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How to Use the Work Order Agent Team | FlowPath Help Center

How to Use the Work Order Agent Team

The Work Order Agent Team automates work order intake, monitoring, scheduling, and trend analysis. It includes four agents and pre-built starter flows.

Status: Available now

Price: $200/month

Agents included

1. Work Order Inbound Parse Agent

Automatically creates work orders from inbound requests.

Supported intake channels:

  • Email

  • Text/SMS

  • Phone call transcripts

  • Slack messages

  • External form submissions

Email

Text/SMS

Phone call transcripts

Slack messages

External form submissions

How it works:

  1. An inbound request arrives through one of the supported channels.

  2. The agent parses the content and creates a work order.

  3. It conservatively matches accounts, locations, categories, equipment, and requesters from your existing data.

  4. If the evidence is weak, it leaves a field blank rather than guessing wrong.

An inbound request arrives through one of the supported channels.

The agent parses the content and creates a work order.

It conservatively matches accounts, locations, categories, equipment, and requesters from your existing data.

If the evidence is weak, it leaves a field blank rather than guessing wrong.

How to set it up:

  1. Go to Settings > AI Assistant > Work Order Agent Team.

  2. Enable the Inbound Parse Agent.

  3. Configure which intake channels to monitor (email, text, Slack, etc.).

  4. The starter flow for inbound email intake is pre-built — just turn it on.

Go to Settings > AI Assistant > Work Order Agent Team.

Enable the Inbound Parse Agent.

Configure which intake channels to monitor (email, text, Slack, etc.).

The starter flow for inbound email intake is pre-built — just turn it on.

2. Work Order Monitoring Agent

Watches open work orders so nothing falls through the cracks.

Available actions the agent can take:

  • Assign a user to a work order

  • Assign an approver

  • Assign a watcher

  • Update work order fields using custom rules

  • Post a comment

  • Mark as duplicate

  • Mark as slipping

Assign a user to a work order

Assign an approver

Assign a watcher

Update work order fields using custom rules

Post a comment

Mark as duplicate

Mark as slipping

Custom rules:

You can write custom instructions that define both which work orders qualify and which fields should be updated. For example: "Move event-related work orders to Completed seven days after the event date referenced in the description."

How to set it up:

  1. Enable the Monitoring Agent in the Work Order Agent Team settings.

  2. Configure the flow — define what conditions to monitor and what actions to take.

  3. The starter flow for slipping follow-up is pre-built.

Enable the Monitoring Agent in the Work Order Agent Team settings.

Configure the flow — define what conditions to monitor and what actions to take.

The starter flow for slipping follow-up is pre-built.

3. Work Order Scheduler Agent

Reviews unassigned work orders and distributes them based on workload.

How it works:

  1. The agent looks at unassigned work orders.

  2. It evaluates each technician's current workload, recent history, and scheduled future load.

  3. It assigns the work order to the best fit.

  4. If no strong assignee exists, it posts a comment tagging @all so someone can self-assign.

The agent looks at unassigned work orders.

It evaluates each technician's current workload, recent history, and scheduled future load.

It assigns the work order to the best fit.

If no strong assignee exists, it posts a comment tagging @all so someone can self-assign.

Available cadences:

  • Daily

  • Weekly on a specific day

  • Monthly on a specific day

Daily

Weekly on a specific day

Monthly on a specific day

How to set it up:

  1. Enable the Scheduler Agent.

  2. Choose the cadence (daily is recommended for most teams).

  3. The starter flow for scheduling is pre-built.

Enable the Scheduler Agent.

Choose the cadence (daily is recommended for most teams).

The starter flow for scheduling is pre-built.

4. Work Order Analysis & Trends Agent

Recurring monitoring and alerting across nine analysis modes.

Analysis modes:

  • Labor hours trends

  • Vendor cost trends

  • Inventory cost trends

  • Total cost trends

  • Completed work orders

  • Assigned work orders

  • Duplicate patterns

  • Slipping patterns

  • Equipment-linked patterns

Labor hours trends

Vendor cost trends

Inventory cost trends

Total cost trends

Completed work orders

Assigned work orders

Duplicate patterns

Slipping patterns

Equipment-linked patterns

Output: Each analysis run produces a narrative finding (what's happening and why it matters) plus a supporting Excel export with the underlying data.

How to set it up:

  1. Enable the Analysis & Trends Agent.

  2. Choose which analysis modes to run and on what schedule.

  3. Configure the lookback window (last week, last 30 days, etc.).

  4. The starter flow for slipping analysis is pre-built.

Enable the Analysis & Trends Agent.

Choose which analysis modes to run and on what schedule.

Configure the lookback window (last week, last 30 days, etc.).

The starter flow for slipping analysis is pre-built.

Starter flows (pre-built)

These flows are ready to enable on day one:

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Flow

What it does

Inbound email intake

Creates work orders from emails

Slipping follow-up

Monitors open WOs and flags slipping ones

Scheduler

Assigns unassigned WOs daily

Slipping analysis

Runs slipping pattern analysis on a schedule