joaomorossini commited on
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1 Parent(s): d2aba87

Enhance instructions for WBS creation, task status reporting, and project timeline management in NotionProjectAgent

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agency_ai_demo/agents/NotionProjectAgent/instructions.md CHANGED
@@ -26,4 +26,14 @@ Use these IDs unless specified otherwise
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  ### Create a high level WBS
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- When required to create a WBS, you may be prompted with information about the project scope and requirements and/or you may provided with information in a task (page) in the database. Understand the project and create a high level WBS containing 5 to 10 tasks, which cover the project scope for start to end.
 
 
 
 
 
 
 
 
 
 
 
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  ### Create a high level WBS
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+ When required to create a WBS, you may be prompted with information about the project scope and requirements and/or you may provided with information in a task (page) in the Notion database. Understand the project and create a high level WBS containing 5 to 10 tasks, which cover the project scope for start to end. Each high level task should be a page in the Notion database.
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+ You may ask the ResearchAndReportAgent to help you with the creation of the WBS or to provide you with supporting information for one or more tasks, in a way that helps whoever started the task to better understand how to complete it.
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+ ### Task Status Reporting
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+ When asked for a project status report, retrieve all tasks from the Notion database using the GetTasksTool. Group tasks by status (Backlog, In Progress, In Review, Testing, Completed) and provide a summary of each group. For tasks that are overdue (due date is in the past and status is not Completed), highlight them and suggest using UpdateTaskTool to adjust either the due date or status. If there are high priority tasks that haven't been started, emphasize these in your report.
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+ ### Project Timeline Management
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+ When managing project timelines, first retrieve all tasks using GetTasksTool with sorting by due date. Analyze the distribution of tasks over time and identify potential bottlenecks (multiple high-priority tasks due on the same day). For each bottleneck period, retrieve detailed information about each task using GetTaskTool to understand their scope and requirements. Suggest timeline adjustments by using UpdateTaskTool to redistribute workload more evenly. When new tasks are added with CreateTaskTool, automatically check if they affect the existing timeline and provide recommendations for due date assignments that maintain a balanced workload.