Keep Retainer Budgets on Track
Monitor retainer budget usage by comparing agreed hours against logged time with your AI agent, flagging discrepancies and data gaps to stay on track
AI agent
Checking your retainer regularly gives you clarity before a discrepancy turns into an unpleasant surprise.
Useful for project leads who want to compare agreed hours with logged time.
The problem
The month is underway, but it's not immediately clear how much of the agreed number of hours has already been used.
1. What this use case does
The agent prepares the available planned and actual data and can use it to create an overview with defined thresholds. Calculations are only as reliable as the underlying data.
2. How you can use it
Provide the time period, projects, and agreed hours. Check the data and discuss any notable discrepancies before making decisions.
Example prompt:
Compare the agreed hours with the logged time for this month. Show any data gaps and flag discrepancies based on our thresholds.
3. How to set it up
Create an agent and add your calculation rules and thresholds. Make sure the planned and actual data is accessible and complete. The data in the source was still incomplete during testing, so check the results especially carefully.
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