The Equipment Agent Team automates equipment data cleanup, PM schedule creation, and callback pattern analysis. It includes three agents and pre-built starter flows.
Status: Available now
Price: $200/month
Agents included
1. Equipment Standardization Agent
Reviews your equipment register for incomplete, stale, or inconsistent records and enriches them.
How it works:
The agent scans equipment records for missing fields — manufacturer, model, warranty dates, manual links.
It suggests or applies corrections based on model number lookups and cross-references.
It prioritizes the most impactful gaps so your team fixes the biggest data quality issues first.
How to set it up:
Go to Settings > AI Assistant > Equipment Agent Team.
Enable the Standardization Agent.
The starter flow for data enrichment is pre-built — turn it on and it runs on your chosen schedule.
2. Equipment PM Schedule Agent
Identifies equipment that needs PM coverage and creates schedules.
How it works:
The agent reviews equipment that has no PM schedule or an insufficient one.
It creates a PM schedule with the right recurrence, checklist, and assignee based on equipment type and manufacturer recommendations.
How to set it up:
Enable the PM Schedule Agent.
The starter flow for PM creation is pre-built.
3. Equipment Analysis & Trends Agent
Monitors equipment callback patterns and related operational issues.
How it works:
The agent tracks which equipment generates repeated work orders in short windows.
It produces a narrative alert and a supporting Excel export.
Use the findings to investigate root causes and evaluate replace-vs-repair decisions.
How to set it up:
Enable the Analysis & Trends Agent.
The starter flow for callback analysis is pre-built.
Starter flows (pre-built)
Flow | What it does |
Enrich data | Runs standardization on a recurring schedule |
Create PM schedule | Scans for unprotected equipment and creates PMs |
Callback analysis | Identifies repeat-visit patterns |