Check services against the retainer scope

Not every new request automatically falls within the agreed scope of services. The agent helps you with an initial assessment.

Useful for project teams that want to check new tasks against an existing service agreement.

The problem

A new task comes in, and the team isn't sure whether it's covered by the current retainer.

1. What this use case does

The agent compares the task description with the provided scope of services. It highlights potential discrepancies and unclear points, and suggests discussing them with the project lead.

2. How to use it

Provide the task and the current agreement. Use the assessment as a basis for discussion, not as a definitive contractual or legal interpretation.

Example prompt:

Compare this task with the agreed scope of services. Which points might fall outside it, and what details should we clarify with the project lead?

3. How to set it up

Create an agent and add instructions for comparing tasks with the applicable agreement. It should flag uncertainty and avoid making binding decisions about the contract. Test it with clear-cut and ambiguous examples.

Learn more about setting up your own AI agents