DOCUMENT OPS
Sync risk register changes into the board deck risk appendix
When a risk item is created or its severity changes in Coda, updates the deck's risk appendix in Google Drive and pings the meeting owner if a high-severity risk was added close…
How it runs
The automated pipeline, trigger to output.
- TriggerCoda risk item created or severity changedCoda
- ActionRead full current risk register from CodaCoda
- LogicSort and filter risks by severity and status
- ActionRewrite risk appendix in deckGoogle Drive
- LogicCheck for high-severity risk in freeze window
- OutputNotify meeting owner of escalated riskSlack
What it does
Keeps the board deck's risk appendix in lockstep with the live risk register. Whenever a risk is added or re-scored in Coda, the workflow rewrites the appendix slide so the deck always reflects the current risk posture rather than a snapshot taken at deck-creation time.
When to use it
Use it for the window between deck assembly and the meeting, when risks surface or get re-rated. It is especially valuable for regulated or high-scrutiny boards where a newly escalated risk must appear in the pack.
How it works
- 1A Coda row event fires when a risk register item is created or its severity field changes.
- 2The workflow reads the full current risk register from Coda to rebuild the appendix accurately.
- 3A logic step sorts and filters items by severity and open status for the slide.
- 4It rewrites the risk appendix table in the Google Drive deck.
- 5A second logic check tests whether a high-severity risk was added within the pre-meeting freeze window.
- 6If so, it notifies the meeting owner in Slack so they can brief the chair before the deck circulates.
Set it up
What you configure once, before turning it on.
- 1Connect CodaDocs, packs, automations.
- 2Connect Google DriveDocs, sheets, slides, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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