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AI agent for demand planners

S&OP Demand Review Prep Agent

A clear demand review pack with agreed numbers and the decisions needed

ReportingDecisionsCreatingOperations
See how it worksGet access
S&OP Demand Review Prep Agent: what goes in, what the agent does and what you get

What it does

Each month the demand plan goes to an S&OP meeting where sales, supply and finance must agree, and the pack takes days to build by hand. When the review is scheduled, this agent pulls the statistical forecast, sales input, open orders and finance targets. It reviews last month's decisions first, then compares the sources by family and region. Gaps over 10 percent become decisions for the meeting, not data corrections. Sales input far above history without a reason is flagged for discussion. It drafts a short pack with the consensus proposal, main assumptions, risks and decisions needed. It then checks that pack totals tie to the planning system and to finance numbers. If they do not tie, it finds the mismatch and corrects the source before finalizing. The planner approves the pack before it goes out. Edge case: currency differences are checked before any gap is reported.

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 Demand review scheduled 2 DOES Review status of last month's decisions 3 USES A TOOL Pull forecast, sales input, orders and financetargets 4 DOES Compare sources and list gaps over 10 percent 5 DOES Flag unexplained sales spikes for discussion 6 DOES Draft consensus proposal, assumptions and decisions 7 CHECKS THE RESULT Do pack totals tie to the planning system andfinance? If not: find the mismatch and correct the source data.Back to step 4. 8 YOU APPROVE Planner approves the pack 9 RESULT S&OP demand review pack
Read the steps as a list
  1. Demand review scheduled
  2. Review status of last month's decisions
  3. Pull forecast, sales input, orders and finance targets
  4. Compare sources and list gaps over 10 percent
  5. Flag unexplained sales spikes for discussion
  6. Draft consensus proposal, assumptions and decisions
  7. Do pack totals tie to the planning system and finance?If not: find the mismatch and correct the source data. Back to step 4.
  8. Planner approves the packThe agent waits here for your OK.
  9. S&OP demand review pack

How it decides

It flags gaps over 10 percent between sources and lists them as decisions, not as data corrections.

  • Gaps over 10 percent become decisions
  • Unexplained sales spikes are flagged
  • Last month's decisions are reviewed first

Make it yours

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

  • Gap threshold (default 10 percent)
  • Pack template
  • Levels shown
  • Distribution list

What keeps you in control

It always asks you first

  • Pack distribution

Hard limits

  • Never sends the pack itself
  • Never changes sales input

It stops when

  • Done: pack sent
  • Stop: sales input missing for a region, mark it and send

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 the March review, sales input for the north region was 28 percent above the statistical forecast with no reason, so the agent listed it as a decision. The tie-out check failed: pack totals differed from finance by $1.2 million. It traced the gap to an old euro rate in one sheet, corrected it and rechecked, and totals tied. The planner approved the pack on March 18.

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