Operations Manager Agent

byHelmOperations

The operator who reads the dashboard for you.

Works with

Slack

Overview

The Operations Manager reads your workspace the way an operator would: capacity, profitability, AR aging, and bottlenecks. It surfaces what is changing, what is at risk, and what needs a decision, and runs weekly and monthly summaries automatically. It works on your data, reports in Slack, and proposes actions for approval.

What it does

What it takes off your plate.

Capacity and utilization

Tracks utilization and bandwidth, flags overbooked and underutilized people, and forecasts capacity risk weeks out.

Profitability and AR

Spots projects over budget, clients with falling margins, and slowing payment cadence before they become problems.

Bottleneck detection

Finds where work gets stuck across projects, teams, and pipeline stages, and recommends process fixes.

Operational reporting

Runs weekly and monthly state-of-the-workspace summaries automatically, with no dashboard to open.

Example tasks

Things you can hand it.

Flag team members trending below 60% utilization for three consecutive weeks.
Identify projects whose logged hours exceed the original budget by 20% or more.
Send a Monday morning "state of the workspace" to #leadership: pipeline, AR, utilization, at-risk projects.
Surface clients whose project margins have dropped over the last two quarters.
Track days-to-pay by account and flag clients whose payment cadence is slowing.
Monitor task-completion velocity by team and flag sudden drops.
Identify stages in the project pipeline where work gets stuck longest.
Summarize month-end financial snapshot for the Friday leadership meeting.
Recommend which clients to prioritize for process standardization based on profitability.
Spot capacity risks 6 weeks out based on pipeline probability × hours estimate.
Flag workflows that fail repeatedly and suggest why.

How it works

Connect once, then read Slack.

1
Connect
We point the agent at your analytics, time, billing, and pipeline data. No data warehouse or ETL.
2
Monitor
It watches capacity, profitability, AR, and bottlenecks continuously, not just when someone opens a report.
3
Report
It posts weekly and monthly summaries to Slack and flags what is changing or at risk.
4
Act
On the higher tiers it creates tasks and notifications within the limits you set.

Tiers

Start where you're comfortable.

Same agent, three levels of control. Moving up is a settings change, not a new setup.

QA

The agent reviews; your team acts.

Read-only access to your analytics, time, and billing data.
Weekly and monthly operational summaries.
At-risk flags and recommendations in Slack.

Managed

The agent proposes, you approve, the agent acts.

Everything in QA.
Proposes tasks, notifications, and project flags.
Acts only after you approve.

Full

The agent runs the work; you set the limits.

Everything in Managed.
Runs summaries and internal notifications on a schedule.
Escalates anything client-facing to a human.

FAQ

Common questions.

What data does it read?

Everything the Analytics app covers: time entries, invoices, payments, project budgets and actuals, pipeline forecast, and task velocity. Because the data is already in the platform, there is no setup.

How is this different from the Analytics dashboard?

Analytics is the dashboard. The Operations Manager is the one reading it. Dashboards wait for someone to open them. The agent actively surfaces what is changing, what is at risk, and what needs a decision.

Can it run on a schedule without prompting?

Yes. Set a daily, weekly, or monthly schedule and it runs automatically, posting summaries to Slack or the in-app chat with no prompting required.

Does it act on its own?

Default is Suggest: it proposes actions like creating a task or flagging a project. Many teams run it in Auto for recurring internal summaries and Suggest for anything touching a client.

How do the tiers work?

QA reports only. Managed proposes and acts after approval. Full runs summaries and internal actions on a schedule. Moving up a tier is a settings change, not a new setup.