Plan tasks from a briefing

Go from briefing to first plan: the agent helps you turn work packages and relevant information into a clear, easy-to-follow task structure.

Ideal for project managers who want to create a shared basis for work from a briefing.

The problem

You have a comprehensive briefing, but you first need to sort out which tasks it involves and what information belongs to each one.

1. What this use case does

The agent identifies tasks, sub-briefings, and any dates it can find in the provided material. If available, it can assign them to existing line items or lists. It suggests clarifying any unclear responsibilities.

2. How to use it

Provide the briefing and describe which existing project structure should be taken into account. Review the suggested tasks before adding them to your project.

Tip: This agent works especially well with the Briefing Checker, which is available to everyone in the Agent Library. First, check the briefing for gaps and clarify any open questions. Then you can use it to derive tasks for your project.

Example prompt:

Identify tasks and relevant details from this briefing. Assign them to the existing line items and flag any missing responsibilities.

3. How to set it up

Create an agent and specify how tasks should be named and described. Provide the briefing and the relevant project structure. Syncing with an external system requires a suitable, working connection and should be tested separately.

Learn more about setting up your own AI agents