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

Regulation FD Meeting Log Agent

Every investor meeting has a log, and anything possibly new and material is escalated before it can spread

ComplianceRisk managementFinanceManagement
See how it worksGet access
Regulation FD Meeting Log Agent: what goes in, what the agent does and what you get

What it does

In investor meetings, executives answer questions, and a single sentence can give selective information that has not been made public. Teams rely on memory afterwards. This agent keeps a log of each meeting with the attendees, topics and the points the company made. It compares each statement with the public record: filings, press releases, the last call and the website. If something may be new and material, such as a customer win, a margin number or a timing change, it flags it with the exact line and the closest public statement. It proposes options, such as a public disclosure or a clarifying release, and rechecks once legal responds. Legal approves before any statement or disclosure. Edge case: a statement repeats public data in a new combination, and the agent marks it for legal to judge.

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 An investor meeting ends 2 USES A TOOL Load the notes and attendee list 3 DOES Extract each statement and topic the company made 4 USES A TOOL Search the public record for each statement 5 CHECKS THE RESULT Is each statement backed by a public source? If not: search earlier filings and releases once more,then mark the statement unsupported. Back to step 3. 6 DOES Flag unsupported statements on sensitive topics withthe exact line 7 DOES Propose options: no action, clarifying release, orcall back to attendees 8 YOU APPROVE Legal approves any statement or disclosure 9 USES A TOOL Record the decision and any follow-up in the log 10 CHECKS THE RESULT Is every flagged item resolved or closed by legal? If not: escalate the open items to legal again with adeadline. Back to step 6. 11 RESULT Meeting log closed
Read the steps as a list
  1. An investor meeting ends
  2. Load the notes and attendee list
  3. Extract each statement and topic the company made
  4. Search the public record for each statement
  5. Is each statement backed by a public source?If not: search earlier filings and releases once more, then mark the statement unsupported. Back to step 3.
  6. Flag unsupported statements on sensitive topics with the exact line
  7. Propose options: no action, clarifying release, or call back to attendees
  8. Legal approves any statement or disclosureThe agent waits here for your OK.
  9. Record the decision and any follow-up in the log
  10. Is every flagged item resolved or closed by legal?If not: escalate the open items to legal again with a deadline. Back to step 6.
  11. Meeting log closed

How it decides

It flags a statement when no matching public source exists and the topic touches earnings, guidance, deals, customers or management changes.

  • Flag any figure or date not found in a public source
  • Treat earnings, guidance, deals and customers as sensitive
  • Escalate the same day for sensitive unsupported statements
  • Keep the log for the period required by policy

Make it yours

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

  • Sensitive topic list
  • Time limit for logging (default 24 hours)
  • Public sources searched
  • Escalation contact

What keeps you in control

It always asks you first

  • Any disclosure or call back to attendees

Hard limits

  • Never decides what is material, only flags
  • Never contacts attendees
  • Treats the log as confidential

It stops when

  • Done: all flags are resolved by legal
  • Stop: meeting notes are missing or incomplete

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 happensAfter a 45 minute fund meeting, the notes said the CFO mentioned that a large retailer would double orders in Q4. The agent searched and found no public mention, so the check failed. It flagged the line with the closest public statement from the last call. It proposed a clarifying release. Legal reviewed the same day and approved a brief press release.

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