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AI agent for engineering managers

Promotion Evidence Packet Agent

Build a complete, evidence-based promotion packet mapped to the level criteria

CreatingResearchIT and developmentManagement
See how it worksGet access
Promotion Evidence Packet Agent: what goes in, what the agent does and what you get

What it does

A manager writes a promotion case the week before the deadline from what they remember, and misses the migration the engineer led nine months ago. This agent collects work evidence over the review period from tickets, code reviews, design documents and peer feedback. It maps each piece to the level criteria, such as scope, independence and influence, and finds the criteria with weak or no evidence. It asks the manager for more examples, searches again with the leads' hints, and rechecks. It then drafts the packet with evidence organized by criterion, with links, not opinions. The manager approves the packet before it goes anywhere. Edge case: strong evidence exists but belongs to a team effort, so the agent marks the person's specific part.

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, continueApprovedNo 1 STARTS WHEN Promotion cycle opens 2 USES A TOOL Read the level criteria and review period 3 USES A TOOL Collect tickets, reviews, design documents and peerfeedback 4 DOES Map each piece of evidence to a criterion 5 DOES Rate each criterion as strong, partial or missing 6 DOES Ask the manager for more examples on weak criteria 7 USES A TOOL Search again using the manager's hints 8 CHECKS THE RESULT Does every criterion have at least two strongexamples? If not: collect more evidence or mark the criterion as agap for the manager to address. Back to step 3. 9 DOES Draft the packet organized by criterion 10 YOU APPROVE Manager approves the packet 11 RESULT Promotion evidence packet
Read the steps as a list
  1. Promotion cycle opens
  2. Read the level criteria and review period
  3. Collect tickets, reviews, design documents and peer feedback
  4. Map each piece of evidence to a criterion
  5. Rate each criterion as strong, partial or missing
  6. Ask the manager for more examples on weak criteria
  7. Search again using the manager's hints
  8. Does every criterion have at least two strong examples?If not: collect more evidence or mark the criterion as a gap for the manager to address. Back to step 3.
  9. Draft the packet organized by criterion
  10. Manager approves the packetThe agent waits here for your OK.
  11. Promotion evidence packet

How it decides

It scores each criterion as strong, partial or missing by the evidence found and asks for more where it is missing or relies on a single example.

  • Require at least two examples per criterion
  • Credit only the person's own part of team work
  • Include peer feedback only with the giver's consent to share
  • Mark missing criteria honestly as gaps

Make it yours

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

  • Level criteria document
  • Review period
  • Sources searched
  • Examples needed per criterion (default 2)
  • Packet format

What keeps you in control

It always asks you first

  • Manager approves the packet
  • HR partner approves anything shared outside the manager chain

Hard limits

  • Never invent or inflate evidence
  • Never submit the packet itself

It stops when

  • Done: the packet is approved and submitted by the manager
  • Stop: criteria gaps are too large and the manager reconsiders timing

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 happensFor an engineer applying to senior, the agent found 34 work items and mapped them to 5 criteria. Scope and technical depth had strong evidence, but influence had only one example, so the check failed. The manager mentioned a mentoring program. The agent found 6 design review comments and a training doc. Influence reached two examples and the manager approved the packet.

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