Excel, with less upkeep.
Structure trackers, flag missing updates and prepare summaries from agreed source data. Keep the detail visible and easy to check.
PRACTICAL AI. PURPOSEFUL DELIVERY.
Less project admin.
More project impact.
Turn everyday project management tasks into connected, AI-assisted workflows. Keep your familiar tools. Give your team time back. Stay in control.
Built around your workflow. Reviewed by your people.
AIPM / WORKFLOWExample workflow
WEEKLY PROJECT UPDATE
From tracker to stakeholder.
Bring the facts together
XLSExcel tracker + project notes
Prepare the first draft
AIProgress, risks & next actions
You review. You approve.
PMCheck the detail before sharing
OUTPUTA clear, consistent update
Human reviewFamiliar tools. A better flow.
Your tools, working together.
Excel trackersWord & PDFProject reportingEmail & calendar
THE EVERYDAY WORK, REIMAGINED
Make the routine
work for you.
Start where the friction is. We design focused workflows around the files, updates and handoffs your project team already uses.
From notes to useful documents.
Turn approved information into consistent Word drafts and PDF-ready outputs. Bring structure to meeting notes, plans and project documentation.
Clear updates. Less chasing.
Bring progress, risks and decisions into a repeatable reporting workflow. Draft stakeholder updates that your team can validate before release.
Keep the follow-through moving.
Prepare follow-up emails, action reminders and calendar proposals from agreed decisions. Review recipients, wording and timing before anything goes out.
SEE THE POSSIBILITIES
One workflow.
A smoother week.
Explore a simplified example of turning a project tracker into a reviewed stakeholder update.
Illustrative demo using sample data. No files are uploaded and no AI service is called.
SAMPLE INPUT / PROJECT TRACKERIllustrative
The details are already in your tracker.
Bring together milestones, risks and actions using the sources you agree at the start.
HOW WE WORK
A small start.
A practical path forward.
Find the friction
Map a recurring task, the people involved and the information it needs. Agree what a useful result looks like.
Build around your tools
Create a focused workflow with defined inputs, templates, permissions and review points.
Pilot with your team
Test on approved sample data. Compare outputs with your current process and record where it helps.
Refine, then expand
Improve the workflow from real feedback. Extend it only when the team is confident in the results.
AUTOMATION WITH ACCOUNTABILITY
AI assists.
People own the outcome.
Project management needs judgement. Our approach keeps review, responsibility and data handling at the centre of the workflow.
Human oversight, by design
Define who checks and approves each output. Drafts stay drafts until the right person signs off.
Deliberate data access
Agree the systems, permissions and information needed before connecting tools. Start with anonymised or approved sample data.
Clear boundaries and checks
Agree retention and provider settings for each pilot. Validate AI outputs against source records and make exceptions visible.
THE PILOT PROGRAMME
Bring one recurring task.
Let’s make it work better.
A focused pilot is a practical way to explore AI without committing to a wholesale change. We agree the scope, success measures and data boundaries together.
Discuss a pilotA focused starting point
- One clearly defined workflow
- Your existing tools and templates
- Agreed human review checkpoints
- Sample outputs your team can assess
- A review of time, quality and usability
Scope, timing and pricing are agreed before work begins.
ABOUT AIPM WORKFLOW
Close to the work.
Focused on delivery.
AIPM Workflow is an emerging business with a clear focus: making AI useful in the everyday work of project management.
Our founder-led approach starts with your process, your templates and your team’s needs. The aim is practical improvement you can inspect and measure—from a better first draft to a more dependable reporting routine.
Meet Oliver on LinkedInLET’S TALK WORKFLOW
What would you
like off your plate?
Tell us about a recurring task. Start a conversation about a demo or a focused pilot for your team.
A useful first conversation
Your current process, where time goes, and what a better result would look like.