Salesforce AppExchangeThe World’s First AI Agent for Project Management and Time Tracking
PK4 Agentforce AI Agents
Get ready to boost productivity by 60% and free your team from time-wasting admin work!
PK4 Agentforce AI Features
Get every project detail, create tasks, and log time— all through chat!
PK4 Agentforce AI is the ultimate productivity companion for Project Managers and Teams, combining powerful AI-driven project management and automated time tracking—all inside Salesforce. Here’s what makes it a game-changer:
Project Manager
Project Tracking Made Easy
Project managers often struggle with scattered tools, manual time tracking, and poor visibility into task progress. These challenges lead to project delays, missed deadlines, and budget overruns. PK4 AI AgentForce streamlines project management and time tracking within Salesforce, enabling teams to log time, update tasks, and track progress instantly through AI-powered chat prompts—keeping projects on time and within budget.
Task and Time Management:
"Create a task: Code Review for Sprint 6 under Project: Mobile App Launch"
"Log 3 hours for Sprint Planning under Project: Website Redesign"
Project Progress Tracking:
"Show progress for Project: Q2 Marketing Campaign"
"List overdue tasks for Project: Product Launch"
Resource and Team Management:
"Show total hours logged by the development team this week"
"List team members with pending tasks for Sprint 4"
- Instant updates on project progress and team performance.
- Seamless logging for precise billing and payroll.
- AI-powered task management reduces manual work and speeds up delivery.
Consulting, Legal, Accounting
AI-Powered Time and Project Tracking for Professional Services
Managing time, projects, and client tasks can get messy—leading to billing errors, lost revenue, and project delays. With PK4 AI AgentForce, consultants log hours, update project status, and track client meetings instantly using simple AI chat prompts in Salesforce.
Time Tracking for Client Work
“Log 3 hours for client presentation with ABC Corp.”
Project Status Updates
“Update Project Alpha to 75% complete.”
Client Meeting Notes
'Log meeting with XYZ Ltd: Discussed Q2 marketing strategy.'
Task Assignments
“Assign market research to John for Project Beta, due Friday.”
Expense Logging
“Log $150 for client dinner under Project Delta.”
Issue Reporting
“Report issue: Client ABC experiencing login errors on portal.”
Requesting Approvals
“Request approval from Sarah for Project Beta deliverable.”
Accessing Project Insights
“Show current budget spend for Project Gamma.”
Submit Weekly Timesheet
“Submit my timesheet for this week.”
Approve Timesheets
“Approve John’s timesheet for this week.”
- AI prompts automate time tracking, task assignments, approvals, and expense logging—saving time and reducing manual errors.
- Real-time project updates, timesheet summaries, and budget insights empower managers to make quick, data-driven decisions.
- Accurate time tracking, billable hour logging, and expense reporting ensure precise billing and better cost control.
Construction & Engineering
Real Time Construction Progress with AI-Powered Prompts
Inefficient time tracking, delayed progress updates, poor equipment usage records, and slow incident reporting create project delays, cost overruns, and compliance risks. With PK4 AI AgentForce, teams log hours, update project status, track equipment usage, and report incidents instantly via AI-powered chat prompts in Salesforce.
Time Tracking for Site Workers
“Log 6 hours for foundation work on Project Sunrise.”
Project Progress Updates
"Update Project Skyline status to 75% complete."
Equipment Usage Tracking
"Record 4 hours of crane usage on Tower B construction"
Safety Incident Reporting
“Report a safety incident on Site A: minor injury, first aid administered.”
Material Delivery Records
“Log delivery of 20 tons of cement to Project Greenfield.”
Clear Task Assignments
"Assign bricklaying to John on Project Oasis for today."
Overtime Approval Process
“Request overtime approval for Alex, 2 hours on Project Horizon.”
Daily Site Logs
“Log 15 workers on-site from 8 AM to 5 PM for Project Sunrise.”
Real-Time Budget Monitoring
“Show current spend on Project Horizon.”
- Real-time logging of labor hours, equipment usage, and material deliveries reduces delays and keeps projects on track.
- Instant incident reporting and daily site logs ensure quick responses and maintain regulatory compliance.
- Real-time budget tracking, accurate timesheets, and equipment usage logs help prevent cost overruns and optimize resource allocation.
Healthcare & Life Sciences
Smarter Care, Better Tracking with AI-Driven Time and Project Management
Healthcare providers struggle with manual time tracking and task management, leading to missed billable hours and poor visibility into patient care projects. PK4 AI AgentForce integrates project management and time tracking into Salesforce, enabling healthcare workers to log time and manage tasks via simple AI chat prompts, while managers track progress and resource utilization in real time.
Patient Care Management:
"Log 3 hours for Patient Care under Project: Oncology Ward"
"Create a task: Follow-up visit for John Doe under Cardiology Project"
Clinical Research Projects:
"Log 2 hours for Research Analysis under Project: COVID-19 Vaccine Trial"
"Show progress for Project: Cancer Research Study"
Healthcare Staff Training:
"Log 1.5 hours under Project: Staff Training for CPR Certification"
"List pending tasks under Project: Annual Compliance Training"
Hospital Operations & Compliance:
"Log 2 hours under Project: Safety Audit for ICU Ward"
"Show time spent on Project: HIPAA Compliance Training"
Telehealth Services:
"Log 45 minutes for Telehealth Consultation with Jane Smith"
"Show total hours logged for Telehealth Services this week"
- Accurate time logs for patient billing and audits.
- Real-time project tracking for healthcare initiatives.
- Compliance-ready time logs for audits and regulatory reporting
Technology & Software Development
Sprint Tracking and Automated Time Entries for Developers
Developers can log time directly via chat, and managers can instantly track sprint progress without leaving their workflow. Managers can instantly view sprint progress without manual updates.
For Developers – Log Time Easily:
"Log 4 hours under Sprint 5 for Bug Fixing Task"
"Add 2.5 hours for Sprint 5, Task: API Integration"
For Managers – Check Sprint Progress Instantly:
"Show Sprint 5 progress and completed tasks"
"List pending tasks for Sprint 5"
- No more switching between tools—log and track via chat.
- Managers get instant updates on sprint status.
- Precise logs for billing, payroll, or client reporting.
Banking, Insurance, Investment Firms
Case Management and Time Tracking Banking & Investment Firms
Banking and investment firms struggle with project management and billable hour tracking due to manual processes and scattered tools. Advisors often miss logging time, and managers lack real-time visibility—causing billing errors and compliance risks. PK4 AI AgentForce simplifies this by enabling time tracking and project management directly in Salesforce through AI-powered chat prompts. Advisors log time instantly, while managers monitor progress and productivity in real time—ensuring accurate billing, compliance, and smarter decisions.
For Advisors – Log Time & Manage Tasks Effortlessly:
"Create a task: Client Portfolio Review under Project: Smith Investments"
"Log 2 hours for Portfolio Review under Smith Investments"
"Add 1.5 hours under Project: Q1 Compliance for Audit Preparation"
For Managers – Get Real-Time Project Insights:
"Show progress for Smith Investments project"
"List pending tasks under Q1 Compliance Project"
"Total billable hours for Client: Smith Investments this month"
"Compare time spent on active client projects"
- Accurate billing and audit-ready records.
- Increased productivity with AI-powered logging.
PK4 Agentforce Integration Guide
How to Install PK4 Agentforce AI into Salesforce ?
After installing PK4 Agentforce AI from Salesforce AppExchange, please get in touch with our team to complete the setup and customize the AI agent for your workflows. Email us at info@pk4.tech, and our experts will assist you with configuration, integration, and team training to ensure a smooth onboarding experience.
PK4 Agentforce AI is the world’s first AI Agent for Project Management and Time Tracking, built natively on Salesforce. It allows teams to manage projects, create tasks, log time, and get real-time updates—all through chat.
The AI automates repetitive tasks, provides real-time project insights, and allows teams to log time and manage projects via chat—boosting productivity by up to 60%.
PK4 Agentforce AI is ideal for Project Managers, Teams, and CTOs in industries like Professional Services, Technology, Construction, Healthcare, Finance, and Retail.
You can install PK4 Agentforce AI from the Salesforce AppExchange. Once installed, please contact our support team at info@pk4.tech for configuration and team onboarding.
Yes, PK4 Agentforce AI is built 100% on Salesforce, integrating seamlessly with Salesforce CRM, Service Cloud, and PK4 TimeTracker.
The basic installation can be completed in under 30 minutes. Full customization and workflow integration typically take 4 business days, depending on your needs.
You can:
- Create tasks: “PK4, assign John to the Onboarding task due Friday.”
- Log time: “PK4, log 3 hours under Project Alpha for today.”
- Get project updates: “PK4, show me Project Beta’s status.”
- Generate reports: “PK4, create a timesheet report for this week.”
Yes! PK4 Agentforce AI automatically tracks time based on project activity and user prompts. It can also send reminders for timesheet completion.
PK4 Agentforce AI uses machine learning and interaction data to improve its recommendations. It also receives regular updates with new features and enhancements.
Yes, PK4 Agentforce AI is built on Salesforce’s secure cloud infrastructure, ensuring enterprise-grade security and data privacy.
Yes, all time logs and project activities are audit-ready, meeting industry compliance standards.
Yes! We offer a 14-day free trial so you can experience PK4 Agentforce AI’s capabilities firsthand.
Ready to Experience the Power of PK4 Agentforce AI?
Get every project detail, automate tasks, and track time—all through chat! Boost your team’s productivity by 60% with the world’s first AI Agent for Project Management and Time Tracking.