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AI agent for chief compliance officers

Board Compliance Report Agent

An accurate, clear board compliance report

ReportingComplianceQuality controlLegalManagement
See how it worksGet access
Board Compliance Report Agent: what goes in, what the agent does and what you get

What it does

Board compliance reports pull numbers from many systems, and one wrong figure undermines trust in the whole report. Each quarter this agent pulls metrics from the case system, training records, the regulatory change log, audits, testing and complaints. It compares them with prior quarters, explains any metric change over 25 percent, and highlights open high-risk findings older than 90 days. It drafts narrative sections. It then checks each metric against its source system as of quarter end and confirms that open findings match the tracker. If a figure does not match, it re-pulls the data or asks the owner, and checks again. The CCO edits and approves the report before it goes to the board or risk committee. Edge case: a finding was closed after quarter end, so the agent reports it as open at quarter end with a note on the closure.

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, continueApprovedNo 1 STARTS WHEN Quarter ends 2 USES A TOOL Pull metrics from source systems 3 DOES Compare to prior quarters 4 DOES Draft narrative 5 CHECKS THE RESULT Do figures match source systems at quarter end? If not: re-pull or ask the owner. Back to step 2. 6 YOU APPROVE CCO approves report 7 RESULT Report sent to the board
Read the steps as a list
  1. Quarter ends
  2. Pull metrics from source systems
  3. Compare to prior quarters
  4. Draft narrative
  5. Do figures match source systems at quarter end?If not: re-pull or ask the owner. Back to step 2.
  6. CCO approves reportThe agent waits here for your OK.
  7. Report sent to the board

How it decides

It uses quarter-end data and checks each figure against the source system.

  • High-risk finding open over 90 days: highlight
  • Metric change over 25%: explain
  • Post-quarter closure: note

Make it yours

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

  • Metrics included
  • Report template
  • Trend periods
  • Highlight rules

What keeps you in control

It always asks you first

  • Sending to the board

Hard limits

  • Never sends to the board
  • Never changes findings

It stops when

  • Done: report sent
  • Stop: source data missing

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 happensFor Q3, the agent pulled metrics from the case system, training records and the audit tracker. It drafted the narrative and showed open high-risk findings up from 4 to 6. The check failed: the tracker showed 5 open findings, not 6. One was closed on October 3, after quarter end. The agent re-pulled the data and reported 6 open at September 30 with a note. The CCO edited the trends section and approved the board report.

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