🤖 Rundoo Primer: Getting started with AI Agents

Three agent types, three real use cases, and two quick updates

Summary: A lot of you have been asking what AI Agents in Rundoo actually do and how to put them to work. This week we walk through the three kinds of agents, share three real ways store owners are using them today, and cover two quick updates on tag edits and gift card lookups.

1. AI Agents in Rundoo

What is this?

AI Agents live in the “Rundoo AI” tab in your dashboard. Each agent is a helper you set up to do a specific job on a schedule you choose. You write your instructions in plain English, pick how often it should run, and it goes to work.

There are three kinds of agents you can pick from:

• Daily Summary: Looks at how your business is doing as a whole. It always includes a daily activity section and gives you context on overall performance.

• Orders: Builds orders for you based on the rules you set.

• Reports: Digs into your reports and pulls out what matters.

What does this mean?

You don’t need to write code or learn a new system. You tell the agent what you want the same way you’d tell an employee. Some agents can also take action on your behalf when you ask them to, like adding a tag to a customer or updating a product. You’re still in charge of what gets set up and what runs.

Why is this important?

Most store owners and managers are juggling cycle counts, vendor calls, walk-ins, and a stack of reports they’ve been meaning to get to since Tuesday. Agents take some of that off your plate. They run in the background, do the busywork, and bring back what you actually need to act on.

What does this look like?

Here are three ways store owners are using agents right now:

1. Tagging new customers automatically. Run a daily reporting agent that looks at every new customer added that day. The agent decides if they’re residential (the homeowner grabbing a gallon of Aura for a bedroom), commercial (the contractor buying ten gallons of primer), or something else, and tags them. No more Friday afternoon tag cleanup.

2. Assigning sales reps to your largest accounts. Run a monthly report on your top customers, whether that’s painting contractors, big hardware buyers, or your largest farm and feed accounts. The agent looks at where each customer is located and assigns the right sales rep based on territory. If you commission off this report, your monthly commission run gets a lot easier too.

3. Catching pricing that’s drifted out of line. Costs on lumber, fertilizer, and hardware keep moving. Set up a weekly Friday agent to flag products where your price hasn’t kept up with rising costs. The agent comes back with recommendations, and you decide what to adjust. That’s a chunk of report-staring you no longer have to do yourself.

Here’s a video of me making an agent!

Also New

Edit departments, classes, finelines, and tags via spreadsheets 🏷️

You can now add, change, and update department, class, fineline, and tag values now in Bulk. Use the download spreadsheet, and import functionality to quickly make bulk changes!

Look up gift card balances from the mobile app

Open the mobile app, head to Payment Methods, and either scan the gift card or type the number into the lookup box. The balance comes right up. Handy when a customer asks at the register or when you’re walking the floor.

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Have an idea for an agent you wish existed, or a feature you’d like to see next? Drop it on the idea board at rundoo.nolt.io. Your suggestions shape what we build.