Agency OS Architecture & Training
Sections

Recurring Jessie work

Scheduled Monitoring

How Jessie Monitoring Asana sections create repeatable reporting and monitoring work without hiding the review trail.

What It Is

Scheduled Monitoring is a workflow, not a separate magic agent. The business process creates recurring or standing Asana work items in Jessie Monitoring sections. Jessie then runs the same context-aware skill flow as normal Asana tasks.

  • Use it for recurring reporting, weekly checks, account reviews, and quarterly strategy refreshes.
  • Each occurrence should still be inspectable as work in Asana.
  • The review trail remains in Asana so consultants can see what ran, what evidence was used, and what Jessie recommended.

Monitoring Flow

1
Scheduled or standing work exists in Asana

A monitoring task describes the client, cadence, expected check, and output.

2
Jessie identifies due work

The hosted runtime uses schedule/monitoring state and Asana task context to queue due work.

3
Context and source assets load

Jessie resolves the Business Unit, approved context, consultant notes, and configured evidence sources.

4
Skill or generic handler runs

The request routes to a live skill or the generic handler.

5
AI Gateway interprets evidence

Monitoring output is synthesized through the same LLM-first path where insight is required.

6
Review output returns to Asana

Jessie comments, attaches artifacts, or asks for clarification.

Asana Sections

Section typeMeaning
Monitoring intakeCandidate recurring checks or standing work that needs enough detail for Jessie to run.
Due / active monitoringWork that is ready to execute on the configured cadence.
Review readyMonitoring output has been produced and needs consultant review.
Blocked / needs clarificationJessie needs more detail, configuration, or source access before it can run safely.
Done / archivedThe occurrence is complete or no longer active.

Failure Paths

  • Monitoring failures should create visible Asana status rather than disappearing into logs.
  • Provider, source, credential, AI Gateway, or context failures should be caveated and tracked as platform issues when appropriate.
  • Business clarification needs belong on the task; platform regressions belong in Platform Build Error/Regression.

Source References