5 AI Tools That Will Replace 99% of Project Management Work - AI for Project Managers | PMPwithRay
By PMPwithRay
Summary
## Key takeaways - **AI Won't Replace Project Managers**: AI is not going to replace project managers because project management is a soft science about human relationships, emotional intelligence, stakeholder dynamics, and navigating organizational politics. AI can't negotiate with an angry client, read the room in tense meetings, or inspire a demoralized team. [00:44], [01:10] - **AI Automates 40-50% Admin Tasks**: AI brilliantly handles repetitive data-heavy and administrative tasks that consume 40 to 50% of project managers' time, such as analyzing patterns, generating reports, drafting communications, and providing decision support. [01:32], [01:39] - **AI Revolutionizes Meeting Notes**: Tools like Microsoft Copilot or OT.AI automatically capture meetings, identify speakers, extract action items, track attendance, highlight decisions, and generate structured summaries and minutes in 15 minutes instead of 2-3 hours. [03:46], [04:19] - **AI Summarizes Email Chains Instantly**: Feed long email chains into Microsoft Copilot or ChatGPT to get a concise executive summary of project status, key decisions, issues, budget impacts, and next steps in 30 seconds, even from weeks of back-and-forth. [10:50], [11:11] - **AI Generates Risk Registers**: Provide detailed project data like charter, specs, and constraints to ChatGPT; it generated a comprehensive risk register with 47 risks, categorized by probability and impact, plus mitigation and contingency plans. [16:36], [17:06] - **AI Cuts Training Material Time**: GMA AI creates 10-20 slide professional presentations on topics like agile risk management in under 30 minutes, and Napkin.ai generates complex diagrams like critical path flowcharts in 60 seconds. [13:45], [14:32]
Topics Covered
- AI Automates Meeting Documentation
- AI Tutors Tool Mastery
- AI Summarizes Email Chains
- AI Generates Training Materials
- AI Builds Risk Registers
Full Transcript
Hello everyone, welcome to today's video. So here is a question I have been
video. So here is a question I have been getting a lot lately from project management community. Okay, Rey, how are
management community. Okay, Rey, how are you actually using AI in your day-to-day project management work? And I get it right, we are constantly hearing about
how AI will revolutionize project management and eliminate project managers and so on, right? But most of the content out there is either too
theoretical or focuses on fancy tools that costs thousands of dollars or maybe trying to solve something just for the sake of it. Let's be honest. Now let me
be very clear about something up front, right? AI is not going to replace
right? AI is not going to replace project managers. Okay? You see, project
project managers. Okay? You see, project management is fundamentally a soft science, right? not mathematics or
science, right? not mathematics or coding. It's about human relationships,
coding. It's about human relationships, emotional intelligence, stakeholder dynamics, and navigating complex
organizational politics. Right? AI can't
organizational politics. Right? AI can't
negotiate with an angry client. It can't
read the room during a tensed steering committee meeting, and it certainly cannot inspire a demoralized team to push through a challenging delivery
phase. Right? However, on the other side
phase. Right? However, on the other side of the spectrum, what AI can really do brilliantly is to handle repetitive data
heavy and administrative tasks that often consume 40 to 50% of our time as project managers. So, for example, it
project managers. So, for example, it can analyze patterns, generate reports, draft communications, and provide decision-m support. However, the
decision-m support. However, the strategic thinking, relationship building and leadership that is still
entirely on us as project managers and will still be with us as human project managers. Okay, at least for now. So in
managers. Okay, at least for now. So in
this video today, I will walk you through five practical ways in which you can use AI as a project manager in your day-to-day life to save at least 12 to
15 hours of your weekly effort and thereby making you a more productive project manager. And it's my guarantee
project manager. And it's my guarantee that if you watch this video till the end and apply even 50% of what you will learn from this video, you will be
better than 99% of the project managers out there in the market. That is my vision for this video. So let's get into it. So let's start with the first way I
it. So let's start with the first way I am using AI as a project manager.
Meeting management and documentation.
Now, this is probably the most transformative application I have implemented. Okay? And I'll be honest
implemented. Okay? And I'll be honest with you guys, it's also the area where AI really poses the most direct threat to certain project roles. Okay? So,
listen very carefully. See guys,
traditional meeting management used to consume hours of my team's efforts.
Okay? recording discussions,
transcribing key points, identifying action items, assigning owners, and then following up. Right? It was a massive
following up. Right? It was a massive administrative burden. And these tasks
administrative burden. And these tasks are typically performed in the industry by roles such as project support officers or project clerks. However,
with AI tools like Microsoft Copilot or OT.AI AI and Claude, you can revolutionize this process completely.
Here is what could be an AI savvy project manager's workflow. During
project meetings, Microsoft Copilot or OT.AI automatically captures everything. Not
just the transcription, but it identifies the speakers, extracts action items, tracks attendance, and even highlights key decisions. Within minutes
of the meeting ending, you will have a structured summary out of copilot that in a usual situation would have taken the project support officer at least 2
to 3 hours to create manually. In the
next step, you then feed this input into co-pilot or chat GPT to generate polished meetings of minutes formatted according to the organizational
standards with the cleared action items, owners and deadlines. The entire process would need at least 2 to three hours as I was discussing for a PSO or a project
clerk. Okay? And now it should not take
clerk. Okay? And now it should not take you more than 15 minutes to do it yourself or maybe improve the productivity of your PSO or project clerk by adhering to this entire
workflow which is AI enabled. Now here
is the uncomfortable truth. Roles like
project support officers or project clerks whose primary responsibilities include meeting documentation, minutes of meeting, actions and follow-ups are
genuinely at risk. These administrative
functions are being automated away and organizations are starting to question whether they really need dedicated resources for these tasks. Now I'm not
saying that these roles will go to zero.
Okay? But project teams who used to have three or four project support officers to manage these kind of stuff will now be having only one PSO managing the
same. So that's AI driving productivity
same. So that's AI driving productivity in project management. Moving on, the second way I am using AI as a project manager and this one has been a complete
gamecher for me personally using AI to learn and master new project management tools particularly MS project and
advanced Excel spreadsheet analysis. Now
guys, here is the reality we all face as project managers. Okay, we are
project managers. Okay, we are constantly expected to be proficient with the multiple software tools but uh most of us don't have the luxury of
taking formal training courses or spending weeks learning complex functionalities within these tools right this is where AI can become your
personal tutor and coach okay for example if you don't know MS project or Microsoft project but you need to use it for preparing a project schedule and
track the critical path. You can use Google's AI studio as your personal tutor to help you learn this from scratch. Now, although I am quite savvy
scratch. Now, although I am quite savvy with MS Project because I'm using it for the last 10 years or so, however, time and again I might forget a command or a
shortcut or let's say a particular function within MS Project. And for
these use cases, I regularly use Google's AI Studio to help me navigate the bumps. Trust me, it's a better way
the bumps. Trust me, it's a better way than just googling the problem because uh AI studio can actually see your screen and your onscreen open
applications via screen sharing and it can guide you real time because it can really see your cursor movements and guide you to click this button and then
select this option etc etc. I would recommend that there are a lot of videos on YouTube on how to use Google AI studio and uh please go ahead and watch those videos to have a better
understanding of the entire process with which Google's AI studio works. Now in a second scenario where AI really shines in data management is an Excel
spreadsheet analysis tools like again Google's AI studio or numerous.ai AI have revolutionized how project managers can approach data analysis. For example,
with numerous.ai, AI, you can simply type the natural language questions like let's say which project phases are consistently over budget or uh show me
the resource utilization patterns across all the active projects in a spreadsheet and it will analyze your spreadsheet data instantly without you needing to
remember complex VLOOKUP or HLOOKUP formulas or pivot table configurations within Excel. The key insight here is
within Excel. The key insight here is that while AI doesn't replace the need for you as a project manager to understand the tools fundamentally but
it can accelerate the learning process for you as a project manager dramatically. I have definitely reduced
dramatically. I have definitely reduced my software learning curve from months to weeks now allowing me to focus on strategic project decisions rather than
technical software limitations using the tactics which I mentioned. Now, let's
talk about the third way I'm using AI as a project manager. And this one has literally saved a lot of my effort on multiple occasions. Using AI to quickly
multiple occasions. Using AI to quickly summarize long, okay, very long email chains and generate instant project status updates when sometimes leadership
demands immediate answers. Okay, so
let's work this with an example, right?
Picture this scenario. You are in a steering committee meeting and suddenly the sponsor asks, "Oh, what was the current status on the fire safety upgrades project? I've been copied on a
upgrades project? I've been copied on a dozens of emails this week from finance compliance and your team. What's going
on, Mr. Project Manager? Now, you know that uh there has been a floody of email communications back and forth between contractors, facilities team, and
compliance officers over the last few weeks, right? Your Outlook has been
weeks, right? Your Outlook has been inundated with emails coming back and forth, but you haven't had time to digest all the details. Okay, which is very natural. This is where AI becomes
very natural. This is where AI becomes your lifesaver. Okay, so here is my
your lifesaver. Okay, so here is my actual workflow when I'm faced with such situations in real life. Firstly, when I get an email on Outlook, I categorize it
as per projects. Okay, this is the first crucial step. If you don't know how to
crucial step. If you don't know how to categorize an email into project folders within Outlook, please go ahead and watch a few YouTube tutorials on this
topic. Now, after this step, anytime
topic. Now, after this step, anytime anyone asks me for an update, I take those 20, 30, 40 email chains which is now within the project folder within
Outlook. And these emails might
Outlook. And these emails might sometimes span weeks and months of back and forth discussions, right? and I take the entire dump and put it into
Microsoft copilot or chat GPT or claude whichever I am using as per my organizational policy. Okay. Now when
organizational policy. Okay. Now when
Microsoft copilot has the full email dump of the last 30 40 50 emails which are emails replies reply on replies reply on reply on replies right so all
of them once they go into Microsoft copilot I write a very simple prompt asking a project summary and status update and within 30 seconds I have a
concise executive level summary that covers the key decisions made outstanding issues budget impacts and the next steps. This works just like
magic, guys. The beauty of this approach
magic, guys. The beauty of this approach is that AI doesn't really just summarize, okay? It identifies patterns,
summarize, okay? It identifies patterns, highlights critical decisions, and extracts actionable items that might be buried in lengthy technical discussions
across those email chains, which you surely would have missed. This
capability has really transformed how I handle stakeholder communication in my projects. Instead of spending hours
projects. Instead of spending hours manually reviewing email threads to prepare status reports, I can now provide realtime updates to leadership
making me more responsive and valuable to the organization as a project manager. Right? If you are finding this
manager. Right? If you are finding this video helpful guys, please hit that like and subscribe button to this channel PMP with Ray. It helps me to understand that
with Ray. It helps me to understand that you value this type of practical real world content to help you grow as a project manager. Now let's move on to
project manager. Now let's move on to the fourth way I am using AI as a project manager and this one has completely transformed how I deliver training programs as a project manager
and that is using AI tools like GMA and Napkin.ai to create professionallooking training materials for project management concepts. You see guys, as
management concepts. You see guys, as project managers, we are often expected to conduct training sessions for our teams and stakeholders, right? Whether
it's explaining the five phases of a project life cycle, demonstrating various project methodologies like agile or hybrid or waterfall or let's say
teaching concepts like lean management and six sigma. Creating engaging,
visually appealing presentations used to consume weeks of my time as a project manager. Now, here is how my old
manager. Now, here is how my old workflow used to look like. Okay? I'd
spend hours on Microsoft PowerPoint, manually creating bullet points, searching for relevant images on Google, struggling with smart arts to build
process diagrams, and wrestling with auto shapes to create flowcharts.
A simple presentation on uh let's say agile risk management would take me 6 to 8 hours to create okay across multiple
sessions and frankly the results looked quite amateur or rudimentary in spite of all the effort that has gone into the
presentation. However, now with tools
presentation. However, now with tools such as GMA AI, I can create a complete 10 to 20 slides of training presentation
on agile risk management fundamentals in under 30 minutes. I simply input my topic, let's say agile project risk management for cyber security teams.
Let's say that's my topic. And within
seconds, as you see on screen, GMA generates a professionally designed presentation with the relevant content, structured flow, and beautiful visuals that would take me days to create
manually. Okay. Now, on the other side
manually. Okay. Now, on the other side of the spectrum, where napkin.ai really shines is in creating complex diagrams and charts that explain project
management concepts visually. For
instance, when I needed to explain let's say the critical path method during a recent uh training session, I simply pasted the text explanation of critical
path method into napkin.ai and it automatically generated a professional flowchart with the proper network diagrams, dependencies and critical path
highlighting as you see on screen. Now,
what would have taken me at least 1 to 2 hours of manual research and uh text inputs and diagram creation in PowerPoint just happened in less than 60
seconds. Of course, like any other AI
seconds. Of course, like any other AI tool, the outputs might need a bit of refining after it has generated the first draft according to your needs, to
your audience, and to your organizational standards. However, I
organizational standards. However, I cannot really deny that GMA and napkin has helped me immensely to prepare professionallooking training materials
in lightning fast speeds. Now, finally,
let's discuss the fifth and perhaps the most strategic way I am using AI as a project manager. And this one will
project manager. And this one will probably surprise you because it's something most project managers never consider. using AI to prepare
consider. using AI to prepare comprehensive risk registers, executive summaries, value engineering assessments and best value option analysis. Now
guys, uh this is where AI becomes truly powerful for project management decision making. Okay. However, there is a word
making. Okay. However, there is a word of caution and I need to give you a critical warning up front. This strategy
is completely dependent on the quality of your input data and the project context you provide into your AI platform. Now if you feed garbage into
platform. Now if you feed garbage into this AI tools, needless to say, you will get garbage out. Okay, which can lead to catastrophic project decisions or
complete phase loss for you as a project manager in steering committee meetings.
So only use this tactic if your project input data is rich and comprehensive.
Now here is how I have been using this workflow successfully for risk register development. I feed charge GPT or
development. I feed charge GPT or Microsoft copilot detailed project information including scope, timelines, stakeholder profiling, technical requirements and organizational
constraints. For example, during one of
constraints. For example, during one of my projects with my previous organization, I provided chart GPT with our project charter, technical specifications, contractor profiles, and
all the regulatory and legislative requirements. The AI then generated a
requirements. The AI then generated a comprehensive risk register with the 47 potential risks categorized by probability and impact complete
mitigation strategies and the contingency plans for each of the 47 or 48 risks that the AI identified. Now
this is the perfect document for setting up your PID or the project initiation documentation as a project manager right during the initiation or the starting up stages of a project. However, the key
here was providing the complete context, right? I didn't just say or write on the
right? I didn't just say or write on the text as a prompt that okay, create a risk register for a fire safety project, right? Because that would have been
right? Because that would have been catastrophic. I provided very specific
catastrophic. I provided very specific details. This is a 2.3 million fire
details. This is a 2.3 million fire safety upgrade project across four hospital buildings involving asbestous containing materials 24 into7
operational requirements CDM 2015 and htm compliance and a six-month delivery window during winter months and I uploaded all the relevant SOPs and
standards and project beef and outline business case and stakeholder profiles.
Okay, all of them into my initial command within the chatbot and that is the exact level of detail what transforms a generic AI output into
actionable project intelligence. That is
how you use AI as a project manager and it also can free up your time as a project manager more to focus on items
which AI really cannot do. Okay, such as uh driving alignments within stakeholders or across different departments or let's say dealing with a difficult stakeholder or motivating a
frustrated team member, right? Because
these human interactions are the key deliverables of a true project manager which at least for now AI cannot supersede. So your goal as a project
supersede. So your goal as a project manager should be always to explore ways to become more productive with the help
of AI because this is what the truth is.
Okay. AI will not replace all project managers. However, it will find ways to
managers. However, it will find ways to get the job of 10 project managers done by using one project manager who is
super efficient, super AI savvy and super productive. The choice is really
super productive. The choice is really yours whether you want to be that project manager.
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