PIN = Project Intelligence Network
live-session-brief.md
Achievan Presents
How one leader built a team of 20+ AI agents on monday.com.
Jeff Benton, Division Lead at Clearwater Analytics, opens up his live monday.com workspace to show the agent workforce he built to run project onboarding end to end — the PIN Team, his Project Intelligence Network — plus the mistakes, governance questions, and hard-won lessons that came with it.
Reserve your spot →
Free · 45 min + live Q&A · Recording sent to all registrants
20+named agents running Jeff's onboarding pipeline
1,000+project plan rows trimmed automatically per client
24/7agents monitoring boards, coaching PMs, chasing status
3operating modes — supervised, autonomous, full auto
Why attend
This isn't a feature tour. It's a field report.
Jeff has been building, breaking, and rebuilding his agent team for months. He's bringing the actual workspace — errors, guardrails, and all.
01
See the real build
A live walkthrough of Jeff's agent roster — from Salesforce intake through project setup to project-manager coaching — inside his actual monday.com and Claude Cowork environment.
02
Learn the pivots
Why Jeff moved from "punitive" agents that flagged mistakes to collaborative ones that coach against frameworks like PRINCE2 — and why that change mattered to adoption.
03
Steal the guardrails
Kill switches, supervised vs. autonomous modes, and why Jeff stores thresholds on a board instead of hard-coding them into agent instructions.
Inside the build
Meet a few members of the PIN Team
PIN stands for Project Intelligence Network — Jeff named every agent like a teammate, which he says is part of why his team started treating them like one. A sample from the roster he'll walk through live:
AGENT · 001AtlasOrchestrator & overseer
AGENT · 004Iris ScanScans intake, assigns division
AGENT · 007NovaProject launcher
AGENT · 009Myla StoneMilestone tracking
AGENT · 011Quinn CharterProject charter setup
AGENT · 014Sage ReedPM coach & advisor
AGENT · 018Rex AmendChange request handling
AGENT · 020PrescottPreliminary division call
Jeff will show why standardizing each agent's "brain" — name, ID, role, and version, all in one format — cut down on drift and made every handoff between agents traceable.
The platform underneath
What monday agents are built to do
A quick primer before Jeff's walkthrough — the two steps behind every agent his roster runs on.
Step 01Describe what you need — define the agent's role, its tasks, and when it should run.
Step 02Make it yours — connect the knowledge and tools (Slack, Gmail, monday.com data, and more) your agent needs.
A few ready-made agent types on monday.com
Risk Analyzer
Flags schedule, dependency, and workload risks across projects in real time.
Ticket Assignment
Reads intent and urgency, then routes and prioritizes the ticket automatically.
Lead Scorer
Scores leads on fit and intent, then routes and schedules follow-up when it spikes.
Meeting Summarizer
Turns a transcript into notes, action items, and assigned owners.
Custom Agents
Built to your exact process, connected directly to your monday.com data.
Your host
Presented by
JB
Jeff Benton
Division Lead, Clearwater Analytics
Jeff leads project onboarding for Clearwater Analytics (NYSE: CWAN), a global investment accounting platform. Over the past several months he's built and managed a team of 20+ named AI agents on monday.com — the PIN Team, short for Project Intelligence Network — that takes a sold opportunity in Salesforce all the way through a bespoke, trimmed project plan and ongoing PM coaching, with no manual handoffs in between.
View Jeff's LinkedIn profile →
What's on the agenda
45 minutes, four parts
00 – 10
The journey so far
From one agent monitoring a portfolio board to a 20-agent team — how the scope grew, and why.
10 – 25
Live workspace walkthrough
The Salesforce intake board, the agent roster, and a coaching agent shown in action.
25 – 35
Lessons and governance
Kill switches, agent modes, avoiding hard-coded logic, and the open questions around agent "HR policy."
35 – 45
Live Q&A
Bring your own questions about starting — or scaling — your agent build.
Reserve your seat
Watch the PIN Team built before you build your own.
Free to attend. Registrants who can't make it live get the recording and Jeff's agent-brain template.
Register for July 29 →
How one leader built a team of 20+ AI agents on monday.com.
Jeff Benton, Division Lead at Clearwater Analytics, opens up his live monday.com workspace to show the agent workforce he built to run project onboarding end to end — the PIN Team, his Project Intelligence Network — plus the mistakes, governance questions, and hard-won lessons that came with it.
This isn't a feature tour. It's a field report.
Jeff has been building, breaking, and rebuilding his agent team for months. He's bringing the actual workspace — errors, guardrails, and all.
See the real build
A live walkthrough of Jeff's agent roster — from Salesforce intake through project setup to project-manager coaching — inside his actual monday.com and Claude Cowork environment.
Learn the pivots
Why Jeff moved from "punitive" agents that flagged mistakes to collaborative ones that coach against frameworks like PRINCE2 — and why that change mattered to adoption.
Steal the guardrails
Kill switches, supervised vs. autonomous modes, and why Jeff stores thresholds on a board instead of hard-coding them into agent instructions.
Meet a few members of the PIN Team
PIN stands for Project Intelligence Network — Jeff named every agent like a teammate, which he says is part of why his team started treating them like one. A sample from the roster he'll walk through live:
Jeff will show why standardizing each agent's "brain" — name, ID, role, and version, all in one format — cut down on drift and made every handoff between agents traceable.
What monday agents are built to do
A quick primer before Jeff's walkthrough — the two steps behind every agent his roster runs on.
A few ready-made agent types on monday.com
Risk Analyzer
Flags schedule, dependency, and workload risks across projects in real time.
Ticket Assignment
Reads intent and urgency, then routes and prioritizes the ticket automatically.
Lead Scorer
Scores leads on fit and intent, then routes and schedules follow-up when it spikes.
Meeting Summarizer
Turns a transcript into notes, action items, and assigned owners.
Custom Agents
Built to your exact process, connected directly to your monday.com data.
Presented by
Jeff Benton
Jeff leads project onboarding for Clearwater Analytics (NYSE: CWAN), a global investment accounting platform. Over the past several months he's built and managed a team of 20+ named AI agents on monday.com — the PIN Team, short for Project Intelligence Network — that takes a sold opportunity in Salesforce all the way through a bespoke, trimmed project plan and ongoing PM coaching, with no manual handoffs in between.
View Jeff's LinkedIn profile →45 minutes, four parts
The journey so far
From one agent monitoring a portfolio board to a 20-agent team — how the scope grew, and why.
Live workspace walkthrough
The Salesforce intake board, the agent roster, and a coaching agent shown in action.
Lessons and governance
Kill switches, agent modes, avoiding hard-coded logic, and the open questions around agent "HR policy."
Live Q&A
Bring your own questions about starting — or scaling — your agent build.
Watch the PIN Team built before you build your own.
Free to attend. Registrants who can't make it live get the recording and Jeff's agent-brain template.
Register for July 29 →