Workflow Design

Start with the VPM AI workflow, pick a ready-made template, or design boards by chatting with the assistant.

Start here

VPM โ€” TOR to WBS with AI

Upload or paste a TOR / RFP. The assistant reads the document, extracts every requirement with a link back to its source page, analyses solutions per dimension, sizes the effort, and generates a complete WBS with Gantt timeline into a new project group.

1. Documents2. TOR view3. Requirements4. Dimensions5. Solutions6. Summary & estimates7. WBS & Gantt
๐Ÿข

Data Center โ€” Power & Permitting

Guided Q&A

Answer a short interview and the agent drafts a proposal, a WBS and project wiki pages into a new folder.

M

Import from Monday.com

Data import

Pull boards, groups, items, column values, updates and attachments into a new group with a personal API token.

Template library

9 templates
๐Ÿ“
Project Management

Lightweight project workspace using the VPM-inspired lifecycle (Planning โ†’ Requirement โ†’ Design โ†’ Development โ†’ Testing โ†’ Deployment) with WBS, Risks, Roles, and a Control Loop. For deeper estimation use the VPM Project Management template.

๐Ÿ“‹ WBS & Schedule
โš ๏ธ Risk Register
๐Ÿ‘ฅ Roles & RACI
๐Ÿ” Control Loop
Boards
4
Items
33
Fields
23
Wiki
6
AI agent included4 linked fieldsSample data ready
๐Ÿ’ผ
CRM

Accounts, Contacts, Pipeline and Activities โ€” fully connected so every deal traces to a company, a buyer and its next action.

๐Ÿงฒ Pipeline
๐Ÿข Accounts
๐Ÿง‘โ€๐Ÿ’ผ Contacts
๐Ÿ“ž Activities
Boards
4
Items
25
Fields
48
Wiki
6
AI agent included9 linked fieldsSample data ready
๐Ÿš€
Product Suite

Roadmap, Sprints, Bugs, and Releases โ€” connected so every bug and feature traces back to a release.

๐Ÿ—บ๏ธ Roadmap
๐Ÿƒ Sprints
๐Ÿž Bugs
๐Ÿ“ฆ Releases
Boards
4
Items
18
Fields
15
Wiki
2
AI agent included3 linked fieldsSample data ready
๐Ÿง‘โ€๐Ÿ’ผ
HR & Recruiting

Open positions, candidate pipeline, interviews and onboarding.

๐Ÿ“Œ Open Positions
๐Ÿง‘ Candidates
๐ŸŽค Interviews
๐ŸŽ‰ Onboarding
Boards
4
Items
21
Fields
15
Wiki
2
AI agent included2 linked fieldsSample data ready
๐ŸŽจ
Agency Operations

Run client work: Clients, Projects, Tasks, and Invoices linked together.

๐Ÿค Clients
๐Ÿ“ Projects
โœ… Tasks
๐Ÿ’ต Invoices
Boards
4
Items
15
Fields
16
Wiki
1
AI agent included4 linked fieldsSample data ready
๐Ÿ—๏ธ
VPM Project Management

Full Value-driven Project Management methodology: 6 lifecycle phases, 6 main deliverables (D1โ€“D6), 8-stage control loop (Build/Compile/Update/Review/Revise/Baseline/Monitor/Rework), role capacity, mapping master and risks โ€” ready to estimate IT delivery projects end-to-end.

๐Ÿ“‹ WBS Master
๐Ÿ“ฆ Deliverables (D1โ€“D6)
๐Ÿ” Control Loop
๐Ÿ‘ฅ Resource Capacity
โš ๏ธ Risk Register
๐Ÿงฎ Mapping Master
Boards
6
Items
104
Fields
42
Wiki
8
AI agent included4 linked fieldsSample data ready
๐Ÿ“ฆ
ERP โ€” Inventory & Procurement

Stock control, vendor management and purchase orders. Real-time low-stock alerts via reorder point, vendor scoring and approval workflow โ€” the inventory + procurement backbone of an ERP-on-boards architecture.

๐Ÿ“ฆ Inventory (SKUs)
๐Ÿค Vendors
๐Ÿงพ Purchase Orders
Boards
3
Items
13
Fields
24
Wiki
3
AI agent included3 linked fieldsSample data ready
๐Ÿ‡น๐Ÿ‡ญ
Finance & Invoicing (Thailand)

Quotes, invoices and budget control built for Thai tax requirements: 7% VAT split, 13-digit Tax ID, head-office / branch flag, and e-Tax-Invoice readiness. Connect to the CRM and Inventory bundles for end-to-end Quote โ†’ Invoice โ†’ Cash flow.

๐Ÿงพ Invoices (เนƒเธšเธเธณเธเธฑเธšเธ เธฒเธฉเธต)
๐Ÿ“„ Quotes (เนƒเธšเน€เธชเธ™เธญเธฃเธฒเธ„เธฒ)
๐Ÿ“Š Budget vs Actual
Boards
3
Items
14
Fields
29
Wiki
4
AI agent included1 linked fieldsSample data ready
๐Ÿข
Data Center Proposal & WBS

Guided proposal builder for large-scale Thai data centers (BDx-style). Captures site, power, fuel, permitting and telecom inputs; generates a formal Power & Permitting consultancy proposal (PDF); and provisions Proposal, Permits, WBS and Risks boards.

๐Ÿ“‘ Proposal & Site Info
๐Ÿ“œ Permits & Approvals
๐Ÿ—‚๏ธ WBS โ€” Power & Permitting
โš ๏ธ Risks
Boards
4
Items
0
Fields
42
Wiki
4
AI agent includedSample data ready

My custom templates

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Design boards by chat

Workflow Design Assistant
Chat to shape your boards, then preview & create.
Hi! Tell me what you want to organize โ€” a project, a team, a process? I'll help design the boards, groups and columns for it.