Review project documents each day

Steps marked AI task are done for you by a PlanOps assistant.

1. Run the project document reviewAI task · Assistant HubRun Project Document Review with the search period set to one day. Leave the remaining filters open unless you only want a specific document type, status or organisation checked. You can setup multiple scheduled daily checks for different purposes. Before running the task, check that 'notications' are on to get an email when the assistant task has completed.Details
2. 2Review the generated reportOpen the report and check that the summary matches what you expected to see from the latest uploads and updates. Add comments or corrections while the context is fresh.Show guide
3. 3Schedule the review to repeat dailyUse the completed run to create a recurring schedule. Set the repeat pattern to daily and set the run time before you normally start work, so the day's document review is waiting for you.Show guide
4. 4Confirm the schedule is activeOpen the Schedules tab and check the new daily review schedule is active, with the next run showing the time you chose. Use this view later to pause, edit or retry the schedule. You will have a review of your project documents in your inbox each day.Show guide