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How to use Rovo for different boards

Anuj Batta
December 27, 2025

Can Rovo be used in Salesforce or excel?
How to use Rovo for different boards
How to create perfect prompt?
There are 10 boards in 1 Project say Insurance i need to use current sprint data for particular board and there are boards like Team Eagle,Team Parrot. Team Tiger,Team lion
how to use

I want to use for Daily Scrum Update
Sprint Retrospective
Velocity forecast
Sprint Planning
Please someone response in detail with prompt instructions so that i can make a generic agent that can be used in multiple boards for a single project

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Hari Krishna
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December 28, 2025

Hi@Anuj Batta , I hope this answer will be helpful to you

1. Can
Rovo work with Salesforce or Excel?

No.

Rovo mainly works with Jira and Confluence.

If you want Salesforce or Excel data, you would need to integrate it first.

 

2. Using Rovo for different Jira boards

Yes, you can — but you must always tell Rovo which board to use.

for example : “Use the board Team Eagle in the Insurance project and show the current sprint status.” 

Rovo cannot guess the board on its own.

 

3. Simple prompts you can use like this for

Daily Scrum 

“Use board Team Eagle in Insurance. Show what is done, in progress, and blocked for the current sprint.”

Sprint Planning

“Use board Team Tiger in Insurance. Show backlog items, estimates, and suggest what to pick next sprint.”

Retrospective

“Use board Team Parrot in Insurance. Summarize what went well, what didn’t, risks, and improvements.”

Velocity Forecast

“Use board Team Lion in Insurance. Show average velocity and forecast the next sprint.”

 

make one generic agent

you can use this for multiple times if it is a repetitive task  

You can give instructions to agents like this: 

“Always ask me which board to use before running any report.” 

That keeps it reusable across multiple teams and boards.

Anuj Batta
December 28, 2025

Thank you 

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