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Project management workflows involve a repeating cycle: capture meeting notes, extract action items, assign ownership, follow up, and report status. Each of these steps typically lives in a different tool — a notetaker, a task tracker, email, and a slide deck. MyAi unifies this cycle with Templates and Instances that turn meetings into tracked, actionable outcomes.

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The Core Problem

Project management is fragmented across tools and manual handoffs. Meeting notes live in one system, action items get transcribed into another, follow-ups happen over email and chat, and status reporting requires manually compiling updates. Important context is lost at each transition, and accountability gaps emerge between steps.

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Key Use Cases

Create a project Template that structures the lifecycle of every meeting:
  1. Capture — Meeting notes are recorded and summarized.
  2. Extract — Next steps and action items are identified with assigned owners and due dates.
  3. Execute — MyAi agentically initiates action items — drafting follow-up messages, creating tasks in connected systems, or triggering Workflows.
  4. Follow up — Automated check-ins ensure nothing falls through the cracks.
Each project meeting becomes an Instance of the Template, maintaining a consistent structure while adapting to the specific context.
Define reusable Templates for recurring project types — product launches, sprint cycles, client engagements, or internal initiatives. Each Instance inherits the standard structure (milestones, deliverables, stakeholders) while capturing project-specific details in Global Variables. This ensures consistency across the organization without sacrificing flexibility.
Go beyond passive task tracking. MyAi can agentically execute on action items — sending follow-up emails, updating project management tools, compiling status reports, and nudging owners when deadlines approach. The system moves from recording what needs to happen to actively driving it forward.

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Why MyAi?

End-to-End Lifecycle

From meeting capture to follow-through — one continuous workflow, not four disconnected tools.

Templates and Instances

Standardize project structures while preserving the flexibility to adapt to each engagement.

Agentic Follow-Through

MyAi doesn’t just track tasks — it helps execute them.

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Learn More

Platform Architecture

Understand how Dimensions, Functions, and Canvases work together under the hood.

Guide for End Users

Learn how everyday users interact with Canvases, ask questions, and get work done.

Terminology

Review key MyAi concepts like Dimensions, Templates, Instances, and Canvases.

Engineering

See how engineering teams manage part metadata, change requests, and design intent.