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Project management

Case for Automation

Project management requires taking control over various aspects of a project’s
workflow, including team members’ workload, task statuses, CRM updates,
reporting, and many other details. Apart from being a lot for a manager to
remember, these tasks alone can easily take more than 8 hours of nonstop
work each day.

Bot Activities

  • Sends email or messenger notifications upon task completion
  • Assigns team members to tasks in project management CRM or spreadsheet
  • Schedules regular meetings with relevant team members based on events or
    triggers (project-stage completion or status change)
  • Reminds team members when a task is not completed
  • Generates reports upon entering a new project stage or completing a project
  • Notifies team members when projects or tasks are completed, and need
    review or updates