> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/creatio-add-ons/project-manager-for-creatio/user-guide/creatio-ai-agent.md).

# Creatio AI Agent

The **Project Insights Assistant** can be accessed directly from within the Project Manager for Creatio module. Follow the steps below to use each capability.

1. Summarize a Project\
   1.1 Open the relevant Project record in Creatio.\
   1.2 Launch the Project Insights Assistant from the AI Agent panel.\
   1.3 Type a prompt such as: "Summarize this project" or "Give me a status update for this    project."\
   1.4 The AI Agent will return a concise summary including project status, progress, milestones, and pending tasks.<br>
2. Generate a Project Summary Email\
   2.1. Open the relevant Project record.
   \
   2.2. Launch the Project Insights Assistant.
   \
   2.3. Type a prompt such as: "Generate a project summary email for stakeholders."
   \
   2.4 The AI Agent will draft a professional email with key project details.
   \
   2.5 Review, edit if needed, and send directly or copy to your email client.<br>
3. Create Records Using AI\
   3.1. Launch the Project Insights Assistant from the module.
   \
   3.2. Type a natural language prompt to create a record. Examples:

   ```
   "Create a new project called Website Redesign starting June 1."
   "Add a milestone called Beta Launch for the Website Redesign project."
   "Create a task assigned to John for UI design due June 15."
   "Log a timesheet entry for 3 hours on the Website Redesign project today."
   ```

   3.3. The AI Agent will confirm the details and create the record automatically.
   \
   3.4. Verify the created record in the respective module (Projects / Milestones / Tasks / Timesheets).<br>
4. Detect Timesheet Entries\
   4.1. Launch the Project Insights Assistant.
   \
   4.2. Type a prompt such as: "Detect timesheet entries for this week" or "Check for missing timesheets."
   \
   4.3. The AI Agent will analyze available data and surface relevant timesheet entries or flag any gaps.
   \
   4.4. Review the results and take action directly from the panel.