Projects
Multi-Project Portfolio Pulse
Review a project portfolio. Uses project key, program, milestone, time window.
Configure this skill
The page and the file follow your answers.
CRM
Email
Chat
Documents
Calendar
Project tools
6 of 6 systems connected
KeepDirectMissing
Your assistantSKILL.md
Download ↓
When to use it
Review a project portfolio.
What it covers
Inputs
Project, current plan/baseline, reporting cutoff.
Result
Milestone status, baseline variance, blockers, decisions and sources.
What it uses
Project toolsSlackCalendarEmailDocumentsKeep memoryRead only
For developers
Retrieval instructions
Resolve people, accounts and projects by stable identifiers. Use only the sources this task needs. Cite the source and date for each finding. Keep source systems unchanged.
Data sources
Linear, Slack, Google Workspace, Keep memory.
Procedure
- Resolve inputs for Multi-Project Portfolio Pulse: project_key, program, milestone, time_window. Default time window: active program milestones this month (override if caller provides time_window). Ask only for.
- keep_memory_read for open tasks, decisions, and handoffs relevant to Multi-Project Portfolio Pulse (filter out unrelated day-plan noise).
- Run keep_search with these skill-specific intents (keep meaning; adjust wording to corpus):