Complete AI Training
Sign inGet my AI kit

Your job's AI kit

Get your AI kit

Tell us who you are and what you do. We show you your kit right away and email you the link: skills, prompts, AI agents, MCP servers and courses for your job.

500+ jobs ready, and we make a kit for any other job. No payment needed to look.

Share

AI agent for demand planners

New Product Analog Forecast Agent

The new product has a defensible forecast before launch and a corrected one within weeks.

New Product Analog Forecast Agent: what goes in, what the agent does and what you get

What it does

A launch is two months away, and the forecast is a number someone picked in a meeting. This agent finds similar past launches by category, price, channel, season and target customer. It adjusts each analog for differences, such as a higher price or a weaker channel, and builds a forecast curve with a range. After launch, it tracks actual sales in the first weeks and compares them with the curve. If actuals run off the curve, it re-weights the analogs or changes the shape and produces a new forecast. It explains each change in plain words. The planner approves the forecast and each revision. Edge case: the launch coincides with a promotion that the analogs did not have.

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, continueApprovedNoNo 1 STARTS WHEN New product added to the plan 2 USES A TOOL Search past launches for similar products 3 DOES Score similarity by category, price, channel, seasonand customer 4 CHECKS THE RESULT Are there at least 3 good analogs? If not: widen the category and time range and rescore.Back to step 2. 5 DOES Adjust each analog for price, channel and promotiondifferences 6 DOES Build the forecast curve with a low and high range 7 YOU APPROVE Planner approves the launch forecast 8 USES A TOOL After launch, pull weekly actual sales 9 CHECKS THE RESULT Are actuals inside the range? If not: re-weight the analogs or reshape the curve andexplain the change. Back to step 4. 10 YOU APPROVE Planner approves each revision 11 RESULT Forecast set and tracked
Read the steps as a list
  1. New product added to the plan
  2. Search past launches for similar products
  3. Score similarity by category, price, channel, season and customer
  4. Are there at least 3 good analogs?If not: widen the category and time range and rescore. Back to step 2.
  5. Adjust each analog for price, channel and promotion differences
  6. Build the forecast curve with a low and high range
  7. Planner approves the launch forecastThe agent waits here for your OK.
  8. After launch, pull weekly actual sales
  9. Are actuals inside the range?If not: re-weight the analogs or reshape the curve and explain the change. Back to step 4.
  10. Planner approves each revisionThe agent waits here for your OK.
  11. Forecast set and tracked

How it decides

It picks 3 to 5 analogs scoring highest on similarity and re-weights them when actuals miss the range by 20 percent for two weeks.

  • Use 3 to 5 analogs with the highest similarity.
  • Revise when actuals miss the range for 2 weeks in a row.
  • Adjust for known promotions before comparing.
  • Report the range with the single number.

Make it yours

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

  • Similarity factors and weights
  • Number of analogs (default 3 to 5)
  • Revision trigger (default 20 percent for 2 weeks)
  • Tracking weeks

What keeps you in control

It always asks you first

  • Planner approves the launch forecast
  • Planner approves each revision

Hard limits

  • Show the analogs behind each forecast
  • Do not place purchase orders itself

It stops when

  • Done: 8 weeks tracked and forecast stable.
  • Stop: no usable analogs, so the planner sets a manual forecast.

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 happensA new 750 ml bottle priced at 14 dollars had 4 analogs. The agent forecast 3,200 units in 8 weeks with a range of 2,600 to 3,900. After week 3, actuals ran 24 percent above the top of the range for two weeks, so the check failed. It found the launch overlapped a promotion, reweighted one analog and raised the forecast to 4,100. The planner approved it.

More agents for demand planners