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PLANNY1: AI Project Agent for Daily Briefs & Task Updates

By Klient Inc.

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

No Ratings
Free  

Never requires payment

Agentforce ContentsAgentforce Contents
Actions: 11
Subagents: 11
Agents: 1
Industries
Horizontal Product
High Tech
Professional Services
Business Need
Productivity
Enterprise Resource Planning
Project Management
Requires
Agentforce
AppExchange Partner Products
Compatible With
Sales Cloud
Service Cloud
Revenue Cloud Subscription Management

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.

Highlights

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.

Provider Details

Klient Inc.
Montreal, Quebec, Canada
Social Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
Pledge 1%
Founded
2015
Website
Email
Phone
1-844-438-5769

The Professional Services Platform Trusted by the Fastest Growing Companies in the World. Klient provides next-generation professional services apps that are fast and easy to deploy and built 100% native on the Salesforce Platform. Klient is the modern PSA developed to build long-term customer relationships through improved customer experiences and better service delivery. Combining an intuitive UI, real-time visibility, and easy set-up, Klient is the first choice among high-growth businesses. Our software is powerful and flexible and scales to meet the needs of any business

Pricing Details

Free

You can fully use this solution without payment.

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