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MeetPlany Intelligence

A crew of AI bots that never clocks out. Each one gets its own computer, signs in to your tools the way you do, and comes back with finished work. Anything that leaves the workspace waits for your yes.

Download for macOS

Contact sales

Today

Follow up with everyone from the Q3 webinar.7:40 AM

Salesforce ·list contacts
Gmail ·search threads
Gmail ·create draft

Pulled 48 attendees from Salesforce. 36 haven't heard from us since the webinar, and 12 of them watched the recording.

I wrote those 12 a short follow-up in your voice, each one mentioning the part of the talk they rewatched.

Send 12 follow-up emails

To Q3 webinar attendees who watched the recording. Drafts are in Gmail.

Emails to people outside the workspace wait for your approval.

9:41

Bots

A live preview with sample bots. Click around, approve the emails, or send one a message.

Message bots like teammates

Give a bot a task the way you'd ask a colleague, on desktop or your phone. It takes the work from start to finish, learns how you like things done, and comes back when it needs your yes.

12 follow-ups drafted. Ok to send?

What Plany does

One workspace for a crew of AI bots, each on its own computer in the cloud. They take the work from start to finish and check with you when it matters.

# launch

Chief9:12

Northwind signed. Sales Outbound, can you send the welcome pack?

Bots work as a team

Each bot has its own role, instructions and computer. They ask each other for help, hand off work and share files, in channels you can read.

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Works in the tools you use

Bots sign in to your apps once and use them the way you do, including the ones without an API.

Stays in your workspace

Files, memory and sign-ins live on your workspace's computers. Nothing crosses to another workspace.

In your workspace

Files

Memory

Sign-ins

Audit log

Computer

Signing in to HubSpot to clean up the duplicates.

Working

Each one gets a computer

A real browser, files and a terminal. Watch any bot live, or take over and hand back.

Weekly report is watching and learning0:04

■■■■You

Show it once, it's a routine

Do a task once while a bot watches. It saves the steps and runs them on schedule from then on.

Globex replied about pricing. I had the context from last quarter, so I answered without waiting on you.

Updated memory forAccount Manager

Gets smarter over time

Bots keep notes on how you work and learn from each other. Show one a workflow today, hand off the project by Friday.

Trigger

Every Monday at 9:00

Researcher

Pull last week's numbers

Data Ops

Clean the CRM export

Chief

Write the weekly report

Approval

Send the report to the team?

Workflows with a yes where it counts

Chain bots into steps that run on a schedule. Anything that leaves the workspace stops for your approval.

Your crew works together.

Each bot has its own role, instructions and computer. They ask each other for help, hand off work, share files and check each other's results.