Features

Intelligence

Intelligence

AI Workflows

AI Workflows

Embedded AI for a first-mover advantage

Solve hundreds of real-world use cases by combining Planhat's leading automations with AI steps. Enrich and structure data, assist and guide team members, and bring out insights. Unlike any other AI tool, Planhat already has all the data, access control and workflows that are needed to create real value from AI, today.

AI Workflows

Embedded AI for a first-mover advantage

Solve hundreds of real-world use cases by combining Planhat's leading automations with AI steps. Enrich and structure data, assist and guide team members, and bring out insights. Unlike any other AI tool, Planhat already has all the data, access control and workflows that are needed to create real value from AI, today.

AI Workflows

Embedded AI for a first-mover advantage

Solve hundreds of real-world use cases by combining Planhat's leading automations with AI steps. Enrich and structure data, assist and guide team members, and bring out insights. Unlike any other AI tool, Planhat already has all the data, access control and workflows that are needed to create real value from AI, today.

AI Workflows

Embedded AI for a first-mover advantage

Solve hundreds of real-world use cases by combining Planhat's leading automations with AI steps. Enrich and structure data, assist and guide team members, and bring out insights. Unlike any other AI tool, Planhat already has all the data, access control and workflows that are needed to create real value from AI, today.

01

Supercharge Customer Insight with AI

Bring together real-time customer data and your enablement content — from Pages and Libraries — and apply AI to generate insight, spot trends, or trigger next steps automatically. Whether it’s surfacing risks, generating QBRs, or summarizing activity, AI Workflows ensure your teams act on the most up-to-date context.

01

Supercharge Customer Insight with AI

Bring together real-time customer data and your enablement content — from Pages and Libraries — and apply AI to generate insight, spot trends, or trigger next steps automatically. Whether it’s surfacing risks, generating QBRs, or summarizing activity, AI Workflows ensure your teams act on the most up-to-date context.

01

Supercharge Customer Insight with AI

Bring together real-time customer data and your enablement content — from Pages and Libraries — and apply AI to generate insight, spot trends, or trigger next steps automatically. Whether it’s surfacing risks, generating QBRs, or summarizing activity, AI Workflows ensure your teams act on the most up-to-date context.

01

Supercharge Customer Insight with AI

Bring together real-time customer data and your enablement content — from Pages and Libraries — and apply AI to generate insight, spot trends, or trigger next steps automatically. Whether it’s surfacing risks, generating QBRs, or summarizing activity, AI Workflows ensure your teams act on the most up-to-date context.

02

Build It Your Way

Design workflows as simple or as advanced as you need. With support for branching, delays, custom code, and webhooks, AI Workflows give you complete flexibility to automate high-impact processes that match your business logic.

02

Build It Your Way

Design workflows as simple or as advanced as you need. With support for branching, delays, custom code, and webhooks, AI Workflows give you complete flexibility to automate high-impact processes that match your business logic.

02

Build It Your Way

Design workflows as simple or as advanced as you need. With support for branching, delays, custom code, and webhooks, AI Workflows give you complete flexibility to automate high-impact processes that match your business logic.

02

Build It Your Way

Design workflows as simple or as advanced as you need. With support for branching, delays, custom code, and webhooks, AI Workflows give you complete flexibility to automate high-impact processes that match your business logic.

03

Get Started in Seconds

Launch powerful AI workflows without starting from scratch, from a growing library of pre-built templates — from account summaries to friction detection — and go live in just a few clicks. Customize the templates to update prompt or include specific data for your use case.

03

Get Started in Seconds

Launch powerful AI workflows without starting from scratch, from a growing library of pre-built templates — from account summaries to friction detection — and go live in just a few clicks. Customize the templates to update prompt or include specific data for your use case.

03

Get Started in Seconds

Launch powerful AI workflows without starting from scratch, from a growing library of pre-built templates — from account summaries to friction detection — and go live in just a few clicks. Customize the templates to update prompt or include specific data for your use case.

03

Get Started in Seconds

Launch powerful AI workflows without starting from scratch, from a growing library of pre-built templates — from account summaries to friction detection — and go live in just a few clicks. Customize the templates to update prompt or include specific data for your use case.

Get started

Get started

Power your every process.

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Project Management

Deliver projects on time and on margin—at scale

Project Management

Deliver projects on time and on margin—at scale

Project Management

Deliver projects on time and on margin—at scale

Deal Room

Improve win rate by engaging stakeholders earlier

Deal Room

Improve win rate by engaging stakeholders earlier

Deal Room

Improve win rate by engaging stakeholders earlier

Scaled CS

Serve the long tail of customers without eroding margins

Scaled CS

Serve the long tail of customers without eroding margins

Scaled CS

Serve the long tail of customers without eroding margins

Expansion

Grow NRR through targeted upsell & cross-sell

Expansion

Grow NRR through targeted upsell & cross-sell

Expansion

Grow NRR through targeted upsell & cross-sell

What's new

View Changelog

Smarter and more consistent AI Workflows with Structured Output and File Reading

1/9/26

Automations Run status and call summaries

12/11/25

Opus 4.5, Haiku 4.5, navigational ease for Documents and managing Automations

12/9/25

AI Workflow formatting, External ownership in Portals, and new Field Capabilities

11/21/25

User Types, Customise Automation Templates, and more

11/5/25

Improved Automations, Analyse Conversation Content and Take Action

10/17/25

Sonnet 4.5, better data exploration and smoother automation building

10/8/25

Configure Conversational AI

10/1/25

Upgrading Planhat AI Platform (AIP)

9/11/25

Automations, Upgraded

4/2/25

Live Collaboration, Object References

2/28/25

Smarter Workflows, Deeper Insights

2/4/25

AI Automations, Marketing Emails

11/1/24

What's new

View Changelog

Smarter and more consistent AI Workflows with Structured Output and File Reading

1/9/26

Automations Run status and call summaries

12/11/25

Opus 4.5, Haiku 4.5, navigational ease for Documents and managing Automations

12/9/25

AI Workflow formatting, External ownership in Portals, and new Field Capabilities

11/21/25

User Types, Customise Automation Templates, and more

11/5/25

Improved Automations, Analyse Conversation Content and Take Action

10/17/25

Sonnet 4.5, better data exploration and smoother automation building

10/8/25

Configure Conversational AI

10/1/25

Upgrading Planhat AI Platform (AIP)

9/11/25

Automations, Upgraded

4/2/25

Live Collaboration, Object References

2/28/25

Smarter Workflows, Deeper Insights

2/4/25

AI Automations, Marketing Emails

11/1/24

What's new

Changelog

Faster Bulk selection, improved Tables in Documents

Smarter and more consistent AI Workflows with Structured Output and File Reading

Portals, Customer Notifications and Extended Sessions

Automations Run status and call summaries

Opus 4.5, Haiku 4.5, navigational ease for Documents and managing Automations

AI Workflow formatting, External ownership in Portals, and new Field Capabilities

All-New Portals

User Types, Customise Automation Templates, and more

Run Automations with Buttons and Bulk-Actions (and more)

Improved Automations, Analyse Conversation Content and Take Action

Sonnet 4.5, better data exploration and smoother automation building

Configure Conversational AI

Portal and Automation Upgrades

Upgrading Planhat AI Platform (AIP)

Collaboration and Portal improvements

New integrations and enhanced collaboration

More Customer Processes, Better Views

Improved Global Search, Automations and Collaboration

Smoother Navigation, Profiles and Navigation

Automations, Upgraded

Faster and more Powerful Analytics

Live Collaboration, Object References

Smarter Workflows, Deeper Insights

Introducing Timesheets and Time-tracking

Collaboration in Docs, Hygiene in focus

AI Automations, Marketing Emails

What's new

Changelog

Faster Bulk selection, improved Tables in Documents

Smarter and more consistent AI Workflows with Structured Output and File Reading

Portals, Customer Notifications and Extended Sessions

Automations Run status and call summaries

Opus 4.5, Haiku 4.5, navigational ease for Documents and managing Automations

AI Workflow formatting, External ownership in Portals, and new Field Capabilities

All-New Portals

User Types, Customise Automation Templates, and more

Run Automations with Buttons and Bulk-Actions (and more)

Improved Automations, Analyse Conversation Content and Take Action

Sonnet 4.5, better data exploration and smoother automation building

Configure Conversational AI

Portal and Automation Upgrades

Upgrading Planhat AI Platform (AIP)

Collaboration and Portal improvements

New integrations and enhanced collaboration

More Customer Processes, Better Views

Improved Global Search, Automations and Collaboration

Smoother Navigation, Profiles and Navigation

Automations, Upgraded

Faster and more Powerful Analytics

Live Collaboration, Object References

Smarter Workflows, Deeper Insights

Introducing Timesheets and Time-tracking

Collaboration in Docs, Hygiene in focus

AI Automations, Marketing Emails

“Planhat's AI vision is pure brilliance”

Seth Warren

VP Strategic Operations

Hyperproof

“Planhat's AI vision is pure brilliance”

Seth Warren

VP Strategic Operations

Hyperproof

“Planhat's AI vision is pure brilliance”

Seth Warren

VP Strategic Operations

Hyperproof

Discover the full power of AI Workflows

Discover the full power of AI Workflows

Discover the full power of AI Workflows

Request a demo

Request a demo

Why Your Customer Collaboration is Broken

Planhat

Natalie Kwong

Why Your Customer Collaboration is Broken

Planhat

Natalie Kwong

The Rise of the Forward-Deployed CSM

Success Venture Partners

John Gleeson

The Rise of the Forward-Deployed CSM

Success Venture Partners

John Gleeson

Planhat's AI Platform Upgrade

Kaveh Rostampor

Planhat's AI Platform Upgrade

Kaveh Rostampor

Why Your Customer Collaboration is Broken

Planhat

Natalie Kwong

The Rise of the Forward-Deployed CSM

Success Venture Partners

John Gleeson

Planhat's AI Platform Upgrade

Kaveh Rostampor

How to Treat Your New Colleague—The LLM

Julia Sommarlund

Discover the full power of AI Workflows

Request a demo

Why Your Customer Collaboration is Broken

Planhat

Natalie Kwong

The Rise of the Forward-Deployed CSM

Success Venture Partners

John Gleeson

Planhat's AI Platform Upgrade

Kaveh Rostampor

planhat

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Pricing

Editorial

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Developers

RFP

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Industries

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IT Services

Connected Businesses

Healthcare

Financial Services

Business Services

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Customers

Enterprise

Mid-Market

SMB

Testimonials

Stories

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2026 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Security

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Industries

Software

IT Services

Connected Businesses

Healthcare

Financial Services

Business Services

Security

Impact

Customers

Enterprise

Mid-Market

SMB

Testimonials

Stories

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2026 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Security

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Industries

Software

IT Services

Connected Businesses

Healthcare

Financial Services

Business Services

Security

Impact

Customers

Enterprise

Mid-Market

SMB

Testimonials

Stories

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2026 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us