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Examples of AI Workflow Use Cases

Here are some examples of how to use pre-set workflows.

 Our preset AI workflows offer standardized processes infused with PMO expertise. 

1. Overdue Tickets List

  • Recommended When:
    • You want to identify priority tickets at the start of your workday.
    • You want to organize overdue or upcoming tickets before a progress meeting.
  • What You Can Check & Results:
    • View tickets that are due today or overdue.
  • Example Actions:
    • Check the current status and estimated completion date with the assignee.
    • Review and adjust due dates or priorities.
    • Consider recovery measures or support arrangements.

2. Inactive Tickets List

  • Recommended When:
    • You want to quickly spot stalled tasks.
    • You want to check for unupdated items during a weekly review.
  • What You Can Check & Results:
    • View tickets that have not been updated for a specified period.
  • Example Actions:
    • Check progress with the assignee.
    • Update statuses or add comments.
    • Identify blockers and necessary support.

3. Unassigned Tickets List

  • Recommended When:
    • You want to prevent start delays caused by unassigned tasks.
    • You want to identify unassigned work items.
  • What You Can Check & Results:
    • View tickets that do not have an assigned owner.
  • Example Actions:
    • Assign a team member to the ticket.
    • Confirm role distribution within the team.
    • Clean up tickets that no longer require action.

4. Tickets by Assignee

  • Recommended When:
    • You want to check for uneven workload distribution across the team.
    • You want to prepare for 1-on-1s or progress meetings.
  • What You Can Check & Results:
    • View the total task count and status breakdown for each assignee.
  • Example Actions:
    • Consider reassigning tasks.
    • Adjust task priorities.
    • Support assignees who need help.

5. Multi-Project Progress Summary

  • Recommended When:
    • You want to quickly understand the overall program status.
    • You want to draft executive progress reports based on multiple project updates.
    • You want to identify high-risk projects or items requiring individual interviews.
  • What You Can Check & Results:
    • Overall program status overview
    • Attention level and summary by project
    • Progress, issues, and risks for each project
    • Key points recommended for individual follow-ups
  • Example Actions:
    • Use for progress reporting to executive leadership.
    • Conduct individual interviews for high-attention projects.
    • Plan measures for common issues and risks across multiple projects.

 

6. Incomplete Issue Ticket Validation

  • Recommended When:
    • You want to check issue ticket details before a weekly issue review meeting.
    • You want to verify compliance with operational rules, such as missing completion criteria or due dates.
  • What You Can Check & Results:
    • Check for missing details in issue tickets and extract them categorized as follows:
      • Completion criteria missing
      • Due date missing
      • Both completion criteria and due date missing
  • Example Actions:
    • Request the assignee to enter completion criteria or due dates.
    • Confirm details with the assignee during the issue review meeting.
    • Remind the team of operational rules.