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AI agent for innovation strategists

Emerging Technology Fit Assessment Agent

A reasoned recommendation to pilot, wait or reject a technology based on company fit.

Emerging Technology Fit Assessment Agent: what goes in, what the agent does and what you get

What it does

A hot technology gets a pilot because the CEO read an article, and months later nobody can say what problem it solved. This agent takes a technology, finds use cases, checks maturity, cost and risk, and tests fit against company needs. It drafts a pilot proposal or a reject note and rechecks its assumptions. It lists what must be true for the technology to work, such as data, skills or budget, and checks each one with sources. A pilot proposal includes a small scope, a success measure and a stop rule, so the team can try it without a large commitment. Edge case: a technology is promising but needs data the company lacks, so the agent notes the prerequisite. The strategist approves recommendations.

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, continueYes, continueApprovedNoNo 1 STARTS WHEN Technology proposed for review 2 USES A TOOL Research the technology, vendors and use cases 3 USES A TOOL Check maturity, cost and risk 4 DOES Test fit against company needs 5 CHECKS THE RESULT Does the technology meet at least two needs atacceptable cost and maturity? If not: test other use cases or lower the scope. Back tostep 3. 6 DOES Check assumptions against sources 7 CHECKS THE RESULT Do all assumptions hold? If not: revise the conclusions. Back to step 4. 8 DOES Draft a pilot proposal or a reject note 9 YOU APPROVE Strategist approves the recommendation 10 RESULT Technology fit memo
Read the steps as a list
  1. Technology proposed for review
  2. Research the technology, vendors and use cases
  3. Check maturity, cost and risk
  4. Test fit against company needs
  5. Does the technology meet at least two needs at acceptable cost and maturity?If not: test other use cases or lower the scope. Back to step 3.
  6. Check assumptions against sources
  7. Do all assumptions hold?If not: revise the conclusions. Back to step 4.
  8. Draft a pilot proposal or a reject note
  9. Strategist approves the recommendationThe agent waits here for your OK.
  10. Technology fit memo

How it decides

It tests the technology against stated company needs and recommends a pilot only when fit, maturity and cost pass.

  • Pilot only if it meets at least two stated needs.
  • Immature technology with no vendor support waits.
  • Show costs with sources.
  • List prerequisites such as data or skills.

Make it yours

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

  • Needs list
  • Maturity criteria
  • Cost thresholds
  • Pilot size
  • Memo format

What keeps you in control

It always asks you first

  • The final recommendation

Hard limits

  • Do not buy or sign anything.
  • Do not cite vendor claims as facts.

It stops when

  • Done: memo approved
  • Stop: not enough reliable information, so the agent recommends waiting

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 team asks about a new voice-agent platform. The agent finds three use cases, but only one meets a stated need, call triage. The fit check fails, so it narrows scope. An assumption about cost per call is wrong by a factor of two when rechecked. The recalculation still fits. The agent drafts a small pilot and the strategist approves it.

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