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Asking “What’s the latest on [project]?” is the most powerful query you can send the AI assistant. It searches across all data sources simultaneously and returns a synthesized briefing — not a data dump.

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What the Assistant Searches

When you ask for a project update, the assistant pulls from all of these at once:
  • Meetings — recent transcripts, decisions, action items, risks discussed
  • Emails — project emails from Outlook, including key threads
  • Teams messages — channel posts and DMs processed by the intelligence compiler
  • Financials — budget status, open change events, margin position
  • Schedule — late tasks, upcoming milestones, blockers
  • RFIs and submittals — open items, overdue, ball-in-court status

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How to Ask

There is no required format. Speak naturally:

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What You Get Back

The assistant leads with the 2–3 things that matter most — not a complete list of every record. It will:
  • Flag anything that needs your attention today
  • Surface decisions that were made without you
  • Identify action items that have not moved
  • Note financial or schedule risks that have emerged
If you want more depth on any section, ask a follow-up: “Tell me more about the steel delivery issue” or “Show me the budget detail.”

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Portfolio Briefing

For a cross-project overview:
The Strategist reviews all active projects and surfaces the ones that need attention, with a brief explanation for each.

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Cadence Suggestions

  • Start of day: “What do I need to know this morning?” — surfaces overnight emails, Teams activity, and daily flags.
  • Before owner meetings: “Help me prepare for the OAC meeting on Vermillion Rise tomorrow.”
  • End of week: “Summarize what moved forward this week across all projects.”