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Post Daily Review Summary

Summarize campaign review cards in the launch team's shared document

Use this Agent instantly or customize it - no programming needed

Refresh the daily launch review briefing
Reads
  • Review scope
    Review scope

    Your chosen board, review lists, and blocked label define which cards need attention.

  • Current review cards
    Current review cards

    Your open cards provide due dates, completion status, blockers, assignees, and direct links.

  • Run date and time
    Run date and time

    Your weekday posting time and time zone set the date for due and overdue reviews.

  • Shared summary document
    Shared summary document

    Your reserved document supplies its current body and revision for the replacement.

Task board
Task board

Your task board supplies current review cards with due dates, blockers, assignees, and links.

Task board
Document editor
Document editor

Your document editor lets you read the shared document and replace its text with a revision check.

Document editor
Is the review board or shared document unreadable?YesNo
Report the failed run to the coordinator
Writes
  • Failed run notice
    Failed run notice

    Your coordinator hears when the board or document cannot be read.

Group pending cards into due and blocked sections
Did the document change after it was read?YesNo
Stop this edit and retry from a fresh document read
Replace the shared document with the daily briefing
Writes
  • Daily review briefing
    Daily review briefing

    Your shared document shows the run date, three group counts, and linked cards needing attention.

This Agent runs at your chosen weekday time. It checks cards in your review lists for due dates and your blocked label. It refreshes the shared document with a dated briefing and card links.

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Made for your industry

Post Daily Review Summary is made for businesses in these industries.

Made for your role

Post Daily Review Summary is made for people in these roles.

Made for your department

Post Daily Review Summary is made for people in these departments.

How Post Daily Review Summary works

3 steps, in order, on every run.

  1. Read Campaign Review CardsRead open cards from the review lists you choose. Note due dates, assignees, and your blocked label.
  2. Group Reviews by UrgencyGroup and count unfinished reviews as overdue, due today, or blocked. Include undated cards only when blocked.
  3. Refresh the Shared DocumentReplace your chosen document's text with the dated briefing and card links. Retry from a fresh read if someone edits it first.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, Airtable or Trello.

11 tools
Set your rules
  • Choose the campaign board, the lists that mean awaiting review, and the label that means blocked.
  • Choose a document reserved for this summary, share it with the launch team in advance, and allow the Agent to edit it.
  • Set the weekday posting time and the campaign team's time zone.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Post Daily Review Summary:

How do I choose which cards appear?

You choose the campaign board and the lists that mean awaiting review. You also choose the label that marks a blocked card.

When and where does the briefing appear?

You set the weekday posting time and time zone. You choose a shared document and give the Agent edit access.

What if a card has no due date or assignee?

Your briefing includes an undated card only if it has your blocked label. Cards without assignees appear as 'unassigned' beside their links.

What if the board or document cannot be read?

Your document stays untouched, and the coordinator hears about the failed run. If someone edits the document during a run, the Agent rereads it before retrying.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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