scadam

Creates procurement leadership assets from Coupa data, especially supplier performance PowerPoint decks, category manager briefs, IT hardware order reviews, demand risk summaries, and ServiceNow-to-Coupa flow analysis. Use when the user asks to "create a supplier performance deck", "prepare a procurement review", "show category manager insights", "make a Coupa PowerPoint", "brief LSEG procurement", "analyze IT hardware suppliers", "review open hardware orders", or "turn Coupa data into an executive presentation".

Builds an HTML backlog-grooming report: stale issues, unestimated items, items missing acceptance criteria, oldest items, items with vague titles, and a recommended grooming shortlist for the next refinement session. Use when the user asks for a "backlog grooming report", "refinement prep", "backlog hygiene report", "grooming dashboard", or "backlog health check".

Builds a daily HTML "Standup Brief" dashboard for an engineering manager or scrum master: what each team member is working on today, blockers, sprint burndown, items at risk of slipping the sprint, and a "for your standup" markdown summary above the dashboard. Designed to be scheduled before the daily standup. Use when the user asks for a "standup brief", "daily delivery brief", "team standup dashboard", "scrum standup pack", or "what's my team doing today".

Creates a PowerPoint release-readiness pack for a Jira fix-version: scope summary, completion % by epic, open blockers, items at risk of missing the release, dependencies across teams, and go/no-go recommendation criteria. Use when the user asks for a "release readiness pack", "release deck", "fix-version readiness", "go/no-go deck", or "release status pack".

Creates a PowerPoint pack for a sprint review or retrospective covering scope changes, burndown, velocity vs prior sprints, completed vs committed, blockers timeline, and per-engineer contribution, using Jira data. Use when the user asks for a "sprint health deck", "sprint review pack", "retrospective deck", "end-of-sprint deck", or "velocity deck".

Builds an Adaptive Card 1.5 for posting a weekly engineering-delivery update into a Microsoft Teams channel: sprint progress, completed and shipped this week, blockers, ask-of-the-business, and what's next. Public-information only. Use when the user asks for a "weekly delivery update card", "engineering update card", "ship-it card", or "post our team update to Teams".

Creates a PowerPoint executive brief for a single named account combining Salesforce CRM data (opportunities, contacts, cases, recent activity) with Microsoft 365 WorkIQ context (recent meetings, emails, Loop pages) — designed for an AE walking into a major customer meeting or for an executive sponsor briefing. Use when the user asks for an "account brief", "account deep dive", "exec brief on {account}", "customer 360 deck", or "prep me for {account}".

Builds an Adaptive Card for Microsoft Teams listing at-risk and slipping opportunities for a rep or team, each with a recommended next-best-action. Designed to be posted into a sales channel daily or weekly. Use when the user asks for a "deal risk card", "at-risk deals card", "slipping deals card", "post my risk deals to Teams", or "next-best-action card".

Build complete Agent 365 AI teammates from variable scenarios: real Microsoft 365 Agents SDK hosting, OBO and agentic-user identity, A365 observability, generated skills and typed tools, existing MCP or OpenAPI-derived MCP integrations, workflows, review gates, and manager/fleet control planes.

Re-engage an account whose product usage has dropped or stalled, recovering adoption before it becomes churn risk.

Connect a newly released product enhancement to an account that previously asked for it, turning a release into a credible, welcome update.

Decide what needs the human CSM and how urgently, routing the right items to review and letting routine ones flow at scale.

Prepare a concise risk brief for an at-risk account approaching renewal, so the CSM can intervene with the full picture.

Draft customer outreach that genuinely sounds like the assigned CSM, using their accepted-message style as the anchor.

Builds a pre-meeting account brief for a fintech B2B account executive. Use when the user asks to "prep me for my meeting", "give me a brief on {account}", "research this account before the call", "what do I need to know about {client}", or "build a one-pager on this deal". Joins Salesforce account, contact, opportunity and activity data into a tight, meeting-ready Word brief.

Schedules client meetings with a prepared agenda, pulling attendees and context from Salesforce. Use when the user asks to "schedule a client meeting", "book a review with {account}", "set up a call with {contact}", "find a time and send an agenda", or "organize the next meeting for this deal". Resolves attendees, drafts an agenda, creates the calendar invite, and optionally emails the agenda.

Automates post-meeting and post-touch follow-ups for sales deals. Use when the user asks to "follow up with everyone I met", "send follow-ups", "chase my open deals", "draft follow-up emails", "log next steps in Salesforce", or "close the loop after my meetings". Produces tailored follow-up emails plus matching Salesforce follow-up tasks, and logs next steps on the opportunity.

Builds a complete pipeline review pack for a fintech sales manager: an Excel workbook, a PowerPoint deck, and an exec email. Use when the user asks to "build my pipeline review", "prep for the forecast call", "create the QBR pack", "summarize the team's pipeline", "get me ready for the sales review", or "build the board/exec pipeline update". Pulls pipeline and dashboard data, then assembles the three artifacts.

Builds client-ready pitch and deal-review decks in PowerPoint from Salesforce opportunity data. Use when the user asks to "build a pitch deck", "draft the deck for this deal", "create a deal-review presentation", "make slides for the {account} opportunity", or "turn this opportunity into a deck". Joins opportunity, account, contact and product data, then produces a structured, on-brand .pptx.