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 investor relations managers

Proxy Vote Tracking Agent

A daily view of proposal outcomes, risks and a prioritized outreach plan until the meeting

MonitoringRisk managementFinance
See how it worksGet access
Proxy Vote Tracking Agent: what goes in, what the agent does and what you get

What it does

In the weeks before an annual meeting, IR and the corporate secretary check vote tallies from the proxy solicitor, compare them with what each proposal needs to pass and worry about large holders voting against management. It is done in spreadsheets and phone calls. This agent loads the daily vote report, calculates the share of shares voted and the support for each proposal against the threshold, and checks which large holders have voted and how. It flags holders with big stakes voting against management or not yet voting, and drafts outreach options that suit each holder, such as a call or a letter that restates the board's position. It reruns each day as votes arrive and adjusts the plan. The IR head and corporate secretary approve any contact. Edge case: broker non-votes are excluded from the quorum calculation.

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, continueNoNo 1 STARTS WHEN Daily vote report arrives 2 USES A TOOL Load the vote tally and holder register 3 DOES Calculate turnout and support per proposal againstthe threshold 4 CHECKS THE RESULT Does the tally reconcile with the solicitor'stotals? If not: find the difference by holder, correct the dataand recalculate. Back to step 2. 5 DOES List large holders who voted against or have notvoted 6 DOES Compare with advisor recommendations for eachproposal 7 DOES Draft outreach options for the priority holders 8 YOU APPROVE IR head and corporate secretary approve any holdercontact 9 USES A TOOL Record contact results and reload the next day'svotes 10 CHECKS THE RESULT Is each proposal safely above its threshold? If not: raise the priority of undecided holders andredraft the outreach plan. Back to step 3. 11 RESULT Final vote summary before the meeting
Read the steps as a list
  1. Daily vote report arrives
  2. Load the vote tally and holder register
  3. Calculate turnout and support per proposal against the threshold
  4. Does the tally reconcile with the solicitor's totals?If not: find the difference by holder, correct the data and recalculate. Back to step 2.
  5. List large holders who voted against or have not voted
  6. Compare with advisor recommendations for each proposal
  7. Draft outreach options for the priority holders
  8. IR head and corporate secretary approve any holder contactThe agent waits here for your OK.
  9. Record contact results and reload the next day's votes
  10. Is each proposal safely above its threshold?If not: raise the priority of undecided holders and redraft the outreach plan. Back to step 3.
  11. Final vote summary before the meeting

How it decides

It ranks outreach by holder size and how much their vote could change the result relative to the pass margin, and it updates every day.

  • Treat a margin under 10 points as at risk
  • Flag any holder over 1% voting against management
  • Exclude broker non-votes from the quorum figure
  • Contact only holders on the approved list

Make it yours

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

  • Holder size that triggers a flag (default 1%)
  • Margin treated as at risk (default 10 points)
  • Daily report time
  • Proposal list

What keeps you in control

It always asks you first

  • Any contact with a shareholder

Hard limits

  • Never contacts a holder itself
  • Never discloses vote results outside the team
  • Keeps a record of all outreach

It stops when

  • Done: meeting votes are final
  • Stop: solicitor reports are unavailable

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 happensTen days before the meeting, the say-on-pay proposal stood at 61% support against a 50% threshold, but two holders with 2.4% and 1.8% had not voted. The agent flagged them, and the check on safe margins failed because the advisor recommended against. It drafted call options. The IR head approved two calls. By day eight support rose to 68%.

More agents for investor relations managers

Quality control · Creatives

Slide Deck Audience Fit Review Agent

An approved outline that fits the audience, setting and time before design begins

9 steps2 checks2 jobs
Document handling · Administration

Board and Leadership Meeting Pack Agent

Assemble a complete, correctly formatted meeting pack on time.

11 steps2 checks7 jobs
Quality control · Creating

Executive Compensation Disclosure Prep Agent

Produce disclosure tables where every figure ties to a source record.

10 steps2 checks2 jobs
Compliance · Risk management

Quiet Period and Disclosure Calendar Agent

Keep investor meetings from falling inside quiet or blackout periods.

10 steps1 check1 job