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AI agent for employee relations specialists

Manager Coaching Follow-up Agent

Confirm that coaching actions were done and that the original issue has not returned.

Manager Coaching Follow-up Agent: what goes in, what the agent does and what you get

What it does

After an incident, the specialist coaches a manager and the manager agrees to some actions: weekly one-to-ones, clearer feedback, a fairer way to hand out shifts. Then the specialist moves on to the next case and nobody checks if those changes happened. This agent records the agreed actions with dates, schedules check-ins, and reads later signals for that team, such as new case notes, pulse survey scores and turnover. It asks the manager for short updates and compares their answers with the data. If a signal suggests the issue is returning, it flags it with the evidence and drafts a message for the specialist to send. It never rates the manager. Edge case: a small team where survey results could identify individuals is reported only as an average.

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
ApprovedYes, continueYes, continueNoNo 1 STARTS WHEN Coaching session ends 2 DOES Record each agreed action with an owner and date 3 USES A TOOL Schedule 30, 60 and 90 day check-ins 4 USES A TOOL Draft a short update request to the manager 5 YOU APPROVE Specialist approves the message before it is sent 6 USES A TOOL Read new cases, survey scores and turnover for theteam 7 CHECKS THE RESULT Did the manager complete the agreed actions on time? If not: Ask the manager what blocked each action andreset the date. Back to step 5. 8 CHECKS THE RESULT Are the team signals at or better than the baseline? If not: Flag the worsening signals with evidence andpropose a coaching refresh. Back to step 6. 9 RESULT Follow-up report and next check-in date
Read the steps as a list
  1. Coaching session ends
  2. Record each agreed action with an owner and date
  3. Schedule 30, 60 and 90 day check-ins
  4. Draft a short update request to the manager
  5. Specialist approves the message before it is sentThe agent waits here for your OK.
  6. Read new cases, survey scores and turnover for the team
  7. Did the manager complete the agreed actions on time?If not: Ask the manager what blocked each action and reset the date. Back to step 5.
  8. Are the team signals at or better than the baseline?If not: Flag the worsening signals with evidence and propose a coaching refresh. Back to step 6.
  9. Follow-up report and next check-in date

How it decides

Compares each agreed action's status and the team's later signals against the baseline from the incident, and flags a return only when two independent signals worsen.

  • A signal counts as worse if it drops 10% or more from baseline
  • One worsening signal is watched, two trigger a flag
  • Teams under 6 people get averages only
  • Action overdue by 14 days triggers a manager reminder

Make it yours

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

  • Check-in dates (default 30, 60, 90 days)
  • Worsening threshold (default 10%)
  • Minimum team size for reporting (default 6)
  • Which signals to watch
  • Reminder wording

What keeps you in control

It always asks you first

  • Every message to a manager
  • Any decision to reopen a case
  • Any report shared beyond the specialist

Hard limits

  • Never share survey answers that identify individuals
  • Never judge the manager's performance

It stops when

  • Done: 90 day check passed
  • Stop: manager leaves the team
  • Stop: formal case opened

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 coaching a manager on shift fairness, the agent sets 30-day actions. At day 30 the manager reports one-to-ones are done, but the team's pulse score for fairness fell from 3.8 to 3.3. The check fails. The agent flags it and adds two new overtime complaints as evidence. The specialist approves a message offering a second session and the agent resets the check to day 45.

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