building an AI agent for paraplanning pre-meeting research.

Reddit r/AI_Agents Tools

Summary

The author shares their experience building an autonomous AI research agent for pre-meeting paraplanning tasks using Claude Opus 4, but faces challenges extending it to post-meeting document generation due to compliance and template issues. They seek advice on whether the two phases should remain separate and how to bridge them in regulated environments.

I have been building an autonomous research agent for paraplanning tasks. specifically: pulling together client-relevant information before an adviser meeting. the research phase works really well. claude claude-opus-4-7 as orchestrator, web search + PDF extraction tools, structured output into a prep sheet. adviser reviews before the meeting. getting good uptake. the phase i can't crack: extending the same agent into document generation after the meeting. trying to go: meeting transcript → agent processes → suitability letter draft. the output doesn't match our firm's templates and compliance wont touch it. questions for people who've done agent workflows in regulated environments: 1\\. is the research → document separation intentional? are these fundamentally different problems? or is it just a prompt/architecture issue i haven't solved yet? 2\\. has anyone bridged the two phases in a way compliance actually accepted?
Original Article

Similar Articles

How we built our multi-agent research system

Anthropic Engineering

Anthropic details the architecture and engineering principles behind its new multi-agent research system, highlighting how parallel subagents using Claude Opus 4 and Sonnet 4 significantly outperform single-agent approaches in complex research tasks.

AI agents still suck, so I built my own

Reddit r/AI_Agents

The author built a custom AI agent application wrapping Claude Code and upcoming Codex support, focusing on composable workflows and seeking community feedback.