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.

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.

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).

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.