Agency Operations

Project Management & History Tracking

AI Agents Are Only As Smart As Your Records.

Internal ToolsProject ManagementProcess AutomationAI AgentsSlack IntegrationData Infrastructure
Project Management & History Tracking - Image 1

The Challenge

A creative agency managing multiple client projects lacked a reliable, auditable system to track who did what—and when. Status updates were scattered across Slack, text, and email, making it difficult to reconstruct timelines or measure accountability. This not only created confusion for team leads and clients, but also made it impossible to layer in AI support tools—since large language models rely on structured, accessible historical data to provide useful insights.

Our Solution

We built a centralized project management dashboard with a structured history log of all updates, decisions, and contributors. To ensure adoption without adding friction, a custom Slack agent was deployed to prompt team members for quick updates, which were automatically tagged, time-stamped, and archived in a searchable format. This project history now serves as the foundation for other AI agents—enabling use cases like task summarization, contributor tracing, and real-time project insights.

Key Results

Established a permanent, structured audit trail of all project activity and contributors

Improved transparency and accountability for internal reviews and client reporting

Enabled future use of AI agents by maintaining a clean, contextual data layer

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