-and-res
  title: "Reconcile wellhead production volumes to plant inlet and residue allocation"
  domain: "Operations & Project Mgmt"
  roles: ["Production Accountant", "Gas Balancing Analyst"]
  description: "Tie raw wellhead measured volumes through the gathering system to plant inlet receipts and allocated residue gas and NGL volumes, quantifying measurement variance and fuel/shrinkage against contractual allowances to produce an unaccounted-for gas (UFG) summary."
  inputs: ["Wellhead meter data", "SCADA run-ticket export", "Midstream plant statement", "Gathering and processing agreement"]
  outputs: ["Allocation variance report", "Unaccounted-for gas (UFG) summary", "Imbalance schedule by party"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Production accounting system", "SCADA data export tool", "Spreadsheet"]
  frequency: monthly
  trigger: "Reconcile last month's Haynesville gathering volumes against the midstream plant statement and flag any UFG over 2%."

- id: reconcile-crude-oil-run-tickets-against-lact-unit-meter-reco
  title: "Reconcile crude oil run tickets against LACT unit meter records"
  domain: "Finance & Accounting"
  roles: ["Production Accountant", "Revenue Accountant"]
  description: "Match pipeline-issued crude oil run tickets (volume, gravity, BS&W) against lease automatic custody transfer (LACT) meter readings and tank gauge statements; flag net-barrel discrepancies that would affect revenue recognition and royalty calculations."
  inputs: ["Pipeline run tickets", "LACT unit meter printouts", "Tank gauge records", "BS&W centrifuge test reports"]
  outputs: ["Run ticket reconciliation schedule", "Net barrel variance log with tolerance flags"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Production accounting system", "Document parser", "Spreadsheet"]
  frequency: monthly
  trigger: "Reconcile the Permian LACT receipts for Q3 — I need to confirm the net barrels before we close revenue."

- id: prepare-suspense-release-package-for-resolved-title-defects
  title: "Prepare suspense release package for resolved title defects"
  domain: "Finance & Accounting"
  roles: ["Division Order Analyst", "Royalty Accountant", "Revenue Accountant"]
  description: "Identify suspended royalty and working interest revenue tied to specific title defects (missing probate, unrecorded assignment, heirship dispute); verify curative document resolution; calculate back-pay liability and prepare a release memo with updated division order decimals."
  inputs: ["Suspense account aging report", "Title curative document", "Original division order", "Held-revenue ledger detail"]
  outputs: ["Suspense release memo", "Back-pay calculation schedule", "Updated division order decimal page"]
  automation: low
  human_in_loop: approve
  tools: ["Accounting system", "Document parser", "Land management system", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "The probate on the Smith estate is finally recorded — pull the suspense balance and prep the release package."

- id: compile-and-pre-populate-state-oil-and-gas-commission-produc
  title: "Compile and pre-populate state oil and gas commission production report"
  domain: "Legal & Compliance"
  roles: ["Regulatory Affairs Specialist", "Production Accountant"]
  description: "Aggregate monthly well-level production volumes (oil, gas, water, condensate) by API well number and format them into the required state commission reporting form (e.g., Texas RRC Form PR, Oklahoma OCC Form 1002A, Wyoming WOGCC Form 14), flagging any wells with missing or anomalous volumes before submission."
  inputs: ["Production accounting system monthly export", "API well number master list", "State regulatory form templates"]
  outputs: ["Pre-populated state production report file", "Anomaly and missing-data exception report"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Production accounting system", "Regulatory filing portal", "Document generation tool"]
  frequency: monthly
  trigger: "Generate the Texas RRC production reports for all our operated wells in October before the filing deadline."

- id: reconcile-ngl-yield-factors-on-gas-plant-statement-to-divisi
  title: "Reconcile NGL yield factors on gas plant statement to division order entitlements"
  domain: "Finance & Accounting"
  roles: ["Gas Plant Accountant", "Revenue Accountant", "Royalty Accountant"]
  description: "Compare per-product NGL yield (gallons per MCF) on the plant statement to the contractual keep-whole or percent-of-proceeds (POP) agreement; verify BTU content adjustments and confirm royalty allocations correctly reflect plant thermal reduction (PTR) and line-loss factors."
  inputs: ["Gas plant statement", "Gas processing agreement (keep-whole or POP)", "Division order", "BTU analysis report"]
  outputs: ["NGL yield reconciliation worksheet", "Royalty allocation variance memo"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Accounting system", "Document parser", "Spreadsheet"]
  frequency: monthly
  trigger: "The plant statement for the Midcontinent assets looks off — reconcile the NGL yields against our POP contract and flag the royalty impact."

- id: calculate-acreage-released-under-pugh-clause-after-horizonta
  title: "Calculate acreage released under Pugh clause after horizontal well completion"
  domain: "Legal & Compliance"
  roles: ["Petroleum Land Technician", "Land Administration Specialist"]
  description: "After a horizontal well is placed on production, apply the lease's horizontal (or vertical) Pugh clause to determine which depths or surface acreage tracts are released outside the pooled unit, and prepare an acreage release schedule for the land file."
  inputs: ["Executed oil and gas lease with Pugh clause language", "Plat and survey map", "Directional survey or lateral plat", "Pooling and unit designation order"]
  outputs: ["Pugh clause acreage release schedule", "Updated held-by-production (HBP) acreage notation"]
  automation: low
  human_in_loop: approve
  tools: ["Land management system", "Document parser", "GIS mapping tool"]
  frequency: ad-hoc
  trigger: "The horizontal well in Section 12 just came online — calculate what acreage gets released under the Pugh clause so we can update the HBP schedule."

- id: verify-copas-overhead-charges-against-applicable-accounting
  title: "Verify COPAS overhead charges against applicable accounting procedure exhibit"
  domain: "Finance & Accounting"
  roles: ["Joint Interest Billing Accountant", "Oil & Gas Accountant"]
  description: "Confirm that overhead charges billed in a monthly JIB statement match the overhead method elected in the COPAS Accounting Procedure Exhibit (fixed rate, percentage, or well-type rate), apply the current-year COPAS inflation index adjustment, and flag any amounts exceeding the allowable ceiling."
  inputs: ["JIB statement with overhead line items", "COPAS Accounting Procedure Exhibit (APE)", "Current COPAS annual inflation indices"]
  outputs: ["COPAS overhead compliance report", "Overbilling exception notice with dollar variance"]
  automation: high
  human_in_loop: spot-check
  tools: ["Document parser", "Accounting system", "Spreadsheet"]
  frequency: monthly
  trigger: "Check whether Operator Y's overhead on the Niobrara wells matches the COPAS procedure we signed — last month's number looked too high."

- id: draft-pay-status-change-letter-for-division-order-title-defe
  title: "Draft pay status change letter for division order title defect"
  domain: "Customer Success & Support"
  roles: ["Division Order Analyst", "Royalty Accountant"]
  description: "When a title defect is identified on an existing royalty or overriding royalty interest (ORRI), draft a statutory pay status change notification letter explaining the defect, required curative action, and suspension effective date per applicable state requirements, and log the suspense notation in the revenue system."
  inputs: ["Title opinion excerpt with defect description", "Interest owner contact record", "Applicable state curative statute reference", "Current division order on file"]
  outputs: ["Pay status change letter", "Suspense notation in revenue accounting system"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Document generation tool", "Land management system", "Accounting system"]
  frequency: ad-hoc
  trigger: "We found a gap in the chain of title on Mary Johnson's royalty interest — draft the pay status change letter and note the suspense."

- id: compile-monthly-npdes-dmr-from-effluent-lab-results
  title: "Compile monthly NPDES DMR from effluent lab results"
  domain: "Legal & Compliance"
  roles: ["Environmental Compliance Specialist", "Wastewater Treatment Plant Operator", "Regulatory Affairs Manager"]
  description: "Pull bench sheet and certified lab analytical results for each permitted outfall, calculate monthly averages and maximums, and populate EPA Form 3320-1 (Discharge Monitoring Report) fields ready for eDMR submission. Flag any permit limit exceedances for supervisor review."
  inputs: ["Certified lab analytical reports", "Bench sheets", "NPDES permit effluent limits table", "Prior month DMR"]
  outputs: ["Completed EPA Form 3320-1 draft", "Exceedance flag summary"]
  automation: high
  human_in_loop: sign-off
  tools: ["Spreadsheet", "Compliance tracking system", "Document generator"]
  frequency: monthly
  trigger: "End of month — I need to compile our outfall 001 and 002 DMR numbers and check against permit limits before the 28th eDMR deadline."

- id: draft-24-hour-sanitary-sewer-overflow-notification-letter
  title: "Draft 24-hour sanitary sewer overflow notification letter"
  domain: "Legal & Compliance"
  roles: ["Environmental Compliance Specialist", "Collection System Superintendent", "Utility Operations Manager"]
  description: "Using field-reported SSO data (location, estimated volume, cause, receiving water), draft the required 24-hour verbal follow-up written notification to the state environmental agency and, where required, the local health department, in the format mandated by the NPDES permit."
  inputs: ["SSO field incident report", "Permit notification requirements", "Receiving water body name and classification"]
  outputs: ["Draft SSO written notification letter", "Notification log entry"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Document generator", "Compliance tracking system", "Email client"]
  frequency: ad-hoc
  trigger: "We had a force main break last night — I need to get the 24-hour SSO notification drafted to the regional office before 10 a.m."

- id: reconcile-hazardous-waste-manifest-against-facility-return-c
  title: "Reconcile hazardous waste manifest against facility return copy"
  domain: "Legal & Compliance"
  roles: ["Environmental Health & Safety Coordinator", "Hazardous Waste Manager", "Environmental Compliance Specialist"]
  description: "Match the generator's copy of EPA Uniform Hazardous Waste Manifest (Form 8700-22) against the signed return copy received from the designated treatment, storage, and disposal facility (TSDF). Flag manifests that have not received a signed return copy within 35 days (land disposal) or 45 days (other) per RCRA regulations."
  inputs: ["Generator manifest copies (EPA Form 8700-22)", "TSDF return copies", "Manifest tracking log"]
  outputs: ["Reconciled manifest register", "Exception report for overdue return copies", "Draft exception report letter to state agency"]
  automation: high
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Document management system", "Compliance tracking system"]
  frequency: weekly
  trigger: "Pull all manifests shipped in the last 45 days that still don't have a signed return copy — I need to know if we owe the state an exception report."

- id: log-drinking-water-lab-results-and-flag-mcl-exceedances
  title: "Log drinking water lab results and flag MCL exceedances"
  domain: "Legal & Compliance"
  roles: ["Water Quality Analyst", "Drinking Water Compliance Coordinator", "Laboratory Technician"]
  description: "Enter certified lab analytical results for regulated contaminants into the compliance database, compare each result against the applicable Maximum Contaminant Level (MCL) or action level, and generate a violation notice flag for any exceedance requiring public notification or Tier 1/2/3 reporting."
  inputs: ["Certified laboratory report", "Current MCL/action level reference table", "Sampling location schedule"]
  outputs: ["Updated compliance result log", "MCL exceedance alert list", "Draft public notification trigger memo"]
  automation: high
  human_in_loop: approve
  tools: ["LIMS", "Compliance tracking system", "Spreadsheet"]
  frequency: weekly
  trigger: "Lab just emailed the quarterly coliform and nitrate results — enter them and let me know if anything crossed an MCL."

- id: track-backflow-preventer-annual-test-compliance-by-account
  title: "Track backflow preventer annual test compliance by account"
  domain: "Operations & Project Mgmt"
  roles: ["Cross-Connection Control Coordinator", "Water Distribution Supervisor", "Utility Compliance Technician"]
  description: "Cross-reference incoming certified tester test report forms (AWWA/state standard) against the customer account database to update each backflow preventer's test status. Identify accounts with tests overdue or approaching the annual due date and generate compliance outreach notices."
  inputs: ["Certified backflow test report forms", "Account/device registry with due dates", "Prior notice log"]
  outputs: ["Updated device compliance register", "Overdue account list", "Draft compliance notice letters"]
  automation: high
  human_in_loop: spot-check
  tools: ["Utility CIS/billing system", "Document management system", "Email client"]
  frequency: weekly
  trigger: "Generate a list of commercial accounts whose backflow preventer test is 30 or more days past due so I can send second notices."

- id: compile-biosolids-land-application-daily-log-summary
  title: "Compile biosolids land-application daily log summary"
  domain: "Legal & Compliance"
  roles: ["Biosolids Program Coordinator", "Wastewater Compliance Specialist", "Land Application Supervisor"]
  description: "Aggregate daily field operator logs for biosolids land application (acres applied, wet tons, site ID, weather conditions) and calculate cumulative nitrogen and phosphorus loading rates against permit-allowed agronomic rates. Flag any site approaching its annual loading limit."
  inputs: ["Daily field application logs", "Permit agronomic rate tables", "Site nutrient management plan"]
  outputs: ["Monthly land-application summary report", "Loading rate compliance table", "Sites-at-risk flag list"]
  automation: high
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Compliance tracking system", "GIS viewer"]
  frequency: monthly
  trigger: "End of month — aggregate the biosolids application logs for all active sites and show me which fields are within 20% of their annual nitrogen limit."

- id: process-chain-of-custody-form-for-field-sample-submission
  title: "Process chain-of-custody form for field sample submission"
  domain: "Operations & Project Mgmt"
  roles: ["Environmental Field Technician", "Water Quality Sampler", "Environmental Compliance Specialist"]
  description: "Complete a chain-of-custody (COC) form from field collection data: sample IDs, collection date/time, matrix, preservation method, requested analyses, and sampler signature. Verify preservation codes and holding times against lab requirements before sample shipment."
  inputs: ["Field sample collection notes", "Lab analysis request list", "Preservation and holding time reference table"]
  outputs: ["Completed chain-of-custody form", "Sample label set", "Holding time deadline checklist"]
  automation: high
  human_in_loop: review-before-send
  tools: ["LIMS", "Document generator", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "I collected effluent and receiving-water samples this morning — fill out the COC for the Priority Pollutant scan and flag anything with a 24-hour holding time."

- id: reconcile-waste-collection-route-stops-against-billable-acco
  title: "Reconcile waste collection route stops against billable accounts"
  domain: "Finance & Accounting"
  roles: ["Route Supervisor", "Billing Analyst", "Operations Coordinator"]
  description: "Compare the completed service stop records from the onboard vehicle tracking or driver manifest against the scheduled stop list and customer billing file. Identify missed stops, extra pickups, container size mismatches, and skipped bulk-waste events that require billing adjustment or service credit."
  inputs: ["Driver route manifest or GPS stop log", "Scheduled route list", "Customer billing account file"]
  outputs: ["Route completion reconciliation report", "Billing adjustment list (credits and surcharges)", "Missed-stop work order queue"]
  automation: high
  human_in_loop: spot-check
  tools: ["Route management system", "Billing/CIS system", "Spreadsheet"]
  frequency: daily
  trigger: "Morning closeout — compare yesterday's completed stops on Route 14 against the billing accounts and flag anything that needs a credit or additional charge."

- id: flag-high-consumption-anomalies-before-billing-cycle-close
  title: "Flag high-consumption anomalies before billing cycle close"
  domain: "Finance & Accounting"
  roles: ["Billing Analyst", "Meter Services Coordinator", "Customer Service Representative"]
  description: "Run a pre-billing exception report to identify accounts whose current read exceeds a configurable threshold (e.g., 3× rolling 12-month average or absolute gallons ceiling). Categorize anomalies by likely cause (meter read error, estimated read, possible leak) and route each to the appropriate resolution queue."
  inputs: ["Current meter read file", "Rolling consumption history (12 months)", "Estimated-read flag list"]
  outputs: ["High-consumption exception report", "Categorized resolution queue", "Draft customer leak notification letters"]
  automation: high
  human_in_loop: spot-check
  tools: ["Billing/CIS system", "Spreadsheet", "Document generator"]
  frequency: monthly
  trigger: "Billing cycle closes Friday — run the consumption exception report and pull anything over 200% of the account average so my team can verify before bills go out."

- id: compile-ms4-stormwater-annual-report-bmp-status-table
  title: "Compile MS4 stormwater annual report BMP status table"
  domain: "Legal & Compliance"
  roles: ["Stormwater Program Coordinator", "Environmental Compliance Specialist", "Municipal Stormwater Manager"]
  description: "Gather best management practice (BMP) implementation status updates from field staff and department contacts for each minimum control measure required under the MS4 NPDES permit, and populate the annual report BMP status table with completion status, measurable goals met/not met, and next-year planned activities."
  inputs: ["Prior year BMP status table", "Field staff BMP activity logs", "MS4 permit minimum control measures list"]
  outputs: ["Draft MS4 annual report BMP table", "Incomplete-data request list for field staff"]
  automation: medium
  human_in_loop: approve
  tools: ["Document generator", "Spreadsheet", "Compliance tracking system"]
  frequency: quarterly
  trigger: "Annual report is due in 60 days — pull last year's BMP table, prefill the activities we logged, and show me which rows still need field input."

- id: update-environmental-permit-renewal-tracker-with-agency-corr
  title: "Update environmental permit renewal tracker with agency correspondence"
  domain: "Legal & Compliance"
  roles: ["Environmental Compliance Specialist", "Regulatory Affairs Manager", "Permit Administrator"]
  description: "Log new agency correspondence (acknowledgment letters, requests for additional information, draft permit notices, public comment period openings) into the permit renewal tracking register. Update milestone dates, responsible parties, and outstanding action items for each active permit renewal."
  inputs: ["Incoming agency correspondence (email or letter)", "Permit renewal tracker", "Permit expiration calendar"]
  outputs: ["Updated permit renewal tracker", "Action item list with due dates", "Internal status update memo"]
  automation: high
  human_in_loop: spot-check
  tools: ["Document management system", "Spreadsheet", "Email client", "Calendar"]
  frequency: weekly
  trigger: "We got a letter from the state requesting additional info on the NPDES renewal — log it, update the tracker, and add a task to respond within the 30-day window."

- id: prepare-leachate-analysis-summary-for-landfill-groundwater-m
  title: "Prepare leachate analysis summary for landfill groundwater monitoring report"
  domain: "Data & Reporting (BI)"
  roles: ["Landfill Environmental Monitor", "Environmental Compliance Specialist", "Geotechnical/Hydrogeological Consultant"]
  description: "Pull quarterly groundwater monitoring well and leachate lab results, compare constituent concentrations against groundwater protection standards and background values, and draft the summary table for the semi-annual or annual detection monitoring report required under the post-closure permit."
  inputs: ["Certified lab analytical reports for monitoring wells", "Background concentration table", "Groundwater protection standards", "Prior period monitoring report"]
  outputs: ["Constituent trend summary table", "Detection monitoring compliance determination", "Draft regulatory report section"]
  automation: high
  human_in_loop: sign-off
  tools: ["Spreadsheet", "LIMS", "Document generator", "Statistical analysis tool"]
  frequency: quarterly
  trigger: "Lab results are back for Q2 monitoring wells — build the detection monitoring summary table and flag any constituent that statistically exceeds background."

- id: generate-lqg-hazardous-waste-biennial-report-data-extract
  title: "Generate LQG hazardous waste biennial report data extract"
  domain: "Legal & Compliance"
  roles: ["Hazardous Waste Manager", "Environmental Health & Safety Coordinator", "Environmental Compliance Specialist"]
  description: "For even-year EPA Biennial Report (BR) submission, extract two-year waste generation, on-site management, and off-site shipment records from the manifest tracking log, calculate totals by waste code and management method, and populate the BR state reporting forms or e-Manifest export file."
  inputs: ["Two-year manifest log", "Waste stream characterization records", "EPA waste code reference table", "Prior biennial report"]
  outputs: ["Draft Biennial Report data tables", "Waste-by-code quantity summary", "e-Manifest export file"]
  automation: high
  human_in_loop: sign-off
  tools: ["Spreadsheet", "Compliance tracking system", "Document generator"]
  frequency: quarterly
  trigger: "Biennial Report year — pull all our manifest data since January 2024 and build the waste-by-code table so I can review it before we certify and submit."

- id: audit-utility-invoice-against-submeter-readings-and-allocate
  title: "Audit utility invoice against submeter readings and allocate costs by tenant"
  domain: "Finance & Accounting"
  roles: ["Utility Manager", "Facilities Manager", "Lease Administration Manager"]
  description: "Compare utility provider invoice totals against building submeter logs, flag variances above threshold, and draft a cost-allocation schedule broken down by tenant suite or cost center per lease proration method."
  inputs: ["utility invoice", "submeter log", "lease allocation schedule", "prior-period invoice"]
  outputs: ["variance report", "tenant cost-allocation schedule"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document parser", "spreadsheet", "email"]
  frequency: monthly
  trigger: "The gas bill came in 18% above last month — run the submeter audit and generate the allocation sheet for all tenants"

- id: generate-preventive-maintenance-work-orders-from-cmms-asset
  title: "Generate preventive-maintenance work orders from CMMS asset schedule"
  domain: "Operations & Project Mgmt"
  roles: ["CMMS Administrator", "Maintenance Supervisor", "Building Engineer"]
  description: "Query the CMMS asset register for equipment whose PM interval (runtime hours or calendar days) has elapsed and auto-generate work orders with trade classification, priority, and estimated labor hours pre-populated."
  inputs: ["CMMS asset register", "PM interval schedule", "last-completed work order log"]
  outputs: ["batch PM work orders"]
  automation: high
  human_in_loop: spot-check
  tools: ["CMMS", "calendar"]
  frequency: weekly
  trigger: "Pull everything due for PM this week and create the work orders in the system"

- id: produce-vendor-sla-compliance-scorecard-from-work-order-comp
  title: "Produce vendor SLA compliance scorecard from work-order completion data"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Facilities Manager", "Facilities Coordinator", "Vendor Relationship Manager"]
  description: "Extract work-order response and completion timestamps for each service vendor, compare against contracted SLA tiers (Priority 1/2/3), and produce a scorecard with breach counts, trend lines, and a liquidated-damages calculation where applicable."
  inputs: ["work order completion log", "vendor SLA exhibit", "service contract"]
  outputs: ["SLA compliance scorecard", "breach summary", "liquidated-damages calculation"]
  automation: high
  human_in_loop: spot-check
  tools: ["CMMS", "spreadsheet", "reporting dashboard"]
  frequency: monthly
  trigger: "Run the SLA scorecard for Q2 before the vendor review meeting on Thursday"

- id: reconcile-elevator-certificates-of-inspection-against-ahj-ex
  title: "Reconcile elevator certificates of inspection against AHJ expiry register"
  domain: "Legal & Compliance"
  roles: ["Compliance Manager", "Facilities Manager", "Building Engineer"]
  description: "Cross-check elevator certificates of inspection (COIs) issued by the Authority Having Jurisdiction (AHJ) against the facility expiry register, flag certificates expiring within 90 days, and draft renewal-initiation letters to the contracted elevator company."
  inputs: ["AHJ certificate of inspection", "elevator expiry register", "elevator maintenance contract"]
  outputs: ["expiry gap report", "renewal initiation letters"]
  automation: medium
  human_in_loop: approve
  tools: ["document parser", "calendar", "email"]
  frequency: monthly
  trigger: "Check which elevator COIs are expiring in the next quarter and draft the renewal requests to the elevator company"

- id: extract-fire-life-safety-deficiencies-from-inspection-report
  title: "Extract fire-life-safety deficiencies from inspection report and build punch list"
  domain: "Legal & Compliance"
  roles: ["Facilities Manager", "Building Engineer", "Life Safety Compliance Specialist"]
  description: "Parse a fire-life-safety inspection report (sprinkler, fire alarm, portable extinguisher) issued by the AHJ or third-party inspector, extract open deficiency items with NFPA code references, and create a tracked punch list with assigned trades and target remediation dates."
  inputs: ["fire-life-safety inspection report", "NFPA code reference sheet", "prior deficiency log"]
  outputs: ["deficiency punch list", "trade dispatch memo"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document parser", "task tracker", "email"]
  frequency: ad-hoc
  trigger: "The annual sprinkler inspection report just came in from the AHJ — extract all deficiencies and build the punch list with NFPA references"

- id: populate-cmms-asset-records-from-equipment-commissioning-sub
  title: "Populate CMMS asset records from equipment commissioning submittals"
  domain: "Operations & Project Mgmt"
  roles: ["CMMS Administrator", "Capital Projects Manager", "Building Engineer"]
  description: "Parse equipment submittal sheets and O&M manuals delivered at capital project close-out to draft new CMMS asset records with nameplate data, warranty expiry, manufacturer-recommended PM intervals, and assigned cost center."
  inputs: ["equipment submittal sheets", "O&M manuals", "commissioning report", "project asset list"]
  outputs: ["CMMS asset records (draft)", "warranty register entries"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document parser", "CMMS"]
  frequency: ad-hoc
  trigger: "We just commissioned the new AHU units — create the asset records in the CMMS from the O&M submittals and start the PM clock"

- id: update-capital-project-punch-list-status-and-generate-owner
  title: "Update capital project punch-list status and generate owner close-out report"
  domain: "Operations & Project Mgmt"
  roles: ["Capital Projects Manager", "Facilities Manager", "Project Coordinator"]
  description: "Aggregate contractor-submitted punch-list responses against the outstanding items list, update completion status per responsible subcontractor, and produce a formatted owner's punch-list status report showing open versus closed items ahead of substantial completion sign-off."
  inputs: ["GC punch list", "contractor response log", "substantial completion certificate"]
  outputs: ["punch-list status report", "open-item summary by contractor"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "task tracker", "email"]
  frequency: weekly
  trigger: "Update the punch list before tomorrow's project close-out meeting and show me what's still open by contractor"

- id: draft-tenant-move-out-condition-report-from-inspection-check
  title: "Draft tenant move-out condition report from inspection checklist and photos"
  domain: "Operations & Project Mgmt"
  roles: ["Property Manager", "Facilities Coordinator", "Lease Administration Manager"]
  description: "Combine a completed move-out inspection checklist with timestamped photos to produce a formatted condition report itemizing damage beyond normal wear, referencing the prior move-in baseline, and estimating restoration costs by trade."
  inputs: ["move-out inspection checklist", "move-out photos", "move-in condition report"]
  outputs: ["move-out condition report", "damage itemization and cost estimate"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document parser", "image analysis", "word processor"]
  frequency: ad-hoc
  trigger: "Tenant in Suite 210 vacated Friday — here are the photos and checklist, draft the condition report against the move-in baseline"

- id: compile-space-utilization-summary-from-occupancy-sensor-or-b
  title: "Compile space-utilization summary from occupancy sensor or badge-access data"
  domain: "Data & Reporting (BI)"
  roles: ["Space Planner", "Facilities Manager", "Workplace Strategy Manager"]
  description: "Aggregate raw badge-access or occupancy-sensor exports by floor and zone, calculate peak and average utilization rates against design capacity, and produce a heat-map summary with persistently underutilized areas flagged for consolidation or densification."
  inputs: ["badge-access or sensor data export", "floor plan zone mapping", "design-capacity table"]
  outputs: ["space utilization report", "utilization heat map", "underutilization flag list"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "BI reporting dashboard", "floor-plan software"]
  frequency: weekly
  trigger: "Pull last week's sensor data and show me which floors are consistently under 40% utilized so we can plan the consolidation"

- id: flag-service-contracts-approaching-expiry-and-draft-re-bid-i
  title: "Flag service contracts approaching expiry and draft re-bid initiation memo"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Facilities Manager", "Facilities Coordinator", "Procurement Specialist"]
  description: "Scan the service-contract register for agreements expiring within a configurable look-ahead window (60–90 days), categorize by trade (HVAC maintenance, janitorial, landscaping, pest control, elevator), and draft a re-bid or sole-source renewal initiation memo per procurement policy thresholds."
  inputs: ["service contract register", "vendor contact list", "procurement policy thresholds"]
  outputs: ["contract expiry alert list", "re-bid or renewal initiation memos"]
  automation: high
  human_in_loop: approve
  tools: ["contract management system", "calendar", "email", "word processor"]
  frequency: monthly
  trigger: "What service contracts are expiring in the next 90 days and which ones need to go out to competitive bid?"

- id: audit-backflow-preventer-test-reports-for-completeness-befor
  title: "Audit backflow preventer test reports for completeness before water authority filing"
  domain: "Legal & Compliance"
  roles: ["Facilities Manager", "Building Engineer", "Compliance Coordinator"]
  description: "Review annual backflow preventer test reports submitted by the licensed plumbing contractor, verify each device serial number, test date, pass/fail result, and tester backflow certification number are present, then assemble the completed submission package for the municipal water authority."
  inputs: ["backflow test reports", "device inventory list", "water authority submission form", "tester certification roster"]
  outputs: ["completed regulatory submission package", "deficiency flag list"]
  automation: medium
  human_in_loop: approve
  tools: ["document parser", "form filler", "email"]
  frequency: ad-hoc
  trigger: "The backflow test reports came in from the plumber — check them for completeness and prep the water authority filing"

- id: reconcile-energy-star-portfolio-manager-entries-against-util
  title: "Reconcile ENERGY STAR Portfolio Manager entries against utility invoices"
  domain: "Finance & Accounting"
  roles: ["Utility Manager", "Sustainability Coordinator", "Facilities Manager"]
  description: "Cross-reference consumption and cost figures entered in ENERGY STAR Portfolio Manager against corresponding utility invoices for the benchmark period, flag data-entry mismatches, correct entries, and regenerate the ENERGY STAR score and site/source EUI summary."
  inputs: ["Portfolio Manager data export", "utility invoices", "meter configuration file"]
  outputs: ["reconciled utility data table", "updated ENERGY STAR score", "EUI summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document parser", "spreadsheet", "energy management platform"]
  frequency: monthly
  trigger: "Our Portfolio Manager score dropped unexpectedly — reconcile the entries against the actual bills for Q1 and fix any mismatches"

- id: triage-and-dispatch-corrective-work-orders-by-trade-and-prio
  title: "Triage and dispatch corrective work orders by trade and priority class"
  domain: "Operations & Project Mgmt"
  roles: ["Facilities Coordinator", "Maintenance Supervisor", "Dispatch Coordinator"]
  description: "Parse incoming corrective-maintenance requests (tenant portal, FM inbox, IoT alert), classify by trade (mechanical, electrical, plumbing, general), assign a priority class (P1 emergency / P2 urgent / P3 routine), and route to the appropriate in-house technician or on-call vendor with estimated response time."
  inputs: ["work order requests", "technician availability roster", "vendor on-call schedule"]
  outputs: ["dispatched work orders", "technician and vendor assignment notifications"]
  automation: high
  human_in_loop: spot-check
  tools: ["CMMS", "email", "SMS messaging", "calendar"]
  frequency: daily
  trigger: "There are 14 new work requests in the queue from overnight — triage and dispatch them before the morning shift briefing"

- id: reconcile-officer-posted-hours-against-client-billing-statem
  title: "Reconcile officer posted hours against client billing statement"
  domain: "Finance & Accounting"
  roles: ["Security Billing Coordinator", "Account Manager", "Security Operations Manager"]
  description: "Compare officer time-and-attendance records against the client billing statement line-by-line to surface hour discrepancies before invoice submission. Flags post-level variances and annotates the draft invoice."
  inputs: ["timekeeping system export", "post schedule", "draft client invoice"]
  outputs: ["billing variance report", "annotated corrected invoice"]
  automation: high
  human_in_loop: approve
  tools: ["spreadsheet", "billing system", "timekeeping system"]
  frequency: monthly
  trigger: "Reconcile this month's posted hours for Site 42 against the billing statement before I send the invoice."

- id: flag-missed-patrol-checkpoints-in-guard-tour-log
  title: "Flag missed patrol checkpoints in guard tour log"
  domain: "Operations & Project Mgmt"
  roles: ["Security Supervisor", "Operations Center Analyst"]
  description: "Parse guard tour system exports to identify skipped or late NFC/wand checkpoint scans against the post-order-mandated patrol frequency. Produces an exception report with officer, post, checkpoint ID, and time delta."
  inputs: ["guard tour system export", "post order patrol schedule"]
  outputs: ["missed-checkpoint exception report"]
  automation: high
  human_in_loop: spot-check
  tools: ["guard tour management system", "spreadsheet"]
  frequency: daily
  trigger: "Pull last night's tour data for the downtown campus and flag any missed checkpoints."

- id: consolidate-daily-activity-reports-into-client-weekly-summar
  title: "Consolidate daily activity reports into client weekly summary"
  domain: "Customer Success & Support"
  roles: ["Account Manager", "Security Operations Manager"]
  description: "Aggregate officer Daily Activity Reports (DARs) from all posts at a client site into a single coherent weekly narrative, ordered by date and post, for client-facing delivery."
  inputs: ["DAR submissions", "site post roster"]
  outputs: ["weekly client activity summary report"]
  automation: high
  human_in_loop: review-before-send
  tools: ["report management system", "document editor"]
  frequency: weekly
  trigger: "Compile this week's DARs for Northgate Mall into the weekly client summary."

- id: queue-guard-card-expiration-renewal-reminders
  title: "Queue guard card expiration renewal reminders"
  domain: "HR & People Ops"
  roles: ["Licensing Compliance Officer", "HR Coordinator", "Workforce Manager"]
  description: "Scan the officer certification register for state-issued guard cards expiring within 60 days and draft renewal reminder notices to affected officers and their direct supervisors, including state renewal portal links."
  inputs: ["officer certification register", "state licensing renewal deadlines"]
  outputs: ["expiring guard card list", "renewal reminder draft notices"]
  automation: high
  human_in_loop: spot-check
  tools: ["HR information system", "document editor"]
  frequency: weekly
  trigger: "Which officers have guard cards expiring in the next 60 days? Draft reminders for their supervisors."

- id: draft-bolo-alert-for-distribution-across-affected-posts
  title: "Draft BOLO alert for distribution across affected posts"
  domain: "Communications & PR"
  roles: ["Security Operations Center Analyst", "Security Operations Manager"]
  description: "Convert raw incident or suspicious-person notes into a formatted Be On the Lookout (BOLO) alert—suspect/vehicle description, last-seen location, guidance for officers—for distribution to all affected site posts."
  inputs: ["incident report or narrative", "suspect/vehicle description", "affected site list"]
  outputs: ["formatted BOLO alert", "post distribution list"]
  automation: high
  human_in_loop: approve
  tools: ["document editor", "internal messaging system"]
  frequency: ad-hoc
  trigger: "We have a trespass suspect from last night's incident. Draft a BOLO for all downtown posts."

- id: audit-visitor-badge-log-against-authorized-access-roster
  title: "Audit visitor badge log against authorized access roster"
  domain: "Legal & Compliance"
  roles: ["Security Site Supervisor", "Access Control Coordinator", "Compliance Auditor"]
  description: "Cross-reference the visitor and contractor badge-issuance log against the client's authorized access roster to flag unauthorized badge grants, unescorted-access violations, and unreturned badges."
  inputs: ["visitor/contractor badge issuance log", "authorized access roster", "escort and access policy"]
  outputs: ["access anomaly report", "unreturned badge list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["access control system", "spreadsheet"]
  frequency: weekly
  trigger: "Audit this week's visitor badge log for Building C against the approved access list."

- id: identify-uncovered-post-gaps-from-shift-clock-in-records
  title: "Identify uncovered post gaps from shift clock-in records"
  domain: "Operations & Project Mgmt"
  roles: ["Security Scheduler", "Workforce Manager", "Security Operations Manager"]
  description: "Compare the posted shift schedule against actual officer clock-in/clock-out timestamps to surface unstaffed post windows, rank them by duration, and produce a backfill action list."
  inputs: ["shift schedule", "timekeeping clock-in/out records"]
  outputs: ["uncovered post gap report", "backfill action list"]
  automation: high
  human_in_loop: approve
  tools: ["workforce management system", "spreadsheet"]
  frequency: daily
  trigger: "Show me any posts that were uncovered last night due to no-shows or late arrivals."

- id: compile-incident-reports-into-monthly-loss-event-trend-summa
  title: "Compile incident reports into monthly loss-event trend summary"
  domain: "Data & Reporting (BI)"
  roles: ["Security Operations Manager", "Account Manager", "Security Risk Manager"]
  description: "Aggregate incident reports by category (theft, trespass, injury, property damage, fire/medical assist) across all client sites for the month, producing counts, trend lines, and a notable-events narrative for client review."
  inputs: ["incident report database export", "site list", "incident classification taxonomy"]
  outputs: ["monthly loss-event trend summary", "category counts table"]
  automation: high
  human_in_loop: review-before-send
  tools: ["report management system", "spreadsheet"]
  frequency: monthly
  trigger: "Build the monthly incident summary across all retail sites for Q2."

- id: verify-subcontractor-officer-credentials-before-deployment
  title: "Verify subcontractor officer credentials before deployment"
  domain: "Legal & Compliance"
  roles: ["Licensing Compliance Officer", "Security Operations Manager"]
  description: "Confirm that subcontracted officers hold valid state guard cards, required site-specific endorsements (armed carry, first aid/CPR, site induction), and completed background checks before authorizing deployment at a client site."
  inputs: ["subcontractor officer roster", "credential copies", "site requirements matrix"]
  outputs: ["credential verification checklist", "deployment clearance memo", "deficiency list"]
  automation: medium
  human_in_loop: approve
  tools: ["document management system", "state licensing database"]
  frequency: ad-hoc
  trigger: "We're onboarding 12 subcontract officers for the stadium event this weekend. Verify their credentials against site requirements."

- id: draft-revised-post-order-from-client-change-request
  title: "Draft revised post order from client change request"
  domain: "Operations & Project Mgmt"
  roles: ["Post Order Writer", "Account Manager", "Security Operations Manager"]
  description: "Translate a client's requested site-procedure change into updated post order language, flag conflicts with existing instructions, and produce a redline draft with a change-summary log for supervisor sign-off."
  inputs: ["existing post order", "client change request email or notes", "site-specific procedures"]
  outputs: ["revised post order draft (redline)", "change summary log"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "document management system"]
  frequency: ad-hoc
  trigger: "The client wants to update the after-hours access procedure for Dock 4. Revise the post order and note what changed."

- id: cross-check-armed-post-assignments-against-firearms-permit-r
  title: "Cross-check armed post assignments against firearms permit register"
  domain: "Legal & Compliance"
  roles: ["Firearms Program Manager", "Licensing Compliance Officer"]
  description: "Cross-check every officer currently assigned to an armed post against the carry-permit register and firearms qualification records to confirm currency and flag any gap before the next payroll cycle."
  inputs: ["armed post assignment list", "firearms carry permit register", "annual qualification records"]
  outputs: ["armed-officer compliance gap report", "reassignment action list"]
  automation: high
  human_in_loop: approve
  tools: ["spreadsheet", "HR information system"]
  frequency: monthly
  trigger: "Confirm every officer on an armed post this month has a current carry permit and is within their qualification window."

- id: generate-overtime-projection-alert-from-payroll-preview
  title: "Generate overtime projection alert from payroll preview"
  domain: "Finance & Accounting"
  roles: ["Payroll Coordinator", "Security Scheduler", "Security Operations Manager"]
  description: "Scan the mid-week payroll preview for officers projected to exceed overtime thresholds, flag each affected officer and post, and produce a cost-impact summary for management before the schedule locks."
  inputs: ["payroll preview export", "overtime policy thresholds", "current shift schedule"]
  outputs: ["overtime projection alert list", "estimated cost-impact summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["payroll system", "spreadsheet"]
  frequency: weekly
  trigger: "Flag anyone projected to hit overtime this week before the schedule locks tomorrow morning."

- id: map-alarm-dispatch-response-times-against-client-sla-thresho
  title: "Map alarm dispatch response times against client SLA thresholds"
  domain: "Data & Reporting (BI)"
  roles: ["Security Operations Center Manager", "Account Manager", "Quality Assurance Coordinator"]
  description: "Extract alarm dispatch records, calculate officer on-scene arrival times, compare each against the contractually agreed response-time SLA per site, and flag breaches with timestamps for root-cause notation."
  inputs: ["dispatch log export", "client SLA matrix", "site address list"]
  outputs: ["SLA compliance report", "response-time breach flag list"]
  automation: high
  human_in_loop: spot-check
  tools: ["dispatch management system", "spreadsheet"]
  frequency: weekly
  trigger: "Pull last week's alarm responses for all hospital sites and flag any that breached our SLA."

- id: fuzzy-match-leverage-analysis-for-project-quote
  title: "Fuzzy-match leverage analysis for project quote"
  domain: "Sales & BizDev"
  roles: ["Translation Project Manager", "Pre-Sales Analyst", "Localization Engineer"]
  description: "Run source files against the client's translation memory to produce a match-band breakdown (100%, 95–99%, 85–94%, 75–84%, 50–74%, no-match, repetitions) and calculate weighted word counts for the client quote."
  inputs: ["Source files (DOCX, XLIFF, HTML)", "Client TM (TMX)", "Rate card per match band"]
  outputs: ["Leverage report spreadsheet", "Weighted word-count quote line items"]
  automation: high
  human_in_loop: spot-check
  tools: ["CAT tool", "TM system", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "Run a leverage analysis on these 15 source files against the client TM and give me a weighted word-count breakdown for the quote."

- id: mqm-error-scorecard-compilation-from-lqa-annotations
  title: "MQM error-scorecard compilation from LQA annotations"
  domain: "Data & Reporting (BI)"
  roles: ["LQA Manager", "Translation QA Analyst", "Quality Manager"]
  description: "Aggregate reviewer error annotations (Accuracy, Fluency, Terminology, Style, Locale Convention) into MQM-weighted quality scores per language pair and linguist, flagging any pair below the client's pass threshold."
  inputs: ["LQA annotation files (XLIFF or spreadsheet)", "MQM error taxonomy and severity weights", "Client pass/fail threshold"]
  outputs: ["MQM error scorecard per linguist", "Language-pair quality summary report"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["QA annotation tool", "Spreadsheet", "Reporting dashboard"]
  frequency: weekly
  trigger: "Compile the LQA error annotations from this week's reviewer batch into MQM scorecards per language pair and flag any fails."

- id: linguist-po-generation-against-confirmed-net-word-count
  title: "Linguist PO generation against confirmed net word count"
  domain: "Finance & Accounting"
  roles: ["Translation Project Manager", "Vendor Manager", "Accounts Payable Coordinator"]
  description: "Issue purchase orders to freelance translators and reviewers based on confirmed net word count, agreed rate card by language pair and service type (translation, LQA review, MTPE), and project job number."
  inputs: ["Confirmed net word count per linguist", "Linguist rate card", "Project job number"]
  outputs: ["Signed PO PDF per linguist", "PO log entry in ERP/TMS"]
  automation: high
  human_in_loop: spot-check
  tools: ["Translation management system (TMS)", "ERP", "Document generator"]
  frequency: daily
  trigger: "Generate POs for all linguists on project #4812 using the confirmed net word counts and their rate cards."

- id: xliff-tag-integrity-and-segment-status-pre-delivery-validati
  title: "XLIFF tag-integrity and segment-status pre-delivery validation"
  domain: "Operations & Project Mgmt"
  roles: ["Localization Engineer", "Translation Project Manager"]
  description: "Validate XLIFF handback files for broken or missing inline tags, locked untranslated segments, duplicate segment IDs, and target-language encoding issues before sending the final deliverable to the client."
  inputs: ["XLIFF handback files", "Source XLIFF reference", "Client file specification"]
  outputs: ["Validation error report", "Cleaned XLIFF files ready for delivery"]
  automation: high
  human_in_loop: spot-check
  tools: ["XLIFF validator", "CAT tool", "Command-line diff utility"]
  frequency: daily
  trigger: "Run a pre-delivery check on these XLIFF files for broken tags, untranslated segments, and duplicate IDs before I send them to the client."

- id: mt-post-editing-effort-classification-for-project-pricing
  title: "MT post-editing effort classification for project pricing"
  domain: "Business / Functional Analysis"
  roles: ["MT Specialist", "Translation Project Manager", "Localization Engineer"]
  description: "Score raw machine-translation output segments against source using edit-distance metrics and MT confidence scores to classify each segment as Light PE or Full PE, and flag segments requiring full human retranslation, enabling accurate MTPE project pricing."
  inputs: ["MT engine output (bilingual file)", "Source segments", "PE speed benchmarks by language pair"]
  outputs: ["Segment-level PE effort classification", "MTPE pricing estimate sheet"]
  automation: medium
  human_in_loop: approve
  tools: ["MT evaluation tool", "CAT tool", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "Score these MT output files for light vs. full PE effort and flag segments needing full retranslation so I can price the MTPE job."

- id: multilingual-dtp-overset-text-issue-tracker-update
  title: "Multilingual DTP overset-text issue tracker update"
  domain: "Operations & Project Mgmt"
  roles: ["DTP Coordinator", "Localization DTP Specialist", "Translation Project Manager"]
  description: "Log overset text, underfit text boxes, and font-substitution issues found across language versions of a DTP deliverable (InDesign, Illustrator) into the DTP review tracker, noting character-count delta and assigning corrective actions to DTP operators."
  inputs: ["DTP review notes per language", "Source layout file", "Character-count targets per text frame"]
  outputs: ["Updated DTP issue tracker", "Operator task list with delta notes"]
  automation: medium
  human_in_loop: spot-check
  tools: ["Spreadsheet", "Project management tool", "DTP application"]
  frequency: weekly
  trigger: "Update the DTP review tracker with all overset-text issues found across the 12 language versions of the product brochure."

- id: vendor-rate-card-reconciliation-against-linguist-invoices
  title: "Vendor rate-card reconciliation against linguist invoices"
  domain: "Finance & Accounting"
  roles: ["Vendor Manager", "Accounts Payable Coordinator", "Localization Operations Manager"]
  description: "Match each line item on incoming freelance linguist invoices against the contracted rate card (by language pair, service type, and volume tier), compute expected amounts, and flag any discrepancies exceeding tolerance for dispute resolution."
  inputs: ["Linguist invoices (PDF or CSV)", "Contracted rate card per linguist", "Completed PO log"]
  outputs: ["Reconciliation worksheet with variance flags", "Approved invoice batch for payment run"]
  automation: high
  human_in_loop: spot-check
  tools: ["Spreadsheet", "ERP", "TMS"]
  frequency: monthly
  trigger: "Reconcile this batch of linguist invoices against their rate cards and flag any lines that don't match."

- id: candidate-term-extraction-and-tbx-conflict-check
  title: "Candidate term extraction and TBX conflict check"
  domain: "Operations & Project Mgmt"
  roles: ["Terminologist", "Localization Engineer", "Translation Project Manager"]
  description: "Parse new source content to extract candidate terminology, compare against the approved TBX termbase, surface net-new terms lacking approved translations, and flag terms that conflict with existing approved entries for terminologist review."
  inputs: ["Source document", "Approved TBX termbase", "Client style guide"]
  outputs: ["Candidate term list with conflict flags", "TBX update proposal for terminologist approval"]
  automation: medium
  human_in_loop: approve
  tools: ["Term extraction tool", "TBX editor", "CAT tool"]
  frequency: ad-hoc
  trigger: "Extract new candidate terms from this source document and flag any conflicts with our approved termbase before project kick-off."

- id: on-time-delivery-report-by-pm-and-language-pair
  title: "On-time delivery report by PM and language pair"
  domain: "Data & Reporting (BI)"
  roles: ["Localization Operations Manager", "Account Manager", "Translation Project Manager"]
  description: "Pull project close-out timestamps and committed delivery dates from the TMS to compute on-time delivery percentage (OTD%) sliced by project manager, client, and language pair, and surface root-cause codes for late deliveries."
  inputs: ["TMS project delivery log", "Committed delivery dates", "Late-delivery root-cause codes"]
  outputs: ["OTD% summary dashboard", "PM-level late-delivery breakdown with root-cause tags"]
  automation: high
  human_in_loop: spot-check
  tools: ["TMS", "BI/reporting tool", "Spreadsheet"]
  frequency: monthly
  trigger: "Generate the OTD report for last month broken down by PM and language pair and show me where we're consistently late."

- id: pseudo-translation-file-generation-for-software-ui-testing
  title: "Pseudo-translation file generation for software UI testing"
  domain: "Operations & Project Mgmt"
  roles: ["Localization Engineer", "Localization Test Manager", "QA Engineer (Localization)"]
  description: "Generate pseudo-translated resource files (JSON, RESX, XLIFF) by expanding source strings with accented characters and length-padding tokens so development teams can run string-extraction completeness checks and layout stress tests before linguistic translation begins."
  inputs: ["Source resource files (JSON, RESX, XLIFF)", "Pseudo-translation expansion ratio by language"]
  outputs: ["Pseudo-translated resource files", "Unexportable-string report for dev team"]
  automation: high
  human_in_loop: none
  tools: ["Localization engineering script", "CAT tool", "Version control system"]
  frequency: ad-hoc
  trigger: "Generate pseudo-translated files from these resource bundles so the dev team can run layout and string-expansion tests before we hand off to linguists."

- id: cat-project-package-pre-flight-check-before-linguist-dispatc
  title: "CAT project package pre-flight check before linguist dispatch"
  domain: "Operations & Project Mgmt"
  roles: ["Localization Engineer", "Translation Project Manager"]
  description: "Validate a CAT-tool project package (SDLPPX, MQXLIFF, or TTXP) to confirm the correct TM is attached and writable, the client termbase is linked, language-pair settings match the PO, and segment filters are configured per job instructions before the package is dispatched to the linguist."
  inputs: ["CAT project package file", "Job instructions", "Approved TM and TBX references"]
  outputs: ["Pre-flight checklist sign-off", "Corrected project package"]
  automation: high
  human_in_loop: spot-check
  tools: ["CAT tool", "TMS", "Checklist automation script"]
  frequency: daily
  trigger: "Check this sdlppx package before I send it: confirm the TM is attached, termbase is linked, and language pair matches the PO."

- id: iso-17100-subcontractor-competency-file-audit
  title: "ISO 17100 subcontractor competency file audit"
  domain: "Legal & Compliance"
  roles: ["Vendor Manager", "Quality Manager", "Compliance Officer (Localization)"]
  description: "Verify that all linguists assigned to client projects hold current proof-of-competency documents required under ISO 17100 (CV with native-language declaration, signed NDA, qualification test result, current contact details) and flag any gaps before the next audit cycle."
  inputs: ["Linguist roster for the period", "ISO 17100 competency document checklist", "Vendor management system records"]
  outputs: ["Compliance gap report per linguist", "Remediation action list for vendor manager"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Vendor management system", "Document management system", "Spreadsheet"]
  frequency: quarterly
  trigger: "Audit all linguists assigned to this client's projects this quarter and confirm their ISO 17100 competency files are complete and current."

- id: tm-segment-quarantine-for-superseded-product-terminology
  title: "TM segment quarantine for superseded product terminology"
  domain: "Operations & Project Mgmt"
  roles: ["Translation Memory Administrator", "Terminologist", "Localization Engineer"]
  description: "Query the translation memory for segments containing a retired product name, brand term, or regulatory label and batch-flag those segments as 'penalty' or move them to a quarantine TM to prevent auto-propagation into new projects while preserving the audit trail."
  inputs: ["Active TM (TMX)", "List of superseded terms or brand names", "Client TM governance policy"]
  outputs: ["Quarantine TM with flagged segments", "Change log of affected segments for client review"]
  automation: medium
  human_in_loop: approve
  tools: ["TM management tool", "CAT tool", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "Flag and quarantine all TM segments containing the retired product name before we kick off the next translation batch."

- id: validate-survey-skip-logic-and-pipe-text-in-programmed-scrip
  title: "Validate survey skip logic and pipe-text in programmed script"
  domain: "Operations & Project Mgmt"
  roles: ["Survey Programmer", "Research Operations Manager"]
  description: "Parse the programmed questionnaire script to verify all skip patterns route to the correct question nodes and all pipe variables reference valid prior response fields. Surfaces broken skips, orphaned quota screens, and unresolved pipe tokens before launch."
  inputs: ["programmed questionnaire script", "routing specification", "pipe variable map", "quota screen definitions"]
  outputs: ["QC issue log with line references", "annotated script with flagged errors", "launch sign-off checklist"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["survey scripting platform", "document parser", "diff tool"]
  frequency: ad-hoc
  trigger: "Check the skip logic in this survey script before we push to soft launch"

- id: draft-initial-code-frame-from-open-end-verbatim-sample
  title: "Draft initial code frame from open-end verbatim sample"
  domain: "Business / Functional Analysis"
  roles: ["Coding Specialist", "Research Analyst"]
  description: "Analyze a stratified sample of open-end responses to construct a mutually exclusive, collectively exhaustive thematic code frame, including code numbers, labels, and written inclusion/exclusion criteria for each bucket."
  inputs: ["sample verbatim file (50-200 responses)", "research objectives document", "prior-wave code frame if applicable"]
  outputs: ["code frame document with numeric codes and definitions", "residual/miscellaneous bucket specification"]
  automation: medium
  human_in_loop: approve
  tools: ["text analysis tool", "spreadsheet", "document editor"]
  frequency: ad-hoc
  trigger: "Build a code frame from this sample of 100 open-ends so we can kick off full coding"

- id: flag-speeders-straight-liners-and-low-loi-completes-for-remo
  title: "Flag speeders, straight-liners, and low-LOI completes for removal"
  domain: "Data & Reporting (BI)"
  roles: ["Data Quality Analyst", "Field Manager"]
  description: "Apply configurable response-time thresholds and grid-variance rules to the raw completes file to identify speeder and straight-liner records and output a flagged exclusion list before data cleaning begins."
  inputs: ["raw data file with per-question timestamps", "LOI target and acceptable range", "straight-line variance threshold specification"]
  outputs: ["flagged completes report with disqualification reason codes", "cleaned data file with exclusions removed", "exclusion audit log"]
  automation: high
  human_in_loop: spot-check
  tools: ["data processing script", "statistical analysis tool", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Run quality flags on the raw data before we clean — flag speeders and straight-liners"

- id: reconcile-panel-incentive-payouts-against-approved-completes
  title: "Reconcile panel incentive payouts against approved completes roster"
  domain: "Finance & Accounting"
  roles: ["Panel Operations Manager", "Incentive Reconciliation Analyst"]
  description: "Match the incentive transaction ledger line-by-line against the approved completes list using respondent ID, applying the payout rate schedule to surface overpayments, missing payouts, and duplicate transactions."
  inputs: ["incentive transaction ledger", "approved completes roster with respondent IDs", "payout rate schedule", "disqualified respondent list"]
  outputs: ["reconciliation report", "exception list with variance amounts", "corrected payout summary for finance approval"]
  automation: high
  human_in_loop: approve
  tools: ["spreadsheet", "data processing script", "finance system"]
  frequency: weekly
  trigger: "Reconcile this week's incentive payouts against the completes file before we submit to accounting"

- id: monitor-live-quota-cell-fill-rates-and-alert-on-at-risk-cell
  title: "Monitor live quota cell fill rates and alert on at-risk cells"
  domain: "Operations & Project Mgmt"
  roles: ["Field Manager", "Project Manager"]
  description: "Parse the real-time field progress report and compute pace-to-close for each quota cell against the target completion date, flagging cells tracking behind pace or approaching a hard-stop threshold across all demographic strata."
  inputs: ["live field progress report", "quota plan with hard-stop and soft-stop thresholds", "target completion date", "daily pacing model"]
  outputs: ["quota status dashboard", "at-risk cell alert memo", "recommended field intervention actions (extend, boost, relax)"]
  automation: high
  human_in_loop: spot-check
  tools: ["field management platform", "spreadsheet", "notification system"]
  frequency: daily
  trigger: "Check where we stand on quotas this morning and flag any cells that are going to miss"

- id: build-banner-table-specification-from-study-design-and-demog
  title: "Build banner table specification from study design and demographic plan"
  domain: "Data & Reporting (BI)"
  roles: ["Research Analyst", "Senior Research Manager"]
  description: "Translate the study design document and agreed demographic breaks into a structured banner table spec that lists all column banners, net codes, base size filters, and significance test letter groupings for the tabulation team."
  inputs: ["research brief", "agreed demographic plan", "final questionnaire", "significance test specification (alpha level)"]
  outputs: ["banner table specification document", "tabulation instruction sheet with net definitions"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Draft the banner spec for the tab house based on our research brief and the demo plan we agreed with the client"

- id: qc-crosstab-tables-for-significance-testing-flag-accuracy
  title: "QC crosstab tables for significance testing flag accuracy"
  domain: "Data & Reporting (BI)"
  roles: ["Data Quality Analyst", "Tabulation Specialist"]
  description: "Cross-check letter-coded significance flags in delivered banner tables against cell base sizes and the alpha level in the tab plan, flagging cells where the significance indicator is missing, misapplied, or references the wrong letter group."
  inputs: ["delivered banner tables", "tab plan with alpha level and base size thresholds", "significance test methodology note"]
  outputs: ["QC error log with table and cell references", "corrected table set", "issue summary for tabulation vendor"]
  automation: medium
  human_in_loop: spot-check
  tools: ["spreadsheet", "statistical calculation script", "document parser"]
  frequency: ad-hoc
  trigger: "QC the banner tables the tab house sent back — check the significance flags before I send them to the analyst"

- id: draft-topline-summary-memo-from-univariate-frequency-tables
  title: "Draft topline summary memo from univariate frequency tables"
  domain: "Communications & PR"
  roles: ["Research Analyst", "Insights Manager"]
  description: "Synthesize key top-box and bottom-box frequencies, statistically significant subgroup differences, and directional trends from frequency tables into a concise topline memo formatted for client delivery ahead of the debrief."
  inputs: ["frequency tables", "banner tables with significance flags", "research objectives document", "topline memo template"]
  outputs: ["topline memo (2-4 pages)", "key callout bullet list for client presentation"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Draft a topline memo from these frequency tables — client debrief is tomorrow morning"

- id: identify-duplicate-respondents-via-device-fingerprint-and-me
  title: "Identify duplicate respondents via device fingerprint and metadata matching"
  domain: "Data & Reporting (BI)"
  roles: ["Panel Quality Analyst", "Data Quality Manager"]
  description: "Cross-reference respondent metadata including IP address, device fingerprint hash, and user agent string across the completes file to detect panelists submitting multiple entries under different panel IDs."
  inputs: ["completes file with respondent metadata fields", "deduplication rule set", "prior-wave respondent ID file if tracker"]
  outputs: ["duplicate flagging report with match basis", "cleaned completes file", "deduplication audit trail"]
  automation: high
  human_in_loop: spot-check
  tools: ["data processing script", "fingerprinting API", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Run dupe checks on the completes file before we close field — want to catch anyone gaming with multiple profiles"

- id: draft-rfp-bid-response-with-incidence-adjusted-cost-model
  title: "Draft RFP bid response with incidence-adjusted cost model"
  domain: "Sales & BizDev"
  roles: ["Research Director", "Business Development Manager"]
  description: "Parse a client RFP and generate a proposal covering methodology rationale, sample source, LOI estimate, incidence-rate-adjusted cost model, and project timeline, drawing from internal rate card and historical IR benchmarks."
  inputs: ["client RFP document", "rate card", "historical incidence rate benchmarks by category", "panel vendor CPI quotes"]
  outputs: ["bid response document with methodology section", "cost model spreadsheet with IR sensitivity table", "project timeline"]
  automation: medium
  human_in_loop: approve
  tools: ["document editor", "spreadsheet", "CRM"]
  frequency: ad-hoc
  trigger: "Draft a bid response for the RFP that came in this morning — need it by EOD"

- id: apply-existing-code-frame-to-new-wave-of-open-end-verbatims
  title: "Apply existing code frame to new wave of open-end verbatims"
  domain: "Business / Functional Analysis"
  roles: ["Coding Specialist", "Research Analyst"]
  description: "Map each open-end response in a new data wave against an established code frame, assigning all applicable codes per the multi-punch rules and flagging responses that fall outside the frame as uncoded residuals for human review."
  inputs: ["new verbatim file", "existing code frame document with inclusion criteria", "coding instruction sheet"]
  outputs: ["coded data file with numeric code assignments", "residual response list for frame expansion review", "inter-coder reliability score"]
  automation: high
  human_in_loop: spot-check
  tools: ["text classification model", "spreadsheet", "coding platform"]
  frequency: weekly
  trigger: "Apply the Wave 1 code frame to the Wave 2 open-ends and flag anything that doesn't fit"

- id: generate-wave-over-wave-tracker-delta-report-with-significan
  title: "Generate wave-over-wave tracker delta report with significance testing"
  domain: "Data & Reporting (BI)"
  roles: ["Tracker Manager", "Insights Analyst"]
  description: "Compare key metric frequencies across consecutive tracking wave data files, compute statistically significant point-change shifts at the agreed confidence level, and populate results into the standard client tracker template."
  inputs: ["current wave data file", "prior wave frequency tables", "tracker template", "significance thresholds and base size minimums"]
  outputs: ["wave-over-wave delta table", "significant change callout list", "updated tracker deck section with trend charts"]
  automation: high
  human_in_loop: spot-check
  tools: ["statistical analysis tool", "spreadsheet", "presentation tool"]
  frequency: weekly
  trigger: "Run the wave-over-wave deltas for this week's tracker wave and highlight anything that moved significantly"

- id: screen-open-end-responses-for-gibberish-placeholder-text-and
  title: "Screen open-end responses for gibberish, placeholder text, and cross-respondent copy-paste"
  domain: "Data & Reporting (BI)"
  roles: ["Data Quality Analyst", "Panel Quality Manager"]
  description: "Scan all verbatim fields in the raw data file for nonsense character strings, lorem ipsum and template placeholder text, and responses duplicated verbatim across multiple distinct respondent IDs."
  inputs: ["raw data file with verbatim fields", "gibberish detection rule set", "minimum character length thresholds"]
  outputs: ["flagged response report with respondent IDs and violation type", "list of IDs recommended for deletion", "quality audit summary statistics"]
  automation: high
  human_in_loop: spot-check
  tools: ["text analysis script", "data processing tool", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Scan all the open-ends for garbage before we start coding — flag anything that looks like gibberish or copy-paste"

- id: reconcile-vendor-invoice-against-signed-insertion-order
  title: "Reconcile vendor invoice against signed insertion order"
  domain: "Finance & Accounting"
  roles: ["Media Business Manager", "Media Billing Coordinator", "Agency Accountant"]
  description: "Match every line item, unit rate, and flight date on a publisher or broadcast station invoice against the corresponding countersigned IO, flagging rate discrepancies, over-billed units, or unapproved makegoods for credit resolution."
  inputs: ["vendor invoice (PDF or EDI)", "signed insertion order", "media plan rate card"]
  outputs: ["IO-vs-invoice variance report", "credit request or makegoods memo"]
  automation: high
  human_in_loop: approve
  tools: ["spreadsheet", "order management system", "billing system", "document parser"]
  frequency: monthly
  trigger: "Received the October invoice from the publisher network — can you reconcile it against our signed IO and flag any billing discrepancies?"

- id: verify-creative-asset-specs-against-publisher-ad-specificati
  title: "Verify creative asset specs against publisher ad specification sheet"
  domain: "Operations & Project Mgmt"
  roles: ["Traffic Manager", "Campaign Trafficker", "Ad Operations Manager"]
  description: "Check each incoming creative file's dimensions, weight, format, animation length, loop count, and click-through URL against the publisher's technical spec sheet before trafficking the unit into the ad server."
  inputs: ["creative asset files", "publisher ad spec sheet", "trafficking worksheet"]
  outputs: ["spec compliance checklist", "spec violation rejection notice to creative team"]
  automation: high
  human_in_loop: spot-check
  tools: ["ad server", "traffic management system", "file metadata reader"]
  frequency: ad-hoc
  trigger: "Studio just delivered the display banners for the Q4 launch — run them against the publisher spec sheet and flag anything that won't pass trafficking."

- id: build-post-buy-actualization-report-comparing-planned-vs-del
  title: "Build post-buy actualization report comparing planned vs. delivered media"
  domain: "Data & Reporting (BI)"
  roles: ["Media Buyer", "Media Planner", "Investment Analyst", "Media Supervisor"]
  description: "Compile actual impressions, GRPs, CPMs, and spend by line item from media vendor post-buy reports and reconcile them against the original authorized media plan to surface under- or over-delivery and efficiency variances."
  inputs: ["vendor post-buy delivery reports", "original media plan", "authorized budget by flight"]
  outputs: ["actualization report", "variance summary by medium and market", "makegood request list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "media management platform", "reporting dashboard"]
  frequency: monthly
  trigger: "Campaign just wrapped — pull the post-buy actuals from all vendors and build the actualization vs. plan for the client presentation."

- id: generate-talent-holding-fee-and-residual-payment-schedule-fr
  title: "Generate talent holding fee and residual payment schedule from SAG-AFTRA contract"
  domain: "Legal & Compliance"
  roles: ["Business Affairs Manager", "Talent Payment Coordinator", "Broadcast Business Manager"]
  description: "Extract holding fee cycle dates, use-period start and end, market tier classifications, and residual payment amounts from a signed SAG-AFTRA talent agreement and output a structured payment schedule with due dates."
  inputs: ["signed SAG-AFTRA talent agreement", "campaign flight schedule", "union rate card"]
  outputs: ["talent payment schedule", "holding fee calendar", "residual liability summary"]
  automation: medium
  human_in_loop: approve
  tools: ["contract management system", "rights management system", "spreadsheet"]
  frequency: ad-hoc
  trigger: "We just executed the talent agreement for the national TV spot — can you build out the holding fee and residual schedule so payroll knows what's due and when?"

- id: build-media-flowchart-from-approved-budget-allocation
  title: "Build media flowchart from approved budget allocation"
  domain: "Operations & Project Mgmt"
  roles: ["Media Planner", "Media Supervisor", "Communications Planner", "Investment Manager"]
  description: "Convert a line-item media plan into a visual weekly flowchart showing flights, media channels, markets, estimated impressions, GRPs, and authorized spend per period so clients and internal teams can see the full schedule at a glance."
  inputs: ["approved media plan spreadsheet", "authorized budget by medium", "flight dates by market"]
  outputs: ["media flowchart (visual)", "spend-by-week summary table"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["media management platform", "spreadsheet", "presentation software"]
  frequency: ad-hoc
  trigger: "The media plan is approved — can you build the flowchart so we have something clean to walk the client through at kickoff?"

- id: flag-out-of-flight-or-expired-talent-and-music-usage-rights
  title: "Flag out-of-flight or expired talent and music usage rights"
  domain: "Legal & Compliance"
  roles: ["Business Affairs Manager", "Rights & Clearances Coordinator", "Producer", "Integrated Producer"]
  description: "Cross-reference all active campaign flight dates against expiry dates logged in the usage rights register for talent, music synchronization licenses, and stock footage, and surface any assets running beyond their contracted usage window."
  inputs: ["usage rights register", "campaign flight calendar", "talent and music contracts"]
  outputs: ["expired or expiring rights alert list", "renewal request memo"]
  automation: high
  human_in_loop: approve
  tools: ["rights management system", "contract management system", "calendar"]
  frequency: weekly
  trigger: "Before we extend the campaign through Q1, can you check the rights register and flag anything that expires before the new end date?"

- id: reconcile-billable-timesheet-hours-against-sow-scoped-hours
  title: "Reconcile billable timesheet hours against SOW scoped hours before billing run"
  domain: "Finance & Accounting"
  roles: ["Account Manager", "Agency Finance Manager", "Agency Controller", "Resource Manager"]
  description: "Match timesheet entries logged by job code and department against the hours authorized in the client's signed scope of work, identifying overages and write-offs that need account director approval before the monthly fee invoice is issued."
  inputs: ["timesheet export by project code", "signed scope of work", "fee estimate"]
  outputs: ["SOW hours vs. actual hours variance report", "write-off approval request", "billing-ready hours summary"]
  automation: high
  human_in_loop: approve
  tools: ["timesheet system", "project management system", "billing system", "spreadsheet"]
  frequency: monthly
  trigger: "Billing runs Friday — can you pull the timesheet hours for the retainer accounts and flag anything that's over scope so we can decide what to write off?"

- id: draft-insertion-order-from-approved-media-plan-line-items
  title: "Draft insertion order from approved media plan line items"
  domain: "Procurement & Vendor Mgmt"
  roles: ["Media Buyer", "Investment Manager", "Digital Media Buyer", "Programmatic Manager"]
  description: "Generate a structured insertion order document from approved plan line items, populating placement name, ad unit, dimensions, flight dates, rate, total cost, billing instructions, and ad serving details ready for vendor countersignature."
  inputs: ["approved media plan", "vendor rate confirmation", "standard IO terms and conditions"]
  outputs: ["draft insertion order (PDF or digital form)", "IO summary log"]
  automation: high
  human_in_loop: review-before-send
  tools: ["order management system", "media management platform", "document generator"]
  frequency: ad-hoc
  trigger: "The broadcast buy is approved — draft the IOs for all five stations using the plan line items and our standard T&Cs."

- id: summarize-competitive-media-spend-by-brand-and-medium-from-s
  title: "Summarize competitive media spend by brand and medium from syndicated data"
  domain: "Research & Competitive Intel"
  roles: ["Media Planner", "Strategic Planner", "Account Planner", "Brand Planner", "Analytics Manager"]
  description: "Pull and format brand-level competitive spend data by medium, daypart, and quarter from a syndicated competitive intelligence service, presenting share-of-voice calculations and year-over-year trend commentary."
  inputs: ["syndicated competitive spend data export", "brand and competitor list", "date range"]
  outputs: ["competitive spend summary by brand and medium", "share-of-voice table", "trend commentary slide"]
  automation: high
  human_in_loop: spot-check
  tools: ["competitive intelligence platform", "spreadsheet", "presentation software"]
  frequency: quarterly
  trigger: "Client wants a competitive spend update for the QBR — pull the last four quarters of share-of-voice across TV, digital, and OOH for the top five competitors."

- id: calculate-client-profitability-against-retainer-fee
  title: "Calculate client profitability against retainer fee"
  domain: "Finance & Accounting"
  roles: ["Agency Finance Manager", "Agency Controller", "Client Finance Lead", "Account Director"]
  description: "Compute actual revenue minus direct labor costs, third-party expenses, and overhead allocation for a client account to produce a net margin figure and compare it against the contracted retainer or project fee."
  inputs: ["timesheet cost report by client", "vendor invoice log", "overhead rate card", "client fee schedule"]
  outputs: ["client P&L summary", "margin-vs-target variance report"]
  automation: high
  human_in_loop: spot-check
  tools: ["billing system", "timesheet system", "financial reporting system", "spreadsheet"]
  frequency: monthly
  trigger: "Can you run the profitability report for the top ten accounts so we can see which retainers are above and below target margin before the leadership review?"

- id: audit-creative-job-ticket-for-completeness-at-project-kickof
  title: "Audit creative job ticket for completeness at project kickoff"
  domain: "Operations & Project Mgmt"
  roles: ["Traffic Manager", "Project Manager", "Studio Manager", "Integrated Producer"]
  description: "Check a newly opened creative job ticket against the agency's required-fields checklist — including client approval, billing codes, deliverable specs, usage rights instructions, routing approvals, and in-hands due dates — before releasing it to creative."
  inputs: ["new creative job ticket", "required-fields checklist", "approved estimate or SOW"]
  outputs: ["ticket completeness audit report", "missing-information request back to account team"]
  automation: high
  human_in_loop: spot-check
  tools: ["project management system", "traffic management system"]
  frequency: ad-hoc
  trigger: "Three new jobs just came in from the account team — can you check each job ticket against the kickoff checklist and tell me what's missing before I open them to creative?"

- id: reconcile-third-party-ad-server-delivery-against-io-contract
  title: "Reconcile third-party ad server delivery against IO contracted impressions"
  domain: "Data & Reporting (BI)"
  roles: ["Ad Operations Manager", "Campaign Manager", "Media Analyst", "Programmatic Manager"]
  description: "Compare impression, click, and viewability delivery recorded in the third-party ad server by placement against the contracted units per IO line item, calculating delivery percentage and identifying under-delivery for makegood negotiation."
  inputs: ["third-party ad server delivery report", "signed insertion orders", "pacing report"]
  outputs: ["ad server vs. IO delivery reconciliation", "under-delivery summary by vendor", "makegood negotiation brief"]
  automation: high
  human_in_loop: spot-check
  tools: ["ad server", "order management system", "spreadsheet", "reporting dashboard"]
  frequency: weekly
  trigger: "Campaign is halfway through the flight — pull the ad server delivery and reconcile it against the IOs so I can see which vendors are under-delivering and need makegoods."

- id: generate-estimate-revision-for-approved-out-of-scope-client
  title: "Generate estimate revision for approved out-of-scope client request"
  domain: "Finance & Accounting"
  roles: ["Account Manager", "Integrated Producer", "Project Manager", "Agency Finance Manager"]
  description: "Create a formal estimate revision (ER) document itemizing additional labor hours by discipline, third-party costs, and markup triggered by a client-approved change outside the original scope, referencing the original estimate number and SOW clause."
  inputs: ["original approved estimate", "scope change brief", "labor rate card", "vendor quotes"]
  outputs: ["estimate revision document", "revised project total", "client approval signature block"]
  automation: medium
  human_in_loop: approve
  tools: ["project management system", "billing system", "document generator", "spreadsheet"]
  frequency: ad-hoc
  trigger: "The client just approved the extra social cutdowns — can you draft an ER for the additional production hours and third-party costs so we can get it signed before the work starts?"

- id: draft-engagement-letter-with-scope-and-fee-schedule
  title: "Draft engagement letter with scope and fee schedule"
  domain: "Operations & Project Mgmt"
  roles: ["Engagement Partner", "Client Service Manager", "Audit Manager"]
  description: "Generate a tailored engagement letter incorporating services scope (audit/review/compilation/tax), fee estimates, payment terms, and liability limitations based on prior engagement data and current-year scope changes."
  inputs: ["Prior-year engagement letter", "Scope change memo", "Fee schedule template", "Client profile"]
  outputs: ["Draft engagement letter", "Fee schedule exhibit"]
  automation: high
  human_in_loop: sign-off
  tools: ["Document editor", "CRM", "Engagement management system"]
  frequency: ad-hoc
  trigger: "Draft the engagement letter for Riverside Manufacturing's FY2025 audit — same scope as last year but add the new R&D credit study"

- id: build-pbc-request-list-from-prior-year-audit-workpapers
  title: "Build PBC request list from prior-year audit workpapers"
  domain: "Operations & Project Mgmt"
  roles: ["Audit Senior", "Audit In-Charge", "Audit Manager"]
  description: "Mine prior-year audit workpapers and the risk assessment to generate a current-year PBC request list, mapping each schedule to the responsible client contact and expected due date."
  inputs: ["Prior-year workpaper index", "Risk assessment memo", "Prior-year PBC list", "Engagement timeline"]
  outputs: ["PBC request list", "Client contact mapping"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Document management system", "Workpaper software", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "Build the PBC list for the Crestwood HOA audit using last year's workpapers and flag anything new from the risk assessment"

- id: triage-irs-mef-e-file-rejection-codes-for-1040-1120-returns
  title: "Triage IRS MeF e-file rejection codes for 1040/1120 returns"
  domain: "Finance & Accounting"
  roles: ["Tax Staff", "Tax Senior", "Tax Preparer"]
  description: "Parse IRS Modernized e-File (MeF) rejection error codes (e.g., IND-031-04, R0000-194, F1120-013) against submitted return data to identify root cause and draft a corrective action memo for the preparer."
  inputs: ["MeF rejection acknowledgment file", "Filed return PDF", "Taxpayer SSN/EIN data"]
  outputs: ["Rejection triage memo", "Corrected return instructions"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Tax software", "E-file transmission log", "Document editor"]
  frequency: daily
  trigger: "We got a reject on the Henderson 1040 — code IND-031-04 — what needs to be fixed?"

- id: track-pbc-aging-and-draft-tiered-client-follow-up-reminders
  title: "Track PBC aging and draft tiered client follow-up reminders"
  domain: "Customer Success & Support"
  roles: ["Audit Senior", "Client Service Coordinator", "Audit Manager"]
  description: "Compare the outstanding PBC request list against items received in the client portal, calculate aging of open requests, and draft tiered follow-up emails based on days overdue (7/14/21-day cadence)."
  inputs: ["PBC master list", "Portal document log", "Engagement deadline", "Client contact list"]
  outputs: ["PBC aging report", "Draft follow-up emails by tier"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Client portal", "Spreadsheet", "Email client", "Engagement management system"]
  frequency: weekly
  trigger: "Which PBC items for the Okafor Group audit are still open and need a follow-up nudge?"

- id: index-tax-return-workpapers-to-return-line-items
  title: "Index tax return workpapers to return line items"
  domain: "Finance & Accounting"
  roles: ["Tax Senior", "Tax Manager", "Tax Reviewer"]
  description: "Map each workpaper schedule and supporting document in a tax return file to the corresponding line item or schedule on the Form 1120/1065/1040, generating a cross-reference index per the firm's workpaper standards."
  inputs: ["Drafted tax return PDF", "Workpaper files", "Prior-year index", "Firm indexing template"]
  outputs: ["Workpaper cross-reference index", "Missing schedules flag list"]
  automation: high
  human_in_loop: spot-check
  tools: ["Tax workpaper software", "Document management system", "PDF tools"]
  frequency: ad-hoc
  trigger: "Index all the workpapers for the Delacroix Enterprises 1120 return and flag anything missing before I do my review"

- id: run-independence-and-conflict-of-interest-check-for-new-enga
  title: "Run independence and conflict-of-interest check for new engagement"
  domain: "Legal & Compliance"
  roles: ["Independence Partner", "Risk Management Manager", "Engagement Partner"]
  description: "Screen a prospective engagement against the firm's independence database, partner/staff financial interest disclosures, and AICPA/PCAOB independence rules, flagging direct/indirect financial interests, business relationships, or family member employment conflicts."
  inputs: ["New client entity name and related parties list", "Firm independence database", "Staff financial interest disclosure forms"]
  outputs: ["Independence clearance memo", "Conflict flag report", "Required remediation actions list"]
  automation: medium
  human_in_loop: approve
  tools: ["Independence management system", "CRM", "Document editor"]
  frequency: ad-hoc
  trigger: "We're about to sign Northfield Capital as a new audit client — run the independence check including all partners and senior managers"

- id: reconcile-wip-balances-to-billed-amounts-and-compute-realiza
  title: "Reconcile WIP balances to billed amounts and compute realization rate"
  domain: "Finance & Accounting"
  roles: ["Billing Manager", "Engagement Partner", "Practice Administrator", "Firm Administrator"]
  description: "Pull unbilled WIP by engagement from the time-and-billing system, compare to standard fee budget, and calculate realization percentage and write-down amounts for partner review."
  inputs: ["WIP aging report", "Engagement fee budgets", "Invoices issued", "Standard hourly rates by staff level"]
  outputs: ["WIP-to-realization reconciliation schedule", "Write-down request form"]
  automation: high
  human_in_loop: approve
  tools: ["Time-and-billing system", "Spreadsheet", "Reporting tool"]
  frequency: monthly
  trigger: "Pull the WIP realization report for all Q2 closed engagements and flag anything below 85% realization for partner review"

- id: draft-manager-review-notes-on-staff-audit-workpapers
  title: "Draft manager review notes on staff audit workpapers"
  domain: "Operations & Project Mgmt"
  roles: ["Audit Manager", "Audit Senior Manager", "Engagement Manager"]
  description: "Analyze completed audit workpaper sections (e.g., cash, AR, prepaid expenses) against audit program steps and GAAS requirements, generating structured review notes with open/cleared status, procedure gaps, and documentation deficiencies."
  inputs: ["Completed audit workpapers by section", "Audit program", "Prior-year review notes", "Audit risk memo"]
  outputs: ["Open review notes log", "Cleared review notes", "Audit documentation deficiency memo"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["Workpaper software", "Document editor"]
  frequency: ad-hoc
  trigger: "Review the cash and AR workpapers for the Lakeview Dental audit and generate review notes based on the audit program"

- id: assemble-aicpa-peer-review-documentation-package
  title: "Assemble AICPA peer review documentation package"
  domain: "Legal & Compliance"
  roles: ["Quality Control Partner", "Peer Review Coordinator", "Firm Administrator"]
  description: "Compile the AICPA System Review or Engagement Review package — selected engagements, independence documentation, quality control policies, and completed checklists — formatted per AICPA peer review standards."
  inputs: ["Selected engagement files", "QC policy manual", "Independence disclosures", "Prior peer review report", "AICPA peer review checklist"]
  outputs: ["Peer review binder index", "Compiled documentation package", "Pre-review gap checklist"]
  automation: medium
  human_in_loop: sign-off
  tools: ["Document management system", "PDF tools", "Checklist template"]
  frequency: quarterly
  trigger: "We have our peer review in 60 days — assemble the documentation package for the five selected engagements using the AICPA checklist"

- id: compute-section-199a-qualified-business-income-deduction-wor
  title: "Compute Section 199A qualified business income deduction worksheet"
  domain: "Finance & Accounting"
  roles: ["Tax Senior", "Tax Manager", "CPA"]
  description: "Calculate the Section 199A QBI deduction for a pass-through entity owner, applying W-2 wage and UBIA of qualified property limitations, SSTB phase-out thresholds, and aggregation elections, and document the computation in a reviewable workpaper."
  inputs: ["Schedule K-1 QBI amounts", "W-2 wages paid by entity", "UBIA of qualified property", "Taxpayer AGI", "Prior-year QBI carryforward losses"]
  outputs: ["Section 199A computation workpaper", "Deduction amount for Form 1040", "Aggregation election statement"]
  automation: high
  human_in_loop: spot-check
  tools: ["Tax software", "Spreadsheet"]
  frequency: ad-hoc
  trigger: "Run the 199A QBI deduction calc for the Marchetti brothers — they have three pass-throughs and one might be an SSTB"

- id: generate-fluctuation-analysis-commentary-for-audit-analytica
  title: "Generate fluctuation analysis commentary for audit analytical procedures"
  domain: "Finance & Accounting"
  roles: ["Audit Senior", "Audit In-Charge", "Audit Manager"]
  description: "Compare current-year trial balance amounts to prior-year and budget, calculate variances by account in dollars and percentages, and draft preliminary explanations for significant fluctuations to present to the client for corroboration."
  inputs: ["Current-year trial balance", "Prior-year trial balance", "Budget or forecast", "Client-provided explanations"]
  outputs: ["Fluctuation analysis workpaper", "Draft explanatory memo", "Open client inquiry items"]
  automation: high
  human_in_loop: review-before-send
  tools: ["Spreadsheet", "Workpaper software", "Data analysis tool"]
  frequency: ad-hoc
  trigger: "Run the preliminary analytics on the Horizon Foods trial balance — flag anything over 10% or $25K variance from last year"

- id: reconcile-client-portal-uploads-against-pbc-request-list
  title: "Reconcile client portal uploads against PBC request list"
  domain: "Customer Success & Support"
  roles: ["Audit Staff", "Client Service Coordinator", "Audit Senior"]
  description: "Reconcile documents received in the client portal against each line item on the PBC request list, flagging incomplete uploads (wrong period, missing pages, wrong format) and updating the PBC tracker status."
  inputs: ["PBC master request list", "Client portal document inventory", "Document naming conventions guide"]
  outputs: ["PBC completion dashboard", "Incomplete or incorrect document flags", "Portal upload correction instructions for client"]
  automation: high
  human_in_loop: spot-check
  tools: ["Client portal", "Spreadsheet", "Document management system"]
  frequency: daily
  trigger: "Check what's been uploaded to the Summit Ridge portal against the PBC list and flag anything that's wrong or missing"

- id: maintain-form-8879-e-file-authorization-tracking-log
  title: "Maintain Form 8879 e-file authorization tracking log"
  domain: "Operations & Project Mgmt"
  roles: ["Tax Staff", "Tax Coordinator", "Office Administrator", "Tax Manager"]
  description: "Generate and maintain a log of all returns requiring Form 8879 (IRS e-file signature authorization), tracking which forms have been sent to clients, signed, received back, and transmitted, with outstanding-days and deadline alerts."
  inputs: ["Return list for current filing season", "Transmission log", "Signed 8879 files received", "Due date calendar"]
  outputs: ["Form 8879 status tracker", "Overdue authorization alerts", "Transmission readiness report"]
  automation: high
  human_in_loop: spot-check
  tools: ["Tax software", "Document management system", "Spreadsheet", "Client portal"]
  frequency: daily
  trigger: "Show me which 8879s are still outstanding for the April 15 batch and flag any returns we can't transmit yet"

- id: reconcile-ceu-contact-hours-against-accrediting-body-criteri
  title: "Reconcile CEU contact hours against accrediting body criteria"
  domain: "Learning & Development"
  roles: ["Certification Administrator", "L&D Specialist", "Training Coordinator"]
  description: "Cross-checks a completed course's logged contact hours, activity types, and delivery format against the sponsoring accrediting body's specific credit requirements to confirm eligibility before submission. Surfaces any shortfalls or format mismatches that would cause a credit denial."
  inputs: ["course completion records", "accrediting body criteria sheet", "course agenda with timed segments"]
  outputs: ["CEU eligibility checklist", "discrepancy report", "submission-ready credit summary"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "document editor"]
  frequency: monthly
  trigger: "Check whether our new 4-hour webinar series qualifies for 3.5 PDU credits before I submit it to PMI."

- id: convert-slide-speaker-notes-into-scorm-narration-scripts-wit
  title: "Convert slide speaker notes into SCORM narration scripts with cue marks"
  domain: "Learning & Development"
  roles: ["Instructional Designer", "Learning Experience Designer", "E-learning Developer"]
  description: "Extracts speaker notes from a presentation deck, restructures them into timed narration segments with slide-transition cue marks and estimated audio duration per slide, formatted for a voice-over or TTS workflow in an authoring tool."
  inputs: ["slide deck with speaker notes", "module timing guide", "voice-over style guide"]
  outputs: ["narration script with cue marks", "estimated audio runtime per slide", "transition timing sheet"]
  automation: high
  human_in_loop: spot-check
  tools: ["presentation software", "document editor"]
  frequency: ad-hoc
  trigger: "Turn the speaker notes in this deck into a ready-to-record narration script, timestamped per slide."

- id: draft-bloom-s-taxonomy-aligned-learning-objectives-from-sme
  title: "Draft Bloom's taxonomy-aligned learning objectives from SME notes"
  domain: "Learning & Development"
  roles: ["Instructional Designer", "L&D Specialist"]
  description: "Takes unstructured subject-matter-expert notes or a raw content outline and rewrites each point as a measurable learning objective at the specified Bloom's cognitive level, using approved action verbs and the ABCD (Audience, Behavior, Condition, Degree) format."
  inputs: ["SME content notes", "target Bloom's level per module", "action-verb reference list"]
  outputs: ["numbered ABCD-format learning objectives", "Bloom's level mapping table"]
  automation: high
  human_in_loop: spot-check
  tools: ["document editor", "LLM"]
  frequency: ad-hoc
  trigger: "Here are my SME's raw notes for the new safety module. Write me Apply-level learning objectives for each section."

- id: map-course-catalog-coverage-to-a-competency-framework-gap-ma
  title: "Map course catalog coverage to a competency framework gap matrix"
  domain: "Learning & Development"
  roles: ["L&D Analyst", "Instructional Designer", "Training Program Manager"]
  description: "Matches each competency in a role's framework against available courses in the catalog, surfaces competencies with no or insufficient coverage, and produces a gap heat-map showing coverage percentage by domain for prioritization."
  inputs: ["competency framework", "course catalog metadata", "target role profiles"]
  outputs: ["competency-coverage gap matrix", "coverage percentage by competency domain", "prioritized gap list"]
  automation: high
  human_in_loop: approve
  tools: ["spreadsheet", "LMS", "document editor"]
  frequency: quarterly
  trigger: "Cross-reference our engineering competency framework with the current course catalog and show me which competencies have no coverage."

- id: write-decision-tree-branching-paths-for-a-compliance-simulat
  title: "Write decision-tree branching paths for a compliance simulation scenario"
  domain: "Learning & Development"
  roles: ["Instructional Designer", "Compliance Training Manager", "Learning Experience Designer"]
  description: "Authors the full narrative decision tree for a branching compliance scenario, including correct-choice reinforcement text, wrong-choice consequence explanations with policy citations, node IDs for the authoring tool, and remediation hints that link back to source policy."
  inputs: ["compliance policy excerpt", "scenario premise and character profiles", "authoring tool node schema"]
  outputs: ["branching narrative script with node IDs", "consequence text per wrong path", "remediation link map"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "storyboarding tool", "LLM"]
  frequency: ad-hoc
  trigger: "Write a branching scenario where a manager has to decide how to handle an employee's expense report with red flags for policy violations."

- id: audit-lms-completion-records-against-employee-roster-before
  title: "Audit LMS completion records against employee roster before a compliance deadline"
  domain: "Learning & Development"
  roles: ["LMS Administrator", "Compliance Training Manager", "Training Coordinator"]
  description: "Joins the LMS course-completion export with the authoritative headcount roster, flags non-completers, and groups them by manager and department so escalation messages can be routed correctly before the regulatory due date."
  inputs: ["LMS completion export CSV", "employee roster CSV with manager hierarchy", "training due date"]
  outputs: ["non-completer list with manager hierarchy", "completion percentage by department", "escalation routing table"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "LMS", "HRIS"]
  frequency: weekly
  trigger: "The GDPR refresher is due Friday. Pull the completion data and show me who hasn't finished, grouped by manager."

- id: generate-tiered-escalation-nudge-email-sequence-for-incomple
  title: "Generate tiered escalation nudge email sequence for incomplete mandatory training"
  domain: "Learning & Development"
  roles: ["Training Coordinator", "L&D Specialist", "Compliance Training Manager"]
  description: "Drafts a three-stage escalation email sequence for employees who miss mandatory training deadlines — learner reminder, manager copy-in, and HR alert — with tone escalating at each stage and correct personalization tokens for mail-merge."
  inputs: ["training name and deadline date", "escalation interval schedule", "manager and HR name tokens", "course link"]
  outputs: ["three email drafts with subject lines", "personalization token reference sheet", "send schedule"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email client", "document editor", "LLM"]
  frequency: monthly
  trigger: "Write the escalation email series for our annual harassment prevention training—three levels, 7 days apart, starting gentle and ending with an HR cc."

- id: compute-pre-post-assessment-score-delta-and-kirkpatrick-l2-s
  title: "Compute pre/post assessment score delta and Kirkpatrick L2 summary for a cohort"
  domain: "Learning & Development"
  roles: ["L&D Analyst", "Instructional Designer", "Training Program Manager"]
  description: "Joins pre-training and post-training quiz results by learner ID, calculates individual and cohort-level knowledge-gain delta, highlights assessment items with lowest post-training accuracy, and produces a Kirkpatrick Level 2 narrative summary."
  inputs: ["pre-assessment results CSV", "post-assessment results CSV", "passing threshold", "item-level question text"]
  outputs: ["knowledge-gain summary table", "underperforming item list with accuracy rates", "Kirkpatrick L2 narrative paragraph"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "data analysis tool", "LLM"]
  frequency: monthly
  trigger: "Here are the pre and post quiz exports from last week's leadership program. Compute the learning gain and flag any questions where the class still underperformed after training."

- id: rewrite-a-policy-manual-chapter-as-a-mobile-microlearning-ca
  title: "Rewrite a policy-manual chapter as a mobile microlearning card deck"
  domain: "Learning & Development"
  roles: ["Instructional Designer", "Learning Experience Designer", "L&D Specialist"]
  description: "Breaks a dense policy chapter into a sequence of short, single-concept cards formatted for mobile microlearning platform constraints — each card has a headline, 2-3 sentence body capped at the platform character limit, and one key takeaway callout."
  inputs: ["policy chapter text", "card character limit", "target audience description", "platform formatting spec"]
  outputs: ["numbered card deck script with headline, body, and takeaway per card", "estimated card count and read time"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document editor", "LLM", "microlearning authoring tool"]
  frequency: ad-hoc
  trigger: "Convert chapter 4 of our travel and expense policy into a mobile card deck, max 120 words per card."

- id: build-a-domain-specific-translation-glossary-for-localized-t
  title: "Build a domain-specific translation glossary for localized training content"
  domain: "Learning & Development"
  roles: ["L&D Localization Specialist", "Instructional Designer", "Training Coordinator"]
  description: "Extracts technical and company-specific terms from source training material, adds contextual usage examples, flags terms that must remain untranslated (product names, legal terms), and formats the glossary for the translation vendor's CAT tool import."
  inputs: ["source training script or course text", "list of preferred translations if available", "do-not-translate term list"]
  outputs: ["bilingual glossary table with context notes", "do-not-translate flagged entries", "CAT tool import file"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "translation management system", "LLM"]
  frequency: ad-hoc
  trigger: "We're localizing the onboarding course into Spanish. Build a glossary of all the internal jargon so the translation vendor stays consistent."

- id: reconcile-vendor-issued-training-certificates-against-intern
  title: "Reconcile vendor-issued training certificates against internal LMS completion records"
  domain: "Learning & Development"
  roles: ["Certification Administrator", "LMS Administrator", "Training Coordinator"]
  description: "Cross-matches a batch of externally-issued training certificates (learner name, course, completion date, credit hours) against LMS transcript records, identifies missing, mismatched, or duplicate entries, and produces a reconciliation report with a manual-entry queue."
  inputs: ["vendor certificate batch (PDF or CSV)", "LMS transcript export", "employee name-matching reference"]
  outputs: ["matched records list", "discrepancy report with gap type", "manual LMS entry queue"]
  automation: medium
  human_in_loop: spot-check
  tools: ["LMS", "spreadsheet", "document parser"]
  frequency: monthly
  trigger: "We got 40 completion certificates from the external safety vendor. Check them against what's in our LMS and tell me what's missing or wrong."

- id: flag-training-content-for-refresh-based-on-policy-or-regulat
  title: "Flag training content for refresh based on policy or regulatory change dates"
  domain: "Learning & Development"
  roles: ["L&D Analyst", "Compliance Training Manager", "LMS Administrator"]
  description: "Compares each course's last-reviewed date in the LMS against a changelog of recent policy or regulation updates, identifies content that references superseded rules, and outputs a prioritized refresh queue with the specific change description per course."
  inputs: ["course metadata with last-reviewed dates", "policy and regulation changelog", "effective date of each change"]
  outputs: ["prioritized content refresh queue", "per-course change description summary", "regulatory reference mapping"]
  automation: high
  human_in_loop: approve
  tools: ["LMS", "spreadsheet", "document editor"]
  frequency: quarterly
  trigger: "Our OSHA standards changed last month. Which of our safety courses still reference the old requirements and need to be updated first?"

- id: assign-ofccp-disposition-codes-to-applicant-flow-log-entries
  title: "Assign OFCCP disposition codes to applicant-flow log entries"
  domain: "Recruiting & Talent"
  roles: ["OFCCP Compliance Specialist", "Recruiting Operations Manager", "HRIS Analyst"]
  description: "Map each stage-exit record in the ATS to the correct OFCCP-standard disposition code based on the captured rejection reason, filling gaps before the annual applicant-flow log is finalized. Flags ambiguous or missing rejection reasons that require recruiter clarification."
  inputs: ["ATS stage-exit export", "OFCCP disposition code reference table", "rejection reason taxonomy"]
  outputs: ["disposition-coded applicant flow log", "exception list for recruiter review"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "ATS", "data transformation script"]
  frequency: monthly
  trigger: "Pull all Q3 applicant-flow records from Greenhouse and assign OFCCP disposition codes so I can start the log audit."

- id: scan-interview-question-bank-for-potentially-unlawful-pre-em
  title: "Scan interview question bank for potentially unlawful pre-employment inquiries"
  domain: "Recruiting & Talent"
  roles: ["Talent Acquisition Manager", "Employment Counsel", "Recruiting Operations Manager"]
  description: "Review a compiled question bank and flag questions that touch protected characteristics (age, national origin, disability, family/marital status, religion) or elicit information that could constitute a pre-employment inquiry violation under federal or state law."
  inputs: ["interview question bank document", "jurisdiction-specific pre-employment inquiry rules"]
  outputs: ["annotated question bank with risk flags", "suggested compliant rewrites"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document editor", "legal reference database"]
  frequency: ad-hoc
  trigger: "We just inherited an interview guide from an acquisition — check it for legally risky questions before we start using it."

- id: assemble-comp-recommendation-memo-for-an-individual-offer
  title: "Assemble comp recommendation memo for an individual offer"
  domain: "Recruiting & Talent"
  roles: ["Compensation Partner", "Talent Acquisition Business Partner", "Total Rewards Analyst"]
  description: "Combine external market survey percentile data, internal equity comparisons for similar roles, leveling criteria, and the candidate's stated expectations into a structured offer recommendation memo ready for hiring manager and finance approval."
  inputs: ["comp band data", "market survey export", "internal equity report", "candidate comp expectation", "role level definition"]
  outputs: ["offer recommendation memo", "comp positioning summary"]
  automation: medium
  human_in_loop: approve
  tools: ["spreadsheet", "HRIS", "compensation planning tool"]
  frequency: ad-hoc
  trigger: "Build the comp memo for the Senior PM offer — candidate is asking for $175k and our band tops at $168k."

- id: detect-agency-duplicate-submittals-before-source-of-hire-clo
  title: "Detect agency duplicate submittals before source-of-hire clock starts"
  domain: "Recruiting & Talent"
  roles: ["Talent Acquisition Coordinator", "Recruiting Operations Manager"]
  description: "Match each incoming agency-submitted resume against existing ATS candidate records using name, email, phone, and LinkedIn URL to identify prior-source conflicts and flag fee liability risk before the recruiter formally acknowledges receipt."
  inputs: ["agency resume batch", "ATS candidate records export", "agency contract terms"]
  outputs: ["duplicate flag report", "prior-source conflict list with submission dates"]
  automation: high
  human_in_loop: spot-check
  tools: ["ATS", "deduplication script", "spreadsheet"]
  frequency: daily
  trigger: "Agency just sent over 14 candidates for the Staff Engineer req — check them all against the ATS before I acknowledge."

- id: audit-offer-letter-merge-fields-before-e-signature-dispatch
  title: "Audit offer letter merge fields before e-signature dispatch"
  domain: "Recruiting & Talent"
  roles: ["Talent Acquisition Coordinator", "Recruiting Operations Manager"]
  description: "Verify every variable field in a generated offer letter — equity grant details, sign-on amount, start date, PTO accrual tier, reporting manager name, and job code — is correctly populated, internally consistent, and matches the approved offer in the ATS before the document is sent for signature."
  inputs: ["generated offer letter draft", "approved offer record in ATS", "equity grant memo", "HR policy reference"]
  outputs: ["validated offer letter", "field-mismatch exception report"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document editor", "ATS", "e-signature platform"]
  frequency: ad-hoc
  trigger: "Double-check the offer letter for Jamie Chen before I send it — the equity number came from two different systems."

- id: build-panel-availability-matrix-for-multi-interviewer-loop-s
  title: "Build panel availability matrix for multi-interviewer loop scheduling"
  domain: "Recruiting & Talent"
  roles: ["Talent Acquisition Coordinator", "Recruiting Coordinator"]
  description: "Pull calendar availability for all assigned panelists across time zones, generate a ranked matrix of viable interview slots, and identify the earliest window that satisfies both the candidate's constraints and the full panel requirement without double-booking."
  inputs: ["panelist list with time zones", "candidate availability window", "interview format and duration", "calendar availability data"]
  outputs: ["ranked slot matrix", "candidate scheduling link or draft invite"]
  automation: high
  human_in_loop: spot-check
  tools: ["calendar system", "scheduling automation tool", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Schedule a 5-person onsite loop for Priya — two interviewers are in London and she can only do mornings Pacific."

- id: enroll-silver-medalist-candidates-in-role-specific-nurture-s
  title: "Enroll silver-medalist candidates in role-specific nurture sequences"
  domain: "Recruiting & Talent"
  roles: ["Sourcing Specialist", "Talent Acquisition Business Partner", "Candidate Experience Manager"]
  description: "Tag final-round candidates who were not selected with their evaluated competency strengths and the stage at which they exited, then enroll them in differentiated drip sequences that surface relevant future openings and maintain engagement without over-communicating."
  inputs: ["finalist candidate list with stage and rejection reason", "competency scorecard summaries", "open requisition list", "nurture sequence templates"]
  outputs: ["enrolled nurture cohort in CRM", "sequence assignment log"]
  automation: medium
  human_in_loop: spot-check
  tools: ["CRM", "ATS", "email automation tool"]
  frequency: weekly
  trigger: "We just closed the VP of Product search — enroll the two runners-up in nurture so we can re-engage them for the next senior PM opening."

- id: validate-employee-referral-payout-eligibility-before-hr-proc
  title: "Validate employee referral payout eligibility before HR processing"
  domain: "Recruiting & Talent"
  roles: ["Recruiting Operations Manager", "HR Operations Specialist", "Talent Acquisition Coordinator"]
  description: "Cross-check each referral claim against policy rules — referrer tenure gate, eligible relationship type, timing of submission relative to first contact, and whether the new hire has passed the payout cliff — then flag exceptions before HR cuts the payment."
  inputs: ["referral claim record", "new hire start and cliff date", "referral program policy document", "ATS first-contact date"]
  outputs: ["eligibility determination per claim", "exception memo for policy violations"]
  automation: high
  human_in_loop: spot-check
  tools: ["HRIS", "ATS", "spreadsheet"]
  frequency: monthly
  trigger: "Process this month's referral payouts — flag any claims where the referrer submitted after we already had the candidate in the system."

- id: reconcile-conflicting-source-of-hire-tags-on-a-multi-touch-c
  title: "Reconcile conflicting source-of-hire tags on a multi-touch candidate record"
  domain: "Recruiting & Talent"
  roles: ["Recruiting Operations Manager", "HRIS Analyst", "Talent Acquisition Coordinator"]
  description: "Resolve cases where a single candidate record carries competing source tags (e.g., LinkedIn outreach, inbound apply, agency, and employee referral) by applying the defined source-hierarchy rules and updating the canonical source field to ensure accurate pipeline and cost-per-hire reporting."
  inputs: ["candidate record with multi-source tags", "source hierarchy policy", "source event timestamps"]
  outputs: ["corrected source-of-hire field in ATS", "reconciliation log for reporting"]
  automation: medium
  human_in_loop: spot-check
  tools: ["ATS", "data transformation script", "spreadsheet"]
  frequency: weekly
  trigger: "Our source-of-hire report is dirty — clean up all Q2 hires where more than one source tag is present so the board deck numbers are accurate."

- id: generate-requisition-aging-report-with-recruiter-level-accou
  title: "Generate requisition aging report with recruiter-level accountability view"
  domain: "Recruiting & Talent"
  roles: ["Talent Acquisition Manager", "Recruiting Operations Manager", "Head of Talent Acquisition"]
  description: "Identify all open requisitions that have exceeded their target-time-to-fill threshold, segment by recruiter owner and hiring department, compute days-over-target, and draft a summary table for TA leadership to use in weekly pipeline review."
  inputs: ["open requisition list with open dates and targets", "recruiter assignment data", "department headcount plan"]
  outputs: ["aging report by recruiter and department", "narrative summary for leadership review"]
  automation: high
  human_in_loop: spot-check
  tools: ["ATS", "spreadsheet", "reporting dashboard"]
  frequency: weekly
  trigger: "Pull the req aging report ahead of Monday's TA leadership sync — I want to see which recruiters are carrying the most stalled reqs."

- id: pre-submission-audit-of-annual-eeo-applicant-flow-log
  title: "Pre-submission audit of annual EEO applicant flow log"
  domain: "Recruiting & Talent"
  roles: ["OFCCP Compliance Specialist", "Recruiting Operations Manager", "HR Compliance Manager"]
  description: "Check the compiled EEO applicant flow log for missing demographic fields, unassigned or invalid disposition codes, row-count mismatches against ATS totals, and duplicate entries before the log is submitted to the OFCCP or retained for audit readiness."
  inputs: ["draft EEO applicant flow log", "ATS applicant count by requisition", "OFCCP filing requirements checklist"]
  outputs: ["audit finding report", "corrected applicant flow log", "certification checklist"]
  automation: high
  human_in_loop: sign-off
  tools: ["spreadsheet", "ATS", "data validation script"]
  frequency: quarterly
  trigger: "Our OFCCP audit window opens in 30 days — run the pre-submission check on the applicant flow log and tell me what needs fixing."

- id: calibrate-divergent-interviewer-scores-after-panel-debrief
  title: "Calibrate divergent interviewer scores after panel debrief"
  domain: "Recruiting & Talent"
  roles: ["Talent Acquisition Business Partner", "Talent Acquisition Manager", "Recruiting Operations Manager"]
  description: "Detect statistical outliers and anchor-bias patterns in a panel's individual scorecards — such as a single 1-out-of-5 dragging an otherwise strong candidate — and produce a normalized score summary and calibration prompt for the hiring committee to review before the final decision."
  inputs: ["individual interviewer scorecards", "competency rubric", "interview format and weighting"]
  outputs: ["normalized panel score summary", "calibration discussion guide for hiring committee"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["ATS", "spreadsheet", "survey tool"]
  frequency: ad-hoc
  trigger: "The debrief for the Data Science candidate is tomorrow — one interviewer gave all 1s while everyone else scored 4-5; summarize the scorecard spread and flag the outlier."

- id: multi-country-per-diem-rate-calculation-for-executive-trip
  title: "Multi-country per-diem rate calculation for executive trip"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Travel Coordinator"]
  description: "Calculate the applicable government per-diem rates for each leg of a multi-destination executive trip, applying travel-day percentage rules, deducting catered meals, and producing a reimbursable-amount worksheet by country and day."
  inputs: ["approved travel itinerary", "per-diem rate tables", "meal provision schedule"]
  outputs: ["per-diem calculation worksheet", "reimbursable totals by country"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "travel policy document"]
  frequency: ad-hoc
  trigger: "Calculate per-diem for my NYC to London to Dubai trip next week including the conference dinner on night two"

- id: executive-bio-version-matrix-synchronization-after-credentia
  title: "Executive bio version matrix synchronization after credential change"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Chief of Staff", "Communications Coordinator"]
  description: "Update all versioned bio variants — 6-word, 25-word, 100-word, and full-page — after a title change, board appointment, or major award, ensuring every length variant reflects the same updated facts before redistribution to conference programs and press kits."
  inputs: ["existing bio versions in all lengths", "new title or credential details"]
  outputs: ["synchronized bio set in all required lengths"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document editor", "content management system"]
  frequency: ad-hoc
  trigger: "Update all my bios to reflect my new board seat at the foundation before the conference packet goes out"

- id: protocol-compliant-seating-chart-for-formal-executive-dinner
  title: "Protocol-compliant seating chart for formal executive dinner"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Events Coordinator", "Chief of Staff"]
  description: "Assign seats for a formal executive dinner using seniority and protocol rules — alternating hosts with guests, placing the guest of honor correctly, separating couples, and accounting for flagged interpersonal tensions or language preferences."
  inputs: ["guest list with titles and affiliations", "dietary and accessibility notes", "relationship tension flags"]
  outputs: ["seating chart diagram", "place card list"]
  automation: medium
  human_in_loop: approve
  tools: ["diagramming tool", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Create a seating chart for Thursday's dinner with the board chair, two external partners, and our CFO"

- id: pre-meeting-counterpart-intelligence-brief
  title: "Pre-meeting counterpart intelligence brief"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Chief of Staff", "Research Analyst"]
  description: "Compile a one-page brief on an external meeting counterpart covering recent news coverage, professional background, shared connections, previous interaction history from the CRM, and suggested conversation hooks relevant to the meeting agenda."
  inputs: ["counterpart name and organization", "meeting topic and agenda", "CRM interaction history"]
  outputs: ["counterpart one-page brief"]
  automation: high
  human_in_loop: spot-check
  tools: ["search engine", "CRM", "document editor"]
  frequency: ad-hoc
  trigger: "Prep me a brief on the CFO I'm meeting from Acme Corp on Friday — we last spoke 18 months ago"

- id: year-to-date-gift-log-reconciliation-against-per-recipient-p
  title: "Year-to-date gift log reconciliation against per-recipient policy caps"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Compliance Coordinator", "Chief of Staff"]
  description: "Cross-reference the year-to-date corporate gift and hospitality log against per-recipient annual caps and jurisdiction-specific limits, flagging entries approaching or breaching thresholds before year-end gift-giving season begins."
  inputs: ["gift and hospitality log", "corporate gift policy", "applicable jurisdiction rules"]
  outputs: ["reconciliation report", "flagged near-limit entries"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "compliance document store"]
  frequency: quarterly
  trigger: "Check whether we're close to any gift limits for our top clients before the holiday season"

- id: mixed-group-expense-receipt-split-coding-across-cost-centers
  title: "Mixed-group expense receipt split-coding across cost centers"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Finance Coordinator"]
  description: "Parse a single expense receipt covering attendees from multiple departments and produce line-level split allocations to the correct cost centers based on headcount or pre-agreed ratios, formatted for submission in the expense system."
  inputs: ["receipt or invoice", "attendee list with cost center assignments", "allocation rules or ratios"]
  outputs: ["split-coded expense lines ready for submission"]
  automation: high
  human_in_loop: spot-check
  tools: ["expense management system", "spreadsheet"]
  frequency: monthly
  trigger: "Split last night's team dinner receipt between the marketing and sales cost centers by headcount"

- id: business-visa-support-package-assembly-to-consulate-specific
  title: "Business visa support package assembly to consulate specification"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Travel Coordinator"]
  description: "Compile the complete document package required for a business visa application — invitation letter, stamped itinerary, hotel confirmations, financial guarantees, host company letterhead — formatted precisely to the destination consulate's current checklist."
  inputs: ["travel dates and destination", "consulate requirements checklist", "host organization details"]
  outputs: ["visa invitation letter", "supporting document package"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document editor", "travel management system"]
  frequency: ad-hoc
  trigger: "Prepare all the visa support documents for my China trip in September — the consulate needs them within the week"

- id: board-agenda-conflict-of-interest-pre-screen-against-disclos
  title: "Board agenda conflict-of-interest pre-screen against disclosure register"
  domain: "Executive / Admin Support"
  roles: ["Board Secretary", "Chief of Staff", "Executive Assistant"]
  description: "Before distributing board meeting materials, cross-reference each agenda item against directors' standing conflict-of-interest disclosures, annotate the agenda with required recusals, and generate advance notifications to affected directors."
  inputs: ["draft board agenda", "director conflict-of-interest disclosure register"]
  outputs: ["annotated agenda with recusal notes", "director pre-notification messages"]
  automation: high
  human_in_loop: approve
  tools: ["document editor", "spreadsheet", "governance platform"]
  frequency: monthly
  trigger: "Screen the upcoming board agenda for conflicts before we send the board pack on Friday"

- id: structured-decision-log-extraction-from-meeting-transcript
  title: "Structured decision log extraction from meeting transcript"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Chief of Staff", "Meeting Facilitator"]
  description: "Parse a raw meeting transcript or notes to extract a structured decision log capturing: decision text, rationale, decision owner, deadline, and any recorded dissenting positions, distinct from open action items."
  inputs: ["meeting transcript or raw notes"]
  outputs: ["structured decision log document"]
  automation: high
  human_in_loop: spot-check
  tools: ["transcription tool", "document editor"]
  frequency: weekly
  trigger: "Pull all the decisions — not just action items — from today's leadership team transcript"

- id: calendar-placeholder-sweep-and-organizer-confirmation
  title: "Calendar placeholder sweep and organizer confirmation"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Chief of Staff"]
  description: "Review all tentative and placeholder holds on the executive calendar over the next 60–90 days, confirm active holds with respective organizers, release lapsed ones, and convert confirmed holds to firm calendar invites — producing a log of changes made."
  inputs: ["executive calendar with tentative holds", "organizer contact list"]
  outputs: ["updated calendar", "released-holds log", "confirmation messages to organizers"]
  automation: medium
  human_in_loop: approve
  tools: ["calendar system", "email client"]
  frequency: weekly
  trigger: "Clean up all the tentative holds on my calendar — there are at least a dozen that should either be confirmed or dropped"

- id: speaking-engagement-technical-rider-gap-analysis
  title: "Speaking engagement technical rider gap analysis"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Events Coordinator"]
  description: "Compare an event organizer's technical requirements and consent provisions against the executive's standard speaking rider, flag discrepancies in recording rights, slide format, microphone type, or honorarium terms, and draft a response requesting amendments."
  inputs: ["event organizer technical requirements", "executive standard speaking rider template"]
  outputs: ["gap analysis summary", "response email to organizer requesting changes"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document editor", "email client"]
  frequency: ad-hoc
  trigger: "Check if the conference's AV and recording terms conflict with my standard speaking setup before I confirm"

- id: vip-inbound-correspondence-response-deadline-tracker
  title: "VIP inbound correspondence response-deadline tracker"
  domain: "Executive / Admin Support"
  roles: ["Executive Assistant", "Chief of Staff"]
  description: "Maintain a rolling tracker of inbound correspondence from board members, major clients, government officials, and media requiring executive response, surfacing items approaching expected response windows with current draft status and days-until-due."
  inputs: ["inbound email and mail log", "correspondent tier classification", "response SLA rules"]
  outputs: ["correspondence tracking report with overdue and at-risk flags"]
  automation: high
  human_in_loop: spot-check
  tools: ["email client", "CRM", "task management system"]
  frequency: daily
  trigger: "Show me every VIP email still awaiting a response that is due within the next 48 hours"

- id: extract-conditional-business-rules-into-a-decision-table
  title: "Extract conditional business rules into a decision table"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Functional Consultant", "Policy Analyst"]
  description: "Parse narrative policy or procedure documents to identify all conditional logic (if/then/else, thresholds, exceptions) and convert each rule into a structured decision table with condition columns and outcome columns. Flags overlapping or contradictory rule combinations."
  inputs: ["policy document", "procedure manual", "business rules narrative"]
  outputs: ["decision table (condition/outcome matrix)", "ambiguity flag list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document parser", "spreadsheet", "requirements management system"]
  frequency: ad-hoc
  trigger: "Turn the pricing eligibility section of this policy PDF into a decision table I can attach to the FSD"

- id: detect-orphaned-requirements-with-no-uat-coverage
  title: "Detect orphaned requirements with no UAT coverage"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "QA Analyst", "Test Manager"]
  description: "Cross-reference the requirements traceability matrix against the UAT test-case register to identify any requirement IDs that have zero linked test cases. Produces a gap report so the test team can close coverage before sign-off."
  inputs: ["requirements traceability matrix", "UAT test case register"]
  outputs: ["uncovered requirement list", "coverage gap summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["requirements management system", "spreadsheet", "test management system"]
  frequency: weekly
  trigger: "Check if every requirement in the RTM has at least one test case before we go into UAT"

- id: compile-assumption-register-from-discovery-workshop-notes
  title: "Compile assumption register from discovery workshop notes"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Solution Architect", "Business Systems Analyst"]
  description: "Scan raw workshop transcripts or meeting notes for explicit and implicit assumptions (e.g., 'we assumed', 'as long as', 'provided that') and compile them into a numbered assumption register with owner, date, and dependency tags. Surfaces unstated assumptions for validation before requirements are baselined."
  inputs: ["workshop transcript", "meeting notes", "whiteboard photos"]
  outputs: ["assumption register", "dependency tag list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document parser", "note-taking tool", "requirements management system"]
  frequency: ad-hoc
  trigger: "Extract all assumptions from yesterday's discovery session notes and put them in the assumption log"

- id: document-exception-and-error-path-flows-missing-from-happy-p
  title: "Document exception and error-path flows missing from happy-path diagrams"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Process Analyst", "Functional Consultant"]
  description: "Given a process map that covers only the nominal flow, analyze each step to enumerate realistic error triggers, boundary conditions, and rollback paths that stakeholders typically skip. Produces annotated exception flows and a list of open questions to confirm with the business."
  inputs: ["as-is or to-be process map", "user story list", "stakeholder notes"]
  outputs: ["exception flow addendum", "open questions log"]
  automation: medium
  human_in_loop: approve
  tools: ["process modelling tool", "diagramming tool", "requirements management system"]
  frequency: ad-hoc
  trigger: "We only mapped the happy path in the session — generate the exception flows for each step in the order fulfilment diagram"

- id: audit-acceptance-criteria-for-objective-testability
  title: "Audit acceptance criteria for objective testability"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "QA Analyst", "Product Owner"]
  description: "Review a backlog of user stories and flag any acceptance criteria that use subjective or unmeasurable language ('fast', 'easy to use', 'robust') rather than observable, verifiable conditions. For each flagged item, suggest a rewritten criterion with concrete thresholds or observable outcomes."
  inputs: ["user story backlog", "acceptance criteria list"]
  outputs: ["testability audit report", "suggested rewritten criteria"]
  automation: high
  human_in_loop: review-before-send
  tools: ["project management tool", "requirements management system"]
  frequency: weekly
  trigger: "Flag every acceptance criterion in this sprint backlog that can't be objectively pass/fail tested"

- id: trace-derived-field-calculation-spec-from-source-to-output
  title: "Trace derived field calculation spec from source to output"
  domain: "Business / Functional Analysis"
  roles: ["Business Systems Analyst", "Data Analyst", "Functional Consultant"]
  description: "For a specific calculated or derived field in a target system, document the precise formula — including conditional branches, rounding rules, null handling, and unit of measure — by tracing back through source field definitions, transformation logic, and business rules. Produces a field-level calculation spec ready for developer handoff."
  inputs: ["data mapping spreadsheet", "source system data dictionary", "business rules document"]
  outputs: ["derived field calculation spec", "dependency list of source fields"]
  automation: medium
  human_in_loop: approve
  tools: ["data dictionary tool", "spreadsheet", "requirements management system"]
  frequency: ad-hoc
  trigger: "Write the full calculation spec for the 'Effective Annual Rate' field including all edge cases so dev can implement it"

- id: identify-silent-stakeholders-omitted-from-raci
  title: "Identify silent stakeholders omitted from RACI"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Change Manager", "Project Manager"]
  description: "Cross-reference the project RACI against the as-is process map, data flow diagram, and organisational chart to surface roles that interact with in-scope systems or data but were not included in any workshop or sign-off. Outputs an expanded RACI with recommended engagement actions for each newly identified party."
  inputs: ["RACI matrix", "as-is process map", "data flow diagram", "org chart"]
  outputs: ["expanded RACI with gap annotations", "stakeholder engagement action list"]
  automation: medium
  human_in_loop: approve
  tools: ["document parser", "spreadsheet", "diagramming tool"]
  frequency: ad-hoc
  trigger: "Check if there are any teams or roles we've missed from the RACI before we send the project charter for sign-off"

- id: score-requirements-backlog-by-change-volatility
  title: "Score requirements backlog by change volatility"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Business Systems Analyst", "Solution Architect"]
  description: "Analyse a baselined requirements set and rate each item on volatility indicators — regulatory uncertainty, number of stakeholders with competing views, dependency on unconfirmed vendor capabilities — to produce a ranked list of at-risk requirements. Helps the team prioritise early prototyping and schedule change-buffer contingency."
  inputs: ["baselined requirements document", "stakeholder conflict log", "dependency register"]
  outputs: ["requirements volatility scorecard", "top-risk requirements list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["requirements management system", "spreadsheet"]
  frequency: monthly
  trigger: "Rate our requirements by how likely they are to change before go-live so we know where to spend design contingency"

- id: tag-requirements-with-regulatory-clause-cross-references
  title: "Tag requirements with regulatory clause cross-references"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Compliance Analyst", "Regulatory Affairs Specialist"]
  description: "For each functional requirement, identify which specific clause, article, or section of an applicable regulation or standard it satisfies and append a citation tag. Produces an annotated requirement set that supports audit evidence and makes the traceability matrix defensible to a regulator."
  inputs: ["requirements document", "regulatory text or standard", "compliance mapping template"]
  outputs: ["requirements document with clause citations", "regulatory coverage gap list"]
  automation: high
  human_in_loop: sign-off
  tools: ["document parser", "requirements management system", "compliance management tool"]
  frequency: ad-hoc
  trigger: "Map every requirement in the FSD to the GDPR article or recital it addresses and flag any gaps"

- id: produce-dual-write-coexistence-field-reconciliation-spec
  title: "Produce dual-write coexistence field reconciliation spec"
  domain: "Business / Functional Analysis"
  roles: ["Business Systems Analyst", "Migration Analyst", "Integration Analyst"]
  description: "For a system migration that runs old and new systems in parallel, specify exactly which fields are written by which system during the coexistence window, the reconciliation frequency, the tie-break rule when values differ, and the exit condition that ends the dual-write period. This prevents silent data drift during cutover."
  inputs: ["migration plan", "source and target data dictionaries", "cutover schedule"]
  outputs: ["dual-write field reconciliation spec", "coexistence period rule set"]
  automation: medium
  human_in_loop: approve
  tools: ["data mapping tool", "spreadsheet", "requirements management system"]
  frequency: ad-hoc
  trigger: "Write the field-level reconciliation rules for the six months we'll run legacy and new CRM side by side"

- id: enumerate-process-variants-across-regions-or-business-units
  title: "Enumerate process variants across regions or business units"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Process Analyst", "Global Process Owner"]
  description: "Given a single reference process map, systematically compare how each region or business unit currently executes the process by extracting deviations from interview notes or local SOPs. Outputs a variant inventory table showing step, standard behaviour, and each deviation, which feeds the 'to-be' harmonisation discussion."
  inputs: ["reference process map", "regional SOP documents", "workshop notes per business unit"]
  outputs: ["process variant inventory table", "harmonisation candidate list"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["document parser", "process modelling tool", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Build a table showing how the invoice approval process actually differs between EMEA, APAC, and Americas before we design the global to-be"

- id: write-change-request-blast-radius-impact-register
  title: "Write change-request blast-radius impact register"
  domain: "Business / Functional Analysis"
  roles: ["Business Analyst", "Change Control Analyst", "Functional Consultant"]
  description: "Given an approved change request, systematically enumerate every downstream artefact it touches — affected requirements, process steps, data fields, integration interfaces, UAT test cases, and training materials — and record the nature and effort of each impact. Provides a structured input to the change control board for scope and cost assessment."
  inputs: ["change request document", "requirements traceability matrix", "data mapping spreadsheet", "interface register"]
  outputs: ["blast-radius impact register", "preliminary effort estimate by artefact type"]
  automation: medium
  human_in_loop: approve
  tools: ["requirements management system", "change management tool", "spreadsheet"]
  frequency: ad-hoc
  trigger: "The business just raised CR-047 to add multi-currency support — list every requirement, test case, and interface that will need to change"

- id: extract-implicit-assumptions-from-a-draft-prd
  title: "Extract implicit assumptions from a draft PRD"
  domain: "Product Management"
  roles: ["Product Manager", "Senior PM", "Principal PM"]
  description: "Scans a draft PRD for statements that rest on unvalidated assumptions about market size, user behavior, or technical feasibility, and surfaces them as a numbered risk register with a recommended validation method per item."
  inputs: ["Draft PRD document"]
  outputs: ["Assumption register with risk rating and validation suggestion per item"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document editor", "LLM"]
  frequency: ad-hoc
  trigger: "Flag all the hidden assumptions in this PRD before I send it for review"

- id: segment-release-notes-into-audience-specific-versions
  title: "Segment release notes into audience-specific versions"
  domain: "Product Management"
  roles: ["Product Manager", "Technical Writer", "Release Manager"]
  description: "Takes one set of raw developer-authored release notes and rewrites separate versions for end-users, API developers, and internal stakeholders, adjusting terminology and detail level for each audience."
  inputs: ["Raw release notes", "Audience persona definitions"]
  outputs: ["End-user release note draft", "Developer release note draft", "Internal release note draft"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document editor", "LLM"]
  frequency: weekly
  trigger: "Rewrite these release notes for non-technical users and also for our API partners"

- id: audit-feature-flag-registry-for-stale-flags-eligible-for-ret
  title: "Audit feature flag registry for stale flags eligible for retirement"
  domain: "Product Management"
  roles: ["Product Manager", "Feature Flag Owner", "Platform PM"]
  description: "Scans a feature flag registry and rollout percentages, identifies flags at 100% rollout or dormant beyond a threshold date, and drafts removal tickets with justification for each candidate."
  inputs: ["Feature flag registry export", "Rollout history log"]
  outputs: ["Stale flag report", "Draft removal tickets"]
  automation: medium
  human_in_loop: approve
  tools: ["feature flag system", "project tracker"]
  frequency: monthly
  trigger: "Which feature flags can we safely clean up this sprint?"

- id: generate-pre-launch-instrumentation-gap-report-for-an-a-b-ex
  title: "Generate pre-launch instrumentation gap report for an A/B experiment"
  domain: "Product Management"
  roles: ["Product Manager", "Experimentation Analyst", "Growth PM"]
  description: "Before an experiment goes live, cross-checks the experiment's success metrics against the event tracking plan to identify missing or mis-named events that would invalidate results, categorizing each gap as blocking or non-blocking."
  inputs: ["Experiment design document", "Event tracking plan"]
  outputs: ["Instrumentation gap report with blocking vs non-blocking classification"]
  automation: medium
  human_in_loop: approve
  tools: ["analytics platform", "experiment management system", "document editor"]
  frequency: ad-hoc
  trigger: "Check whether we have all the tracking events in place for this experiment before we launch"

- id: map-competitor-changelog-entries-to-internal-roadmap-items
  title: "Map competitor changelog entries to internal roadmap items"
  domain: "Product Management"
  roles: ["Product Manager", "Competitive Intelligence Analyst", "Senior PM"]
  description: "Ingests a competitor's recent changelog or release blog and maps each announced capability to existing roadmap items, open backlog tickets, or unaddressed gaps, flagging areas where the competitor is moving faster."
  inputs: ["Competitor changelog or release blog", "Internal roadmap export"]
  outputs: ["Competitor-to-roadmap mapping table with gap and urgency flags"]
  automation: medium
  human_in_loop: spot-check
  tools: ["web browser", "document editor", "spreadsheet"]
  frequency: monthly
  trigger: "Map Competitor X's latest release to our roadmap and tell me where we're behind"

- id: tag-user-interview-quotes-to-jobs-to-be-done-categories
  title: "Tag user interview quotes to Jobs-to-be-Done categories"
  domain: "Product Management"
  roles: ["Product Manager", "UX Researcher", "Customer Insights Analyst"]
  description: "Parses a user interview transcript and tags each meaningful quote to a JTBD category (functional, emotional, or social job) plus a pain/gain valence, producing a tagged quote bank ready for synthesis and opportunity sizing."
  inputs: ["Interview transcript", "JTBD taxonomy definition"]
  outputs: ["Tagged quote bank spreadsheet"]
  automation: high
  human_in_loop: spot-check
  tools: ["document editor", "spreadsheet", "LLM"]
  frequency: ad-hoc
  trigger: "Tag all the quotes from today's interviews to our JTBD framework"

- id: check-acceptance-criteria-for-missing-edge-case-states
  title: "Check acceptance criteria for missing edge-case states"
  domain: "Product Management"
  roles: ["Product Manager", "Business Analyst", "QA Lead"]
  description: "Reviews each acceptance criterion in a ticket against a standard checklist of required states — empty state, error state, loading state, permission boundary, mobile breakpoint — and lists which states are unspecified along with suggested additional ACs."
  inputs: ["User story ticket with acceptance criteria"]
  outputs: ["Gap list of unaddressed edge-case states", "Suggested additional acceptance criteria"]
  automation: high
  human_in_loop: review-before-send
  tools: ["project tracker", "LLM"]
  frequency: ad-hoc
  trigger: "Review these ACs and tell me what we've missed before grooming"

- id: audit-roadmap-items-for-okr-traceability
  title: "Audit roadmap items for OKR traceability"
  domain: "Product Management"
  roles: ["Product Manager", "Head of Product", "VP of Product"]
  description: "Scans the current quarter's roadmap and checks that each initiative or epic links to at least one OKR key result; surfaces orphan items with no OKR linkage and items linked to retired or superseded OKRs."
  inputs: ["Roadmap export", "Current OKR document"]
  outputs: ["Traceability report listing orphan items and mislinked items"]
  automation: medium
  human_in_loop: spot-check
  tools: ["roadmap tool", "OKR tracker", "spreadsheet"]
  frequency: quarterly
  trigger: "Which roadmap items can't be tied back to any of our Q3 OKRs?"

- id: generate-weekly-beta-cohort-health-summary
  title: "Generate weekly beta cohort health summary"
  domain: "Product Management"
  roles: ["Product Manager", "Beta Program Manager", "Customer Success PM"]
  description: "Aggregates the week's beta usage metrics, bug report severity distribution, and NPS responses into a one-page health summary for the product team, flagging any cohort segments that fall below predefined engagement thresholds."
  inputs: ["Usage metrics export", "Bug tracker severity report", "NPS survey results"]
  outputs: ["Beta cohort weekly health summary"]
  automation: high
  human_in_loop: spot-check
  tools: ["analytics platform", "bug tracker", "survey tool", "document editor"]
  frequency: weekly
  trigger: "Prepare this week's beta health summary from the exports I've dropped here"

- id: draft-rollout-gating-scorecard-for-a-phased-feature-release
  title: "Draft rollout gating scorecard for a phased feature release"
  domain: "Product Management"
  roles: ["Product Manager", "Release Manager", "Platform PM"]
  description: "Produces a scorecard specifying the exact metric thresholds, error-rate ceilings, and bug severity limits that must be satisfied before advancing from each rollout percentage gate, enabling data-driven go/pause decisions during phased rollout."
  inputs: ["Feature description", "Known risk areas", "Prior incident history"]
  outputs: ["Rollout gating scorecard with pass/fail criteria per stage"]
  automation: medium
  human_in_loop: approve
  tools: ["document editor", "metrics dashboard"]
  frequency: ad-hoc
  trigger: "Build a gating scorecard for the phased rollout of our new checkout flow"

- id: identify-stale-epics-and-draft-owner-status-check-messages
  title: "Identify stale epics and draft owner status-check messages"
  domain: "Product Management"
  roles: ["Product Manager", "Program Manager", "Engineering Manager"]
  description: "Scans the backlog for epics with no ticket status change beyond a configured dormancy window and drafts a concise status-check message to each owning team lead, ready to send via the team's messaging platform."
  inputs: ["Epic list with last-activity timestamps", "Team ownership mapping"]
  outputs: ["Stale epic list", "Draft status-check messages per owner"]
  automation: high
  human_in_loop: review-before-send
  tools: ["project tracker", "messaging platform"]
  frequency: weekly
  trigger: "Find any epics dormant for more than 3 weeks and draft a check-in for each owner"

- id: convert-a-b-test-metric-tables-into-stakeholder-narrative-re
  title: "Convert A/B test metric tables into stakeholder narrative readout"
  domain: "Product Management"
  roles: ["Product Manager", "Experimentation Analyst", "Growth PM"]
  description: "Takes a structured experiment results table containing treatment/control deltas, confidence intervals, and segment breakdowns and writes a concise narrative readout explaining what happened, what it means for the product, and the recommended next action."
  inputs: ["Experiment results table", "Experiment hypothesis document"]
  outputs: ["Experiment narrative readout document"]
  automation: high
  human_in_loop: review-before-send
  tools: ["analytics platform", "document editor", "LLM"]
  frequency: ad-hoc
  trigger: "Turn these experiment results into a readout I can share with leadership"

- id: reconcile-post-oe-enrollment-confirmations-against-hr-system
  title: "Reconcile post-OE enrollment confirmations against HR system records"
  domain: "HR & People Ops"
  roles: ["Benefits Administrator", "HR Coordinator"]
  description: "After open enrollment closes, cross-match employee confirmation receipts against the benefits system snapshot to surface elections that were confirmed but never recorded, or recorded without a matching confirmation."
  inputs: ["enrollment confirmation export", "HR system enrollment snapshot", "employee roster"]
  outputs: ["discrepancy report", "list of employees requiring manual follow-up"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "HR information system", "email platform"]
  frequency: ad-hoc
  trigger: "Open enrollment just closed — identify any employees whose elections didn't make it into the system"

- id: flag-carrier-invoice-line-item-discrepancies-against-payroll
  title: "Flag carrier invoice line-item discrepancies against payroll deduction register"
  domain: "HR & People Ops"
  roles: ["Benefits Administrator", "Payroll Analyst"]
  description: "Row-by-row match of monthly carrier billing invoice against the payroll deduction register to identify employees billed at the wrong coverage tier, added to the wrong plan, or absent from the carrier roster entirely."
  inputs: ["carrier invoice CSV", "payroll deduction register", "plan tier reference table"]
  outputs: ["discrepancy summary", "correction request to carrier", "adjusted invoice approval memo"]
  automation: high
  human_in_loop: approve
  tools: ["spreadsheet", "document parser", "HR information system"]
  frequency: monthly
  trigger: "I need to find where our carrier invoice and payroll deductions don't match before I approve this month's payment"

- id: track-intermittent-fmla-episode-frequency-against-approved-l
  title: "Track intermittent FMLA episode frequency against approved leave pattern"
  domain: "HR & People Ops"
  roles: ["Leave Administrator", "HR Business Partner"]
  description: "Tally recorded intermittent FMLA absences over a rolling period against the frequency and duration approved in the medical certification to flag potential pattern deviation or trigger a recertification request."
  inputs: ["approved FMLA certification with frequency/duration", "absence log", "employee leave history"]
  outputs: ["compliance summary per employee", "recertification trigger notice if threshold exceeded"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["HRIS", "absence management system", "document editor"]
  frequency: weekly
  trigger: "Flag any employees whose intermittent FMLA usage exceeded their certified pattern this month"

- id: generate-cobra-election-period-expiry-warning-notices
  title: "Generate COBRA election-period expiry warning notices"
  domain: "HR & People Ops"
  roles: ["Benefits Administrator", "HR Coordinator"]
  description: "Identify qualified beneficiaries whose 60-day COBRA election window closes within 10 business days and draft individualized reminder letters citing remaining days, premium amounts, and election instructions."
  inputs: ["COBRA beneficiary log with election deadlines", "premium rate table", "notice template"]
  outputs: ["batch of reminder letters", "updated beneficiary status log"]
  automation: high
  human_in_loop: spot-check
  tools: ["document editor", "HR information system", "email platform"]
  frequency: weekly
  trigger: "Which COBRA-eligible individuals haven't elected yet and are within 10 days of their deadline?"

- id: validate-qle-supporting-document-completeness-before-process
  title: "Validate QLE supporting-document completeness before processing benefit change"
  domain: "HR & People Ops"
  roles: ["Benefits Administrator", "HR Coordinator"]
  description: "Check that all required documents for a qualifying life event are present, legible, and within the allowed date range before triggering the enrollment change, and draft a deficiency notice if anything is missing."
  inputs: ["QLE request form", "document checklist by event type", "uploaded supporting documents"]
  outputs: ["completeness check result", "approval confirmation or deficiency notice to employee"]
  automation: medium
  human_in_loop: approve
  tools: ["document management system", "HR information system", "document editor"]
  frequency: ad-hoc
  trigger: "Employee submitted a QLE for a new dependent — check if their documents are complete enough for me to process the change"

- id: identify-employees-short-on-wellness-incentive-credits-befor
  title: "Identify employees short on wellness incentive credits before program deadline"
  domain: "HR & People Ops"
  roles: ["Benefits Administrator", "Wellness Program Coordinator"]
  description: "Cross-reference completed wellness activities against required credit thresholds and produce a gap report for employees below target, listing activities still available to close the gap before the deadline."
  inputs: ["wellness activity completion ledger", "credit threshold requirements", "program calendar", "available activity list"]
  outputs: ["per-employee gap report", "targeted reminder email drafts"]
  automation: high
  human_in_loop: spot-check
  tools: ["wellness platform export", "spreadsheet", "email platform"]
  frequency: monthly
  trigger: "Show me who is still short on wellness points with 6 weeks left in the program year"

- id: flag-employees-approaching-401k-deferral-limit-without-catch
  title: "Flag employees approaching 401k deferral limit without catch-up election"
  domain: "HR & People Ops"
  roles: ["Benefits Administrator", "Payroll Analyst"]
  description: "Identify employees aged 50 or older projected to hit the IRS elective deferral limit before year-end but who have not elected catch-up contributions, and draft a prompt for each to update their deferral rate."
  inputs: ["year-to-date 401k contribution data", "employee age and date-of-birth list", "IRS annual deferral limits"]
  outputs: ["list of affected employees with projected limit-hit date", "catch-up election prompt letters"]
  automation: high
  human_in_loop: review-before-send
  tools: ["payroll system", "HR information system", "document editor"]
  frequency: monthly
  trigger: "Which employees over 50 are on track to max out their 401k before December without a catch-up election?"

- id: validate-aca-1095-c-line-code-combinations-for-safe-harbor-c
  title: "Validate ACA 1095-C line-code combinations for safe-harbor compliance"
  domain: "HR & People Ops"
  roles: ["Benefits Compliance Analyst", "HR Compliance Manager"]
  description: "For each employee-month in the draft 1095-C dataset, verify that the Line 14, Line 15, and Line 16 code combination is valid under IRS rules and flag any pairings that would expose the employer to shared-responsibility penalties."
  inputs: ["draft 1095-C dataset", "IRS code-combination validation table", "affordability threshold data"]
  outputs: ["error report with row-level flags", "corrected 1095-C dataset ready for vendor submission"]
  automation: high
  human_in_loop: approve
  tools: ["spreadsheet", "data validation tool", "HR information system"]
  frequency: ad-hoc
  trigger: "Run a validation pass on the draft 1095-C file before we submit to the ACA reporting vendor"

- id: draft-retroactive-premium-adjustment-explanation-memos-for-a
  title: "Draft retroactive premium-adjustment explanation memos for affected employees"
  domain: "HR & People Ops"
  roles: ["Benefits Administrator", "HR Communications Specialist"]
  description: "When a retroactive benefits deduction correction is applied to payroll, generate a plain-language memo per affected employee explaining the reason, prior and corrected amounts, net paycheck impact, and the pay periods covered."
  inputs: ["correction transaction file", "affected employee list", "pay period dates", "memo template"]
  outputs: ["individualized employee memos", "distribution list for payroll team"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document editor", "HR information system", "mail merge tool"]
  frequency: ad-hoc
  trigger: "We're correcting medical premiums for 30 employees going back three months — draft the explanation memos before payroll runs"

- id: generate-fmla-designation-notice-for-borderline-eligible-emp
  title: "Generate FMLA designation notice for borderline-eligible employee"
  domain: "HR & People Ops"
  roles: ["Leave Administrator", "HR Business Partner"]
  description: "For an employee near the 12-month tenure or 1,250-hour threshold, calculate actual hours worked, confirm eligibility, and produce the appropriate WH-382 Designation Notice approving or denying the request with a supporting eligibility calculation worksheet."
  inputs: ["employee hire date", "hours-worked log", "leave request form", "WH-382 template"]
  outputs: ["completed WH-382 designation or denial notice", "eligibility calculation worksheet"]
  automation: medium
  human_in_loop: approve
  tools: ["HRIS", "timekeeping system", "document editor"]
  frequency: ad-hoc
  trigger: "Employee requested FMLA but they were hired 11.5 months ago — generate the eligibility calculation and the correct notice"

- id: reconcile-401k-recordkeeper-posted-contributions-against-pay
  title: "Reconcile 401k recordkeeper posted contributions against payroll deferral file"
  domain: "HR & People Ops"
  roles: ["Benefits Administrator", "Payroll Analyst"]
  description: "After each payroll cycle, match deferral amounts remitted to the 401k recordkeeper against the payroll register, identifying funding gaps, over-remittances, or employees missing from the transmission file."
  inputs: ["payroll deferral register", "recordkeeper contribution confirmation file"]
  outputs: ["reconciliation variance report", "correction request to recordkeeper"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "payroll system", "recordkeeper portal export"]
  frequency: weekly
  trigger: "Reconcile last payroll's 401k contribution file against what the recordkeeper confirmed receiving"

- id: compute-state-specific-accrued-leave-payout-for-terminating
  title: "Compute state-specific accrued leave payout for terminating employee"
  domain: "HR & People Ops"
  roles: ["HR Coordinator", "Payroll Analyst", "Leave Administrator"]
  description: "Given a terminating employee's final day and leave balance, apply the applicable state's payout rules to calculate the exact dollar amount owed on the final paycheck, flagging any state-specific notice or timing requirements."
  inputs: ["employee termination date", "accrued leave balance report", "state leave payout rules reference", "hourly or salary rate"]
  outputs: ["final leave payout calculation", "payroll instruction memo", "state compliance checklist"]
  automation: medium
  human_in_loop: approve
  tools: ["HR information system", "payroll system", "compliance reference database"]
  frequency: ad-hoc
  trigger: "Employee in California is leaving Friday — calculate how much accrued PTO we owe them on their final check"

- id: flag-loa-impacted-employees-missed-from-merit-cycle
  title: "Flag LOA-impacted employees missed from merit cycle"
  domain: "HR & People Ops"
  roles: ["Compensation Analyst", "HR Business Partner"]
  description: "Cross-reference the merit eligibility roster against leave-of-absence records to identify employees who were inactive during the cycle window, then produce a deferral list with recommended make-good adjustment dates."
  inputs: ["merit eligibility roster", "LOA/leave records export"]
  outputs: ["deferral roster with recommended adjustment dates"]
  automation: high
  human_in_loop: approve
  tools: ["HRIS", "spreadsheet"]
  frequency: quarterly
  trigger: "Find every employee on LOA who was excluded from this merit cycle so we can schedule make-goods."

- id: compute-compa-ratio-outlier-report-by-department-before-meri
  title: "Compute compa-ratio outlier report by department before merit finalization"
  domain: "HR & People Ops"
  roles: ["Compensation Analyst", "Total Rewards Analyst"]
  description: "Calculate each active employee's compa-ratio against their pay-band midpoint, flag individuals below 80% or above 120%, and group results by department and direct manager for review before merit recommendations are locked."
  inputs: ["employee base pay data", "pay band table"]
  outputs: ["compa-ratio outlier report ranked by department"]
  automation: high
  human_in_loop: spot-check
  tools: ["HRIS", "spreadsheet"]
  frequency: quarterly
  trigger: "Run compa-ratio outlier report before we finalize merit recommendations."

- id: cross-walk-internal-job-codes-to-external-survey-benchmark-j
  title: "Cross-walk internal job codes to external survey benchmark jobs"
  domain: "HR & People Ops"
  roles: ["Compensation Analyst", "Total Rewards Manager"]
  description: "Map each internal job title and level to the closest equivalent benchmark job in the compensation survey library, documenting match confidence and partial-match caveats so market analysis can be run against consistent anchors."
  inputs: ["internal job catalog", "compensation survey job library export"]
  outputs: ["job-matching crosswalk table with match confidence ratings"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["spreadsheet", "document editor"]
  frequency: quarterly
  trigger: "We just got this year's compensation survey export — map our levels to survey jobs before we run market analysis."

- id: generate-manager-level-review-completion-rate-tracker-during
  title: "Generate manager-level review completion rate tracker during cycle"
  domain: "HR & People Ops"
  roles: ["HR Analyst", "HR Operations Manager"]
  description: "Pull real-time performance-review submission statuses from the HRIS, compute per-manager and per-department completion percentages, and produce a ranked list with days-remaining until the cycle deadline."
  inputs: ["review submission status export", "org hierarchy"]
  outputs: ["manager completion rate ranked report with deadline countdown"]
  automation: high
  human_in_loop: none
  tools: ["HRIS", "spreadsheet"]
  frequency: daily
  trigger: "Give me today's performance review completion rates by manager so I can follow up with stragglers."

- id: redline-pip-draft-against-disciplinary-policy-required-eleme
  title: "Redline PIP draft against disciplinary policy required-element checklist"
  domain: "HR & People Ops"
  roles: ["Employee Relations Manager", "HR Business Partner"]
  description: "Compare a performance improvement plan draft against the company's disciplinary policy to flag missing required elements such as improvement timeline, consequence statement, and check-in cadence before legal reviews the document."
  inputs: ["PIP draft", "disciplinary policy document"]
  outputs: ["annotated PIP with missing-element flags and gap summary"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document editor", "text analysis"]
  frequency: ad-hoc
  trigger: "Check this PIP draft against our policy and flag anything missing before legal reviews it."

- id: cluster-exit-interview-free-text-responses-by-departure-reas
  title: "Cluster exit interview free-text responses by departure-reason theme"
  domain: "HR & People Ops"
  roles: ["HR Analyst", "People Analytics Analyst"]
  description: "Apply thematic clustering to open-ended exit survey text to group comments by departure reason — compensation, management style, career growth, work-life balance, etc. — and produce a frequency-ranked theme table for quarterly reporting."
  inputs: ["exit interview free-text responses"]
  outputs: ["departure-reason theme frequency table with representative quotes"]
  automation: high
  human_in_loop: spot-check
  tools: ["text analysis", "spreadsheet"]
  frequency: monthly
  trigger: "Summarize last quarter's exit interview comments by theme and rank by frequency."

- id: diff-new-wage-and-hour-law-text-against-current-pto-and-over
  title: "Diff new wage-and-hour law text against current PTO and overtime policy"
  domain: "HR & People Ops"
  roles: ["HR Compliance Analyst", "People Operations Manager"]
  description: "Parse a newly enacted state or local wage-and-hour regulation and compare it against the current PTO and overtime policy text, flagging specific clauses that conflict with or are absent from company policy."
  inputs: ["new regulation text", "current PTO and overtime policy"]
  outputs: ["redline summary with clause-level conflict annotations"]
  automation: medium
  human_in_loop: approve
  tools: ["document editor", "legal research database"]
  frequency: ad-hoc
  trigger: "New state paid sick leave law just passed — find where our PTO policy conflicts with it."

- id: reconcile-manager-of-record-fields-in-hris-against-approved
  title: "Reconcile manager-of-record fields in HRIS against approved org chart post-reorg"
  domain: "HR & People Ops"
  roles: ["HR Data Analyst", "HR Operations Specialist"]
  description: "Extract manager-of-record assignments from the HRIS and cross-reference against the current approved org chart to surface orphaned reporting relationships, duplicate manager assignments, or stale entries left over from a recent reorganization."
  inputs: ["HRIS manager-of-record export", "approved org chart"]
  outputs: ["discrepancy report with orphaned and stale assignment list"]
  automation: high
  human_in_loop: spot-check
  tools: ["HRIS", "spreadsheet"]
  frequency: monthly
  trigger: "After last week's reorg, find every employee whose reporting manager in the HRIS doesn't match the new org chart."

- id: identify-headcount-variance-between-hris-actuals-and-finance
  title: "Identify headcount variance between HRIS actuals and finance budget by cost center"
  domain: "HR & People Ops"
  roles: ["Workforce Planning Analyst", "Headcount Analyst", "HR Business Partner"]
  description: "Compare active headcount in the HRIS against approved budget headcount by cost center and level band, producing a variance table that highlights over- and under-budget cost centers for the current fiscal period."
  inputs: ["HRIS active headcount export", "approved headcount budget by cost center"]
  outputs: ["headcount variance table by cost center and level band"]
  automation: high
  human_in_loop: spot-check
  tools: ["HRIS", "spreadsheet"]
  frequency: monthly
  trigger: "Pull the headcount variance between HRIS actuals and finance's approved headcount budget for Q2."

- id: generate-er-case-chronology-from-hris-case-notes-before-term
  title: "Generate ER case chronology from HRIS case notes before termination review"
  domain: "HR & People Ops"
  roles: ["Employee Relations Manager", "HR Business Partner"]
  description: "Extract all timestamped employee-relations case notes from the HRIS for a specific employee, sort them into a chronological timeline, and format them as a structured case summary with key milestones — warnings, PIPs, counseling — highlighted."
  inputs: ["HRIS employee case notes", "employee HR record"]
  outputs: ["structured ER case chronology document"]
  automation: high
  human_in_loop: review-before-send
  tools: ["HRIS", "document editor"]
  frequency: ad-hoc
  trigger: "Compile a timeline of all documented interactions for this ER case before tomorrow's termination review."

- id: compute-range-penetration-percentile-by-tenure-cohort-to-sur
  title: "Compute range penetration percentile by tenure cohort to surface pay compression"
  domain: "HR & People Ops"
  roles: ["Compensation Analyst", "Total Rewards Analyst"]
  description: "Calculate each employee's position within their pay band as a range penetration percentile, then segment results by tenure cohort and job level to expose structural compression where longer-tenured employees cluster near newer hires."
  inputs: ["employee base pay data", "pay band minimums and maximums", "tenure records"]
  outputs: ["range penetration percentile report segmented by tenure and level"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "HRIS"]
  frequency: quarterly
  trigger: "Show me range penetration percentiles by tenure band so we can identify compression before the merit cycle."

- id: summarize-pay-equity-regression-residuals-by-demographic-coh
  title: "Summarize pay equity regression residuals by demographic cohort for legal review"
  domain: "HR & People Ops"
  roles: ["Compensation Analyst", "People Analytics Analyst", "HR Compliance Analyst"]
  description: "After a pay equity regression controlling for job level, tenure, and geography, extract the unexplained residual pay gaps and summarize them by gender and ethnicity cohort in a structured brief formatted for presentation to legal counsel."
  inputs: ["pay equity regression output", "employee demographic data"]
  outputs: ["residuals summary table by demographic cohort", "legal-review brief"]
  automation: medium
  human_in_loop: sign-off
  tools: ["statistical analysis tool", "document editor"]
  frequency: quarterly
  trigger: "Summarize the residual gaps from our pay equity regression by gender and ethnicity so legal can review before we publish."

- id: reconcile-utm-parameters-across-all-campaign-tracked-links-b
  title: "Reconcile UTM parameters across all campaign tracked links before launch"
  domain: "Marketing & Content"
  roles: ["Campaign Operations Specialist", "Marketing Operations Manager"]
  description: "Before a campaign goes live, extract every tracked URL from ads, emails, and social posts, then verify that source, medium, campaign, and content values are consistent with the naming convention schema. Flag any deviations or missing parameters."
  inputs: ["campaign asset inventory", "UTM naming convention schema", "tracked URL list"]
  outputs: ["UTM audit report", "list of non-conforming URLs with corrected versions"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "URL scraper", "marketing automation platform"]
  frequency: ad-hoc
  trigger: "Check all UTM params are consistent and follow our naming convention before the Q3 campaign goes live"

- id: detect-dead-end-branches-in-a-nurture-workflow-before-activa
  title: "Detect dead-end branches in a nurture workflow before activation"
  domain: "Marketing & Content"
  roles: ["Marketing Automation Specialist", "Demand Generation Manager"]
  description: "Walk every branch path in a multi-step nurture program to identify contact states where no further step, wait, or exit action is defined. Produces a branch-path map highlighting terminal dead ends so they can be resolved before the workflow is activated."
  inputs: ["nurture workflow definition export", "step-and-branch logic diagram"]
  outputs: ["dead-end branch report", "list of affected entry conditions and steps"]
  automation: high
  human_in_loop: spot-check
  tools: ["marketing automation platform", "workflow diagram tool"]
  frequency: ad-hoc
  trigger: "Audit the new webinar follow-up nurture for any dead-end branches before I turn it on"

- id: validate-pre-launch-a-b-test-sample-size-and-projected-runti
  title: "Validate pre-launch A/B test sample size and projected runtime"
  domain: "Marketing & Content"
  roles: ["Growth Marketing Manager", "Campaign Operations Specialist"]
  description: "Given current daily traffic or send volume, calculate the minimum detectable effect, required sample size per variant, and estimated days to statistical significance at 95% confidence. Flags tests that are under-powered or that would need an unrealistically long runtime."
  inputs: ["baseline conversion rate", "current daily traffic or list size", "minimum detectable effect target", "confidence level"]
  outputs: ["sample size calculation", "projected test duration", "power analysis summary"]
  automation: high
  human_in_loop: none
  tools: ["statistical calculator", "spreadsheet", "analytics platform"]
  frequency: ad-hoc
  trigger: "Will our homepage headline A/B test have enough traffic to reach significance before the end of the quarter?"

- id: audit-landing-page-form-consent-fields-for-regional-complian
  title: "Audit landing page form consent fields for regional compliance"
  domain: "Marketing & Content"
  roles: ["Marketing Compliance Analyst", "Marketing Operations Manager"]
  description: "For each landing page in a campaign, verify that consent checkboxes, opt-in language, and privacy policy links meet GDPR, CASL, or CAN-SPAM requirements for the target region. Produces a per-page compliance checklist with pass/fail status."
  inputs: ["list of campaign landing page URLs", "regional compliance requirement checklist", "privacy policy URL"]
  outputs: ["consent compliance audit report", "list of non-compliant fields with remediation notes"]
  automation: medium
  human_in_loop: approve
  tools: ["web scraper", "forms audit tool", "spreadsheet"]
  frequency: ad-hoc
  trigger: "QA the consent language and opt-in checkboxes on all our EMEA campaign landing pages before launch"

- id: check-email-suppression-list-sync-against-crm-unsubscribe-re
  title: "Check email suppression list sync against CRM unsubscribe records"
  domain: "Marketing & Content"
  roles: ["Email Marketing Specialist", "Marketing Automation Specialist"]
  description: "Compare the global suppression list in the email platform against the opt-out and unsubscribe records in the CRM. Identify contacts that have unsubscribed in the CRM but are not yet on the suppression list, and contacts on suppression not reflected in the CRM."
  inputs: ["CRM unsubscribe export", "email platform suppression list export"]
  outputs: ["sync gap report", "contacts to add to suppression", "contacts to reconcile in CRM"]
  automation: high
  human_in_loop: approve
  tools: ["CRM", "email marketing platform", "spreadsheet"]
  frequency: monthly
  trigger: "Make sure our suppression list is fully in sync with CRM opt-outs before the next large batch send"

- id: detect-campaign-budget-pacing-deviation-against-daily-plan
  title: "Detect campaign budget pacing deviation against daily plan"
  domain: "Marketing & Content"
  roles: ["Paid Media Manager", "Demand Generation Manager"]
  description: "Pull actual daily spend per campaign and compare against the pro-rated daily budget target. Flag any campaign where cumulative pacing is more than a set threshold (e.g. 15%) over or under plan, with a projected end-of-period spend at the current burn rate."
  inputs: ["campaign budget plan", "actual daily spend data from ad platform"]
  outputs: ["pacing variance report", "list of at-risk campaigns with projected over/underspend"]
  automation: high
  human_in_loop: spot-check
  tools: ["ad platform API", "spreadsheet", "BI dashboard"]
  frequency: daily
  trigger: "Alert me if any active paid campaign is pacing more than 15% off the daily spend plan"

- id: identify-campaigns-with-high-mql-volume-but-poor-opportunity
  title: "Identify campaigns with high MQL volume but poor opportunity conversion"
  domain: "Marketing & Content"
  roles: ["Revenue Operations Analyst", "Demand Generation Manager"]
  description: "Query MQL and opportunity creation data by campaign source, then calculate each campaign's MQL-to-opportunity conversion rate. Flag campaigns where MQL volume is above threshold but conversion is statistically below the cohort average, surfacing possible ICP mismatch or routing issues."
  inputs: ["MQL records with campaign attribution", "opportunity records with lead source", "date range"]
  outputs: ["MQL-to-opportunity rate by campaign", "list of anomalous campaigns with conversion gap"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["CRM", "BI tool", "spreadsheet"]
  frequency: weekly
  trigger: "Which of our campaigns are generating lots of MQLs that never turn into pipeline?"

- id: scan-active-campaign-destination-urls-for-redirect-chain-iss
  title: "Scan active campaign destination URLs for redirect chain issues"
  domain: "Marketing & Content"
  roles: ["Campaign Operations Specialist", "Paid Media Manager"]
  description: "Crawl all active campaign destination URLs, follow the full redirect chain for each, and flag any that have a broken final destination, redirect loops, or more than two hops. Outputs a remediation list with the resolved final URL."
  inputs: ["list of active campaign destination URLs"]
  outputs: ["redirect chain audit report", "list of broken or over-hopped URLs with suggested fixes"]
  automation: high
  human_in_loop: none
  tools: ["URL crawler", "HTTP client", "spreadsheet"]
  frequency: weekly
  trigger: "Check that none of our live paid campaign URLs are broken or have too many redirects"

- id: flag-email-send-window-collisions-for-overlapping-audience-s
  title: "Flag email send-window collisions for overlapping audience segments"
  domain: "Marketing & Content"
  roles: ["Email Marketing Specialist", "Marketing Operations Manager"]
  description: "Before scheduling a new email send, query the upcoming 7-day send calendar and check for overlaps where the same contact segment will receive more than one email in a defined suppression window. Returns a conflict report with alternative time slots."
  inputs: ["proposed send date and target segment", "scheduled send calendar", "email frequency cap rules"]
  outputs: ["send conflict report", "list of affected contacts", "suggested alternative send slots"]
  automation: high
  human_in_loop: approve
  tools: ["marketing automation platform", "calendar tool", "CRM"]
  frequency: ad-hoc
  trigger: "Make sure this nurture email doesn't conflict with the product announcement going to the same segment this week"

- id: validate-contact-list-field-mapping-before-crm-import
  title: "Validate contact list field mapping before CRM import"
  domain: "Marketing & Content"
  roles: ["Marketing Operations Manager", "Campaign Operations Specialist"]
  description: "Before importing an inbound contact list (e.g. from a sponsored event or partner), compare column headers and sample values against the CRM target schema. Identify missing required fields, mismatched data types, and picklist values not in the accepted set."
  inputs: ["inbound contact list file", "CRM field schema and picklist definitions"]
  outputs: ["field mapping validation report", "transformation map", "list of records with invalid values"]
  automation: high
  human_in_loop: spot-check
  tools: ["CRM", "spreadsheet", "data transformation tool"]
  frequency: ad-hoc
  trigger: "We got a contact list from the event sponsor — validate the fields before I import it into the CRM"

- id: analyze-webinar-reminder-sequence-touchpoints-for-show-up-ra
  title: "Analyze webinar reminder sequence touchpoints for show-up rate drop-off"
  domain: "Marketing & Content"
  roles: ["Field Marketing Manager", "Marketing Automation Specialist"]
  description: "After a webinar, match the registration list against the attendee list and then cross-reference each registrant against email engagement data to identify which reminder emails had the lowest open and click rates, correlating with non-attendance."
  inputs: ["webinar registration list", "attendee list", "reminder email engagement metrics"]
  outputs: ["show-up rate funnel breakdown", "per-touchpoint open and click rates", "recommendations for sequence timing or copy"]
  automation: high
  human_in_loop: none
  tools: ["webinar platform", "marketing automation platform", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Our last webinar show-up rate was only 32% — break down where registrants dropped off in the reminder sequence"

- id: audit-lead-scoring-rule-weights-for-model-drift-after-a-crm
  title: "Audit lead scoring rule weights for model drift after a CRM data migration"
  domain: "Marketing & Content"
  roles: ["Revenue Operations Analyst", "Marketing Automation Specialist"]
  description: "After a CRM or MAP data migration, compare the current lead score distribution histogram against the pre-migration baseline. Identify scoring rules whose contribution to total score has materially shifted, and flag rules referencing fields that may have been renamed or depopulated."
  inputs: ["pre-migration lead score distribution snapshot", "post-migration lead score data", "lead scoring rule definitions"]
  outputs: ["score distribution comparison report", "list of drifted or broken scoring rules", "recommended recalibration actions"]
  automation: medium
  human_in_loop: review-before-send
  tools: ["marketing automation platform", "CRM", "BI tool", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Our MQL volume dropped sharply after the MAP migration — check if the lead scoring rules are still working correctly"

- id: reformat-article-section-to-match-competitor-featured-snippe
  title: "Reformat article section to match competitor featured snippet"
  domain: "Marketing & Content"
  roles: ["SEO Content Strategist", "Content Editor"]
  description: "Takes an existing article section and restructures it (into a concise definition, numbered list, or comparison table) to match the structural format of the featured snippet currently held by a competitor for that keyword."
  inputs: ["article URL", "target keyword", "competitor featured snippet HTML"]
  outputs: ["reformatted section draft", "suggested heading hierarchy change"]
  automation: high
  human_in_loop: review-before-send
  tools: ["search engine API", "web scraper", "content editor"]
  frequency: ad-hoc
  trigger: "Competitor is holding the featured snippet for our target keyword — reformat section 3 of this article to match their answer box format"

- id: validate-hreflang-reciprocal-pairs-across-multilingual-conte
  title: "Validate hreflang reciprocal pairs across multilingual content hub"
  domain: "Marketing & Content"
  roles: ["International SEO Specialist", "Web Localization Manager"]
  description: "Crawls hreflang annotations across a multilingual site and flags pages where reciprocal language/region pairs are absent, language codes are malformed (e.g. 'en' instead of 'en-us'), or linked alternate URLs return non-200 status."
  inputs: ["sitemap XML or URL list", "hreflang specification"]
  outputs: ["validation report with error type per URL", "suggested fixes"]
  automation: high
  human_in_loop: spot-check
  tools: ["website crawler", "XML parser", "HTTP client"]
  frequency: monthly
  trigger: "Run a hreflang audit on our Spanish and German blog mirrors before the international campaign goes live"

- id: strip-filler-words-and-false-starts-from-podcast-transcript
  title: "Strip filler words and false starts from podcast transcript"
  domain: "Marketing & Content"
  roles: ["Podcast Producer", "Content Editor"]
  description: "Processes a raw auto-generated podcast transcript by removing filler words (um, uh, like, you know), false starts, and overlapping speaker artifacts to produce a clean verbatim transcript ready for publication or downstream repurposing."
  inputs: ["raw auto-generated transcript (VTT or TXT)", "filler-word list"]
  outputs: ["cleaned transcript (TXT)", "change summary with removal count per speaker"]
  automation: high
  human_in_loop: spot-check
  tools: ["transcript editor", "text processor"]
  frequency: weekly
  trigger: "Clean the raw transcript from last week's episode — strip all filler words and false starts before we publish it to the show notes"

- id: check-press-release-boilerplate-against-approved-canonical-v
  title: "Check press-release boilerplate against approved canonical version"
  domain: "Marketing & Content"
  roles: ["PR Content Manager", "Communications Coordinator"]
  description: "Compares the About the Company paragraph at the end of a batch of press release drafts against the current approved canonical boilerplate, flagging deviations such as outdated headcount figures, stale product names, or superseded taglines."
  inputs: ["batch of press release drafts (DOCX or PDF)", "approved boilerplate text"]
  outputs: ["diff report listing deviations per press release", "corrected boilerplate inserts"]
  automation: high
  human_in_loop: spot-check
  tools: ["document parser", "text diff engine"]
  frequency: ad-hoc
  trigger: "Check all five press releases from the agency against the approved boilerplate and flag anything out of date before we send them to the wire"

- id: audit-lead-magnet-cta-destination-urls-in-published-blog-pos
  title: "Audit lead-magnet CTA destination URLs in published blog posts"
  domain: "Marketing & Content"
  roles: ["Content Operations Manager", "Demand Generation Manager"]
  description: "Scans published blog posts for all anchor links pointing to gated content (e-books, white papers, webinar registrations) and verifies that each destination resolves to a live, reachable landing page rather than a 404, redirect loop, or expired registration form."
  inputs: ["list of published blog post URLs", "known gated-content domain patterns"]
  outputs: ["audit table of CTA URLs with HTTP status, redirect chain, and pass/fail flag"]
  automation: high
  human_in_loop: spot-check
  tools: ["link checker", "HTTP client", "web crawler"]
  frequency: monthly
  trigger: "Before Q3 campaign launches, verify all e-book CTAs in our top 50 posts still point to live landing pages"

- id: generate-plain-text-fallback-for-html-email-newsletter
  title: "Generate plain-text fallback for HTML email newsletter"
  domain: "Marketing & Content"
  roles: ["Email Marketing Specialist", "CRM Manager"]
  description: "Converts a finished HTML email newsletter into an accurate plain-text version, preserving heading hierarchy, section separators, and full destination URLs in parentheses after link labels, for subscribers whose clients block HTML rendering."
  inputs: ["HTML email template or rendered HTML source"]
  outputs: ["plain-text email (.txt) with formatted sections and inline URLs"]
  automation: high
  human_in_loop: spot-check
  tools: ["HTML parser", "text formatter"]
  frequency: weekly
  trigger: "Generate the plain-text fallback for this week's newsletter HTML before I upload it to the ESP"

- id: audit-open-graph-and-twitter-card-metadata-on-published-urls
  title: "Audit Open Graph and Twitter Card metadata on published URLs"
  domain: "Marketing & Content"
  roles: ["SEO Specialist", "Web Content Manager"]
  description: "Fetches a batch of published page URLs and checks each for presence, character-count compliance, and image-dimension correctness of og:title, og:description, og:image, twitter:card, and twitter:image tags, flagging fields that are missing, truncated beyond platform limits, or using under-resolution images."
  inputs: ["list of published URLs", "OG and Twitter Card specification limits"]
  outputs: ["audit spreadsheet with per-tag status, character counts, image resolution, and action required"]
  automation: high
  human_in_loop: spot-check
  tools: ["HTTP client", "HTML parser", "image dimension checker"]
  frequency: monthly
  trigger: "Audit the OG tags on every article published last quarter to make sure social preview cards will render correctly"

- id: detect-and-rank-orphaned-articles-in-content-hub-link-graph
  title: "Detect and rank orphaned articles in content hub link graph"
  domain: "Marketing & Content"
  roles: ["Content Manager", "SEO Specialist"]
  description: "Crawls the internal link graph of a content hub, identifies published articles that have no other page linking to them, and ranks the orphans by organic traffic potential so editors can prioritize which interlinking gaps to fix first."
  inputs: ["site URL or crawl export", "organic traffic data export"]
  outputs: ["ranked list of orphaned URLs with suggested anchor-text phrases and candidate linking pages"]
  automation: medium
  human_in_loop: spot-check
  tools: ["website crawler", "analytics integration", "content management system"]
  frequency: monthly
  trigger: "Find all published blog posts with no internal links pointing to them and suggest where we should add those links"

- id: batch-score-article-drafts-against-target-readability-grade
  title: "Batch-score article drafts against target readability grade level"
  domain: "Marketing & Content"
  roles: ["Managing Editor", "Content Editor"]
  description: "Runs a batch of article drafts or published URLs through a readability scoring model and flags pieces that exceed the target grade level, returning the specific sentences with the highest complexity scores so writers know exactly what to simplify."
  inputs: ["list of article URLs or draft documents", "target readability grade level"]
  outputs: ["per-article readability score with pass/fail flag", "list of flagged complex sentences per article"]
  automation: high
  human_in_loop: spot-check
  tools: ["text analyzer", "content management system"]
  frequency: weekly
  trigger: "Score all drafts in the review queue against a grade 8 readability target and flag anything above threshold with the offending sentences"

- id: audit-image-alt-text-for-missing-duplicate-and-keyword-stuff
  title: "Audit image alt-text for missing, duplicate, and keyword-stuffed instances"
  domain: "Marketing & Content"
  roles: ["Web Content Editor", "Accessibility Specialist", "SEO Specialist"]
  description: "Crawls a set of published pages and reports on images that lack alt-text entirely, share identical alt-text with other images, or whose alt-text appears to be keyword-stuffed rather than descriptive, returning a per-image action table with suggested replacements."
  inputs: ["list of page URLs or site crawl export"]
  outputs: ["per-image report with URL, alt-text value, issue type, and suggested replacement"]
  automation: high
  human_in_loop: spot-check
  tools: ["website crawler", "HTML parser", "text classifier"]
  frequency: quarterly
  trigger: "Run an alt-text audit on all blog posts from this year and flag anything missing, duplicated, or keyword-stuffed"

- id: map-competitor-heading-gaps-against-draft-content-brief
  title: "Map competitor heading gaps against draft content brief"
  domain: "Marketing & Content"
  roles: ["SEO Content Strategist", "Content Strategist"]
  description: "Fetches the top-10 organic results for a target keyword, extracts all H2 and H3 headings from each, clusters them semantically, and produces a gap list of heading topics present in two or more competitor pages but absent from the current draft brief."
  inputs: ["target keyword", "draft content brief", "number of competitor URLs to analyze"]
  outputs: ["gap heading list with competitor frequency count", "suggested brief additions"]
  automation: high
  human_in_loop: review-before-send
  tools: ["search engine API", "web scraper", "text clustering model"]
  frequency: ad-hoc
  trigger: "Analyze the top 10 results for 'project management for remote teams' and tell me which heading topics our draft brief is missing"

- id: generate-expiring-asset-report-from-digital-asset-library-me
  title: "Generate expiring-asset report from digital asset library metadata"
  domain: "Marketing & Content"
  roles: ["Digital Asset Manager", "Content Operations Manager"]
  description: "Scans a digital asset management library for stock images, videos, and fonts whose commercial license expires within a configurable window, then cross-references each asset against published content to produce a prioritized renewal or replacement list."
  inputs: ["DAM export or API feed with license metadata", "expiry window threshold (e.g. 90 days)"]
  outputs: ["prioritized expiry report with asset ID, expiry date, usage count, and affected content URLs"]
  automation: medium
  human_in_loop: approve
  tools: ["digital asset management system", "metadata reader", "content management system"]
  frequency: monthly
  trigger: "Pull all stock assets expiring in the next 90 days from the DAM and show me which published pages are using them so I can prioritize renewals"

- id: audit-pre-staged-dark-site-content-for-factual-currency
  title: "Audit pre-staged dark site content for factual currency"
  domain: "Communications & PR"
  roles: ["Crisis Communications Manager", "Corporate Communications Director"]
  description: "Cross-reference the pre-built crisis microsite against current company facts—leadership names, product lines, facility locations, legal disclaimers—to flag stale information before an incident forces it live."
  inputs: ["dark site copy", "current company fact sheet", "org chart", "legal disclaimer archive"]
  outputs: ["annotated discrepancy list", "updated dark site copy draft"]
  automation: medium
  human_in_loop: approve
  tools: ["content management system", "document comparison tool", "web editor"]
  frequency: quarterly
  trigger: "Review our dark site and flag anything that's out of date before the quarterly legal review"

- id: draft-embargo-lift-confirmation-email-to-journalist-distribu
  title: "Draft embargo lift confirmation email to journalist distribution list"
  domain: "Communications & PR"
  roles: ["Media Relations Manager", "PR Coordinator"]
  description: "Compose the time-stamped email confirming an embargo lift, incorporating time zone conversions, links to finalized assets, and any last-minute corrections to previously distributed materials."
  inputs: ["journalist distribution list", "embargo time and date", "finalized asset URLs", "correction notes"]
  outputs: ["draft embargo lift email", "time zone conversion reference table"]
  automation: high
  human_in_loop: review-before-send
  tools: ["email client", "media database", "document store"]
  frequency: ad-hoc
  trigger: "Draft the embargo lift email for tomorrow's 9am ET announcement—we have journalists in London and Singapore on the list too"

- id: validate-press-release-formatting-against-wire-service-submi
  title: "Validate press release formatting against wire service submission requirements"
  domain: "Communications & PR"
  roles: ["PR Coordinator", "PR Manager"]
  description: "Check a draft press release against the target wire service's technical specifications—headline character limits, subhead rules, word count, multimedia embed format, and boilerplate placement—and flag or auto-correct each violation."
  inputs: ["draft press release", "wire service style guide and spec sheet"]
  outputs: ["compliance violation report", "corrected press release draft"]
  automation: high
  human_in_loop: spot-check
  tools: ["text editor", "style-guide reference", "word processor"]
  frequency: ad-hoc
  trigger: "Check this press release against the wire service's requirements before I submit it this afternoon"

- id: assemble-analyst-pre-briefing-background-sheet-from-coverage
  title: "Assemble analyst pre-briefing background sheet from coverage and talking points"
  domain: "Communications & PR"
  roles: ["Analyst Relations Manager", "Corporate Communications Director"]
  description: "Pull together a single-page briefing document for an upcoming analyst call by cross-referencing the analyst's recent published notes, known beat focus, competitor mentions, and the company's latest approved talking points."
  inputs: ["analyst's recent research notes", "internal talking points", "competitor coverage clips", "product fact sheet"]
  outputs: ["one-page analyst briefing sheet"]
  automation: medium
  human_in_loop: approve
  tools: ["media monitoring platform", "document editor", "research database"]
  frequency: ad-hoc
  trigger: "I have a Gartner briefing next Tuesday—pull together a background sheet on what she's been covering lately and align it to our messaging"

- id: deduplicate-syndicated-story-instances-in-a-media-coverage-c
  title: "Deduplicate syndicated story instances in a media coverage clip report"
  domain: "Communications & PR"
  roles: ["PR Coordinator", "Communications Manager"]
  description: "Identify and collapse duplicate mentions where the same wire story has been republished verbatim across multiple outlets, so clip reports reflect true earned coverage rather than inflated syndication counts."
  inputs: ["raw clip report export", "known wire syndication source list"]
  outputs: ["deduplicated clip report", "syndication summary table with true earned count"]
  automation: high
  human_in_loop: spot-check
  tools: ["media monitoring platform", "spreadsheet", "text similarity tool"]
  frequency: weekly
  trigger: "Our clip report shows 47 hits but half look like wire syndication—deduplicate and give me the real earned media count"

- id: audit-spokesperson-quote-attribution-consistency-across-outb
  title: "Audit spokesperson quote attribution consistency across outbound press materials"
  domain: "Communications & PR"
  roles: ["PR Manager", "Communications Manager"]
  description: "Scan a batch of press releases and media materials to verify that all attributed quotes match current spokesperson titles, conform to house style, and do not contradict each other or approved message house language."
  inputs: ["batch of press releases and media materials", "approved quote bank", "current org chart"]
  outputs: ["attribution discrepancy report", "corrected quote list"]
  automation: high
  human_in_loop: spot-check
  tools: ["document search", "text editor", "quote bank"]
  frequency: monthly
  trigger: "Before we send the next release batch, check that every executive quote uses the right current title and doesn't contradict our earlier statements"

- id: repackage-a-single-talk-abstract-for-multiple-conference-sub
  title: "Repackage a single talk abstract for multiple conference submission portals"
  domain: "Communications & PR"
  roles: ["PR Strategist", "Awards & Recognition Coordinator", "Communications Manager"]
  description: "Adapt one source abstract into formatted submissions for multiple conferences, tailoring word count, track labels, audience framing, and required fields to each portal's specifications while preserving core message integrity."
  inputs: ["source abstract", "list of target conferences with submission specs and deadlines"]
  outputs: ["per-conference formatted submission drafts"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document editor", "conference portal guidelines"]
  frequency: ad-hoc
  trigger: "We want to submit this talk to five different conferences—adapt the abstract for each one's format and stated theme"

- id: update-media-list-from-journalist-beat-reassignments-in-mast
  title: "Update media list from journalist beat reassignments in masthead changes"
  domain: "Communications & PR"
  roles: ["Media Relations Manager", "PR Coordinator"]
  description: "Parse trade publication masthead updates and journalist movement alerts to identify beat reassignments, departures, or new hires, then propagate those changes to the working media list with corrected contact details and coverage areas."
  inputs: ["journalist movement alerts", "current publication masthead pages", "existing media list"]
  outputs: ["updated media list", "change log of reassignments and departures"]
  automation: medium
  human_in_loop: spot-check
  tools: ["media database", "web scraper", "spreadsheet"]
  frequency: monthly
  trigger: "Several journalists on our beat list have moved around this quarter—update the list from the latest masthead changes"

- id: cross-check-a-reactive-statement-draft-against-prior-public
  title: "Cross-check a reactive statement draft against prior public statements for contradictions"
  domain: "Communications & PR"
  roles: ["Crisis Communications Manager", "Issues Manager", "PR Manager"]
  description: "Before releasing a prepared reactive statement, compare its claims and figures against a searchable archive of prior press releases, earnings quotes, and public statements to surface any factual or tonal inconsistencies."
  inputs: ["draft reactive statement", "archive of prior press releases and public statements"]
  outputs: ["contradiction flag report", "annotated draft with highlighted conflicts"]
  automation: high
  human_in_loop: approve
  tools: ["document search", "text comparison tool", "statement archive"]
  frequency: ad-hoc
  trigger: "Check this holding statement against everything we've said publicly in the last 12 months before we release it"

- id: analyze-earned-media-coverage-to-identify-under-represented
  title: "Analyze earned media coverage to identify under-represented message house pillars"
  domain: "Communications & PR"
  roles: ["PR Strategist", "Communications Manager", "Corporate Communications Director"]
  description: "Map recent press coverage by topic against the approved message house pillars to quantify which core messages are receiving insufficient pick-up, producing a prioritized brief for the next pitching cycle."
  inputs: ["clip report with topic tags", "message house document"]
  outputs: ["pillar coverage gap matrix", "recommended pitching priorities brief"]
  automation: medium
  human_in_loop: approve
  tools: ["media monitoring platform", "spreadsheet", "text analysis tool"]
  frequency: monthly
  trigger: "Look at last quarter's coverage and tell me which of our four message pillars isn't getting through in the press"

- id: compile-a-broadcast-segment-spokesperson-prep-card-with-appr
  title: "Compile a broadcast segment spokesperson prep card with approved soundbites"
  domain: "Communications & PR"
  roles: ["Media Trainer", "Corporate Communications Director", "PR Manager"]
  description: "Produce a compact one-page briefing card for a TV or radio appearance listing likely interview questions, approved sub-10-second soundbites, key statistics, prohibited topics, and on-air demeanor notes."
  inputs: ["interview brief and topic", "approved talking points", "Q&A bank", "prohibited topics list"]
  outputs: ["one-page broadcast prep card"]
  automation: high
  human_in_loop: approve
  tools: ["document editor", "Q&A bank", "talking points library"]
  frequency: ad-hoc
  trigger: "The CEO has a live TV hit tomorrow morning—pull together a prep card with likely questions and tight soundbites under ten seconds"

- id: map-award-judging-criteria-to-internal-proof-points-before-d
  title: "Map award judging criteria to internal proof points before drafting an entry"
  domain: "Communications & PR"
  roles: ["Awards & Recognition Coordinator", "PR Coordinator", "Communications Manager"]
  description: "Parse the published judging rubric for an industry award and match each criterion to specific internal proof points—metrics, case studies, testimonials—to structure a compliant entry outline before any narrative drafting begins."
  inputs: ["award judging rubric", "internal metrics and KPIs", "case study library", "prior award submission"]
  outputs: ["criterion-to-proof-point mapping table", "entry outline"]
  automation: medium
  human_in_loop: approve
  tools: ["document editor", "internal data repository", "research tool"]
  frequency: ad-hoc
  trigger: "We're entering the PRWeek awards—map each judging criterion to concrete evidence we have before I start writing the narrative"

- id: triangulate-bottoms-up-vs-top-down-tam-estimates
  title: "Triangulate bottoms-up vs top-down TAM estimates"
  domain: "Strategy & Consulting"
  roles: ["Strategy Associate", "Corporate Strategy Manager"]
  description: "Build both a bottoms-up (buyer count × ARPU) and a top-down (industry report fraction) TAM model for the same market, compare the two headline figures, and document the divergence with likely explanations."
  inputs: ["industry analyst reports", "customer segmentation data", "pricing benchmarks"]
  outputs: ["TAM triangulation table", "divergence commentary memo"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "document editor"]
  frequency: ad-hoc
  trigger: "Build a TAM model for the SMB payroll software market and cross-check the bottoms-up number against Gartner's top-down figure"

- id: decompose-a-problem-statement-into-a-mece-hypothesis-tree
  title: "Decompose a problem statement into a MECE hypothesis tree"
  domain: "Strategy & Consulting"
  roles: ["Management Consultant", "Strategy Associate", "Engagement Manager"]
  description: "Parse a strategic problem statement or RFP excerpt into a two-level, MECE hypothesis tree where each branch is framed as a testable yes/no hypothesis, and annotate any coverage gaps."
  inputs: ["problem statement or RFP excerpt", "engagement scope notes"]
  outputs: ["hypothesis tree document", "MECE gap annotation"]
  automation: medium
  human_in_loop: approve
  tools: ["document editor", "diagramming tool"]
  frequency: ad-hoc
  trigger: "Break down 'should we enter the APAC market?' into a full hypothesis tree I can use to structure the engagement"

- id: build-a-sensitivity-tornado-chart-for-a-strategy-model
  title: "Build a sensitivity tornado chart for a strategy model"
  domain: "Strategy & Consulting"
  roles: ["Strategy Associate", "Corporate Development Analyst"]
  description: "Vary each model input independently across a defined ±% range, record the resulting output swing for each, and rank inputs from highest to lowest impact to produce the data for a tornado chart."
  inputs: ["financial or market model", "input range assumptions table"]
  outputs: ["sensitivity ranking table", "tornado chart data"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "charting tool"]
  frequency: ad-hoc
  trigger: "Rank which assumptions drive the most variance in our 5-year EBITDA forecast"

- id: cluster-stakeholder-interview-transcripts-into-strategic-ins
  title: "Cluster stakeholder interview transcripts into strategic insight themes"
  domain: "Strategy & Consulting"
  roles: ["Strategy Associate", "Senior Consultant", "Management Consultant"]
  description: "Extract discrete insights from a set of stakeholder interview transcripts, group them into labeled themes, and attach representative verbatim quotes to each theme for use in a synthesis deck."
  inputs: ["interview transcripts", "interview guide"]
  outputs: ["insight cluster table", "theme summary with supporting quotes"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document editor", "text analysis tool"]
  frequency: ad-hoc
  trigger: "Synthesize our 14 customer discovery interviews into 5–7 strategic themes with supporting quotes"

- id: map-workstream-interdependencies-for-a-pmi-critical-path-pla
  title: "Map workstream interdependencies for a PMI critical-path plan"
  domain: "Strategy & Consulting"
  roles: ["M&A Integration Manager", "Strategy Director", "PMI Program Manager"]
  description: "List all post-merger integration workstreams, identify upstream/downstream dependencies between them, and flag which workstreams sit on the critical path and block others from starting."
  inputs: ["workstream list", "milestone dates", "RAID log"]
  outputs: ["dependency matrix", "critical path annotation", "blocker summary"]
  automation: medium
  human_in_loop: approve
  tools: ["project management tool", "spreadsheet"]
  frequency: ad-hoc
  trigger: "Which of our 12 integration workstreams are on the critical path and what are their key interdependencies?"

- id: validate-okr-cascade-coverage-against-company-level-strategy
  title: "Validate OKR cascade coverage against company-level strategy"
  domain: "Strategy & Consulting"
  roles: ["Strategy Director", "Chief of Staff", "OKR Coach"]
  description: "Map every team-level OKR to its parent company OKR, surface strategic priorities that have zero team-level coverage, and flag objectives duplicated across teams."
  inputs: ["company OKRs", "all team OKRs"]
  outputs: ["coverage heatmap", "strategic gap list", "duplication list"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "document editor"]
  frequency: quarterly
  trigger: "Check whether all our company-level OKRs for Q3 are covered by at least one team OKR and flag any gaps"

- id: draft-benchmarking-peer-set-inclusion-exclusion-justificatio
  title: "Draft benchmarking peer set inclusion/exclusion justification"
  domain: "Strategy & Consulting"
  roles: ["Strategy Associate", "Competitive Intelligence Analyst", "Corporate Strategy Manager"]
  description: "Apply defined comparability criteria (revenue band, geography, business model) to a long list of candidate peers, document the include/exclude decision and rationale for each company, and produce the final defensible peer set."
  inputs: ["candidate peer long list", "comparability criteria", "public company filings"]
  outputs: ["peer selection log", "final peer set table with rationale"]
  automation: high
  human_in_loop: review-before-send
  tools: ["spreadsheet", "document editor"]
  frequency: ad-hoc
  trigger: "Narrow our 30-company long list down to a defensible 10-peer benchmarking set and document why each was included or cut"

- id: author-scenario-narratives-for-a-strategic-planning-cycle
  title: "Author scenario narratives for a strategic planning cycle"
  domain: "Strategy & Consulting"
  roles: ["Strategy Director", "Corporate Strategy Manager", "Strategy Associate"]
  description: "For each planning scenario (e.g., base, upside, stress), write a one-page narrative covering the key macro and competitive assumptions, the world-state logic, and the primary strategic implications for the business."
  inputs: ["scenario parameters table", "macro indicator assumptions", "prior year plan"]
  outputs: ["scenario narrative documents (one per scenario)"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document editor"]
  frequency: quarterly
  trigger: "Write the scenario narratives for our three planning cases ahead of the annual strategy off-site"

- id: stress-test-ic-memo-assumptions-with-a-structured-sensitivit
  title: "Stress-test IC memo assumptions with a structured sensitivity table"
  domain: "Strategy & Consulting"
  roles: ["Strategy Associate", "Corporate Development Analyst", "Investment Committee Analyst"]
  description: "Extract every material assumption from a strategy or investment committee memo, assign a confidence rating and a plausible downside value to each, and calculate the impact on the headline recommendation metric if each assumption proves wrong."
  inputs: ["IC memo draft", "financial model", "assumption list"]
  outputs: ["assumption stress-test table", "headline metric sensitivity summary"]
  automation: high
  human_in_loop: approve
  tools: ["spreadsheet", "document editor"]
  frequency: ad-hoc
  trigger: "Build a table that shows what happens to our projected IRR if each key assumption in the IC memo is wrong by 20%"

- id: categorize-and-time-m-a-synergies-into-a-realization-waterfa
  title: "Categorize and time M&A synergies into a realization waterfall"
  domain: "Strategy & Consulting"
  roles: ["Corporate Development Analyst", "M&A Integration Manager", "Strategy Director"]
  description: "Classify identified synergies by type (cost/revenue/financial), assign a realization timeline and confidence tier to each, and lay them out as a cumulative waterfall showing synergy value build-up by year post-close."
  inputs: ["synergy identification list", "deal model", "integration timeline"]
  outputs: ["synergy waterfall table", "synergy realization schedule by year"]
  automation: high
  human_in_loop: approve
  tools: ["spreadsheet", "charting tool"]
  frequency: ad-hoc
  trigger: "Build a synergy waterfall showing how $80M in identified synergies from the Acme deal ramp over three years post-close"

- id: author-role-briefings-and-scenario-cards-for-a-competitive-w
  title: "Author role briefings and scenario cards for a competitive war game"
  domain: "Strategy & Consulting"
  roles: ["Strategy Director", "Senior Consultant", "Competitive Intelligence Analyst"]
  description: "Write player role briefings (perspective, objectives, likely competitive moves) and scenario trigger cards (market shock, competitive entry event) used to run a structured competitive war game facilitation session."
  inputs: ["competitor profiles", "market scenario parameters", "war game agenda"]
  outputs: ["player role briefing documents", "scenario trigger card set"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document editor"]
  frequency: ad-hoc
  trigger: "Draft the role briefings and scenario cards for a war game simulating a well-funded new entrant launching in our core market"

- id: decompose-historical-revenue-growth-into-price-volume-and-mi
  title: "Decompose historical revenue growth into price, volume, and mix components"
  domain: "Strategy & Consulting"
  roles: ["Strategy Associate", "Business Strategy Analyst", "Corporate Strategy Manager"]
  description: "For each reporting period, calculate the share of revenue growth attributable to price changes, volume changes, product-mix shift, and new product launches using a bridge methodology, and annotate which drivers are structural vs. one-time."
  inputs: ["revenue data by product and segment", "period-over-period unit and price data"]
  outputs: ["growth decomposition bridge table", "structural vs. one-time driver annotation"]
  automation: high
  human_in_loop: spot-check
  tools: ["spreadsheet", "charting tool"]
  frequency: quarterly
  trigger: "Break down our last four quarters of revenue growth into price, volume, mix, and new product contributions"

- id: extract-analyst-report-pull-quotes-for-sales-enablement-slid
  title: "Extract analyst-report pull quotes for sales enablement slides"
  domain: "Research & Competitive Intel"
  roles: ["Competitive Intelligence Analyst", "Product Marketer"]
  description: "Scan a purchased analyst report for 3–5 quotable sentences that confirm market direction or validate the vendor's positioning. Format them as attribution-ready callout blocks with page citations."
  inputs: ["analyst report PDF", "current positioning brief"]
  outputs: ["pull quote list with page citations", "suggested slide callout text"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document reader", "text extractor", "document composer"]
  frequency: ad-hoc
  trigger: "Pull the most useful quotes from this Gartner report that support our enterprise security messaging"

- id: reconcile-conflicting-tam-estimates-across-analyst-reports
  title: "Reconcile conflicting TAM estimates across analyst reports"
  domain: "Research & Competitive Intel"
  roles: ["Market Research Analyst", "Strategy Analyst"]
  description: "Compare two or more analyst reports citing different total-addressable-market figures for the same segment. Document the assumptions behind each estimate and produce a reconciliation memo with a recommended internal figure."
  inputs: ["analyst report excerpts (2+)", "market segment definition"]
  outputs: ["TAM reconciliation memo", "recommended figure with rationale"]
  automation: medium
  human_in_loop: approve
  tools: ["document reader", "spreadsheet", "document composer"]
  frequency: ad-hoc
  trigger: "Gartner says the market is $4B but IDC says $6.2B for the same segment—can you reconcile these for the board deck?"

- id: detect-messaging-drift-in-competitor-positioning-across-webs
  title: "Detect messaging drift in competitor positioning across website versions"
  domain: "Research & Competitive Intel"
  roles: ["Competitive Intelligence Analyst", "Product Marketer"]
  description: "Compare current competitor website hero copy and value-proposition statements against a prior snapshot to identify changed emphasis, dropped claims, or newly introduced terminology that signals a strategic pivot."
  inputs: ["current competitor homepage text", "prior snapshot text with date stamp"]
  outputs: ["claim diff summary (added / removed / shifted)", "commentary on inferred strategic intent"]
  automation: high
  human_in_loop: spot-check
  tools: ["web scraper", "text diff tool", "document composer"]
  frequency: monthly
  trigger: "Has Competitor X changed their core messaging since Q1? Show me what shifted and what it might signal."

- id: map-recent-competitor-patent-filings-to-inferred-product-roa
  title: "Map recent competitor patent filings to inferred product roadmap areas"
  domain: "Research & Competitive Intel"
  roles: ["Patent Intelligence Analyst", "Competitive Intelligence Analyst"]
  description: "Pull the past 12 months of a competitor's published patent applications, cluster them by technology theme, and annotate each cluster with the likely product area or capability it signals."
  inputs: ["competitor patent filing list", "internal product area taxonomy"]
  outputs: ["annotated patent cluster map", "roadmap signal summary by theme"]
  automation: medium
  human_in_loop: approve
  tools: ["patent database search", "text classifier", "document composer"]
  frequency: quarterly
  trigger: "What has Competitor Y been filing patents on in the last year and what might it mean for their roadmap?"

- id: compile-pre-call-briefing-pack-for-an-expert-network-intervi
  title: "Compile pre-call briefing pack for an expert-network interview"
  domain: "Research & Competitive Intel"
  roles: ["Competitive Intelligence Analyst", "Primary Research Manager"]
  description: "Aggregate a target expert's recent publications, LinkedIn activity, and public talks into a one-page brief, then generate a ranked question list aligned to the active research hypothesis."
  inputs: ["expert LinkedIn profile URL", "expert CV or bio", "research hypothesis list"]
  outputs: ["one-page expert briefing doc", "ranked interview question list"]
  automation: high
  human_in_loop: review-before-send
  tools: ["web search", "document composer"]
  frequency: ad-hoc
  trigger: "I have an expert-network call tomorrow on cloud cost optimization—brief me on Dr. Smith and suggest 10 questions"

- id: synthesize-win-loss-call-transcripts-into-a-structured-patte
  title: "Synthesize win/loss call transcripts into a structured pattern brief"
  domain: "Research & Competitive Intel"
  roles: ["Win/Loss Analyst", "Sales Enablement Manager", "Competitive Intelligence Analyst"]
  description: "Process a batch of win/loss interview transcripts to extract recurring themes by deal outcome, decision-maker persona, and competitive displacement pattern; output a structured brief with frequency counts and representative verbatim quotes."
  inputs: ["win/loss call transcript batch", "deal metadata (outcome, competitor, segment)"]
  outputs: ["pattern brief with thematic clusters", "quote bank by theme", "frequency table by competitor"]
  automation: high
  human_in_loop: spot-check
  tools: ["transcript processor", "text classifier", "document composer"]
  frequency: monthly
  trigger: "Synthesize last quarter's win/loss calls against Competitor Z into a pattern brief for the sales team"

- id: build-a-feature-gated-pricing-tier-comparison-table-from-com
  title: "Build a feature-gated pricing tier comparison table from competitor pricing pages"
  domain: "Research & Competitive Intel"
  roles: ["Competitive Intelligence Analyst", "Pricing Analyst", "Product Manager"]
  description: "Read competitor pricing pages, extract plan names, prices, included features, excluded features, and usage limits per tier, then normalize into a side-by-side comparison table against the company's own pricing."
  inputs: ["competitor pricing page URLs or screenshots", "internal pricing tier sheet"]
  outputs: ["normalized pricing comparison table", "summary of key differentiators by tier"]
  automation: high
  human_in_loop: spot-check
  tools: ["web scraper", "spreadsheet", "document composer"]
  frequency: quarterly
  trigger: "Pull together a pricing tier comparison across our top 4 competitors and flag where we look underpriced or overpriced"

- id: draft-updated-battlecard-objection-responses-after-a-competi
  title: "Draft updated battlecard objection responses after a competitor product launch"
  domain: "Research & Competitive Intel"
  roles: ["Competitive Intelligence Analyst", "Sales Enablement Manager"]
  description: "Given a competitor launch announcement and the existing battlecard, identify which objection-response rows are now outdated or weaker, and draft replacement copy for those rows with a change log."
  inputs: ["competitor launch announcement", "current battlecard", "internal product capability notes"]
  outputs: ["revised battlecard objection rows", "change log of updated sections"]
  automation: high
  human_in_loop: review-before-send
  tools: ["document editor", "web search"]
  frequency: ad-hoc
  trigger: "Competitor just announced feature X that mirrors our differentiator—update the battlecard objections section immediately"

- id: extract-hiring-signal-intelligence-from-competitor-job-posti
  title: "Extract hiring-signal intelligence from competitor job postings"
  domain: "Research & Competitive Intel"
  roles: ["Competitive Intelligence Analyst", "Market Research Analyst"]
  description: "Collect recent job postings from a competitor, categorize roles by department and technology stack keywords, and produce a hiring-trend report flagging strategic bets such as heavy ML investment or new geographic expansion."
  inputs: ["competitor careers page scrape or job board export", "prior-period hiring signal report"]
  outputs: ["hiring trend summary by function and tech keyword", "delta report vs. prior period"]
  automation: high
  human_in_loop: spot-check
  tools: ["web scraper", "text classifier", "document composer"]
  frequency: monthly
  trigger: "What do Competitor Y's current job postings reveal about where they're investing engineering resources this quarter?"

- id: compile-a-secondary-source-emergence-brief-on-a-newly-identi
  title: "Compile a secondary-source emergence brief on a newly identified competitor"
  domain: "Research & Competitive Intel"
  roles: ["Competitive Intelligence Analyst", "Market Research Analyst"]
  description: "When a previously untracked vendor is flagged in a deal or analyst mention, rapidly synthesize all publicly available information—website, funding rounds, employee count, product reviews, news—into a one-page emergence brief with a preliminary threat rating."
  inputs: ["company name", "deal context or analyst mention excerpt", "public web sources"]
  outputs: ["emergence brief (overview, funding, product, GTM signals, threat rating)"]
  automation: high
  human_in_loop: spot-check
  tools: ["web search", "document composer"]
  frequency: ad-hoc
  trigger: "A company called Acme just showed up in two enterprise deals this week—give me a quick brief on who they are"

- id: audit-analyst-report-library-for-coverage-gaps-against-activ
  title: "Audit analyst report library for coverage gaps against active research questions"
  domain: "Research & Competitive Intel"
  roles: ["Research Manager", "Competitive Intelligence Analyst", "Strategy Analyst"]
  description: "Compare the index of purchased analyst reports (topics, recency, analyst firm) against the current list of open strategic research questions; flag topics with no recent coverage and recommend specific report titles or analyst contacts to close each gap."
  inputs: ["purchased report library index", "active research question list"]
  outputs: ["coverage gap matrix by research question", "recommended report purchases or analyst contacts"]
  automation: high
  human_in_loop: approve
  tools: ["document indexer", "spreadsheet", "document composer"]
  frequency: quarterly
  trigger: "Map our analyst subscriptions against this quarter's research agenda and show me where we have blind spots"

- id: generate-a-geographic-expansion-signal-report-from-competito
  title: "Generate a geographic expansion signal report from competitor filings and announcements"
  domain: "Research & Competitive Intel"
  roles: ["Competitive Intelligence Analyst", "Market Research Analyst"]
  description: "Scan competitor press releases, regulatory filings, job postings, and news over the past quarter for geographic expansion signals such as new office announcements, local entity registrations, regional hires, or localized product pages; compile into a signal report by region."
  inputs: ["competitor news feed", "press release archive", "job posting data"]
  outputs: ["geo expansion signal report by region", "evidence link list per signal"]
  automation: high
  human_in_loop: spot-check
  tools: ["web search", "news aggregator", "document composer"]
  frequency: quarterly
  trigger: "Which regions is Competitor Z showing expansion signals in this quarter and what's the evidence?"