Won deal to project kickoff

For: Project managers and delivery leads

After the deal closes, someone re-types the scope into the backlog, sets up the workspace and chat, and loses the estimates on the way.

Triggerthe deal is marked Won in the CRM. Ask the agent to prepare the kickoff from the signed version of project <uuid>.

No setup beyond the connection. Describe the goal to any MCP client connected to Apropo and it picks the methods below.

Human decision
Confirm the signed scope

The agent shows which structure version it will use. The project manager confirms it is the signed one.

apropo_list_project_structures apropo_get_project_structure_detailsHubSpotPipedrive
Read scope and hours

It reads the tree and the hours for every module, feature and task.

apropo_get_project_structure_tree apropo_get_project_hours_report
Create the backlog

It creates an epic per module and a story per feature, with the estimated hours, in your tracker.

JiraAsanaClickUpLinear
Set up the space

It creates the project page and a team channel, and posts the links to the estimate.

apropo_get_project_sharelinkNotionSlackMicrosoft Teams
Human decision
Pick the team

It lists who is available. The project manager chooses, and the agent adds them.

apropo_list_project_team_candidates apropo_add_project_team_member
Start the project

It moves the project to in progress and tags it.

apropo_update_project_status apropo_list_labels apropo_add_project_label

Delivery starts from the same numbers that were sold, with the backlog, the space and the team ready on day one.

A person confirms the signed version and chooses the team.
Hours in the backlog come from the signed version, so planned and actual can be compared later.

HubSpot, Pipedrive, Jira, Asana, ClickUp, Linear, Notion, Slack, Microsoft Teams

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