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§ Agent · Harvest Forecast

The Harvest Forecast data agent that acts the way you would.

It keeps an eye on your Harvest Forecast schedule alongside your time-tracking actuals and project financials, on a schedule you set or whenever fresh data lands. When capacity drifts from the plan, it tells you, or handles it the way you'd want.

D
DefiniteAPP9:14 AM · #ops-alerts
⚠️ Engineering team at 118% utilization next two weeks, 3 projects at risk of missed milestones

8 of 12 engineers are booked above weekly capacity for the next two weeks, with 340 scheduled hours against 288 available. Three projects with milestones before July 10 have assignments that overlap with higher-priority work, and two placeholders still have no person assigned.

Review & approve Dismiss
Harvest Forecast Assignments + People + Milestones · joined to Harvest time actuals + project budgets · audit log

How an agent works

An agent watches one thing and acts on it. Not a workflow, just a standing watch that usually does nothing and acts the moment it should.

◄ repeats on the schedule you set ►

You stay in control

An agent does what you'd do, and only what you've authorized.

The same trusted numbers

It acts on the same governed metrics as your dashboards, and every action is logged and traceable.

You approve anything that writes

It alerts and recommends on its own; anything that changes data is yours to approve.

Try it on a test channel first

Point a new agent at a throwaway channel and watch its judgment before it touches anything real.

No false alarms

It remembers what it already flagged and waits before acting again, so it won't alert you about the same thing twice.

What you can put an agent on

CapacityACROSS YOUR SOURCES

Tie your Forecast schedule to what actually happened in time tracking

It reconciles your scheduled assignments and capacity against your Harvest time-tracking actuals and project budgets, and flags the gap before it compounds. When the schedule says 40 hours but actuals are running 28, you find out this week, not at the retro. Overbooking, underbooking, and phantom assignments all surface against the numbers that actually landed.

AssignmentsPeopleProjects
Milestones

Catch a milestone at risk before the deadline passes

When a project milestone is approaching and the assignments behind it are short-staffed, over-allocated, or slipping against actuals, it tells you which people and projects are affected, how many hours are missing, and whether a placeholder still needs a real person. You see the risk while you can still move someone.

MilestonesAssignmentsPeople
Role mix

Spot a role bottleneck before it ripples across projects

When a role is overbooked while another sits underutilized, it surfaces the imbalance, the projects competing for the same people, and the clients whose timelines are exposed. You rebalance on the real allocation data, not last month's assumption about who is available.

RolesAssignmentsClients
Custom

Run any Python it needs to get the job done

Beyond alerts and write-backs, an agent can run arbitrary Python, so it can do whatever the task actually requires: call an API, kick off a job, reshape the data, or wire into your own tooling. The action space is yours to define.

Why not just build it yourself?

You could rig one of these with a cron job and a Slack webhook in an afternoon. The watching is the easy part. Here's what you'd own forever, and don't, here:

  • The cross-source join: not one tool's data, but it reconciled against the rest of your stack
  • A trusted, consistent metric: the same number your dashboards use
  • The investigation into why, when something fires
  • A full audit trail of everything it did
  • The upkeep, when the schema drifts or the script breaks at 2am

The data it works from

Every Harvest Forecast object, modeled and query-ready the moment you connect.

Assignments
operationsproduct
People
operationsgeneral_data_storage
Projects
operationsproduct
Clients
customeroperations
Milestones
operationsproduct
Roles
operationsgeneral_data_storage

It runs on your real Harvest Forecast account (placeholder assignments nobody filled, archived people still on projects, overlapping allocations and all), not a tidy demo.

Where it acts

Slack

A message in the channel you choose, with the context and a button to act on it.

Email

A summary in the inbox of the people who need to see it.

Webhook

A payload to your own systems, to wire the agent into whatever you already run.

Warehouse write-back

A flag written back to your warehouse for everything downstream to pick up.

Hand off to Fi

Kick the question to Fi to investigate the why and propose the fix.

MCP

Expose it to your own agents and tools over MCP, and drive it from your stack.

Run it in your own VPC or fully self-hosted. Everything it does is pure SQL and Python you can inspect.

Build your agents with Fi

Fi is your AI analyst. It helps you build and customize everything in Definite, including the agents that watch and act.

Fi

Your AI analyst. Ask questions in plain English, and let it help you build and customize everything in Definite, including your agents.

Meet Fi →

Agents

The watchers and actors. Once you've built one, it runs on its own, keeping an eye on what matters and acting the way you would.

Autonomous agents →

Get started

  1. 1Connect Harvest Forecast, and the sources it needs to reconcile against. Synced and modeled in an afternoon.
  2. 2See the numbers tie out to what you already trust.
  3. 3Put an agent on one thing you can't afford to miss. Fi helps you build it.
§ FAQ

Common questions

You set the schedule, and it also re-checks whenever fresh Harvest Forecast data lands. Each agent watches the one thing you point it at, nothing else.
It alerts and recommends on its own. Anything that writes, whether to a tool, your warehouse, or a customer, is yours to approve. You can also point a new agent at a test channel first and watch its judgment before it touches anything real.
When something fires, it can hand off to Fi to investigate, drilling into the data it has across your connected sources to find what's behind the move, and showing its work.

Your answer engine
is one afternoon away.

Book a 30-minute call and watch us build your first dashboard live, with your own data.