Sprint planning prep — story checks and emails

The scenario takes stories from Microsoft Excel 365 ahead of time, the AI checks their readiness and prepares emails to the team, sending them via Gmail after your approval.

  • Stories checked for readiness
  • AI notes written into the backlog
  • Emails to the team and product owner
  • Sent after your approval
Set it upScriptera

How it works

To move data from Microsoft Outlook to Microsoft Excel 365 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 Upcoming Sprint Planning Project A
  5. Then: Take DoR link for further referral
  6. Then: Take backlog link for further referral
  7. Then: Check Open Stories in Current Sprint
  8. Then: Aggregate Stories for Form Creation
  9. Then: Create Dynamic Form
  10. Then: Ask Scrum Master for Current Sprint Stories Check
  11. Then: Process Feedback on Index
  12. Check: Append Feedback to Story
  13. Check: Keep stories that were not committed
  14. Then: Wait until X days before the Sprint Planning1
  15. Check: Combine Sprint Spill over with Ready for Sprint Planning
  16. Check: Loop Over Items for DoR check
  17. Check: Append Stories with DoR feedback
  18. Then: Combine stories into one list
  19. Then: Draft Email for Sprint Planning
  20. Then: Ask Approval to Scrum Master
  21. Check: If Email content is Approved
  22. If yes: Send Email to Attendees
  23. If no: Create Draft in Scrum Master Email
  24. Then: Make aware the draft is ready to be adjusted manually
  25. Then: Draft Email for Sprint Goal Suggestions
  26. Then: Send Email to PO
  27. Then: Read DoR criteria
  28. Then: Compare User Story to DoR Criterium
  29. Then: Aggregate DoR check to User Story Level
  30. Check: Add DoR feedback to User Story
  31. Then: Provide Scrum Master Feedback on the story
  32. Then: Update Scrum feedback in Backlog
  33. Then: Select Stories Ready for Sprint Planning from Backlog
  34. Starts when: Schedule Trigger
  35. Then: OpenAI Scrum Master Emailer
  36. Then: OpenAI Scrum Master Story Feedback
  37. Then: OpenAI Scrum Master DoR Check
  38. Starts when: Error Trigger
  39. Then: Send Error Email
  40. Then: OpenAI Sprint Goal Email Agent

You can launch this Microsoft Outlook + Microsoft Excel 365 integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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