AI agent for public affairs specialists
Stakeholder Brief Update Agent
Current, documented stakeholder briefs.
What it does
Stakeholder briefs for officials, community groups or partners often carry stale facts about past meetings and commitments. Before a stakeholder meeting, this agent finds what has changed since the last brief, using only documented interactions such as meeting notes, letters and logged calls. It checks each change against the supporting record. If a change is not documented, it keeps the old fact and flags it. When two records conflict, it keeps both with their sources. It prepares a dated revision of the brief. It never guesses or profiles anyone's beliefs or politics. Public affairs reviews the brief and handles any outreach. Edge case: the record shows a planned site visit was postponed, so the brief is updated.
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.
Read the steps as a list
- Stakeholder meeting upcoming
- Read the current brief and interaction log
- Find changed engagement facts
- Is each change documented?If not: keep the old fact and flag it. Back to step 3.
- Keep conflicting records with their sources
- Prepare a dated brief revision
- Public affairs reviewsThe agent waits here for your OK.
- Stakeholder briefing draft
How it decides
It updates from documented interactions only.
- Update only from documented interactions.
- Conflicting records stay attributed side by side.
- Never infer or record personal beliefs.
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Which interaction records count as documented
- How far back to look (default since the last brief)
- Brief format and length
- Who reviews briefs
What keeps you in control
It always asks you first
- Outreach
- Profiling
Hard limits
- No political or personal profiling.
It stops when
- Done: brief updated.
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.
- 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