AI agent for vice president of business developments
Strategic Partner Fit Agent
A partner comparison where every score is backed by a source.
What it does
Partner shortlists often include companies that fail basic operating requirements, which only shows up late in talks. This agent ranks the fit criteria by how likely they are to eliminate a candidate. For each candidate it searches approved documents for evidence of the most decision-relevant capability first. When a claim is not documented, it lowers confidence and writes a specific verification question instead of inventing a score. It builds a comparison with source links and a question list per candidate. The partnership lead approves any outreach. Edge case: a capability shown only in marketing material counts as a claim, not as evidence.
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
- Shortlist created
- Rank fit criteria by elimination power
- Search approved documents for each candidate
- Is the capability documented?If not: lower confidence and write a verification question. Back to step 3.
- Write the source-linked comparison
- Partnership lead approves outreachThe agent waits here for your OK.
- Partner comparison and question list
How it decides
It verifies the criterion that would eliminate candidates first, then the next; unsupported claims become questions.
- Next criterion: the one most likely to eliminate candidates.
- Score: evidence-based or marked unverified, never estimated.
- Marketing claims: treated as claims until backed by a document.
- Eliminate: only on a documented failure of a hard requirement.
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Fit criteria and which ones are hard requirements
- Approved document sources (default company filings, certificates, contracts)
- Number of candidates compared (default up to 10)
- Question list format (default per candidate, ranked by importance)
- Who approves outreach (default the partnership lead)
What keeps you in control
It always asks you first
- Partner outreach
- Commercial commitments
Hard limits
- No invented scores.
It stops when
- Done: all criteria checked.
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
