Agentic AI
Use Agentic AI to automate workflows, assist with planning, and enhance your day-to-day work in PSOhub.
Set Up
AI Insights: Getting Started
AI Insights: Project Managers
AI Insights: Resource Managers
AI Insights: Operations Leads
- Recipe: What happened this week?
- Recipe: Where do hours and approvals get stuck?
- Recipe: Is our portfolio ready for deeper analysis?
- Recipe: One project on one page
- Recipe: Our ten largest projects at a glance
- Recipe: Which projects need attention, and why?
- Recipe: Which projects need attention, and why?
AI Insights: Finance
AI Insights: Managers
AI Insights: PSOhub x HubSpot
Agentic AI Actions
- AI Actions: Create and Update PSOhub Data with your AI Assistant
- How to create, update and staff projects with AI Actions
- How to create and manage tasks with AI Actions
- How to manage the project team with AI Actions
- How to fill and change a project budget with AI Actions
- How to add and change contract lines with AI Actions
- How to increase rates with AI Actions
- How to create and change templates with AI Actions
- How to log and change hours with AI Actions
- How to approve and reject hours with AI Actions
- How to book expenses and receipts with AI Actions
- How to create, update and approve invoices with AI Actions
- How to plan leave with AI Actions
- How to plan resources with AI Actions
- How to invite and manage users with AI Actions
- How to manage skills and roles with AI Actions
- How to create and send quotes with AI Actions
- How to add and change customers and contacts with AI Actions