Source inventory
The first automation spec is the list of reports.
Before building the morning brief, document what arrives, from where, when, whether it is required, and what should happen when it is wrong or missing.
| Report | System / sender | Format | Arrival | Required? | Business-date rule | Missing-file behavior |
|---|---|---|---|---|---|---|
| PMS daily detail | Scheduled email | CSV | 6:15 AM | Required | Use report date | Halt brief or flag incomplete |
| Rate shop | Vendor export | XLSX | 6:30 AM | Required | Today + next 7 | Send with warning |
| Forecast workbook | Google Sheet | Sheet | Manual update | Optional | Current month | Use last approved + caveat |
Bring this to the workflow review.
The inventory becomes the starting point for source intake, run logs, missing-file rules, and pilot scope.