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Stage 3 — Automation Flow

Stark Industries PMO · 4 automations across 2 boards

BUILD IN PROGRESS

4 automations connect the tiers. Only #3 (deadline breach) can be built now — it depends solely on the Evaluation Deadline date column and Status, both available today. Automations #1 and #2 depend on the Completeness Score formula (Stage 5); #4 depends on Connect Boards (Stage 6).

Portfolio Board
PM Strategic View
Text Project name
Text Requestor / Department
Long Text Business problem
Status Incomplete / Pending Review / Approved / Rejected
People Assigned PM
Date Evaluation Deadline
Progress SLA Progress
Timeline Timeline
AIAI Summary
FormulaCompleteness Score
ConnectConnected Execution Board
Execution Board
Tactical — Sprint 1 & Sprint 2
Text Task name
People Assigned to
Status To Do / In Progress / Blocked / Done
Date Due date
Dropdown Sprint (1, 2, 3)
ConnectConnected portfolio item
        flowchart TD
          FORM[" Form Submission\ncreates Intake Board item"]
          COMPLETE{" Completeness Score\n≥ threshold?\nStage 5"}
          APPROVE[" Status → Approved"]
          DEADLINE{" Evaluation Deadline\narrives?"}
          BREACH{"Status ≠ Approved\nor Rejected?"}

          FORM --> COMPLETE

          COMPLETE -->|"Yes · Auto 1"| PENDING["Status → Pending Review\nset Deadline = TODAY()+5\nnotify Assigned PM\nStage 5"]
          COMPLETE -->|"No · Auto 2"| INCOMPLETE["Status → Incomplete\nnotify requestor\nStage 5"]

          PENDING --> DEADLINE

          DEADLINE -->|"Yes · Auto 3 "| BREACH
          BREACH -->|"Yes"| NOTIFY[" Notify PM + Pepper\nSLA breach alert\nBUILD NOW"]

          PENDING --> APPROVE

          APPROVE -->|"Auto 4"| EXEC["Create Execution Board\nfrom template\nlink via Connect Boards\nnotify PM\nStage 6"]

          NOTIFY:::liveNode
          PENDING:::futureNode
          INCOMPLETE:::futureNode
          EXEC:::futureNode
          COMPLETE:::futureNode
          FORM:::formNode
          DEADLINE:::decisionNode
          BREACH:::decisionNode
          APPROVE:::decisionNode

          classDef liveNode stroke:#059669,stroke-width:2px
          classDef futureNode stroke:#9bb0d4,stroke-dasharray:6 4,color:#9bb0d4
          classDef formNode stroke:#e8621a,stroke-width:2px
          classDef decisionNode stroke:#e05050,stroke-width:1.5px
      
Build now — Automation 3
Deferred — Stage 5/6
Form / Input
Decision gate
The one automation to build now:
When Evaluation Deadline arrives AND Status ≠ Approved/Rejected → notify Assigned PM + Pepper.

This is the SLA breach notification — the "watch it fire" moment for the live demo. The other 3 automations depend on the Completeness Score formula (Stage 5) and Connect Boards (Stage 6). Explaining why they're gated on those columns demonstrates architectural thinking — you don't wire automations against columns that don't exist yet.