Secure AI Agent · Projects
AI applied to
keeping projects on track
A specialist configured to turn vague requests into scope with acceptance criteria, track schedule and risk, and write the status a sponsor reads in two minutes.
Companies that trust UPX
Capabilities
What the Project Agent
can do
Main areas of work for the Project Management AI Agent in your operation.
Scope with acceptance criteria
Turns a vague request into a verifiable deliverable.
Status in two pages
Writes the report a sponsor actually reads and understands.
Schedule control
Cross-checks dates and flags the deliverable about to slip.
Risk register
Keeps each risk described, with impact and a defined response.
Minutes and decisions
Records what was agreed and chases the action owner.
Scope changes
Documents the request and its impact on schedule and cost.
Skills
Capabilities that compose the specialist
Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.
- Scope writing
- Writes the deliverable and acceptance criteria from the request.
- Status reporting
- Assembles the status with progress, risk, and next step.
- Schedule checking
- Cross-checks dependencies and flags delays that cascade.
How it worksFrom a vague request
From a vague request
to a status the sponsor reads
Connect your sources, define what the agent can do, and let tracking happen within your team's rituals.
- Connect the project sources
- The agent works with what the team already records.Connect the task manager, the team channel, and the document base so the Secure AI Agent has access only to what it needs to track scope, schedule, and risk.
- Ask for the work
- Talk to the agent in natural language.Ask for the scope of a request, the week's status, or the impact of a delay through the available channels. The agent understands the context, applies the configured skills, and follows the team's rituals in any methodology.
- The agent reports. The manager decides.
- From tracking to deciding, with control.The agent writes, cross-checks dates, and flags risk within the defined permissions. Replanning, accepting scope changes, and escalating to the sponsor stay with the project manager.
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02
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Integrations
Connected to the tools where the project lives
The Project AI Agent can query your backlog and run tasks in the systems your team already uses.
Asana 
Flow
What goes in,
what the agent does, and what comes out
From a loose backlog to readable tracking, following your team's rituals and permissions.
Inputs
- Task listCSV
- Minutes and decisionsDOC
- Project charterPDF
Processing
Secure AI Agent
Processing the task
- Read
- Cross-check
- Assessrunning
- Draft
Skill appliedDependency verified
Output
Completed
Tracking prepared
- Scope with acceptance criteria
- Status with progress and risk
- Cascading delay flagged
Control
You define how far the Agent can act
Different actions can operate with different autonomy levels, always within your team's rituals.
- 1
Query
Reads tasks, minutes, and schedule and answers with the reference.
- 2
Prepare
Writes scope, status, and the risk entry.
- 3
Request review
Waits for validation before publishing to the sponsor.
- 4
Execute
Performs the action within the defined limits.
Levels are configured per type of action. Replanning the schedule, accepting scope changes, and escalating risk to the sponsor always stay with the project manager.
Get started
Put a Secure AI Agent to work.
Start on the platform or choose the plan that fits the pace of your operation.
Security and compliance
Security that can be verified.
Certifications and attestations
UPX maintains SOC 2 Type II and ISO 27001, with independent audit over its information security controls.
Privacy and regulation
- LGPD
- Operations follow Brazil's Law 13.709/2018. In AI Agent contracts, UPX acts as data processor; the legal basis remains with your company.
- Zero Data Retention
- A product policy, not a certification: with compatible providers and configurations, processed content is not retained after execution.
- Retention and deletion
- The retention policy is defined by contract. Once the contract ends, data is deleted within the agreed period.
Frequently asked questions
Common questions about the Project Agent
What project managers and leads usually ask before putting an agent into their tracking.
Does it work with our methodology?
Yes. The agent adapts to the rituals your team already uses, whether sprints, phases, or milestones. It does not impose new ceremony: it writes and tracks in the format your team already reports in.Does it replan the schedule on its own?
No. The agent flags the delay, shows the affected dependency, and proposes the scenario. Changing an agreed date is the project manager's decision, because it is a commitment to the sponsor.Will the status come out more optimistic than reality?
No. The status reports what the sources show, including when the news is bad. The agent does not soften delays or hide risk: it states the fact and where the data came from.How does it turn a vague request into scope?
It returns the request written as a verifiable deliverable, with acceptance criteria, assumptions, and what is out of scope. Missing information comes back as a question instead of becoming an assumption.Is our data used to train models?
No. Content processed by Secure AI Agents is not used to train UPX models or third-party models.Can we audit what the agent did?
Yes. Every action is logged: what was queried, what was proposed, when, in which system, and under which permission. The history stays available for review and auditing.How long does it take to go live?
It depends on where the project is recorded. Connecting the task manager and starting with the status report is quick; expanding to scope and risk comes next.
Secure AI Agent
Bring a Secure AI Agent to your projects
Talk to our specialists and see how to adapt this AI Agent to your processes, systems, and needs.