Field Work Order Intake Agent6 nodes
Field Work Order Intake Agent
Turn a crew or customer report into a structured work order with asset, priority, skills and safety notes, save it, and page dispatch for urgent safety issues.
Workflow at a glance
The full canvas, before you import it
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#Energy#Field Service#Work Orders#Dispatch#AI Agent
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6 nodes · Free & source-available
Field Work Order Intake Agent
Field reports arrive as a few rushed sentences. This template turns one into a work order dispatch can schedule: the asset, what is wrong, a priority, the skills and parts the crew needs, and the safety notes they must read first.
What this workflow does
- FieldReport asks for the site, who reported it and what they saw
- WorkOrderAgent writes the structured work order
- SaveWorkOrder stores it in a Data Table
- UrgentGate branches on
SAFETY_URGENT - PageDispatch posts urgent orders to the dispatch channel
- WorkOrderResult returns the work order
Setup
Connect an LLM credential and Slack, and pick the Data Table that holds work orders.
How to import this template
- 1Click Import → Copy JSON on this page.
- 2Open your Heym and navigate to a workflow canvas.
- 3PressCmd+V/Ctrl+V— nodes appear instantly.
- 4Add your API keys in the node config panels and click Run.
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