AI agent for sustainability analysts
Disclosure Framework Gap Agent
Know before the deadline which disclosures are met and which need work, with owners and dates.
What it does
Sustainability reporting standards are updated, new ones arrive, and the work to meet every required disclosure is often discovered close to the deadline. This agent takes the framework or frameworks the company must report under, breaks them into individual disclosure requirements, and compares each with the data and text the company already has. It marks each as met, partly met or missing, and lists the owner, the data needed and the due date. It tracks fixes as owners respond, and rechecks each item when new data or text arrives. It also watches for changes to the framework itself and updates the list. It never submits a report. The analyst approves the gap list. Edge case: a disclosure that is not material under the company's assessment is recorded with the reason, not as a gap.
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
- Reporting cycle starts or framework changes
- Break the framework into individual disclosure requirements
- Compare each with data, text and the materiality assessment
- Mark each as met, partly met, missing or not material
- Assign owners, data needed and due dates
- Analyst approves the gap list and requests to ownersThe agent waits here for your OK.
- Send requests and collect new data and text
- Does the new material meet the requirement in scope and period?If not: return it to the owner with the specific shortfall. Back to step 3.
- Are all items met or justified before the deadline?If not: escalate overdue items to the analyst with a proposed plan. Back to step 4.
- Disclosure status tracker
How it decides
It marks a disclosure met only when both required data and required narrative exist and cover the requested scope and period.
- Mark met only with both data and narrative
- Record a not material item with the stated reason
- Escalate any item 14 days before the deadline
- Update the list on every framework revision
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Frameworks tracked
- Escalation window (default 14 days)
- Owner list
- Materiality list
- Tracker format
What keeps you in control
It always asks you first
- The gap list
- Every request to owners
Hard limits
- Never submit a report
- Never mark an item met without evidence
It stops when
- Done: all disclosures met or justified
- Stop: deadline passes with open items
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
