Ideas to put to work
Progress clients can follow, and milestone dates partners can trust.
Iteration summary for the client
Sofia reads completed stories and epics for the iteration and drafts the client update in Word.
Client requests into stories
Sofia reads requests in Intercom conversations and, with your approval, creates stories in the client's wording and links related ones.
Milestone forecast
Sofia reads stories and iterations under each milestone, charts progress in Excel, and shows whether the date holds.
Weekly status in Slack
Sofia posts what shipped and what's blocked to the project channel in Slack, with your approval.
Large stories broken down
Sofia reads a large story and adds the tasks it needs, so estimates reflect the real work.
What Sofia can do with Shortcut
Sofia reads and keeps current
- Stories
- Epics
- Iterations
- Milestones
- Projects
- Members and teams
- Labels and custom fields
- Workflows
Sofia does, with your approval where you want it
- Create or update a story
- Comment on a story
- Add a task to a story
- Create or update an epic
- Link stories together
- Create or update an iteration
- Attach a linked file
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Microsoft WordWord processor for letters, reports and contracts
- IntercomCustomer messaging and support inbox
- Microsoft ExcelSpreadsheets for numbers, models and trackers
- SlackTeam messaging in channels and direct messages
AsanaWork management for projects and tasks
ClickUpProject management for tasks, docs and goals- monday.comWork management boards for projects and workflows
JiraIssue and project tracking
Let Sofia report on your Shortcut work
Score your firm in three minutes, or talk to our team.