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AI agent for ai consultants

AI Opportunity Assessment Agent

A grounded shortlist of AI opportunities for the client, ranked by value and feasibility

DecisionsIT and development
See how it worksGet access
AI Opportunity Assessment Agent: what goes in, what the agent does and what you get

What it does

Clients ask consultants where AI could help, and answers driven by hype lead to failed projects. This agent interviews the client about their main processes, volumes, pain points and current tools. After each round it checks whether it knows enough to score each process. If answers are vague, it asks follow-up questions first. It then scores each process for AI fit: is it repetitive, rule-based or language-heavy, is the data available, is the value clear. It checks each candidate against what AI can reliably do today, so it does not promise the impossible. It drafts a ranked shortlist with effort, value and the data each needs. You approve the shortlist shown to the client. Edge case: a process the client is excited about but has no usable data is ranked low with the reason given, not boosted to please them.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Engagement discovery begins 2 DOES Interview the client on processes, volumes and painpoints 3 CHECKS THE RESULT Are process, volume, value and data clear for eachcandidate? If not: ask follow-up questions before scoring. Back tostep 2. 4 DOES Score each process for AI fit and data readiness 5 DOES Check each candidate against what AI can reliably dotoday 6 CHECKS THE RESULT Is every high-ranked candidate feasible with theclient's data? If not: lower its rank and record the reason. Back tostep 4. 7 DOES Draft the ranked shortlist with effort and valueestimates 8 YOU APPROVE Consultant approves the shortlist for the client 9 RESULT Opportunity shortlist delivered
Read the steps as a list
  1. Engagement discovery begins
  2. Interview the client on processes, volumes and pain points
  3. Are process, volume, value and data clear for each candidate?If not: ask follow-up questions before scoring. Back to step 2.
  4. Score each process for AI fit and data readiness
  5. Check each candidate against what AI can reliably do today
  6. Is every high-ranked candidate feasible with the client's data?If not: lower its rank and record the reason. Back to step 4.
  7. Draft the ranked shortlist with effort and value estimates
  8. Consultant approves the shortlist for the clientThe agent waits here for your OK.
  9. Opportunity shortlist delivered

How it decides

It scores each process on suitability, data readiness and value, and will not rank an opportunity as ready without usable data.

  • Rank by value times feasibility
  • Lower-rank opportunities with no usable data
  • Exclude tasks AI cannot do reliably

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Interview questions
  • Scoring weights
  • Industries in scope
  • Shortlist length

What keeps you in control

It always asks you first

  • Presenting the shortlist to the client

Hard limits

  • Does not promise unproven AI capabilities
  • Presents nothing to the client without approval

It stops when

  • Done: shortlist ranked and approved
  • Stop: the client cannot describe their processes

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensIn a February discovery at Coastal Freight Brokers, the client wanted AI to write its strategy. Volume and data answers for invoicing were vague, so the clarity check failed and the agent asked follow-ups. Invoice coding turned out to run 2,000 times a month on clean data. It ranked that first with a two-day pilot estimate and the strategy idea low. The consultant approved the shortlist.

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