Revo Workflow Playbook

Discover the Revo Playbook - automated workflows that turn meetings, feedback, and docs into tasks, insights, and reports so product teams move faster.

Below are some high-impact, automated routines that help product teams save time, stay aligned, and move faster—without the manual overhead.

Each workflow is powered by the knowledge and context you’ve already shared with Revo: documents, meeting notes, user feedback, issues, OKRs, and more. Whether it’s turning meeting action items into assigned tasks, surfacing product risks before a launch, or sending a weekly feedback digest to your team—Revo runs these workflows for you, continuously and intelligently.

This playbook shows what Revo can do in the background, so you and your team can stay focused on what matters most.

Meeting-to-Issue Workflow

Trigger: Revo joins a meeting What Revo uses: Meeting transcript, internal project data, member roles What Revo does:

• Generates a meeting summary and action items

• Converts action items into issues

• Assigns them based on roles, workloads, and priorities Why it saves time: Replaces 30–60 minutes of manual note-taking, follow-ups, and task creation after every meetin

Weekly Feedback Digest

Trigger: Weekly scheduled run What Revo uses: Synced feedback from Intercom, Zendesk, Salesforce, etc. What Revo does:

• Clusters similar feedback

• Identifies trends by frequency, product area, or sentiment

• Summarizes into a report

• Highlights related open issues or suggestions Why it saves time: Replaces manual sorting, tagging, and report writing for product reviews

Sprint Progress Summary

Trigger: End of sprint (based on project cycle calendar) What Revo uses: Issue tracker, status updates, meeting discussions What Revo does:

• Summarizes what was completed vs. carried over

• Highlights blockers and unresolved dependencies

• Generates a ready-to-share sprint report Why it saves time: Automates sprint retros and eliminates post-sprint reporting work

Competitor Intelligence Summary

Trigger: Weekly scheduled crawl What Revo uses: Competitor blogs, changelogs, and your product strategy docs What Revo does:

• Tracks competitor updates

• Summarizes changes or announcements

• Compares with your roadmap

• Highlights gaps, threats, or opportunities Why it saves time: No more manual tracking of competitor activity across multiple sources

OKR Health Monitor

Trigger: Weekly or mid-cycle check-in What Revo uses: OKRs, usage metrics, feedback, issue statuses What Revo does:

• Checks which key results are at risk

• Flags missing progress or lagging indicators

• Links unresolved issues or blockers

• Suggests corrective actions Why it saves time: Keeps leadership aligned on progress without constant check-in

Product Team Weekly Digest

Trigger: Monday 9am scheduled send What Revo uses: Tasks completed, open feedback, sprint status, roadmap docs What Revo does:

• Prepares a cross-functional summary

• Highlights progress, blockers, and top user concerns

• Tailors output to roles (PMs, designers, engineers) Why it saves time: Keeps the whole team informed—without weekly sync calls or manual digests

Launch Readiness Checklist

Trigger: 3–5 days before a scheduled release What Revo uses: Issues, release checklist, support documentation, feedback channels What Revo does:

• Checks for open blockers or critical bugs

• Verifies linked documentation and release comms

• Flags potential risks based on past launches Why it saves time: Prevents last-minute launch delays or missed steps