PERSONAL PRODUCTIVITY
Agent-built board brief from Coda updates plus live project signals
An agent reconciles self-reported Coda team updates against live Linear and GitHub activity, flags gaps, and assembles a credibility-checked board-ready brief delivered by email.
How it runs
The automated pipeline, trigger to output.
- TriggerDay before recurring board meeting
- ActionPull team updates from CodaCoda
- ActionFetch issue status from LinearLinear
- ActionFetch merged-PR activity from GitHubGitHub
- LogicReconcile claims vs signals and flag gaps
- OutputEmail corroborated board brief via OutlookOutlook
What it does
Goes beyond what teams say they did. An agent reads the self-reported updates in Coda, then cross-references live delivery signals from Linear issues and GitHub activity to verify claims, surface silent slippage, and call out work that happened but went unreported. The result is a board-grade brief you can trust.
When to use it
Use this ahead of a board meeting or QBR when self-reported status alone isn't enough and leadership needs an independently corroborated view of progress and risk across the org.
How it works
- 1A schedule fires the day before the recurring board meeting.
- 2The agent pulls recent team updates from the Coda Team Updates table.
- 3It queries Linear for issue status and GitHub for merged-PR activity over the same window.
- 4The agent reconciles claims against signals, flagging unsupported or contradicted updates and unreported delivery.
- 5It composes a board-ready brief with a confidence note per workstream and emails it to the board distribution list via Outlook.
Set it up
What you configure once, before turning it on.
- 1Connect CodaDocs, packs, automations.
- 2Connect LinearIssues, projects, cycles, triage.
- 3Connect GitHubRepos, issues, pull requests, actions.
- 4Connect OutlookMail, calendar, contacts.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.

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