You have a new project. You know what it should accomplish, but setting up the infrastructure — the timeline, the milestones, the task database, the status tracking — takes hours. Most project managers spend an entire afternoon wrangling spreadsheets and blank pages before the first task is even assigned. With Closot AI Agent, you can go from a single sentence to a fully structured, team-ready project plan in five minutes flat.
This is a step-by-step walkthrough of how it works, from the blank page to the moment your team gets their first chat notification.
Step 1: Open a blank page and describe your project
Create a new page in your teamspace. At the top, invoke the Closot AI Agent with a natural language prompt. Be as specific or as general as you want. For this walkthrough, we typed:
"Create a project plan for launching our mobile app by August. Include design, development, QA, and marketing phases. Add milestones, sprint cycles, and assign to team members. Use our standard sprint planning template."
That last sentence is the key: the Agent pulls from the Closot Marketplace, which contains hundreds of community-built and Closot-curated templates for project plans, sprint boards, design briefs, and more. If your team has published a custom template to the Marketplace, the Agent knows about it and will use it by default.
Step 2: The Agent builds your project structure
Within seconds, the Agent creates an interconnected set of resources — not just a flat document, but a living project environment:
Project overview page with objectives, success metrics, stakeholders, and a risk register. Linked sprint board with kanban columns (Backlog, In Progress, In Review, Done) and swimlanes by phase. Timeline view showing all four phases mapped across weeks with dependency arrows. Task database with 40+ pre-populated tickets, each with a title, description, assignee, priority, estimated effort, and sprint assignment. Calendar milestones pinned to your calendar view — design review, beta launch, App Store submission, marketing go-live. Team assignments distributed across your workspace members based on their roles.
Here is what the generated Gantt timeline looks like:
Step 3: Sprint planning with cycles
The Agent does not just dump tasks into a list. It organizes them into sprint cycles — typically two-week iterations that align with your team's existing cadence. Each cycle gets its own filtered view on the board, so your standup is focused on what matters this sprint, not the entire project backlog.
Open the sprint board and you will see tickets grouped by cycle: Sprint 1 focuses on design foundations and API scaffolding. Sprint 2 handles core feature implementation. And so on through launch. The Agent even sets up automations — when a ticket moves to "Done" on the kanban board, the linked timeline updates automatically, and the dashboard recalculates your burn-down metrics.
Step 4: Calendar milestones and meeting notes
Switch to the calendar view and you will see your milestones laid out week-by-week. The Agent creates placeholder meeting notes for each milestone check-in, pre-loaded with an agenda and the relevant tickets to review. After the meeting, Closot's AI meeting summaries capture decisions, action items, and follow-ups — no manual note-taking required.
Step 5: Your team finds out through chat
The moment the Agent finishes building the plan, it triggers chat notifications through Closot's native messaging integration. Each team member gets a direct message with their assigned tickets and a link to the project overview. The channel mapped to your teamspace gets a summary post with the timeline and key milestones. From this point on, every ticket status change, comment, and milestone completion posts to the relevant chat channel automatically.
You can also interact with the Closot AI Agent directly in chat — ask it to reassign a ticket, extend a deadline, or generate a status update, all without leaving your messaging app.
Step 6: Dashboards for visibility
The Agent also provisions a project dashboard with widgets tracking sprint velocity, ticket completion rate, blocked items, and upcoming milestones. This dashboard draws from the linked databases the Agent created, so every view stays in sync. Share the dashboard link in your next leadership sync — no slide deck needed.
What makes this different
Other tools let you create tasks from AI prompts. Closot builds an entire project environment — pages, boards, timelines, calendars, databases, automations, and messaging integrations — all linked together and all editable by your team. The AI gets you to 80%. You spend five minutes reviewing, adjusting dates, and reassigning based on who is actually available. Then you ship.
The templates in the Closot Marketplace make this even faster for common project types. Mobile app launch, marketing campaign, product redesign, engineering migration — each has a battle-tested template that the Agent knows how to customize for your specific needs.
What used to take a project manager an entire afternoon — or worse, a planning meeting that runs long — now takes a single prompt and a five-minute review. The plan is better structured, the team is notified, and the tracking infrastructure is already in place before anyone writes a line of code.
Use universal search to find any part of your plan instantly. Use wiki verification to ensure your project documentation stays accurate as work progresses. The blank page was never the hard part — the hard part was everything that came after. Now the Agent handles that too.