Case: Project Support

Envision a project support function within your organization that effortlessly maintains up-to-date documentation and thoroughly understands your project management framework. The PRINCE2 Project Support Agent is designed with in-depth expertise in the PRINCE2 methodology. In this scenario, the agent is activated when a quote is initiated in HubSpot, automatically generating a "Project Brief." This process also initiates all relevant next steps, such as creating the appropriate file structure in SharePoint or Google Drive, setting up a new project within the accounting system for time tracking, and generating essential documents on demand - including periodic project reports.

The agent’s effectiveness grows with the breadth of knowledge it can access—completing documentation more comprehensively. When information gaps occur, the agent proactively reaches out to team members via Slack or Teams to collect the missing details.

Key features of the agent include:

• Context-aware memory across all project interactions and correspondence
• Integration with a vector database containing PRINCE2-specific knowledge, enabled by Retrieval-Augmented Generation (RAG)
• Automated activity sequences aligned with PRINCE2 best practices (such as scheduled reporting)
• Flexibility to utilize any preferred LLM
• PRINCE2-based prompt templates, customized for project and company-specific needs (e.g., reporting intervals, compliance standards)
• Seamless deployment in familiar communication platforms like Teams and Slack

Operating primarily autonomously through system integrations, the agent can also be engaged via chat - enabling users to ask questions, submit project updates, or trigger events such as closing a project stage or submitting a change request.