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GitHub Agentic Workflows

ProjectOps

ProjectOps automates GitHub Projects management using AI-powered workflows.

When a new issue or pull request arrives, the agent analyzes it and determines where it belongs, what status to set, which fields to update (priority, effort, etc.), and whether to create or update project structures.

Safe outputs handle all project operations in separate, scoped jobs with minimal permissions—the agent job never sees the Projects token, ensuring secure automation.

  1. Create a Project: Before you wire up a workflow, you must first create the Project in the GitHub UI (user or organization level). Keep the Project URL handy (you’ll need to reference it in your workflow instructions).

  2. Create a token: The kind of token you need depends on whether the Project you created is user-owned or organization-owned.

Use a classic PAT with scopes:

  • project (required for user Projects)
  • repo (required if accessing private repositories)

Use a fine-grained PAT with scopes:

  • Repository access: Select specific repos that will use the workflow
  • Repository permissions:
    • Contents: Read
    • Issues: Read (if workflow is triggered by issues)
    • Pull requests: Read (if workflow is triggered by pull requests)
  • Organization permissions:
    • Projects: Read & Write (required for updating projects)

After creating your token, add it to your repository:

Terminal window
gh aw secrets set GH_AW_PROJECT_GITHUB_TOKEN --value "YOUR_PROJECT_TOKEN"

See the GitHub Projects v2 token reference for complete details.

This example demonstrates intelligent issue routing to project boards with AI-powered content analysis:

---
on:
issues:
types: [opened]
permissions:
contents: read
actions: read
tools:
github:
toolsets: [default, projects]
github-token: ${{ secrets.GH_AW_PROJECT_GITHUB_TOKEN }}
safe-outputs:
update-project:
max: 1
github-token: ${{ secrets.GH_AW_PROJECT_GITHUB_TOKEN }}
add-comment:
max: 1
---
# Smart Issue Triage with Project Tracking
When a new issue is created, analyze it and add to the appropriate project board.
Examine the issue title and description to determine its type:
- Bug reports → Add to "Bug Triage" project, status: "Needs Triage", priority: based on severity
- Feature requests → Add to "Feature Roadmap" project, status: "Proposed"
- Documentation issues → Add to "Docs Improvements" project, status: "Todo"
- Performance issues → Add to "Performance Optimization" project, priority: "High"
After adding to project board, comment on the issue confirming where it was added.

This workflow creates an intelligent triage system that automatically organizes new issues onto appropriate project boards with relevant status and priority fields.

ProjectOps workflows leverage these safe outputs for project management operations:

  • create-project - Create new GitHub Projects V2 boards with custom configuration
  • update-project - Add issues/PRs to projects, update fields (status, priority, custom fields), and manage project views
  • create-project-status-update - Post status updates to project boards with progress summaries and health indicators

Each safe output operates in a separate job with minimal, scoped permissions. See the Safe Outputs Reference for complete configuration options and examples.

Project Creation and Management

  • Create new Projects V2 boards programmatically
  • Add issues and pull requests to projects with duplicate prevention
  • Update project status with automated progress summaries

Field Management

  • Set status, priority, effort, and sprint fields
  • Update custom date fields (start date, end date) for timeline tracking
  • Support for TEXT, DATE, NUMBER, ITERATION, and SINGLE_SELECT field types
  • Automatic field option creation for single-select fields

View Configuration

  • Automatically create project views (table, board, roadmap)
  • Configure view filters and visible fields
  • Support for swimlane grouping by custom fields

Campaign Integration

  • Automatic tracking label application
  • Project status updates with health indicators
  • Cross-repository project coordination
  • Worker/workflow field population for multi-agent campaigns

See the Safe Outputs reference for project field and view configuration.

ProjectOps complements GitHub’s built-in Projects automation with AI-powered intelligence:

  • Content-based routing - Analyze issue content to determine which project board and what priority (native automation only supports label/status triggers)
  • Multi-issue coordination - Add related issues/PRs to projects and apply consistent tracking labels
  • Dynamic field assignment - Set priority, effort, and custom fields based on AI analysis
  • Automated project creation - Create new project boards programmatically based on campaign needs
  • Status tracking - Generate automated progress summaries with health indicators

Create projects programmatically when launching campaigns to ensure consistent structure and field configuration. Use create-project with optional first issue to initialize tracking.

Use descriptive project names that clearly indicate purpose and scope. Prefer “Performance Optimization Q1 2026” over “Project 1”.

Leverage tracking labels (z_campaign_<id>) for grouping related work across issues and PRs, enabling campaign discovery.

Set meaningful field values like status, priority, and effort to enable effective filtering and sorting on boards.

Create custom views automatically using the views configuration in frontmatter for consistent board setup across campaigns.

Post regular status updates using create-project-status-update to keep stakeholders informed of campaign progress and health.

Combine with issue creation for initiative workflows that generate multiple tracked tasks automatically.

Update status progressively as work moves through stages (Todo → In Progress → In Review → Done).

Archive completed initiatives rather than deleting them to preserve historical context and learnings.

Permission Errors: Project operations require projects: write permission via a PAT. Default GITHUB_TOKEN lacks Projects v2 access.

Field Name Mismatches: Custom field names are case-sensitive. Use exact field names as defined in project settings. Field names are automatically normalized (e.g., story_points matches Story Points).

Token Scope: Default GITHUB_TOKEN cannot access Projects. Store a PAT with Projects permissions in GH_AW_PROJECT_GITHUB_TOKEN secret.

Project URL Format: Use full project URLs (e.g., https://github.com/orgs/myorg/projects/42), not project numbers alone.

Field Type Detection: Ensure field types match expected formats (dates as YYYY-MM-DD, numbers as integers, single-select as exact option values).