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AI Teammates templates

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AI Teammates are pre-built AI agents  with key skills designed to help teams automate work and move projects forward. Each AI teammate is tailored to a specific role, so you can choose one based on the type of work your team needs help with.

This article introduces the available templates. Use it to understand what each template is designed to do, which skills it emphasizes and how it typically approaches work. You can use the pre-built AI Teammate out of the box, customize it to your needs, or create your own.

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What is a skill?

A skill is a self-contained, packaged module of expertise. It is the tactical capability that an AI Teammate loads when a specific task requires it. A single AI Teammate can carry many different skills.

Skills are completely reusable. A general skill like "Brief Writing" can be given to multiple different AI Teammates across your organization, ensuring consistency in how work gets done.

Teammates vs. Skills at a glance

Feature

AI Teammate

Skill

What it represents

A role or job function

A specific capability or tool

Scope

Broad (owns an entire domain)

Narrow (defines inputs, logic, & outputs for one task)

Naming Style

Job titles (Supply Coordinator)

Action-oriented (KPI Dashboard Design)

Inclusions

A collection of assigned Skills

Workflows, instructions, and reference files

Essential AI Teammates

Insights Analyst turns live project and portfolio data into clear narratives for different audiences. It helps teams report on status, trends, risks, and goals without compiling updates by hand.

Work Intake Specialist replaces ad hoc request handling with structured intake, routing, prioritization, and escalation support. It helps teams create a more consistent entry point for incoming work.

Project Manager turns goals and approved requests into executable Asana projects and keeps delivery moving. It helps teams structure plans, track milestones, and surface blockers and dependencies early.

Content Writer creates briefs, summaries, stakeholder updates, and presentations using current work context. It helps teams move faster when they need polished documents grounded in live project information.

PMO and Strategic operations AI Teammates

Program Ops Manager manages PMO intake from classification and routing through backlog monitoring and demand matching. It helps teams standardize incoming requests and keep service expectations visible.

Portfolio Advisor reads portfolio signals across goals, programs, dependencies, and capacity constraints to surface misalignment and risk. It helps leaders manage the portfolio as a connected system instead of a loose set of projects.

Capacity Planner tracks utilization, flags allocation conflicts, and models staffing scenarios using live work data. It helps resource managers see over-assignment and skills gaps before delivery slips.

Executive Reporter turns portfolio data into board briefs, QBRs, stakeholder updates, and decision logs. It gives leadership a cleaner narrative without the manual work of assembling reports.

Marketing AI Teammates

Content Strategist helps content teams manage work from ideation through publication and performance review. It keeps editorial calendars organized and connects content planning to measurable gaps and outcomes.

Campaign Analyst turns campaign metrics, budget actuals, and attribution signals into clear reporting for leadership. It helps teams understand what is working, where spend is shifting, and which trends deserve attention.

Campaign Coordinator coordinates briefs, timelines, budgets, and cross-channel execution for integrated campaigns. It helps teams keep campaign work aligned to goals while staying ahead of schedule and status risks.

Launch Coordinator manages readiness for events and launches with a strong focus on vendors, milestones, budgets, and fixed go-live dates. It helps cross-functional teams spot dependencies early and keep launch work on one shared timeline.

Creative Ops Manager manages creative workflow from approved brief to final asset delivery. It centralizes feedback, balances workload, and keeps handoffs moving so production work does not stall.

IT AI Teammates

Agile Coordinator supports Agile teams by handling backlog, standups, retrospectives, velocity tracking, and release notes. It reduces process overhead so delivery teams can spend less time maintaining sprint artifacts.

Onboarding Coordinator orchestrates onboarding and offboarding across provisioning, access, day-one readiness, and status updates. It helps teams catch missing setup work before a start date or departure creates risk.

IT Request Agent manages ticket intake, triage, routing, SLA monitoring, and root cause analysis for IT queues. It helps teams keep service work moving and turn repeated issues into documented knowledge.

Compliance Manager manages the compliance lifecycle through controls monitoring, evidence collection, policy documentation, and training tracking. It helps teams stay audit ready continuously instead of reacting only at review time.

CIO Strategic Advisor connects IT delivery to business outcomes through executive briefings, dashboards, roadmaps, and budget analysis. It helps the CIO office translate day-to-day delivery signals into strategic decisions.

Professional services AI Teammates

Creative Producer turns briefs and statements of work into assignable tasks, action items, and client-facing updates. It helps client teams move revision work forward without relying on manual routing.

Operations Coordinator supports back-office delivery operations across resource planning, billing preparation, onboarding coordination, and budget monitoring. It helps services teams keep operational follow-through aligned with what was sold.

Executive Advisor gives services leaders a single view of profitability, capacity, and retention risk. It helps leadership act faster on account health, margin pressure, and resourcing needs.

Account Advisor automates CRM-to-project handoffs, drafts portal updates, and monitors client sentiment and budgets. It preserves client context as work moves from sales into delivery.

Manufacturing AI Teammates

Kaizen Coordinator supports continuous improvement with root cause analysis, 8D reporting, and 5S follow-through. It helps teams capture lessons learned and turn them into reusable operating knowledge.

NPI Assistant supports new product introduction with gate tasks, workback schedules, and status reporting across cross-functional teams. It helps program managers keep stage-gate work moving and prevent follow-up tasks from slipping between phases.

Quality Coordinator triages manufacturing issues, escalates line stops, and routes returns and change-related follow-through. It helps teams separate urgent problems from slower workflows and move issues toward resolution faster.

Maintenance Assistant monitors scheduled maintenance, drafts service records, and flags overdue work and downtime risk. It helps facilities teams keep both execution and documentation organized.

Retail AI Teammates

Launch Partner supports seasonal campaigns and collection launches for direct-to-consumer and multi-channel teams. It helps operators structure timelines, draft channel communications, and monitor fixed go-live readiness.

Creative Coordinator supports retail teams managing creative production around immovable launch windows. It focuses on approval routing, multi-location coordination, and in-store asset tracking for seasonal work.

Product Copywriter turns product specs and brand voice into channel-ready listings and structured export files. It helps retail teams create publishable content for multiple ecommerce and marketplace destinations.

Healthcare AI Teammates

Clinical Coordinator helps practitioners manage professional development tracking, draft clinical letters and reports, and find referral resources. It is designed to support follow-through and documentation without stepping beyond operational assistance.

Practice Administrator Manager helps practice managers monitor credentials, verify documents, forecast compliance deadlines, and prepare reporting. It gives operations teams a clearer view of readiness across staff and records.

 

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AI Teammates Templates | Asana Help Center