AI project manager for small teams
Say it in the chat.Lucy gets it done.
“My job is to make sure nothing falls through for lack of an owner, a date, or a follow-up.”
LucyHear her introduce herself
Read what she says
“Nine p.m. Someone in the group asks: “Who was supposed to call the sponsor?” Silence. Nobody knows. Sound familiar? Hi, I'm Lucy, and I live in your team's group chat. My job is to make sure nothing falls through for lack of an owner, a date, or a follow-up. You say it in the group. I create the task, with an owner and a date, and I follow up until it's done. Your team keeps chatting like always. I make things happen. With the volunteer team I work with, I created over a hundred tasks in two weeks. Try me for a month. If less than half your team uses me in three weeks, you don't pay. Apply for your spot below.”
Add her to your team's group chat. She turns what you agree on into tasks with an owner and a date. Then she follows up with each person until it's done.
- No training
- Nothing to install
- Teams of 3 to 20
- Reply within 48 hours
Working today with the volunteer board of Casa TechMex 2026 · Austin, TX
Gala Committee 2026
Ana, Luis, Marta, you, Lucy
How it works
You talk like you always do. Lucy handles the follow-up.
Say it
Mention @Lucy in the group, or message her directly. She only replies when someone mentions her. Text or voice note, in English or Spanish.
She does it
The task goes into Trello with an owner and a date. The invite goes out. The draft is in Drive. She replies in seconds and tells you what she did.
She follows up
Every morning, each person gets their own list. Every evening, the group gets a recap. Lucy sends the reminders, so nobody has to chase anybody.
Anything sensitive waits for your OK: deleting, publishing, or emailing your list.
Who it's for
For people who give their time to a cause, on top of a full-time job.
Everyone on the team has a different schedule. Lucy works around all of them.
The lunch-break helper
Helps out from his phone at lunch. Has ten minutes, tops.
He sends a voice note. Lucy turns it into a task.
The one with two jobs
Checks in on the way from one shift to the next.
Her list is already waiting. Only her tasks, nothing else.
The sponsor lead
Works on sponsors after putting the kids to bed.
The draft emails are ready. She reviews them and hits send.
Nobody has to be online at the same time. Lucy keeps everyone on the same page.
Composite portraits, not real people.
The pattern
Every committee has the same meeting twice.
Once to agree on things. And again, two weeks later, to find out nobody did them.
Meanwhile, a sponsor waits for an answer. And the team gets tired.
01Agreed in the meeting.
02Lost in the group chat.
03Remembered the night before.
04And the work lands on whoever has the least time to spare.
Your team cares. But follow-up is nobody's job. Now it's Lucy's.
Her name
Why she's called Lucy
Last year, Casa TechMex had Lucy, a PMP-certified project manager. She made sure everything went according to plan.
The team didn't lack commitment. It lacked time. Everyone had a job, a family, other projects. Lucy kept things from falling through.
This year, Lucy couldn't take part in organizing the event. And nobody on the team had time to cover that role.
That's how LucyPM was born: to do what nobody else had time to do.
Already have a project manager? LucyPM becomes their right hand.
And yes, the name is for her.
Her L became our check mark: from Lucy to done.
A day with Lucy
The meeting ends. Lucy starts following up.
An example day, built from real moments at Casa TechMex. Times are set with your team.
Casa TechMexmarks a real moment
8:00 AM
Everyone gets their own list.
A private message to each person, with just their tasks for today.
9:00 AMCasa TechMex
The meeting starts with an agenda.
Lucy sent it to the group the night before: what got done, what's stuck, what to decide.
9:20 AMCasa TechMex
“Lucy, add that task for me.”
Someone says it out loud during the meeting. Afterward, it's a task in Trello and a line in the minutes.
10:30 AM
Chat turns into tasks.
Someone writes “@Lucy I'll handle the venue.” It becomes a task with an owner and a date.
12:40 PMCasa TechMex
An idea on a walk becomes a task.
Someone gets an idea while out walking. One voice note to Lucy, and it's a task with a date.
4:00 PM
The next meeting, booked.
A calendar invite with a Google Meet link and the agenda attached.
6:30 PM
The day, recapped.
What moved, what's stuck, who needs a hand. One message to the group.
Anything you'd ask a project manager, ask Lucy.
Your team messages her like any teammate. She does the work in the tools you already use. Then she tells you it's done.
Things teams send her
- Turn today's minutes into tasks
- Book the sponsor call for Thursday
- Remind Luis about the caterer quote
- Research this sponsor before we call
- What's still open for the gala?
- Make Friday's Instagram post
- Find three venues near downtown, with sources
- Send me the newsletter test
Tasks with an owner and a date
She creates, assigns, moves and closes Trello cards. The owner is on the card, not in a message nobody rereads.
Meetings, booked
Calendar invites with a Google Meet link and the agenda attached.
Minutes that turn into tasks
Every agreement from the meeting becomes a task with an owner.
via Esbozo
Posts with your brand
She makes each post from your brand templates. She fills in the template. She never makes up the design. Once you approve it, she schedules it on Instagram and LinkedIn.
- Waits for your OK
Newsletters wait for you
She drafts it in Brevo and sends you a test. Nothing goes to your list without your OK.
Hand her the heavy research
She comes back with results and sources, ready before the meeting.
The meeting agenda
The night before your weekly meeting, she sends the recap and the agenda.
Documents, drafted and shared
Letters, lists and summaries in Google Docs, Sheets and Drive.
Voice notes
Send a voice note. She gets it.
Speaks your team's language
English, Spanish, or both in the same chat.
Roles and accountability
Every task has an owner. Every person knows their role.
Lucy follows your team's structure. She doesn't replace it.
No owner?
It goes to the “No owner” list. Lucy flags it in the daily recap.
Two levels, set by you
Leadership
Creates and assigns tasks. Sees money, sponsors and people topics.
Team
Moves and closes their own tasks. Asks Lucy for anything.
Who does what (RASCI)
Responsible. The task owner. One name per task.
Accountable. Leadership. They approve and decide.
Support. Lucy: reminders, drafts, research, follow-up.
Consulted. Lucy asks the right person before acting.
Informed. The whole team, through the daily recap.
Conflicts between leaders go to the person in charge. So do changes to dates, venue or budget.
Pilot in progress · 12 days in
A volunteer board with no project lead. Lucy took that role.
Casa TechMex 2026 is a tech conference in Austin. A volunteer board runs it. Everyone had too much on their plate. Nobody had time to follow up. On September 21, 2026, LucyPM joined the organizing team.
Inventa works with Casa TechMex and is part of its volunteer team.
6/6
people on the team used her with no training
121
tasks she created in Trello for the team
7 of 12
days when the team, not Inventa, sent most of the requests
931
contacts got a real newsletter. It went out only after a double confirmation.
< 10 s
her typical reply time, on 10 of 12 days
From the pilot · Day 3
One board member ran her whole workload through Lucy: 59 requests in a single day. Over a dozen tasks created and closed. Nobody had to coordinate her.
How Lucy helps Casa TechMex, area by area
techmexaustin.orgSponsors
She researches each sponsor before the first contact. She drafts branded emails for the team to send.
Speakers
She tracks every speaker application, from received to confirmed.
Press
She keeps the press kit organized in Drive, ready to share.
Social media
A post every day, including posts with partners.
Newsletter
931 contacts. It goes out only after a double confirmation.
Meetings
Every meeting ends in minutes. The minutes turn into tasks.
Figures from Sep 21 to Oct 2, 2026, measured on real use. One team. Pilot in progress.
The Lucy Rules
Built so the sensitive stuff always waits for you.
The rules that matter aren't instructions she might forget. They're built into the system.
What Lucy does on her own
- Creates, assigns and closes tasks
- Books meetings and sends invites
- Drafts and shares documents with the team
- Sends reminders and daily recaps
What waits for your OK
- Deleting anything
- Publishing to social media
- Emailing your list
- Contacting anyone outside the team
- Sharing files outside the team
i.
Only your team
She only takes requests from the people you register. Never from strangers.
ii.
Forwarded orders don't count
At Casa TechMex, a message came in pretending to be a board member. She didn't act on it. She checked with him directly.
iii.
Her own identity
Her own Trello user, calendar and email. Every action is logged under her name.
iv.
A record of her edits
Every change she makes in Google Docs, Sheets and Drive is logged. The old version is kept, so it can be undone. And she always says she's an AI.
Made for small teams that run on group chat.
- Boards & associations
- Chambers of commerce
- Event committees
- Volunteer teams
- Nonprofits
- Community organizations
Usually 3 to 20 people. Nobody has follow-up as their full-time job.
Works today with
- Trello
- Google Calendar
- Google Docs
- Google Sheets
- Google Drive
- Brevo (newsletters)
- Esbozo (social posts)
On Asana, Notion, Monday or Slack? Tell us in your application. What teams ask for most is what we connect next.
Works best when…
- your team already coordinates by chat
- there's more to do than time to do it
- nobody has follow-up as their job
It also helps small teams that run projects full time.
First teams · launch pricing
From application to Lucy at work in about a week.
1
Apply
Two minutes. Tell us about your team and what eats up your time.
2
30-minute call
We go over your people, your tools and the rules Lucy must follow.
3
We set her up
Your team, your brand, your rules. We test it all in your accounts before she meets anyone.
4
She works, we stay close
Your team works with her from day one. We check her work and tune her every week.
What first teams get
- 30 days with your whole team
- Setup, onboarding and weekly tuning included
- A flat monthly price per team, not per person
- Launch pricing, locked for 12 months
- No long-term contract
Our promise
We check on day 21. If under half your team asked Lucy for anything, your first month is free.
We onboard a few teams at a time, so we can do it right.
3 spots · applications open through November 30, 2026
Questions teams ask us
Do we need to install anything?
No. Lucy lives in your team's chat. Message her directly or mention her in your group, like any teammate.
Does it work with iMessage or other chats?
Today it works on WhatsApp. If your team uses another chat, tell us in your application.
Is Lucy a real person?
No. LucyPM is an AI, and she always says so. She's named after a real project manager.
Does she read every message in our group?
She reads the group's messages, so she knows what was agreed. She only replies when someone mentions her. We introduce her to your group, so everyone knows she's there.
How does she join our group?
Through a WhatsApp number run by Inventa. You add it to your group like any contact. Your team can also message her directly.
Can she take our meeting minutes?
Yes. During setup, we agree on how your meetings reach her: a recording or the notes. She writes the minutes and turns each agreement into a task.
Does she post on our social media?
Only with your OK. She makes posts from your brand templates. Once you approve, she schedules them on Instagram and LinkedIn through Esbozo.
Do we need Trello or Google Workspace?
Not today. If your team only uses chat, we set up a simple task board for you. Your team never has to open it. Lucy keeps it up to date.
What if she gets something wrong?
Anything you can't undo waits for your approval: deleting, publishing, emailing your list. Every change is logged. In your first 30 days, our team checks her work every day.
Who can see our information?
Your team, and the small Inventa team that sets her up and checks her work. Our AI provider processes your messages to write her replies. Each organization gets its own Lucy, in its own space. She only reaches the tools you connect.
Is our data used to train AI?
Inventa doesn't use your data to train AI models. Your files stay in your own accounts. If you stop using Lucy, we delete your team's Lucy workspace if you ask.
How much does it cost?
A flat monthly price per team. It depends on team size and the tools to connect. First teams get launch pricing. We share it on the call, with no commitment.
What happens after the first 30 days?
If it works, you keep Lucy at your launch price, locked for 12 months. If it doesn't, you walk away. There's no contract.
Who's behind LucyPM?
Inventa AI Solutions, an AI company in Austin, Texas. We work in English and Spanish.
First teams · 3 spots · open through Nov 30
Give your team a project manager.
Apply in two minutes. You'll hear back within 48 hours.
- No commitment, no long-term contract
- Reply within 48 hours
- Your files stay in your accounts
- Lucy says she's an AI, always