Playbooks / Professional Services / Client Delivery
Milestone Tracker
Tracks every deliverable with date, owner, and status. Flags stalled items weekly with the exact next action.
How to run it
Open Professional Services > Client Delivery > Milestone Tracker in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Milestone Tracker workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Track every deliverable with date, owner, and status. Flag stalled items weekly with the exact next action.
Put this workflow to work.
The Professional Services agent ships with this one installed. Open the demo and ask it to run the Milestone Tracker workflow on something of yours.