Generate executive reporting across portfolios and projects
See this play in action
Stop spending hours stitching together project updates and manually creating executive reports. With this Airtable app, you can instantly transform unstructured documents into strategic project summaries and structured trackers. Get real-time visibility across all your projects, programs, and portfolios. Highlight key wins, surface blockers, flag risks before they derail strategic goals, and deliver leadership-ready reports in seconds—so executives can see what’s working and where to focus next.
Unlock five ways AI can transform your portfolio management today
1. Generate automated project summaries: Instantly synthesize project updates and milestones from unstructured documents, saving time and ensuring consistent, actionable insights.
2. Build structured tracking from any document: Transform briefs and status reports into organized project trackers, auto-extracting owners, deadlines, and dependencies for seamless management.
3. Rollup to program and portfolio summaries: Aggregate project data across teams and initiatives, providing real-time, high-level overviews for program and portfolio leaders.
4. Deliver executive reporting at scale: Auto-generate executive dashboards and visualizations, delivering concise, tailored summaries for leadership decision-making.
5. Highlight execution risks automatically: Use AI to analyze dependencies and resource allocation, flagging potential delays and bottlenecks to proactively manage project risks.
Ready to get started? Your step-by-step guide
Cut setup time from weeks to minutes. Grab the template below, then follow our walkthrough to quickly tailor these proven AI workflows to your business.
Unlock five ways AI can transform your portfolio management today
Expert tips for using AI in portfolio management
1. Connect to your existing tools
Sync your project data by integrating Airtable with tools like Jira and Google Drive to ensure you’re always working with the most up-to-date information. Then connect communication platforms like Slack and Gmail to automatically send status updates, milestone alerts, and risk flags—keeping stakeholders informed in real time.
2. Customize AI tracking fields for your workflow
Tailor AI-generated project trackers to capture exactly what matters for your portfolio—like owners, KPIs, or cross-project dependencies. The more context you give the AI, the smarter and more aligned your dashboards will be.
3. Automate executive-ready reports on a schedule
Set up recurring rollups so leadership always has the latest insights. With automated portfolio summaries and visual dashboards, you can instantly deliver real-time overviews.
Why Airtable?
Airtable’s AI-native app platform transforms your data into custom interfaces, automations, and agents. Instantly build tailored business apps through natural conversation with Omni, your expert AI builder. Deploy a team of dynamic AI agents that analyze data and orchestrate actions across your entire operation.
Iterate and edit at the pace of your changing business. It’s as simple as point, click and chat. No technical expertise required.
Try Airtable for free or explore more real-world AI plays.
Unlock five ways AI can transform your portfolio management today
FAQs
AI in project portfolio management works by turning unstructured project documents into strategic summaries and structured trackers. It automatically extracts key milestones, risks, and outcomes, then rolls up data across teams into program- and portfolio-level insights. With AI, you can generate leadership-ready dashboards in seconds and flag cross-project dependencies or resource bottlenecks to keep everything aligned and on track.
Similar to AI in project management, AI streamlines portfolio management by eliminating manual work and accelerating insights. It automatically generates project summaries, extracts key milestones and risks from unstructured documents, and rolls up data into program- and portfolio-level overviews. This gives leaders real-time visibility across initiatives, highlights potential bottlenecks, and delivers tailored, executive-ready dashboards in seconds—so teams can focus on execution and strategy instead of building reports.
Airtable Field Agents are embedded AI-powered web researchers, document analysts, and content creators that automatically retrieve, and generate data in your app. Field Agents are dynamic. They perform workflow tasks at scale across thousands of records that would otherwise require external tools or tedious manual entry. Field Agents don't just connect to your operations; they live inside them as a true operational system.
Truly transformative building requires a deep understanding of your business and the way you work. Omni is your Airtable expert and sidekick who seamlessly integrates with your data, information, and insights to help you build sophisticated workflows in minutes, not months.
Explore related AI Plays
Predict and resolve project risks
Leverage AI to scan project communications and instantly surface risks and red flags—so you can prevent compliance issues.
Auto-generate executive briefings
Turn real-time data into executive-ready summaries and deliver insights that drive faster, smarter, and more strategic decisions.