Sample Agent Template
FileMaker Exception Reviewer demo.
A safe first agent template for FileMaker: find stale work, missing details, mismatched totals, and approval bottlenecks, then prepare a review queue before anything gets written back.
Review Queue
Sample exceptions the agent would package for humans.
This is deliberately boring. That is the point. Useful FileMaker agents should make operational risk visible, preserve the source fields checked, and hand humans an approval-ready queue.
| Record | Issue | Source Fields Checked | Proposed Next Action | Risk |
|---|---|---|---|---|
| JOB-1048 | Proof approval is 6 days stale | Status, Proof Sent Date, Customer Contact, Last Activity | Draft a follow-up email and move to manager review | Low |
| INV-2231 | Invoice marked sent, but no payment terms on record | Invoice Status, Terms, Customer Type, Balance Due | Flag billing admin before statement run | Medium |
| ORD-7782 | Shopify total does not match FileMaker order total | Order Total, Tax, Shipping, Discount, External Order ID | Create reconciliation task; block write-back until reviewed | High |
| CON-332 | Duplicate contact candidates share company and phone | Company, Phone, Email, Last Order Date, Owner | Prepare merge packet for human approval | Medium |
How the template runs
- Read trusted FileMaker report, export, or Data API snapshot
- Apply business rules and stale-work checks
- Prepare review queue with sources and proposed next action
- Wait for human approval, revision, or rejection
- Write back only after the approval log captures the decision
What gets logged
Record id, source fields checked, proposed action, risk note, reviewer, approval decision, timestamp, and final write-back result. That gives the business an audit trail instead of a black-box agent.