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AI agent for data protection officers

Customer Data Consent and Preference Sync Agent

Consent and preferences match in every system, with unresolved records listed.

ComplianceExecutives and strategy
See how it worksGet access
Customer Data Consent and Preference Sync Agent: what goes in, what the agent does and what you get

What it does

A customer unsubscribes in the email tool but still gets marketing from the CRM, and a regulator would call that a violation. This agent compares consent records across the CRM, email platform and analytics tools and finds mismatches, such as a person opted out in one and opted in in another. It drafts corrections that follow the most recent valid choice and rechecks all systems after the sync. Records it cannot resolve, for example with no timestamp, are listed for a person. It does the comparison again before and after any bulk change to confirm counts match. Edge case: a customer's consent was given through a paper form, so the agent leaves it for manual review. The privacy owner approves any bulk change.

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 Weekly consent comparison 2 USES A TOOL Export consent records from each system 3 DOES Match people across systems by a shared ID 4 DOES Find mismatches in consent and preferences 5 CHECKS THE RESULT Can each mismatch be resolved by the most recentdated choice? If not: list it as unresolved for the privacy owner.Back to step 3. 6 DOES Draft the correction list 7 YOU APPROVE Privacy owner approves any bulk change 8 USES A TOOL Apply approved corrections 9 USES A TOOL Re-export and compare all systems 10 CHECKS THE RESULT Do all systems now agree? If not: investigate and correct the remainingmismatches. Back to step 4. 11 RESULT Consent sync report
Read the steps as a list
  1. Weekly consent comparison
  2. Export consent records from each system
  3. Match people across systems by a shared ID
  4. Find mismatches in consent and preferences
  5. Can each mismatch be resolved by the most recent dated choice?If not: list it as unresolved for the privacy owner. Back to step 3.
  6. Draft the correction list
  7. Privacy owner approves any bulk changeThe agent waits here for your OK.
  8. Apply approved corrections
  9. Re-export and compare all systems
  10. Do all systems now agree?If not: investigate and correct the remaining mismatches. Back to step 4.
  11. Consent sync report

How it decides

It trusts the most recent dated choice and treats any opt-out as binding until a valid newer opt-in exists.

  • An opt-out always wins until a valid newer opt-in exists.
  • Records with no timestamp go to a person.
  • Bulk changes over 100 records need approval.
  • Verify with a re-export after every change.

Make it yours

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

  • Systems compared
  • Matching ID
  • Bulk approval limit (default 100)
  • Frequency
  • Source priority

What keeps you in control

It always asks you first

  • Any bulk change
  • Any decision on an unresolved record

Hard limits

  • Never re-subscribe someone without a valid opt-in.
  • Do not delete consent history.

It stops when

  • Done: systems agree and unresolved records are listed
  • Stop: the matching ID is unreliable, so the agent asks the owner to fix it

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 agent compares 52,000 contacts. It finds 640 opted out in email but opted in in the CRM. For 611, the opt-out is newer, so the correction is drafted. 29 have no timestamp and go to the owner. After approval and sync, the re-export shows 3 still mismatched due to a failed sync, so the agent retries.

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