Agent runbooks

The Analyst

The Analyst runs every Monday morning and delivers a metrics report to your approval inbox. Read-only: it never writes to Shopify or any other source. The report feeds the Marketer and lands in your dashboard.

What the Analyst reads

  • -Shopify orders and revenue for the past 7 days.
  • -Shopify orders and revenue for the prior 7 days (for week-over-week comparison).
  • -Event log: agent action counts, approval throughput, and staff cost for the period.

What the report contains

Net revenue this week vs last week (absolute and percentage delta)
Order count delta
Average order value delta
Top 3 products by revenue
Staff cost for the period (total cost_usd from agent events)
Approval throughput (how many approvals were handled)
Exactly one recommended focus for the week

The recommended focus is always one item. The Analyst never produces two focuses. If multiple things need attention, it picks the highest-value one for this week.

Schedule

Monday at 07:00 in your business timezone.

The report is delivered to your approval inbox. Approve it to publish it to the dashboard and share it with the Marketer for the weekly content plan. You can edit the report before approving.

The Analyst free edition

The free edition is the same Analyst agent with two constraints:

  • -One data source only (Shopify).
  • -One observation about what a paid agent would add, at most. No sales pitch.

Free edition reports deliver the same WoW deltas, top products, and one recommended focus. Staff cost and approval throughput sections are omitted (they require the other agents to be meaningful).

Upgrade to Core or Pro at any time from the portal.

Data sources

Shopify (read-only). See MCP setup: Shopify.