What you need
Data sources
- CMMS (Computerized Maintenance Management System) — Equipment master records, scheduled maintenance dates, work order history, and criticality ratings
- Production database — Equipment runtime hours for condition-based maintenance tracking
Knowledge spaces
- Equipment maintenance guides — Upload manufacturer maintenance manuals and recommended service intervals
- Safety checklists — Lockout/tagout procedures and safety protocols for each equipment class
| Component | Name | Definition |
|---|---|---|
| Object | Equipment | Maps to the CMMS equipment master. Represents a single asset with type, location, and criticality |
| Object | Maintenance Task | Maps to scheduled maintenance records. Represents a planned service activity with due date and status |
| Metric | Days Overdue | Current date minus scheduled service date, for tasks that have not been completed |
| Metric | MTBF | Mean time between failures, calculated from historical work order completion dates |
| Dimension | Criticality | Classifies equipment as critical, important, or standard based on production impact |
| Dimension | Equipment Type | Groups assets by class (CNC, press, conveyor, HVAC, electrical) |
Agent setup
Create the agent
Go to Agent Space > New agent.
| Field | Value |
|---|---|
| Name | Maintenance Monitor |
| Role | Equipment maintenance analyst |
| Goal | Prevent unplanned downtime by tracking maintenance schedules and flagging overdue service |
Set the description
You are an equipment maintenance analyst. When asked about maintenance status, always sort overdue items by criticality first, then by days overdue. Include the equipment name, last service date, days overdue, and criticality rating for each item. For critical equipment that is more than 7 days overdue, clearly mark it as urgent. Reference the manufacturer’s recommended service interval from the knowledge space when available. Use direct language and always recommend a specific action: schedule the service, escalate to the maintenance supervisor, or order parts.
Scope data access
Grant access to:
- CMMS data source (equipment master and maintenance task tables)
- Production database data source (runtime hours)
- Equipment maintenance guides knowledge space
- Safety checklists knowledge space
- Equipment and Maintenance Task objects in the semantic layer
Add skills
Flag overdue maintenance
Flag overdue maintenance
Trigger: User asks about overdue maintenance or equipment status
- Query the maintenance schedule for all equipment with upcoming or past-due service dates.
- Identify any items where the scheduled service date has passed without a completed work order.
- Calculate days overdue for each item.
- Sort by days overdue, highest first, with critical equipment at the top.
- For each overdue item, include equipment name, last service date, days overdue, criticality rating, and recommended service type.
- If any critical equipment is more than 7 days overdue, add an urgent flag and recommend immediate escalation.
Summarize equipment health
Summarize equipment health
Trigger: User asks about equipment health or reliability
- Pull the maintenance history for the specified equipment or equipment class.
- Calculate MTBF from the last 12 months of failure records.
- Compare current runtime hours against the recommended service interval.
- List the last three completed maintenance tasks with dates and outcomes.
- Provide a health status: green (on schedule), yellow (approaching due date), or red (overdue).
Automation
Playbook: Daily maintenance scan
Set the trigger
Schedule the playbook to run every day at 5:30 AM, before the maintenance team’s morning standup.
Build the workflow
The playbook scans all scheduled maintenance, identifies overdue items, and routes alerts based on severity.
- Query step — Pull all maintenance tasks with a scheduled date of today or earlier that have not been completed.
- Loop step — For each overdue task, calculate days overdue and look up the equipment’s criticality rating.
- Condition step — Split overdue items into two groups: critical equipment overdue by 7+ days (urgent) and all other overdue items (standard).
- Format step — Build a summary table for each group with equipment name, task type, scheduled date, days overdue, and criticality.
Configure delivery
Send the standard overdue report via email to the maintenance supervisor. For urgent items (critical equipment 7+ days overdue), also send a Slack message to the #maintenance-urgent channel with the equipment name and days overdue.
What’s next
Material usage variance
Track actual material consumption against BOMs to catch waste and pricing issues.
All manufacturing use cases
See the full list.

