AI Skills and Prompts [setup guide]
Workmate Plugin | Dashboard Prompts | Resources
Workmate Plugin
Workmate is a Claude Code plugin that turns Workamajig into something you can have a conversation with. Instead of clicking through aging reports, project lists, or activity logs to assemble a picture, you describe what you want in plain language and Workmate pulls the live data, synthesizes it, and either hands you the answer or drafts the action.
It's not a replacement for Workamajig. Everything still lives in your tenant — Workmate is just a new way to reach it. Records you create through Workmate land in Workamajig like any other record, with the same audit trail, the same triggers, and the same downstream integrations. Records you read are subject to the same GL Company access, project assignments, and feature rights you already have. If you can't see it in the Workamajig UI, Workmate can't show it to you either.
Under the hood, Workmate is 44 skills — focused conversational recipes that know which Workamajig data to pull, how to interpret it, and what to do next. They're organized around the things agency operators actually ask in a day: how's cash, who owes us, what's slipping, what did we talk to this client about, who's free next week, what should I do first.
Installing the Plugin
NOTE: You must have your MCP connection completed before continuing
Go to Customize->click the plus sign next to personal plugins->create plugin->add marketplace
Click on Add from a repository
Click in to the URL field
In the dropdown that appears, Copy in this URL:
https://github.com/workamajig/workmate-marketplace
Click Sync
The Workmate personal plugin will show
Click the plus sign in the Workmate plug-in box.
It is now installed
Click the settings icon that now appears in the Workmate plugin box, and it will list the 44 (at the time of publishing this guide) skills that the plugin offers.
One more important step!
Go to New Chat and type in Workmate Onboard
This will walk you through setting up your agency profile.
Dashboard Prompts
Each one names the chart type explicitly (the model produces better graphs when you tell it the form) and ties to specific underlying tools.
TIPS
Tips to get better visuals from any of these:
- Add "render as an interactive HTML artifact with Chart.js" (or your preferred lib) if you want charts you can hover and filter, not static images.
- Add "use a consistent brand palette" and name your colors — the model keeps charts visually coherent across a multi-chart response.
- Add "use a consistent RAG palette (green/amber/red)" — users read color as status, so keep it semantic, not decorative.
- Add "and give me the top 3 actions and who I need to chase" so every chart ends in a next step, not just a picture.
To reliably get the colorful output, lead with a visual verb ("show me," "visualize," "chart," "graph as a…") and name the chart type (heatmap, Gantt, stacked bar, status board) — that's what pushes the response toward a rendered graphic instead of a table.
PM
Here are 10 example prompts tuned for a project manager focused on schedule, resourcing, budget burn, and delivery risk.
1. Portfolio health — RAG status grid
"Pull a summary of all my active projects. Build a status heatmap / RAG grid where each project is a tile colored green/amber/red on three axes: schedule, budget, and scope. Sort worst-first and give me the 3 projects that need attention today."
Tools: get_project_summary, get_projects_behind_schedule, get_projects_over_budget
2. Schedule slip — Gantt with variance
"Get the schedule details for [project]. Render a Gantt chart of phases/tasks with planned vs. actual bars, color overdue tasks red and at-risk tasks amber. Call out the critical-path tasks that are slipping and the new projected end date."
Tools: get_schedule_details, get_projects_behind_schedule
3. Budget burn-up vs. plan
"Pull budget and time data for [project]. Build a burn-up line chart: planned spend vs. actual spend over time, with a projected trend line to completion. Shade the overrun zone red. Tell me the estimate-at-completion and % over/under."
Tools: get_project_summary, get_time_entries, get_projects_over_budget
4. Team capacity & overallocation
"Get resource availability for my team over the next 4 weeks. Show a stacked bar per person of allocated vs. available hours, color anyone over 100% in red. List who's overbooked and who has open capacity to absorb work."
Tools: get_resource_availability, get_assignments
5. Workload distribution — who's on what
"Pull current assignments across my projects. Build a treemap where each block is a person sized by assigned hours and colored by project. Flag anyone carrying work on more than 4 projects (context-switching risk)."
Tools: get_assignments, get_resource_availability
6. Time tracking vs. estimate by task
"Get time entries for [project]. Show a horizontal bar chart of estimated vs. actual hours per task, color tasks over estimate red. Surface the top 5 tasks burning the most beyond plan."
Tools: get_time_entries, get_schedule_details
7. Approvals & bottleneck aging
"Pull everything waiting on approval. Build a bar chart of pending items grouped by type and age (color-graded by how long they've been stuck). Tell me which approvals are blocking active work and who owns them."
Tools: get_items_to_approve, get_action_log
8. Milestone timeline & upcoming deadlines
"Get calendar events and schedule milestones for the next 30 days across my projects. Render a timeline/Gantt-style chart of milestones and deliverables, color-coded by project, with overdue ones in red. Give me this week's must-hit dates."
Tools: get_calendar_events, get_schedule_details
9. Billing & WIP by project — what's deliverable
"Pull billing status for my active projects. Show a stacked bar of billed vs. unbilled work by project, amber for unbilled WIP. Tell me which projects have billable milestones ready to invoice."
Tools: get_billing_status, get_project_summary
10. PM command-center dashboard — one screen
"Build me a one-page PM dashboard: KPI tiles up top (projects on track / at risk / over budget, tasks overdue, team utilization %, approvals pending), then small multiples — portfolio RAG grid, team capacity bars, milestone timeline, and a budget burn line for my biggest project. Consistent color theme, flag every red metric, and list my top 3 actions for the week."
Tools: get_dashboard, get_project_summary, get_resource_availability, get_projects_behind_schedule, get_items_to_approve
CFO
Here are 10 example prompts engineered to pull from the Workamajig connector's CFO-relevant tools and turn the data into colorful, decision-grade visuals.
1. Cash runway & forecast — combo chart
"Pull my current cash position and the 13-week cash forecast. Build a combo chart: bars for projected weekly cash inflows vs. outflows, and an overlaid line for the running cash balance. Shade any week the balance dips below $250K in red. Tell me the first at-risk week."
Tools: get_cash_position, get_cash_forecast
2. AR aging waterfall
"Get my AR aging. Show a stacked horizontal bar by bucket (Current / 1-30 / 31-60 / 61-90 / 90+), color-graded green→red by age. Add a second chart of the top 10 customers by overdue balance. Flag total dollars past 60 days."
Tools: get_ar_aging, get_overdue_invoices
3. AR vs AP liquidity gap
"Compare AR aging against AP aging in a single mirrored (tornado) chart so I can see, by aging bucket, what's owed to me vs. what I owe. Net it out and tell me my working-capital position by bucket."
Tools: get_ar_aging, get_ap_aging
4. Customer concentration risk — pie + Pareto
"Pull customer concentration. Show a donut of revenue share by client and a Pareto line for cumulative %. Highlight any single client over 15% of revenue and call out our concentration risk."
Tools: get_customer_concentration, get_revenue_by_item
5. Corporate P&L bridge
"Get the corporate P&L. Build a waterfall chart from revenue down to net income (revenue → COGS → gross margin → opex → EBITDA → net). Color positives green, costs red. Note the biggest margin leak."
Tools: get_corporate_pl
6. Project budget heatmap
"Pull projects over budget and projects near overbudget. Render a heatmap / bubble chart where bubble size = project value and color = % over budget. List the 5 projects bleeding the most dollars."
Tools: get_projects_over_budget, get_projects_near_overbudget
7. Revenue mix by service line
"Get revenue by item. Show a stacked column chart of revenue by category over time, plus a treemap of the current-period mix. Tell me which line is growing fastest and which is shrinking."
Tools: get_revenue_by_item
8. Unbilled WIP & billing status
"Pull billing status across active projects. Visualize billed vs. unbilled (WIP) as a stacked bar by client, color unbilled in amber. Surface total unbilled dollars sitting on the balance sheet and the oldest WIP."
Tools: get_billing_status
9. Vendor payment & cash-out timing
"Get upcoming vendor payments and AP aging. Build a timeline/Gantt-style bar of scheduled outflows over the next 60 days, color-coded by due window. Overlay against my cash forecast so I can see any squeeze."
Tools: get_vendor_payments, get_ap_aging, get_cash_forecast
10. Executive CFO dashboard — one screen
"Build me a one-page CFO dashboard with KPI tiles (cash on hand, AR > 60 days, AP due this month, MTD net income, # projects over budget) up top, then small multiples: cash trend line, AR aging bars, revenue mix donut, and over-budget projects bar. Use a consistent color theme and flag every red metric."
Tools: get_dashboard, get_cash_position, get_ar_aging, get_corporate_pl, get_projects_over_budget
Creatives
Here are 10 example prompts tuned for a creative operations user — the person who lives in schedules, capacity, task load, and keeping briefs and deliverables on track rather than cash and AR.
1. Capacity & resourcing
"Show me a team capacity heatmap for the next two weeks — who's overbooked and who has bandwidth." Utilization heatmap from get_resource_availability, green = open, red = slammed. The fastest read on where to add or pull work.
2. Task Load
"Visualize task load per team member right now as a ranked bar chart — assigned hours by person." Bar chart from get_assignments, sorted heaviest first, so bottleneck people jump out.
3. Bottleneck
"Chart which one or two people are blocking the most tasks across active projects." Bottleneck bar/bubble view from get_assignments — useful before you start reassigning.
4. Schedule & throughput
"Show all projects behind schedule on a status board, sorted by how late they are." Color-coded status board from get_projects_behind_schedule, deepest red = furthest behind.
5. Gantt milestones
"Visualize the schedule for [project name] as a Gantt-style timeline with milestones." Gantt/timeline from get_schedule_details, so dependencies and crunch points are visible.
6. Graph milestones
"Graph deliverable / milestone due dates across all active projects for the next 30 days." Timeline or calendar-style visual from get_schedule_details + get_project_summary, showing where deadlines pile up.
7. Time & burn
"Chart logged hours vs. budgeted hours by project as a variance chart — where are we burning hot?" Variance/bullet bars from get_time_entries + get_project_summary, over-burn highlighted in red.
8. Billable vs. non-billable
"Show billable vs. non-billable hours by team for the last month as a stacked bar." Stacked bar from get_time_entries / get_billing_status — a clean utilization-quality read.
9. Budgets
"Visualize budget burn across active projects as color-coded progress bars (% consumed)." Progress-bar grid from get_projects_near_overbudget + get_project_summary, green → amber → red as projects approach the cliff.
10. Briefs & deliverables
"Show me a status board of which active projects have a locked creative brief / spec sheet vs. missing one." Completeness board from get_spec_sheets — surfaces work that's moving without a signed-off brief.
Resources
AI Roadmap | Everyone Role, Basic Level [Webinar]