AI agent template
A governed AI agent that drafts a one-page project brief from goals, recent activity, and open tasks, with context, risks, and the next decisions to make.
Overview
A project brief aligns everyone before the work accelerates. An agent that assembles the context, goals, and open risks turns a blank document into a first draft you can refine.
This template is the built-in Project brief drafting agent in Atlas. It reads projects and tasks and can draft to the wiki, producing a one-page brief with context, open risks, and the next decisions needed.
Because publishing a wiki page is a higher-risk action, the template marks it accordingly, so drafting and publishing stay under governance.
What is included
The agent reads projects and tasks and can draft to the wiki, matching access to the drafting job.
A preset goal to draft a project brief with context, open risks, and next decisions.
A starting prompt that produces a one-page brief and the next three decisions.
Publishing a wiki page is flagged as higher-risk so it runs under governance.
Adjust the goal and prompt after you start from the template.
How to use it
Go to /agents/templates and start from the Project brief drafting agent template.
Confirm the read access to projects and tasks and the wiki draft permission fit your workspace.
Give the agent the project to brief, using the seeded example as a guide.
Edit the one-page brief and decide when to publish it to the wiki.
FAQ
Ready when you are
Atlas is the all-in-one work OS: tasks, projects, CRM, contracts, HR, and automation on one shared record, with a governed AI assistant. Start free.