Patricia works your Shortcut.
Ask her in Slack. She writes the stories, groups them under epics, and tells you what is slipping before the iteration closes.
@Pati what's at risk in this iteration for the Northwind site build?
Three stories won't land by the iteration close unless something moves:
- "Blog template redesign" has been In Review since Monday, still with Maya
- "Schema markup rollout" sits under the SEO epic with no owner and no estimate
- "July content hub" was approved yesterday, but there's no story for it yet. Want me to write it and drop it in this iteration?
Write it, and move the blog template along.
Done. "July content hub" is a story under the Content epic, in this iteration, with three tasks and an owner pulled from the brief. I moved the blog template redesign to Ready for Deploy and commented so Maya knows it cleared review.
Patricia + Shortcut
What she does in Shortcut.
Real actions she takes on your say-so, not a list of API endpoints.
Turn briefs into epics
She reads an approved brief and lays it out in Shortcut: an epic, the stories under it, tasks, owners, and the iteration they belong in, structured the way your team already plans.
Write stories from Slack
Mention her in any thread and the follow-up becomes a Shortcut story in the right workflow state, with an owner, an estimate, and the context in the description.
Keep the iteration honest
She moves stories through their workflow states as work lands, so the board reflects what actually happened this iteration and not last week's plan.
Catch work that is slipping
Stories stuck in review, unowned work under an epic, and anything that won't make the iteration, surfaced in Slack before the sprint closes short.
Link and label the work
She links related stories, ties them to objectives, and labels by client or stage, so a delivery lead can see the whole thread without opening ten stories.
Set up new teammates
She adds a new hire to the right team, assigns their first stories in the current iteration, and briefs them on what is due before it ends.
Say it like you'd say it
Things to ask her on day one.
Write a Shortcut story for every new brief that lands in #intake
What's at risk in the current iteration for Northwind?
Turn the Northwind content-hub brief into an epic and assign the stories to Maya
Which stories under the SEO epic have no owner?
Add our new developer to the team and assign their first iteration stories
Better together
Shortcut is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Shortcut + Slack
Where you ask, and where the story updates land. Every workflow move reaches the channel that cares.
Setup
Shortcut, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect Shortcut
One OAuth click. She gets only the access you approve, and you can disconnect her anytime.
Shortcut connected
Ask
Mention @Pati with the job. Stories and moves happen on their own; anything destructive she confirms with you first.
@Pati Write a Shortcut story for every new brief that lands in #intake
On it.
FAQ
Shortcut questions, answered.
What can Patricia actually do in Shortcut?
She works with stories, epics, iterations, tasks, comments, labels, objectives, and story links. More than 130 distinct actions. In practice: she writes and assigns stories, keeps the iteration current, and flags what is slipping.
Does she act without asking?
Writing stories, updating them, and moving them through workflow states run on their own, that is the point. Anything destructive, like deleting an epic or a doc, waits for your explicit yes in Slack.
Which Shortcut plan do we need?
Any plan works. She connects through Shortcut's official OAuth flow, the same way other approved apps do, and only sees the workspace you connect.
We keep a separate workspace or team per client. Does that work?
Yes, that is the setup she expects at an agency. Connect what you want her in and every client's stories stay walled off from the rest.
What does the Shortcut integration cost?
Nothing extra. Every integration is included, on every plan.
One of 1,000+ integrations. Browse the full directory
Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.