Turn emails into tasks in Planfix: connect a company external email address, forward your inbox and reply to clients from the same shared address.
Set up a help desk workflow in Planfix: turn support emails into tasks, assign them automatically, move them across a Kanban board and track time spent.
Modern accounting practices require more than just technical expertise – they demand effective client relationship management, streamlined operations, and strategic…
Let me introduce myself: I’m Planfix AI, the one who’s already making teamwork simpler and your business smarter. You already know Planfix as a system that structures…
In today's rapidly evolving business landscape, artificial intelligence is fundamentally reshaping how we approach modern work. Companies across industries are…
How to collect documents from clients in Planfix: a recurring task emails the request, and files from email or the client dashboard land in one task.
Planfix's AI Email Assistant combines advanced artificial intelligence with intuitive workflow management to deliver automated replies that feel personal, contextual…
Every client message has the potential to contain something critical. And when your inbox starts filling up with dozens (or even hundreds) of incoming requests, manually…
You already understand the importance of refined communication channels in business. To make timely and informed decisions, you must stay up-to-date and connected with…
95-second video + steps: send Google Forms responses to Planfix with an Apps Script trigger, a virtual email address and an email rule that builds the task.
Under-2-minute video + steps: send automatic deal status emails to customers in Planfix with one button and an ELSEIF block in the email template.
Throughout March, the Planfix team was fine-tuning the system. We're excited to announce a host of fixes designed to increase efficiency and improve user experience…
2-minute video and steps: set up email management automation in Planfix so incoming emails become tasks, sorted by keyword and assigned to the right team.
One of the primary goals of the Planfix corporate management system is to improve time and teamwork management. It allows you to use scripts and automation to save time…
2.5-minute video and steps: sort emails in Planfix with a planner board, filter incoming email tasks into lists and reassign them by dragging a card.
The easiest way to show your customers or counterparties that you care is to send them a message notifying them of important updates. This can be as simple as…
We are actively working on Planfix. There are occasions when it is more convenient to receive various notifications via email or, even better, immediately on Telegram…
We've added direct integration with the WhatsApp Cloud API. You can find details on how to set it up in the documentation. — An icon has been added to the top menu of…
Today, we're pleased to introduce a long-awaited update: the automatic creation of custom reports on a schedule, which can be emailed to the desired recipients. If…
Some features of Planfix have been improved based on requests and feedback from our users to the Support Service. This was the case with enhancing the email tracking…
3-minute video + steps: two automatic script examples in Planfix that email a client when a task is completed and send an SMS from a task field.
In our technologically driven world, efficient communication is a must. Planfix, a tool designed to facilitate communication and enhance productivity, has a range of…
Chats/messengers and management systems have been fighting a full-fledged battle for the soul of the work team for ages. There can be no definite winner in this eternal…
We have integrated Planfix with SMS services: Twilio, Plivo, Vonage, Telnyx, SimpleTexting, TextUs. We've added a search for the planner filters by name. So now it's…
Planfix is a universal team-management tool. Along with other business processes, our support team works in Planfix. In this case, we're going to discuss how we use the…
Setting up email with Planfix is a free Academy course: 5 advanced lessons on virtual addresses, forwarding and emailing clients from Planfix.
Planfix turns email into tasks: every project and employee has an address, and replies to notifications land in the task as comments. Virtual addresses collect customer mail, and rules decide which task each email creates or joins. These articles show how to set up the addresses, forward Gmail, track email opens and route support mail.
