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Exploring AI Tools for Project Managers — What Have You Tried That Actually Works?

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Zakaria Botros
Community Champion
Project Manager | Driving Clean Energy Innovations for a Sustainable Future| Canadian Nuclear Laboratories Ontario, Canada

I’ve been seeing more and more AI tools being used in project management — not just chatbots, but tools that can help with data analysis, reporting, documentation, and even presentation building.



 
 

I’m starting to explore this space and I’m curious what others have found useful. Here are some types of tools I’ve heard about — but I haven’t tried most of them yet:
 



 
 

📊 Data Analysis & Sheets



 
 

ChatGPT + Code Interpreter
Excel Copilot
Google Sheets with Duet AI
Rows.com




 
 

📈 Presentation Building
Beautiful.ai
Gamma.app
Tome.app
PowerPoint Copilot
 



📋 Documentation & Reports
Notion AI
ClickUp AI
Confluence AI
Fireflies.ai
 



 
 

🤖 Workflow Automation & Task Management



Zapier AI
Make (Integromat)
Asana AI
Jira AI Assist



 
 

🧠 General Assistants
ChatGPT, Gemini, Claude, Perplexity AI


* Have you used any of these tools — or others — in your project management workflows?
* What worked well? What didn’t?
* Where do you see the most potential for AI to really help us as PMs?

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Pavan Maddi
Community Champion
Buona Vista, Singapore

Great roundup, Zakaria! I’ve used ChatGPT Code Interpreter for data summaries, PowerPoint Copilot for quick decks, and Fireflies.ai for meeting notes — all time savers. For documentation, Notion AI works well for first drafts. Biggest value? Speed + clarity, especially during reporting cycles. Still exploring task automation tools!

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1 reply by Markus Kopko
Jul 01, 2025 4:45 PM
Markus Kopko
...

Hi Pavan,



that caught my attention; you mention MSCoPilot for PowerPoint as helpful. That is interesting, cause I tried it several times (always in the hope, that it has developed further) but from my experience it is still a pain trying to create a somewhat sophisticated deck with CoPilot for PP.



It is good in terms of creating outline and lets say Slide Deck concepts.



But that's it (from my experience). Ever tried to replace a Graphic or an Image with a better one or one that suits better in the context of the given slide?



Maybe it is my poor prompting but I never got that working so far.



On the other side, GAMMA is a real solution here; this is my favorite to go tool for slides (and also other formats) at the moment.



Might you consider providing a sample prompt here that you used with CoPilot for PP to create a slide deck that is worth presenting to the stakeholders? Would be glad to learn something.





BR

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Zakaria Botros
Community Champion
Project Manager | Driving Clean Energy Innovations for a Sustainable Future| Canadian Nuclear Laboratories Ontario, Canada
Thanks Maadi for sharing your experience
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Markus Kopko AI Enabler for Project & Program Mgmt | Founder PMotion.ai / The PM AI Coach| PMotion.ai Hamburg, Hamburg, Germany
Jun 09, 2025 11:16 AM
Replying to Pavan Maddi
...

Great roundup, Zakaria! I’ve used ChatGPT Code Interpreter for data summaries, PowerPoint Copilot for quick decks, and Fireflies.ai for meeting notes — all time savers. For documentation, Notion AI works well for first drafts. Biggest value? Speed + clarity, especially during reporting cycles. Still exploring task automation tools!

Hi Pavan,



that caught my attention; you mention MSCoPilot for PowerPoint as helpful. That is interesting, cause I tried it several times (always in the hope, that it has developed further) but from my experience it is still a pain trying to create a somewhat sophisticated deck with CoPilot for PP.



It is good in terms of creating outline and lets say Slide Deck concepts.



But that's it (from my experience). Ever tried to replace a Graphic or an Image with a better one or one that suits better in the context of the given slide?



Maybe it is my poor prompting but I never got that working so far.



On the other side, GAMMA is a real solution here; this is my favorite to go tool for slides (and also other formats) at the moment.



Might you consider providing a sample prompt here that you used with CoPilot for PP to create a slide deck that is worth presenting to the stakeholders? Would be glad to learn something.





BR

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Markus Kopko AI Enabler for Project & Program Mgmt | Founder PMotion.ai / The PM AI Coach| PMotion.ai Hamburg, Hamburg, Germany

Zakaria,



Thank you for this post. Please don't take offense, but I've seen dozens of similar lists on LinkedIn every day.



Other than in your case, those postings most often provide affiliate links to the tools or platforms that earn the originator some money.



Understandable, but less useful.



In a corporate context, the issue with this topic is that you are not allowed to use any of those tools unless they are officially released and approved in the organization.



I am currently on my trip home, having just returned from a two-day workshop on the "Use of AI in PM" with one of the world's largest telecom providers.



And the PMs there are forced to use MSCopilot - like many, many other Companies, since they are MS-based in terms of infrastructure and applications, right? Therefore, CoPilot is the logical choice.



And again, do not get me wrong; that they are allowed to use CoPilot at all is a beginning at least.



The problem was that we worked our way through several use cases - typical PM use cases, such as planning, reporting, risk, and so on - and the results were... well, let's say okay in most cases.



But the Capabilities of CoPilot - and also of the participants in terms of prompting - are limited.



So, key takeaways from my perspective:



Get your staff trained (what we just did) ;)



and



Take a strategic approach for AI Implementation (regardless of the process or tasks you want to support).



However, first assess and likely refine the processes, and then select the appropriate AI tool or platform to support those processes or address your business problem.



Anything else is just experimenting, testing, and playing around (nothing wrong with that, but not a professional approach from a corporate perspective, right?).



In Germany and Europe, there is another layer of complexity, the EU AI Act, which will become effective for all companies next month.



Then, as a company, you must follow the rules and comply with the act; otherwise, there is a significant risk of being penalized.



Just my 2 Cents ...

I am currently using CoPilot and the PM Agent available in Planner Premium. Some quick wins that really help me:
- Meeting Minutes and Action List Recap for Teams Meetings: Copilot will take minutes, provide an excellent summary and the list of Action Items with assignments and will automatically email it OR allow you to review and send afterwards. Saves me hours.

- PM Agent with Planner will help build an initial schedule based on a Scope of Work and any other elements you want to add.

- PM Agent will generate a summary report of a Planner Schedule providing an analysis of tasks, overall performance and all the other major elements of a plan - provided you are keeping it up to date it can be extremely helpful to provide your project and sponsor progress reports. I use it and tweak the report as needed.

These are the biggest time savers so far. I am working on developing a guided action/step list for making the most of these tools as a PM in our organization.

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