Report progress summary

The benefit of this AI request

Turn lengthy reports into actionable insights. Create a list report to track progress across initiatives, epics, features, and more. Then, enter this AI request to generate a concise update for leadership. The AI assistant summarizes progress by status — highlighting what shipped, what is in progress, and what is up next. It also surfaces overall trends and risks. Because there is no need to go through the report line by line, this saves you a ton of time. Share the summary with leaders to show overall momentum against your product roadmap and identify where attention is needed. In turn, everyone can make informed decisions faster.

The request

Example output

Tips to get the best results

• Apply filters to your list report to narrow down the data

• Clarify the audience (e.g., leadership, business stakeholders) that the summary is for

• Define any specific focus areas to highlight, such as trends, risks, and potential delays

• Set the desired length of the summary (e.g., three to four sentences or under 100 words)

• Create a custom instruction to apply a specific format for leadership summaries

How to get started

1. Open the saved list report that you want to summarize

2. Click the sparkle icon to open the AI assistant

3. Click the + icon in the prompt box and select Search the library

4. Search for and select the Report progress summary request and customize the details (as needed)

5. Run the request and review the AI-generated summary

6. Share directly with leaders or other stakeholders as part of your update

7. Click the star icon to add the request to your favorites in your personal settings