A board keeps the list. A project manager keeps the promise.
WorkPM is the AI project manager for implementation teams. It runs the boards your team already knows how to read, turns client email into tasks on its own, sits in your meetings, and tells you which project is drifting before the client does.
address per project that files email into tasks
views of the same work: list, kanban, timeline
checks the AI runs on every project, every day
answers it invents; every note cites its source
The problem, named plainly
The board is never the problem. The board being out of date is.
The truth lives in email
The client's real requests, the scope changes, the little yeses: they arrive as email to whoever was on the thread, and the board finds out a week later, if at all.
Status is a chore
Updating the board is the job nobody is paid for, so it drifts. Then the weekly call is spent finding out what happened instead of deciding what to do.
Risk shows up late
A project goes quiet, a task slips twice, a client's tone changes. A human PM with twelve projects cannot watch all of it. The signals were there.
What it does
Six things, and it does them on every project at once
Boards your team can already read
List, kanban and timeline views of the same tasks, with groups, sub-items, dependencies, custom fields and bulk edits. If your team ran Monday, they run this on day one, and the import brings the boards across.
Email that files itself
Every project has its own address. Forward a client thread to it and the thread becomes a task, replies attach to the same task, and the AI writes the summary and suggests the field updates. Automated noise is recognised and closed, not turned into work.
An AI PM on each project
A pulse for the project, a chat that answers from the project's own memory of emails, meetings and tasks, and a daily set of diagnostics: stalled items, missing owners, slipped dates, silent clients. Each finding cites where it came from.
Meetings and mail in one place
Email threads and meeting recordings sit beside the board, with summaries, action items, decisions and risk signals pulled out, and the full transcript by speaker one click away.
Portfolio intelligence
Briefings across all projects, patterns that repeat across clients, risk alerts, and a morning brief for each person that says what needs them today.
Closing the loop with the client
When a project is ready, the client gets a short satisfaction survey. Promoters are asked for a review and a referral, with a real credit behind it; everyone else raises a flag for a human, never an ask.
How a project runs
Discover, Plan, Run, Watch, Close
Five stages, and the product carries the weight in each one.
Discover
Workup Agent interviews the client from an emailed link, by voice or text, and the answers land in the project as requirements, in the client's own words.
Plan
Phases, groups and tasks from your own playbook, with owners, dates and dependencies, on a board the client can be invited to see.
Run
Email files itself, meetings summarise themselves, hours are logged against tasks, and the board stays current without a standing reminder.
Watch
Daily diagnostics on every project, a pulse per project, risk alerts across the portfolio, and a brief for each person each morning.
Close
Mark it ready, and the client survey goes out. Promoters are invited to review and refer; anything less becomes a flag for you.
Discovery
The kickoff questionnaire nobody fills in, replaced by a conversation
You write the questions once. The client gets a private link. Workup Agent asks them one at a time, by voice or text, follows up when an answer is thin, accepts "I need to check", and reads back what it collected. You get a formatted requirements sheet, the transcript and a CSV, in the project, before the kickoff call.
Who it is for
Teams that deliver projects for clients, and answer for them
Consultancies, integrators, managed services
Twelve clients, forty projects, and every one of them emails a different person. WorkPM gives each project an address, a board and an AI PM, and gives you the morning brief that says which three need you today.
- Import from Monday keeps the boards your team built.
- Hour categories and time entries per task, ready for billing.
- Client-facing boards with guests, on your own domain.
Migrations, platform rollouts, vendor projects
A practice management migration is a project with a hundred small decisions made over email. WorkPM catches each one, keeps the timeline honest, and keeps the partner who signed off in the loop without another meeting.
- Discovery interviews for every office and every practice group.
- Meeting summaries with the decisions pulled out, by speaker.
- Satisfaction surveys at close, with the review ask handled properly.
What the client sees
A project that answers before they ask
A board they can read
Invite the client as a guest to their own project. Status, dates and owners, nothing internal, on a branded address.
Replies that land in the right place
They email the project, not a person. Their message is a task with a summary within the minute, and the reply comes from someone who has the thread.
A close that asks the right question
At the end, a short survey. If they are delighted, a review and a referral ask. If they are not, a person calls. Never the reverse.
Say it plainly
Why this is not another board
| A project board | WorkPM |
|---|---|
| Waits for someone to update it | Updates itself from email, meetings and time entries |
| Shows status | Shows status and says whether to believe it |
| Knows the tasks | Knows the tasks, the emails and the meetings behind them, and cites them |
| Starts at kickoff | Starts at discovery, with the client's own answers already in the project |
| Ends when the last task closes | Ends with the client's verdict, a review and a referral |
See it on one of your own projects
Thirty minutes. Bring a live project and its email thread, and watch WorkPM file it.