PROJECT MANAGEMENT
Monthly Trello Flow-Efficiency Review with AI Narrative
Monthly, queries the Postgres cycle-time history, has the CEO agent write a plain-English flow-efficiency review explaining what changed and why.
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly schedule fires
- ActionQuery cycle-time history from PostgresPostgres
- LogicRoll up month-over-month deltas by board/stage
- ActionAgent drafts flow-efficiency narrativeOpenAI
- OutputDeliver narrative + metrics to SlackSlack
What it does
Once a month it reads the accumulated cycle-time history from Postgres, then hands the trend data to the CEO agent to interpret. The agent writes a short narrative review — where flow efficiency improved or slipped, which stages are dragging, and what to investigate — and posts it alongside the headline metrics to Slack. It turns raw delivery data into a decision-ready briefing.
When to use it
Use it when leadership wants insight, not just dashboards. Ideal for monthly delivery reviews where someone would otherwise spend an hour staring at charts trying to explain the numbers.
How it works
- 1A monthly schedule triggers the review.
- 2Postgres returns the trailing cycle-time and flow-efficiency records.
- 3A compute step rolls them into month-over-month deltas by board and stage.
- 4The CEO agent reasons over the deltas and drafts a plain-English review with findings and suggested focus areas.
- 5The narrative and supporting numbers are delivered to Slack as the monthly flow-efficiency briefing.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Connect OpenAIModels, embeddings, 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.
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Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.