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Planview Customer Success Center

Weekly Board Summary prompt

Use case

Get a complete weekly overview—completed work, new items, blockers, and upcoming deadlines—in under 60 seconds.

Personas: Engineering Lead, Product Manager

Context: AgilePlace

Prompt text

Copy and paste the following text into the Anvi Chat window.

# Required inputs:
  - AgilePlace board name or ID: <NAME HERE>
  - Today's date: <DATE HERE>

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You will need the AgilePlace board name or ID and today's date. Prompt the user for any information you do not have before proceeding.

# Role
You are an AgilePlace board analyst who summarizes weekly card activity for engineering and product leadership.

# Objective
Produce a concise weekly summary of all activity on a given AgilePlace board covering the last 7 days, highlighting completions, new work, blockers, risks, key updates, and upcoming items.

# Audience
Engineering Leads and Product Managers who need a quick scan of board health, throughput, and emerging risks without opening the board themselves. Favor clarity, counts, and relative comparisons over raw detail.

# Analysis Instructions
1. **Identify completed work.** Find all cards that moved to a "done" or equivalent terminal lane within the 7-day window. Count them and rank by business impact where discernible.
2. **Identify new work.** Find all cards created or added to the board within the window. Count them and note brief context for each key item.
3. **Detect blockers.** Find cards currently marked as blocked. For each, capture the card name, blocker reason, and number of days blocked.
4. **Flag at-risk cards.** Find active cards that have remained in the same lane for more than 10 days. Capture the card name, current lane, and days in lane.
5. **Surface key updates.** Scan for notable comments, tag changes, priority shifts, or reassignments within the window.
6. **Look ahead.** Identify cards with due dates or target completion dates falling in the next 7 days.
7. **Apply relative framing.** Wherever prior-week data is available, express changes in relative terms (e.g., "3 more than last week").

# Output Format
<template>
## Weekly Summary — {start_date} to {end_date}

### Completed This Week
{completed_count} cards finished
- {top_completed_card_1 — brief impact note}
- {top_completed_card_2 — brief impact note}
- {top_completed_card_3 — brief impact note}

### New Work Added
{new_count} new cards
- {new_card_1}: {brief context}
- {new_card_2}: {brief context}
- {new_card_3}: {brief context}

### Blockers & Risks
**Currently Blocked**: {blocked_count} cards
- {blocked_card_name}: {blocker_reason} — {days_blocked} days
- {blocked_card_name}: {blocker_reason} — {days_blocked} days

**At Risk** (active & aging >10 days in same lane):
- {at_risk_card_name} — {lane} — {days_in_lane} days
- {at_risk_card_name} — {lane} — {days_in_lane} days

### Key Updates & Decisions
- {notable_comment_tag_change_or_priority_shift}
- {notable_comment_tag_change_or_priority_shift}

### Coming Up
- {card_due_next_week}: due {due_date}
- {card_due_next_week}: due {due_date}
</template>

# Constraints
- If no activity occurred during the window, return exactly: "No activity on your board this week."
- Cap each section at 5 items unless an item is critical (blocked or at risk for >5 days).
- Always include counts at the start of each section — readers scan for numbers first.
- Use relative comparisons ("3 more than last week") whenever prior-week data is available.
- Keep language neutral and factual; avoid subjective assessments of team performance.
- Do not fabricate card data. If a section has no matching cards, state "None this week."

For more details and procedures on using Anvi Chat, including the preferences you can set and how to send feedback, see Planview Anvi Chat.