Weekly OKR nudge: DM stale key result owners from Coda

By General Input

Every Monday at 9am, scan your Coda OKR tracker for stale or at-risk key results and ping each owner in Slack, plus post a leadership digest.

Integrations

  • Coda
  • Slack Bot

Type

Agentic Task

Categories

  • Operations
  • Product

Every Monday at 9am in my timezone, run an agent that nudges stale OKR owners in Slack so my program managers stop manually chasing key result updates.

Start by reading my Coda OKR tracker table with Coda's List Table Rows. Each row is one key result and has at minimum an Owner column (name or work email), a Status column with values like On Track, At Risk, and Off Track, a Last Updated date column, and a link back to the Coda row. Pull every row and identify the ones that count as stale: either Status equals At Risk (or Off Track), or Last Updated is more than 14 days ago. Skip any key result that was already refreshed this calendar week, even if it would otherwise qualify.

Group the stale key results by owner. For each owner, resolve their Slack identity using Slack Bot. Call List Users to pull the workspace directory and match on the owner's name or work email stored in Coda; use Get User Info if you need the full profile for a confident match. If you cannot confidently match an owner to a Slack profile, do not DM anyone and instead note them as unmatched for the leadership digest.

For every matched owner, use Open a Conversation to get the DM channel, then call Send a Message to deliver one grouped nudge. The DM should greet the person by first name, list each of their stale key results (KR name, current status, days since last update, and a direct link back to the Coda row), and ask for a fresh update by end of day Tuesday. Vary the tone gently when someone has only one mildly stale KR versus when someone has several at-risk ones, but always stay friendly and concise. Send only one DM per owner per run, even if they own many stale key results.

After all per-owner DMs are sent, post one summary digest to the #okrs Slack channel using Send a Message. Rank every stale key result by severity: at-risk and off-track KRs first (sorted by how long they have been flagged), then on-track KRs that have simply gone untouched the longest. Each line should show the KR name, owner, status, days since last update, and a link back to the Coda row. Open with a short header like 'Stale OKRs as of Monday DATE: N key results need attention from M owners' and call out any unmatched owners at the bottom so leadership can fix the Coda mapping.

When you set this up, ask me which Coda doc and table to read, which Slack channel should receive the leadership digest, my timezone, and whether I want the staleness window to be the default 14 days or something else. Confirm that the Slack bot has already been added to the digest channel before the first run.

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