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PLANNY1: AI Project Agent for Daily Briefs & Task Updates

Get briefed with actionable project insight — and update tasks by prompt.

Overview

PLANNY1 reads your live Klient PSA data and delivers a daily project brief; overdue tasks, slipping SPI, blocked dependencies, ranked with the next action attached. When authorized, it updates tasks and creates projects on your behalf, all audit-trailed.

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  • 1. DAILY PROJECT BRIEFS, RANKED BY URGENCY Every morning at 8 AM, PLANNY 1 reads your live Klient PSA data and delivers a brief ranked by urgency — overdue tasks, slipping SPI, blocked dependencies. Portfolio for PMs, scoped for teams.

  • 2. NIGHT RECAP AND WEEK AHEAD At 6 PM, PLANNY 1 wraps the day — what moved, what didn't, what carries risk into tomorrow. Ask for the week ahead and get the next 7 days: milestones due, deadlines approaching, resources committed.

  • 3. ON-DEMAND DRILL-IN IN SLACK OR CHAT PLANNY 1 isn't a static dashboard. After the brief, follow up in plain English: who owns the slip, who's logged time this week, what's blocking the milestone. Live answers from your Klient PSA data.

  • 4. UPDATE TASKS BY PROMPT When authorized, PLANNY 1 acts on your behalf. Close tasks already completed. Add the follow-up from this morning's standup. Create the next-phase project. Every write scoped by your permission set.

  • 5. SALESFORCE AUDIT TRAIL, ATTRIBUTED TO YOU Every PLANNY 1 write is logged in the Salesforce audit trail and attributed to the user who triggered it — not the agent. Sharing rules, profile restrictions, and field-level security all apply.

  • 6. AGENTFORCE-NATIVE. ZERO INTEGRATION PLANNY 1 is a Salesforce Agentforce agent. Your data never leaves your org. No external APIs, no third-party storage. Install once, configure the permission set, run. Ongoing cost is Salesforce FlexCredit.

  • ONE-TIME PROVISIONING. NO SUBSCRIPTION. $1,000 USD one-time provisioning fee. No subscription. Ongoing usage runs on Salesforce Flex Credits.

PLANNY 1 is the AI project agent for Klient PSA. Get briefed every morning. Update tasks by prompt. All inside Salesforce. Project managers and team members use PLANNY 1 to know what's slipping before the week forces the discovery. PLANNY 1 reads your live Klient PSA data — overdue tasks, slipping SPI, blocked dependencies, idle owners — and delivers a ranked brief every morning. Ask follow-up questions in Slack or chat. When authorized, PLANNY 1 also acts: close tasks, add tasks, create projects — on your behalf, attributed to you in the Salesforce audit trail. What you get with PLANNY 1: DAILY PROJECT BRIEFS. Every active project, ranked by urgency. Morning brief at 8 AM. Night recap at 6 PM. Week-ahead summary on demand. Same engine, two scopes — PMs see the portfolio, team members see their own work. ON-DEMAND DRILL-IN. Ask PLANNY 1 anything in Slack or chat. Who owns the slip. Who's logged time this week. What's blocking the milestone. Conversational, not a dashboard. ACTIONS, NOT JUST ANSWERS. Change task status. Add tasks. Create projects. Every write scoped by your permission set, logged in the Salesforce audit trail, attributed to the user who triggered it.

Categories

Business Needs
Productivity
Enterprise Resource Planning
Project Management
Industries
Horizontal Product
High Tech
Professional Services
Personas
Business Operations Manager
Consultant
Executive
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package

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