Enterprise Intelligence Group

How to Build a Category Review Preparation Agent in ChatGPT

See how retailers can use a ChatGPT agent to prepare category reviews, retrieve decision history and return time to category managers.

For enterprise retailers, workspace agents are the most relevant ChatGPT pattern for repeatable team workflows — reusable agents that can work across connected applications, operate on schedules, and follow workspace-defined permissions and approval controls. Availability and exact functionality depend on the retailer's plan, connected applications and administrator configuration.

Category managers rarely begin a category review with a clean, complete view of the business.

They begin by searching.

They retrieve the previous review deck, download performance reports, locate promotional results, check supplier correspondence, review assortment changes and ask colleagues why earlier decisions were made.

The information usually exists. The problem is that it is spread across multiple reports, folders, inboxes and individual memories.

A Category Review Preparation Agent is one of the most practical first AI agents a retailer can introduce. It does not replace the category manager or make the commercial decision. It performs the repetitive preparation work required before the category manager can apply judgment.

That makes it a strong early use case:

- The activity happens repeatedly. - The required inputs can be defined. - The expected output follows a recognizable structure. - A category manager remains responsible for reviewing the work. - Success can be measured in time saved, coverage improved and preparation quality.

What does the agent actually do?

For a selected category and review period, the agent assembles a draft category-review briefing containing:

- Sales, units, margin and growth performance. - SKU and supplier contributions. - Promotional performance. - Distribution and availability issues. - Recent assortment additions and removals. - Previous category decisions and their stated rationale. - Open supplier commitments. - Known data gaps or conflicting information. - Questions requiring merchant judgment. - Recommended areas for further investigation.

The result is not an automated category strategy. It is a better-prepared category manager.

A high-level ChatGPT agent setup

1. Define the agent's job

The agent needs a narrow, unambiguous purpose. A useful instruction could be:

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