Theta Assist Use Cases

We often hear, "How can I use Generative AI in my role?", so we made you a list of different use cases according to your role! Rethink what's possible with Theta Assist!

All Use Cases
Chief of Staff
Project Manager

Prepare the weekly delivery review

Review a supported Planner board and prepare a briefing on overdue tasks, stated blockers and upcoming deadlines. Include task links and questions for owners to confirm.

All Use Cases
Project Manager
Chief of Staff

Prepare the weekly project health brief

Combine selected project conversations, documents and Planner tasks into a weekly brief. Highlight progress, blockers, overdue work and decisions requiring attention, with links for follow-up.

All Use Cases
Project Manager

Run Sprint Retrospectives

Summarise sprint performance, clearly highlighting successes and improvements.

All Use Cases
Project Manager

Manage Risk Registers

Draft and update project risk logs.

Project Manager
All Use Cases
Sales and Marketing

Summarise Status Reports

Summarise project progress, blockers, and next steps for stakeholders.

All Use Cases
Project Manager
EA/Secretary
Chief of Staff

Turn meeting actions into Planner tasks

Extract proposed actions from available meeting transcripts or notes. Review owners and deadlines, then create approved Planner tasks with checklists and links to supporting context.