Product

The AI project manager that moves the work

Name: BotPM.ai
Brand: BotPM.ai

BotPM.ai reads project signals, drafts decisions, updates tools, prepares reports, and escalates blockers inside the policies your PMO controls.

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One continuous, auto-playing demo of the whole lifecycle — set up to closeout.

How the product fits

One command center for delivery, governance, and reporting

From charter and schedule to EVM, governance, and closeout, BotPM keeps project context alive and actionable. It connects the work across tools, recommends the next move, and executes only where your policies allow.

Built for project execution, not generic chat
BotPM works inside project management lanes: governance, RAID, EVM, change control, stakeholder updates, and closeout, not free-form prompt theater.
Autonomy you can turn up safely
Start with recommendations, allow routine execution, then expand into higher autonomy as policies, permissions, and trust mature.
Auditability built into the work
Actions, proposals, approvals, and updates leave evidence behind, so PMOs can prove what happened and why.

Want the full walkthrough? See the How it works page.

BotPM workflow from charter through closeout

Inside the app

Schedules, EVM, and governance in one place

Representative views — your deployment may vary by tier and configuration.

Schedule & dependencies

Cost & EVM

Governance & RAID

Integrations

BotPM connects the tools your projects depend on.

Your project truth is scattered across email, chat, task boards, docs, finance systems, and engineering tools. BotPM brings those signals together and turns them into coordinated action.

Availability depends on plan, enabled credentials, tenant permissions, and field mappings completed during onboarding.

50+

systems in the PM stack

Read

signals from every team

Govern

updates, tasks, meetings

Microsoft 365 & Google Workspace

Read the conversation, schedule the meeting, update the WBS, sync files, and keep work moving inside client-owned tenants.

OutlookTeamsSharePointPlannerMS ProjectGmailGoogle DriveGoogle Sheets

PM & Work Management

Turn project decisions into issues, tasks, boards, work items, and delivery updates across the systems teams already use.

JiraMonday.comAsanaClickUpSmartsheetTrelloWrikeClarity PPM

Engineering Delivery

Surface release risk from incidents, unresolved issues, pull requests, monitors, and engineering work items.

GitHubGitLabAzure DevOpsSentryDatadog

Contracts & Finance

Keep contract approvals, invoice signals, actuals, and financial blockers visible before they slow the project.

DocuSignAdobe SignQuickBooksXero

Docs, Support & Knowledge

Connect decision logs, project docs, support escalations, and custom systems to the same PM context.

ConfluenceNotionZendeskREST APIsGraphQLWebhooks

Enterprise Systems

Bring CRM, ERP, HR, analytics, and portfolio data into the delivery story with client-specific mappings.

SalesforceSAPWorkdayPower BITableauServiceNowPlanviewWorkfront

BotPM only acts through approved credentials, tenant-scoped permissions, and your autonomy policies. During onboarding, each enabled integration is mapped to the exact fields and workflows your PMO uses.

Plan your integration rollout

Autonomy modes

A dial, not a black box

Assist keeps recommendations read-heavy. Operate runs routine work inside policy. Lead unlocks the broadest automation your subscription allows — still gated by tier, services, and approvals where required.

Explore autonomy in detail

BotPM autonomy modes Assist, Operate, and Lead

Capability map

Twelve product pillars

Our twelve areas map the lifecycle (PMBOK-aligned) — not PMI’s official knowledge-area count — so coverage is clear for your PMO.

Charter & SOW intake

Schedule & milestones

Cost & EVM

Risk & issues

Scope & change control

Comms & stakeholders

Procurement & vendors

Benefits realization

Quality & lessons

Closeout & handover

Portfolio reporting

PMO maturity

PM activity coverage

128 responsibilities × autonomy

Every row is a common PM job mapped to Assist, Operate, and Lead. Depth is separate: how complete the in-product path is today (Y / P / N), not a second autonomy dial.

How to read

YAutonomy

Supported for that mode, subject to tier and policy.

PAutonomy

Draft, preview, thin UX, or connector-dependent.

NAutonomy

Not a BotPM center or explicitly out of scope.

Cumulative rule

Assist ≤ Operate ≤ Lead when you order N < P < Y.

A. Initiation & front-end of the project

#	PM activity	Assist	Operate	Lead	Depth
1	Identify / analyze stakeholders	Y	Y	Y	P
2	Stakeholder engagement strategy	Y	Y	Y	P
3	Build / maintain stakeholder register	Y	Y	Y	P
4	Develop business case	Y	Y	Y	P
5	Benefits identification / benefits plan	Y	Y	Y	P
6	Draft project charter	Y	Y	Y	P
7	Define success criteria / KPIs	Y	Y	Y	P
8	Stage-gate / intake readiness	Y	Y	Y	P
9	Assumptions and constraints log	Y	Y	Y	P
10	High-level scope statement	Y	Y	Y	P
11	Identify high-level risks (pre-charter)	Y	Y	Y	P
12	RACI / RASCI at initiative level	Y	Y	Y	P

B. Planning — scope, requirements, WBS, schedule, cost, resources

#	PM activity	Assist	Operate	Lead	Depth
13	Requirements elicitation support	Y	Y	Y	P
14	Requirements traceability	P	Y	Y	P
15	Scope baseline / scope change support	Y	Y	Y	P
16	Create / decompose WBS	Y	Y	Y	P
17	WBS dictionary / work package specs	P	Y	Y	P
18	Activity list / sequencing	Y	Y	Y	P
19	Duration estimating support	Y	Y	Y	P
20	Schedule model / network diagram	Y	Y	Y	P
21	Critical path / float analysis	Y	Y	Y	P
22	What-if / delay scenarios (preview)	Y	Y	Y	P
23	Schedule baseline / rebaseline	Y	Y	Y	P
24	Resource requirements by activity	Y	Y	Y	P
25	Resource leveling (suggest / propose)	Y	Y	Y	P
26	Resource leveling (apply)	P	Y	Y	P
27	Cost estimating support	Y	Y	Y	P
28	Budget baseline / cost baseline	Y	Y	Y	P
29	Contingency / management reserve design	Y	Y	Y	P
30	Funding / cashflow narrative (exec)	Y	Y	Y	P
31	Dependencies register (cross-team)	Y	Y	Y	Y
32	Master / milestone schedule comms	Y	Y	Y	Y

C. Planning — risk, quality, procurement, comms, change

#	PM activity	Assist	Operate	Lead	Depth
33	Risk management plan	Y	Y	Y	P
34	Qualitative risk analysis	Y	Y	Y	P
35	Quantitative / Monte Carlo	P	Y	Y	P
36	Risk responses / mitigation planning	Y	Y	Y	P
37	Issue management design	Y	Y	Y	Y
38	RAID log hygiene	Y	Y	Y	P
39	Quality management plan	Y	Y	Y	P
40	Quality audits / checklists	P	Y	Y	P
41	Procurement / vendor plan	Y	Y	Y	P
42	Contract admin (full CLM)	N	N	N	N
43	Comms management plan	Y	Y	Y	P
44	Comms calendar / cadence	Y	Y	Y	Y
45	Change management plan (people / OCM)	P	Y	Y	P
46	Configuration management plan	P	Y	Y	P

D. Execution — directing work, team, vendors, knowledge

#	PM activity	Assist	Operate	Lead	Depth
47	Task / work package assignment	P	Y	Y	P
48	Daily coordination / stand-in for Scrum Master	P	P	P	P
49	Sprint / iteration planning support	P	Y	Y	P
50	Manage team performance / HR-grade HRIS	N	N	N	N
51	Manage knowledge / documentation hub	Y	Y	Y	P
52	Manage project work (status collection)	P	Y	Y	P
53	Manage quality (execute QC tests)	P	Y	Y	P
54	Manage physical resources	N	N	N	N
55	Conduct / support procurement events	P	Y	Y	P
56	Vendor performance tracking	P	Y	Y	P
57	Manage stakeholders (day-to-day)	Y	Y	Y	Y
58	Meeting scheduling / invites	P	Y	Y	P
59	Agenda creation	P	Y	Y	P
60	Facilitate meeting (live)	N	N	N	N
61	Generate MoM / minutes	Y	Y	Y	Y
62	Upload / attach minutes	Y	Y	Y	Y
63	Distribute minutes to attendees	P	Y	Y	P
64	Chase action items / reminders	P	Y	Y	P
65	Decision log maintenance	Y	Y	Y	P
66	Dependency chasing (cross-vendor)	P	Y	Y	P
67	Time tracking / timesheet follow-up	P	Y	Y	P
68	Benefits delivery tracking (execution phase)	P	Y	Y	P

E. Monitoring & controlling — integrated change control & performance

#	PM activity	Assist	Operate	Lead	Depth
69	Integrated change control	P	Y	Y	P
70	Change requests (triage → implement)	P	Y	Y	P
71	Scope creep analysis / variance	Y	Y	Y	P
72	Schedule variance analysis	Y	Y	Y	P
73	Cost variance / overrun analysis	Y	Y	Y	P
74	Forecasting (EAC / ETC)	Y	Y	Y	P
75	Earned value interpretation / packs	Y	Y	Y	P
76	Risk reviews / heatmaps	Y	Y	Y	P
77	Issue trend / aging	Y	Y	Y	P
78	KPI / dashboard monitoring	Y	Y	Y	Y
79	SLA monitoring	P	Y	Y	P
80	Benefits tracking vs plan	P	Y	Y	P
81	Quality control measurements	P	Y	Y	P
82	Steering committee reporting	Y	Y	Y	P
83	Management / exec deck prep	Y	Y	Y	P
84	Weekly / monthly status reporting	Y	Y	Y	Y
85	Portfolio rollup / contention insight	P	Y	Y	P
86	Data quality / reconciliation with finance SoR	N	N	N	N

F. Governance, assurance, compliance (PM-as-governance)

#	PM activity	Assist	Operate	Lead	Depth
87	Steering committee cadence / packs	Y	Y	Y	P
88	Audit trail / evidence for changes	Y	Y	Y	Y
89	Policy / SoD enforcement	P	Y	Y	P
90	Risk-based audit readiness	P	Y	Y	P
91	Data governance (classification, retention)	P	Y	Y	P
92	Ethics / compliance sign-off workflows	P	Y	Y	P

G. Closing, handover, benefits realization

#	PM activity	Assist	Operate	Lead	Depth
93	Closeout checklist / readiness	Y	Y	Y	P
94	Final report / closure report	Y	Y	Y	P
95	Handover to operations / BAU	P	Y	Y	P
96	Lessons learned	P	Y	Y	P
97	Archive / records management	P	Y	Y	P
98	PIR / post-project review	P	Y	Y	P
99	Benefits realization / closeout benefits packs	P	Y	Y	P
100	Release / financial close coordination	N	N	N	N

H. Cross-cutting PMO “machine” chores

#	PM activity	Assist	Operate	Lead	Depth
101	Maintain RAID as single source of truth	P	Y	Y	P
102	“Traffic cop” for dependencies	P	Y	Y	P
103	Risk escalation narrative	Y	Y	Y	P
104	Program-level dependency / benefit mapping	P	Y	Y	P
105	Resource balancing across projects	P	Y	Y	P
106	Maturity / PM capability uplift	Y	Y	Y	P
107	Bot assignment / multi-bot routing	P	Y	Y	P
108	Integrations (Jira / ADO / MS Project / Slack / Teams / …)	P	Y	Y	P

I. Engineering & release hygiene (in-app)

#	PM activity	Assist	Operate	Lead	Depth
109	Release train checklist (RC, migrations, perf, UAT, security, staging) with evidence URLs	Y	Y	Y	P
110	Changelog / release notes assistant → release record artifact	P	Y	Y	P
111	UAT / smoke script library (versioned steps, sign-off roles, log path)	Y	Y	Y	P
112	Definition of Ready / Done templates by project type	Y	Y	Y	P
113	AC / story quality pack from scope or change	P	Y	Y	P
114	Release hygiene library administration (edit JSON, save)	P	Y	Y	P

J. Integration glue (connector operator wedge)

#	PM activity	Assist	Operate	Lead	Depth
115	Field mapping designer (Jira / ADO / MS Project ↔ BotPM paths) with validation + dry-run sync report	P	Y	Y	P
116	Webhook recipe book (signed payload hint, inbound shape check, operator links to delivery logs / queue stats)	Y	Y	Y	P
117	Reconciliation reports (schedule / budget / RAID counts vs external snapshot) as read-only markdown packs + optional Operate open diff tasks on the project	P	Y	Y	P

K. Program / portfolio meta (registry + lightweight governance)

#	PM activity	Assist	Operate	Lead	Depth
118	Cross-project dependency board — registered edges (project IDs in-org) with response SLA hours + escalation rule text (not stakeholder “politics” tracking)	P	Y	Y	P
119	Executive bandwidth / decision SLA as lightweight governance calendar — checkpoint title, owner, due date, reminder window (days before)	P	Y	Y	P
120	Vendor / InfoSec evidence tracker — questionnaire status, attachment index (label + URL/ref), due dates	P	Y	Y	P

L. Commercial delivery PM (B2B)

#	PM activity	Assist	Operate	Lead	Depth
121	Milestone ↔ billing milestone alignment view (read-heavy) + explicit link registry when budget / benefits / reserves / contract milestones already exist (no GL)	P	Y	Y	P
122	SOW / change order as artifacts with Assist markdown drafts + approval pack (signing / countersignature outside BotPM)	P	Y	Y	P

M. Medium fit (valuable but scope-heavy — bounded intentionally)

#	PM activity	Assist	Operate	Lead	Depth
123	Deeper OCM / change resistance playbooks as templated packs + external links (not surveys/heatmaps as a second product)	P	Y	Y	P
124	Workshop / retrospective designs — template library + Markdown export (not a facilitation OS)	P	Y	Y	P
125	Customer success cadence (B2B) — renewal / QBR pack shell from portfolio health bullets (Assist-heavy; optional Operate nudge flags in JSON)	P	Y	Y	P
126	Monte Carlo / quant risk “for real” — explicit stub vs production_intent disclosure stored per org	P	Y	Y	P
127	Slide-quality exec decks — export pipeline posture (Markdown/HTML/PPTX intent notes; high-effort pipeline not claimed)	P	Y	Y	P

N. PMO / leadership transparency (bot activity narrative)

#	PM activity	Assist	Operate	Lead	Depth
128	Daily “Bot PM / director” email — stand-up style transparency for program managers / directors (what closed in 24h, in focus, blockers/overdue, next; optional excerpt from latest project daily brief)	Y	Y	Y	Y

Trust & operations

Built for accountability

Proposals, approvals, tenant isolation, and subscription-aware behavior are first-class — so you can align the product with how your organization governs work.

Trust & Security details

Governance, audit trails, and enterprise-oriented controls

See BotPM in your environment

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