AI Project Manager

Manages timelines, tracks blockers, and keeps projects on schedule.

An AI project manager is an autonomous agent that owns project delivery — timelines, blockers, status reports, and stakeholder comms. In Helm, the project manager runs on Claude, has full project and task access, and can operate in observe, suggest, or auto modes.

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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 Manager owns.

Own project delivery end-to-end: timeline, scope, budget, stakeholder expectations.

Surface and track blockers across every active project before they become late deliverables.

Run status reporting on a defined cadence: internal standups, client updates, executive summaries.

Spot budget and hours risk. Flag projects trending over budget, time over estimate, scope creeping.

Coordinate cross-functional work between design, dev, content, and client stakeholders.

Handle project-level change requests: scope expansions, schedule changes, re-prioritization.

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.

Projects & Tasks

Visual workflows that ship.

Time Tracking

Hours that roll into invoices.

Calendar

Deadlines and meetings, one view.

Client email, tied to the work.

External tools

Plus the tools this agent reaches for.

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

Slack

Gmail

Google Calendar

GitHub

See all 300+ integrations

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.

Send a weekly portfolio update: every active project's status, risks, and next steps.

Draft a Friday client-facing status email for every project currently in flight.

Flag any project that's exceeded 85% of its budget with more than two weeks of work remaining.

Identify projects where the deliverable timeline has slipped more than 10% from the original plan.

Draft a change-order email when scope expands mid-project, including the revised cost.

Surface stale blockers: tasks marked "blocked" for more than 7 days.

Coordinate handoffs between phases and confirm stakeholder sign-off.

Draft kickoff briefs from a signed SOW and create the initial project plan.

Reschedule a project when a dependency slips, and cascade the update to the client.

Run a post-mortem at project close and record lessons learned on the account.

Pull together an executive one-pager on every project for the quarterly review.

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

How are all our projects doing right now?

Project Manager

11 active projects. 8 are green (on track). 2 are yellow: Globex rebrand is at 95% budget with a week left, scope grew without a change order. Initech launch missed last week's milestone (client feedback delay). 1 is red: Soylent migration is two weeks behind because of the Shopify API change. We need to reschedule or descope. I drafted client notes for all three if you want to review.

You

Scope on Acme just grew. Draft the change order.

Project Manager

Based on the scope document update, the work has expanded by ~32 hours across design and dev. At the account's blended rate that's $3,840. Draft change-order email saved to Documents, attached to the Acme Q3 project, addressed to their primary contact. I flagged the timeline: original deadline moves from Oct 15 to Oct 22. Ready for your review.

FAQ

Questions about the Project Manager agent.

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

PM is strategic: timeline, risk, budget, cross-project. Coordinator is tactical: standups, task routing, deadline nudges. Most workspaces run both. PM sits in Suggest mode for client-facing comms; Coordinator runs in Auto for recurring internal rituals.

Can this agent handle change orders?

Yes, in draft form. It recognizes scope expansion from project updates, calculates revised cost using your configured rates, and drafts the change-order document for human approval. Most workspaces keep the "send" step in human hands.

How does it know when a project is at risk?

It reads budget vs. actuals from Time Tracking, milestone progress from Projects, client engagement from Email, and blockers from task status. No separate risk dashboard to maintain.

Can I assign a dedicated PM agent to a specific project?

Yes. Agents can be workspace-wide or scoped to a single project. A common pattern: one senior PM agent with cross-project visibility, plus per-project coordinator agents for the daily execution.

What plans include this agent?

Available on every plan. External integrations (Slack, Gmail, Calendar, GitHub) require Pro or Business.

Hire your AI Project Manager.

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

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