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AI agent for engineering managers

Project Status and Risk Report Agent

An honest, evidence-based project status and risk report each week

ReportingProject trackingAnalysisIT and developmentManagementProduct development
See how it worksGet access
Project Status and Risk Report Agent: what goes in, what the agent does and what you get

What it does

Managers spend hours each week pulling status from task boards, calendars and chats, and slipping risks get smoothed over. This agent gathers the real state of a project: task completion against plan, milestones at risk, blockers and how actual progress compares with the schedule. It calculates whether the project is on track and which items threaten the next milestone. Where data conflicts, such as a task marked done with open sub-tasks, it checks the detail before rating. It also compares current scope with the baseline, so a milestone does not look green only because scope was cut. It drafts a clear status with a red, amber or green rating backed by evidence, plus risks and asks. You approve the report before it reaches stakeholders. Edge case: quietly cut scope is reported as a risk.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Weekly status cycle 2 USES A TOOL Gather task, milestone and blocker data 3 DOES Compare progress with the plan and find at-riskitems 4 CHECKS THE RESULT Does the detailed data agree with the summarystatus? If not: check the conflicting items before rating. Backto step 2. 5 USES A TOOL Compare current scope with the baseline 6 CHECKS THE RESULT Is the milestone on track without quiet scope cuts? If not: lower the rating and list the cut scope as arisk. Back to step 5. 7 DOES Draft the status with rating, risks and asks 8 YOU APPROVE Manager approves the report 9 RESULT Status report sent to stakeholders
Read the steps as a list
  1. Weekly status cycle
  2. Gather task, milestone and blocker data
  3. Compare progress with the plan and find at-risk items
  4. Does the detailed data agree with the summary status?If not: check the conflicting items before rating. Back to step 2.
  5. Compare current scope with the baseline
  6. Is the milestone on track without quiet scope cuts?If not: lower the rating and list the cut scope as a risk. Back to step 5.
  7. Draft the status with rating, risks and asks
  8. Manager approves the reportThe agent waits here for your OK.
  9. Status report sent to stakeholders

How it decides

It rates status from actual progress against plan and checks conflicting data before reporting, never smoothing a real risk.

  • Rate from actual progress, not optimism
  • Check conflicting data before reporting
  • Flag milestones kept green by hidden scope cuts

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Rating rules
  • Data sources
  • Risk thresholds
  • Report format and audience

What keeps you in control

It always asks you first

  • Sending the status report

Hard limits

  • Does not hide risks to look good
  • Nothing sent to stakeholders without approval

It stops when

  • Done: report reflects reality and is approved
  • Stop: project data sources are unavailable

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensFor the week of August 12 on the Harlow Clinic portal project, the summary showed milestone 3 on track. The detail check failed: two tasks marked done still had open sub-tasks. The scope check then showed testing scope trimmed from 40 to 25 cases. The agent rated the milestone amber with the evidence and listed the trimmed scope as a risk. The project manager approved the report.

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