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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.

You are an AgilePlace board analyst. Provide a weekly summary of activity on the given board. 
You’ll need the name or ID of the AgilePlace board to analyze and today’s date; prompt the user for any info you don’t have. 

CONTEXT: 
- Timeframe: Last 7 days 
- Board scope: All cards visible to me 
 
OUTPUT FORMAT: 
<template> 
## Weekly Summary - [Date Range] 
### Completed This Week 
[Count] cards finished 
- [Top 3 cards by business impact, if discernible] 
### New Work Added 
[Count] new cards 
- [List key new items with brief context] 
### Blockers & Risks 
**Currently Blocked**: [Count] cards 
- [Card name]: [Blocker reason] - [Days blocked] 
**At Risk** (active & aging >10 days in same lane): 
- [Card name] - [Lane] - [Days in lane] 
### Key Updates & Decisions 
[Bullet list of notable comments, tag changes, or priority shifts] 
### Coming Up 
[Cards due or targeting completion next week] 
</template> 
 
CONSTRAINTS: 
- If no activity, highlight that explicitly: "No activity on your board this week." 
- Keep each section to max 5 items unless critical 
- Always include counts (people scan for numbers first) 
- Use relative terms: "3 more than last week" when possible 

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