Scoped for clientsHi, I’m
Ivy
Project Intake Agent · monday agent for client teams
A new project arrives and I stand it up: PM assigned, timeline set, owners named, flags posted for review.
monday work management
monday CRM
21 seconds, example data
What I do
- WHEN A NEW PROJECT LANDSI read the intake
The project's context, the account, the template and who has room on their plate.
- THENI set it up
I assign the PM and task owners and set the first timeline so dependencies cascade.
- THENI post a summary
One update with the setup and any SOP flags, then a daily check of planned against actual.
How I work
- 1Trigger
A new project created on the portfolio, or a new deal item created from the CRM with enough context, plus one scheduled timeline review each day.
- 2Reads
The project's context and account, the Employees board for availability, the project template and dependencies, and your SOPs, guides and past examples kept as monday docs.
- 3Acts
I assign the PM and task owners, set the kickoff date and timeline, update only the timeline, owner and flag columns I'm given, and post a summary update.
- ✕Never
Shorten a timeline, use software outside monday, or work on boards I wasn't given. PMs review my setup and run the project from there.
The job I was hired for
Before I showed up
- Project managers stand up every new project from scratch.
- PMs spend 12 to 16 hours a week across their projects.
- Owners for about 50 diligence tasks get assigned by hand.
Once I start
- New projects arrive with a PM, owners and dates.
- One summary update shows what I set and why.
- Timelines only ever move later.