Today we’re excited to introduce the AI-Powered Project Workflow Template Creator—a game-changing tool designed to automate the creation of project workflow templates using AI and your existing documentation.
Whether you’re onboarding a new workspace, launching a new project type, or bringing consistency to your team’s processes, this feature makes it easier than ever to set up projects that work for everyone. Here’s how it works:
How to Use the Project Workflow Template Creator
Step 1: Navigate to the Project Templates Section
Start by heading to the settings of your workspace and selecting the Project Templates tab. This is where you’ll find the new Create with AI button.
Step 2: Describe Your Project
Click on the button, and simply describe your project. For example, if you’re creating a template for a marketing strategy consulting project, you’d include that as your description.
Step 3: Upload Relevant Documents
To make the AI even smarter, upload up to three documents that relate to the project type you’re creating. These could be existing SOPs, planning documents, or any reference material your team already uses. The AI analyzes these documents to extract relevant details and craft a tailored template.
Step 4: Preview the Generated Template
Once the documents are uploaded, click the Generate and Preview button. The AI will analyze your inputs and documents to create a comprehensive project workflow template.
Here’s what you can expect from the generated template:
- Project Structure: The template includes pre-defined stages, such as goal setting, research, audience definition, messaging, and more.
- Tasks and Assignments: Detailed tasks are created and assigned to roles within your team.
- Estimated Durations: Motion estimates how long each stage will take, providing a realistic timeline for your project.
Step 5: Customize as Needed
Motion follows the principle of keeping a human in the loop. You can easily edit the template by adding, removing, or reordering tasks and stages to fit your needs.
Step 6: Save and Apply Your Template
Once you’re happy with the template, save it. It will now appear in your workspace, ready to be used for any new projects.
Putting Your Template to Work
Creating a new project with your template is seamless. Simply select the template when creating a new project, assign roles to team members, and fill out any relevant details like project title or client name. Motion handles the rest, setting up the project with all the stages, tasks, and assignments you’ve defined.
Why This Feature Matters
The AI-Powered Project Workflow Template Creator is designed to:
- Save Time: Automate repetitive setup tasks and let AI handle the heavy lifting.
- Boost Consistency: Ensure your team follows standardized processes for every project.
- Simplify Onboarding: New team members can easily understand and follow well-structured templates.
- Increase Productivity: Spend less time setting up and more time executing.
With the AI-Powered Project Workflow Template Creator, setting up new project workflows is easier, faster, and smarter. Whether you’re starting from scratch or building on existing documentation, this feature empowers you to create customized templates that fit your team’s unique needs.
