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AI agent for compliance analysts

Chemical Inventory Regulatory Threshold Agent

Every chemical is checked against reporting and storage limits, with required filings and risks identified before deadlines

Chemical Inventory Regulatory Threshold Agent: what goes in, what the agent does and what you get

What it does

Chemical quantities creep up through the year, and a site can pass a reporting or storage threshold without anyone noticing. Each month this agent reads the inventory and compares each substance to its reporting thresholds and storage limits. It forecasts which substances will cross a threshold using purchases and usage trends. For substances at risk, it flags the required report and its due date, and it checks storage compatibility such as incompatible classes held in the same area. After inventory changes it recalculates. The compliance lead approves every filing. Edge case: two containers of the same substance are counted under different names, so the agent merges them and the total crosses the threshold.

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 Monthly inventory update arrives 2 USES A TOOL Read the inventory and normalize substance names 3 DOES Sum quantities by substance across locations 4 CHECKS THE RESULT Are duplicate names and units resolved? If not: merge duplicates by CAS number and rerun. Backto step 3. 5 USES A TOOL Compare totals to reporting and storage thresholds 6 DOES Forecast next quarter's peak from purchase and usagetrends 7 DOES Check storage compatibility for each area 8 CHECKS THE RESULT Is every threshold crossing or near-crossingexplained? If not: request clarification from the storage owner andrecalculate. Back to step 4. 9 DOES Draft the list of required reports with due dates 10 YOU APPROVE Compliance lead approves filings 11 RESULT Threshold report and filing calendar
Read the steps as a list
  1. Monthly inventory update arrives
  2. Read the inventory and normalize substance names
  3. Sum quantities by substance across locations
  4. Are duplicate names and units resolved?If not: merge duplicates by CAS number and rerun. Back to step 3.
  5. Compare totals to reporting and storage thresholds
  6. Forecast next quarter's peak from purchase and usage trends
  7. Check storage compatibility for each area
  8. Is every threshold crossing or near-crossing explained?If not: request clarification from the storage owner and recalculate. Back to step 4.
  9. Draft the list of required reports with due dates
  10. Compliance lead approves filingsThe agent waits here for your OK.
  11. Threshold report and filing calendar

How it decides

Quantities are summed by substance name and CAS number. A substance is at risk when the forecast peak reaches 90% of a threshold.

  • Flag a substance when the forecast reaches 90% of a threshold
  • Merge records with the same CAS number
  • Flag incompatible classes in the same storage area
  • Treat missing units as an error, not a guess

Make it yours

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

  • Alert percentage of threshold (default 90%)
  • Thresholds that apply to the site
  • Forecast window (default 3 months)
  • Storage compatibility rules

What keeps you in control

It always asks you first

  • Regulatory filings
  • Changes to storage layout

Hard limits

  • Never files a report
  • Never changes the inventory data

It stops when

  • Done: all substances checked and filings prepared
  • Stop: inventory data is incomplete

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 happensThe June inventory listed 9,200 pounds of ammonia nitrate at Building B and 1,100 pounds under a variant name at Building D. The merge check failed until the agent combined them to 10,300 pounds against a 10,000 pound threshold. It flagged a required report and found the substance stored near a fuel container. The compliance lead approved the filing and moved the storage.

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