AI Agents & Workflows • New in Projectal 7.0

Ask Projectal. Empower your team.

Connect Claude, ChatGPT, Gemini and hundreds of other MCP-compatible AI tools to live Projectal data. Ask about project health and capacity, update plans and automate recurring work without exports, custom scripts or double-entry.

Bring projects, departments, staff plans, bookings, schedules and costings into the AI tool your team already uses.

One prompt produces a live project report with progress, costs, deadlines and RAG indicators.

Ask Across Your Company

Turn questions into answers.

Ask your preferred AI tool questions about live and historical Projectal data, then turn the answers into immediate operational action.

Understand project health

Prompt

“Which active projects are at risk, and what is causing the delay?”

Review progress, deadlines, costs and delivery risks.

Explore staff capacity

Prompt

“Where will we face staffing pressure over the next six months?”

Explore bookings, availability and demand by department.

Review financial performance

Prompt

“Which projects are over budget, and what is driving the variance?”

Compare budgets, actual costs, margins and sources of variance.

Turn a Client Request into a Plan

Give your next project a head start.

An AI workflow can analyze an incoming client request and prepare a draft Projectal sandbox with a proposed work breakdown, staffing, schedule and costs.

Your team reviews the assumptions, compares options and decides what moves into the live plan.

Input

Client request

Unstructured requirements
Delivery dates
Deliverables & scope
Budget constraints

Ready to review

Draft sandbox

Work breakdown
Staffing plan
Schedule
Estimated costs

AI-generated project plan in a Projectal sandbox. A private workspace where your team can review, adjust and refine before moving it into the live plan.

Automate Recurring Project Workflows

Keep the weekly coordination moving.

Configure a connected AI workflow to prepare the project information your team reviews every week.

1
Live Projectal data:
Read current project status

Projects, tasks, bookings, costs and staff capacity.
2
Agentic analysis:
Identify what needs attention

Schedule risks, budget variance and upcoming resource pressure.
3
Ready for review:
Prepare the weekly report

A structured summary ready for the team to review.

Weekly project report

Live Projectal data

Project	Progress	Actual cost	Status
Neon Divide	68%	$745k	Red
The Vanished	60%	$710k	Red
Digital Fugitive	42%	$410k	Amber
Ziggy And The Whale!	92%	$680k	Green
Aetheria	78%	$340k	Green
Spark & Fizz	82%	$230k	Green

Example of an AI-generated report. Status is based on cost and progress: Red when costs exceed estimates or a project is past due, Amber when progress is below 50%, and Green otherwise.

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