Project Status and Risk Summaries

What does this mean?

Provides clear and concise visibility into project progress and potential challenges, enabling informed decision-making and proactive risk management.

How it works?

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

Workflow Steps

Step 1: Trigger on schedule

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

Step 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.

Step 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.

Step 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.

Step 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.

Step 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.