AI agent for engineering managers
Manager One-to-One Follow-up Agent
Every agreed one-to-one follow-up is tracked to the next meeting.
What it does
Follow-ups agreed in one-to-one meetings often disappear before the next meeting. After each one-to-one, this agent extracts only the commitments both people explicitly agreed, from approved notes. It adds them to a private follow-up board shared by the two participants. Before the next meeting, it collects updates from both people and checks each commitment against its stated done criteria. Unfinished items carry over to the next agenda. Private disclosures, such as health or family matters, never become tasks. It makes no performance judgments. Edge case: notes mention a manager suggesting a course, but the employee did not agree, so it is not added as a task.
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
- One-to-one ends
- Extract explicitly agreed commitments
- Update the private follow-up board
- Collect participant updates
- Is each commitment done by its stated criteria?If not: carry it to the next agenda. Back to step 4.
- Prepare the next agenda
- Shared private follow-up agenda
How it decides
It only tracks explicit agreements and carries unresolved ones forward.
- Track explicit agreements only.
- Private disclosures are never tasks.
- Unfinished items carry over with their history.
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Notes source
- Board location and who can see it
- Days before the meeting to collect updates (default 2)
- Agenda format
What keeps you in control
It always asks you first
- Sharing notes
- Performance judgments
- Assigning unagreed actions
Hard limits
- Private to the two participants.
It stops when
- Done: agenda prepared.
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
