Examples: Automating Research & Insights Across Mavenlink Entities with Tonkean

For enterprise operations professionals in procurement, legal, or IT, gaining actionable insights from project management platforms like Mavenlink can be a significant challenge. Manual research and reporting across Mavenlink's Projects, Tasks, and CustomFields is not only time-consuming but also prone to human error. The Search Mavenlink Agent template from Tonkean solves these pain points by automating the research process, aggregating data, and delivering real-time insights directly to the teams that need them most.

Real-World Use Cases for Operations Teams

• Procurement: Instantly pull all active projects tagged as 'vendor onboarding' and surface custom field data such as budget, timeline, and responsible stakeholders. Tonkean can automatically generate a summary report and route it to procurement leads via Slack or Microsoft Teams.
• Legal: Automate the extraction of all tasks related to contract review across multiple projects. Tonkean's intelligent request classification can identify tasks with legal implications and provide a consolidated dashboard for the legal team, reducing manual triage and follow-up.
• IT: Research all open IT projects, filter by custom fields such as 'priority' or 'compliance required', and automatically notify relevant IT managers of overdue tasks. Tonkean can also integrate with ticketing systems like Jira to synchronize updates and ensure nothing falls through the cracks.

Powerful Orchestration with Tonkean

Tonkean's no-code process builder empowers operations professionals to orchestrate complex workflows without writing a single line of code. By leveraging the Search Mavenlink Agent template, teams can:

• Automate research across all Mavenlink entities, including Projects, Tasks, and CustomFields.
• Aggregate data from Mavenlink and other systems (such as Salesforce, Google Sheets, or Smartsheet) for comprehensive reporting.
• Trigger automated notifications, escalations, or approvals based on real-time insights using approval cycles and people coordination features.
• Deliver insights to stakeholders via their preferred channels, including email, Slack, Teams, or custom dashboards built with Tonkean's custom portal.

Integrations & Extensibility

Tonkean’s platform is designed for composable architecture, making it easy to connect Mavenlink with other enterprise tools. For example:

• Combine Mavenlink project data with procurement systems like Coupa or SAP Ariba for end-to-end process visibility (Coupa Intake Orchestration).
• Integrate with document management platforms such as DocuSign or Box to automatically attach relevant files to Mavenlink entities.
• Use AI and GPT-powered insights to summarize project statuses or flag anomalies in task completion rates.

Why Tonkean for Mavenlink Automation?

Tonkean goes beyond simple integration by providing true process orchestration and process optimization. With the Search Mavenlink Agent template, you can:

• Reduce manual research and reporting time by up to 80%.
• Ensure data accuracy and consistency across all Mavenlink entities.
• Empower business users to create and modify workflows as needs evolve, without IT bottlenecks.
• Drive higher adoption of project management best practices across your organization.

Ready to see how Tonkean can transform your Mavenlink research and insights workflows? Get started today or explore more about Tonkean's automation platform for enterprise operations.