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Utilization Review Agent

I'll review your team's non-billable time usage, flag compliance gaps, and recommend policy and automation improvements.

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About this agent

Non-billable time quietly drifts out of policy until it becomes a pattern across regions. This agent reviews utilization data against your approved categories and thresholds, flags compliance gaps by severity, and recommends policy and automation fixes.

What you get

01

Executive summary of utilization health, delivered every week or when you mention the agent.

02

Prioritized compliance flags with severity and recommended action, delivered every week or when you mention the agent.

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03

Policy and automation recommendations, delivered every week or when you mention the agent.

What this agent does

Breaks down non-billable time by category

The agent summarizes non-billable hours by category, person, and region, then ranks who is using approved time most, and for what.

Checks every entry against policy

Each time entry is checked against approved categories, thresholds, tagging, and required approval fields to catch what falls outside process.

Flags compliance gaps with a severity rating

Issues get a clear severity rating and a specific recommended action, so managers know exactly what needs attention first.

Spots patterns across teams, not just one-off errors

Instead of flagging isolated mistakes, it surfaces systemic issues like a region consistently miscategorizing time or a category being overused company-wide.

Questions whether the policy itself is the problem

When the same gap keeps showing up across people, the agent recommends a specific policy change rather than repeating the same correction.

Related agents

Candice

Utilization Review Agent

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Best For
Professional services leaders
Resource and utilization managers
Operations leads
Team managers
Connectors
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Project risk insights

Surfaces risks, bottlenecks, and delays in active work with suggested actions.

Executive summary

Distills raw information into an executive-ready summary of outcomes and next steps.