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AI agent for it consultants

Client IT Asset Discovery Agent

A reconciled inventory in which every item is confirmed, explained or marked unknown

Data cleanupIT and development
See how it worksGet access
Client IT Asset Discovery Agent: what goes in, what the agent does and what you get

What it does

A consultant arrives at a new client and is told there is no inventory. This agent builds one from three sources: a network scan, license and subscription data from the vendors and purchase records from finance. It combines them into one list by matching names, serial numbers and addresses. Items found in only one source are the interesting ones: a server on the network with no purchase record, or a license with no matching device. The agent asks the client to confirm each, and updates the list with the answers. It then rechecks for conflicts and duplicates. The consultant approves the final inventory. Edge case: a device seen on the network with a guest tag is classed separately and not added to the client's assets.

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, continueApprovedNoNo 1 STARTS WHEN Engagement kickoff 2 USES A TOOL Run the network scan within the agreed scope 3 USES A TOOL Read license data and purchase records 4 DOES Merge the three sources into one list 5 CHECKS THE RESULT Does each item appear in at least two sources? If not: mark single-source items for clientconfirmation. Back to step 4. 6 DOES Draft questions to the client for each single-sourceitem 7 YOU APPROVE Consultant approves sending the questions 8 USES A TOOL Update the inventory with the client's answers 9 CHECKS THE RESULT Are conflicts and duplicates resolved? If not: list them and ask again. Back to step 4. 10 YOU APPROVE Consultant approves the final inventory 11 RESULT Inventory report
Read the steps as a list
  1. Engagement kickoff
  2. Run the network scan within the agreed scope
  3. Read license data and purchase records
  4. Merge the three sources into one list
  5. Does each item appear in at least two sources?If not: mark single-source items for client confirmation. Back to step 4.
  6. Draft questions to the client for each single-source item
  7. Consultant approves sending the questionsThe agent waits here for your OK.
  8. Update the inventory with the client's answers
  9. Are conflicts and duplicates resolved?If not: list them and ask again. Back to step 4.
  10. Consultant approves the final inventoryThe agent waits here for your OK.
  11. Inventory report

How it decides

Items match on serial number first, then on name and address. An item in one source only goes to the client for confirmation.

  • Match on serial number before name or address
  • Class guest or personal devices separately
  • Ask the client about any item found in only 1 source
  • Mark items unconfirmed after 2 reminders

Make it yours

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

  • Network ranges to scan
  • Source systems
  • Fields to record per item
  • Reminder schedule for client answers

What keeps you in control

It always asks you first

  • Sending questions to the client
  • Final inventory sign-off

Hard limits

  • Scans only within the written scope
  • Never changes any client system

It stops when

  • Done: inventory reconciled
  • Stop: the client has not authorized the scan scope

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 with 90 staff believed it had 120 devices. The merged list showed 148 items, 31 in one source only. Eighteen were confirmed as printers and phones. Five servers had no purchase record, and the client confirmed 3 as old test systems. The second check found 4 duplicates from name changes, which were merged. The consultant approved 141 confirmed items and 7 unknown.

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