List a user’s active projects in Flowtly Assistant

Use Flowtly Assistant to request a structured list of active projects assigned to a user in plain language.

Getting startedBeginner6 minutes

Topics:AI and integrations (MCP)Projects and time tracking

Before you start

Flowtly Assistant (assistant.flowtly.eu) lets you interact with your organization using natural language. In this tutorial you will sign in and ask the assistant to list all active projects assigned to a specific user.

The assistant returns a grouped list of projects so you can quickly verify assignments without opening each project.

What you will have at the end

You can ask Flowtly Assistant for a user's active projects, and for who is assigned to a project, without opening each project.

What you need

  • Your Flowtly login.
  • A Flowtly role that can see projects and the people assigned to them.

Complete these tutorials first

Video walkthrough

Flowtly Assistant video: List a user’s active projects

Sign in to Flowtly Assistant and watch the assistant list a user’s active projects in plain language.

Step-by-step

Complete the flow

  1. 1

    Sign in to Flowtly Assistant

    Go to assistant.flowtly.eu and sign in with your Flowtly account. If you are not yet connected to an organization, create one first and then return to Flowtly Assistant.

    Tips

    • Use the same login you use for workspace.flowtly.eu so Flowtly Assistant can access your organization context.
  2. 2

    Ask for the user’s active projects

    In the chat input, ask for the active projects of a user, for example: “Show me the projects of John D.” The assistant responds with the projects currently assigned to that user, grouped by project type.

    Tips

    • If multiple users match, add the email address or full name to disambiguate.
    • Use wording like “active projects” to exclude archived or inactive projects.
  3. 3

    List people assigned to a project

    Ask the assistant who is assigned to a specific project, for example: “Who is assigned to Project Alpha?” Flowtly Assistant returns the people currently assigned so you can confirm staffing without leaving the chat.

    Tips

    • If the project name is similar to others, include the exact name as shown in Flowtly.

You’re finished!

You can now query project assignments for any user. Try refining the prompt with “active”, a project type, or a time range when you need a narrower answer.

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