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AI agent for sustainability managers

Target Progress Tracking Agent

Show every quarter whether each target is on track, and what would close any gap.

AnalysisReportingMonitoringScience and research
See how it worksGet access
Target Progress Tracking Agent: what goes in, what the agent does and what you get

What it does

A company sets targets for emissions, energy and waste, and often learns it is off track only at year end. Each quarter, this agent pulls the latest data from the places the analyst names, such as utility bills, fuel logs and waste invoices. It checks the data is complete and in the right units, then compares year-to-date results with the target trajectory for each metric and site. It flags those behind plan, estimates the gap at year end, and proposes actions with an estimated effect, such as an efficiency project or a supplier change. It rechecks the projection after adding the actions. It never reports externally. The analyst approves the report. Edge case: a quarter with missing bills is estimated and labeled, not treated as zero.

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 Quarter closes 2 USES A TOOL Pull emissions, energy and waste data for thequarter 3 CHECKS THE RESULT Is the data complete for every site and in the rightunits? If not: request the missing data, estimate with a labeland note the estimate. Back to step 2. 4 DOES Compare year-to-date results with the targettrajectory 5 DOES Project the year-end position for each metric 6 DOES Flag metrics behind plan and size the gap 7 DOES Propose actions with estimated effect 8 CHECKS THE RESULT Do the proposed actions close the projected gap? If not: add or scale actions and list any gap thatremains. Back to step 6. 9 DOES Write the quarterly report 10 YOU APPROVE Analyst approves the report 11 RESULT Progress report
Read the steps as a list
  1. Quarter closes
  2. Pull emissions, energy and waste data for the quarter
  3. Is the data complete for every site and in the right units?If not: request the missing data, estimate with a label and note the estimate. Back to step 2.
  4. Compare year-to-date results with the target trajectory
  5. Project the year-end position for each metric
  6. Flag metrics behind plan and size the gap
  7. Propose actions with estimated effect
  8. Do the proposed actions close the projected gap?If not: add or scale actions and list any gap that remains. Back to step 6.
  9. Write the quarterly report
  10. Analyst approves the reportThe agent waits here for your OK.
  11. Progress report

How it decides

It compares year-to-date with the pro rata trajectory and flags a metric behind when it misses by more than the set margin. It proposes only actions that add up to close the projected gap.

  • Flag a metric when year-to-date is more than 5% behind trajectory
  • Label estimated data clearly
  • Propose actions only with a stated effect and source
  • Report any remaining gap, not hide it

Make it yours

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

  • Metrics and targets
  • Behind-plan margin (default 5%)
  • Data sources
  • Action library
  • Report format

What keeps you in control

It always asks you first

  • The quarterly report
  • Any change to targets

Hard limits

  • Never publish results externally
  • Never change targets

It stops when

  • Done: report approved
  • Stop: major data missing for the quarter

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 happensAt Q2, scope 2 emissions were 9,800 tCO2e against a 9,100 trajectory, 8% behind. Waste was on plan. The agent projected a year-end gap of 1,500 t. Two actions, a lighting retrofit and a green tariff at one site, were sized at 1,100 t. A gap of 400 t remained. The analyst approved the report with that gap.

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