Delegate Tasks to AI – Sapience Cloud

Delegating Work To Project Agents

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Sapience is a great project management system that lets you create personal or team-based Projects and assign tasks to other humans. But you can also assign Tasks to the AI Agent, and that opens up a huge world.

Pro-tip: start your day by going into a Project and creating a bunch of work for an Agent. Then, tell the Project Agent to “work on all the open tasks assigned to you”, go have a coffee, and when you come back it will be done!

Overview

You can assign a Task to another team-member and you’ve probably done that already. If not, when you create or edit a Task within a Project, look for the “Assigned To” drop-down and use that.

For lots of work that you and your team are doing, an Agent can do it for you. Want to deeply research a certain topic? An Agent can do that. Want to draft a presentation based on the research? An Agent can do that.

So - try assigning those sorts of Tasks to the Project Agent, and you’ll unlock a huge productivity gain.

All the Task objects in Sapience have special fields that are there for Agents to use, and you can learn more about those below.

Key Things to Know

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AI thrives on context. If you make the Task Name, Description both really clear, that’s usually good enough. If the Task is complicated, then its good to use the Additional Notes section as well to give the Project Agent more context. Remember that the Project Agent has access to everything in the Project, but telling it which resources to use helps. Treat it like you would a human employee.

To use this feature, just assign a task to the Project Agent;

The Project Agent won’t automatically work on it (that’s deliberate). So, you should create a few tasks and then tell the Project Agent to work on the Tasks assigned to it.

You can automate this by creating a scheduled Project Agent job, that simply says “work on all the Tasks assigned to you”, and that will kick off an Agent Run and it will do the work.

When a Project Agent works on a task, it will put the Task into the “needs review” status, which is an indicator to you that it’s done.

Walkthrough

Step 1: open up any Project that you want to experiment with

Step 2: go to the Tasks Tab and add a new Task to this Project

Step 3: pay attention to the options availalbe in the Assigned To dropdown

Make sure that you are clear in the Task title and the description. Remember, the Project Agent will work on this with whatever information you give it. So good AI hygeine applies here. Don’t give vague instructions… tell it what you want it to do, and for extra nuance tell it WHY it’s working on this Task. Just like with humans, the AI works better when it knows what you’re trying to achieve outside the context of this one Task.

As you can see in the screenshot above, the Agent has its own special fields where it can write notes and it also has a scratch pad. This is hidden by default when you open a Task, but if you expand the Additional Notes expandible, you will see this. This is often really interesting reading, and will give you more context on the work the Agent did for you (and why).