Guide // AI Workers

How to use AI to prepare a weekly project review

You'll have a short status summary of a project, posted to your team's channel, with to-dos for the follow-ups.

For: Project leads and team members who run a weekly review
Time: About 15 min
Uses: Chat with Maxima · Document and channel summaries · Posting in channels

Before you start

A workspace with a Maxima; any member can chat with it
Access to the project, documents and channels you want reviewed: Maxima only reads what you can read

Ask what's in progress
Open AI Workers, type in Message Maxima and press Enter, for example “Which Lumen App issues are in progress, and who has them?” Maxima answers with a table that links each issue.
In the user guide
Ask what's blocked or left
Follow up in the same chat, which keeps its context: “What is left before we can close LUM-7?” or “Which of these are blocked?” Naming the issue makes it faster to find.
In the user guide
Summarise documents and channels
Ask for the short version of what changed, for example “Summarise the Lumen 1.0 product brief in five bullet points” or “What did the team decide about the Pro trial in #product?”
In the user guide
Post the summary to the team
Ask Maxima to post it, for example “Post this summary in #product”, and reply Yes if it asks you to confirm. To discuss it further, @mention Maxima in the channel and it answers in a thread.
In the user guide
Add to-dos for the follow-ups
Ask Maxima to add to-dos, for example “Add a to-do for Daniel to unblock LUM-16 by Friday.” They show up as action items in the person's Planner.
In the user guide