How it works

How PlancyAI works

Show the end-to-end experience — connect → generate → review → publish — with enough detail to feel real and safe.

Example

A concrete example

A sanitized Daily Execution Pulse.

Changed

"Checkout latency" moved to Blocked (evidence: ticket + last update)

Risk

"Payment rollout" likely to slip this week (evidence: dependency + due date)

Ask

Confirm API access by tomorrow (owner + due date)

Next

Your "My Next 3" for the next work block (with context links)

Publish

8 proposed line items ready to post (status/ETA/blocker/asks) — keep, edit, or remove

Pulse screenshot with evidence links
Step 1

Connect the system-of-record

Permission mirroring

  • Connect Jira/Confluence using your own account (permission mirroring).
  • PlancyAI can only see and do what you can — nothing more.
  • For pilots, you don't need to "replace Jira" or migrate anything. Jira stays the system-of-record.
Step 1 screenshot
Step 2

PlancyAI builds a truthful picture

Evidence + uncertainty

  • PlancyAI reads the facts already in Jira: status changes, comments, due dates, blockers, and linked decisions.
  • Each pulse line includes evidence links so you can verify fast.
  • If something is unclear, PlancyAI shows uncertainty and asks the smallest question instead of guessing.
Step 2 screenshot
Step 3

You publish facts with line-item control

Fast review

  • Every proposed update is split into one fact per line.
  • Keep it, edit it in natural language, or swipe it away.
  • PlancyAI publishes what's approved and keeps the tracker readable (current status + archived history).

Where it writes (early pilots): Most writes are Jira comments, plus status/ETA/due date changes when approved. Anything beyond that is always explicit, reviewed, and permission-bound.

Step 3 screenshot

Daily

The daily loop

Daily Execution Pulse

What changed, what's at risk, what needs attention, what you should do next.

Inbound triage

When someone asks "what's the status?", PlancyAI prepares the context and a publishable response.

Proactive check-ins

PlancyAI asks tiny questions only when needed to keep truthfulness high.

Weekly

The weekly loop

Weekly Execution Pulse: exec-ready brief, risk radar, decisions needed, asks, next-week plan — all evidence-backed.

Weekly brief mock

Ready to see it in action?

Try PlancyAI on one project with a 2–4 week pilot.

Request a pilot