Agents / Project Pilot

Project Pilot

Tracks tasks in Jira, Planner, Asana or monday.com, chases owners on stalled items and closes the loop with whoever decides.

In other themes it might be called, for example:

Tiago · Portuguese namesGolfinho · Sea animalsHermes · Greek mythology
Project Pilot IA
Almada site: 3 tasks stalled for 4 days (material order, permit, technical visit). Want me to ask the supplier for a date?
Marta
Yes, and book the visit for Thursday.
Project Pilot IA
Email sent to the supplier; visit proposed for Thursday 10:00, waiting for the client to confirm. Updated the 3 tasks in Jira.
Illustrative example; fictional names.

A day at work

What it does, concretely.

  1. Every morning lists tasks stalled for more than 3 days and asks the owner, by DM, what is missing.

  2. When a client replies by email, updates the task and tells the project manager in the channel.

  3. Friday: per-project summary with delays, blockers and what needs a decision.

Tools it talks to

JiraPlannerAsanamonday.comOutlook

If your tool isn't listed, the agent builds and documents the integration through its API, reviewed by us.

Where a person approves

  • Closing or reassigning someone else's tasks
  • Contacting a client directly

It proposes; a manager decides with a tap. It is the platform's rule, set in the pilot's approval matrix.

How it's hired

Three steps, in the chat.

  1. Talk to the Chief of Staff

    A manager describes the work. The Chief of Staff asks what is missing and drafts the charter.

  2. Approve card

    Name, avatar, tools and what needs approval, on one card. The manager taps Approve.

  3. Joins Teams

    Registration, publishing and start-up are automatic. The new colleague introduces itself in the announcement channel.

Other roles

They usually work together.

Chief of Staff

Hires the other agents by conversation, with manager approval; sends the daily brief; watches costs and licences.

Microsoft TeamsEntra IDAudit log
See the role →

Quote Builder

Prepares proposals and quotes from your templates and price lists; a salesperson reviews and sends.

Word / ExcelSharePointPrimavera
See the role →

Support Desk

First-line internal support in Teams: answers what it knows, opens the ticket and escalates to a person when it doesn't.

SharePointConfluenceHelpdesk
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Pilot in 4 weeks

Four weeks, a fixed price, an agreed KPI. At the end, the first coworker is in Teams doing real work.

A 20-minute call, a real agent at work, no slides.