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AI agent for category managers

Promotion Post-Evaluation Agent

Every promotion evaluated on incremental profit

Promotion Post-Evaluation Agent: what goes in, what the agent does and what you get

What it does

Promotions should add sales and profit, not just move them from other weeks or products. After each promotion ends, this agent pulls sales and the promotion's terms, then builds a baseline of what would have sold without it. It checks that the baseline is clean. If last year's comparison period had a different event, such as a holiday, it adjusts the baseline and checks again. It measures cannibalization of other products and stock-up effects in the four weeks after, when customers may buy less. It then calculates incremental margin after supplier funding. Based on the result, it drafts a verdict to repeat, change or stop the promotion; negative incremental profit means stop. The category manager approves the verdict, which goes into the promotion log. Edge case: when a supplier funded the promotion, the agent includes that funding before judging profit.

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 ends 2 USES A TOOL Pull sales and terms 3 DOES Build baseline 4 CHECKS THE RESULT Is the baseline free of other events? If not: adjust baseline. Back to step 3. 5 DOES Measure cannibalization and stock-up 6 USES A TOOL Draft verdict 7 YOU APPROVE Category manager approves 8 RESULT Promotion log updated
Read the steps as a list
  1. Promotion ends
  2. Pull sales and terms
  3. Build baseline
  4. Is the baseline free of other events?If not: adjust baseline. Back to step 3.
  5. Measure cannibalization and stock-up
  6. Draft verdict
  7. Category manager approvesThe agent waits here for your OK.
  8. Promotion log updated

How it decides

It calculates incremental profit including cannibalization and stock-up.

  • Negative incremental profit means stop
  • Funding included
  • Stock-up checked for 4 weeks

Make it yours

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

  • Baseline method
  • Stock-up window
  • Verdict rules
  • Report

What keeps you in control

It always asks you first

  • Repeat decisions

Hard limits

  • No price changes
  • No supplier contact

It stops when

  • Done: logged
  • Stop: data missing

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 two-for-one cereal promotion ends on May 19. The agent builds a baseline from 8 prior weeks. The check fails: a competitor store closed nearby in week 5, which inflated the baseline. The agent drops those weeks and rebuilds it from weeks 1 to 4. Lift is 38%, but cannibalization from other cereals takes 14 points, and stock-up lowers the next two weeks. The category manager approves a "do not repeat" verdict.

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