How it Works
Deploy the Project intake & scoping workflow in minutes. Here is what happens end-to-end.
1
Submit project request
Stakeholders submit project requests with objectives, timeline expectations, and resource needs.
2
AI evaluates scope
The AI agent analyses the request to estimate complexity, resource requirements, and potential risks.
3
Prioritise in backlog
Projects are scored and ranked against existing commitments to inform prioritisation decisions.
4
Assign project lead
Based on expertise and capacity, a project lead is suggested or automatically assigned.
5
Kick off planning
AI generates a draft project brief and initial milestone timeline for the assigned team.
Connected Templates
Templates that power this workflow
Each template feeds into the Project intake & scoping workflow. Pick one or combine several for full coverage.
AI Features
Features that make this workflow smart
These AI capabilities power the automation behind Project intake & scoping.
Workflow at a glance
2 connected templates feed submissions into this workflow
5 automated steps from intake to action
3 AI features including Chat with form responses and Urgency scoring & prioritisation