The AI Work Manager available in Repattern is a feature that automatically creates projects and tasks based on conversations, Excel files, and templates. 🤖
When you're not sure where to start, the AI Work Manager helps structure your ideas and turns them into actionable projects.
1. Repattern – AI Work Manager overview
The AI Work Manager offers three ways to get started:
Start with a conversation: Start a project through a natural-language conversation with AI.
Start with Excel: Upload an existing Excel or CSV file and convert it into a project.
Start with a template: Select a template provided by Repattern and create a project instantly.
2. AI Work Manager features
1) Start with a conversation
This is the easiest way to get started. If you're not sure how to structure your project, simply describe what you need in a conversation.
“Create a project for launching a new product in 2026. Include the marketing schedule as well.”
AI analyzes your request and automatically creates the project structure and task items.
If you want to make changes to the generated result, simply enter your desired changes in the chat. AI will immediately provide an updated version reflecting your requests.
Make a simple request and get your project started quickly. ☺️
2) Start with Excel
If you already have your tasks organized in a file, you can upload an Excel or CSV file and convert it into a project.
When you attach your file and submit a request, AI analyzes the rows, columns, and data types and automatically organizes the information into the Morningmate task view format.
(1) Attach an Excel file to convert into tasks
Attach an Excel or CSV file in the chat. You can drag and drop a file directly from your folder or add it using [Attach file].
Tip!
The following guidelines can help you prepare your Excel or CSV file. ☺️
If you're having trouble creating an Excel template, refer to the sample templates below and customize them to fit your department or team.
(2) Request AI to convert the file into tasks
After confirming that the file has been successfully attached, click [Enter] or press the Enter key on your keyboard to request the conversion.
During the conversion process, AI automatically identifies and sets task fields (columns) and task statuses based on the rows, columns, and content of the file.
🧐 Want to change the field names or remove a certain field?
Before clicking [Create Project As Is], check the Project Task Fields section on the right.
If you have a new field to add or remove, simply enter it in the chat, and it will be applied immediately.
Tip!
You can request an automatic conversion simply by uploading an Excel or CSV file. However, providing additional requirements, such as desired mapping rules or exception conditions, in the input field can further improve the accuracy of the conversion.
(3) Review and edit converted task data
Once the AI task conversion is complete, the data format screen will appear.
On this screen, you can change the values assigned to each row and adjust the data type (text, selection, date, user, etc.) and task status.
You can also request additional changes through the chat even after the conversion is complete. Your requested changes will be reflected in the right-hand section in real time.
Tip!
If no task status is assigned, “Status not included” will appear in the upper-right corner of the screen.
If no task name is specified, AI automatically selects one of the text-type fields in the data and sets it as the task name.
💡 For the most accurate conversion, we recommend using a file that includes both a task name and status column whenever possible.
(4) Review the data and create the project and tasks
① Once you have finished reviewing and editing the AI-converted task data, click [Next] on the left to generate the task data.
② Review the generated task data, then click [Create project with this data] to create the project.
If the project isn't generated as expected, click [Try again] to return to the previous step and adjust the settings.
3) Start with a template
Want to start a project without complicated setup? Try one of the role-based templates provided by Repattern!
Previously available as examples of how other companies use Morningmate, these resources are now provided as ready-to-use templates that you can apply directly to your actual projects.
More than 10 templates are available across various industries and roles, including IT, Sales, Public Sector, Legal, Administration, Commerce, F&B, HR, Operations, and Marketing.
You can preview each template before applying it to your project to see how it is structured.
Tip!
Projects created from templates can also be freely customized, just like projects created through Start with a conversation or Start with Excel. You can delete fields, rename fields, and make other changes before creating the project to fit your needs. 😊
4) If there is a field you don't want to add, select "Skip conversion > Change" from the task field dropdown before completing the conversion.
With Repattern's AI task conversion feature, tasks that were previously stuck in your head or buried in Excel can become collaborative work starting today.
Now, you can focus on making decisions and taking action! 🙏🏻