Existing workflows · client-stated
Instruction generator
Production existing · confirmed by client; not connected hereInput: Vessel / consignee
Output: Instructions
Documentation · Technical owner · unknown, client confirmation required
API / code · reliability · security review · integration decision: unknown / pending assessment
PDF review / splitting
Production existing · confirmed by client; not connected hereInput: PDF bundle
Output: Review / split PDFs
Documentation · Technical owner · unknown, client confirmation required
API / code · reliability · security review · integration decision: unknown / pending assessment
Daily risk report
Production existing · confirmed by client; not connected hereInput: Positions workbook
Output: Daily risk report
Risk · Technical owner · unknown, client confirmation required
API / code · reliability · security review · integration decision: unknown / pending assessment
Conversational risk assistant
Production existing · confirmed by client; not connected hereInput: Risk questions / workbook
Output: Risk conversation
Risk · Technical owner · unknown, client confirmation required
API / code · reliability · security review · integration decision: unknown / pending assessment
Python per-client workbooks
Existing · client-stated; access pendingInput: Client workbooks
Output: Python reports
Finance / Risk · Technical owner · unknown, client confirmation required
API / code · reliability · security review · integration decision: unknown / pending assessment
Market intelligence agent
Existing · client-stated; access pendingInput: Market sources
Output: Market briefing
Risk · Technical owner · unknown, client confirmation required
API / code · reliability · security review · integration decision: unknown / pending assessment
Claude HTML dashboards
Existing · client-stated; access pendingInput: Client datasets
Output: HTML dashboards
Executive · Technical owner · unknown, client confirmation required
API / code · reliability · security review · integration decision: unknown / pending assessment
Existing Automations Registry
Register of the client"s existing automations (spreadsheets, macros, email rules) to confirm in discovery.
| AUT-101 | Daily position spreadsheet | Risk | Spreadsheet + macros | Daily Risk Report | To confirm with client |
| AUT-102 | Payment proof forwarding | Treasury | Email rules | Payment Intake / Payment Case | To confirm with client |
| AUT-103 | Statement generation | Finance | Accounting system export | Customer Statements | To confirm with client |
| AUT-104 | Laytime calculator | Logistics | Spreadsheet | Demurrage | To confirm with client |
| AUT-105 | Document checklist | Documentation | Shared checklist | Document Review | To confirm with client |
| AUT-106 | Interest computation | Finance | Spreadsheet | Interest Invoicing | To confirm with client |
| AUT-MI | Commodity market-intelligence agent | Risk | Existing agent (client-stated; access pending) | Assess integrate / migrate / rebuild; preserve if reusable | Confirmed current (client-stated) |
Assumptions & client-dependent gaps
- The market-intelligence agent is client-stated as existing; its access, outputs and licenses await inspection. Other rows are assumptions to validate in discovery.