Automations

Minimize workload while maximizing impact

Minimize workload while maximizing impact

Minimize workload while maximizing impact

Streamline your work by automating routine actions and data processes, allowing your team to focus on strategic initivates. Our powerful automations execute in real-time with dynamic triggers.

Highlights
  • No-code editor with over 100 templated automations for common processes

  • Notify, integrate, create or update data based on flexible event triggers

  • Dynamically assign tasks or accounts to balance workload

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.