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