Modules · Module 10 of 12

Projects & handover. Signed? Hand it over cleanly.

The project opened from the signed SoW, a plan with tasks per person, blockers, monthly reports and scope kept in check.

10 commands

Every command

Type it as written or in your own words, in English or Slovenian. Anything that would leave your machine is a draft until you say send.

start the project for Acme
The signed SoW becomes a project with its tasks.
project plan for Acmeproject status for Acmewhat needs to be done for Acme?add a task for Acmeblockers
Plan, status, tasks per person and what is blocked.
run the PM agentdormant projects
The daily PM pass: project mail, intake, projects gone quiet.
services report for Acme
The monthly report of work done for the client.
scope recovery for Acme
A phase that ran over: the change, the close-out mail, the change request.

Nothing new to install. These are tools your agent already has or connects once; the commands use them on your side, never ours.

Local database5 of 5 commands
Where your records live when you have no CRM: a SQLite file on your machine that your agent creates.
CRM connector5 of 5 commands
HubSpot, Pipedrive, ClickUp or Salesforce through your agent's own connector. Without one, the local database stands in.
Mail4 of 5 commands
Gmail or Outlook, connected in your agent. Drafts wait there until you say send.
Calendar1 of 5 commands
Your Google or Microsoft calendar: meetings, free slots and the day's agenda.
Meeting recorder2 of 5 commands
Krisp, Plaud, Fireflies or another recorder your agent can read transcripts from.

Also used

Paste one line into your agent, sign in by email and say “set me up”. The sentences on this page work from then on, in English or Slovenian.