Project Intake Form template (with AI agent automation)

Free Project Intake Form template with AI agent automation. Agent summarises scope, identifies stakeholders, estimates complexity, routes to PMO, drafts kickoff agenda.

AI Agent Workflow

Agent summarises scope, identifies stakeholders, estimates complexity, routes to PMO, drafts kickoff agenda.

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Urgency & Prioritisation Rules

Urgent if: deadline near; revenue-impacting; compliance-driven.

Example AI Conversation Prompts

Rank projects by impact/effort

Summarise new requests weekly

Draft clarification questions

Identify resource conflicts

Route to correct team.

Recommended Integrations

Notion

Slack

Google Sheets

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AI Analysis Features

Chat with Form Responses

Urgency Scoring & Prioritisation

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