Workflow Design

Chat with the AI to design your boards, or pick a template below.

Hero template
๐Ÿข

Data Center โ€” Power & Permitting (Thailand)

Interactive Q&A flow with built-in wiki references and editable agent prompts. The agent uses your answers + reference docs to draft a full proposal, a Work Breakdown Structure, and project wiki pages โ€” all saved to a new project folder.

1. Interactive Q&A2. Wiki + prompts3. Proposal4. WBS
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.

My Custom Templates

No custom templates yet. Click "New template" to build one.

Or start from a built-in template

AI Workflow

AI Workflow Assistance โ€” TOR to WBS

Upload or paste a TOR / RFP. The assistant uses the VPM Knowledge Base (artifact patterns, mapping master, complexity rules) to extract requirements, decompose into artifacts, size the effort, and generate a full WBS into a new VPM group.

1. Extract2. Decompose3. Size4. Generate WBS
Data Import
M

Import from Monday.com

Bring your Monday boards into Tressence. Pulls boards, groups, items, column values, updates, and file attachments into a new group. Use a personal Monday API token โ€” nothing to install.

1. Connect2. Select boards3. Preview mapping4. Import
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
Articles
6
AI agent
1
๐Ÿ’ผ
CRM

Sales Pipeline (Deals) board with stages, value, close date and owner.

๐Ÿงฒ Pipeline
Boards
1
Articles
4
AI agent
1
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
Articles
2
AI agent
1
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
Articles
2
AI agent
1
๐ŸŽจ
Agency Operations

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

๐Ÿค Clients
๐Ÿ“ Projects
โœ… Tasks
๐Ÿ’ต Invoices
Boards
4
Articles
1
AI agent
1
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
Articles
8
AI agent
1
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
Articles
3
AI agent
1
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
Articles
4
AI agent
1
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
Articles
4
AI agent
1