Roll up initiative threads into weekly goal check-ins
Stand up a **goal-rollup agent** that takes a week's worth of Slack threads, doc comments, or PM bullets and emits **initiative → confidence → blockers → exec ask**. Separate from the Monday morning briefing ([Set up your Monday morning briefing](/tutorials/set-up-your-monday-morning-briefing)) and from single-meeting synthesis ([Turn meeting notes into action items and decisions](/tutorials/turn-meeting-notes-into-action-items)).
Plus: three Admin-Agent passes: define the rollup schema from your company objectives doc alone, diff **this week vs last week** without inventing progress, and draft **one paragraph exec SURFACED_RISK** capped at 120 words.
| Audience | Everyone · Admins · Executives |
|---|---|
| Time | ~12 min |
| Prerequisites | Messy reality exists ([Connect Slack to your agents](/tutorials/connect-slack-to-your-agents) when threads live there). Agent basics ([Create an agent from scratch](/tutorials/create-an-agent-from-scratch), [Give your agent its job description](/tutorials/give-your-agent-its-job-description)). Goals vocabulary in context ([Add your first context file](/tutorials/add-your-first-context-file) for objectives and naming). Helpful: weekly rhythm ([Set up your Monday morning briefing](/tutorials/set-up-your-monday-morning-briefing)), meeting extraction ([Turn meeting notes into action items and decisions](/tutorials/turn-meeting-notes-into-action-items)). |
| You'll end up with | One **Initiative Rollup** agent with stable markdown sections, plus a **recurring calendar or workflow reminder** ([Run a workflow](/tutorials/run-a-workflow)) so paste discipline survives busy weeks. |
When a tutorial shows italic text in quotation marks, it usually mirrors a label or helper string inside Auxot. Product copy changes between releases — if something reads differently in your workspace, trust what you see on screen.
Callouts with a Worth knowing gold accent are meant as must-read context before you move on. Blockquotes that open with Tip are lighter, optional depth.
Why this matters
Monday briefings cover the whole business (Set up your Monday morning briefing). Meeting synthesizers freeze one conversation (Turn meeting notes into action items and decisions). Initiative work spreads across dozens of threads over several weeks; nobody reads them end-to-end before the quarterly review.
A rollup agent compresses scattered chatter into the same shape every week:
- Initiative: plain name from your objective doc (Add your first context file).
- Confidence: green / yellow / red, each with one supporting sentence citing pasted text; never fabricated percentages.
- Blockers: named dependency or UNKNOWN. Plain reporting beats stories about how hard the team is trying.
- Exec ask: single bullet: decision, headcount, or none.
Auxot does not crawl Slack on its own: you paste bundles because you prompted. An optional cron reminder (Run an agent on a schedule) only pings you to collect threads; the harvest stays human.
Auxot doesn’t paint a status green on its own: you supply sources, you challenge optimistic summaries.
Quick start
- Attach the objective cheat sheet. Approved initiative names plus definitions stop the agent from inventing projects (Add your first context file).
- Create the Initiative Rollup agent. Its instructions demand the listed sections plus a SOURCES_QUOTED footer naming which paste supported each row; the agent refuses to run when paste is empty.
- Harvest the weekly packet. Slack export snippet, Linear digest paragraph, and three bullet emails; redact personnel drama; paste into Chat.
- Run the rollup. Iterate once if a confidence color reads unmotivated; tighten the SOURCES_QUOTED rule.
- Route the output. Leadership snippet (Brief leadership on your agent program), team channel summary, CRM initiative notes when revenue is at risk (Turn account research into CRM field updates). Pick what fits.
Done? Two consecutive weekly summaries comparable side-by-side; week-over-week movement is visible without new dashboards.
The agent can do that?
1. Schema from objectives doc
Chat → Admin Agent:
Paste objectives page excerpt: […]. Define rollup table columns plus allowed confidence labels (forbid numeric percent progress). Output as a markdown spec under 15 lines.
Why it’s non-obvious: Without a frozen schema, the weekly format changes every week and executives cannot compare week four to week one until you freeze the columns.
2. Week-over-week diff
Last week's rollup pasted: […]. This week's: […]. Produce **CHANGED / NEW_RISK / RESOLVED** bullets only, max six. Do not repeat stable green rows.
Why it’s non-obvious: Re-running the full rollup every week wastes attention. The diff view teaches leadership to scan only what changed after you paste both versions.
3. SURFACED_RISK paragraph
Yellow or red rows exist. Draft a single exec paragraph in a calm tone, ending with an explicit ask or **no exec action**. Cap at 120 words.
Why it’s non-obvious: Long Slack threads disappear into the noise upstairs; paragraph discipline respects calendar slots because you flagged the risk rows.
Go deeper
Dashboards
Pin rollup question tiles (Build your first Dashboard) only after the paste habit sticks. Pinning dashboard tiles too early kills the habit of pasting fresh sources every week.
Quarterly reviews
Quarterly portfolio storytelling (Run a quarterly review of your agents): attach the rollup archive as an appendix.
Quarter plans
Longer horizons (Plan your first 90 days with your agents): rollup agent reads same objective sheet; extend horizon wording cautiously.
Privacy
Roll-up output may contain personnel matters: align handling (Run a data privacy review before you ship); restrict channels.
Walkthrough
Step 1: Pick three initiatives max pilot
Depth beats covering seventeen shallow rows.
Step 2: Paste synthetic messy thread
Practice redaction habits: names → roles only.
Step 3: Tune SOURCES_QUOTED strictness
Too loose → hallucinated confidence; tighten until receipts mandatory.
Step 4: Calendar reminder
Friday 4pm collect, Monday 8am rollup; timezone explicit (Run an agent on a schedule).
Step 5: Retro quarterly
Archive markdown files: dated, searchable, not only Chat scrollback.
What’s next
- → Run a quarterly initiative audit from scattered notes. Same initiative vocabulary; classify Pursued / Thin / Absent once per quarter by pasting weekly rollup excerpts into the audit packet.
- → Turn internal office hours into FAQ updates. Raw weekly questions become handbook rows; same rhythm, durable corpus for Q&A.
- → Set up your Monday morning briefing. Stitch rollup Exec ask section into broader Monday narrative; different scope, same cadence.
- → Turn meeting notes into action items and decisions. Initiative threads often include meetings; synthesize those first and paste outputs into rollup packet.
- → Brief leadership on your agent program. Exec paragraph slot; tone alignment.
- → Run a workflow. Optional board column Paste rollup: human collects sources, agent step formats.
- → Add your first context file. Objectives sheet remains source of truth; rollup never renames initiatives casually.
Reference
- Pages in Auxot: Chat, Settings → Agents, Settings → Context Files, and Workflows
- See also: Run a deal desk for pricing and legal exceptions, Turn internal office hours into FAQ updates, Run a quarterly initiative audit from scattered notes, Run a quarterly review of your agents, Build your first Dashboard, Turn account research into CRM field updates