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AI agent for diversity and inclusion managers

Employee Resource Group Program Agent

ERGs run planned programs within budget with measured results

Employee Resource Group Program Agent: what goes in, what the agent does and what you get

What it does

Employee resource groups run events, mentoring and awareness activities on a set budget, and volunteer leaders get stretched. Each month this agent collects every group's plans and spending. It checks event plans for missing approvals and accessibility needs, and confirms that events with outside speakers have an approved contract before promotion. After events it gathers attendance and feedback. It then checks whether each group is on track with its yearly goals and budget; spending off by 20% is flagged. When a group is off track, such as one whose leader has gone quiet, it flags it and suggests support. The manager approves budgets and plans. Edge case: an event with an outside speaker is never promoted until the contract is approved.

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 Monthly review 2 USES A TOOL Collect ERG plans and spending 3 DOES Check event plans for approvals and accessibility 4 CHECKS THE RESULT Does every event with an outside speaker have anapproved contract? If not: hold promotion and send the contract forapproval. Back to step 3. 5 USES A TOOL Gather attendance and feedback 6 CHECKS THE RESULT Is each group on track with goals and budget? If not: flag the group and suggest support. Back to step2. 7 DOES Draft the quarterly ERG summary 8 YOU APPROVE Manager approves budgets and plans 9 RESULT Quarterly ERG report
Read the steps as a list
  1. Monthly review
  2. Collect ERG plans and spending
  3. Check event plans for approvals and accessibility
  4. Does every event with an outside speaker have an approved contract?If not: hold promotion and send the contract for approval. Back to step 3.
  5. Gather attendance and feedback
  6. Is each group on track with goals and budget?If not: flag the group and suggest support. Back to step 2.
  7. Draft the quarterly ERG summary
  8. Manager approves budgets and plansThe agent waits here for your OK.
  9. Quarterly ERG report

How it decides

Groups are flagged when spending is off by over 20% or goals are behind.

  • Budget off by 20% flagged
  • Accessibility checked for every event
  • Outside speakers need contracts

Make it yours

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

  • Budget threshold
  • Goals per group
  • Report frequency
  • Accessibility checklist

What keeps you in control

It always asks you first

  • Manager approves budgets and plans

Hard limits

  • Never spends money
  • Members' identities kept private

It stops when

  • Done: quarter report
  • Stop: ERG disbanded

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 happensBy Q3 the veterans ERG had spent 5% of its budget and held one event, so the on-track check failed and the agent flagged it. The manager learned the leader had left the company. A new co-lead was found and two events planned. One featured an outside speaker, so the agent held promotion until legal approved the contract on Sep 12. The manager then approved the plan.

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