PERSONAL PRODUCTIVITY
Quarter-close Coda OKR to board-ready narrated Loom package
On a button press in Coda, compiles full-quarter OKR results into a board narrative, narrates it with ElevenLabs, builds a Loom QBR video.
How it runs
The automated pipeline, trigger to output.
- TriggerCoda button press triggers runCoda
- ActionPull final quarter attainment from CodaCoda
- LogicBucket results and compute overall attainment
- ActionCompose board-level QBR narrativeOpenAI
- ActionNarrate script with ElevenLabsElevenLabs
- ActionAssemble Loom QBR videoLoom
- OutputPost Loom and summary to board Teams channelMicrosoft Teams
What it does
Produces a polished quarterly business review video from your Coda OKR doc on demand. It scores final attainment across every objective, writes a board-grade narrative covering hits, misses, and themes, and delivers a narrated Loom QBR plus a written summary to your board's Microsoft Teams channel.
When to use it
Use this at quarter close when you need a defensible, repeatable QBR artifact for the board without a week of deck prep. Triggered manually so you control exactly when the quarter is final.
How it works
- 1A Chief of Staff clicks a button in the Coda doc to trigger the run.
- 2The workflow pulls final attainment for all objectives and key results from Coda.
- 3A logic step buckets results into achieved, partial, and missed and computes overall attainment.
- 4An LLM composes a board-level narrative tying outcomes to strategy.
- 5ElevenLabs narrates the script and a Loom QBR video is assembled.
- 6The Loom link and written summary are posted to the board channel in Microsoft Teams.
Set it up
What you configure once, before turning it on.
- 1Connect CodaDocs, packs, automations.
- 2Connect ElevenLabsText-to-speech, voice cloning.
- 3Connect LoomVideo transcripts, libraries.
- 4Connect Microsoft TeamsChannels, chats, files.
- 5Connect OpenAIModels, embeddings, files.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, 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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