Features

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

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.

Supercharge Customer Insight with AI

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.

Build It Your Way

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

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

Analyze and Extract Information from Files in Automations

2/27/26

Introducing OpenAI GPT-5.2 in Automations

2/17/26

Smarter, 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

Use Salesforce Query to set up advanced syncs

Set parent objects in Automation Create and Update steps

Time-boxed Tasks

SCIM 2.0 Provisioning

Analyze and Extract Information from Files in Automations

Domain-Wide Delegation of Email Data for Google Workspace and Microsoft

Introducing OpenAI GPT-5.2 in Automations

Introducing Planhat Labs

Improved Formatting of Fields Synced with Salesforce

Ratio Widgets for Time Series

Trigger Automations with Comments

Improved Tables in Docs

What's new

Changelog

Use Salesforce Query to set up advanced syncs

Set parent objects in Automation Create and Update steps

Time-boxed Tasks

SCIM 2.0 Provisioning

Analyze and Extract Information from Files in Automations

Domain-Wide Delegation of Email Data for Google Workspace and Microsoft

Introducing OpenAI GPT-5.2 in Automations

Introducing Planhat Labs

Improved Formatting of Fields Synced with Salesforce

Ratio Widgets for Time Series

Trigger Automations with Comments

Improved Tables in Docs

“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

FAQ

How do AI Workflows differ from standard rule-based automations?

What gives Planhat's AI Workflows better context than a standalone AI tool?

How do AI Workflows help account managers handle larger portfolios without losing quality?

How do AI Workflows enable proactive intervention before a customer shows visible signs of risk?

How does Planhat ensure enterprise-grade data security and governance in AI Workflows?

More in Intelligence

Explore Full Capability

Conversational AI

AI-powered insights from every message

Conversational AI

AI-powered insights from every message

AI Model Hub

AI built for choice and control

AI Model Hub

AI built for choice and control

Writing Assistant

Faster, better, easier writing

Writing Assistant

Faster, better, easier writing

MCP Server

Secure, real-time access to data with LLMs

MCP Server

Secure, real-time access to data with LLMs

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Customers

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Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

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

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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.

Status

Cookie Policy

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.

Status

Cookie Policy

AI Workflows

Embedded AI for a first-mover advantage

Embedded AI for a first-mover advantage

Supercharge Customer Insight with AI

Supercharge Customer Insight with AI

Build It Your Way

Build It Your Way

Get Started in Seconds

Power your every process.

Sales Pipeline Management

Revenue Forecasting

Project Management

Deal Room

Scaled CS

Expansion

What's new

Discover the full power of AI Workflows

Discover the full power of AI Workflows

Discover the full power of AI Workflows

Why Your Customer Collaboration is Broken

Why Your Customer Collaboration is Broken

The Rise of the Forward-Deployed CSM

The Rise of the Forward-Deployed CSM

Planhat's AI Platform Upgrade

Planhat's AI Platform Upgrade

Why Your Customer Collaboration is Broken

The Rise of the Forward-Deployed CSM

Planhat's AI Platform Upgrade

How to Treat Your New Colleague—The LLM

FAQ

FAQ

FAQ

More in Intelligence

More in Intelligence

Conversational AI

AI Model Hub

Writing Assistant

MCP Server

Request a demo

Meet your new system of action

Request a demo

Meet your new system of action

Request a demo

Meet your new system of action

Know them. Grow them.

Know them. Grow them.