AI AGENT TEMPLATE
An AI agent that composes daily briefings for charter captains and delivers to captain phones.
Every morning before a charter, the captain needs the same information: how many passengers, who they are, what the weather looks like, which dock they are loading from, any special requests from the booking. Delivered manually by an ops manager, that briefing eats 20-30 minutes a day and is still wrong about a third of the time — late-breaking cancellations, last-minute waivers, or a private charter upgrade gets missed and the captain finds out when the group shows up at the slip.
The Charter Captain Daily Briefing Agent turns that manual briefing into a structured morning push. Every day at 6am (or whatever hour you prefer), the agent assembles the day's manifest — passenger list with emergency contacts, weather and marine forecast, vessel-specific notes, fuel and provisioning status, any special flags from the booking (dietary, access, celebration) — and delivers it to each captain via in-app notification, email, or SMS. Manifests update automatically if bookings change before departure, so what the captain sees is always current.
For multi-vessel fleets this compounds. Five captains, each getting a tailored brief for their boat, with the same data structure so the ops manager can audit compliance after the fact. Operators running the agent typically reclaim 2-3 hours a week of briefing work and see noticeably fewer dockside surprises — unsigned waivers, wrong passenger counts, missing provisioning — because the captain spots issues at 6am instead of at the dock.
Below is the full agent spec: trigger, tools, logic, expected outputs, and how to tune the content of the brief for your specific operation.
"Every 7am, for each captain today, pull weather, manifest, vessel status, route notes. Compose briefing. Email plus SMS to captain."
Paste this into Dash Agents. Dash reads the prompt, picks the right tools, assembles the logic, and creates a ready-to-run agent in seconds.
The agent uses the standard Dash Agents tool library. Every tool call is logged.
On trigger, the agent runs these steps in order. Any step can be customised by re-prompting.
Customisations by re-prompting in plain English: change the trigger timing or conditions, adjust the recipient list, tune thresholds, modify tone, add approval gates, connect additional channels (SMS, WhatsApp) if available. Run in approval mode for the first week to build confidence before switching to autonomous.
Structured automation beats manual follow-up in three ways:
Set this agent up on your first week. Run in approval mode for five days while you watch the outputs, then flip to autonomous. The ROI compounds across a full season — a quiet automation that simply does the right thing, every time, without anyone having to remember.
FREQUENTLY ASKED QUESTIONS
Daily info pack covering weather, manifest, vessel, route, emergency contacts.
Dash Agents handle the repetitive work so your team can focus on customers. Start your free trial and build your first agent in minutes.
