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Coda Planning Table to Roadmap

A roadmap narrative from Coda rows.

Saves product and ops teams from manually translating planning tables into leadership updates.

Best forConsultingMarketing AgencySaaS
Agents7 required
Duration5-10 minutes

Reads product or operations planning tables and groups rows into a stakeholder-ready roadmap narrative.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Call verslay_recall to retrieve prior roadmap versions and planning decisions from memory. Then fetch all rows from the configured Coda planning table via coda-docs-automation-agent — extracting initiative name, owner, target quarter, status, effort estimate, priority score, and any dependencies column. Also pull any linked epic or feature rows from child tables. Store raw planning data as Phase 1 output.

coda docs automation agent
02

Consume Phase 1 planning data. Group initiatives by quarter and owner. Compute per-quarter capacity utilization (sum of effort estimates vs. team capacity from verslay_recall). Identify over-committed quarters (utilization > 100%), missing priority scores, and initiatives with no assigned owner. Call verslay_scholar_search targeting 'product roadmap prioritization frameworks MoSCoW RICE' to ground the scoring methodology. Produce a capacity and prioritization analysis.

data analyst
02

In parallel with data-analyst, call verslay_web_search and verslay_news_search targeting the company's industry and product domain to surface competitor feature releases, market trends, and customer demand signals relevant to the planned initiatives. Call verslay_rss_fetch on any product blog RSS feeds for relevant category context. Pass market-context notes to Phase 4.

web researcher
03

Consume Phase 2 capacity analysis and Phase 2 market context. Apply roadmap prioritization logic: rank initiatives using RICE scores (reach × impact × confidence ÷ effort) where data is available, or fall back to priority score + market signal weighting. Identify initiatives to promote (high-value, low-effort), defer (low-score, over-committed quarters), or split across quarters. Produce a recommended roadmap ordering.

knowledge synthesizer
04

Consume Phase 3 recommended roadmap and Phase 2 capacity analysis. Call verslay_chart_create to render a Gantt-style quarterly roadmap timeline chart and a capacity utilization bar chart (effort hours per quarter vs. available). Format the roadmap document with quarters as sections, initiatives listed with owner, status, and priority score, and capacity warnings highlighted.

report formatter
05

Consume Phase 4 formatted roadmap and charts. Write a roadmap narrative: strategic rationale for the top three priorities, over-committed quarter mitigations, key dependencies and sequencing logic, and a summary of deferred initiatives with re-evaluation criteria. Call verslay_memorize to store the finalized roadmap, capacity snapshot, and prioritization decisions in memory.

executive briefing writer
05

Receive the roadmap narrative and charts from executive-briefing-writer. Deliver to the configured Slack channel or email the product and leadership team. Confirm delivery and log send timestamp.

distributor

Required Agents

7
  • coda-docs-automation-agent
  • data-analyst
  • web-researcher
  • knowledge-synthesizer
  • report-formatter
  • executive-briefing-writer
  • distributor

Connections

Required

coda

What it does

  • Planning table scan
  • Theme grouping
  • Milestone extraction
  • Risk summary
  • Stakeholder-ready roadmap

Example prompt

Turn our Coda planning table into a roadmap update. Group work into themes, milestones, risks, owners, and decisions needed.

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