AI agent for chief executing officers
Innovation Pipeline Stage Review Agent
Regular evidence-based decisions for every idea in the pipeline
What it does
Innovation portfolios need regular decisions on which ideas move forward, but ideas often linger without evidence. This agent tracks each idea's stage, spend, evidence gathered and time in stage. Before the monthly review, it compares evidence with the stage exit criteria, such as customer evidence or a working prototype. It asks owners for missing evidence and checks what they submit; ideas without the needed evidence are marked not ready. Ideas over twice the stage time limit are flagged as stalled, and it checks portfolio balance across horizons. It drafts a review pack with suggested decisions to advance, pivot or stop. The innovation lead and sponsors decide. Paused clocks need a dated reason. Edge case: an idea depends on a delayed partner pilot, so the agent pauses its clock with a note.
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
- Monthly review approaches
- Pull idea status, spend and evidence
- Compare evidence with stage exit criteria
- Ask owners for missing evidence
- Does each idea have the evidence needed for a decision?If not: mark as not ready and note what is missing. Back to step 4.
- Flag ideas past time limits and check portfolio balance
- Draft review pack
- Innovation lead and sponsors decideThe agent waits here for your OK.
- Decisions logged
How it decides
It compares evidence with stage exit criteria and flags ideas past the time limit for that stage.
- Ideas over 2x the stage time limit flagged as stalled
- Missing evidence means not ready
- Paused clocks need a dated reason
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Stage criteria
- Time limits per stage
- Review frequency
- Portfolio horizons
What keeps you in control
It always asks you first
- Advance, pivot or stop decisions
- Funding releases
Hard limits
- Never stops or funds ideas itself
- Owner names not used to rank people
It stops when
- Done: decisions logged
- Stop: portfolio frozen
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
