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Key takeaways
AI agents are coming soon to Teamwork.com. Give an agent a goal, and it works in the background on your client projects.
You’ll be able to assign agents work, @mention them in tasks, and chat with them to guide their work.
Start with a pre-built agent for each stage of client delivery, or build your own. Your agent can only see and do what you can.
Every client project comes with work around the work. Chasing missing time on a Friday afternoon. Pulling numbers together for a status report. Checking who has too much on next week. Moving dates when a task slips.
None of it is hard. It just takes time, and it pulls your best people away from clients. AI agents are coming soon to Teamwork.com to take that work off your plate.
What is an AI agent?
An agent is an AI worker you give a goal and put to work inside Teamwork.com. It runs on its own, on a schedule or when you hand it work.
Because Teamwork.com connects your projects, people, time and budgets in one place, your agents work from real delivery data. They don’t just answer questions or send alerts. They do the work.
Here’s how you’ll work with them:
Assign it work. Give your agent a task, like “Prepare this week’s client status report,” and it gets on with it.
@mention it in a task. Bring your agent in where the work is happening. Ask it to check the overdue tasks on a project, or draft a plan from the brief in the comments.
Chat with it in real time. Give direction, ask questions, and refine what it produces until it’s right.
Give it a goal and let it run. Your agent works in the background. It can create deliverables, draft reports, and even prepare your time logs for you to approve.
Pre-built agents for every stage of client delivery
You won’t need to start from scratch. We’re building a gallery of pre-built agents around the stages of client delivery: quote and scope, plan, set up, deliver, bill, and report. Pick one, adjust it to the way your team works, and turn it on.
Here are some of the agents we’re working on.
Capture time without the chasing
Missing time is money you can’t bill. The Missing Time Agent will find days with missing or short time and nudge people to fill the gaps. The Time Draft Agent will draft your time entries from your calendar, tasks and timers, so you just check and approve them.
The result: more complete time records, with far less chasing.
Plan work and balance your team
The Project Planner Agent will turn a brief or meeting notes into a draft plan, with owners, dates and hour estimates based on similar past projects. It shares the plan for your approval before it creates anything.
The Workload Monitor Agent will spot people who have too much or too little work and suggest changes, so you can rebalance before anyone burns out or sits idle.
The result: a draft plan to review instead of a blank page, and workloads balanced before they become a problem.
Keep delivery moving
The Task Triage Agent will fill in missing details on new tasks and send them to the right person. The Overdue Task Agent will chase late tasks, propose new dates, and send the project manager a digest. Date changes wait for your approval.
The result: you see delivery risks earlier, without checking every project by hand.
Protect your margin
The Budget Risk Agent will warn you when a project is on track to run out of budget before the work is done, and tell you why. The Profitability Agent will show which projects and clients make you money.
The Unbilled Time Agent will find billable time that hasn’t been invoiced and draft the invoice for you to check. It never sends it.
The result: time to act before the budget is gone, and billable time that doesn’t slip through the cracks.
Keep clients and stakeholders informed
The Status Report Agent will write your weekly project or client update from tasks, time and budget. You review the draft before it goes out.
The result: the weekly copy and paste, gone.
Build an agent around the way you work
Every team runs client projects a little differently. If a pre-built agent doesn’t fit, you’ll be able to build your own. Describe the agent you want, then set it up:
Instructions: tell it what to do, in plain words.
Triggers: choose when it runs: daily, weekly, or when something happens in your projects.
Skills: choose what it can do. Use Teamwork.com skills or create your own.
Focus: point it at one client, one project, or a group of projects.
Permissions: decide what it’s allowed to change.
Then hit Activate, and your agent is live.
Say your team often ends up with people booked over capacity. You could build an agent that checks allocations every week, spots anyone who’s overallocated, and lets the right project managers know so they can act.
You stay in control
An agent works for you, so it plays by your rules.
It inherits your permissions. Your agent can only see what you can see and only do what you’re allowed to do. If you can’t see a project’s rates or budget, neither can your agent.
You choose how much it does alone. Set it to read and summarize only, to draft changes for you to review and approve, or to take action on your behalf.
You set the goal and the scope. You decide what it works on, which clients and projects it covers, and when it runs.
Be one of the first to put agents to work
AI agents are coming soon to Teamwork.com. Join the waitlist to be among the first teams to hand off the admin and get back to client delivery.
If you’re a Teamwork.com customer, go to Teamwork AI → AI Agents in the app and join the waitlist.
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