PERSONAL PRODUCTIVITY
Assemble the Weekly OKR Confidence Status Board
After the check-in window closes, merges ClickUp key-result progress with collected Coda confidence ratings into a single color-coded status board doc and posts the rollup…
How it runs
The automated pipeline, trigger to output.
- TriggerPost-deadline weekly schedule fires
- ActionRead KR progress + targets from ClickUpClickUp
- ActionRead confidence ratings from Coda tableCoda
- LogicJoin by KR, roll up health, assign board color
- ActionWrite color-coded board into Coda docCoda
- OutputPost green/yellow/red rollup to leadership SlackSlack
What it does
Produces the weekly status board leadership actually reads. It joins each key result's measurable progress from ClickUp with the owner-reported confidence rating stored in Coda, computes an overall objective health rollup, and renders a color-coded board (green/yellow/red) in a Coda doc — then drops a digestible summary into the leadership channel.
When to use it
Use this at the end of the check-in window when you need one authoritative view that blends hard numbers with owner sentiment, instead of a spreadsheet someone hand-assembles every Thursday.
How it works
- 1A weekly schedule fires after the check-in deadline (e.g. Thursday afternoon).
- 2It reads current KR progress and targets from ClickUp.
- 3It reads the collected confidence ratings and notes from the Coda check-in table.
- 4A logic step joins the two by KR, rolls confidence up to each parent objective, and assigns a board color per the worst-child rule.
- 5It writes the assembled, color-coded board into the Coda status doc.
- 6It posts a top-line rollup (counts of green/yellow/red objectives plus links) to the leadership Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect ClickUpDocs + tasks + chats in one workspace.
- 2Connect CodaDocs, packs, automations.
- 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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