Features

Governance

Global Templates

Global Templates

Get started with best-practices in minutes

Planhat combines deep flexibility with countless templates across Pages, Sections, Automations, Notifications and more to ensure you can get started quickly for your use case.

Global Templates

Get started with best-practices in minutes

Planhat combines deep flexibility with countless templates across Pages, Sections, Automations, Notifications and more to ensure you can get started quickly for your use case.

What's new

View Changelog

Automations Run status and call summaries

12/11/25

Configure Conversational AI

10/1/25

Upgrading Planhat AI Platform (AIP)

9/11/25

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

Discover the full power of Global Templates

FAQ

What are Global Templates and how do they work in practice?

How do Global Templates enable consistent execution across a large, distributed team?

How do Global Templates allow best practices to spread across the organisation quickly?

How do Global Templates make customer data more comparable and useful for analysis?

How do Global Templates satisfy enterprise governance and compliance requirements?

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Centralized authentication for secure access

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Centralized authentication for secure access

System Hygiene

Keeping Planhat tidy behind the scenes

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Developer Extensibility

Safe customization within your environment

Developer Extensibility

Safe customization within your environment

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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

Global Templates

Get started with best-practices in minutes

Get started with best-practices in minutes

What's new

Discover the full power of Global Templates

Discover the full power of Global Templates

Discover the full power of Global Templates

Delivering Customer Outcomes with a Value Framework

Delivering Customer Outcomes with a Value Framework

How to Design CS for a Mature Organization

How to Design CS for a Mature Organization

Automating Customer Collateral with Success Software

Automating Customer Collateral with Success Software

Delivering Customer Outcomes with a Value Framework

How to Design CS for a Mature Organization

Automating Customer Collateral with Success Software

Planhat Power Users: Tell Stories with Data

FAQ

FAQ

FAQ

More in Governance

More in Governance

Audit & Logs

Access & Action Control

Authentication & Identity

System Hygiene

Developer Extensibility

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.