Eight agents. One certification cycle.
From the application that lands in your inbox to the accreditation visit you have to pass yourself — what each agent does, what it replaces, and what it hands your people.
Application & Quote Agent
New application · Calder Polymers
Audit Planning Agent
Certification cycle · 2026–2029
Desk Review Agent
Stage 1 · ISO 9001:2015
Audit Report Agent
Northbay Foods · stage 2
Technical Review Agent
Vector Medical · pre-decision
NC Follow-up Agent
Portfolio-wide · continuous
Auditor Competence Agent
12 auditors · all schemes
Accreditation Agent
Your own 17021 system
Follow the cycle in order — or jump straight to an agent.
Agent 01
Application
& Quote Agent
Reviews the application, checks scope and codes, calculates audit days per IAF MD5 with the justification written down, and drafts the proposal — the quote goes out the same day the application comes in.
✗ Manual process today
- Re-type the application into your quoting spreadsheet
- Argue the audit-day calculation from memory
- Look up EAC/NACE codes and scheme rules by hand
- Draft the proposal from last year’s template
- Total time: quotes that take a week to go out
✓ With Consultto
- Application parsed — scope, sites, shifts, headcount
- Audit days calculated per IAF MD5, justification included
- Scheme and accreditation rules applied automatically
- Proposal drafted in your format, ready to review
- Total time: quote out the same day
Agent 02
Audit Planning
Agent
Builds the full three-year certification cycle — stage 1, stage 2, surveillances, recertification — assigns auditors by competence code and availability, and checks conflicts of interest before they become findings against you.
✗ Manual process today
- Plan the cycle in a spreadsheet that drifts within a month
- Match auditors to codes from memory
- Discover conflicts of interest after the assignment
- Rebuild the plan every time an auditor drops out
- Total time: scheduling as a full-time job
✓ With Consultto
- Three-year cycle generated from the certification decision
- Auditors matched by competence code and availability
- Conflict-of-interest checks run before every assignment
- Replanning in minutes when something changes
- Total time: a cycle planned in one sitting
Agent 03
Desk Review
Agent
Runs the stage 1 desk review: reads the applicant’s documentation, maps it clause by clause against the standard, and drafts the readiness report with the areas of concern your lead auditor should probe in stage 2.
✗ Manual process today
- Read hundreds of pages of client documentation by hand
- Check clause coverage in a spreadsheet matrix
- Write the stage 1 report from scratch
- Repeat the whole exercise for every scheme
- Total time: 2–3 days per desk review
✓ With Consultto
- Documentation read and mapped clause by clause
- Coverage matrix generated per scheme requirements
- Areas of concern ranked for the stage 2 plan
- Stage 1 report drafted in your accredited format
- Total time: under 2 hours
Agent 04
Audit Report
Agent
Turns the auditor’s notes into a report that survives technical review — findings classified as major, minor or observation, each traced to its clause and its objective evidence, in your accredited format.
✗ Manual process today
- Rewrite handwritten notes into the report template
- Argue internally about major vs minor vs observation
- Hunt for the evidence that supported each finding
- Reformat everything for the technical reviewer
- Total time: 1–2 days per audit report
✓ With Consultto
- Notes classified against your own criteria
- Every finding linked to clause and objective evidence
- Report drafted in your accredited format
- Consistent wording across auditors and regions
- Total time: drafted before the closing meeting
Agent 05
Technical Review
Agent
Pre-checks every audit pack before it reaches your technical reviewer: completeness, classification consistency, evidence traceability and CAPA status — so the human review takes minutes, not a morning, and the decision queue stops growing.
✗ Manual process today
- Open six documents to check one audit pack
- Catch classification inconsistencies by luck
- Send packs back for missing evidence, twice
- Watch the decision backlog grow every week
- Total time: the bottleneck of the whole CB
✓ With Consultto
- Pack completeness verified against your checklist
- Classifications checked for consistency, criteria cited
- Every finding-to-evidence link validated
- Decision summary prepared for your decision-maker
- Total time: human review in minutes
Agent 06
NC Follow-up
Agent
Tracks every finding from the audit to verified closure: receives the client’s CAPA, checks it against your acceptance criteria, chases the deadlines — including the 90-day limit on majors — and prepares the closure recommendation.
✗ Manual process today
- Log findings in a spreadsheet nobody keeps updated
- Chase CAPA submissions by email for weeks
- Review corrective action plans between audits, late
- Discover an overdue major the week of the decision
- Total time: NCs that put certificates at risk
✓ With Consultto
- Every finding tracked with owner and deadline
- CAPAs checked against your acceptance criteria
- Reminders escalate as the 90-day limit approaches
- Closure recommendation prepared for the auditor
- Total time: closure managed on schedule
Agent 07
Auditor Competence
Agent
Keeps the competence records your accreditation body always asks for: qualifications per scheme and code, training, witness audits and monitoring — current, complete, and ready to show.
✗ Manual process today
- Maintain the competence matrix in a giant spreadsheet
- Chase auditors for their training certificates
- Realize a qualification lapsed after the assignment
- Assemble evidence the week of the accreditation visit
- Total time: a matrix that is always stale
✓ With Consultto
- Competence matrix updated from real audit records
- Expiring qualifications flagged months ahead
- Witness audit schedule built and tracked
- Evidence pack always ready for your accreditation body
- Total time: always audit-ready
Agent 08
Accreditation
Agent
The CB gets audited too. This agent keeps your own ISO/IEC 17021 system ready — internal audits, management review inputs, impartiality records and KPIs — so the accreditation visit is a formality, not a fire drill.
✗ Manual process today
- Run your own internal audits at the last minute
- Assemble management review inputs by hand
- Keep impartiality committee records in folders
- Spend the month before the visit preparing for it
- Total time: a month lost per accreditation visit
✓ With Consultto
- Your own 17021 internal audit program maintained
- Management review inputs assembled from live data
- Impartiality and committee records structured
- Continuous readiness — evidence always current
- Total time: the visit becomes a formality
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