built by
Airtable
Category
Operations
Spotting risks early is critical—but digging through transcripts, updates, and emails to find them is time-consuming and error-prone. This play automates the process, scanning project communications to instantly surface risks and red flags—so you can prevent delays, budget overruns, and compliance issues before they snowball.
Spot red flags before they turn into roadblocks
When to use this play
Use this play when visibility is critical—whether you're managing risks in real time, keeping stakeholders aligned, or preparing for audits.
Capture real risks during weekly reviews: Automatically scan meeting transcripts to log issues, assign owners, and track mitigation in one place.
Align fast during stakeholder syncs: Flag blockers and red flags from cross-functional updates so you can act before they escalate.
Stay audit-ready at all times: Surface compliance, HIPAA, or security-related risks embedded in project comms.
Pro tip
Drop your weekly meeting transcripts into Airtable and let AI auto-log risks with severity, impact, and owners—then generate mitigation plans and share a digest with execs.
Business impact
This AI play goes beyond flagging risks—it reshapes how your organization detects, tracks, and resolves them.
Detect risks faster: Automate risk extraction from team updates to cut reporting cycles from days to minutes.
Strengthen governance: Log risks with structured metadata to maintain audit trails, enforce permissions, and streamline approvals.
Prevent escalation: Trigger real-time alerts on critical risks to avoid delays, budget overruns, and missed deliverables.
6 steps to get you started
Follow these steps to turn raw updates into a live, executive-ready risk monitoring system—powered by AI.
Sample Field Agent prompts
Start with these prompts for your AI fields in Airtable. Copy and paste into the open field, and customize them for your unique workflows.
Start here
As an expert portfolio analyst, identify the highest risk aspects of a project portfolio for executive leadership. Focus on critical points requiring the COO's immediate attention.
Output:
Provide a plain text summary with 3 bullet points, each highlighting a high-risk item within the portfolio. Use complete sentences to describe each issue, starting with "High Risk Summary: [description]".
Context and data:
- Portfolio Name: _<Insert field>_
- Portfolio Risk Calculation: _<Insert field>_
- Risk (from Projects): _<Insert field>_
- Programs: _<Insert field>_
- Program Risk Score Rollup: _<Insert field>_
Assume the role of a risk management analyst to provide strategic mitigation recommendations for a COO. Focus on high-level, actionable insights.
Output:
List 3 concise, action-oriented mitigation recommendations in plain text. Ensure clarity and brevity.
Context and data:
- Portfolio Name: _<Insert field>_
- Risk Level: _<Insert field>_
- Key Risks: _<Insert field>_
As a strategic consultant, identify the support needed from the COO for portfolio teams to advance their initiatives effectively.
Output:
Provide a brief outline of the support needed from the COO, summarizing precise actions or resources required.
Context and data:
- Portfolio name: _<Insert field>_
- Summary: _<Insert field>_
- Mitigation efforts: _<Insert field>_
About Omni and Field Agents
Skip the code. Transform your data into custom interfaces, automations, and agents with Airtable’s AI-native app platform.
Omni helps builders do what they do best.
Truly transformative building requires a deep understanding of your business and the way you work. Omni is your Airtable expert and sidekick who seamlessly integrates with your data, information, and insights to help you build sophisticated workflows in minutes, not months.
Don’t just ask AI. Deploy it.
Put powerful AI agents to work across thousands of Airtable records and embed them into every business process. Airtable's intelligent agents think dynamically, drive decisions, and orchestrate actions across your entire operation.
Try Airtable for free or explore more real-world AI use cases in the Airtable AI playbook.
Spot red flags before they turn into roadblocks
Explore related playbooks
Auto-generate executive briefings
Turn real-time data into executive-ready summaries and deliver insights that drive faster, smarter, and more strategic decisions.
Get real-time project portfolio visibility
Use AI to surface real-time insights across goals, capacity, and risk—so you can rebalance portfolios and make smarter decisions.
Balance workloads and assign resources
Turn briefs into scoped plans fast. With real-time visibility into team capacity, timelines, and budgets, you can effectively balance workloads.