Scale & Business Systems · Automate with AI
AI-Powered Project Management
Use AI to plan projects, assign tasks, track progress, and communicate status - without adding management overhead.
8 lessons · 144 minutes
Before starting: Comfortable writing basic AI prompts
Start courseWhat you walk away with
- Pick between Asana, ClickUp, Notion, Trello, and Linear using fit criteria rather than hype
- Convert meeting notes into assigned tasks with an AI capture workflow
- Generate stakeholder status updates and a weekly brief from live project data
- Surface at-risk projects early with AI risk detection and prioritization
- Balance team workload to prevent burnout before deadlines slip
- An automation map for one repeated handoff, with exceptions, an owner, and a review step. Every artifact saves to your workspace, so you keep it after the course ends.
- A knowledge-check quiz and a visual walkthrough inside every one of the 8 lessons, about 2 hours of guided work.
- Most lessons close with a checklist, template, or do-it-this-week task, so progress shows up in your work, not just in the app.
Why Most SMB Project Management Fails (and How AI Changes the Math)
Diagnose the three failure modes of SMB project management - chaos, theater, or paralysis - and learn how AI removes the work that nobody actually wants to do.
Picking a Project Tool: Asana, ClickUp, Notion, Trello, or Linear?
Compare the five SMB-relevant project management tools head-to-head, understand their tradeoffs, and pick the one that fits your team's actual workflow.
The Project Structure That Survives Reality
Set up a project template - six fields, three statuses, one definition of done - that works for every project in your business and resists complexity creep.
AI-Assisted Status Updates and the Weekly Brief
Stop writing manual status updates. Set up AI to draft them from activity logs, meeting transcripts, and project changes - and ship the weekly executive brief automatically.
From Meeting to Tasks: The AI Capture Workflow
Set up an end-to-end pipeline that converts every meeting into the right tasks, in the right project, assigned to the right owner - automatically.
AI for Risk Detection and Prioritization
Use AI to surface at-risk projects before deadlines slip, and to keep your team focused on the work that actually matters.
Capacity, Workload, and Avoiding Team Burnout
Use AI to track real team capacity, balance workload, and detect burnout signals - before your best people quietly start interviewing elsewhere.
Your 12-Month PM Operating System
Assemble everything from this course into the operating system your team runs on - daily, weekly, monthly, and annual cadences that compound over time.