AI Workflows
AI Workflows
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.
01
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.
02
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.
03
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.