# Operations Analyst: a business role you can make your own. Reviewed: 2026-10-27 Canonical: https://clankercloud.ai/templates/operations-analyst Turn weekly capacity and incoming work into a planning workbook and a decision brief. This ready-to-configure kit includes reusable Agent instructions, fictional source files, a starting prompt and a review checklist. Choose your own material or inspect a sample in Workspace before opening an editable, unsent Session draft. It does not install an Agent or run work automatically. ## What you are working toward A capacity workbook and a short brief for the planning conversation. ## Start with - Operators and lean teams - A Clanker account and available credits to run work - An owner who reviews the saved result ## A clear job for operators and lean teams Read the current capacity export, requests and planning rules. Calculate free hours once per role; keep role hours separate. Show request gaps and decisions before proposing commitments. Check the capacity arithmetic and role gaps. Have the planning owner agree assignments, dates and any overtime separately. ## Inspect the example before trying the role Input: A fictional weekly capacity export, three proposed requests and planning instructions that keep role hours separate. Output: An editable capacity-plan.xlsx with role formulas and a planning-brief.md for the operator’s decisions. Review criteria: Check remaining hours: delivery 40 − 8 − 28 = 4; design 32 − 0 − 28 = 4; operations 24 − 4 − 12 = 8. The total is 16, but W01 still has a 6-hour design gap and W02 a 2-hour delivery gap. W03 leaves 4 operations hours. What this example establishes: A checkable planning example: inputs, role-level calculations and request gaps lead to decisions the planning owner can review. Limitations: Spare hours in one role do not cover another role’s gap. No assignment, overtime, date or work schedule is approved. Authored fictional illustration, not an executed Agent run or customer result. These files do not establish runtime support or acceptance by ChatGPT, Claude, Gemini or another assistant. Sources: - [Inspect capacity by role](https://clankercloud.ai/templates/team-capacity-plan-files/weekly-capacity.csv) - [Inspect requests W01–W03](https://clankercloud.ai/templates/team-capacity-plan-files/incoming-work.csv) - [Inspect the planning rules](https://clankercloud.ai/templates/team-capacity-plan-files/planning-instructions.md) - [Inspect capacity-plan.xlsx](https://clankercloud.ai/examples/team-capacity-plan/capacity-plan.xlsx) - [Inspect planning-brief.md](https://clankercloud.ai/examples/team-capacity-plan/planning-brief.md) ## Configure the role, then test it Create an Agent in Workspace. Give it a name and paste the downloadable instructions into its instructions field. Choose the relevant Tools, add permitted reference material, and test one fictional example before using business files. Project files and spreadsheet/file-generation Tools. Add cloud compute only if the workbook task needs it. No calendar or messaging access is needed for this sample. The kit is a configuration guide. Opening it does not create an Agent, attach files, connect services or enable recurring work. Sources: - [Download Agent instructions](https://clankercloud.ai/templates/operations-analyst-instructions.md) - [Configure and test a reusable Agent](https://clankercloud.ai/learn/ai-agent-factory) ## Review a starting task in Workspace Open the kit in Workspace, sign in if needed, inspect the source files and prompt, then choose your own material or the fictional sample. The sample prompt carries the fictional source text; source downloads remain available for inspection. Your choice opens one editable, unsent Session draft. Work begins only when you send it and uses available credits. Save useful outputs in the relevant Project, review them, and reuse your tested Agent for the next cycle. Sources: - [Review this kit in Workspace](https://workspace.clankercloud.ai/#start=operations-analyst) - [Inspect the original workflow example](https://clankercloud.ai/templates/team-capacity-plan) ## Use the role with your preferred assistant Bring the Operations Analyst method to your preferred assistant, or keep working directly in Clanker. Package version 1.0.0 · reviewed 2026-10-27. Setup documented · client testing pending. These downloads are not submitted to an official directory or catalog. ### ChatGPT and Codex A portable plugin with the three role Skills, source packets and Clanker MCP configuration. 1. Extract the ZIP and inspect plugin.json, mcp.json and the role Skills. The included local marketplace example is for supported ChatGPT desktop and Codex setups. 2. In ChatGPT on the web, use Add custom MCP server with the endpoint below; a downloaded ZIP is not a public directory listing. Workspace permissions and client availability apply. 3. Approve account access in the browser, start with Read, and ask for the setup Skill or paste the preparation instruction below. Enable only the additional access needed when you choose to save or run work. [Download ChatGPT and Codex plugin](https://clankercloud.ai/downloads/business-role-kits/2026-10-27/openai-plugin.zip) [Review connection setup](https://workspace.clankercloud.ai/agent-connect#client=chatgpt) [Clanker setup guide](https://clankercloud.ai/learn/use-chatgpt-with-clanker-workspace) [Official client documentation](https://developers.openai.com/plugins/build/plugins) ### Claude Use the same role instructions with a supported Claude remote connector. 1. Add Clanker Cloud Workspace as a custom connector in Claude, using the MCP endpoint below. Organization owners may need to add it before members connect. 2. Complete browser authorization, choose the permissions you want and enable the connector in your conversation. 3. Paste the preparation instruction below. Claude Code has a separate MCP setup route; follow its current guide if you use the CLI. [Review connection setup](https://workspace.clankercloud.ai/agent-connect#client=claude) [Clanker setup guide](https://clankercloud.ai/learn/use-claude-with-clanker-workspace) [Official client documentation](https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp) ### Gemini web and mobile Eligible Gemini Apps accounts can add Clanker as a custom connected app. 1. Google currently requires a personal Google account, age 18+, US eligibility, English and Keep Activity on. Work and school accounts do not use this consumer route. 2. If eligible, add the MCP URL in the Gemini web app’s Connected Apps settings and complete authorization. The connection can then be used on supported mobile apps. 3. Select the custom app in your conversation and paste the preparation instruction. If this option is unavailable, use the separate Gemini CLI route or an available Gemini model inside Clanker. [Review connection setup](https://workspace.clankercloud.ai/agent-connect#client=gemini-web) [Clanker setup guide](https://clankercloud.ai/learn/use-gemini-with-clanker-workspace) [Official client documentation](https://support.google.com/gemini/answer/17209137?hl=en) ### Gemini CLI An extension with the role Skills, fictional packets and a small read-first tool selection. 1. Extract and inspect the extension, then run gemini extensions install ./clanker-workspace-business-kits-gemini from its parent directory. Review the client’s install prompt and restart the CLI session. 2. Run /mcp auth clanker-workspace and approve the connection in your browser. The default setup exposes only status, discovery and read tools; OAuth requires a usable browser/callback route. 3. Ask for one packaged role or paste the preparation instruction. Before saving or execution, review the required permissions and deliberately expand the tool selection using the included guide. [Download Gemini CLI extension](https://clankercloud.ai/downloads/business-role-kits/2026-10-27/gemini-cli.zip) [Review connection setup](https://workspace.clankercloud.ai/agent-connect#client=gemini-cli) [Clanker setup guide](https://clankercloud.ai/learn/use-gemini-with-clanker-workspace) [Official client documentation](https://geminicli.com/docs/extensions/reference/) ### OpenClaw A disabled-by-default MCP configuration example and the same reusable role packet. 1. Inspect openclaw.config.example.json and merge just the named server into your existing configuration. Keep your other settings; the example starts disabled. 2. When ready, enable that entry, complete OAuth through the current OpenClaw sign-in flow, and run openclaw mcp doctor clanker-workspace --probe. 3. Ask for the selected role using its packaged instructions. The initial tool filter is read-first; approve any additional task access and enable only the needed tools before changing data or running work. [Download OpenClaw configuration examples](https://clankercloud.ai/downloads/business-role-kits/2026-10-27/openclaw.zip) [Review connection setup](https://workspace.clankercloud.ai/agent-connect#client=openclaw) [Clanker setup guide](https://clankercloud.ai/learn/use-openclaw-with-clanker-workspace) [Official client documentation](https://docs.openclaw.ai/tools/mcp) ### Hermes A disabled-by-default remote OAuth configuration example with reusable role Skills. 1. Inspect hermes.config.example.yaml and merge the named mcp_servers entry into your existing Hermes configuration. The example starts disabled and contains no credentials. 2. When ready, enable the entry and run hermes mcp login clanker-workspace from an interactive terminal. Use the documented SSH/headless callback setup if the agent runs remotely. 3. Reload MCP discovery and ask Hermes to call workspace_status once. Then choose a role and review the needed permissions and tools before saving or execution. [Download Hermes configuration examples](https://clankercloud.ai/downloads/business-role-kits/2026-10-27/hermes.zip) [Review connection setup](https://workspace.clankercloud.ai/agent-connect#client=hermes) [Clanker setup guide](https://clankercloud.ai/learn/use-hermes-with-clanker-workspace) [Official client documentation](https://hermes-agent.nousresearch.com/docs/user-guide/features/mcp) ### Prepare the selected role in your assistant ```text Help me prepare Operations Analyst (operations-analyst) in my Clanker Cloud Workspace. First call workspace_status once and report the granted permissions. Review the role at https://clankercloud.ai/templates/operations-analyst. Ask which existing Project to use and whether I want my own material or the authored fictional sample. Show the starting task for review. This request is preparation only: do not create a Project, Agent or Session, upload files, run work, connect another service or send anything. Wait for my task instruction before making changes. ``` Clanker MCP endpoint: https://workspace.clankercloud.ai/mcp Review the files before installing. Client setup can contact the MCP endpoint; account access needs your browser approval. Work uses your available Clanker credits when you run it. Your assistant provider’s data policies also apply. ZDR, data residency and encryption are coming soon. Sources: - [Download ChatGPT and Codex plugin](https://clankercloud.ai/downloads/business-role-kits/2026-10-27/openai-plugin.zip) - [Download Gemini CLI extension](https://clankercloud.ai/downloads/business-role-kits/2026-10-27/gemini-cli.zip) - [Download OpenClaw configuration examples](https://clankercloud.ai/downloads/business-role-kits/2026-10-27/openclaw.zip) - [Download Hermes configuration examples](https://clankercloud.ai/downloads/business-role-kits/2026-10-27/hermes.zip) - [Inspect package files and checksums](https://clankercloud.ai/downloads/business-role-kits/2026-10-27/manifest.json) ## Choose access before adding business data Use only material you are permitted to supply and review the selected Tools and approval mode. ZDR, data residency and encryption are coming soon. Do not use these planned capabilities as current deployment guarantees. Sources: - [Workspace trust center](https://clankercloud.ai/learn/workspace-security-and-data-controls) - [Current pricing and usage](https://clankercloud.ai/pricing) ## Sample files Fictional inputs. Download and add to your Project. - [weekly-capacity.csv](https://clankercloud.ai/templates/operations-analyst-files/weekly-capacity.csv): Fictional weekly role hours, unavailable time and existing commitments. - [incoming-work.csv](https://clankercloud.ai/templates/operations-analyst-files/incoming-work.csv): Three fictional requests with role-specific effort estimates. - [planning-instructions.md](https://clankercloud.ai/templates/operations-analyst-files/planning-instructions.md): The fictional reporting week and the rules for comparing capacity. ## Try this prompt Review the kit in Workspace, then choose an editable draft. Signing in does not start work. ```text Role: Operations Analyst Read the current capacity export, requests and planning rules. Calculate free hours once per role; keep role hours separate. Show request gaps and decisions before proposing commitments. Access: Project files and spreadsheet/file-generation Tools. Add cloud compute only if the workbook task needs it. No calendar or messaging access is needed for this sample. Human review: Check the capacity arithmetic and role gaps. Have the planning owner agree assignments, dates and any overtime separately. Use only supplied or explicitly permitted sources. Ask about missing facts. Never claim a file, connection, publication or customer action succeeded without evidence. Do not send messages, connect services, publish, schedule work or change live records without explicit approval. Test on the fictional packet before using real business material. Use the fictional source packet below as the supplied material for this Session. It is inline text, not automatically attached Project files. Label the results fictional. Use weekly-capacity.csv, incoming-work.csv and planning-instructions.md in the source packet below. Save capacity-plan.xlsx with gross hours, unavailable hours, commitments, remaining capacity and incoming demand by role. Save planning-brief.md with the role-specific gaps and proposed options for owner review. Do not treat role hours as interchangeable, subtract time twice, schedule requests or contact anyone. --- weekly-capacity.csv --- role,weekly_hours,unavailable_hours,committed_hours delivery,40,8,28 design,32,0,28 operations,24,4,12 --- incoming-work.csv --- request_id,role,estimated_hours,status W01,design,10,proposed W02,delivery,6,proposed W03,operations,4,proposed --- planning-instructions.md --- # Studio capacity brief Fictional team. Plan the week beginning 26 October 2026. Weekly hours are gross capacity. Subtract unavailable time and committed work once. Role hours are not interchangeable. Incoming requests are proposed, not scheduled. Prepare options for the owner. Do not approve overtime, move dates, assign work or notify anyone. ``` ## Illustrative result Fictional sample; your result depends on your inputs and needs review. ```text # Weekly capacity — planning draft Remaining: delivery 4 hours; design 4 hours; operations 8 hours. Total: 16 hours. Incoming requests: design 10 hours; delivery 6 hours; operations 4 hours. Decision points: design needs 6 more hours and delivery 2 more hours. The operations request fits, leaving 4 operations hours. Next conversation: agree scope, sequencing or revised estimates. No new work has been scheduled. Illustrative draft using fictional data. ``` ## Before using the result - Each role’s remaining hours follow the source definitions. - The brief shows the design and delivery gaps separately. - The owner can compare options before agreeing work. ## Common questions ### Does this kit install or run an Agent? Client packages add reusable instructions or reviewed connection configuration to supported assistants. They do not create an Agent in Clanker or run a business task. Review the kit, configure your Clanker Agent if wanted and choose when to run the task. Opening a Session draft does not send its prompt. ### Can I use my existing assistant? You can work directly in Clanker or use the documented ChatGPT/Codex, Claude, Gemini, OpenClaw or Hermes setup. Downloadable packages and configuration examples include the same fictional inputs and prompts. Official directory submission and authenticated client acceptance are pending; availability depends on the client, account and permissions. ## Sources - [Connect your assistant](https://clankercloud.ai/workspace-agents) - [All business role kits](https://clankercloud.ai/role-kits) ## Related - [See what the week can hold before you promise the work.](https://clankercloud.ai/templates/team-capacity-plan) - [Give your next business task a specialist.](https://clankercloud.ai/role-kits) - [Build AI Agents for the work your business repeats.](https://clankercloud.ai/learn/ai-agent-factory) [Open Workspace](https://workspace.clankercloud.ai/#start=operations-analyst) [Current pricing and usage](https://clankercloud.ai/pricing)