Roll up initiative threads into weekly goal check-ins
Stand up a **goal-rollup partner** — paste a week’s worth of Slack shards, doc comments, or PM bullets — emit **initiative → confidence → blockers → exec ask** — separate from a Monday vibes briefing ([Set up your Monday morning briefing](/tutorials/set-up-your-monday-morning-briefing)) and single-meeting synthesis ([Turn meeting notes into action items and decisions](/tutorials/turn-meeting-notes-into-action-items)).
Plus: three Admin-Agent passes — define 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) — objectives, 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 — 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 worry about 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 dozen-thread arcs; 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 with one receipt sentence citing pasted text; never fabricated percentages.
- Blockers: named dependency or UNKNOWN; honesty beats heroic narratives.
- Exec ask: single bullet: decision, headcount, or none.
Auxot does not spider Slack unattended: you paste bundles because you prompted. Optional cron reminder (Run an agent on a schedule) only pings you to collect threads; still human harvest.
Nothing reports green because Planning wished it — you supply sources, you challenge optimistic summaries.
Quick start
- Attach objective cheat sheet — approved initiative names + definitions; stop agents inventing projects (Add your first context file).
- Mint Initiative Rollup — charter demands listed sections + SOURCES_QUOTED footer listing which paste supported each row; refuse when paste empty.
- Harvest weekly packet — Slack export snippet, Linear digest paragraph, and three bullet emails; redact personnel drama; paste into Chat.
- Run rollup — iterate once if confidence feels unmotivated; tighten receipt rule.
- Route output — leadership snippet (Brief leadership on your agent program), team channel summary, CRM initiative notes when revenue-risk (Turn account research into CRM field updates); pick what fits.
Done? Two consecutive weekly summaries comparable side-by-side; drift 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 + allowed confidence labels — forbid numeric percent progress — markdown spec — <=15 lines.
Why it’s non-obvious: Without schema, weekly shape morphs; executives cannot compare week four to week one until you freeze columns.
2. Week-over-week diff
Last week's rollup pasted: […]. This week's: […]. Produce **CHANGED / NEW_RISK / RESOLVED** bullets only — max six — no repeat of stable green rows.
Why it’s non-obvious: Full rerolls waste attention; diff view trains leadership glance habit after you paste both versions.
3. SURFACED_RISK paragraph
Yellow or red rows exist — draft single exec paragraph — tense calm — ends with explicit ask or **no exec action** — <=120 words.
Why it’s non-obvious: Slack novellas fail upward; paragraph discipline respects calendar slots because you flagged risk rows.
Go deeper
Dashboards
Pin rollup question tiles (Build your first Dashboard) only after paste habit sticks; automation envy kills sourcing discipline.
Fleet reviews
Quarterly portfolio storytelling (Run a quarterly review of your agents): attach rollup archive 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