01
Inputs
A defined project or team, source documents or channels, a reporting period, and the people who will review the update.
02
Steps
Use these steps as a starting brief for your agent.
- Connect the accounts that hold the project information.
- Ask the agent to gather changes for the reporting period and retain source links.
- Review a draft organized into progress, blockers, and next steps.
- Once the process works, turn its known steps into a workflow and configure the available schedule.
03
Output
A sourced draft with progress, blockers, owners, and next steps. Review before posting to a shared channel.