What Socratic's agentic PM actually does

This post walks through the same use cases shown in the video and shows how Socratic's agentic project management turns "let's huddle" into "done."

TL;DR

• Estimate time to deliver new work from a plain-English prompt using historicals and Monte Carlo simulation (1,000 runs).
• Hit a date by quantifying the only two levers that matter: scope vs. people.
• Get real status (forecast, momentum, blocks, resource contention) without Slack archaeology.
• Track org health—cycle time, throughput, and flow efficiency—trended over time.
• See where time (and dollars) actually went—great for software capitalization and budget clarity.
• Let the agent surface risk (late and idle work) before it surprises you.

1) Probabilistic delivery forecasts from a single prompt

The problem: A new body of work lands, and the calendar suddenly becomes a group project.

With Socratic: You describe the scope in normal language:

• Epics with T-shirt sizes (S/M/L/XL)
• Which team owns each epic (Socratic already knows who's on each team)
• Any dependencies
• Where in Jira this work will live

The agent ingests that context, looks at historical actuals by person/team/work type plus current capacity, and runs a Monte Carlo simulation (up to 1,000 model runs). You get a realistic range—early, mid, late—and a clear visual (Gantt-style when multiple bodies of work are involved). If you've defined dependencies, they're drawn.

Why it matters: You're no longer debating vibes. You're aligning on probability.

2) "What would it take to ship by X?"—answered, not argued

There are only two levers: add people or reduce scope. The agent quantifies both against a target date you provide.

• "Cut 3 tasks from Epic B"
• "Add 1 FE and 0.5 BE capacity for 3 weeks"

You get specific, data-backed options—not a vague "work harder." A debate that would burn days is now a five-minute decision.

3) True status on any body of work

Ask: "What's the status of Optimized Connection & Onboarding?" (Epic, release, initiative—your choice.)

The agent returns:

• Forecast (same modeling as above, but using actual scope, assignments, and capacity today)
• Momentum (are we speeding up or slowing down?)
• Resource contention (who's over-subscribed)
• Blocks (issues currently blocked)

No spelunking in Jira. No 30-message Slack thread. Just the state of play.

4) Org health on tap: cycle time, throughput, efficiency

Leaders need two kinds of answers: "How's the work?" and "How are we working?" Ask, for example:

"Show productivity by team for the last quarter."

You'll see:

• Cycle time, trended (quarter over quarter, or monthly/weekly if you prefer)
• Correlatives: throughput and efficiency (Socratic's view of how smoothly work flows versus stalls and thrash)

Filter to compare teams (e.g., Frontend vs. GTM Platform) and spot patterns that retros never even see.

5) Where the time—and money—actually went

Ask: "How much time did we spend on work labeled customer this quarter?"

You'll get:

• Time allocation for the period, plus a trend line
• Optional labor cost conversion if you've mapped rates in Socratic

This is especially useful for software capitalization and for product/finance to reconcile narrative with spend.

6) Proactive risk radar

As a leader you're always hunting, What's at risk? Make it the agent's job.

• Late-risk: work unlikely to meet the date we've promised
• Idle-risk: work that's simply gone quiet

You see the list before it becomes a surprise on the steering call.

Why this approach works

• Historicals over heuristics. We ground forecasts in how your people and teams actually deliver.
• Minutes, not meetings. Every answer is available as a direct question to the agent—no ceremony required.
• Using AI to unlock the human. Make data spelunking the machine's problem. Free people for things only people can do: coaching teams, talking with stakeholders, planning for the future.

A sampling of prompts you can use today

• "Forecast these three epics (S/M/L), owned by Payments and Core, in Jira project ABC."
• "What would it take to hit September 5?"
• "What's the status of the Onboarding 2.0 epic?"
• "Show productivity by team last quarter."
• "Time and cost on tickets labeled customer YTD."
• "What's at risk?"

The payoff

Socratic removes the need to micromanage by meeting. You ask. The agent answers—with the data you already produce just by doing the work.

Want to see it with your data? Connect your Jira, ask your first question, and let the agent do the rest.