AI AGENTS

Fleet warranty renewal agent: gather quotes, recommend, await approval

An agent that for each expiring fleet warranty researches current renewal pricing, compares it against the asset's residual value, drafts a renew-or-retire recommendation.

CategoryAI Agents
Enginepaperclip
Difficultyadvanced
Triggerschedule
Steps6
Setup~25 min

How it runs

The automated pipeline, trigger to output.

  • TriggerDaily schedule
  • ActionPull 45-day expiries from PostgresPostgreSQLPostgres
  • ActionResearch renewal and replacement pricingPerplexityPerplexity
  • LogicCompare cost vs residual value, draft recommendation
  • ActionSend owner a Teams approval cardMicrosoft Teams
  • OutputWrite approved decision back to PostgresPostgreSQLPostgres

What it does

Handles the judgment-heavy part of warranty renewals. For every asset nearing expiry, the agent looks up market renewal pricing, weighs it against residual value and repair history, writes a plain-English recommendation, and presents the owner an approve-or-override decision in Microsoft Teams.

When to use it

Use it for fleets or capital equipment where renew-versus-retire is a real financial call, not a rubber stamp, and you want a reasoned recommendation prepared before a human signs off.

How it works

  1. 1A daily schedule starts the agent run.
  2. 2The agent pulls assets expiring within 45 days from the Postgres asset table.
  3. 3For each asset it searches the web for current renewal and replacement pricing via Perplexity.
  4. 4A reasoning step compares renewal cost to residual value and repair frequency and drafts a recommendation with rationale.
  5. 5The agent sends the owner a Teams approval card showing its recommendation and the supporting numbers.
  6. 6On approval, it writes the decision and effective date back to Postgres.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect PostgresAny Postgres URL — query, write, migrate.
  2. 2
    Connect PerplexitySearch-grounded answers with citations.
  3. 3
    Connect Microsoft TeamsChannels, chats, files.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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