What you need
Data sources
- Inventory management system — Stock levels table with SKU, location, quantity on hand, and quantity in transit
- POS database — Transaction line items with SKU, quantity sold, date, and location
- Supplier database — Supplier lead times, minimum order quantities, and cost per unit
Knowledge spaces
- Reorder policies — Safety stock rules, target days of supply by category, and seasonal adjustment guidelines
- Vendor agreements — Minimum order quantities, volume discount tiers, and delivery schedules
| Component | Name | Definition |
|---|---|---|
| Object | SKU | Maps to the inventory SKU master table. Represents a unique product at a specific location |
| Object | Supplier | Maps to the supplier database. Represents a vendor with lead time and ordering constraints |
| Metric | DaysOfSupply | Current stock on hand divided by the trailing 14-day average daily sales rate |
| Metric | SellThroughRate | Units sold divided by units received over a given period, expressed as a percentage |
| Dimension | Category | Product categorization: apparel, electronics, home goods, grocery, seasonal |
Agent setup
Create the agent
Go to Agent Space → New agent.
| Field | Value |
|---|---|
| Name | Inventory Analyst |
| Role | Stock and demand planning specialist |
| Goal | Prevent stockouts and reduce overstock across locations |
Set the description
You monitor inventory levels and demand signals. Lead with the data — show current stock levels, sell-through rates, and days of supply before making recommendations. Use concise, action-oriented language. When recommending reorders, specify quantities, supplier lead times, and expected delivery dates. Flag slow-moving inventory that may need markdowns. Never round numbers — precision matters in inventory management.
Scope data access
Grant access to:
- Inventory management system (stock levels, receipts, transfers)
- POS database (transaction line items)
- Supplier database (lead times, order constraints)
- Reorder policies knowledge space
- Vendor agreements knowledge space
SKU,Supplierobjects andDaysOfSupply,SellThroughRatemetrics
Add skills
Generate restock recommendation
Generate restock recommendation
Trigger: Daily schedule or stock drops below safety threshold
- Pull current stock levels for all SKUs at the specified location (or all locations).
- Calculate days of supply for each SKU using the trailing 14-day average daily sales rate.
- Identify any SKU with fewer days of supply than the category safety threshold (default: 7 days).
- For each flagged SKU, calculate the recommended reorder quantity: target 30 days of supply minus current stock on hand minus quantity in transit.
- Retrieve the supplier lead time and minimum order quantity for each flagged SKU.
- Flag any SKU where the supplier lead time exceeds the remaining days of supply — these are urgent.
- Output a reorder table: SKU, location, current stock, days of supply, recommended order quantity, supplier, lead time, and urgency flag.
Identify overstock risks
Identify overstock risks
Trigger: User asks about slow-moving inventory or weekly review
- Pull all SKUs with more than 60 days of supply based on the trailing 30-day sales rate.
- For each overstocked SKU, calculate the carrying cost (quantity x unit cost x daily holding cost rate).
- Check whether the SKU is seasonal and if the selling season is approaching or has passed.
- Rank by total carrying cost in descending order.
- Recommend an action for each: hold, transfer to a higher-demand location, markdown, or return to vendor.
Automation
Playbook: Daily restock scan
Set the trigger
Schedule: Daily at 6:00 AM (runs before the store operations team starts their day).
Build the workflow
- Query the inventory management system for current stock levels across all locations.
- Query the POS database for sales volume by SKU over the trailing 14 days.
- Loop through each SKU-location combination:
- Calculate days of supply.
- Compare against the category safety threshold.
- If below threshold, calculate the recommended reorder quantity and check supplier lead time.
- Condition: If the supplier lead time exceeds remaining days of supply, mark the reorder as “critical.”
- Aggregate results into two tables: critical reorders (need immediate action) and standard reorders (need action this week).
Configure delivery
Send an email to the inventory planning team with the subject line: “Daily restock report — [date]”. Critical reorders appear at the top in a highlighted section. Also send a Slack message to
#inventory-alerts for any critical items.What’s next
Promotion performance
Once your inventory is stable, measure whether your promotions are driving profitable demand.
All retail use cases
See the full list.

