Reusable planning worksheet · not an executable OpenAnalyst skill.
First task
Prepare the information a responsible person needs before deciding on a purchase order.
- Task owner: name / role
- Records as of: date and time
- Result destination: where the team uses it
Inputs to prepare
PO and line items; vendor record; payment and delivery terms; approval policy and reviewer.
Use only records you are permitted to access. Establish how each input is obtained and refreshed.
Question to adapt
Prepare a review brief for PO ID. Check the arithmetic, missing terms and policy requirements. Do not approve, send or change the order.
Working method
Recalculate the line amounts. Identify missing terms. Keep the calculated subtotal distinct from a final total where taxes or freight are unknown. Name the required reviewer.
Output fields
PO ID | line items | subtotal | taxes/freight | missing terms | policy checks | source | reviewer | decision status
Review before use
The authorized person decides in the working system. Record the decision and verify any subsequent action separately.
Definition of a useful first run
Describe the answer, the check and what remains unresolved.
Companion example
Download the fictional CSV(../sample-data/po-review-demo.csv). This sample is authored for the visual prototype and is not customer evidence. It is not the original input from the supplied video.
To turn this into a workflow
Implement supported data access, input validation, the required tools, the review boundary and an execution check for the chosen environment. Confirm the result destination and repeat schedule separately.