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AI agent for management consultants

Client Data Request Tracker Agent

All requested client data received complete and usable on time

Document handlingManagement
See how it worksGet access
Client Data Request Tracker Agent: what goes in, what the agent does and what you get

What it does

At the start of an engagement, consultants send a data request list and then spend weeks chasing it. This agent turns the list into a tracker with client owners and due dates. When files arrive, it opens them and checks them against the request: right period, right fields and no large gaps. A file in a different format is checked for the needed fields before asking again. Incomplete files get a specific follow-up naming missing months or blank columns. It links open requests to the analyses they block. Twice a week it sends the engagement manager a status. The manager approves every message to the client.

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, continueApprovedYes, continueNoNo 1 STARTS WHEN Data request list is issued 2 USES A TOOL Build tracker with owners and due dates 3 USES A TOOL Open each received file and profile its contents 4 CHECKS THE RESULT Does the file cover the requested period and fields? If not: draft a specific follow-up naming missing monthsor fields. Back to step 3. 5 YOU APPROVE Engagement manager approves follow-ups to the client 6 CHECKS THE RESULT Did overdue requests get a reply by the new date? If not: draft a second follow-up and flag it to themanager. Back to step 5. 7 DOES Link open requests to blocked analyses 8 RESULT Status report sent to the engagement manager
Read the steps as a list
  1. Data request list is issued
  2. Build tracker with owners and due dates
  3. Open each received file and profile its contents
  4. Does the file cover the requested period and fields?If not: draft a specific follow-up naming missing months or fields. Back to step 3.
  5. Engagement manager approves follow-ups to the clientThe agent waits here for your OK.
  6. Did overdue requests get a reply by the new date?If not: draft a second follow-up and flag it to the manager. Back to step 5.
  7. Link open requests to blocked analyses
  8. Status report sent to the engagement manager

How it decides

It marks a request complete only when the file covers the requested period and fields with less than the set share of blanks.

  • More than 5% blanks in key fields means incomplete
  • Overdue items blocking analysis are listed first
  • Format differences are accepted if fields are present

Make it yours

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

  • Blank threshold (default 5%)
  • Status report days
  • Tracker tool
  • Follow-up tone

What keeps you in control

It always asks you first

  • Any message to the client

Hard limits

  • Client data stays in the engagement workspace
  • Never contacts the client without approval

It stops when

  • Done: all requests complete
  • Stop: client says data does not exist, record and tell manager

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 client sent 24 months of sales data. The check showed March to June missing and region blank in 12% of rows. The agent drafted a follow-up naming both gaps, which the manager approved. The corrected file arrived four days later and passed the second check. The status report showed the pricing analysis unblocked.

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