10 Best AI Tools For Project Managers In 2026

In this guide, I’ll review the 10 best AI tools for project managers in 2026, covering the work each one takes over and the price you would be billed for it.

TL;DR

• Dot is the best AI tool for project managers in 2026 if the hardest part of your week is explaining delivery numbers to people who never open your tracker. Our AI data analyst reads the warehouse your company already maintains and returns the written analysis to Slack, Microsoft Teams, email, or its web app, on a schedule you set.
• Asana and monday.com are the two broad work platforms whose agent builders come with the subscription, one drawing on a credit pool held at the billing account and the other selling credits as a line next to the seats.
• ClickUp and Notion, which round out the ranking, both sell their AI as its own charge on top of the workspace. That makes the spend easy to see and just as easy to underestimate.
• Jira and Linear cover teams whose projects are made of tickets, one bundling Rovo across every paid tier, the other giving agents workspace membership on the free plan.
• Wrike and Smartsheet suit portfolio and resource work at larger companies, one with agents you point at a space and leave running, the other applying AI to the grids your PMO already keeps.
• Motion closes the list as the one tool here built around the calendar, rebuilding schedules on its own when a date or a person's capacity shifts.

What are the best AI tools for project managers in 2026?

The best AI tool for project managers in 2026 is Dot, an AI data analyst that writes delivery and portfolio reporting straight from your warehouse, followed by Asana for agent-built workflows inside a work management platform and Jira for teams already standardized on Atlassian.

Here’s our full shortlist of vendors:

💡 Four conditions determined which tools made the list:

• The AI has to perform actual project work: scheduling, intake triage, risk flagging, status drafting, or delivery reporting. Text generation on its own did not qualify.
• The AI has to be purchasable today, either through self-serve checkout or a sales team that will put a number in writing, with no waitlist in the way.
• The tool has to either hold the project record itself or read live from the systems that do, so an answer reflects where the work stands today and not where a stale export left it.
• Products sold purely as a chat window or purely as a meeting notetaker were left out, since a project manager needs the AI to see the plan and the dates attached to it.

#1: Dot

Dot is the best AI tool for project managers in 2026, as it writes the delivery analysis you would otherwise assemble by hand the evening before a steering meeting.

Disclaimer: Dot is our own product, so read this section as our argument for it, with every claim linked to a source you can check yourself.

Setup to our BI tool for data visualization happens once. All you have to do is connect the warehouse, then point Dot at your dbt semantic layer, the table descriptions, and the written notes your data team keeps current.

Our AI data analyst then reads whatever your warehouse holds.

For most delivery organizations, that already includes the ticket history and timesheet tables their data stack syncs out of the tracker.

Delivery questions and margin questions become answerable in the same place.

Here are the capabilities project managers get the most out of:

Analysis happens where the question was asked

Dot lets you ask and receive questions right where you and your team work: in Slack, Microsoft Teams, and over email (you can also do that in our web app!).

The reply lands in that same thread with the analysis written out and a recommendation on what to do next, including the figures and sources.

For example, a stakeholder who wants to know when customers are most active during the week can ask the question in their own channel and read the answer there.

You can use our Energy Mode to govern how much horsepower each question receives:

• Economy covers routine lookups.
• Balanced is the standing default.
• Frontier handles the genuinely hard questions.

➡️ The Dot admins hold the company default, and any question sent through Slack, Microsoft Teams, or email accepts an !economy or !frontier prefix to override it once.

Recurring reports timed to land before the status meeting

Any Deep Analysis report in Dot can be put on a schedule, so the written version of your delivery update arrives before anyone asks for it.

Scheduled reports go out by email or into a Slack or Microsoft Teams channel, and unlike a dashboard snapshot, they explain what changed and why, with trends, anomalies, and recommended next steps included.

A schedule timed 30 minutes ahead of your weekly portfolio review means everyone arrives already briefed.

Frequency can be daily or weekly on a day you choose.

Monthly schedules fire on a set date, and nothing runs more than twice in one day.

Each run costs one credit, and the schedule modal keeps a history of past deliveries and their cost.

💡 Admins can also run a schedule as another user, which delivers the report under that person's data permissions. A regional programme lead gets their own slice without an admin building a separate report for every region.

An investigation into the number that moved, without booking an analyst

Deep Analysis is Dot's research mode, where Dot runs multiple queries, investigates root causes, validates the findings against your other data, and returns a written report.

Suppose the services margin on one client portfolio has dropped two points, with nobody able to name the engagements behind it.

You ask why, and within one to five minutes Dot returns a report built in five parts: a single quantified finding at the top, an executive summary, the supporting sections with charts and tables embedded, recommended next steps, and the assumptions and time periods behind the work.

Every claim links back to source data.

A finance partner can verify any figure without asking you where it came from.

Follow-ups continue the same investigation, so "break that out by delivery team" keeps the context, and the finished report downloads as a presentation when it has to go in front of a board.

A context agent that records how your delivery metrics are defined

Root is Dot's context agent, and its job is to write down the business logic your team currently carries in people's heads.

Two programme managers rarely define on-time delivery the same way.

That is how two status decks end up disagreeing in the same meeting.

Root runs in an isolated sandbox with access to your connected tools, so it can read a trusted BI dashboard through its API and turn the calculations behind it into standardized definitions Dot then uses.

It also works the other direction, interviewing you about a process and writing structured notes from your answers, or reading a schema and documenting hundreds of tables it has never seen before.

Nothing goes live automatically.

You approve each tool use, review the diff of what Root wants to change, merge to production once the definitions look right, or discard the whole run and start again.

What makes Dot different from other AI tools for project managers?

Of the ten tools here, only Dot does not hold your project plan, and that is the whole distinction.

The other nine answer from the project record they hold, and several can reach further through connectors or a reporting layer, as Jira does with Atlassian Analytics and Asana does with its Power BI and Tableau links.

The moment a question joins delivery slippage to recognized revenue or contractor spend, it stops being a tracker question, because the warehouse holds those figures.

Our decision intelligence software runs on the modeling your data organization has already done, so nothing gets migrated and the delivery squad picks up no second interface.

Billing works differently too.

The other nine charge for people, or for the credits and AI actions bolted onto those people.

Dot charges for the analysis work itself and puts no cap on user count on any paid plan.

Being honest about the trade: Dot will not run your sprint board or draw a Gantt chart. Most teams pair our AI data analyst with one of the trackers below and let each do the part it is built for.

Dot pricing

Dot starts at $180 a month on Pro, and what it charges for is work done, measured in credits.

Annual billing takes 10% off the paid tiers:

• Free: $0, carrying 300 one-time credits and the whole Pro feature set. Enough to run real delivery questions through Dot before any money changes hands.
• Pro: $180 a month covering 150 credits, with each credit past that at $1.80. This tier carries the context agent, organization notes and business logic, reports delivered by email and into Slack, upwards of 35 data connectors, and no limit on user count.
• Team: $720 a month covering 800 credits, with overage at $1.44. Governance arrives at this tier: workspaces, SSO through providers including Okta and Azure, row-level security, embedding, brand customization, a BI migration service, and dedicated support.
• Enterprise: quoted individually against unlimited credits, with a volume discount, self-hosted deployment, audit logs, an SLA, and a named account manager.

Credits are consumed by the work Dot performs, so your invoice tracks reporting volume.

How many people read the output makes no difference to it.

Dot pros and cons

✅ Stakeholders get prose with a recommendation attached, in the channel they already read.

✅ No seat counting on any paid plan, so adding stakeholders as readers costs nothing.

✅ Recurring business reviews and scheduled reports replace the manual reporting block in your week.

✅ Row-level security and workspaces keep client portfolios separated on the Team plan.

❌ A heavy reporting month moves the bill, so credit consumption is worth watching.

#2: Asana

Best for: Anyone who wants to assemble their own AI workflows without booking engineering time first.

Similar to: Wrike, Monday.com.

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Asana is a work management platform whose AI layer, AI Studio, lets you describe a workflow in ordinary language and have Asana assemble it.

Every paid tier carries an AI credit pool held at the billing account level, not per person.

Asana's top features

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• AI Studio: Workflows with AI steps embedded in them, built without code and deployed into the places your team already works. Starter includes 50,000 credits per billing account each month, and Advanced raises that to 75,000. Enterprise carries 200,000.
• AI Teammates: Sold as an add-on from Starter up and positioned as coordination help that runs around the clock. Pricing comes out of a sales conversation.
• Smart status and risk reports: Asana AI drafts project status by reading the underlying work, flagging what is on track and what needs attention, with project risks collected in one view. Smart status widens to portfolios and goals on Advanced.
• Words to workflows: You write a description of the process you want and Asana builds the automation from it, with no rule-by-rule setup.

Asana pricing

Asana starts at $10.99 per user each month on Starter, and the yearly toggle saves up to 18%:

• Personal: $0 for up to 2 users, covering unlimited tasks and projects with list, board, and calendar views, though Asana AI is not part of it.
• Starter: $10.99 per user each month billed annually, or $13.49 monthly. The seat cap disappears here, and you gain timeline and Gantt views, reporting dashboards, unlimited automations, forms, and unlimited free guests.
• Advanced: $24.99 per user annually, or $30.49 monthly, unlocking unlimited portfolios, goals, workload, approvals and proofing, time tracking, and formulas.
• Enterprise: sales-quoted, and where SAML, SCIM provisioning, universal workload, capacity planning, and view-only licenses arrive. Above that, Enterprise Plus covers data residency and audit logging.

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Asana pros and cons

✅ AI credits pool across the billing account, so light users draw on the same allowance as everyone else.

✅ Guests are free and uncapped from Starter up.

❌ The free plan stops at two people.

#3: Monday.com

Best for: Teams that want to see exactly what the AI is costing them, separately from what the seats cost.

Similar to: ClickUp, Asana.

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Boards are the unit monday.com is built around, and every AI capability on the platform draws from one shared credit balance.

Since May 2026, new customers buy those credits as part of the purchase, listed on the invoice next to the seats.

Monday.com's top features

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• Monday sidekick: monday positions this as a context-aware assistant that carries out work in your account as well as answering questions about it. Available from Basic up.
• Monday agents: Specialized agents that take on defined jobs and execute at scale. The AI agent workforce is limited on Basic and opens up from Standard.
• AI columns: Repetitive work runs inside the board itself, letting a status classification or a summary field keep itself current. These arrive at Standard.
• AI workflow builder: Orchestration that connects agents and AI so work moves across teams without a manual handoff, reserved for Pro and Enterprise.

Monday.com pricing

Monday.com starts at $9 per seat each month on Basic, with paid plans beginning at three seats and credit bundles bought alongside the seats.

• Free: $0 for up to 2 seats with 3 boards, 3 docs, more than 200 templates, and no AI access.
• Basic: $9 per seat each month with 1,000 AI credits. Unlimited items and unlimited free viewers arrive at this tier.
• Standard: $12 per seat each month with 2,000 credits, adding timeline and Gantt views, calendar view, guest access, 3 workflows, and 250 automation and integration actions.
• Pro: $19 per seat each month with 3,000 credits, 20 workflows, 25,000 automation actions, private boards, time tracking, advanced board views, and advanced columns.
• Enterprise: quoted, with credits matched to usage, unified portfolio views, workload and capacity tools, multi-level permissions, and a 99.9% uptime SLA.

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Monday.com pros and cons

✅ One credit balance covers every AI capability, with no separate add-on to buy per feature.

✅ Unlimited free viewers from Basic up, useful on stakeholder-heavy programmes.

❌ Portfolio views and workload balancing are Enterprise-only.

#4: ClickUp

Best for: Teams after the widest AI capability set in one tracker, with budget to pay for it as a separate line.

Similar to: Notion, Monday.com.

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ClickUp packs tasks, docs, whiteboards, chat, time tracking, and dashboards into a single workspace.

Its AI is not bundled into the base plans, and is bought as its own per-seat plan on top of whichever workspace tier you are on.

ClickUp's top features

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• Brain AI: The assistant layer, covering an unlimited Brain Assistant, an unlimited @Brain Agent you can mention in a task, unlimited AI chat routed to Claude, ChatGPT, or Gemini, and workspace-wide Enterprise Search.
• Super Agents: These show up in the workspace as real members, so you can mention one, hand it work, or put it on a schedule. Everything AI carries triple the Super Agent usage of Brain AI.
• AI Notetaker: Meeting transcription with action items generated from what was said, unlimited on the Everything AI tier.
• Brain MAX: Desktop software that searches ClickUp and connected drives in one pass, with Talk to Text for dictating updates.

ClickUp pricing

ClickUp starts at $7 per user each month on Unlimited, and the workspace plan and the AI plan bill as two separate per-user lines.

Every member of a workspace has to be on the same tier:

• Free Forever: $0 with unlimited tasks and unlimited free members, capped at 60MB of storage, 5 spaces, and 100 automation executions a month.
• Unlimited: $7 per user each month billed yearly, or $10 monthly, removing the storage cap and adding unlimited Gantt charts, native time tracking, goals and portfolio management, resource management, and 1,000 automation executions.
• Business: $12 per user yearly, or $19 monthly. This tier brings unlimited dashboards, unlimited timeline views, 5,000 automations, sprint points and reporting, and portfolio workload management.
• Enterprise: priced by sales, adding enterprise permissions and governance, SAML SSO and SCIM, audit logs, 250,000 automations, and a customer success manager.

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ClickUp pros and cons

✅ Unlimited members and unlimited tasks on the free tier, rare in this category.

✅ Portfolio and resource management appear on the cheapest paid plan.

❌ Workspace-wide upgrades mean one team's requirement moves everybody's tier.

#5: Jira

Best for: Programme and delivery leads whose company has committed to the Atlassian stack.

Similar to: Wrike, Linear.

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Jira tracks work items and backlogs, and plenty of large software and delivery organizations already pay for it.

That incumbency often settles the shortlist before an evaluation even begins.

Rovo is the AI layer built over it, and any tier above Free includes Rovo without a second charge.

Jira's top features

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• Rovo Search and Chat: One query covers your whole Atlassian estate plus the tools bolted onto it, and the chat answers from whatever comes back.
• Atlassian Analytics and the Data Lake: Cross-product reporting across your Atlassian estate, which Atlassian reserves for the Enterprise plan.
• Automation at scale: Rule runs are capped per site on Free and Standard, then move to a per-user pool on Premium, so the automation budget grows with headcount. Atlassian Intelligence also builds rules from a written description.
• Advanced Planning: Atlassian's layer for coordinating many teams and projects at once, cross-project dependencies included. Premium is the entry point.

Jira pricing

Jira starts at $7.91 per user each month on Standard, billed per user, with larger seat counts moving you into cheaper bands:

• Free: a ceiling of 10 users, with no limit on projects or work items, Scrum and Kanban boards, 2 GB of storage, and 100 automation rule runs each month across the whole site. Rovo does not appear on this tier.
• Standard: $7.91 per user each month, adding user roles and permissions, audit logs, issue-level security, 250 GB of storage, and Rovo at 25 credits per user.
• Premium: $14.54 per user each month. Rovo credits rise to 70 for every user, and Advanced Planning, custom agents built in Rovo Studio, 1,000 automation runs per user pooled across the team, unlimited storage, a sandbox, and a 99.9% uptime SLA all arrive.
• Enterprise: quoted on request and billed annually only, carrying 150 credits for each user. This is the only tier managing up to 150 Jira sites while charging for each user once, and it carries Atlassian Analytics and the Data Lake.

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Jira pros and cons

✅ Any paid Jira plan already includes Rovo, so AI never appears as its own invoice line.

✅ The wider the rollout, the lower the per-seat rate.

❌ No AI on the Free plan.

#6: Wrike

Best for: Enterprise delivery teams that want agents acting on work automatically under admin control.

Similar to: Smartsheet, Asana.

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Wrike is built around structured execution and an auditable record of how work moved, all of it marketed under the name Work Intelligence.

Its agents differ from an on-demand assistant by watching for a trigger and acting on their own, usually within a few seconds.

Wrike's top features

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• Wrike Copilot: An assistant inside your projects that answers questions and summarizes work when you ask it to.
• Wrike AI agents: Admin-controlled agents you point at a space or a project. An agent reads the context around whatever triggered it and then acts, which can include sending email through Gmail or Outlook and posting into Slack or Microsoft Teams.
• AI Elite: The action pool the heavier capabilities bill against, which is where Copilot, the agents, generated widgets, and the assistant inside Wrike Whiteboard all draw from. It starts at Business, and the monthly allowance is shared across the whole account, so one heavy user can draw down what colleagues never touch.
• Wrike MCP Server: Outside AI assistants such as Claude and Microsoft Copilot can read live work management data held in Wrike.

Wrike pricing

Wrike starts at $10 per user each month on Team, and licenses sell in fixed seat bands, so your exact headcount is not what you pay for:

• Free: $0 for unlimited users, covering task and project management with board and table views, though active task limits apply.
• Team: $10 per user each month, sized for 2 to 15 users. Sixteen people cannot stay on this tier.
• Business: $25 per user each month on annual billing with a five-seat minimum, and the entry point for Wrike Copilot and the AI Elite allowance.
• Pinnacle and Apex: both quoted. Pinnacle adds resource and capacity planning, budgeting, the Business Intelligence API, and enterprise security including SAML 2.0 SSO. Apex ranks above Pinnacle and bundles the Wrike Integrate and Wrike Sync add-ons.

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Wrike pros and cons

✅ Agents act on triggers with nobody opening the tool, a good fit for intake and approval routing.

✅ The MCP server lets an assistant your team already uses read Wrike data directly.

❌ Copilot and the agents start at Business, so the $10 Team plan gets none of them.

#7: Smartsheet

Best for: PMOs that already run their portfolio out of grids and rollup sheets.

Similar to: Wrike, Jira.

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Smartsheet keeps the familiar spreadsheet model and layers scheduling and reporting on top of it.

Smartsheet's AI reads those same sheets, so nothing new has to be modeled before it becomes useful.

Smartsheet's top features

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• Smart Assist: Opens as a chat panel inside a sheet or a workspace and answers questions about the data in front of you. It reached general availability in June 2026.
• Smart Agents: Manage tasks and flag risks, recommending the next step to keep a programme aligned without someone chasing every update.
• Smart Flows: Automation built from a description of the workflow you want, with Smartsheet assembling the chain.
• Smart Columns and AI Data Analysis: Two of the capabilities Smartsheet exposes through its AI panel, sitting alongside formula generation and text summaries.

Smartsheet pricing

Smartsheet starts at $9 per user each month on Pro with annual billing, charging per licensed member while free collaborators read sheets and fill in forms at no cost:

• Pro: $9 per user each month billed annually, or $12 monthly, capped at 10 licensed users, with 250 automations and core integrations.
• Business: $19 per user annually, or $24 monthly, with a three-seat minimum. This lifts the licensed-user cap and adds unlimited automations, timeline view, workload tracking, WorkApps, and Data Shuttle.
• Enterprise: sold on quote, covering SAML SSO, directory integration, an admin center for centralized governance, premium connectors for Salesforce and Jira, and Smart Hub governance controls over AI use.
• Advanced Work Management: also quoted, bundling the premium capabilities with priority support for organizations running large portfolios across several systems.

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Smartsheet does not publish a permanent free tier, and evaluation happens through a 30-day trial of the Business plan with no card required.

Smartsheet pros and cons

✅ Free collaborators cost nothing, so stakeholders can review a plan without a license.

✅ The AI works against sheets your PMO already maintains, with no restructuring first.

❌ Resource Management, Control Center, the Calendar App, and the Pivot App are all priced beyond the base tiers.

#8: Linear

Best for: Software delivery teams shipping in cycles who want agents treated as workspace members.

Similar to: Jira, ClickUp.

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Linear organizes work into cycles and projects, and its opinionated defaults are the reason engineering-led companies pick it.

Agents are part of the platform on every plan, including the free one.

Linear's top features

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• Linear Agent: An agent you can hand an issue to or add to a project outright, where it answers questions and opens the follow-up work itself.
• Loops: Recurring agent automations, formerly named Linear Agent automations, billing against a prepaid credit balance the whole workspace shares.
• Triage: The intake queue Linear builds its workflow around, where inbound reports wait for a decision. Full AI triage is held back from the free plan.
• Coding Sessions: Agent work on the code behind an issue, metered against the same workspace AI credit balance as Loops.

Linear pricing

Linear starts at $10 per user each month on Basic, billed yearly, with a free plan below that and Enterprise above it:

• Free: $0 with no member limit and the agent platform switched on, but capped at 2 teams, 250 non-archived issues, and 10MB uploads.
• Basic: $10 per user each month billed yearly, or $12 monthly. The issue cap goes away, the team limit rises to 5, and you gain unlimited file uploads, admin roles, and full API access.
• Business: $16 per user yearly, or $18 monthly, removing the team ceiling and opening up private teams, paid guests, Insights reporting, and Loops.
• Enterprise: quoted and annual only, which is where you find SAML, SCIM, fine-grained admin controls, migration help, and account management.

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Linear pros and cons

✅ Agents carry no per-seat surcharge and are available on the free plan.

✅ Full-time students can get Basic or Business free for a year, and university staff get 75% off.

❌ The 250-issue ceiling on Free arrives fast for an active team.

#9: Motion

Best for: Delivery managers whose real problem is that plans stop matching calendars by Wednesday.

Similar to: Asana, Notion.

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Motion keeps a scheduling engine at its center, continuously reprioritizing and rebooking work against deadlines, meeting conflicts, and how much capacity each person actually has.

That makes Motion a different purchase from the trackers above, since those record a plan and leave the calendar to you.

Motion's top features

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• Automatic scheduling: Tasks get placed on real calendars and rebooked when deadlines move or meetings collide, with nobody rebuilding the plan by hand.
• AI Employees: Built to carry whole workflows, going well past putting tasks on a calendar. Motion sells these on their own tier.
• AI Notetaker and AI Docs: Notes and drafted documents stay in the same product as the schedule, so an action item lands where the work will be planned.
• Team workload and capacity planning: Shared projects with a workload view, time tracking, permissions, and centralized billing, all of which arrive on Business AI.

Motion pricing

Motion starts at $12.73 per seat each month on Pro AI with annual billing, and there is no free plan underneath it.

Annual billing saves around 33%:

• Pro AI: $19 per seat each month billed monthly, or $12.73 annually, carrying 7,500 AI credits per seat each month.
• Business AI: $29 per seat monthly, or $19.43 annually, with 15,000 credits per seat and the team coordination features.
• AI Employees: around $49 a month for a single seat, generally annual-only, shipping with roughly 10,000 credits a month.
• Trial: 7 days across the tiers, with card details required to start.

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Credits get consumed whenever Motion schedules a task or reschedules a meeting, so heavy automated rebooking can push the effective monthly cost above the advertised seat rate.

Motion pros and cons

✅ Scheduling maintains itself, the closest thing on this list to a project manager's calendar work being taken over.

✅ One subscription covers planning, notes, documents, and the meeting scheduler.

❌ No free plan, and the trial runs 7 days.

#10: Notion

Best for: Teams that already keep their project record in Notion databases of their own design.

Similar to: ClickUp, Motion.

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Notion holds documents and databases in one workspace, and plenty of project managers already track work there for that reason.

Full Notion AI now requires the Business plan, and the agent acts across the workspace as well as answering questions about it.

Notion's top features

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• Notion Agent: Chats, translates pages, generates images, and runs Skills, all of it covered by the Business usage allowance.
• Custom Agents: Autonomous agents for repeated jobs such as routing a task or posting a status update, metered against Notion credits.
• AI Meeting Notes: Captured notes get written into the workspace alongside the related project database. This one falls outside the included allowance.
• Enterprise Search: One search bar covering Notion and the tools wired into it, bundled with the Business plan.

Notion pricing

Notion starts at $10 per member each month on Plus, and its pricing page loads on the yearly toggle:

• Free: $0, fully usable for a small team on pages and databases, with a 7-day page history limit and only a capped trial of Notion AI.
• Plus: $10 per member each month annually, or $12 monthly, lifting the upload limit, stretching page history to 30 days, and removing the guest cap.
• Business: $20 per member annually against $24 monthly, and the entry point for the full Notion Agent and AI Meeting Notes. Enterprise Search comes with it, as do SSO and page analytics.
• Enterprise: custom, with SCIM provisioning, audit logs, data residency controls, and a dedicated customer success manager.

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Notion pros and cons

✅ Agent spend can be forecast before you commit, because the cost of a single run is published.

✅ Guests are unlimited from Plus up, useful for client-facing project spaces.

❌ Full AI starts at the $20 Business seat, and every member pays it whether they use AI or not.

Try Dot on your own delivery data

That completes the 10 best AI tools for project managers in 2026, spanning intake, scheduling, portfolio planning, and the reporting that carries a delivery decision up to whoever funds it.

Dot covers the reporting end of that range, and it gets there by a different route.

Our AI data analyst reads the models your data team already keeps current in the warehouse, then hands the finished analysis to whoever needs it, with nobody assembling a deck.

A Dot subscription gives a delivery organization the following:

• Deep Analysis on the why behind a delivery or margin change, with each finding checked against your other data and the assumptions written out.
• Written analysis carrying a recommendation, delivered back into Slack, Microsoft Teams, email, or the web app, depending on where the question started.
• Recurring reports scheduled to arrive before the meeting they are meant to inform, delivered under the data permissions of whoever receives them.
• Root, the context agent that pulls metric definitions out of your trusted dashboards so on-time delivery means one thing across the organization.
• Custom Skills that turn an analysis into a ticket in Jira or Linear, available as a premium capability.
• Workspaces and row-level security on the Team plan, so client portfolios stay separated inside one subscription.
• Unlimited users on every paid plan.

➡️ Get started for free with Dot's free plan, or schedule a demo to see how it works with your data.

⚠️ Disclaimer: This article was last updated on September 9, 2026. If you spot any inaccuracies, please do contact us, and we'll fact-check it.