Ideas to put to work
Engagement plans built and reported without a project coordinator.
Client status report
Sofia reads tasks, comments and time logs for the engagement and drafts the client's status report in Word.
Project plan from the proposal
Sofia reads the signed proposal in SharePoint and builds the Wrike project with folders, tasks and dependencies.
Hours against budget
Sofia reads time logs by project and compares them with the budget in Excel, so partners see overruns early.
Actions from meetings
Sofia reads the Fireflies transcript and creates or updates a Wrike task for each action, assigned to its owner.
Deliverables at risk
Sofia looks for overdue tasks with dependencies and lists the deliverables at risk, with who needs to act.
What Sofia can do with Wrike
Sofia reads and keeps current
- Tasks
- Folders and projects
- Comments
- Time logs
- Contacts
Sofia does, with your approval where you want it
- Create or update a task
- Comment on a task
- Log time on a task
- Create a folder
- Add a task dependency
- Set a custom field on a task
- Look up a task with full context
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Microsoft WordWord processor for letters, reports and contracts
- Microsoft SharePointMicrosoft's intranet sites, document libraries and lists
- Microsoft ExcelSpreadsheets for numbers, models and trackers
- FirefliesAI notetaker that records and transcribes meetings
AsanaWork management for projects and tasks
ClickUpProject management for tasks, docs and goals- monday.comWork management boards for projects and workflows
JiraIssue and project tracking
Put Sofia to work in Wrike
Score your firm in three minutes, or talk to our team.