executive

ClickUp Workspace Intelligence

Six modes of workspace clarity — one ClickUp command.

Turns raw ClickUp activity into a concise update leaders can act on without asking every owner for written status.

Best forConsultingProfessional ServicesSaaS

Agents7 required

Duration3-10 minutes

Turn your ClickUp workspace into a command center for six distinct intelligence modes. Exec Rollup aggregates cross-list delivery metrics and management interventions into a leadership-ready update. Capacity & Risk Forecast surfaces overloaded owners, deadline clustering, and dependency cascade risks before commitments slip — including academic framework grounding via scholar search and a data-analyst-driven composite risk score chart. Client Delivery Digest summarizes a client project into shipped items, on-track milestones, blockers, and decisions needed — formatted for external distribution with client context pulled from web and blog RSS. Dependency Map traverses task dependency links to identify the critical path, bottleneck nodes, orphans, and circular risks with BFS/DFS graph traversal and verslay_scholar_search for methodological grounding. Sprint Triage scans the active sprint for blockers, stale work, and unclear ownership, then produces a triage decision table and 15-minute stand-up brief. Stale Task Rescue finds tasks with no activity above a configurable threshold, classifies by decay severity, and recommends a rescue action per task. All modes share the same ClickUp connection, memory-backed baselines, and parallel research enrichment pipeline.

How it runs

Multi-agent orchestration — here's the flow, step by step.

Mode detection & workspace pull: infer or confirm the requested mode from the user prompt (exec rollup, capacity forecast, client delivery, dependency map, sprint triage, stale rescue). Call verslay_recall for prior baselines, velocity benchmarks, capacity snapshots, dependency maps, audit history, and delivery states. Call clickup-workspace-orchestrator to pull the correct task slice for the selected mode — status, assignee, priority, due date, estimate, dependency links, last-comment timestamps. For Dependency Map mode, also fetch explicit blocking/blocked-by/waiting-on links to build an adjacency list. For Client Delivery mode, scope to the specified client project filter. For Sprint Triage mode, also pull the backlog list. Store raw task dataset as Phase 1 output.

pm scanner

Mode-specific workspace analysis: Exec Rollup — aggregate task completion rates by team, list, and priority tier; calculate on-time delivery rate, overdue percentage, current sprint velocity; identify top 5 blockers and top 3 teams by workload; produce an executive-level project health summary. Client Delivery — compute delivery health metrics: percentage of tasks completed on time vs. overdue, velocity trend, milestone completion rate, SLA-risk items; produce a delivery health scorecard. For Capacity Forecast — identify the critical path for the top three upcoming milestones; flag task chains where a single blocked or overdue item would cascade; detect members assigned to dependent tasks across multiple chains simultaneously; produce a risk-ranked task dependency map. For other modes, pass the Phase 1 dataset directly to Phase 2 parallel tracks.

clickup workspace orchestrator

Research enrichment (parallel with clickup-workspace-orchestrator): call verslay_web_search, verslay_news_search, and verslay_reddit_search (r/agile, r/projectmanagement, r/productivity) targeting mode-specific benchmarks — delivery rates and team velocity (Exec Rollup), capacity risk thresholds and sprint capacity management (Capacity Forecast), project dependency management and bottleneck ratios (Dependency Map), sprint triage decision frameworks and descoping best practices (Sprint Triage), task hygiene and stale-task rescue heuristics (Stale Rescue). For Exec Rollup mode, call verslay_rss_fetch on a project management industry blog RSS feed to surface trending delivery improvement frameworks. For Client Delivery mode, call verslay_web_search and verslay_news_search targeting the client's company name and industry, then call verslay_rss_fetch on the client's company blog RSS feed to surface announcements and news that may affect project priorities. Pass benchmark and client-context data to Phase 3.

web researcher

Mode-specific quantitative analysis: Exec Rollup — consume Phase 2 project health summary and benchmarks; build exec rollup table (completion rate, on-time rate, overdue count, velocity vs. benchmark by team); call verslay_chart_create to generate task-status distribution bar chart and team-velocity comparison chart. Capacity Forecast — consume Phase 1 raw capacity data and Phase 2 benchmark research; run statistical load analysis: per-member utilization rate, deadline clustering, blocked-task ratios; call verslay_scholar_search targeting 'software project capacity forecasting models' to retrieve academic frameworks for risk-scoring; pass enriched per-member metrics to Phase 4. Client Delivery — consume Phase 2 delivery scorecard and client intelligence; call verslay_chart_create for milestone completion progress bar and task-status breakdown donut chart. Dependency Map — apply BFS/DFS graph traversal to the Phase 1 adjacency list: critical path (longest dependency chain), bottleneck in-degree, orphaned tasks, circular dependency risks (DFS with visited/recursion-stack check); call verslay_scholar_search targeting 'critical path method project management' and 'dependency graph analysis techniques'. Sprint Triage — compute sprint health metrics: estimated vs. available team hours, completion-rate trend from last two sprints, percentage of tasks blocked or not started with fewer than 3 days remaining, per-member load distribution; produce sprint health scorecard. Stale Rescue — classify each stale task by decay severity: critical (overdue + high priority + no activity >14 days), at-risk (due within 7 days + no update >5 days), drifting (no due date + no update >10 days); compute per-member stale-task concentration.

data analyst

Capacity Forecast final scoring (Capacity Forecast mode only): consume Phase 3 enriched per-member metrics, Phase 2 cascade dependency map, and Phase 2 benchmark research. Apply the 80% utilization ceiling benchmark to flag every over-allocated member by name. Call verslay_chart_create to build a per-member capacity gauge chart and a two-week deadline density timeline. Score each risk vector (overallocation, deadline clustering, dependency chain length) and output a composite risk forecast table ranked by impact. For all other modes this phase is a pass-through — Phase 3 data-analyst output flows directly to report-formatter.

data analyst

Visualization and formatting: consume Phase 3 (or Phase 4 for Capacity Forecast) analysis outputs and charts. For modes where data-analyst did not already call verslay_chart_create in Phase 3, generate the mode-specific chart set — node-link dependency diagram and bottleneck severity bar chart (Dependency Map); burn-down projection and triage category breakdown (Sprint Triage); stale-task aging histogram and per-member stale-task concentration bar chart (Stale Rescue). For Client Delivery: strip internal-only fields (cost estimates, internal Slack handles, internal blocker notes) unless include_internal_context is explicitly set. Format analysis into structured deliverable matching the mode output template.

report formatter

Brief synthesis: write the final mode-specific brief — exec update (Exec Rollup), capacity risk summary with top 3 risks ranked by impact and recommended mitigations (Capacity Forecast), client digest (Client Delivery), dependency narrative with unblocking action list (Dependency Map), 15-minute stand-up triage brief (Sprint Triage), or stale rescue brief with escalation list (Stale Rescue). For Capacity Forecast, the brief must name every member above the 80% utilization ceiling explicitly. For Stale Rescue, flag any assignee holding more than 30% of the stale-task register as a systemic risk. Call verslay_memorize to store updated baselines, triage decisions, velocity data, dependency maps, capacity benchmarks, or audit results for future recall.

executive briefing writer

Optional distribution: deliver the brief to the configured Slack channel or email recipient. Confirm delivery and log send timestamp. Default is document-only output; distribution fires only if a target is configured or explicitly requested.

distributor

Required Agents

pm-scanner
clickup-workspace-orchestrator
web-researcher
data-analyst
report-formatter
executive-briefing-writer
distributor

Connections

Required

clickup

What it does

Six intelligence modes in one recipe — exec rollup, capacity forecast, client delivery digest, dependency map, sprint triage, stale-task rescue
Auto-detects requested mode from prompt or asks once if ambiguous
Memory-backed baselines for trend detection across repeated runs
Mode-specific chart set generated per run (burn-down, capacity gauge, dependency map, aging histogram, and more)
Parallel research enrichment with delivery benchmarks, agile frameworks, client news, and blog RSS feeds
Dependency graph traversal (BFS/DFS) and scholar search grounding for critical path, bottleneck nodes, and circular risk detection
External-safe client delivery digest with internal field stripping
Optional Slack or email distribution — document-only by default

Example prompt

Triage this week's ClickUp sprint. Show blocked tasks, stale items, unclear owners, and give me a triage table sorted by Must Finish, Can Slip, and Reassign Now.

Ready to deploy ClickUp Workspace Intelligence?

Start free. One click, full agent orchestration.

Get Started Free →

All Use Cases

executive

ClickUp Workspace Intelligence

Six modes of workspace clarity — one ClickUp command.

Turns raw ClickUp activity into a concise update leaders can act on without asking every owner for written status.

Best forConsultingProfessional ServicesSaaS

Agents7 required

Duration3-10 minutes

How it runs

Multi-agent orchestration — here's the flow, step by step.

Mode detection & workspace pull: infer or confirm the requested mode from the user prompt (exec rollup, capacity forecast, client delivery, dependency map, sprint triage, stale rescue). Call verslay_recall for prior baselines, velocity benchmarks, capacity snapshots, dependency maps, audit history, and delivery states. Call clickup-workspace-orchestrator to pull the correct task slice for the selected mode — status, assignee, priority, due date, estimate, dependency links, last-comment timestamps. For Dependency Map mode, also fetch explicit blocking/blocked-by/waiting-on links to build an adjacency list. For Client Delivery mode, scope to the specified client project filter. For Sprint Triage mode, also pull the backlog list. Store raw task dataset as Phase 1 output.

pm scanner

Mode-specific workspace analysis: Exec Rollup — aggregate task completion rates by team, list, and priority tier; calculate on-time delivery rate, overdue percentage, current sprint velocity; identify top 5 blockers and top 3 teams by workload; produce an executive-level project health summary. Client Delivery — compute delivery health metrics: percentage of tasks completed on time vs. overdue, velocity trend, milestone completion rate, SLA-risk items; produce a delivery health scorecard. For Capacity Forecast — identify the critical path for the top three upcoming milestones; flag task chains where a single blocked or overdue item would cascade; detect members assigned to dependent tasks across multiple chains simultaneously; produce a risk-ranked task dependency map. For other modes, pass the Phase 1 dataset directly to Phase 2 parallel tracks.

clickup workspace orchestrator

Research enrichment (parallel with clickup-workspace-orchestrator): call verslay_web_search, verslay_news_search, and verslay_reddit_search (r/agile, r/projectmanagement, r/productivity) targeting mode-specific benchmarks — delivery rates and team velocity (Exec Rollup), capacity risk thresholds and sprint capacity management (Capacity Forecast), project dependency management and bottleneck ratios (Dependency Map), sprint triage decision frameworks and descoping best practices (Sprint Triage), task hygiene and stale-task rescue heuristics (Stale Rescue). For Exec Rollup mode, call verslay_rss_fetch on a project management industry blog RSS feed to surface trending delivery improvement frameworks. For Client Delivery mode, call verslay_web_search and verslay_news_search targeting the client's company name and industry, then call verslay_rss_fetch on the client's company blog RSS feed to surface announcements and news that may affect project priorities. Pass benchmark and client-context data to Phase 3.

web researcher

Mode-specific quantitative analysis: Exec Rollup — consume Phase 2 project health summary and benchmarks; build exec rollup table (completion rate, on-time rate, overdue count, velocity vs. benchmark by team); call verslay_chart_create to generate task-status distribution bar chart and team-velocity comparison chart. Capacity Forecast — consume Phase 1 raw capacity data and Phase 2 benchmark research; run statistical load analysis: per-member utilization rate, deadline clustering, blocked-task ratios; call verslay_scholar_search targeting 'software project capacity forecasting models' to retrieve academic frameworks for risk-scoring; pass enriched per-member metrics to Phase 4. Client Delivery — consume Phase 2 delivery scorecard and client intelligence; call verslay_chart_create for milestone completion progress bar and task-status breakdown donut chart. Dependency Map — apply BFS/DFS graph traversal to the Phase 1 adjacency list: critical path (longest dependency chain), bottleneck in-degree, orphaned tasks, circular dependency risks (DFS with visited/recursion-stack check); call verslay_scholar_search targeting 'critical path method project management' and 'dependency graph analysis techniques'. Sprint Triage — compute sprint health metrics: estimated vs. available team hours, completion-rate trend from last two sprints, percentage of tasks blocked or not started with fewer than 3 days remaining, per-member load distribution; produce sprint health scorecard. Stale Rescue — classify each stale task by decay severity: critical (overdue + high priority + no activity >14 days), at-risk (due within 7 days + no update >5 days), drifting (no due date + no update >10 days); compute per-member stale-task concentration.

data analyst

Capacity Forecast final scoring (Capacity Forecast mode only): consume Phase 3 enriched per-member metrics, Phase 2 cascade dependency map, and Phase 2 benchmark research. Apply the 80% utilization ceiling benchmark to flag every over-allocated member by name. Call verslay_chart_create to build a per-member capacity gauge chart and a two-week deadline density timeline. Score each risk vector (overallocation, deadline clustering, dependency chain length) and output a composite risk forecast table ranked by impact. For all other modes this phase is a pass-through — Phase 3 data-analyst output flows directly to report-formatter.

data analyst

Visualization and formatting: consume Phase 3 (or Phase 4 for Capacity Forecast) analysis outputs and charts. For modes where data-analyst did not already call verslay_chart_create in Phase 3, generate the mode-specific chart set — node-link dependency diagram and bottleneck severity bar chart (Dependency Map); burn-down projection and triage category breakdown (Sprint Triage); stale-task aging histogram and per-member stale-task concentration bar chart (Stale Rescue). For Client Delivery: strip internal-only fields (cost estimates, internal Slack handles, internal blocker notes) unless include_internal_context is explicitly set. Format analysis into structured deliverable matching the mode output template.

report formatter

Brief synthesis: write the final mode-specific brief — exec update (Exec Rollup), capacity risk summary with top 3 risks ranked by impact and recommended mitigations (Capacity Forecast), client digest (Client Delivery), dependency narrative with unblocking action list (Dependency Map), 15-minute stand-up triage brief (Sprint Triage), or stale rescue brief with escalation list (Stale Rescue). For Capacity Forecast, the brief must name every member above the 80% utilization ceiling explicitly. For Stale Rescue, flag any assignee holding more than 30% of the stale-task register as a systemic risk. Call verslay_memorize to store updated baselines, triage decisions, velocity data, dependency maps, capacity benchmarks, or audit results for future recall.

executive briefing writer

Optional distribution: deliver the brief to the configured Slack channel or email recipient. Confirm delivery and log send timestamp. Default is document-only output; distribution fires only if a target is configured or explicitly requested.

distributor

Required Agents

pm-scanner
clickup-workspace-orchestrator
web-researcher
data-analyst
report-formatter
executive-briefing-writer
distributor

Connections

Required

clickup

What it does

Six intelligence modes in one recipe — exec rollup, capacity forecast, client delivery digest, dependency map, sprint triage, stale-task rescue
Auto-detects requested mode from prompt or asks once if ambiguous
Memory-backed baselines for trend detection across repeated runs
Mode-specific chart set generated per run (burn-down, capacity gauge, dependency map, aging histogram, and more)
Parallel research enrichment with delivery benchmarks, agile frameworks, client news, and blog RSS feeds
Dependency graph traversal (BFS/DFS) and scholar search grounding for critical path, bottleneck nodes, and circular risk detection
External-safe client delivery digest with internal field stripping
Optional Slack or email distribution — document-only by default

Example prompt

Triage this week's ClickUp sprint. Show blocked tasks, stale items, unclear owners, and give me a triage table sorted by Must Finish, Can Slip, and Reassign Now.

Ready to deploy ClickUp Workspace Intelligence?

Start free. One click, full agent orchestration.

Get Started Free →

All Use Cases

executive

ClickUp Workspace Intelligence

Six modes of workspace clarity — one ClickUp command.

Turns raw ClickUp activity into a concise update leaders can act on without asking every owner for written status.

Best forConsultingProfessional ServicesSaaS

Agents7 required

Duration3-10 minutes

How it runs

Multi-agent orchestration — here's the flow, step by step.

Mode detection & workspace pull: infer or confirm the requested mode from the user prompt (exec rollup, capacity forecast, client delivery, dependency map, sprint triage, stale rescue). Call verslay_recall for prior baselines, velocity benchmarks, capacity snapshots, dependency maps, audit history, and delivery states. Call clickup-workspace-orchestrator to pull the correct task slice for the selected mode — status, assignee, priority, due date, estimate, dependency links, last-comment timestamps. For Dependency Map mode, also fetch explicit blocking/blocked-by/waiting-on links to build an adjacency list. For Client Delivery mode, scope to the specified client project filter. For Sprint Triage mode, also pull the backlog list. Store raw task dataset as Phase 1 output.

pm scanner

Mode-specific workspace analysis: Exec Rollup — aggregate task completion rates by team, list, and priority tier; calculate on-time delivery rate, overdue percentage, current sprint velocity; identify top 5 blockers and top 3 teams by workload; produce an executive-level project health summary. Client Delivery — compute delivery health metrics: percentage of tasks completed on time vs. overdue, velocity trend, milestone completion rate, SLA-risk items; produce a delivery health scorecard. For Capacity Forecast — identify the critical path for the top three upcoming milestones; flag task chains where a single blocked or overdue item would cascade; detect members assigned to dependent tasks across multiple chains simultaneously; produce a risk-ranked task dependency map. For other modes, pass the Phase 1 dataset directly to Phase 2 parallel tracks.

clickup workspace orchestrator

Research enrichment (parallel with clickup-workspace-orchestrator): call verslay_web_search, verslay_news_search, and verslay_reddit_search (r/agile, r/projectmanagement, r/productivity) targeting mode-specific benchmarks — delivery rates and team velocity (Exec Rollup), capacity risk thresholds and sprint capacity management (Capacity Forecast), project dependency management and bottleneck ratios (Dependency Map), sprint triage decision frameworks and descoping best practices (Sprint Triage), task hygiene and stale-task rescue heuristics (Stale Rescue). For Exec Rollup mode, call verslay_rss_fetch on a project management industry blog RSS feed to surface trending delivery improvement frameworks. For Client Delivery mode, call verslay_web_search and verslay_news_search targeting the client's company name and industry, then call verslay_rss_fetch on the client's company blog RSS feed to surface announcements and news that may affect project priorities. Pass benchmark and client-context data to Phase 3.

web researcher

Mode-specific quantitative analysis: Exec Rollup — consume Phase 2 project health summary and benchmarks; build exec rollup table (completion rate, on-time rate, overdue count, velocity vs. benchmark by team); call verslay_chart_create to generate task-status distribution bar chart and team-velocity comparison chart. Capacity Forecast — consume Phase 1 raw capacity data and Phase 2 benchmark research; run statistical load analysis: per-member utilization rate, deadline clustering, blocked-task ratios; call verslay_scholar_search targeting 'software project capacity forecasting models' to retrieve academic frameworks for risk-scoring; pass enriched per-member metrics to Phase 4. Client Delivery — consume Phase 2 delivery scorecard and client intelligence; call verslay_chart_create for milestone completion progress bar and task-status breakdown donut chart. Dependency Map — apply BFS/DFS graph traversal to the Phase 1 adjacency list: critical path (longest dependency chain), bottleneck in-degree, orphaned tasks, circular dependency risks (DFS with visited/recursion-stack check); call verslay_scholar_search targeting 'critical path method project management' and 'dependency graph analysis techniques'. Sprint Triage — compute sprint health metrics: estimated vs. available team hours, completion-rate trend from last two sprints, percentage of tasks blocked or not started with fewer than 3 days remaining, per-member load distribution; produce sprint health scorecard. Stale Rescue — classify each stale task by decay severity: critical (overdue + high priority + no activity >14 days), at-risk (due within 7 days + no update >5 days), drifting (no due date + no update >10 days); compute per-member stale-task concentration.

data analyst

Capacity Forecast final scoring (Capacity Forecast mode only): consume Phase 3 enriched per-member metrics, Phase 2 cascade dependency map, and Phase 2 benchmark research. Apply the 80% utilization ceiling benchmark to flag every over-allocated member by name. Call verslay_chart_create to build a per-member capacity gauge chart and a two-week deadline density timeline. Score each risk vector (overallocation, deadline clustering, dependency chain length) and output a composite risk forecast table ranked by impact. For all other modes this phase is a pass-through — Phase 3 data-analyst output flows directly to report-formatter.

data analyst

Visualization and formatting: consume Phase 3 (or Phase 4 for Capacity Forecast) analysis outputs and charts. For modes where data-analyst did not already call verslay_chart_create in Phase 3, generate the mode-specific chart set — node-link dependency diagram and bottleneck severity bar chart (Dependency Map); burn-down projection and triage category breakdown (Sprint Triage); stale-task aging histogram and per-member stale-task concentration bar chart (Stale Rescue). For Client Delivery: strip internal-only fields (cost estimates, internal Slack handles, internal blocker notes) unless include_internal_context is explicitly set. Format analysis into structured deliverable matching the mode output template.

report formatter

Brief synthesis: write the final mode-specific brief — exec update (Exec Rollup), capacity risk summary with top 3 risks ranked by impact and recommended mitigations (Capacity Forecast), client digest (Client Delivery), dependency narrative with unblocking action list (Dependency Map), 15-minute stand-up triage brief (Sprint Triage), or stale rescue brief with escalation list (Stale Rescue). For Capacity Forecast, the brief must name every member above the 80% utilization ceiling explicitly. For Stale Rescue, flag any assignee holding more than 30% of the stale-task register as a systemic risk. Call verslay_memorize to store updated baselines, triage decisions, velocity data, dependency maps, capacity benchmarks, or audit results for future recall.

executive briefing writer

Optional distribution: deliver the brief to the configured Slack channel or email recipient. Confirm delivery and log send timestamp. Default is document-only output; distribution fires only if a target is configured or explicitly requested.

distributor

Required Agents

pm-scanner
clickup-workspace-orchestrator
web-researcher
data-analyst
report-formatter
executive-briefing-writer
distributor

Connections

Required

clickup

What it does

Six intelligence modes in one recipe — exec rollup, capacity forecast, client delivery digest, dependency map, sprint triage, stale-task rescue
Auto-detects requested mode from prompt or asks once if ambiguous
Memory-backed baselines for trend detection across repeated runs
Mode-specific chart set generated per run (burn-down, capacity gauge, dependency map, aging histogram, and more)
Parallel research enrichment with delivery benchmarks, agile frameworks, client news, and blog RSS feeds
Dependency graph traversal (BFS/DFS) and scholar search grounding for critical path, bottleneck nodes, and circular risk detection
External-safe client delivery digest with internal field stripping
Optional Slack or email distribution — document-only by default

Example prompt

Triage this week's ClickUp sprint. Show blocked tasks, stale items, unclear owners, and give me a triage table sorted by Must Finish, Can Slip, and Reassign Now.

Ready to deploy ClickUp Workspace Intelligence?

Start free. One click, full agent orchestration.

Get Started Free →