Which records can it read?

Any system that exposes an authorized way to read milestones, tasks, the time or cost records you define, and the plan of record. The audit confirms which of yours do and which jobs are in scope.

Can it explain a slip?

Every flag names the milestone, the plan value and the actual, and every narrative statement traces to the record it came from. That traceability is what makes the report reviewable rather than something the owner has to take on trust.

Job and project status reporting, continuously

The status report is a reconstruction of what the job records already know

Today

Rebuilt weekly by the person least able to spare the time

Status lives in the job records and in the heads of the three people running the jobs.
The weekly report is rebuilt by the person least able to spare the time, from the same records the report already describes, and the slip on the second job is discovered in the meeting rather than before it.
When somebody asks a follow-up question, the answer needs another rebuild.

With agents

Assembled from the records on your cadence, with the calls left to the job owner

The report is current when it is asked for.
The slip is visible before the meeting.
The owner's time goes to the commentary.

How an agent runs it

The status report is a reconstruction of things the job records already know. The workflow assembles it from those records on the cadence you set, flags what slipped against the plan, and leaves the commentary and the calls to the job owner.

01

Assembles

Builds status per job or project from the records you authorize, on the cadence you set, in your existing format.

02

Compares

Checks actual against the plan of record, milestone by milestone, in the plan's own units.

03

Flags

Names what slipped past the thresholds you set, and what has had no update since the last cycle.

04

Drafts

Writes the status narrative from the records, with each statement traced to the record it came from.

05

Human gate

Routes the draft to the job or project owner for review before it circulates. The commentary, and any change to scope, date, budget or resource, is a person's, and the report can be assembled by hand at any point because the records and the plan are yours.

06

Holds

Keeps prior periods intact so a slip is measured against the plan that was in force rather than against a re-baselined one.

07

Reports

Sends the reviewed status to the recipients you named, only after the owner has signed.

Results

What changes when the report is built from the record

Current when it is asked for

Assembly runs on a cadence from the records rather than on request from a person, so the answer exists before the question.

The slip is visible before the meeting

Comparison to the plan of record runs every cycle with thresholds you set, so the meeting starts at the decision.

Your time goes to the commentary

The narrative is drafted from the records, so the owner reviews and judges rather than reconstructs.

Where this fits

Workflow / Automate a Workflow

Tier 1 through the Automate a Workflow door: one process, from job records to a reviewed status report. The boundary is judgement: the commentary and every plan decision are a person's, and Recurring reports that spawn themselves is the mechanism that can carry this report on a schedule once it is defined. It extends toward The agent-run operations back office as a possible next step rather than a promised state. How It Works shows how the review gate is built.

Tier 1 / Prove

How It Works

Questions, answered

No. The owner reviews and signs before anything circulates, the send is gated by default and opens only on your decision, and the workflow changes no plan. The records and the plan live in your systems, so the report can be assembled by hand at any point without the agent.