Build In Progress

Stage 3 — Automation Flow

Stark Industries PMO · 4 automations across 2 boards4 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

Type	Column
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
AI	AI Summary · deferred
Formula	Completeness Score · deferred
Connect	Connected Execution Board · deferred

Execution Board — Tactical, Sprint 1 & Sprint 2

Type	Column
Text	Task name
People	Assigned to
Status	To Do / In Progress / Blocked / Done
Date	Due date
Dropdown	Sprint (1, 2, 3)
Connect	Connected portfolio item · deferred

The Automation Flow

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:#0E7C6E,stroke-width:2px
  classDef futureNode stroke:#8C7E6E,stroke-dasharray:6 4,color:#8C7E6E
  classDef formNode stroke:#4F46E5,stroke-width:2px
  classDef decisionNode stroke:#C23A30,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.