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AI agent for environmental consultants

Site Assessment Records Review Agent

A consistent records review where each finding is supported by at least two sources or labeled as single source.

ResearchScience and research
See how it worksGet access
Site Assessment Records Review Agent: what goes in, what the agent does and what you get

What it does

A site assessment needs a history of past uses, spills and permits, and the work depends on how many sources the consultant has time to search. This agent searches historical maps, aerial photos, permits, spill lists and database records for the address and the adjoining properties. For each finding it cross-checks a second source, so a single entry does not become a recognized environmental concern by mistake. It flags concerns with the reasoning. It then searches again for gaps, such as years with no map coverage or neighbors on the spill list. You approve findings before they go into the report. Edge case: an address that has changed over time is searched under all its former names and lot numbers.

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, continueYes, continueApprovedNoNo 1 STARTS WHEN Assessment opened with the site address 2 USES A TOOL Search maps, aerial photos, permits and spill listsfor the site and neighbors 3 DOES List past uses and possible concerns by year 4 CHECKS THE RESULT Is each finding supported by a second source? If not: search additional sources, or label the findingas single source. Back to step 3. 5 CHECKS THE RESULT Is every period since the cutoff year covered by asource? If not: search other archives for the missing years andnote any gap. Back to step 2. 6 DOES Rate each concern and explain the reasoning 7 DOES Check neighbors within the search radius for spillsor contamination 8 YOU APPROVE Consultant approves findings for the report 9 RESULT Records review summary with sources
Read the steps as a list
  1. Assessment opened with the site address
  2. Search maps, aerial photos, permits and spill lists for the site and neighbors
  3. List past uses and possible concerns by year
  4. Is each finding supported by a second source?If not: search additional sources, or label the finding as single source. Back to step 3.
  5. Is every period since the cutoff year covered by a source?If not: search other archives for the missing years and note any gap. Back to step 2.
  6. Rate each concern and explain the reasoning
  7. Check neighbors within the search radius for spills or contamination
  8. Consultant approves findings for the reportThe agent waits here for your OK.
  9. Records review summary with sources

How it decides

A finding counts as confirmed when two independent sources agree. Single-source items are labeled and checked further.

  • Two independent sources agree: confirmed finding
  • One source only: label single source and look again
  • Gap in coverage over 5 years: record as a data gap in the report
  • Neighbor with a leak record within 250 meters: list as a possible offsite concern

Make it yours

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

  • Search radius (default 250 m)
  • Cutoff year
  • Databases to search
  • Minimum sources for a finding
  • Report table format

What keeps you in control

It always asks you first

  • Findings entered in the report
  • Any statement about contamination

Hard limits

  • Never conclude a site is clean
  • Never drop a finding without noting the reason

It stops when

  • Done: review complete and approved
  • Stop: archives unavailable, report limitation noted

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 14 Mill Road, a 1962 map showed a dry cleaner and a 1998 permit listed solvent storage. Two sources agreed, so it was confirmed. A 1975 spill record showed only one source, so the agent searched again and found a fire department log. A gap in coverage between 1932 and 1950 remained. The consultant approved 5 findings and the data gap note.

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