AI Project Coordinator

Manages project timelines, task assignments, status reporting, and team coordination.

An AI project coordinator is an autonomous agent that manages timelines, assigns tasks, posts status updates, and keeps teams aligned. In Helm, the project coordinator works across projects, tasks, and calendar, runs on Claude, and can operate in observe, suggest, or auto modes.

Workspace memory
Carries context across tasks, projects, and accounts.
Three autonomy levels
Observe, suggest, or auto. You pick.
Four channels
Chat, Slack, Email, scheduled runs.
Responsibilities

What an AI Project Coordinator owns.

Keep project timelines, task assignments, and deadlines current across every active project.
Route incoming work (form submissions, emails, slack requests) into the right project as structured tasks.
Run the standup, status report, and milestone update rituals on a schedule.
Chase down task owners when deadlines slip and escalate to the Project Manager agent or a human when needed.
Coordinate cross-functional handoffs between design, dev, content, and client.
Keep the project record accurate: actual status, actual blockers, actual progress.
Features & Configuration

Tune every dimension of how the agent works.

Roles, tools, autonomy, memory, schedules, budgets. Every agent ships with the same configuration surface.

Pre-built or custom roles

Start from a Project Manager, Account Manager, or other template. Or define a custom role with its own name, color, and defaults.

Scoped tool access

Enable specific tool groups (tasks, projects, billing, calendar, analytics, memory, and more). Toggle read or read-write per group. Add 300+ external integrations.

Three autonomy levels

Observe (watch silently), Suggest (draft and wait for approval), or Auto (execute directly). Flip levels as trust builds.

Per-channel autonomy override

A fully autonomous agent can still require approval on email. Rare in AI tools, essential for client-facing work.

Custom instructions and skills

Layer your own instructions on top of the role's defaults. Enable skill modules for domain expertise and house style.

Memory

Agents remember past decisions, scoped to workspace, account, or project. Searchable. Optional. Disable per agent.

Schedules

Run agents on a daily, weekly, or monthly cadence with a custom prompt. Output to Slack, in-app notifications, or a task comment.

Spending limits

Set a monthly USD cost cap per agent. Runs pause automatically when the budget is hit. Usage is tracked per run and per month.

Full audit trail

Every agent run is logged with the tools called, inputs, outputs, success/failure, tokens, and cost. Browse history per agent.

Apps this agent uses

Lives inside the rest of the platform.

Same records your team uses. No separate database, no sync lag.

External tools

Plus the tools this agent reaches for.

Connected once at the workspace level. Scoped per agent with read or read+write.

Slack logo
Slack
Gmail logo
Gmail
Google Calendar logo
Google Calendar
Channels

Reach the agent where you work.

Four channels. Each with its own permissioning and autonomy override.

In-app chat

Open the chat panel in Helm and talk to the agent directly. Page context comes along for free.

Email

Reachable on any mailbox the workspace has connected. Replies route back through the agent.

Slack

@mention in any channel the agent is invited to, or DM the workspace DM handler.

Scheduled runs

Runs on a daily, weekly, or monthly cadence. Output to Slack, notifications, or a task comment.

Example Tasks

Real work this agent runs.

Post a daily standup to each project's Slack channel: what shipped yesterday, what's in flight, what's blocked.
Convert an inbound client request email into a task on the right project with the right owner.
Flag any task whose due date has passed without a status update.
Reassign a task when the current owner is out of office.
Summarize the last 7 days of a project into a client-ready weekly update.
Remind task owners 24 hours before a deadline.
Post a milestone celebration in the project channel when a milestone closes.
Create subtasks when a task is scoped too big, based on the task description.
Keep kanban columns accurate: move tasks forward when PRs are merged, tests pass, or client approvals land.
Triage new form submissions into the right project queue.
Draft a project kickoff plan from a signed SOW.
Autonomy

Three modes. Override per channel.

You pick how much the agent decides for itself. And you can be stricter on channels that face clients.

Observe
The agent reads and reports. Nothing is changed on your behalf. Use when you want visibility without risk.
Suggest
The agent proposes actions; you approve or reject. Good default for agents working against client-facing systems.
Auto
The agent executes directly within its permissioned scope. Use when you trust the workflow and want hands-off operation.
How it sounds

Real prompts. Real replies.

You
Post today's standup for the Acme rebrand.
Project Coordinator
Posted to #acme-rebrand. Summary: Jamie shipped the new logo system, Priya is mid-review on the homepage wireframes (expects to finish by 3pm), one blocker: we're waiting on Acme to confirm the tertiary palette direction (asked 2 days ago, no reply). I flagged the blocker on the project record and tagged @maya to chase Acme.
You
New request came in via form: "Add a new landing page."
Project Coordinator
Submission matched to the Acme account (email domain). I created task "Landing page (new variant)" under the Acme Q3 Website project, assigned to Priya as project lead, due Friday based on the form's priority field. Notified the project channel. I didn't set a billable rate. Worth confirming with the client whether this is in-scope or a change order.
FAQ

Questions about the Project Coordinator agent.

What's the difference between the Project Coordinator and the Project Manager agent?

The Coordinator is tactical: daily standups, task routing, deadline chasing, handoff coordination. The Project Manager is strategic: timelines, risk, blockers, cross-project coordination. Most workspaces use both: Coordinator on Auto for recurring rituals, PM on Suggest for decisions.

Can this agent create and assign tasks on its own?

Yes, with read-write access to Projects. Default autonomy is Suggest for external-facing comms, Auto for internal task creation and standups.

Can it post to Slack as the project channel bot?

Yes. Via the Slack integration, the agent can post to channels it's been invited to and respond to @mentions. Many workspaces give every active-project channel its own coordinator instance scoped to that project.

What happens when a task owner doesn't respond to nudges?

Configurable escalation: after N nudges, the agent notifies the Project Manager agent or a human lead. No silent task rot.

What plans include this agent?

Available on every plan. Slack/Gmail/Calendar integrations require Pro or Business.

Hire your AI Project Coordinator.

Included on every Helm workspace. Per-workspace pricing. No per-seat tax.