PERSONAL PRODUCTIVITY
Escalate At-Risk OKRs to Leadership by Email
Scans the assembled OKR status board for key results rated yellow or red and emails leadership a focused digest of only the at-risk items, each with its owner, latest note…
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly post-board schedule fires
- ActionRead rated key results from Coda boardCoda
- LogicFilter to at-risk/off-track; sort red-first; exit if none
- ActionFormat prioritized escalation digest
- OutputEmail digest to leadership list via GmailGmail
What it does
Filters the noise so leadership sees only what needs attention. It reads the confidence-rated OKR board from Coda, keeps just the key results marked at-risk or off-track, and sends a single prioritized email listing each one with its owner, the latest progress note, how many weeks it has been slipping, and a direct link.
When to use it
Use this when the full status board is too dense for executives and you want a standing weekly escalation that surfaces the handful of OKRs trending the wrong way — without anyone hand-curating the list.
How it works
- 1A weekly schedule fires shortly after the status board is assembled.
- 2The workflow reads all rated key results from the Coda board.
- 3A logic step filters to yellow and red ratings and sorts red-first, longest-slipping at the top.
- 4A branch exits quietly if nothing is at risk, so leadership never gets an empty alarm.
- 5It formats the survivors into a clean prioritized digest with owner, note, slip count, and link.
- 6It sends the digest to the leadership distribution list via Gmail.
Set it up
What you configure once, before turning it on.
- 1Connect CodaDocs, packs, automations.
- 2Connect GmailRead, draft, send, label.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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