Agent plan
agent-01
Find where Brightmoor overcharged us in Q3 and ask for a credit
- UpcomingList the invoice files for July to September
- UpcomingRead the 117 invoice lines
- UpcomingRead the Brightmoor pricing page
- UpcomingMatch the items by SKU
- UpcomingFlag the lines above the list price
- UpcomingAdd up what was overpaid
- UpcomingCheck the bulk discounts in the contract
- UpcomingConfirm the page prices against the contract
- UpcomingDraft the credit request to Brightmoor accounts
- UpcomingWrite a summary for the finance team
Planner starts once you approve
Planner proposes a plan of 7 steps and waits for your approval