Refinement prep — agenda and task review ready before the meeting

The scenario finds the next meeting in PostHog, pulls the tasks from Google Sheets, reviews each from three angles, and sends you a ready agenda email at Gmail — it goes out to attendees only after you approve it.

  • Tasks get reviewed before the meeting, not during it
  • Every task is checked from three angles: value, feasibility, readiness
  • Notes are written straight back into Google Sheets next to the task
  • The email to attendees goes out only after you approve it
Set this upScriptera

How it works

To move data from PostHog to Google Sheets automatically, use a ready-made scenario — no manual exports.

  1. Starts when: When clicking ‘Test workflow’
  2. Then: Start Here: Set Environment Variables
  3. Then: Load Calendar of Scrum Master
  4. Check: Check for Refinement Project A
  5. Then: Take DoR link for further referral
  6. Then: Take backlog link for further referral
  7. Then: Select Stories Ready for Refinement from Backlog
  8. Check: Join Potential Stories for Refinement
  9. Check: Loop Over Items for DoR check
  10. Check: Add Scrum Feedback to Story
  11. Check: Add Business feedback to Story
  12. Check: Loop Over Items Technical Feedback
  13. Check: Add Technical feedback to the story
  14. Then: Combine stories into one list
  15. Then: Draft Email for Refinement
  16. Then: Ask Approval to Scrum Master
  17. Check: If Email content is Approved
  18. If yes: Send Email to Attendees
  19. If no: Create Draft in Scrum Master Email
  20. Then: Make aware the draft is ready to be adjusted manually
  21. Then: Development Team Validation
  22. Then: Update Technical Validation in Backlog
  23. Check: Loop Over Items Business Feedback
  24. Then: Business Validation
  25. Then: Update Business Validation in Backlog
  26. Then: Read DoR criteria
  27. Then: Compare User Story to DoR Criterium
  28. Then: Aggregate DoR check to User Story Level
  29. Check: Add DoR feedback to User Story
  30. Then: Provide Scrum Master Feedback on the story
  31. Then: Update Scrum feedback in Backlog
  32. Then: Select Stories High Prio To Do from Backlog
  33. Starts when: Schedule Trigger
  34. Then: OpenAI Business Analyst
  35. Then: OpenAI Technical Analyst
  36. Then: OpenAI Scrum Master Emailer
  37. Then: OpenAI Scrum Master Story Feedback
  38. Then: OpenAI Scrum Master DoR Check
  39. Starts when: Error Trigger
  40. Then: Send Error Email

You can launch this PostHog + Google Sheets integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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