Project intake agent
I'll streamline the project intake process by collecting and organizing project requests.
About this agent
Projects get greenlit without a consistent intake process or structured criteria. This agent streamlines incoming requests, collects the essentials, and logs each one with a clear recommendation.
What you get
Structured intake for every new project request, delivered when you mention the agent.
Viability score with Green, Amber, or Red classification, delivered when you mention the agent.
Flag and recommendation on any project that needs review, delivered when you mention the agent.
How this agent works
- Collects the full intake in one conversation
It asks for the project name, objective, deadline, owner, strategic alignment, budget, and team availability before scoring anything.
- Scores viability across three equal dimensions
It rates objective alignment, budget feasibility, and team availability, each out of 10, for a total score out of 30.
- Classifies every request as Green, Amber, or Red
It translates the score into a clear recommendation so low-fit work gets flagged before it consumes capacity.
- Creates the board item with the full breakdown
It logs the project on your board and posts a structured update with the score breakdown, classification, and next-step recommendation.
Related agents
FAQs
The Project Intake Agent is an AI agent on monday.com that streamlines the project intake process by collecting and organizing project requests.
Yes — to get started, you'll connect this AI agent to your monday.com board, authorize the tools and integrations it needs, and customize its triggers and actions to match how your team works.
You control exactly how the Project Intake Agent behaves. You can configure it to wait for your approval before taking any action, or set it to execute automatically once you're confident in its behavior.
AI agents are available on paid monday.com plans. Each AI agent run consumes AI credits, which are included with paid plans and can be topped up as needed.
Automations follow fixed if/then rules. AI agents on monday.com can read context, make judgments, draft content, and handle multi-step work that doesn't follow a predictable pattern.
Yes. monday.com lets you create AI agents from scratch using the no-code agent builder — just describe what you want the agent to do, connect it to your boards and tools, and set its permissions.
monday.com AI agents work directly inside the platform where your team already operates — with full context across your boards, projects, and workflows.
- Always secure
- 24/7 active
- Full org context
Connectors
