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Draft Daily Incident Reports

Turn incident log threads into PDFs and a dated review queue

Use this Agent instantly or customize it - no programming needed

Draft daily incident reports for the completed shift
Reads
  • Shift window
    Shift window

    Your shift schedule sets the start and cutoff for each report run.

  • Incident messages
    Incident messages

    Your incident threads include opening messages and replies posted by the shift cutoff.

  • Materiality rule
    Materiality rule

    Your severity and impact criteria decide which incidents need reports.

  • Existing reports
    Existing reports

    Your shared folder's report names and incident references show which drafts already exist.

Team messaging app
Team messaging app

Your team messaging app holds incident messages and replies through the shift cutoff.

File storage service
File storage service

Your file storage service holds report drafts and the dated queue for your supervisor.

Are there no material incidents and no threads needing identification?YesNo
Save a dated queue saying no report is needed
Writes
  • Shift review queue
    Shift review queue

    Your dated queue links reports and flags unresolved threads or missing drafts.

Do all identified material incidents already have reports?YesNo
Save a dated queue for the supervisor to review
Writes
  • Shift review queue
    Shift review queue

    Your dated queue links reports and flags unresolved threads or missing drafts.

Draft and file remaining reports with a dated queue
Writes
  • Incident report drafts
    Incident report drafts

    Each PDF gives your supervisor a source-linked draft with provisional findings and open questions.

  • Shift review queue
    Shift review queue

    Your dated queue links reports and flags unresolved threads or missing drafts.

This Agent waits for your shift to end. It reads incident threads and drafts a report for each material incident. It saves PDFs and a dated queue in your shared review folder.

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Google Drive
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Airtable
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Google Contacts
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Kintone
Used as:
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Made for your industry

Draft Daily Incident Reports is made for businesses in these industries.

Made for your role

Draft Daily Incident Reports is made for people in these roles.

Made for your department

Draft Daily Incident Reports is made for people in these departments.

How Draft Daily Incident Reports works

5 steps, in order, on every run.

  1. Read Shift Incident ThreadsRead incidents opened during the shift and their replies through the cutoff. Gather the updates from the incident log.
  2. Identify Material IncidentsGroup messages by thread or incident reference. Apply the materiality rule you set to decide which need reports.
  3. Check for Existing ReportsCheck the shared review folder for reports already filed for this shift. Skip incidents with matching reports.
  4. Draft Each Incident ReportDraft each report with the recorded timeline, impact, and next actions. Mark provisional causes and gaps, and link source messages.
  5. Build the Review QueueSave report PDFs in the shared folder and link them from a dated queue. List any incident needing more information or a failed upload.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, Airtable or Google Contacts.

4 tools
Set your rules
  • Choose the incident log channel and require one opening message or thread per incident, with an incident reference when available.
  • Set shift start and end times and the time zone used for the daily cutoff.
  • Define what counts as a material incident, such as a minimum severity or customer or service impact.
  • Choose the shared review folder, give the supervisor access, and set the report sections and naming pattern.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Draft Daily Incident Reports:

What counts as a material incident?

You choose the severity or impact rule during setup. The Agent uses it to decide which incident threads need reports.

What if the log leaves out the cause or impact?

You still get a draft. It marks unsupported details as unconfirmed and lists the missing questions in your review queue.

What happens when no incident meets my rule?

You get a dated queue stating that no material incident report was needed for the shift.

Will the reports go out without my review?

No. The Agent saves provisional PDFs in your shared review folder and links them from a dated queue for your review.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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