Set up CRM workflow automation in Planfix: scripts email customers, update deal stages and alert managers; buttons replace manual chains. Watch the video.
AI business process automation in Planfix: build a workspace from a text request, add AI agents to tasks, let AI summarize discussions and extract data.
Throughout August and September, the Planfix team was fine-tuning the system. We're excited to announce a host of fixes designed to increase efficiency and improve user…
A 1.5-minute video and steps: automate commercial proposals in Planfix, number deals automatically on a Kanban board and generate documents in one click.
When it's time to prepare a contract, teams often spend way too much time on repetitive manual work. This can include everything from opening an old file, copying…
3-minute video + steps: schedule recurring tasks in Planfix, repeat them on the first business day of the month and see future workload in the calendar.
Planfix now includes an option that completely changes how teams manage recurring processes. Simply add recurring tasks directly to project templates, and the system…
Imagine a client contacts support, only to wait for 20 minutes with no reply. Before long, they start duplicating requests, trying other channels, and naturally getting…
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…
We’ve already introduced the Summarizer and the Dataminer, and now it’s the Interviewer’s turn. This extremely useful AI agent is designed for those situations where…
We’ve been on a mission to make Planfix AI smarter, and trust me, this new feature might become your favorite coworker. Meet “AI: Classify request”. Now your leads…
While some folks still worry that AI will take their jobs, the team at Planfix has decided to flip that script and give AI a job instead. We’re not talking about the…
Planfix's AI Email Assistant combines advanced artificial intelligence with intuitive workflow management to deliver automated replies that feel personal, contextual…
Imagine for a minute that your team is running like clockwork. Tasks are not only completed on time, but no one has to chase after one another like they’re playing some…
Let's be real—workflow automation is like having a super-efficient robot teammate. In plain English, it’s about letting technology take over the boring, repetitive tasks…
A 3-minute video + steps: set up object scripts in Planfix to send an automatic customer email when a task is completed and an SMS from a task field.
Video walkthrough plus steps: use variables and formulas in Planfix to calculate a discount automatically in the deal description, without manual math.
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.
Workflow automation in Planfix means setting a rule once and letting the system repeat it. Scripts react to events, buttons run actions on click, templates and recurring tasks cover fixed patterns, and AI agents handle free-form client messages. These articles show what teams automate in sales, support, contracts and daily operations.
