What does PLANNY1 do?

PLANNY1 manages your Klient PSA projects in plain language — it updates tasks, dates, status, and priorities and creates new tasks, all with your approval. It also surfaces risks, milestones, and what to prioritize.

How much does PLANNY1 cost?

PLANNY1 costs $1,000 USD one-time per company. Execution consumes Salesforce Flex Credits.

Does PLANNY1 modify Salesforce records?

Yes. PLANNY1 updates and creates Klient PSA records — tasks, dates, status, and priorities — but only after you approve each change. Every edit is logged and reversible.

Does PLANNY1 require Salesforce Agentforce?

Yes. PLANNY1 requires Salesforce Agentforce and Salesforce Flex Credits. You also need Klient PSA installed in your org.

When does PLANNY1 run?

PLANNY1 runs every morning, every night, and on demand when you ask it for a project brief. You can also schedule it to run at custom intervals.

Klient PSA · Agent Catalog

PLANNY 1AI Project Management Agent for Salesforce

Project managers spend up to 60 minutes a day rebuilding context they already had — piecing it back together throughout the day. PLANNY delivers it automatically, so the rebuilding never starts.

Know where every project stands.
Morning. Night. On demand.

PLANNY1 is an AI project management agent for Salesforce — powered by Agentforce and built into Klient PSA. It reads your projects, SPI/CPI/RPI Snap metrics, task dependencies, and resource assignments, then delivers prioritized, actionable briefs every morning and night, plus on demand whenever you ask. For project managers and every team member on the project.

☀️ Morning brief 🌙 Night recap 📅 Week ahead 💬 On demand 👁️ You Review — You Approve $1,000 · One-time Powered by Agentforce

▶ See PLANNY1 in action

Morning brief

Every morning, PLANNY1 delivers a briefing of what needs your attention across your projects — so you never rebuild context from scratch.

See PLANNY1 run on your own projects

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10%

Of PS organizations deliver 90%+ of projects on time

SPI Research PS Maturity Benchmark, Feb 2025

11.3%

Of PS projects currently overrun

SPI Research PS Maturity Benchmark, Feb 2025

9.8%

PS firm EBITDA in 2024 — historic low in 5 years

SPI Research PS Maturity Benchmark, Feb 2025

73.4%

Of PS projects delivered on time — down 3 years running

SPI Research PS Maturity Benchmark, Feb 2025

Why it matters

What Does PLANNY1 Actually Deliver for Your Business?

Conservative outcomes based on industry research — not vendor claims.

10%

Of PS firms deliver 90%+ of projects on time

Only 1 in 10 professional services organizations consistently delivers 90% or more of their projects on time. The other 90% are flying without the daily visibility they need. PLANNY delivers that visibility — automatically, every morning and every night.

→ PLANNY delivers full portfolio visibility twice a day — automatically, to every PM.

Source: SPI Research PS Maturity Benchmark, Feb 2025 firms

9.8%

EBITDA — a historic low for PS firms

PS firm profitability hit its lowest point in five years in 2024. EBITDA dropped to 9.8% — down from 15.4% in 2023. On-time delivery declined for three straight years. The firms that recover first will be the ones with daily visibility into every project.

→ PLANNY surfaces declining SPI/CPI before the overrun is locked in.

Source: SPI Research 2025 PS Maturity Benchmark, Feb 2025 firms

11.3%

Of PS projects currently overrun

Every overrun started as an unactioned risk. PLANNY surfaces those risks before they compound — flagging slipping tasks, blocked dependencies, overloaded resources, and open issues with no owner. Risk mitigation starts with knowing what to watch.

→ PLANNY names the risk, names the owner, and flags it before it's a problem you can't fix.

Source: SPI Research 2025 PS Maturity Benchmark, Feb 2025 firms

73.4%

On-time delivery — down 3 years running

PS on-time delivery dropped from 80.2% in 2021 to 73.4% in 2024 — a three-year slide. Late projects mean write-offs, client friction, and delayed revenue recognition. PLANNY flags risk at the task level before it becomes a project-level problem.

→ PLANNY catches the task-level slip before it becomes a project-level miss.

Source: SPI Research PS Maturity Benchmark, Feb 2025 firms

The bottom line

11.3% of PS projects exceeded budget in 2024 — up from 9.6% in 2023.
EBITDA at a 5-year low — down to 9.8%.
Only 1 in 10 PS firms delivers 90%+ of projects on time.

Visibility doesn't fail at the portfolio level. It fails throughout the day when no one knows which project is about to slip.

PLANNY delivers the brief before you even open your laptop.

Industry research cited above is drawn from independent and vendor-sponsored studies. Numbers reflect averages across PS organizations — individual results vary by firm size, project complexity, and existing tooling maturity.

How it works

6 Actions. Two Automatic. Three On Demand. You Decide.

6 actions. Two automatic. Three on demand. Every brief in your inbox, Slack, or Agentforce chat — no login required. You review. You approve.

☀️Morningbrief → 🌙Nightrecap → 💬On demandany time → 🎯Priority listranked → 📅Weekahead → 👁️You reviewYou approve

☀️ Morning Brief — every day, before you start

Sent automatically before the day starts. Every active project, ranked by risk. PLANNY doesn't say "Project Acme has issues" — it says "Sync with Shiri PM to confirm or close 19 overdue tasks." Specific actions, not observations.

☀️ PLANNY Morning Brief — Mar 18, 2026 · 08:00

4 projects need attention · 24 overdue · 13 critical (30d+)

19 overdue owned by Shiri PM — one follow-up resolves most

🔴 K - SF Acme Onboarding

SPI 0.01 — requires rebaseline · CPI 456.74

🟡 Project Solstice · 6 overdue

Define report structure — 73d overdue · blocking client review

⚡ Sync with Shiri PM — confirm or close 19 tasks

⚡ Rebaseline Acme — SPI 0.01 not recoverable without replan

🌙 Night Recap — every day, before you close

Close the day knowing exactly where things stand. What got done, what's still at risk, what to watch overnight. No log-in needed — it arrives before you shut your laptop.

🌙 PLANNY Night Brief — Mar 18, 2026 · 18:00

✅ 8 tasks completed · 3 milestones moved

1 project still at risk · 6 overdue remain

🔴 K - SF Acme Onboarding

⚠️ SPI 0.74 — 3 weeks behind · go-live at risk

Ask PLANNY: "watch overnight" · "week ahead"

💬 On-Demand Recap — any time, any channel

Ask "morning report?" in Slack or Agentforce chat and get the same brief instantly — regardless of what time it is. PLANNY responds in seconds with a fresh read of the current project state.

💬 Slack — #planny-bot

Roxannemorning report?

PLANNY☀️ 4 projects need attention · 24 overdue · 13 critical

🔴 Acme SPI declining · Shiri PM owns 19 overdue

⚡ 2 actions waiting for you

1. Sync with Shiri PM — confirm or close 19 overdue

2. Acme go-live at risk — SPI 0.74, no recovery plan

Try: "show overdue tasks" · "what should I fix first?"

🎯 Priority List — what to do right now

Ask "what should I fix first?" and PLANNY returns a ranked action list across all projects — ordered by urgency and downstream impact. Not what's most overdue. What matters most.

💬 Slack — #planny-bot

Roxannewhat should I fix first?

PLANNY⚡ Actions — right now

1. Sync with Shiri PM — confirm or close 19 overdue tasks

2. Acme go-live at risk — SPI 0.74, 3 weeks behind

📅 Week Ahead — 7 days across all projects

Ask "week ahead" and get every milestone, deadline, and resource commitment due in the next 7 days. Across all projects. Before the week surprises you.

💬 Slack — #planny-bot

Roxanneweek ahead

PLANNY📅 Next 7 days

Acme · UAT milestone — due in 3d

2 tasks still open · owner: Sarah

Solstice · Client review — due in 5d

Report structure overdue · blocking

👁️ You Review — You Approve

Every Klient AI agent operates under a single principle: humans lead, agents deliver. PLANNY surfaces the brief — you decide what to act on. No data is changed. No action is taken on your behalf. Every output waits for your review before anything moves.

The Klient AI Contract

🔒

Bounded by your instructions

Every agent operates within the rules, roles, and permissions you set in Klient PSA. Nothing outside your defined scope.

✅

Nothing ships without your approval

Agents prepare, draft, and surface. You review and approve. The outcome is always yours to confirm.

🏠

Secured on Salesforce

Built on Salesforce Agentforce — the platform your org already trusts. Your data never leaves your org.

Humans lead. Agents deliver.
That's Autonomous Project Delivery — and it starts with you in control.

What PLANNY1 reads

Klient PSA projects, tasks, owners, due dates, estimated % complete
SPI / CPI / RPI Snap metrics (yesterday + 7d + 30d)
Task dependencies & ownership
Resource assignments across projects

Delivers

Morning brief — email or Slack
Night recap — email or Slack
On-demand recap — Slack or chat
Priority list — ranked by urgency
Week ahead — next 7 days
You review · You approve

What you need to run it

Klient PSARequired

Salesforce AgentforceRequired

Salesforce Flex CreditsRequired

⚡ Scheduled SnapRecommended

Org email allowanceRecommended

SlackRecommended

PLANNY1 — AI project management agent for Klient PSA on Salesforce

How Flex Credits work with PLANNY1

You buy Flex Credits directly from Salesforce. PLANNY consumes them when it acts — you only pay when a brief is delivered. One execution = one brief delivered to one recipient.

One execution =One brief · one recipient

10 users · 2 briefs/day~400 credits/day

On-demand chat reply~20 credits per reply

Who buysYou — from Salesforce

Flex Credit consumption is an estimate. Actual usage varies by org configuration and Agentforce version. Confirm current rates with Salesforce — pricing is governed by your Salesforce agreement.

PLANNY1 · One-time license

$1,000

Plus Flex Credits from Salesforce

No subscription

Book a Demo →

Is PLANNY1 Safe to Run in My Salesforce Org?

PLANNY1 reads Klient PSA project data — it never writes, modifies, or deletes any record. Your data never leaves your Salesforce org.

Human always in control

PLANNY proposes every change; you approve it. Nothing is written to Salesforce until you confirm, and every edit is logged.

100% Salesforce native

Your data never leaves your org. No external APIs, no sync, no third-party storage.

Built on Salesforce Agentforce — the same platform your org already trusts.

Ships complete. Stays complete.

PLANNY1 does exactly what's described on this page — today and a year from now. No forced updates. No feature drift. What you buy is what you get, forever.

Common Questions About PLANNY1

Can PLANNY1 change or update my project data?

PLANNY1 reads your Klient PSA project data — tasks, owners, SPI/CPI metrics, due dates — and updates tasks, dates, status, and priorities or creates new tasks on your instruction. Every change waits for your approval and is logged, so you stay fully in control of your project data.

Does PLANNY1 work if I don't use Snap metrics?

Without Snap, PLANNY1 still delivers full task-based briefs — overdue alerts, dependency cascade warnings, priority lists, team member briefs, and on-demand chat. What requires Snap: the SPI/CPI/RPI trend detection, portfolio health scoring, and the "projects going red" narrative in the morning brief. If Snap is not active, those sections of the brief won't fire. Snap is a Klient PSA feature — your admin can activate it independently of purchasing PLANNY. How to set up Snap →

Do team members see all projects or only theirs?

The distinction is project ownership. If you own projects, PLANNY gives you the full portfolio view — health scores, overdue cascade, blocking dependencies across all active projects. If you are a team member with no project ownership, PLANNY delivers your personal brief only: your priority list, your overdue tasks, and your upcoming deadlines. No portfolio features, no other people's work.

Is PLANNY1 a subscription or a one-time purchase?

One-time. You pay $1,000 USD once to license PLANNY1. The only ongoing cost is the Salesforce Flex Credits it consumes — approximately 20 credits per brief per recipient. One execution = one brief delivered to one person. A team of 10 receiving morning and night briefs consumes ~400 credits per day. On-demand chat replies each consume ~20 credits. Credits are purchased directly from Salesforce. Confirm current rates with Salesforce — pricing is governed by your Salesforce agreement.

What should I set up in Klient PSA to get the most value from PLANNY1?

Three things unlock PLANNY1's full intelligence. First, task scheduling — every task should have a due date and an assigned owner so PLANNY can flag what is overdue and who owns the risk. Second, time logging — logged hours feed the CPI calculation that drives budget health alerts. Third, task dependencies — PLANNY uses dependency data to surface blocking relationships and warn when an overdue task is delaying downstream work. The Snap object and Scheduled Snap are required for SPI/CPI/RPI trend detection. Without them, PLANNY still delivers task-based briefs but cannot provide portfolio health scoring.

Does PLANNY1 work with Slack?

Yes — Slack is a recommended delivery channel. PLANNY can send morning briefs, night recaps, and week-ahead summaries directly to a Slack channel. You can also trigger on-demand reports by messaging PLANNY in Slack: type "morning report?" and get a fresh brief in seconds. Slack requires the Salesforce for Slack app to be installed and connected to your org. Without Slack, PLANNY delivers via email and Agentforce chat.

What is the difference between PLANNY1 and a Klient PSA dashboard or report?

Dashboards and reports are pull tools — you navigate to them, apply filters, and read what you find. PLANNY1 is a push tool — it delivers a synthesized, prioritized brief to you on a schedule and on demand. The key difference is not the data — it is that PLANNY translates data into specific next actions, ranking them by urgency and impact so you know exactly what to do without having to interpret the numbers yourself. Learn how to set up Snap Workspace →

Your projects brief themselves now.

Every morning. Every night. On demand. PLANNY1 is live — $1,000, one-time, day-one delivery.

Book a Demo →