Weekly Update

The weekly_update workflow delivers a trip summary for an upcoming week to a mobile worker. It fetches the worker's planned trips from OMD Go and generates a readable, personalised briefing.

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Use case

Automatically inform field workers about their schedule for the coming week — every Friday afternoon, for example — so they can prepare before the weekend.

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Workflow ID

weekly_update

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Parameters

In addition to the common workflow parameters, this workflow requires:

Parameter	Type	Description
workflow_data.resource_id	string	OMD resource external ID (e.g. DE-NSS-DE2-1606)
workflow_data.date_from	string	Start date in YYYY-MM-DD format
workflow_data.date_to	string	End date in YYYY-MM-DD format

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Example

{
  "user_ids": ["@worker:optimizemyday.ai"],
  "workflow_id": "weekly_update",
  "workflow_data": {
    "resource_id": "DE-NSS-DE2-1606",
    "date_from": "2025-05-19",
    "date_to": "2025-05-23"
  },
  "config_id": "16169276",
  "instance": "www",
  "channel": "matrix",
  "language": "en",
  "new_room": true
}

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What the agent does

1. Fetches all trips assigned to the resource for the given date range from OMD Go (via OData).
2. Resolves customer names, addresses, and task details.
3. Generates a structured, human-readable summary in the specified language.
4. Delivers the summary to the user's Matrix/Teams/Email/WhatsApp account.
5. Stays active in the conversation for follow-up questions (e.g. "Show me more detail for Monday's first task").

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Scheduling

This workflow is commonly scheduled to run automatically. Use the /schedules API endpoint or the Cleo admin UI to configure a cron schedule. Example: run every Friday at 14:00 for all active mobile workers.