PERSONAL PRODUCTIVITY
At-Risk OKR Manager Alert from ClickUp to Teams
Weekly it scans ClickUp goal and task progress, isolates only the key results that are behind pace or stalled, and sends each manager a focused at-risk briefing in Microsoft Teams.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionRead ClickUp goals and linked task progressClickUp
- LogicCompute pace and keep only at-risk KRs
- ActionDraft reason and next step per at-risk KROpenAI
- LogicSkip managers with no at-risk KRs
- OutputSend focused at-risk briefing in TeamsMicrosoft Teams
What it does
It gives managers a signal, not noise. Rather than reporting on every objective, the workflow inspects ClickUp goals and their linked tasks, flags only key results that are behind expected pace or have had no completed tasks recently, and delivers each manager a Teams message listing just their at-risk KRs with the underlying reason.
When to use it
Use it when ClickUp holds your goals and tasks and managers are drowning in green-status updates. It surfaces the few OKRs that actually need a conversation before the weekly review.
How it works
- 1A weekly schedule triggers the run.
- 2It reads ClickUp goals and their linked task completion and due-date data.
- 3A logic step computes expected-versus-actual pace per KR and keeps only those behind pace or with zero recent completions.
- 4An OpenAI step writes a one-line reason and a suggested next step for each at-risk KR.
- 5A logic gate skips managers with no at-risk KRs this week.
- 6It sends each remaining manager their focused at-risk briefing in Microsoft Teams.
Set it up
What you configure once, before turning it on.
- 1Connect ClickUpDocs + tasks + chats in one workspace.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect Microsoft TeamsChannels, chats, files.
- 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.
More Personal Productivity workflows
Log Outlook promises to Airtable with per-recipient commitment rollups
Captures promises from sent Outlook mail into an Airtable base, linking each commitment to a recipient record so you get a running per-contact view of everything you've promised…
Turn Outlook email promises into assigned Asana tasks with due dates
When you send an email containing a commitment, an LLM extracts the promise and its deadline and creates a corresponding Asana task assigned to you with the due date set.
Auto-decline low-priority invites that collide with deep-work blocks
When a new calendar invite lands on top of a protected deep-work block, an AI scores its priority and auto-declines low-value meetings with a polite note proposing alternative…
Decline focus-block meetings and auto-propose a free slot via Notion log
When a low-priority invite hits a focus block, it declines the meeting, finds your next genuinely free slot, replies with a counter-proposal.
Monthly Meeting Cost Report by Email
On the first of each month, tallies every recurring meeting's total person-hours across the team, converts to an estimated dollar cost.
Auto-create weekly focus blocks around existing meetings and guard them
Every Sunday an agent reads next week's confirmed meetings, carves protected deep-work blocks into the open gaps, sets your Slack status to defend them.
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.