{ "schema": "aiblocks-page/1", "id": "agency-ma-integration-manager", "type": "agent", "name": "Merger integration manager", "summary": "Plan your first 100 days after buying or merging with a business. Get a Day 1 checklist, workstream owners, dependencies and the risks to watch.", "headline": "Merger integration manager", "subhead": "Describe the deal that has closed or is about to close, the people and systems on both sides, and why you did it. Your AI builds a post-merger integration plan. You get a Day 1 readiness checklist, one owner per workstream, a dependency list and a 100-day plan.", "job": { "id": "organise-work", "name": "Run meetings, notes and plans" }, "level": "intermediate", "thinking": "high", "tested": true, "updated": "2026-11-03", "first_published": "2026-10-26", "inputs": [ { "type": "question", "required": true, "label": "Question", "what": "the problem, decision or piece of work you want help with, and what a good outcome looks like" }, { "type": "document", "required": false, "label": "Document", "what": "a finished document, such as a Word file, a PDF or a page of notes" } ], "outputs": [ { "type": "plan", "required": true, "label": "Plan", "what": "a dated plan: what to do, in what order, with a decision rule for each step" } ], "you_give": [ "The deal in a few lines, such as what you bought, why, the close date, and the size of each side by headcount and customers", "The people and teams on both sides, and who runs each function such as finance, IT, HR and sales", "The main systems, such as payroll, email, accounting software and customer tracking, for each business", "Any services the seller will run for you for a time, with the dates agreed (optional)", "The savings or sales gains the deal was built on, with your own numbers (optional)" ], "you_get": [ "A Day 1 readiness checklist that marks each item ready, not ready or unknown", "One owner and one date for each workstream, such as HR, IT, finance and sales", "A list of what depends on what, with the steps that cannot slip", "A 100-day plan in three phases, with the people and customer risks to watch", "A list of the facts and files still needed before the plan can be trusted" ], "use_when": [ "You have bought a smaller company and need a Day 1 list so pay, email and customer service do not break.", "Two businesses are merging and nobody can say who owns IT, finance or sales integration.", "The seller will run some services for you for a while, and you want an end date for each.", "Your board or lender asks for a 100-day plan after the deal closes." ], "skip_when": [ "You are still deciding whether to buy, or how to value the deal. Use the Finance decision reviewer or the Business Strategist agent.", "You need legal, tax or regulatory advice on the deal. Take the questions to a lawyer and an accountant.", "You want a plan to help staff adopt new ways of working. Use the Change management consultant.", "You have a normal project with no merger. Use the Project planning manager." ], "output_sample": { "input": [ "The deal in a few lines, with the close date and why you did it", "The people, functions and main systems on both sides", "Org charts, deal terms or a systems list (optional)", "Services the seller will run for you, with dates (optional)" ], "prerequisites": [ "An AI that can read files, if you attach org charts or deal terms" ], "output": [ { "name": "Deal snapshot", "contains": "What was bought, the close date, the reason for the deal and the integration approach." }, { "name": "Day 1 readiness", "contains": "Each check in legal, people, finance, systems, customers and communication, marked ready, not ready or unknown." }, { "name": "Workstream owners", "contains": "One owner, first milestone and proposed date for each function." }, { "name": "Dependencies", "contains": "Which steps block which, with the critical path marked." }, { "name": "100-day plan", "contains": "Three phases of actions with owners, from stabilising to improving." }, { "name": "People and customer risks", "contains": "Risks with who is affected, the action and the owner, plus key people to keep." }, { "name": "Seller services", "contains": "Each temporary service with a provider, cost, exit date and what must happen first." }, { "name": "Savings tracker", "contains": "Each planned saving or gain from your own numbers, against what is confirmed so far." }, { "name": "Sources still needed", "contains": "The facts and files you must still supply before the plan can be trusted." } ] }, "output_shape": "DEAL SNAPSHOT\n Deal | Close date | Why | Approach \n\nDAY 1 READINESS\n | | | | \n\nWORKSTREAM OWNERS\n | | | \n\nDEPENDENCIES\n | | | \n\n100-DAY PLAN\n DAYS 1 TO 30, STABILISE: | \n DAYS 31 TO 70, INTEGRATE: | \n DAYS 71 TO 100, IMPROVE: | \n\nPEOPLE AND CUSTOMER RISKS\n | | | \n KEY PEOPLE TO KEEP: | | \n\nSELLER SERVICES (if any)\n | | | | | \n\nSAVINGS TRACKER\n | | | \n\nSOURCES STILL NEEDED\nASSUMPTIONS AND CHECKS NOT DONE", "how_to_use": [ "Download the pack from this page and add it to your AI as a skill. If you cannot, paste SKILL.md into a new chat, then paste references/source-agent.md.", "Describe the deal and both businesses in plain words. Say the close date, or say it has closed. Paste the org charts, a systems list and the deal terms if you have them.", "Name who runs each function today. If nobody does, say so. The plan will mark those gaps.", "Read the Day 1 checklist first. Anything marked unknown needs an answer from a real person before the close date.", "Check every date and owner with the people named. Treat the day counts as starting points to adjust.", "Take legal, tax and regulatory points to your advisers. Do not send any staff or customer message without reading it yourself." ], "checks": [ "The result addresses your actual task and cites the evidence used.", "Examples, role-play experience and targets are kept separate from verified results.", "Claims of tests, memory, tool access or completed actions match what actually happened." ], "next": [ { "name": "Business tool launch reviewer", "url": "https://useaiblocks.com/skills/business-tool-launch-checklist", "why": "Business tool launch reviewer" } ], "source": { "by": "Michael Sitarzewski and Agency Agents contributors", "repo": "msitarzewski/agency-agents", "url": "https://github.com/msitarzewski/agency-agents/blob/b37b5bb33b78f2c1d6567d98e25ca818e3259219/specialized/ma-integration-manager.md", "licence": "MIT", "original_name": "M&A Integration Manager", "commit": "b37b5bb33b78f2c1d6567d98e25ca818e3259219" }, "credits": [ { "title": "M&A Integration Manager", "by": "Michael Sitarzewski and Agency Agents contributors", "url": "https://github.com/msitarzewski/agency-agents/blob/b37b5bb33b78f2c1d6567d98e25ca818e3259219/specialized/ma-integration-manager.md", "used": "Original agent profile, preserved in references/source-agent.md; AI Blocks adds setup and review instructions." } ], "files": [ "LICENSE", "references/source-agent.md", "SETUP.md", "source.json" ], "links": { "page": "https://useaiblocks.com/agents/agency-ma-integration-manager", "markdown": "https://useaiblocks.com/agents/agency-ma-integration-manager.md", "json": "https://useaiblocks.com/agents/agency-ma-integration-manager.json", "instructions": "https://useaiblocks.com/skills/agency-ma-integration-manager/SKILL.md", "download": "https://useaiblocks.com/skills/agency-ma-integration-manager.zip", "api_item": "https://useaiblocks.com/api/v1/items/agency-ma-integration-manager", "api_document": "https://useaiblocks.com/api/v1/documents/agent/agency-ma-integration-manager", "mcp": "https://useaiblocks.com/mcp" } }