Start from a proven template and extend it to fit a new client's documents.
For: Teams with repeatable project types
Teams keep good templates, but adapting one to a new set of requirements still means copying and re-typing.
Run the MCP prompt workflow_create_project_from_template, or just describe the goal: an agent can load the same steps with apropo_get_workflow.
The agent lists workspaces and searches templates. If the template does not exist it stops instead of guessing.
It creates the project as a copy of the template.
You choose: Strategy B (default) adds new scope next to the template without duplicates. Strategy A replaces the copied structure and needs your explicit confirmation.
It reads the final tree, checks that every required node exists and returns the links.
A project that keeps the template's proven estimates and adds only the scope that is new.
Book a demo and we will run this workflow live with your tools, with a person approving every step that matters.