Professional Services
AI Project Status Agent for Linear
Sends clients accurate project status updates, connected natively to Linear so it reads and updates issues, projects and cycles.
Professional Services
AI Project Status Agent
Internal project and engagement status is tracked and summarized for your own team, not sent to clients.
Status meetings and chasing updates eat time your team should spend on client work. AI Project Status Agent reads your task and time-tracking tools, works out where each engagement stands and sends your team a clear summary on a set schedule. Anything at risk is flagged early, and missing data goes to your named contact. It stays internal, so nothing reaches a client unreviewed.
- Engagement status summarized from your task and time records
- At-risk projects flagged before they become client problems
- Internal only, so nothing reaches clients without review
$2,900
20–30 working days
Optional maintenance $249/mo
What it is
AI Project Status Agent tracks internal project and engagement status, pulling from your task and time-tracking tools, and drafts a team-facing summary that flags anything at risk before it becomes a client problem. Summaries arrive on a set schedule, and missing or inconsistent data goes to your named contact.
Why businesses buy it
In a busy firm, trouble on an engagement usually shows up in the data before anyone mentions it: hours running ahead of budget, tasks overdue, a milestone quietly stalled. Without a regular summary, leads find out when the client does. AI Project Status Agent gives your team one consistent view of every engagement on a schedule, so partners can step in early. The Scope Card sets the workflow, the systems it reads and the test runs before you order, so there is no ambiguity about what you get.
Problems this solves
At-risk projects are noticed only when the client complains
The agent pulls internal status from your task and time-tracking tools and drafts a team-facing summary. It flags anything at risk before it becomes a client problem.
Status meetings start with everyone reading out their own updates
Summaries arrive on a set schedule, ready before the meeting. The team can spend the time on decisions rather than collecting updates. Everyone walks in with the same picture of each project.
Missing time entries make project status hard to trust
When data is missing or inconsistent, the agent sends it to your named contact. Gaps get fixed early instead of distorting the picture. Timesheets get corrected sooner.
Pulling status from several tools takes a manager hours each week
The agent connects up to three systems and runs in the background. One workflow of up to 12 steps, with one AI drafting step, produces the summary.
A good fit if
Team leads currently chase task and time-tracking tools manually to work out which engagements are on track and which are slipping.
You can describe your current status-tracking process, or record a short screen capture of it, along with 5 to 10 real sample inputs.
You want an internal summary, not a client-facing document, flagging overdue tasks or engagements running over budget for your own team to act on.
You're comfortable with one workflow of up to 12 steps and one AI decision or drafting step, such as flagging an at-risk engagement before it's raised in a meeting.
Not the right fit if
You need the status update to go to the client, not stay internal. See AI Client Reporting, which is built for client-facing reporting.
You need a proposal or SOW drafted, not ongoing engagement status tracked. See AI Proposal System.
You need new-client details captured before an engagement even starts. See AI Client Intake.
Your status tracking needs more than 12 steps or more than one AI decision point. Add a note at checkout and we quote it, or start from our Custom AI enquiry form.
How it works
- Project Status Agent connects to the task and time-tracking tools you use today, and pulls current status on each engagement it's scoped to cover.
- Up to 12 steps run in order, including one AI decision or drafting step, such as classifying an engagement as on track, at risk or overdue against the rules you set.
- A team-facing summary is drafted, not a client document, so partners and team leads can see engagement health at a glance without opening every tool individually.
- Anything flagged as at risk, such as a missed milestone or hours running over budget, is routed to the person you named rather than buried in a report nobody opens.
- The summary lands in the channel your team already uses, so status is visible without anyone having to ask for an update.
- We run 20 test runs on your own sample data before launch, so status classification is proven against real engagement data before it goes live.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Your business information (company basics, hours and brand voice), shared during intake, or confirmation we can reuse what you gave us on an earlier order.
- Which systems it should pull status from, with admin or API access for each.
- A written description or a short screen recording of how status tracking works today.
- 5 to 10 real sample inputs so the workflow is tuned on how your engagements actually run.
- The name of the team lead who should be flagged when something needs a person's attention.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never sent by email.
- One decision-maker able to sign off on the status rules before launch.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified, current process and sample inputs confirmed.
Weeks 1–2
The 12-step status workflow and the AI decision step built.
Week 3
Connected systems linked and routing rules configured.
Weeks 3–4
20 test runs completed on your sample data.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded handoff session, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $2,900 |
| Express | 15–25 working days | $3,400 |
| Rush | 10–20 working days | $3,900 |
What you receive at handover
- The AI Project Status Agent, configured and running in the background
- One status workflow of up to 12 steps, including one AI drafting step
- Connections to up to three systems, such as your task and time-tracking tools
- A test report from 20 test runs on your sample data
- An admin guide, the recorded handoff session and 30 days of post-launch support
Expected benefits and how to measure them
- Can help managers spot at-risk projects sooner
- Helps status meetings focus on decisions
- Makes data gaps visible before they skew reporting
- Manager hours collecting status
- Log weekly status-gathering time for a month before launch and a month after.
- Risks flagged before client escalation
- Compare flagged risks with client complaints logged each month after launch.
- Data gaps reported
- Count missing or inconsistent data alerts each month to see whether they fall.
Before you start: Record weekly time spent gathering project status and list recent issues a client raised before your team did.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running AI Project Status Agent afterwards costs roughly $20–100/month, covering the automation platform plus AI model usage, billed directly in your own accounts and scaling with how many engagements it tracks.
AI usage during the build and testing is also billed to your accounts, so you keep ownership of every provider relationship. Nothing runs through us.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order runs on its normal timeline either way. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
Monthly maintenance covers monitoring, fixes and a monthly allowance of change hours, which covers small adjustments to status rules or the summary format. It starts after the 30 days of support, bills monthly, and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A project-tracking add-on bills monthly per user whether anyone reads the summary or not | An ops consultant charges for a one-off process mapping project | Ours is one fixed price, shown on this page before you buy |
| Scope | A project-tracking add-on is a generic dashboard you configure yourself | Scope is agreed during the engagement | Ours is written on the Scope Card before purchase |
| Audience | A project-tracking add-on often gets shared with clients by accident | Depends on what was scoped | Ours stays internal, built for your team only |
| Delivery | Sign-up is instant, building real status rules is not | Typically several weeks before work even begins | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
How much does AI Project Status Agent cost?
The one-time build price is shown in the price and delivery panel on this page, next to each delivery speed. It covers everything on the Scope Card: the status workflow, the routing rules, connections to up to three systems and 20 test runs before launch. Once your Scope Card is confirmed, that price is fixed.
How is AI Project Status Agent different from AI Client Reporting?
Project Status Agent stays internal, summarizing engagement status for your own team so nothing goes to a client without a person reviewing it first. AI Client Reporting is the client-facing version, assembling the report or dashboard clients actually see on a recurring cadence. The two can run side by side, one for your team and one for your clients.
Does AI Project Status Agent send anything to our clients?
No. It is built as an internal tool, and its summaries go to the team channel or person you named, never directly to a client. If you also want a client-facing view of engagement status, AI Client Reporting is the sibling build for that, and the two can run side by side.
How much does AI Project Status Agent cost to run each month?
Roughly $20 to $100 a month in your own accounts, covering the automation platform plus AI model usage. The figure scales with how many engagements it tracks and how often summaries run. You pay providers directly. The one-time build price is separate and shown in the price and delivery panel on this page.
How long does AI Project Status Agent take to launch?
The price and delivery panel on this page shows the time for each speed, counted from the day your intake is complete and access is verified. Most of the build goes into writing and testing the rules that decide whether an engagement is on track, at risk or blocked, using your own sample inputs.
What access does AI Project Status Agent need to our systems?
It needs admin or API access to each system it tracks, such as your task manager, time-tracking tool and team chat, shared by adding our team as a user or creating a key you control, never by email. You also provide a written description or screen recording of today's process and 5 to 10 sample inputs.
Can I change the AI Project Status Agent rules later?
Yes. Small adjustments to status rules or the summary format fit inside the monthly change hours of maintenance. Adding a second workflow or a new AI decision step beyond what's in scope is a bigger change and gets a written Change Quote first.
Can I cancel AI Project Status Agent maintenance?
Yes. Maintenance bills monthly and can be cancelled for any month going forward, with no long-term contract. If you stop, the status workflow keeps running in your own accounts as built. You can return to maintenance later when your status rules or tools change and the workflow needs adjusting.
Stop chasing five tools to know if a project is on track.
Order AI Project Status Agent and internal engagement status is tracked and summarized on a fixed delivery date. The scope above is what you get, in writing, before you pay.
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