> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Project Status and Risk Summaries

> Automatically generates weekly briefs that consolidate project risks, dependencies, and key decisions, drawing from meeting notes and project management tools.

<Frame>
  <img src="https://mintcdn.com/cassidy/cacUf6ckDT3AhwnO/images/use-cases/project-status-and-risk-summaries-img-0.png?fit=max&auto=format&n=cacUf6ckDT3AhwnO&q=85&s=62574ef18a5630a3cb28130d53dd320e" alt="Project Status and Risk Summaries" width="1920" height="1080" data-path="images/use-cases/project-status-and-risk-summaries-img-0.png" />
</Frame>

## 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

<Steps>
  <Step title="Trigger on schedule">
    The Workflow activates automatically on a weekly schedule, ensuring project status briefs are generated consistently without manual intervention.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Related

<CardGroup cols={2}>
  <Card title="Build and configure an Agent" icon="robot" href="/agents/build-and-configure">
    Create a custom Agent with tailored instructions and Knowledge Base access.
  </Card>

  <Card title="Set up your Knowledge Base" icon="book" href="/knowledge-base/setup">
    Add your company documents so Agents can reference them.
  </Card>
</CardGroup>
