AI agent for nonprofit program managers
Delegation Brief Completion Agent
Every delegated task starts with a complete brief.
What it does
Delegated tasks often lack the context needed to start, such as the outcome, deadline, authority or reference material. When a manager delegates a task, this agent checks the brief for each required element. It asks the manager targeted questions about what is missing, starting with the expected outcome and the decision authority. When answers conflict, for example a tight deadline with a broad scope, it keeps the conflict visible in the brief. It assembles an actionable delegation brief and the manager assigns the work. It never assigns work or changes authority itself. Edge case: the manager names a budget but not who can approve spending, so the agent asks.
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.
Read the steps as a list
- Task delegated
- Read the delegation request
- Identify missing brief elements
- Is the brief complete?If not: ask the manager a targeted question. Back to step 3.
- Note conflicting expectations
- Assemble the brief
- Manager assigns the taskThe agent waits here for your OK.
- Delegation brief
How it decides
It asks about the elements that most block starting.
- Ask about outcome and authority first.
- Keep conflicting expectations visible.
- Ask at most three questions per round.
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Required brief elements
- Question style and channel
- Brief template
- Who assigns the work
What keeps you in control
It always asks you first
- Assigning work
- Changing authority
Hard limits
- No assignment itself.
It stops when
- Done: brief complete.
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.
- 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
