AI

The AI tab is the project's AI assistant. It reads the current project's data — tasks, documents, time, reports, planning, Playground boards, automations and recent activity — and produces insights (a project brief, a health explanation, a guest status draft, document and Playground summaries) and suggestions (new tasks, a client status document, automation rules). Nothing changes in your project until you click Apply on a suggestion.

Use it to prepare a weekly brief, understand why a project's health is slipping, draft a client update, or get a first list of next tasks. It is a tool for project managers and administrators; the assistant only ever looks at the project you are in.

Where to find it

Who sees it:

• Plan: the AI assistant is an Enterprise-plan feature. On other plans the tab is hidden from the sidebar and the command palette.
• Role: the tab is manage-only — only people who can edit the project can load it. Others see "We couldn’t load the AI assistant." with Retry.

Screen tour

AI assistant card (top)

Schedule card

Auto-generate selected insights. Badge at the top-right: Next {date} or Not scheduled.

Insight card

The selected AI insight (most recent by default). Shows the insight type, a badge Local heuristics (rule-based) or the AI confidence, and Provider fell back when the AI provider failed and local heuristics were used instead. The content is split into the sections the insight produced:

Empty state: No insights yet — Use an action above to generate your first insight. If an insight produced nothing you see No content produced for this insight.

Insight log card

Recent generations. The latest 12 insights: type (e.g. Project Summary, Health Explanation, Client Status) and {date} · {who generated it}. Click one to show it in Insight. Empty: No insights yet.

Pending suggestions card

Apply to create the task/doc/automation, or dismiss. Each suggestion shows its title, description and a type badge, with Apply and Dismiss.

Empty state: No pending suggestions — Generating tasks, status drafts, or automations will surface suggestions here.

What each action does

What the assistant can see

The assistant never looks outside the current project. Provider keys and prompts are never shown in the app.

Local only. When no AI provider is configured, insights are built from rules over your project data (task counts, due dates, blockers, health score). They are accurate but less fluent. If a configured provider fails, the insight is still produced locally and marked Provider fell back; the Activity log records AI provider failed; local fallback used.

Tasks

Generate an insight

1. Open the project → AI.
2. Click an action button, e.g. Project brief. The button shows a spinner.
3. You see AI insight generated. The new insight opens in Insight and tops the Insight log. Activity records it (e.g. Project summary generated).

Errors: "Could not generate the insight.", "That AI action is not available.", "AI actions are disabled or not permitted.", "Please reload and try again."

Apply a suggestion

1. In Pending suggestions, read the title, description and type.
2. Click Apply.
3. Confirm Apply suggestion — "This will apply the suggested change to the project. Review the suggestion before continuing."
4. You see Suggestion applied. The suggestion leaves the list, the task/document/rule is created, and Activity logs Applied AI {type} suggestion '{title}'.

A suggestion can be handled once; a second attempt (for example from another tab) fails because "This suggestion has already been handled."

Dismiss a suggestion

Click Dismiss — Suggestion dismissed. No confirmation; nothing is created. Activity logs the dismissal.

Set up scheduled insights

1. In Schedule, choose Frequency.
2. Tick the actions to generate (at least one — Save is disabled with none ticked).
3. Keep Active ticked and click Save. You see AI schedule saved. The badge shows Next {date} — tomorrow (Daily), one week from today (Weekly) or one month (Monthly).
4. Click Run now to generate the ticked insights immediately — Scheduled AI insights generated.

Scheduled runs are generated as the person who last saved the schedule (or its creator) while they are still a member of the project; if neither is, the run is skipped. Untick Active and Save to stop the schedule (Not scheduled).

Statuses

Permissions

If AI actions are switched off for your organization, the tab is read-only: you see insights and suggestions but no action buttons, Schedule, Apply or Dismiss.

Worked examples

Example 1 — Monday brief (everyday)

Sara Khan opens AI on Al Noor Showroom Fit-out (ALN-FIT) and clicks Project brief. Insight shows a Summary (62% task completion; 2 overdue task(s); 1 blocked task(s)) and Next actions (Review due dates and owners for overdue tasks., Clear blockers before adding more active work.). She reassigns the two overdue tasks on Tasks.

Example 2 — Weekly client status and new tasks (full scenario)

Omar Haddad reports weekly to Al Noor Trading LLC.

How it connects

Tips and common problems

Related

• Projects · Tasks · Automations
• Playground · Documents · Guest share links
• Reports · SolaProjects overview