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
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.
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.