AI agent for health and safety specialists
Permit-to-Work Verification Agent
No permit reaches approval with a missing or out-of-date safety check.
What it does
Hot work and confined space permits are signed under time pressure, and a missing gas test or isolation can be missed. For each permit request the agent reads the form and the work details, then checks that the required isolations are recorded, the gas test is in date and in range, the people named are trained and certified, and no other job in the area conflicts, such as welding near a fuel line. It lists each gap and sends it back to the requester. After corrections, it checks the permit again and only passes it when every item is clear. A person must approve before work begins, and the agent can never issue a permit. Edge case: a gas test older than the allowed time forces a fresh test.
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
- Permit request submitted
- Read the permit, work scope and location
- Check isolations, gas tests, training and active permits
- List every missing, expired or conflicting item
- Send the gaps back to the requester
- Are all items now complete and in date?If not: Return the permit to the requester with the exact gaps and recheck after each change. Back to step 3.
- Recheck gas test age and nearby jobs just before work
- Is the gas test still valid and the area free of conflicts?If not: Block the start, request a fresh test or reschedule the conflicting job. Back to step 3.
- Authorized person reviews and signs the permitThe agent waits here for your OK.
- Verified permit file with the check log
How it decides
It checks each required item against its record and blocks approval on any gap or conflicting job.
- Gas test must be inside the allowed age and range
- All named workers need current training
- Hot work near flammable lines is a conflict
- Any gap blocks approval
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Gas test maximum age
- Required checks by permit type
- Conflict distance rules
- Who receives gap lists
- Recheck time before start
What keeps you in control
It always asks you first
- Authorized person approves before work begins
- Authorized person approves any exception
Hard limits
- Never issue or sign a permit
- Never override a failed check
- Never mark an item clear without a record
It stops when
- Done: all checks clear and the permit is signed
- Stop: a hazard or conflict is found that cannot be fixed
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
