Projects agentAvailable

Your projects on time and on budget

Requests and analyzes progress on every step, matches invoices against the budget, prepares payment batches and warns you before a project runs late or over budget.

Warehouse remodel · Progress by step

Example
  • DesignDone
  • StructureOn track

    plan to date 60 % · reported 64 %

  • InstallationsLate

    plan to date 45 % · reported 22 %

  • FinishesNot started

What it can do

Each function is turned on separately in AI Agent Configuration.

Runs on its own · once a dayOn demand · from the inbox

Progress and deadlines

  • Ask for progress

    Runs on its own

    Asks whoever owns each step to log how it's going, and escalates to the area if they don't answer.

  • Progress and deadlines

    On demand

    Compares what was reported with the plan to date, flags late steps and proposes rescheduling or escalating.

Budget and spend

  • SII matching

    On demand

    Recognizes purchase invoices from the project's suppliers and suggests which step and budget line each belongs to.

  • Spend control

    Runs on its own

    Watches budget lines that overrun, steps that spend faster than they progress and the projection at close.

Payments and report

  • Payment batches

    On demand

    Gathers what each project has to pay into a batch in your bank's format.

  • Project report

    Runs on its own

    A summary of every active project: progress against plan, delays, spend against budget and what's due.

Its inbox: Projects

In «Work agents › Projects» you see what the agent left for you to decide and the status of each project.

Sample data
Suggestions to decide
6
Rows to pay
14
Open batches
2
Steps to report
9
Spend control
Step% spentProgressSpend vs progress
Structure58 %64 %In line
Installations51 %22 %Spending faster
Finishes0 %0 %No data
Spend curve
JulAugSepOct
Cumulative planCumulative spend
  • Progress by step

    Each step with its progress bar, what was reported and whether the progress request was escalated.

  • Analysis

    Progress and deadlines with a status per step, and spend control with flagged budget lines and the projection at close.

  • Suggestions and batches

    SII invoices to approve and payment batches ready to download and pay.

How it alerts

  • My day
  • Nok notices
  • Email
  • Telegram, with the Team assistant

If nobody answers in time, it escalates once to the head of that step's area.

What it works with

  • Processes and Projects: steps, dates, owners and progress.
  • Finance › Projects: budget per step and line.
  • Your SII purchase invoices, connected through Emisso.
  • Suppliers, and Team and Areas.

How to get started

Four steps for the Projects agent to start tracking your projects.

  1. Create your account

    Start free, no card required, and tell us you want the Projects agent: we turn it on in your account.

    Start here
  2. Load your projects

    Their steps, dates and owners. The budget goes in Finance › Projects and the SII connects through Emisso.

    Business data › Processes and Projects
  3. Turn on its functions

    Choose what runs on its own and what you request from the inbox.

    AI Agent Configuration
  4. Review progress

    What's late, what's due and spend against budget, project by project.

    Work agents › Projects