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CREATE_MANAGEMENT_REVIEW

Generates a management review summary (.docx) for compliance standards (e.g., ISO), including KPI reviews and strategic decisions.

Parameters

NameTypeRequiredDescription
output_pathstringyes
company_namestringyes
review_datestringyes
attendeesarray
agenda_items_discussedarray
kpi_performanceobjectKey: Metric, Value: Status/Comment
decisions_and_actionsarray[{action, owner, deadline}]

How to use it

You normally trigger this by describing what you want in chat — the agent selects CREATE_MANAGEMENT_REVIEW automatically. For example:

Try saying
“create a compliance tools document”

In a workflow

As a step in a multi-step workflow DAG:

json
{
  "id": "s1",
  "agent": "compliance_tools",
  "action": "CREATE_MANAGEMENT_REVIEW",
  "args": {
    "output_path": "/Users/me/Documents/file.txt",
    "company_name": "…",
    "review_date": "…"
  },
  "depends_on": [],
  "outputs": []
}

Direct call

For scripting, call it directly via POST /execute_tool. Every tool returns { success, message, data }.

bash
curl -X POST http://127.0.0.1:8000/execute_tool \
  -H "Content-Type: application/json" \
  -d '{"tool_name":"CREATE_MANAGEMENT_REVIEW","args":{"output_path":"/Users/me/Documents/file.txt","company_name":"…","review_date":"…"}}'

Part of the compliance_tools plugin. Browse the full Plugin & Tool Catalog or the relevant feature guide.