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AI agent for general managers

Industry Conference Intelligence Capture Agent

Turn event notes into routed, checked insights that owners act on.

CommunicationAutomationManagementExecutives and strategy
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Industry Conference Intelligence Capture Agent: what goes in, what the agent does and what you get

What it does

Insights from industry events are scattered across notes and badge scans and rarely reach decisions. The agent takes session notes and badge scans, extracts claims and competitor signals, and checks them against known data to see what is new and what is already known. It flags new items, routes each to the owner who can use it, and tracks follow-up. If an owner does not respond, it reminds them and, if still open, escalates. The leader approves distribution. Edge case: a competitor says it will launch in Q3, and internal data suggests Q1, so the agent marks it as a conflicting claim.

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 Event ends 2 USES A TOOL Collect session notes and badge scans 3 DOES Extract claims and competitor signals 4 USES A TOOL Compare each with the intelligence file 5 CHECKS THE RESULT Is each claim checked against known data? If not: Search other sources and mark unverified claims.Back to step 3. 6 DOES Rank new items by relevance to current decisions 7 YOU APPROVE Leader approves distribution 8 USES A TOOL Route each item to its owner 9 USES A TOOL Track follow-up 10 CHECKS THE RESULT Has each owner responded within a week? If not: Remind the owner and escalate to the leader ifstill open. Back to step 8. 11 RESULT Insight digest and follow-up log
Read the steps as a list
  1. Event ends
  2. Collect session notes and badge scans
  3. Extract claims and competitor signals
  4. Compare each with the intelligence file
  5. Is each claim checked against known data?If not: Search other sources and mark unverified claims. Back to step 3.
  6. Rank new items by relevance to current decisions
  7. Leader approves distributionThe agent waits here for your OK.
  8. Route each item to its owner
  9. Track follow-up
  10. Has each owner responded within a week?If not: Remind the owner and escalate to the leader if still open. Back to step 8.
  11. Insight digest and follow-up log

How it decides

A claim is new if it is not in the intelligence file. Conflicts with known data are marked for checking. Each item goes to the owner whose area it affects.

  • A claim contradicting internal data is marked conflicting
  • Unverified claims are labeled
  • Each item has one named owner
  • Escalate an open item after 7 days

Make it yours

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

  • Days after event to produce the digest (default 2)
  • Owners by topic
  • Escalation days (default 7)
  • Sources used to verify

What keeps you in control

It always asks you first

  • Leader approves distribution of the digest

Hard limits

  • Never shares unverified claims as facts
  • Never contacts people scanned at the event

It stops when

  • Done: all items acted on or closed
  • Stop: leader closes the digest

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 happensAfter a 3 day conference, the agent extracted 31 claims from notes and 18 badge scans. A rival said it would launch in Q3, while internal data suggested Q1. The check failed, so the agent searched filings and marked it unverified and conflicting. The leader approved distribution. Product owned that item. After 7 days with no reply, the agent reminded and then escalated.

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