> ## Documentation Index
> Fetch the complete documentation index at: https://docs.duckie.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Daily Reporting Agent

> Post a scheduled stakeholder digest for dispute operations

Use a scheduled deployment for recurring stakeholder reporting. The recommended agent type is a Duckie Assistant agent because the report should inspect Duckie runs, summarize behavior, and surface improvement items without requiring a custom cron job.

## What It Does

The daily reporting agent:

* Runs on a schedule, such as every weekday at 9 AM in the stakeholders' timezone
* Reads Duckie runs, classifications, and operational systems for the reporting window
* Summarizes new cases, pending approvals, submitted cases, outcomes, deadline risks, and failures
* Highlights follow-up work and owners
* Posts the digest to a stakeholder channel
* Links back to relevant runs, tickets, and cases

## Recommended Components

| Need               | Duckie component                 |
| ------------------ | -------------------------------- |
| Recurring run      | Scheduler deployment             |
| Reporting logic    | Duckie Assistant agent           |
| Duckie run review  | Duckie Assistant MCP or Runs API |
| Destination        | Slack app tools                  |
| Follow-up tracking | Issue tracker or ticketing tools |

## Flow

```mermaid theme={null}
sequenceDiagram
  participant Scheduler as Scheduler deployment
  participant Reporter as Duckie Assistant reporting agent
  participant Runs as Duckie runs and analytics
  participant Systems as Case and processor systems
  participant Slack as Stakeholder channel

  Scheduler->>Reporter: Start daily report run
  Reporter->>Runs: Read runs and classifications
  Reporter->>Systems: Read case statuses and outcomes
  Reporter->>Reporter: Summarize metrics, risks, and follow-ups
  Reporter->>Slack: Post stakeholder digest
  Reporter->>Runs: Record report run output
```

## Deployment Steps

<Steps>
  <Step title="Create the reporting agent">
    Create a Duckie Assistant agent that can inspect Duckie runs, summarize system behavior, and report improvement items.
  </Step>

  <Step title="Give it read tools">
    Enable read access to Duckie runs, analytics, ticketing, processor, and case systems needed for the report.
  </Step>

  <Step title="Connect the stakeholder channel">
    Use Slack app tools to post to a channel such as `#payments-ops` or `#disputes-daily`.
  </Step>

  <Step title="Create a Scheduler deployment">
    Choose **Scheduler** as the trigger and set a preset, plain-language schedule, or five-field cron expression.
  </Step>

  <Step title="Start in Testing mode">
    Review the scheduled output before switching the deployment to **Live**.
  </Step>
</Steps>

## Report Contents

Include:

* New cases opened
* Cases accepted, countered, withdrawn, submitted, won, lost, or closed
* Cases waiting on account response
* Cases waiting on human approval
* Cases at deadline risk
* High-value or policy-sensitive cases
* Tool failures and retries
* Escalations sent and resolved
* Recommended follow-up work
* Links to runs, cases, tickets, and review threads

## Example Digest Shape

```text theme={null}
Daily dispute operations summary

Window: Previous business day

Volume:
- New cases: 18
- Submitted responses: 7
- Accepted or closed: 3
- Waiting on account: 5
- Waiting on approval: 2

Risk:
- 3 cases due in the next 48 hours
- 1 high-value case needs policy review

Automation health:
- 2 tool retries
- 1 escalation resolved by reviewer

Follow-ups:
- Review missing evidence pattern for reason category X
- Confirm owner for overdue account response cases
```

<Tip>
  Scheduled runs appear in **Analyze > Runs** with source **Scheduler**, which gives the team an audit trail for every posted report.
</Tip>

## Related Docs

<CardGroup cols={2}>
  <Card title="Scheduled Deployments" icon="clock" href="/deployments/scheduled-deployments">
    Run the report on a recurring schedule.
  </Card>

  <Card title="Duckie Assistant Agents" icon="robot" href="/agents/duckie-assistant-agents">
    Build a reporting agent that can inspect Duckie runs.
  </Card>

  <Card title="Runs" icon="clock-rotate-left" href="/analytics/runs">
    Review scheduled report executions.
  </Card>

  <Card title="Slack" icon="slack" href="/integrations/messaging/slack">
    Post the report to a stakeholder channel.
  </Card>
</CardGroup>