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AI agent for board members

Whistleblower and Ethics Report Handling Agent

Make sure every ethics report is triaged, assigned without conflict and followed to an approved outcome.

ComplianceRisk managementManagement
See how it worksGet access
Whistleblower and Ethics Report Handling Agent: what goes in, what the agent does and what you get

What it does

Hotline reports need quick triage and careful tracking. Delays or lost follow-up create legal risk and damage trust. The agent logs each report, classifies it by type and severity, and checks possible conflicts for the intended investigator. It sets deadlines based on policy and tracks progress, escalating overdue or serious cases. If the investigator has a conflict, it suggests another. When a case moves, it updates the status and re-checks the deadline. The committee approves the investigator and the outcome. Edge case: a report names the head of procurement, so the investigator must not report to that person.

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, continueApprovedYes, continueApprovedNoNo 1 STARTS WHEN Hotline report received 2 USES A TOOL Log the report and remove identifying details whereneeded 3 DOES Classify by type and severity 4 USES A TOOL Check the intended investigator against the peoplenamed 5 CHECKS THE RESULT Is the investigator free of conflicts? If not: Choose another eligible investigator andre-check. Back to step 3. 6 DOES Set deadlines from the policy 7 YOU APPROVE Committee approves the investigator 8 USES A TOOL Track progress and update status 9 CHECKS THE RESULT Is the case on time and is the outcome ready? If not: Escalate the overdue case to the committee withthe reason. Back to step 7. 10 YOU APPROVE Committee approves the outcome 11 RESULT Case record and closed report
Read the steps as a list
  1. Hotline report received
  2. Log the report and remove identifying details where needed
  3. Classify by type and severity
  4. Check the intended investigator against the people named
  5. Is the investigator free of conflicts?If not: Choose another eligible investigator and re-check. Back to step 3.
  6. Set deadlines from the policy
  7. Committee approves the investigatorThe agent waits here for your OK.
  8. Track progress and update status
  9. Is the case on time and is the outcome ready?If not: Escalate the overdue case to the committee with the reason. Back to step 7.
  10. Committee approves the outcomeThe agent waits here for your OK.
  11. Case record and closed report

How it decides

It classifies by type and severity using the policy. Serious cases, such as fraud or safety, go to the committee at once. An investigator is eligible only if there is no conflict with anyone named.

  • Fraud, safety and harassment reports are high severity
  • An investigator who reports to or works with a named person is excluded
  • A case 5 days past a deadline is escalated
  • Reports are logged within 1 business day

Make it yours

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

  • Severity levels and rules
  • Deadline per case type
  • Escalation days (default 5)
  • Eligible investigators

What keeps you in control

It always asks you first

  • Committee approves the investigator
  • Committee approves the outcome

Hard limits

  • Never discloses the reporter's identity
  • Never decides the outcome of a case

It stops when

  • Done: outcome approved and case closed
  • Stop: report is outside scope, so it is referred

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 happensA report alleged invoice splitting by procurement. The agent classified it as high severity and found that the first investigator reported to the procurement head, so the conflict check failed. It proposed an internal audit lead instead and passed the check. The committee approved. At day 21 the case was 5 days late, and the agent escalated with the reason.

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