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AI agent for product marketing managers

Sales Collateral Staleness Audit Agent

Make sure every asset sales uses is accurate, and retire the ones that are not.

Quality controlDecisionsMarketing
See how it worksGet access
Sales Collateral Staleness Audit Agent: what goes in, what the agent does and what you get

What it does

Sales reps keep using a deck from last year that lists a discontinued plan and an old price. The agent lists every enablement asset in the sales tool and shared drive, with owner, date and usage. It reads each one and checks product names, features, pricing, customer counts, legal claims and positioning against the current product documents, price list and messaging guide. It notes what is wrong, how serious it is and how often reps use the asset. It then ranks assets for update, retirement or no action, giving priority to heavily used assets with wrong prices. It drafts corrections for the owner. After the edits, it checks the new version again. Edge case: a customer-specific deck that needs different claims. The manager approves updates and retirements.

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
ApprovedYes, continueNo 1 STARTS WHEN Audit starts 2 USES A TOOL List all enablement assets with owner, date andusage 3 USES A TOOL Read each asset and extract its claims, prices andnames 4 DOES Check the claims against current product docs,prices and messaging 5 DOES Rate each error by seriousness 6 DOES Rank assets for update, retire or keep, weighted byusage 7 DOES Draft corrections for each updated asset 8 YOU APPROVE Manager approves updates and retirements 9 USES A TOOL Reload the updated assets and check them again 10 CHECKS THE RESULT Does every updated asset match the current sources? If not: revise the corrections for the remainingdifferences. Back to step 6. 11 RESULT Audit report and retirement list
Read the steps as a list
  1. Audit starts
  2. List all enablement assets with owner, date and usage
  3. Read each asset and extract its claims, prices and names
  4. Check the claims against current product docs, prices and messaging
  5. Rate each error by seriousness
  6. Rank assets for update, retire or keep, weighted by usage
  7. Draft corrections for each updated asset
  8. Manager approves updates and retirementsThe agent waits here for your OK.
  9. Reload the updated assets and check them again
  10. Does every updated asset match the current sources?If not: revise the corrections for the remaining differences. Back to step 6.
  11. Audit report and retirement list

How it decides

An asset is stale when any claim conflicts with current sources. Priority is serious errors multiplied by usage.

  • Treat wrong prices or discontinued products as serious
  • Prioritize assets used more than 10 times a month
  • Retire assets not used in 6 months with no owner
  • Leave customer-specific assets to their owners

Make it yours

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

  • Asset locations
  • Usage threshold (default 10 a month)
  • Retirement age (default 6 months)
  • Sources of truth
  • Audit schedule

What keeps you in control

It always asks you first

  • Manager approves updates and retirements
  • Manager approves changes to claims

Hard limits

  • Never publish or delete assets itself
  • Cite the source for each correction

It stops when

  • Done: all priority assets verified
  • Stop: current pricing or messaging is not confirmed, ask the manager first

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 happensThe agent reviews 86 assets. Twelve have errors. The partner deck, used 48 times last month, lists the retired Basic plan at $29. The one-pager has an old customer count. The manager approves updating 9, retiring 5 and leaving 2 for owners. After edits, the re-check finds the partner deck still has an old logo, so the agent revises the correction list.

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