PROJECT MANAGEMENT
Monday Dependency Slip Detection to Stakeholder Brief
Scans a Monday board for tasks whose due dates push past their downstream dependencies, then drafts and emails a plain-English slip briefing to stakeholders via Outlook.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily morning schedule
- ActionFetch board items, timelines, and dependenciesmonday.com
- LogicDetect predecessors slipping past successor starts
- LogicStop if no slips found
- ActionDraft stakeholder slip briefingOpenAI
- OutputEmail briefing to stakeholdersOutlook
What it does
This workflow watches a Monday project board, walks each task's dependency chain, and flags every case where a delayed predecessor now lands after a successor's start date. It then writes a readable briefing that names the slipped tasks, the knock-on items, and the new projected dates, and emails it to the stakeholder distribution list.
When to use it
Run it on the morning of a weekly status meeting, or any time you need a no-spin answer to "what is actually at risk this week?" without manually tracing dependency arrows across a crowded board.
How it works
- 1A daily schedule fires the run.
- 2The flow pulls all items, their timelines, and dependency columns from the target Monday board.
- 3A logic step compares each predecessor's projected finish against each successor's start, collecting only the genuine slips.
- 4If at least one slip exists, OpenAI turns the raw slip list into a concise stakeholder briefing with risk framing and recommended decisions.
- 5The briefing is sent as a formatted Outlook email to the stakeholder list.
Set it up
What you configure once, before turning it on.
- 1Connect monday.comVisual work management for teams.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect OutlookMail, calendar, contacts.
- 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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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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