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AI agent for no-code developers

Client Change Request Impact Agent

Deliver client changes without side effects and with an accurate estimate

Client Change Request Impact Agent: what goes in, what the agent does and what you get

What it does

A client asks for one new field on a form, and it quietly breaks a report, a flow and a permission rule. For each change request, this agent maps what the request touches: tables, fields, automations, screens, permissions and integrations. It drafts an estimate with the hours for the change and the testing. After the builder and client agree, it builds the change in a test copy, runs the regression tests for everything on the map, and lists failures. It loops: fix, retest, until the tests pass. It then writes release notes for the client. The builder and client approve the release. Edge case: the new field changes a value used in an export file the client's accounting system reads, so the agent flags the integration.

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
ApprovedYes, continueApprovedNo 1 STARTS WHEN Change request received 2 USES A TOOL Map tables, fields, flows, screens, permissions andintegrations affected 3 DOES Draft the estimate and risks 4 YOU APPROVE Builder and client approve the estimate 5 USES A TOOL Build the change in a test copy 6 USES A TOOL Run regression tests on every item on the map 7 CHECKS THE RESULT Do all regression tests pass? If not: fix the failures in the test copy and run thetests again. Back to step 5. 8 DOES Write release notes and a rollback plan 9 YOU APPROVE Builder and client approve the release 10 RESULT Released change with notes and test record
Read the steps as a list
  1. Change request received
  2. Map tables, fields, flows, screens, permissions and integrations affected
  3. Draft the estimate and risks
  4. Builder and client approve the estimateThe agent waits here for your OK.
  5. Build the change in a test copy
  6. Run regression tests on every item on the map
  7. Do all regression tests pass?If not: fix the failures in the test copy and run the tests again. Back to step 5.
  8. Write release notes and a rollback plan
  9. Builder and client approve the releaseThe agent waits here for your OK.
  10. Released change with notes and test record

How it decides

It lists everything linked to the changed items, estimates effort from the size of that map, and releases only when every regression test on the map passes.

  • Include every integration and export on the impact map
  • Add a half day to the estimate for each affected automation
  • Require all regression tests to pass before release
  • Flag any change to a field used in a report or external file

Make it yours

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

  • Hourly rate and estimate rules
  • Regression test list
  • Systems to include in the map
  • Release notes style
  • Client approval method

What keeps you in control

It always asks you first

  • Builder and client approve the estimate
  • Builder and client approve the release

Hard limits

  • Never change the live app before approval
  • Never promise a date, only an estimate

It stops when

  • Done: the change is released with a passing test record
  • Stop: the request conflicts with an existing rule and the client must decide

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 happensA client asked for a Discount field on orders. The map showed 3 flows, 2 reports, one permission rule and a nightly export to their accounting tool. The agent estimated 7 hours. In the test copy, the export test failed because the new field shifted a column, so the check failed. The agent moved the field to the end of the export and retested. All 24 tests passed and both parties approved.

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