// USE CASE · OPERATIONS

Automate operations with AI agents that watch every systemand page you before it breaks.

Most ops leads spend the morning stitching dashboards together by hand and the afternoon explaining a stale number to leadership. Melaya lets you build an operations crew that reconciles positions, watches API health, drafts the daily brief, and triages incidents into Jira or Linear. The crew handles the polling and the paperwork, you keep the judgment calls, the audit log captures every write.

01
// What breaks today

Manual workflows cost more than the agent does.

Three pains every sales and BD team hits weekly. Each one is what your reps actually complain about, not what a feature page would call them.

  1. 01

    Reconciling positions, balances, and margin across accounts by hand delays the morning check by hours.

  2. 02

    A data pipeline failure surfaces only after a downstream report breaks, not when it actually happened.

  3. 03

    Incidents get tracked across a Slack thread, an email, and memory, never one system of record.

02
// Pipelines you can build

Agent workflows: compose, approve, replay.

Every pipeline below is a shape you wire on the canvas using the crew and tools further down. Not a feature we ship for you, a pattern you configure.

P01

Position reconciliation before the desk opens

TradingOperations pulls open positions, account balances, and open orders every cycle, checking margin health and settlement status. OperationsManager routes anything that needs a human look.

P02

Data pipeline health, checked continuously

DataOperations queries the operational database directly, checks schema drift, and pings external APIs for uptime, so a broken feed gets flagged before it silently corrupts a downstream report.

P03

Incidents escalated and logged, not lost in chat

DataOperations detects the anomaly, IncidentManager coordinates the response and opens a tracked ticket, and the alert lands in the channel your team actually watches.

P04

One executive brief instead of five dashboards

ReportingAnalyst pulls the numbers, and OperationsSynth compiles trading, data, compliance, and incident streams into a single operations brief, delivered as a spreadsheet or a deck and posted where leadership already looks.

P05

Compliance checkpoints tracked to the filing deadline

ComplianceOperations checks the audit trail against policy and books the filing deadline on the shared calendar; OperationsManager routes the follow-up task to whoever owns it.

03
// The multi-agent crew

Operations crew

Real personas from the operations crew. Each ships with a tuned system prompt and a default tool allowlist. Swap models per persona on the canvas.

Operations Manager

OperationsManager

Coordinates daily operations across the team, routes tasks to owners with deadlines, and surfaces blocked work before it slips.

Trading Operations

TradingOperations

Reconciles positions across CEX accounts, checks margin utilization, and flags settlement discrepancies with exact amounts.

Executive Assistant

ExecutiveAssistant

Owns calendars, drafts replies, preps meeting briefs from inbox context, and stages communications for leadership approval.

Reporting Analyst

ReportingAnalyst

Pulls live data from SQL and warehouse sources, validates row counts and freshness, and ships reports as Excel, slides, or chart files.

Data Operations

DataOperations

Watches API health and data feed freshness against named SLAs, then raises alerts the moment an endpoint or pipeline degrades.

Compliance Operations

ComplianceOperations

Tracks regulatory filing deadlines, maintains audit logs, and verifies trading activity stays inside documented risk limits.

Incident Manager

IncidentManager

Triages anomalies into SEV1, SEV2, or SEV3 tickets, escalates to the right channel, and drafts the post-mortem after resolution.

Operations Synthesis

OperationsSynth

Compiles every stream into a four-section executive brief sorted by criticality, then posts the final read-out to Slack.

04
// Scoped tools

Tool allowlists: only the actions you grant.

Every tool below is a real shared tool from the Melaya bundle. Allowlist per agent; HITL-gate the writes; revoke any of them in one click.

shared/tools/melaya_exec/

Live position, balance, and fill data from the same exchange keys your trading desk uses. Reads are open to TradingOperations; melaya_place_order and melaya_cancel_order stay HITL-gated by default.

melaya_get_positionsmelaya_get_account_balancemelaya_get_open_ordersmelaya_get_ordersmelaya_get_my_trades
shared/tools/database/

Read warehouse and operational databases to assemble reports and freshness checks. Scoped DSNs are passed per agent so ReportingAnalyst only reaches the schemas you list; writes require an explicit HITL gate.

sql_querysql_schemasqlite_query
shared/tools/messaging/

Page on-call via Telegram or Discord when IncidentManager classifies a SEV1, with severity, owner, and resolution ETA. All outbound messages are HITL-gated for this crew by default.

telegram_send_messagediscord_send_messagediscord_send_embed
shared/tools/project_mgmt/

Open and update incident tickets, track filing deadlines, and route blocked work back to owners. jira_create_issue and linear_create_issue are HITL-gated so no ticket fires without an approver.

jira_get_issuesjira_create_issuejira_update_issuelinear_get_issueslinear_create_issue
shared/tools/calendar/

Pull the next 72 hours of meetings into the executive brief and stage holds for incident review calls. gcal_create_event is HITL-gated so nothing lands on a leader's calendar without sign-off.

gcal_list_eventsgcal_create_event
shared/tools/email/

ExecutiveAssistant reads inbound threads to prep meeting briefs and drafts replies for approval. gmail_send is HITL-gated by default; rules-based vendor responses can be lifted per template.

gmail_sendgmail_read
shared/tools/msoffice/

Ship reports as Excel workbooks, briefs as Word documents, and board read-outs as PowerPoint decks. File writes land in the run artifact log so any output can be replayed and traced.

excel_createexcel_write_datapptx_createword_create
shared/tools/core/

Vendor status-page polling via http_request, daily brief delivery via slack_post_text, and ad-hoc lookups via web_search. slack_post_text and file_write are HITL-gated by default for this crew.

web_searchhttp_requestslack_post_textfile_writegrep_search
05
// Three knowledge layers

The crew reads what you give it.

Every pipeline ships with three layers of knowledge access. Mix and match per agent on the canvas. No shared vector space with another tenant, no surprise reads, no opaque retrieval.

L1

Static context

includeContext

Per-pipeline documents appended to specific agents' input on every run. The ICP brief, playbook, pricing sheet, or won-deal email corpus. Whatever needs to be there before the agent thinks. You pick which personas get which docs.

L2

RAG retrieval tool

rag_retrieve

A scoped tool granted per-agent. When the agent decides it needs more depth, it queries the workflow's vector store on demand. Same knowledge base as Static context, accessed only when the model asks for it.

L3

Cross-run memory

pipeline_memory

Pipeline-level state that carries from one run to the next. Yesterday's research is in scope for today's follow-up. The crew remembers what it already prospected, what got approved, what was sent. The audit log is the second-order knowledge base.

07
// FAQ

AI agent questions we get every week.

Can the operations crew reconcile trading positions automatically?

Yes. TradingOperations calls melaya_get_positions, melaya_get_account_balance, and melaya_get_open_orders to check position, margin, and settlement health on every cycle.

Does the crew open incident tickets on its own?

IncidentManager can create and update tickets through jira_create_issue and jira_update_issue, and posts the alert through discord_send_embed or telegram_send_message. You set the escalation threshold.

What does the crew write the daily ops report in?

ReportingAnalyst and OperationsSynth compile the run into a spreadsheet (excel_write_data) or a slide deck (pptx_create), and can post the summary to Slack with slack_post_text.

Can this replace our compliance tracking spreadsheet?

ComplianceOperations reads and writes against your existing database through sql_query and sql_schema, and calendars filing deadlines with gcal_create_event. It's a tracker, not a compliance officer.

Does the operations crew work with internal dashboards that have no API?

Melaya Browser Control drives internal tools directly in the browser when there's no API to call, and a human can take over the session at any point.

How fast does an incident actually get escalated?

As fast as the trigger you configure. IncidentManager and DataOperations run in parallel on the detection path, then hand off to whichever messaging tool you've wired in.

Build operations teams pipelines on Melaya.

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