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
Agent setup
1
Create the agent
Go to Agent Space → New agent.
2
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.
3
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
4
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
1
Set the trigger
Schedule: Daily at 6:00 AM (runs before the store operations team starts their day).
2
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).
3
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.4
Test and activate
Click Run now to test with live data, then toggle to Active.
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.

