> ## Documentation Index
> Fetch the complete documentation index at: https://meganharrisonconsulting.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Get a Project Briefing from the AI

> Ask the AI for a status update on any project and it pulls from meetings, emails, Teams messages, financials, and schedule simultaneously.

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.

## 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

## How to Ask

There is no required format. Speak naturally:

```
"What's the latest on Vermillion Rise?"
"Catch me up on Project Aurora."
"Any updates I should know about from this week?"
"What happened on the Meridian project while I was out?"
```

## 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."

## Portfolio Briefing

For a cross-project overview:

```
"What's going on across all my projects this week?"
"Which projects need my attention today?"
"Is there anything urgent I should look at before the Monday meeting?"
"What patterns are you seeing across our active jobs?"
```

The Strategist reviews all active projects and surfaces the ones that need attention, with a brief explanation for each.

## 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."

## Related Articles

* [AI Assistant Overview](/help/articles/ai-assistant-overview)
* [Ask the AI About Meetings](/help/articles/ai-meeting-intelligence)
* [Ask the AI About Finances](/help/articles/ai-financial-advisor)
* [Proactive AI Alerts](/help/articles/ai-proactive-alerts)