Weekly Microsoft Planner Task Digest in Slack | Geni

Every Monday at 8am ET, run an agent that produces a prioritized weekly Microsoft Planner digest and posts it to my designated Slack channel.

Data collection. Use Microsoft Planner. Call List Plans for Group across the Microsoft 365 groups I belong to, then for each plan call List Tasks in Plan. You may also use List User Tasks to catch tasks assigned to me that I might miss by walking groups. De-duplicate by task id.

Filtering. Keep only tasks that are not yet completed and whose due date is either in the past (overdue) or within the next seven days from the run time. Drop anything with no due date unless it is high priority and recently created.

Grouping. Group results by plan, then by bucket within each plan. Within each bucket, sort overdue first (oldest due date at the top), then upcoming by ascending due date.

Reasoning. Look at which items are slipping (overdue, or due this week with no recent progress). Pick the two or three tasks I should tackle first based on due date proximity, priority, and how long they have been overdue. Briefly explain the why.

Output. Draft a short, direct weekly summary with three sections: (1) What got missed last week (overdue items, oldest first), (2) What is due this week (grouped by plan and bucket, with task names and due dates inline), (3) Tackle these first (two or three recommended tasks with a one-line rationale each). Keep the tone direct and practical, no padding. Use Slack mrkdwn formatting (*bold* for plan names, bullet points for tasks). Include task names and due dates inline so I can act without opening Planner.

Delivery. Post the summary to my designated Slack channel using Slack's Send a Message. The channel id should be a configurable input on the workflow so I can change it without editing the agent. Post as a single message.

Trigger. Cron, every Monday at 8:00 America/New_York.

Integrations: microsoft-planner (read) and slack (send message).

Additional information

What does this prompt do?

Pulls your Microsoft Planner tasks across every plan and bucket you have access to, then filters down to anything overdue plus anything due in the next seven days.
Reasons about which items are slipping, calls out the highest-priority ones first, and groups everything by plan and bucket so the picture is easy to scan.
Drafts a short, no-padding weekly summary covering what got missed last week, what is due this week, and a recommendation on which two or three tasks to tackle first.
Posts the summary to your designated Slack channel every Monday at 8am ET with task names and due dates inline so you can act without opening Planner.

What do I need to use this?

A Microsoft 365 account with access to Planner and the plans you want included in the digest.
A Slack workspace and the channel (or DM) where you want the weekly summary posted.
A clear sense of which two or three priorities you want surfaced first, so the agent can tune its recommendations to your week.

How can I customize it?

Change the schedule. Mondays at 8am ET is the default, but you can pick any cadence (daily standups, end-of-week wrap-ups) or any timezone.
Adjust the window. The default looks at overdue items plus the next seven days. Stretch it to two weeks for longer planning horizons or shrink it for a tighter focus.
Pick where it posts. Send to a private channel, a team channel, a manager DM, or several places at once.
Tune the tone and shape. Ask for a bullet list, a narrative paragraph, or a tighter top-three only version.

Frequently asked questions

Does this work if my tasks live across multiple Planner plans?

Yes. The agent scans every plan you have access to, pulls the tasks, and groups them by plan and bucket in the summary so multi-team setups stay readable.

Will this surface overdue tasks that Microsoft's own reminders miss?

Yes. Planner's native email reminders are spotty on overdue items, which is why most people build a weekly digest like this. The agent explicitly calls out anything past its due date.

Can I post the digest somewhere other than a channel?

Yes. Point it at a private channel, a team channel, or a direct message to yourself. You can also send it to more than one place if your manager wants visibility.

Does the summary include task names and due dates, or just counts?

It includes the actual task names with due dates inline, grouped by plan and bucket, so you can act on items without opening Planner.

Can I change which tasks get prioritized first?

Yes. Tell the agent how you want priority decided, by due date, by plan, by who assigned it, or by a custom rule, and it will reorder the recommendation accordingly.