Strategic Portfolio Management AI agents for the monitor project tasks agentic workflow

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 2 Minuten Lesedauer

    • Use the Monitor project tasks agentic workflow to autonomously generate a project insights email by using AI agents. AI agents help project managers to manage risks, resolve issues, or take actionable decision on the projects.

    Monitor project tasks overview

    The Monitor project tasks agentic workflow can help to trigger a project insights email and provide real-time visibility into key project updates. Use the project insights generation skill to generate a project summary and send it as an email to the project managers.

    This proactive monitoring and alert system saves time and effort for project managers, ensuring that they can respond promptly to keep project schedules on track. By leveraging these AI agents, project managers can optimize their operations and enhance the overall project efficiency.

    The email summary includes the following sections:
    • Overall project insights
    • Summary of insights needing attention
    • Project insights
    • Project task insights
    • Milestone insights
    • Resource insights
    • RIDAC insights
    • Financial insights

    If you want to change this agentic workflow, you can duplicate it, adjust the settings to suit your specific needs, and activate the duplicated version of the agentic workflow instead.

    Monitor project tasks agentic workflow

    Autonomously generate a project insights email using AI agents. To use Monitor project tasks, make sure that the project insights generation skill is active. For more information on how to activate the skill, see Configure Now Assist for Strategic Portfolio Management (SPM).

    To access the Monitor project tasks agentic workflow:
    1. Navigate to All > AI Agent Studio > Create and manage.
    2. Select Monitor project tasks.

    To configure the Monitor project tasks agentic workflow and associated AI agents, see Configure the Monitor project tasks AI agent in AI Agent Studio.

    AI agents used in the Monitor project tasks agentic workflow

    The following AI agents are used for the Monitor project tasks agentic workflow:
    • Project summarizer
    • Project eligibility analyzer

    Tools mapped to AI agents for the Monitor project tasks agentic workflow

    The following table shows the tools that are mapped to AI agents used in the Monitor project tasks agentic workflow.
    Tabelle : 1. Tools used in the Monitor project tasks agentic workflow
    Name Description
    Project summarizer Generates the project summary
    Project eligibility analyzer
    • Checks if the project insights generation skill is enabled
    • Gets project details for a given task number
    • Fetches email insight configuration and checks for critical updates

    Triggers for the Monitor project tasks agentic workflow

    In the Define trigger screen, when the trigger has the following conditions set, the agentic workflow begins execution:
    • Set the Target table field to Project task.
    • Set the Run as field value to Assigned to [task].
    • Set the following conditions:
      • [Status] [is] [Red] and
      • [State] [is] [Closed Incomplete] [or] [Closed Skipped] and
      • [Planned end date] [later than previous] and
      • [Assigned to] [is not empty]

    Other agentic workflow

    For more information on other agentic workflow that are associated with the Platform workflow, see Platform agentic workflows.