Playbook // Operations
Weekly operating review
- Progress
- Blockers
- Decisions
- Actions
How to collect progress, blockers, decisions and next actions. A weekly review where progress and blockers are gathered before the meeting, decisions land in the minutes, and every action leaves the room with an owner and a date.
Native foundationAgent-customizableIntegration-dependent- Setup in Maxint Work
- About 15 minutes, once
- The business process runs
- Every week, around one meeting
How it comes together
Each step is a guide with the exact steps in the product.
- 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.
About 15 min
- How to turn meeting decisions into tasks
You'll have meeting minutes with the decisions written down, and a linked Tracker issue or Planner action item for each follow-up.
About 10 min
- How to organize documents and decisions
You'll have each decision written up in a document that points to its meeting and the affected issues, discussed in comments, and locked once it is final.
About 15 min
Where AI Workers take part
- Before the meeting, Maxima lists progress and blockers per project, with links.
- In the call, transcription brings an AI Worker in to take notes into the minutes.
- After it, Maxima posts the summary in the team's channel and adds follow-up to-dos.
Customize this playbook with Maxima
This playbook is a starting point, not a fixed template. Change the stages, add your own records and approvals, or build something different on top.
Make it yours
“Set up our weekly operating review. Every week before the meeting, collect progress and blockers for each active project, book the review with the project leads, and after the meeting turn the decisions in the minutes into issues with owners and due dates. Post the summary in #operations.”
Copy the instruction, change the names and dates, and send it to Maxima in your workspace. Nothing is set up until you do. Maxima works within the role you've given it: some of this already exists, some needs an elevated role, and connections or custom development are called out in its plan.