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Category

Business Management

Built by

Beam.ai

AI Agent Integrations

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Workamajig

AI Agent Integrations

Workamajig

Steer creative projects in Workamajig, reading job and budget records and writing status back, automating coordination work like advancing tasks as approvals land.

Project and job tracking

Workamajig holds each creative job as a record with tasks, owners, and deadlines. As work progresses, a Beam agent reads task status and approval events, applies your rule for when a job moves to the next stage, and writes the updated status back so the schedule reflects reality. It advances routine steps and notes what changed. Jobs where an approval is overdue, or where a client change would push the deadline, are routed to a project manager who decides whether to rebrief the team, extend the date, or raise the issue with the client.

Resource scheduling

Workamajig assigns designers, writers, and other staff to jobs based on availability. A Beam agent reads current allocations and upcoming deadlines, applies your rule about who can take which work and how much load is reasonable, and writes proposed assignments back onto the schedule. It fills straightforward gaps and rebalances light overbookings. Conflicts where two priority jobs need the same person, or where someone is booked well beyond capacity, are routed to a resource manager, who decides which work takes precedence rather than leaving the agent to force a choice.

Time and billing

Workamajig ties logged hours to jobs so agencies can bill clients accurately. A Beam agent reads submitted timesheets against each job's budget, applies your rule for approved rates and billable categories, and writes billing-ready totals back onto the job record. It flags entries that lack a task code or push a job over its estimate. Timesheets that would exceed the client's agreed budget, or that carry unusual hours needing explanation, are routed to a finance or account lead who reviews them before an invoice is prepared.

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Start building AI agents to automate processes

Join our platform and start building AI agents for various types of automations.

Start today

Start building AI agents to automate processes

Join our platform and start building AI agents for various types of automations.

Start today

Start building AI agents to automate processes

Join our platform and start building AI agents for various types of automations.