Sync project status to your Airtable tracker

Your project tracker in Airtable is only as current as the last person who updated it. An Orkeste agent reads the issues in Jira or Linear for each project and updates the matching Airtable record: status, a short progress note and the risks to watch.

The problem

Project managers copy status from the delivery tools into the tracker by hand, once a week at best. Leadership reads a tracker that is two weeks behind.

How the workflow runs

Runs: Every day or every week.

  1. Read the tracker: The agent reads the project records in your Airtable table.
  2. Read the issues: For each project, it searches Jira (up to ten issues) or Linear (up to 20).
  3. Work out the status: It writes the status, a progress note and the risks, using the rules in its briefing.
  4. Approve: Record updates wait in Validations for the ops lead.
  5. Update Airtable: Approved updates are written to the matching records.

With approval on for Airtable, records change only after the ops lead approves.

Who does what

What this workflow does not do

Works with your stack

Questions about this workflow

Can it read status from Slack or email?

Email, yes: the agent can read recent emails in Gmail or Outlook. Slack, no: agents post to Slack but do not read it.

Does it change our table structure?

No. It only creates and updates records in the fields that exist.

Can it post a summary too?

Yes. Add a step to post the changes to Slack once the records are updated.

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