AI Project Management — Patriot Business Systems

PBS

MAIN

BOARDS

EOS SYSTEM

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⚙ SETTINGS

👋 Welcome! Fill in your workspace details below to get started. You can update these any time.

Workspace

Your company identity — shown throughout the app

Company Name

Industry / Tagline

Your Name

Your Role

Your Timezone

Company Logo

Replace logo for each client

Upload your client's logo as logo.png into the assets/ folder in your Cloudflare Pages project before deploying.

Supports PNG, JPG, WebP, SVG · Recommended: 260×260px

Slack Integration

Connect your workspace to send notifications and @mention teammates

Bot Token

Default Notification Channel

Meeting summaries and issue alerts will post here by default.

Bot Channel Access

The bot must join a channel before it can post there. Click Join to add it instantly to any public channel. For private channels, type /invite @BotName inside that channel.

Connect Slack first to see channels.

💬 Direct Messages from @mentions

To DM a user when you @mention them in a comment, your bot needs the im:write scope.
Add it: api.slack.com/apps → Your App → OAuth & Permissions → Bot Token Scopes → Add im:write → Reinstall App.

Required Bot Token Scopes:

chat:write users:read channels:read groups:read channels:join im:write

Go to api.slack.com/apps → Create New App → From Scratch
Go to OAuth & Permissions → add all scopes listed above
Click Install to Workspace → copy the Bot User OAuth Token
Paste it above and click Save & Test
Use the Channel Access list above to join channels with one click

Claude AI

Connect your Anthropic API key for real AI assistance

✅ Claude is connected and ready to use!

API Key

🔑 How to get your free API key

Go to console.anthropic.com and sign in (or create a free account)
Click API Keys in the left sidebar
Click + Create Key — name it anything (e.g. "PBS PM")
Copy the key — it starts with sk-ant-
Paste it in the field above and click Save & Test

🔒 Your key is stored only in your browser via localStorage — it never leaves your device or goes to any server.

About

PBS Project Management — built by Patriot Business Systems
All data is stored locally in your browser. Nothing leaves your device except Slack and Claude API calls.

90-DAY GOAL

Goal Text *

Why It Matters

Success Criteria