Documentation

COO IA

Recipe for a head of execution that tracks an action register and follows up on whatever is not moving.

The COO IA is a recipe for an execution agent, to assemble yourself (it is not a shipped template — see Typical business agents). It relies on an action and follow-up register, and every day it surfaces what is stalling.

What it does

  • Daily tracking (e.g. every evening at 6pm) — reviews a register of actions and commitments.
  • Follow-up — highlights what is overdue or blocked, and proposes the next steps.

How it is assembled

  1. Source — an "Actions & follow-ups" database that the agent queries (database_query.* tools).
  2. Analysis — the agent identifies what has progressed, what is stalling, what is past due.
  3. Drafting — a clear, prioritized HTML report.
  4. Sending — via email.send.

The register can update on the fly: an agent can create or update rows (database_manage.create_row, database_manage.update_row — see No-code actions), not just read them.

Adapting it to your context

  • Define the structure of your register (owner, due date, status).
  • Choose the follow-up cadence and the delay thresholds.
  • Connect other sources (CRM, support) if needed.