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Daily Summaries

OMD Cleo provides three daily summary workflows for mobile workers and planners.

Start of Day Summary

The sod_summary workflow delivers a briefing for the upcoming workday to a mobile worker.

Workflow ID

sod_summary

Parameters

In addition to the common workflow parameters:

Parameter Type Description
workflow_data.resource_id string OMD resource external ID (e.g. DE-NSS-DE2-1606)
workflow_data.date_from string Target date in YYYY-MM-DD format
workflow_data.date_to string Target date (same as date_from for a single day)

Example

{
  "user_ids": ["@worker:optimizemyday.ai"],
  "workflow_id": "sod_summary",
  "workflow_data": {
    "resource_id": "DE-NSS-DE2-1606",
    "date_from": "2025-07-28",
    "date_to": "2025-07-28"
  },
  "config_id": "16169276",
  "instance": "www",
  "channel": "matrix",
  "language": "en",
  "new_room": true
}

What the agent does

  1. Fetches the worker's trips and tasks for the specified day from OMD Go.
  2. Resolves customer names, addresses, and any special instructions.
  3. Generates a concise day briefing in the specified language.
  4. Delivers the message to the user's channel.

End of Day Summary

The eod_summary workflow delivers a wrap-up for the completed workday, including any notes recorded during the day.

Workflow ID

eod_summary

Parameters

Same as sod_summary — resource_id, date_from, date_to.

Example

{
  "user_ids": ["@worker:optimizemyday.ai"],
  "workflow_id": "eod_summary",
  "workflow_data": {
    "resource_id": "DE-NSS-DE2-1606",
    "date_from": "2025-07-22",
    "date_to": "2025-07-22"
  },
  "config_id": "16169276",
  "instance": "www",
  "channel": "matrix",
  "language": "en",
  "new_room": true
}

Territory Summary

The territory_summary workflow delivers a planner-facing summary of all trips completed in a territory on a given day, including worker notes.

Workflow ID

territory_summary

Parameters

In addition to the common workflow parameters:

Parameter Type Description
workflow_data.territory_internal_id string OMD internal territory ID (e.g. 16185788)
workflow_data.date_from string Target date in YYYY-MM-DD format
workflow_data.date_to string Target date (same as date_from for a single day)

Example

{
  "user_ids": ["@planner:optimizemyday.ai"],
  "workflow_id": "territory_summary",
  "workflow_data": {
    "territory_internal_id": "16185788",
    "date_from": "2025-07-22",
    "date_to": "2025-07-22"
  },
  "config_id": "16169276",
  "instance": "www",
  "channel": "matrix",
  "language": "en",
  "new_room": true
}

What the agent does

  1. Fetches all trips in the territory for the specified date from OMD Go.
  2. Retrieves task completion notes and status updates.
  3. Generates a structured planner digest in the specified language.
  4. Delivers the summary to the planner's channel.