AI agent for vice president of business developments
Partnership Opportunity Screening Agent
Each partnership proposal is scored on the same criteria with open questions answered.
What it does
Partnership proposals are judged on the pitch and by whoever reads them first. There is no consistent screen for fit, overlap or conflict. This agent reads the proposal, researches the partner, checks fit with the strategy criteria, flags overlaps with current partners and conflicts, scores the proposal and lists open questions. After answers it rescores. It decides by weighted criteria set by the leader. It also compares the proposal with how earlier proposals were decided, so the screen stays consistent from one leader or year to the next. A proposal with key questions unanswered is marked incomplete, not scored high or low. The leader keeps the final say. Edge case: a proposed partner works closely with a current partner's competitor, so the agent flags the conflict.
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
- A proposal arrives
- Read the proposal and research the partner
- Score against the strategy criteria
- Check overlaps with current partners and conflicts
- List open questions
- Leader approves the questions sentThe agent waits here for your OK.
- Read the answers and rescore
- Is the score reliable with every key question answered?If not: ask the remaining questions and rescore. Back to step 3.
- Draft the recommendation and response options
- Scored proposal
How it decides
It scores against weighted criteria: fit, reach, risk, overlap and cost. It flags a conflict when the partner serves a rival of a current partner.
- Score each criterion on a fixed scale
- Flag any partner serving a competitor of a current partner
- Mark a proposal incomplete if key questions are unanswered
- Compare to past decisions
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Criteria and weights
- Conflict rules
- Question wording
- Score threshold
- Response options
What keeps you in control
It always asks you first
- Leader approves questions sent and the final response
Hard limits
- Never respond to the partner
- Never share the proposal outside the team
It stops when
- Done: scored and answered
- Stop: the partner will not answer key questions
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
