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Productive logo ProductiveCRM and pipeline software

AI automation inside Productive.

Keep Productive. We put AI to work inside it, filing, chasing and drafting alongside the rest of your stack.

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Live in 1 to 4 weeks.
Works alongside
Scoro logoScoroNotion logoNotionExcel logoExcelHubSpot logoHubSpotOutlook logoOutlookMicrosoft Teams logoMicrosoft Teams
Product in action

One email in. Filed, tasked and answered.

AI automation for Productive means reviewed AI agents working inside Productive: filing documents to the right client, raising the task and drafting the reply. It works through Productive's own Projects, Budgets and Time entries. Your data stays in Productive.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through Productive and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Project health and budget exception summaries✓
Resourcing conflict alerts across active work✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
ProductiveDone
OutlookDone
ScoroConnected
NotionConnected
ExcelConnected
HubSpotConnected
Explore connected software
First workflows

First workflows worth automating in Productive.

Each one has a trigger inside Productive, a reviewed AI step, and a person on the approval.

  • 01 Project health and budget exception summaries
  • 02 Resourcing conflict alerts across active work
  • 03 Client status update drafts from project activity
  • 04 Timesheet and missing-time follow-up preparation
  • 05 Sales-to-delivery handover briefs after deal close
Product-specific AI

AI workflows that speak Productive's language.

A delivery lead can receive a brief of project budget, actual time, capacity and open client actions, then approve a status update prepared from the source records.

Access first

Each Productive API request needs a personal X-Auth-Token and organisation ID. Token permissions must match the records and actions in the proposed workflow. Check the official integration documentation.

Productive modules we work inside
ProjectsBudgetsTime entriesResourcingX-Auth-Token
Often paired with

Software we build Productive workflows alongside.

Scoro logoScoro AI automationNotion logoNotion AI automationExcel logoExcel AI automationHubSpot logoHubSpot AI automationAsana logoAsana AI automation
Where to next

Productive sits at the centre of crm and pipeline teams.

Industry

AI automation for professional services firms

The full crm and pipeline stack we work alongside.

 Service

AI integration services

Wire it into the rest of the stack.

Service

AI implementation services

Scope, build, test, hand over.

Service

AI workflow audit

Work out what to automate first.

Service

AI automation services

Admin, follow-up, reporting, documents.

Service

AI consulting services

Turn a vague AI mandate into a plan.
Common questions

Productive AI automation, answered.

Can AI handle project health and budget exception summaries in Productive?
Yes - this is one of the first Productive workflows Horizon AI builds. An AI agent watches for the trigger inside Productive, drafts the project health and budget exception summaries, and routes it to a person for a quick review before anything is sent or posted. You keep the approval; the agent removes the manual time.
Does the AI work with Productive features like Projects and Budgets?
It works alongside them. Horizon AI builds against Productive's own capabilities - Projects, Budgets, Time entries, Resourcing - rather than replacing them, so the AI layer reads and writes through the same features your team already uses. Exact depth depends on your subscription tier and user roles.
Can Horizon AI integrate with Productive?
Each Productive API request needs a personal X-Auth-Token and organisation ID. Token permissions must match the records and actions in the proposed workflow.
Does Horizon AI replace Productive?
No. Productive stays as your system of record. Horizon AI layers reviewed AI workflows on top so your team spends less time on repetitive admin while the data continues to live inside Productive.
Which crm and pipeline workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call covers this in detail and maps it to ai automation for professional services firms patterns we have built before.
The audit costs nothing

Put AI to work inside Productive.

Tell us the Productive job you would rather not do yourself.

Book free AI audit
30 min with our Director. No sales rep, no follow-up.