Product
BotPM.ai reads project signals, drafts decisions, updates tools, prepares reports, and escalates blockers inside the policies your PMO controls.
One continuous, auto-playing demo of the whole lifecycle — set up to closeout.
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.

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

Schedule & dependencies

Cost & EVM

Governance & RAID
Integrations
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
Read the conversation, schedule the meeting, update the WBS, sync files, and keep work moving inside client-owned tenants.
Turn project decisions into issues, tasks, boards, work items, and delivery updates across the systems teams already use.
Surface release risk from incidents, unresolved issues, pull requests, monitors, and engineering work items.
Keep contract approvals, invoice signals, actuals, and financial blockers visible before they slow the project.
Connect decision logs, project docs, support escalations, and custom systems to the same PM context.
Bring CRM, ERP, HR, analytics, and portfolio data into the delivery story with client-specific mappings.
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.
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
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
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.
Supported for that mode, subject to tier and policy.
Draft, preview, thin UX, or connector-dependent.
Not a BotPM center or explicitly out of scope.
Cumulative rule
Assist ≤ Operate ≤ Lead when you order N < P < Y.
| # | 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 |
| # | 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 |
| # | 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 |
| # | 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 |
| # | 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 |
| # | 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 |
| # | 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 |
| # | 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 |
| # | 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 |
| # | 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 |
| # | 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 |
| # | 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 |
| # | 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 |
| # | 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
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
Sign in to your workspace or compare tiers — capabilities depend on subscription and configuration.