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Documentation Index

Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt

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Project Status and Risk Summaries

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What does this mean?

Provides clear and concise visibility into project progress and potential challenges, enabling informed decision-making and proactive risk management. Automatically generates weekly briefs that consolidate project risks, dependencies, and key decisions, drawing from meeting notes and project management tools.

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Workflow steps

1

Trigger on schedule

The Workflow activates automatically on a weekly schedule, ensuring project status briefs are generated consistently without manual intervention.
2

Pull project data from management tools

Cassidy connects to your project management tools—like Jira, Asana, or Monday—to gather current project statuses, task progress, dependencies, and flagged blockers.
3

Aggregate meeting notes and decisions

The Workflow pulls relevant meeting notes from your Knowledge Base, extracting key decisions, action items, and risk discussions from the past week.
4

Generate status and risk summary

Cassidy analyzes the aggregated data to identify project risks, dependencies, and critical decisions—then consolidates everything into a clear, concise weekly brief.
5

Route for human review

The draft summary is sent to a project lead or stakeholder for quick review, allowing them to add context or flag anything that needs attention before distribution.
6

Distribute the brief

Once approved, the Workflow sends the finalized project status brief via email or Slack, keeping leadership and cross-functional teams aligned on progress and potential challenges.

Build and configure an Agent

Create a custom Agent with tailored instructions and Knowledge Base access.

Set up your Knowledge Base

Add your company documents so Agents can reference them.