Issue Resolution Bot

Playbooks for critical & high issues — recommend-only, human-approved, 0 tokens

Issues triaged

16

Needs co-browse

5

human Cowork session

Stale info

5

Resolved

1

fixed & retired

Learned patterns

4

Learned Auto-Fix Candidates

threshold 3

These issue types recur often enough that the bot proposes encoding their playbook as a dedicated deterministic helper (written to helper_backlog/, approve in Helper Discovery).

autofix_compliance_expiration×90

Deterministically apply the known playbook for recurring 'compliance-expiration' issues.

confidence 1
autofix_stale_connection×85

Deterministically apply the known playbook for recurring 'stale-connection' issues.

confidence 1
autofix_single_point_of_failure×60

Deterministically apply the known playbook for recurring 'single-point-of-failure' issues.

confidence 1
autofix_activation_blocker×30

Deterministically apply the known playbook for recurring 'activation-blocker' issues.

confidence 1
R-07Reconnect a stale integrationhigh

Escalation queue gap: escalations live only in Teams chat; no owned queue; 14-day FLOW R silence is invisible without a scheduled stale-task review

co-browse stale

Resolution steps · owner: AI Operations Manager

  1. 1.Open the tenant admin (Power Automate / Power BI) in a human Cowork/co-browse session.
  2. 2.Locate the flagged connection and re-authenticate it (owner credential — human only).
  3. 3.Re-run the dependent flow's acceptance test; confirm a single Succeeded state.
  4. 4.Record the reauth + result in the Executive Decision Log (human).

Needs a live tenant/portal step — hand off to a human co-browse session. Nothing is auto-executed.

R-02Unblock driver activationcritical

Zero active drivers at school-year start. Full pipeline is live but first activations are still pending; every territory is uncovered if routes are offered now

advisory stale

Resolution steps · owner: AI Operations Manager / AI Recruiter

  1. 1.Push in-flight drivers through the remaining activation gates.
  2. 2.Confirm acceptance detection is live; watch the acceptance mailbox.
  3. 3.Report per-territory coverage weekly to catch stalls.
R-04Reduce a single point of failurehigh

Pipeline workbook is a single point of failure (single Excel workbook = system of record for the live pipeline)

advisory

Resolution steps · owner: AI COO

  1. 1.Document break-glass access for the single-owner resource.
  2. 2.Add a second delegate / monitored mailbox / backup owner when staffing allows.
  3. 3.Enable versioning + backup discipline on the system of record.
R-13Remediate issuehigh

Column re-tokening across ~90 flow-written columns during Lists cutover. Excel connector keys rows by display name; SharePoint/Lists internal names differ (proven class: DL# → DLx0023). Every item()?['…'] token in every repointed flow — worst case FLOW R's 67-paren filter, which must be re-typed in chunks per SOP-02 (…

advisory

Resolution steps · owner: AI Automation Specialist

  1. 1.Assign a clear owner for this issue.
  2. 2.Define the single next action and a review date.
  3. 3.Track status until resolved; log the decision in the vault (human).
R-06Renew / re-verify a compliance itemhigh

CST ongoing obligations unverified (GPS, Medical Card, quarterly MVR, annual background, safety meetings) — blocks renewal-tracker design and correct CC readiness claims

co-browse stale

Resolution steps · owner: AI Compliance Officer

  1. 1.Pull the current document/record for the expiring item (human, source system).
  2. 2.Confirm the renewal date and required evidence.
  3. 3.Schedule the renewal and assign the owner; set a review date before expiry.
  4. 4.Update the Compliance Index / Requirements Matrix in the vault (human).

Needs a live tenant/portal step — hand off to a human co-browse session. Nothing is auto-executed.

R-08Reconnect a stale integrationhigh

Recruiting funnel thinness/staleness: ~42 leads were already stale at FLOW R enablement; re-engagement capacity is manual; no per-territory sourcing targets

co-browse stale

Resolution steps · owner: AI Recruiter

  1. 1.Open the tenant admin (Power Automate / Power BI) in a human Cowork/co-browse session.
  2. 2.Locate the flagged connection and re-authenticate it (owner credential — human only).
  3. 3.Re-run the dependent flow's acceptance test; confirm a single Succeeded state.
  4. 4.Record the reauth + result in the Executive Decision Log (human).

Needs a live tenant/portal step — hand off to a human co-browse session. Nothing is auto-executed.

R-01Renew / re-verify a compliance itemcritical

No ongoing-compliance layer while first routes approach. Expirations (license, insurance, clearances, drug/camera cadences) are not tracked post-activation; school year 2026-27 starts within weeks

co-browse stale

Resolution steps · owner: AI Compliance Officer

  1. 1.Pull the current document/record for the expiring item (human, source system).
  2. 2.Confirm the renewal date and required evidence.
  3. 3.Schedule the renewal and assign the owner; set a review date before expiry.
  4. 4.Update the Compliance Index / Requirements Matrix in the vault (human).

Needs a live tenant/portal step — hand off to a human co-browse session. Nothing is auto-executed.

P-06Renew / re-verify a compliance itemhigh

FLOW 08 Gates 2–3 never test-driven (broker-split drug test; completion+HandoffLog); flow ON with ≥1 real MI driver mid-vetting

co-browse

Resolution steps · owner: AI Automation Specialist

  1. 1.Pull the current document/record for the expiring item (human, source system).
  2. 2.Confirm the renewal date and required evidence.
  3. 3.Schedule the renewal and assign the owner; set a review date before expiry.
  4. 4.Update the Compliance Index / Requirements Matrix in the vault (human).

Needs a live tenant/portal step — hand off to a human co-browse session. Nothing is auto-executed.

P-11Remediate issuehigh

FLOW 11 acceptance auto-detection spec'd but build unconfirmed — contract acceptance likely still manual (GoKart Contract Accepted = Yes)

advisory

Resolution steps · owner: AI Automation Specialist

  1. 1.Assign a clear owner for this issue.
  2. 2.Define the single next action and a review date.
  3. 3.Track status until resolved; log the decision in the vault (human).
R-05Reduce a single point of failurehigh

Single-owner account concentration (tjohnson@ mailbox monitored for acceptance; Automation@ posts; one admin)

advisory

Resolution steps · owner: AI Risk Manager

  1. 1.Document break-glass access for the single-owner resource.
  2. 2.Add a second delegate / monitored mailbox / backup owner when staffing allows.
  3. 3.Enable versioning + backup discipline on the system of record.
P-01Remediate issuemedium

Pipeline Health Monitor Office Script #139 exclusions not applied — 3 false positives + A600 + test row in health digest (report-only)

advisory

Resolution steps · owner: Troye (Excel → Automate)

  1. 1.Assign a clear owner for this issue.
  2. 2.Define the single next action and a review date.
  3. 3.Track status until resolved; log the decision in the vault (human).
R-17Remediate issuehigh

Automate@ consolidation collapses issuer≠executor segregation (DR-107/DR-050). Moving runtime + ownership onto one Automate@ service account means the same identity both issues and executes commands — the audit IssuedBy≠executor control and the "humans decide, only APPROVED enforces" separation weaken. Also two servic…

advisory

Resolution steps · owner: AI Risk Manager / Troye

  1. 1.Assign a clear owner for this issue.
  2. 2.Define the single next action and a review date.
  3. 3.Track status until resolved; log the decision in the vault (human).
R-09Remediate issuehigh

Single-broker concentration: DE/VA/MD depend entirely on EverDriven, PA/FL on CST — a broker-relationship stall halts whole states

advisory

Resolution steps · owner: AI Broker Relations Manager

  1. 1.Assign a clear owner for this issue.
  2. 2.Define the single next action and a review date.
  3. 3.Track status until resolved; log the decision in the vault (human).
P-08Remediate issuemedium

PAD robot (CC account creation) not built — CC provisioning stays manual

advisory

Resolution steps · owner: AI Automation Specialist

  1. 1.Assign a clear owner for this issue.
  2. 2.Define the single next action and a review date.
  3. 3.Track status until resolved; log the decision in the vault (human).
P-16Remediate issuemedium

Orphan sweep (form submissions without pipeline rows) — possible lost leads

advisory

Resolution steps · owner: AI Recruiter

  1. 1.Assign a clear owner for this issue.
  2. 2.Define the single next action and a review date.
  3. 3.Track status until resolved; log the decision in the vault (human).
P-13Remediate issuelow

VA reimbursement-after-20-routes line copied DE-style — policy applicability unconfirmed

advisory

Resolution steps · owner: Troye (decision D-2)

  1. 1.Assign a clear owner for this issue.
  2. 2.Define the single next action and a review date.
  3. 3.Track status until resolved; log the decision in the vault (human).
Resolved (1)show

Fixed in the source systems and retired via config/resolved_issues.json — no longer counted as active or stale.

R-18Reconnect a stale integration resolved

GK-Command-Router has a stale Power BI connection (CONFIRMED S066). Root cause confirmed by read-only tenant inspection 2026-08-06: the stale connection is GK-Automate-PowerBI (router R4) (Power BI, Automate@), status Reconnect, last modified 8/6 11:46:31 AM (the failed R4 run). SharePoint, Teams, and Outlook connecti…

fixed 2026-08-06

Resolution note

Power BI connection GK-Automate-PowerBI (router R4) re-authenticated; dependent R4 flow re-run and confirmed Succeeded.

Vault Risk Register still marks this OPEN — recommend updating 15-Risk-Management/Risk Register.md to RESOLVED so the dashboard and the source of truth stay in sync. (Recommend-only — human edits the vault.)

recommend-only · cowork/co-browse steps need a human · vault read-only · 0 tokens