Does the Workfacta agent actually execute tasks?

Yes. Unlike a copilot that only suggests text, the Workfacta agent executes the work. It updates records, moves tasks, and triggers actions in your connected tools.

How is this different from native Workfacta AI?

Native AI features in Workfacta are often limited to the platform itself. DoMyWork acts across Workfacta and 1,500+ other apps, allowing you to connect your project data to your email, Slack, and spreadsheets.

Is this better than using Zapier for Workfacta?

Zapier requires you to build and maintain rigid step-by-step logic. With DoMyWork, you simply describe the outcome in plain English, and the agent handles the multi-step execution for you.

Can the agent monitor my Workfacta projects?

Yes. You can set up agents on autopilot to watch your projects 24/7, catching overdue tasks, flagging risks, or notifying your team the moment something changes.

Is my Workfacta data safe?

Data safety is our priority. DoMyWork uses secure, encrypted connections to interact with your Workfacta account and only performs the actions you explicitly authorise.

Can I connect Workfacta to multiple apps at once?

Absolutely. You can instruct the agent to pull data from Workfacta, process it, and then perform actions in Gmail, Slack, Google Sheets, and other tools in a single request.

AI Agent for Workfacta

Update project statuses, log time, and report on progress automatically. DoMyWork AI agents work with Workfacta and 1,500+ apps to turn project data into clear results.

Summarise all overdue tasks in Workfacta and email the list to my team

Find tasks assigned to me that need updates and post them in Slack

Create a new project in Workfacta based on this email thread

Calculate total hours logged in Workfacta and add to Google Sheets

Check for unassigned tasks and move them to the backlog

Draft a status update for the board based on Workfacta progress

Agent for

Workfacta

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your project data into decisions and actions

Update task statuses, log hours, generate reports, and notify your team across all your apps.

14 overdue tasks emailed

Catch up on every project task that nobody updated last week

"Check last week's tasks in Workfacta, see which ones haven't been updated, and draft a follow-up email in Gmail for each owner. Post the list to Slack when done."

Send Message

Find tasks that are blocking the team's progress

"Identify tasks in Workfacta marked as 'Blocked', find the related dependency, and post a summary to the #ops Slack channel."

Send Message

Generate a weekly status report for the leadership team

"Summarise all completed tasks in Workfacta from the last 7 days and format them into a report for Google Docs."

Send Message

Identify tasks with missing due dates

"Scan all active Workfacta projects for tasks without a due date and flag them for the project lead in Slack."

Send Message

Cleanup completed tasks from active boards

"Identify all tasks marked as 'Done' in Workfacta that are older than 30 days and move them to the 'Archive' project."

Send Message

Got a different task in mind? Describe it

Send Message

Update project timelines based on task delays

"Check all tasks in Workfacta that are overdue, calculate the impact on the project end date, and update the project summary."

Send Message

Assign unassigned tasks to the right team member

"Look at the project board in Workfacta, find unassigned tasks, and assign them based on the current workload of team members."

Send Message

Draft a weekly project update for stakeholders

"Gather all completed milestones from Workfacta and draft a clear, professional update email for the project stakeholders."

Send Message

Flag tasks that have been in progress for too long

"Find tasks in Workfacta that have stayed in 'In Progress' for over 10 days and alert the project lead."

Send Message

Sync project milestones to a shared calendar

"Extract all upcoming milestones from Workfacta and add them to the team Google Calendar."

Send Message

Got a different task in mind? Describe it

Send Message

Prioritise bugs based on customer feedback

"Review the latest bug reports in Workfacta, cross-reference them with Zendesk ticket volume, and re-order the priority list."

Send Message

Draft release notes from completed tasks

"Take all tasks marked as 'Released' in Workfacta and turn them into a clear set of release notes for the product update email."

Send Message

Identify feature requests that need more info

"Scan new feature request tasks in Workfacta and flag those missing a clear description or user impact section."

Send Message

Summarise user feedback from task comments

"Read through comments on product tasks in Workfacta and extract key user pain points into a summary document."

Send Message

Map product roadmap items to specific tasks

"Check the product roadmap in Workfacta and verify that every item has at least one associated task."

Send Message

Got a different task in mind? Describe it

Send Message

Calculate total project costs from logged hours

"Sum up all hours logged in Workfacta for the 'Client X' project and multiply by the hourly rate to get the current cost."

Send Message

Identify billable tasks that haven't been invoiced

"List all tasks in Workfacta marked as 'Billable' that are completed but not yet marked as 'Invoiced'."

Send Message

Flag projects that are over budget

"Compare the total hours logged in Workfacta against the budget set for each project and flag those nearing the limit."

Send Message

Generate a monthly time-tracking report

"Compile all hours logged by team members in Workfacta for the past month and export to a summary sheet."

Send Message

Audit tasks for correct billing status

"Review all tasks in Workfacta and ensure that any task tagged with a client name is also marked as 'Billable'."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Workfacta AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Workfacta AI Agent

🛸 Autopilot

Act on project data the moment it lands — with agents on autopilot

The agents work across your apps 24/7.

They catch new tasks, update statuses, and notify your team before you even open the dashboard.

Setting up an autopilot is too easy

New task is created in Workfacta

Describe...

1. Triage new project requests the moment they arrive

WhenNew task is created in Workfacta

Then

Read the task description, classify it by project type, check if it's high priority, and post a summary to the team Slack channel.

Put on Autopilot

2. Escalate overdue tasks before they impact the schedule

WhenEvery day at 09:00 AM

Then

Check for overdue tasks in Workfacta, assess the delay, and email the project lead if the delay exceeds 48 hours.

Put on Autopilot

3. Post a daily project summary to Slack

WhenEvery day at 05:00 PM

Then

Summarise all tasks completed in Workfacta today and post a clean report to the team channel.

Put on Autopilot

4. Flag tasks that lack a clear owner

WhenNew task is created in Workfacta

Then

Check if the task has an assignee; if not, flag it in the #project-admin channel.

Put on Autopilot

5. Notify the team of status changes

WhenTask status is updated in Workfacta

Then

If the status changes to 'Blocked', post a warning to Slack with the task link.

Put on Autopilot

1. Catch project risks as soon as they appear

WhenTask status is updated in Workfacta

Then

If a task is marked as 'At Risk', analyse the project timeline and update the risk log in Google Sheets.

Put on Autopilot

2. Automate milestone reminders

WhenEvery Monday at 08:00 AM

Then

Check for milestones due this week in Workfacta and send a reminder email to the project team.

Put on Autopilot

3. Assign new tasks based on team capacity

WhenNew task is created in Workfacta

Then

Check the current workload of team members and assign the new task to the person with the most availability.

Put on Autopilot

4. Log time automatically for completed tasks

WhenTask status is updated in Workfacta

Then

If a task is marked 'Done', log the estimated time as actual time in the project sheet.

Put on Autopilot

5. Alert stakeholders on milestone completion

WhenTask status is updated in Workfacta

Then

If the task is a milestone, send a status update email to the client.

Put on Autopilot

1. Triage bugs from customer feedback

WhenNew ticket is created in Zendesk

Then

If the ticket is tagged 'Bug', create a corresponding task in Workfacta and link the ticket.

Put on Autopilot

2. Update roadmap status on task completion

WhenTask status is updated in Workfacta

Then

If the task is a roadmap item, update the status in the product roadmap document.

Put on Autopilot

3. Flag feature requests with high user interest

WhenTask status is updated in Workfacta

Then

If a feature request task gets more than 10 comments, flag it for the product manager.

Put on Autopilot

4. Notify engineering of new specs

WhenNew task is created in Workfacta

Then

If the task is tagged 'Spec', notify the engineering channel in Slack.

Put on Autopilot

5. Archive old tasks automatically

WhenEvery month on the 1st

Then

Find all tasks completed over 60 days ago in Workfacta and move them to the archive project.

Put on Autopilot

1. Validate billable hours for project tasks

WhenTask status is updated in Workfacta

Then

When a task is marked 'Done', check if it is billable and verify the logged hours are within the expected range.

Put on Autopilot

2. Alert on budget thresholds

WhenTask status is updated in Workfacta

Then

Check if the project total hours exceed the budget; if so, email the finance team.

Put on Autopilot

3. Sync completed billable tasks to invoicing

WhenTask status is updated in Workfacta

Then

If the task is billable and done, create a line item in the invoicing spreadsheet.

Put on Autopilot

4. Track project spend weekly

WhenEvery Friday at 04:00 PM

Then

Calculate total spend for active projects in Workfacta and post a summary to the finance channel.

Put on Autopilot

5. Flag tasks with missing billing tags

WhenNew task is created in Workfacta

Then

If a task is missing a billing tag, notify the project manager.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Workfacta

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

New Project Onboarding Playbook

FormCollect data with form

1. Enter Project Details

Enter Project Details

Fill fields below 👇

Project Name *

Deadline *

Goals *

AI AgentExecute agent from playbook

2. Create Tasks

Agent

Create tasks in Workfacta for project {{Project Name}} with deadline {{Deadline}} and goals {{Goals}}.

3. Notify Team

Send MessageinSlack

New Project Onboarding Playbook

Sets up new projects and notifies the team.

Clone This Playbook

Meeting Action Item Playbook

Converts notes to tasks.

Clone This Playbook

Weekly Status Report Playbook

Generates status reports.

Clone This Playbook

Resource Allocation Playbook

Balances team workload.

Clone This Playbook

Project Cleanup Playbook

Archives old projects.

Clone This Playbook

Risk Mitigation Playbook

Identifies and logs project risks.

Clone This Playbook

Milestone Review Playbook

Reviews milestone progress.

Clone This Playbook

Budget Tracking Playbook

Tracks project budget.

Clone This Playbook

Stakeholder Update Playbook

Drafts stakeholder emails.

Clone This Playbook

Task Prioritisation Playbook

Re-prioritises tasks.

Clone This Playbook

Feature Request Playbook

Processes new requests.

Clone This Playbook

Bug Triage Playbook

Triages new bugs.

Clone This Playbook

Release Note Playbook

Generates release notes.

Clone This Playbook

User Feedback Playbook

Summarises user feedback.

Clone This Playbook

Roadmap Sync Playbook

Syncs roadmap items.

Clone This Playbook

Invoice Generation Playbook

Generates invoices.

Clone This Playbook

Budget Alert Playbook

Alerts on budget.

Clone This Playbook

Time Tracking Audit Playbook

Audits time logs.

Clone This Playbook

Client Billing Playbook

Processes client billing.

Clone This Playbook

Project Costing Playbook

Calculates project costs.

Clone This Playbook

1500+ App Integrations

Connect Workfacta + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

Freshworks CRM (Freshsales Suite)

SafetyCulture (iAuditor)

Click Funnels

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

Wix

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CompanyCam (In Review)

Quentn

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Brilliant Directories

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

Clio Grow

Cloudflare R2

Facebook Ads Management And Insights

Lob

Forminit.com (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New task is created in Workfacta

Then

Recurring Work on autopilot

Autopilot

Project Handoff

Enter project details

Create Workfacta tasks

Notify team in Slack

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Workfacta

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Workfacta AI Agent

An AI agent for Workfacta is an intelligent assistant that connects to your project data, understands your instructions in plain English, and executes tasks like updating statuses, logging hours, or drafting reports across your apps.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Workfacta

Turn your project data into decisions and actions

Catch up on every project task that nobody updated last week

Find tasks that are blocking the team's progress

Generate a weekly status report for the leadership team

Identify tasks with missing due dates

Cleanup completed tasks from active boards

Got a different task in mind? Describe it

Update project timelines based on task delays

Assign unassigned tasks to the right team member

Draft a weekly project update for stakeholders

Flag tasks that have been in progress for too long

Sync project milestones to a shared calendar

Got a different task in mind? Describe it

Prioritise bugs based on customer feedback

Draft release notes from completed tasks

Identify feature requests that need more info

Summarise user feedback from task comments

Map product roadmap items to specific tasks

Got a different task in mind? Describe it

Calculate total project costs from logged hours

Identify billable tasks that haven't been invoiced

Flag projects that are over budget

Generate a monthly time-tracking report

Audit tasks for correct billing status

Got a different task in mind? Describe it

How Does a Workfacta AI Agent Work

Act on project data the moment it lands — with agents on autopilot

1. Triage new project requests the moment they arrive

2. Escalate overdue tasks before they impact the schedule

3. Post a daily project summary to Slack

4. Flag tasks that lack a clear owner

5. Notify the team of status changes

1. Catch project risks as soon as they appear

2. Automate milestone reminders

3. Assign new tasks based on team capacity

4. Log time automatically for completed tasks

5. Alert stakeholders on milestone completion

1. Triage bugs from customer feedback

2. Update roadmap status on task completion

3. Flag feature requests with high user interest

4. Notify engineering of new specs

5. Archive old tasks automatically

1. Validate billable hours for project tasks

2. Alert on budget thresholds

3. Sync completed billable tasks to invoicing

4. Track project spend weekly

5. Flag tasks with missing billing tags

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

New Project Onboarding Playbook

Meeting Action Item Playbook

Weekly Status Report Playbook

Resource Allocation Playbook

Project Cleanup Playbook

Risk Mitigation Playbook

Milestone Review Playbook

Budget Tracking Playbook

Stakeholder Update Playbook

Task Prioritisation Playbook

Feature Request Playbook

Bug Triage Playbook

Release Note Playbook

User Feedback Playbook

Roadmap Sync Playbook

Invoice Generation Playbook

Budget Alert Playbook

Time Tracking Audit Playbook

Client Billing Playbook

Project Costing Playbook

Connect Workfacta + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Workfacta AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Workfacta AI Agent