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

  • Release version: Xanadu
  • Updated February 20, 2025
  • 1 minute to read

    • Use the Monitor project tasks agentic workflow to autonomously generate a project summary 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 summary email and provide real-time visibility into key project updates. Use the email project summary 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, accelerate time to value, and enhance the overall project efficiency.

    The email summary includes the following sections:
    • Key updates on the project
    • Overall project insights
    • Top insights needing attention
    • Milestone insights
    • Resource assignment insights
    • Project task 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 summary email by using AI agents. To use Monitor project tasks, make sure that the email project summary skill is activated. 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 agentic workflow 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

    Other agentic workflow

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