Turn it on for your workspace
AI automation is a switch, not a rebuild. Nothing changes about how you plan until you decide to use it.
AI that does the busywork, not the deciding.
Tasks, follow-ups, priority and summaries happen automatically in Projectsify — drafted from your own workspace, reviewed by you before anything reaches a client.
It reads your own workspace
Plans, tasks, milestones, time logged and the meetings booked through Plannerdly — not guesswork, not a template.
You review and approve
Drafts land where you can see them. You accept, edit or discard; nothing reaches a client unless you send it.
Auto-create tasks
Your AI converts raw notes, client messages, or long updates into structured tasks with owners, deadlines, and priority — without you typing a single line.
How it runs: Paste a client call summary, an email thread or a long update. Projectsify splits it into separate tasks, fills in an owner where the context is clear and a due date from your plan's milestones. The drafts appear for review — you accept the ones you want.
What you get
- Breaks big updates into actionable tasks
- Assigns owners automatically if the context is clear
- Sets deadlines based on upcoming milestones
Automatic follow-ups
After every meeting booked through Plannerdly, follow-up tasks and reminders are drafted for you so nothing slips.
How it runs: When a meeting is booked through Plannerdly, its agenda, notes and your guest's answers become a follow-up draft: the actions you promised, who owns each one and a nudge before it falls overdue.
What you get
- Drafts follow-ups from meeting notes
- Links each follow-up to the right plan
- Reminds owners before it's overdue
Smart priority
Work is ranked by deadline, health and workload so your team always knows what to do next.
How it runs: Priority is calculated rather than typed in. Projectsify weighs the due date, the plan's health and each person's current load, then re-orders today's view when something slips or someone is carrying too much.
What you get
- Flags at-risk plans early
- Balances work across the team
- Keeps today's view focused
Instant summaries
Turn a week of activity into a clear status report in seconds.
How it runs: Pick a plan and a period. Projectsify reads what actually happened — tasks closed, hours logged, blockers raised — and writes a status summary you can edit before it goes anywhere.
What you get
- Summarises progress and blockers
- Pulls facts straight from your plans
- Ready to share with clients
What it reads
- Plans, tasks, milestones and owners
- Meeting agendas, booking notes and guest answers from Plannerdly
- Time logged and status updates your team records
What it will never do
- Invent client details it cannot read
- Send anything to a client without your approval
- Change a plan's budget, dates or health on its own
- Use your workspace to train anything for other customers
Availability
In Beta, and rolling out by waitlist.
AI automation ships to waitlist members first. Your booking link, plans and reports work the same way whether it is switched on or not.