Fetching data from Portals [Early access]

Internal users can now fetch data directly into portals from data views. This makes sharing records faster and more efficient.

Improved UI for 'Get' steps in Automations

The interface for Get Steps in custom Automations has been improved, making it clearer and easier to use.

Activate Planhat AI in Settings > AI to get started.

Build AI workflows with "Use AI" step in Automations

A user-friendly AI step directly into your Automations to unlock LLM-powered workflows. Frontier models directly available via our AI Model Hub. Automate meeting admin, enrich data, monitor risk and health, and find portfolio insights - for the creative, use cases are endless.

AI Model Hub

Frontier models from OpenAI, Anthropic and Google directly available in Planhat (consuming AI credits). Or bring-your-own-LLM when your enterprise wants to manage the entire data lifecycle.

Access Documents in Automations

Automate document creation, like cross-portfolio risk analytics or feedback summaries, using AI. Moreover, reference your documents - like tone of voice or company strategy - in other AI Automations (eg, to prepare best next steps after a meeting).

Model Context Protocol (MCP) server for external agents [beta]

We’ve introduced a new MCP (Model Context Protocol) server for external agent-building, with access to all Planhat's context and tools. Read more about our MCP server in our Developer Docs.

Conversational AI: sentiment and classification

Understand the tone and intent of customer Conversations - emails, chats and calls - at a glance. Conversations can now be auto-classified, and analysed for sentiment, making it easier to identify trends, route Conversations to the correct team, and uncover actionable insights without manual work. Sentiment can be rolled up to company, user, and end-user level - to use in e.g. Health Scores, Automations and Reporting. 

Templated AI Automations

Start using AI Automations with one click. Choose between 10+ pre-built Automation templates to quickly deploy AI in your organisation, in a secure environment where all your data and action lives.

Portal Manager [Early Access]

A single control center for admins to see and manage all portals in one place. Quickly search, review access, and stay in control of customer-facing spaces.

Improved Portal content sharing [Early Access]

You can now distribute Portal content to where it's needed from anywhere. Move to specific company Portal, add to a Portal Template, or make generally available.

Planhat URLs as object references

Pasting a Planhat URL now converts it into an object reference. This makes it easier to keep content connected and navigate seamlessly across your workspace.

Transfer content ownership

You can now transfer ownership of content in Planhat. This makes it easier to hand over responsibility when teammates change roles or projects, while keeping everything organized and accessible.

Comment drafts

Drafts are now automatically saved when writing comments, so you can pick up where you left off without losing your work.

Improved empty states

Views with no data now show helpful text, action buttons, and a contextual link to the Help Center. This makes empty states easier to understand.

New integrations

You can now connect Planhat with Typeform, Gong, and Fathom. These integrations make it easier to bring customer data, calls, and insights directly into your workflows.

Projects, now everywhere

Run project-type Workflows on more business models - Opportunities, Assets, Objectives, Licenses, Invoices, Campaigns, Churn, Projects, Sales and Workspaces. Build templates and apply workflows for a range of different use cases: Deal pipeline, asset lifecycle management, overdue invoice processes or churn recovery.

Productivity across models

Create standalone Tasks or Notes directly on any record of a business model, keeping context anchored exactly where the work happens, even outside a Workflow.

Marketing Emails made frictionless, fast

Send one-off marketing emails like product updates and newsletters in Planhat with just six clicks. Each batch of marketing emails creates a Sendout, capturing content, audience insights and real-time metrics on opens, clicks, replies, bounces and unsubscribes. Compare results across Sendouts, iterate on messaging, and understand audience behavior.

Improved Pages experience

The new Page sidebar shows who created a page, who last edited it and when, number of Page visits and where it's referenced. A new aligned the top bar across the app provides a more consistent experience.

Board views, now clearer and cleaner

Board views have been updated with improved column counters and clearer tooltips, improving agile project management.

Upgraded Global Search

Planhat's enterprise search scans across all your database, from companies to projects to documents, and just got a big upgrade. Personalised ranking, improved fuzzy search, new keyboard shortcut, and better indexing performance. All leading to a faster, more reliable search with more relevant results.

Manually triggered Automations

Automations now have a "Manual action" trigger, so you can set up tons of productivity workflows for your team, embedded right where you work. Some use cases we're excited about: Create Opportunities/Issues from Emails, send an AI-generated account summary to Slack before an EBR, or create an invoice in another system directly from the license.

Document and Library Cover Photos

Add Cover Photos to your Documents and Libraries, either using our existing gallery or by uploading your own picture. Great for creating a highly branded Portal experience.

@-mention Teams

In addition to @-mentioning users or creating object references, you can now mention Teams (which sends a notification to each team member). One of many small steps to enabling better team collaboration in Planhat, across objects and documents.

Simplified Global Navigation

Clarify what is in each user's home workspace vs. what is global system configuration, and produce more space for actual work. New shortcuts to access global modules.

New shortcuts for better focus mode

Use , . ' to expand/collapse sidebars, allowing you to quickly focus in crowded spaces. For example, use when reviewing the EBR Presentation on the Company Profile or to zoom in to an analysis in Data Explorer.

New Full Profile Design

New Profiles make it even smoother to navigate through Planhat, as you never lose context. Move effortlessly between a list of your customers in onboardings, writing an account plan, to diving into projects or ticket analysis.

Full Page Comment/Chat feed

Comments now have a more prominent role, with more space, on profiles. This helps you collaborate with your team directly in the context of all your customer data, reducing the need to switch between systems to find out the latest.

Global Create Button

One-click creation from anywhere in Planhat using shortcut n or the create button in top-right.

Libraries one-stop-shop

All Libraries are now consolidated into the Content Explorer to have a single place for content access. Libraries are a way to important organise company content, like a wiki.

New Automations UI

Create automations using the new flowchart-based interface, which provides a clear visual overview of workflows. Configure complex automation logic with ease and gain better insight into every step of the execution.

Automations Branching

Take automations and AI automations to the next level with branching. Use branches of conditional logic to create powerful multi-step rule-based and AI automations, such as sentiment scoring incoming tickets and depending on sentiment notifying the right person.

Automations Wait Step

Our new Wait step enables full control of your Automation. To time your processes, the Wait step lets you pause an Automation for a specific amount of time (or to a specific date) before the next step runs.

Advanced filtering in Data Explorer

Data Explorer is the place for each user to quickly find answers and act on data. Advanced Filters, which include filter Groups and cross-object filters, means you now have more complete query abilities.

Create Page from Data Explorer

Most Data Explorer analyses will be temporary - you find your answer and then it’s naturally discarded. But some you may keep working with, and now you can with two-clicks save down your view as a Page and bring it into your workspace.

Apply, Create and Edit Global Filters in Data Explorer

Global Filters are the organisation’s common data definitions. Now anyone can bring them into Data Explorer to use for querying, and Admins can manage Global Filters interactively straight from their data view.

Widget “Slicers”

In reporting and analytics, looking at data over time is crucial, and the Date Slicers take that ability one step further. Slicers allow you to define a “date period variable” per widget that the dashboard viewer can use to time-travel across underlying datasets. An example is looking at how usage has developed over a quarter, but you want to give the viewer quick ability to flip between quarters to see development. Read more here.

Updated Live Collaboration

Data updates are captured in real time with a flash of colour in the cell or row that was updated, and a label telling you who did it. This makes your pages and documents come to life - not only is all of the data in one place, but the users are, too.

Object References in Documents

@mention any object in Planhat directly in your Documents (in addition to in Comments and Descriptions) to bring together collaboration with data, ultimately reducing the need to toggle between multiple systems.

Funnel widget

Analyse conversion of records through stages, be it Companies through Lifecycle stages, Opportunities through Sales stages, or processing of Support tickets. Understand the average time spent per stage, average step conversion, and cumulative conversion. Flip between timespans to understand development over time.

Field Rules

Use Field Rules to enforce data hygiene and build approval flows. Set fields to become mandatory or locked, subject to conditions on other fields, or properties of the actor. String together multiple rules to create approval flows, where users’ ability to move records through the process is conditional on the stage of the record and the user’s role.

Paths (new object relationship)

Standardised breadcrumb-style user experience for displaying object relationships, and a new backend model for relating objects (enabling future use cases).

Create Forms

Use custom create forms to focus the user on the field inputs that really matter. Now in a cleaner and more intuitive interface.

Utilization Widget for Services Delivery

Make informed resourcing decisions using the Utilization Widget. View utilisation data across team members and group insights by region or team to assess overall workload.

Timesheet Approval Flow

Streamline your timesheet processes with customisable approval flows. Tailor approval of submitted timesheets to organisational need, whether it’s a single-step approval or a multi-layered process.

New Time Entry model

A big share of customer work is billed, and many companies care more and more about operational efficiencies. We felt it's natural for the time tracked against customers and internal projects to live next to your other data and workflows, and so are now introducing the foundations of our new Service Delivery offering: time entries. A new model that lets you track time, attributed against any operational object (eg, project, task, asset), run reporting and analytics, and export for billing.

Timesheets

Coming along time entries is the ability to submit timesheets, in a newly designed Timesheet module. Purpose-built for minimal time spent on logging time, natively connected to your Google or Outlook calendar.

Libraries: expanded "Verified" concepts and a new "Library Manager" role

Libraries are where you manage your organisational knowledge base, which is powering GTM team enablement and AI Automations. Each content piece in a Library gets tagged as "Verified", and now so do Pages/Sections used in Home Templates. The new Library Manager workflow permission give enablement teams full freedom to manage the knowledge base.

Documents: Comments

An update that needs no further introduction. Documents are collaborative, and we've brought in Comments to make them even more so. Comments are real-time updated, drop straight into your central work management, and you mention any team member (and soon, any object in Planhat database).

Documents: Version History

Find previous version of your Document content and restore them when in need.

Page Auto-archiving

System hygiene is a critically underrated part of any enterprise application. Page auto-archiving means that Pages that are not part of any Section and have not been visited by anyone in 60 days become automatically archived, to keep your Content Explorer tidy. Archived Pages are easily findable and un-archived.

Background Jobs

A new service to process high-volume long-running jobs, like email syncs or bulk-create of thousands of records. Background Jobs are mostly operating in the background, meaning a more robust and resilient system, but admins can view current and historical task execution for better systems control.

New Shortcuts

Freshly introduced shortcuts across the application, focusing on core navigation and common workflows. Explore in the Help Menu in top bar. Access global modules, quickly create objects, and toggle between items in lists.

Unsubscribed and Bounce Rate to Marketing Emails

Ability to add unsubscribe link to marketing emails from Planhat, empowering an already strong email communication offering. Improved email analytics with Unsubscribe Rate and Bounce Rate (available for Sendgrid high-volume email campaigns), next to existing open/click/reply rates.

AI Automation Templates

Batch of AI Automation templates to quickly bring improved data enrichment into Planhat. Sentiment and categorisation of NPS and tickets, embedded company SWOT analysis, and summarisation of enduser conversations. All helping you focus, with less work.

Dynamic Assignment

Many customer workflows rely on pooled resources where you want to dynamically assign ownership by some rules and criteria. Three new dynamic assignment automations allow you to do this, assigning things like tasks to project managers, customers to Pooled CS or incoming prospects to AEs.

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