{"id":8176,"date":"2025-08-05T11:21:28","date_gmt":"2025-08-05T09:21:28","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=8176"},"modified":"2025-09-15T11:44:26","modified_gmt":"2025-09-15T09:44:26","slug":"send-a-request-to-planfix-ai","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/use-cases\/send-a-request-to-planfix-ai\/","title":{"rendered":"Send a Request to Planfix AI"},"content":{"rendered":"<div class=\"breadcrumbs \" typeof=\"BreadcrumbList\" vocab=\"https:\/\/schema.org\/\"><span property=\"itemListElement\" typeof=\"ListItem\"><a property=\"item\" typeof=\"WebPage\" title=\"Go to Planfix.\" href=\"https:\/\/planfix.com\/blog\/\" class=\"home\" aria-current=\"page\"><span property=\"name\">Planfix<\/span><\/a><meta property=\"position\" content=\"1\"><\/span><\/div>\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/s1\/ebuI6v.jpg\" alt=\"Sending Requests to Planfix AI\" title=\"Sending Requests to Planfix AI | Planfix\"\/><\/figure>\n\n\n\n<div class=\"wp-block-aioseo-table-of-contents\"><ul><li><a href=\"#aioseo-smart-task-check-made-easy\">SMART Task Check Made Easy<\/a><ul><\/ul><\/li><li><a href=\"#aioseo-automatic-message-classification\">Automatic Message Classification<\/a><ul><\/ul><\/li><li><a href=\"#aioseo-so-whats-the-outcome\">So, What&#x2019;s the Outcome?<\/a><\/li><\/ul><\/div>\n\n\n\n<p>Think about how you usually assign&nbsp;<a href=\"https:\/\/planfix.com\/features\/tasks\/\" target=\"_blank\" rel=\"noopener\" title=\"\">tasks<\/a>. It\u2019s likely that at least some of them come out vague or unclear. It\u2019s OK, it happens to all of us! However, this lack of clarity can really slow things down. As a result, employees become confused, and managers end up wasting their time explaining what they really meant.<\/p>\n\n\n\n<p>Now there\u2019s a smarter way. Simply send a request to Planfix AI directly from a task. The AI will then check the clarity of your task \u2013 using the SMART criteria, for example \u2013 and suggest sharper, more effective wording.<\/p>\n\n\n\n<p>The result? Less back and forth and much more clarity. Employees receive targeted instructions, managers have to answer fewer follow-up questions, and the entire team makes progress faster and with less effort.<\/p>\n\n\n\n<p>Below are some practical examples of how Planfix AI can support your team.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-smart-task-check-made-easy\"><strong>SMART Task Check Made Easy<\/strong><\/h2>\n\n\n\n<p>Let\u2019s go back to that earlier example of managers sending out tasks with vague instructions.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/VZ\/6IozPp.png\" alt=\"Example of Checking Tasks for SMART Compliance\" title=\"Example of Checking Tasks for SMART Compliance | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>Sure, it\u2019s technically a task, but it raises more questions than it answers. Tasks should be specific, measurable, achievable, relevant, and time-limited. That\u2019s where SMART comes into play.<\/p>\n\n\n\n<p>Planfix AI automatically checks your task against these principles and highlights anything that might be missing.<\/p>\n\n\n\n<p>From there, the task assigner (or a selected group) receives instant feedback they can use to improve the wording of the task, so the team knows exactly what needs to be done.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/aL\/zIEiB6.png\" alt=\"How Planfix AI Automatically Analyzes Tasks\" title=\"How Planfix AI Automatically Analyzes Tasks | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-setting-up-smart-task-validation-with-planfix-ai\"><strong>Setting Up SMART Task Validation with Planfix AI<\/strong><\/h3>\n\n\n\n<p>To set up SMART task validation, simply use an&nbsp;<a href=\"https:\/\/planfix.com\/features\/automation\/\" target=\"_blank\" rel=\"noopener\" title=\"\">automation<\/a>&nbsp;script with the new <strong>\u201cSend request to Planfix AI\u201d <\/strong>option.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/hf\/tGclqE.png\" alt=\"Setting Up Task Checks for Compliance with SMART Principles\" title=\"Setting Up Task Checks for Compliance with SMART Principles | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>You can use variables to pass data from the task title, description, and other fields to the request:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/PG\/psand0.png\" alt=\"Transferring Information to Request Using Variables\" title=\"Transferring Information to Request Using Variables | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>To make the response easier to read, Planfix AI can return a structured response in HTML format. Then all you need to do is insert this phrase into your request:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/UN\/zw6HWB.png\" alt=\"Formatting Your Answer in HTML Format\" title=\"Formatting Your Answer in HTML Format | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>Next, specify how the response should be processed. For example, you can choose who receives the feedback:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/5p\/eJB5n4.png\" alt=\"Setting Up Response Analysis\" title=\"Setting Up Response Analysis | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>As this feature is usually used to provide feedback to the supervisor, you should send the result to the task assigner (1) and hide it from others (2).<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/jW\/R3wUtC.png\" alt=\"Configuring the Feedback Option\" title=\"Configuring the Feedback Option | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-automatic-message-classification\"><strong>Automatic Message Classification<\/strong><\/h2>\n\n\n\n<p>Another way to use Planfix AI is in support or communication workflows. For instance, when you have dozens or even hundreds of messages coming in daily, it&#8217;s crucial to quickly understand what each one is about. Is it a complaint, a thank you, a delivery question, or a partnership offer?<\/p>\n\n\n\n<p>After all, the classification has a direct impact on how quickly and correctly the message is processed. Fortunately, Planfix AI task automation tool has this under control as well.<\/p>\n\n\n\n<p>It has the ability to automatically identify the category of the message:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/lb\/xLvaub.png\" alt=\"Automatic Determination of the Scope of the Request\" title=\"Automatic Determination of the Scope of the Request | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-setting-up-request-classification\"><strong>Setting Up Request Classification<\/strong><\/h3>\n\n\n\n<p>To set up a request classification, you first need a list of categories. To do this, simply create a custom field of the <strong>\u201cList\u201d <\/strong>type and fill it with your options:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/1G\/OtO6c5.jpg\" alt=\"Request Classification Settings\" title=\"Request Classification Settings | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>Then, add this field to the object used to create tasks for processing incoming messages. When you\u2019re done, you can use a prompt like this in your script:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/2w\/v5PV3A.jpg\" alt=\"Prompt Script for Request Handling\" title=\"PromptScript for Request Handling | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>Planfix AI\u2019s response will be automatically inserted into the field you created for classification. For instance, click on <strong>\u201cConfigure a response&#8221;<\/strong> as in the previous example:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/K0\/TfAuip.jpg\" alt=\"Place the AI Response into the Created Field for Request Classification\" title=\"Place the AI Response into the Created Field for Request Classification | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>In the settings, tell the system to place the <strong>\u201cResponse\u201d<\/strong> infoblock in the <strong>\u201cRequest category\u201d <\/strong>field. That\u2019s where the AI\u2019s classification result is stored:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/Cs\/SWVWuK.jpg\" alt=\"System Info Block Response Will Be Placed in the Request Category Field\" title=\"System Info Block Response Will Be Placed in the Request Category Field | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>If you\u2019d like, you can also add a comment for employees. Simply use the variable for the info block, and Planfix will automatically insert the AI response when the script runs:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/M3\/gR3Hu7.jpg\" alt=\"Adding a Comment for Employees\" title=\"Adding a Comment for Employees | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>The result? Every new client request that comes into&nbsp;<a href=\"https:\/\/planfix.com\/crm\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Planfix CRM system<\/a>&nbsp;is instantly tagged with the appropriate category:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/b4\/wn53Fq.gif\" alt=\"New Customer Requests Are Automatically Tagged into Categories\" title=\"New Customer Requests Are Automatically Tagged into Categories | Planfix\"\/><\/figure>\n\n\n\n<p>This not only simplifies support, automate tasks, but it also makes it easier to process incoming requests. Once you have these helpful automatic labels in place, you can then utilize them for filtering, reporting, and more in-depth analysis.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-so-whats-the-outcome\"><strong>So, What\u2019s the Outcome?<\/strong><\/h2>\n\n\n\n<p>With Planfix AI, your business gains a genuine, functional AI&nbsp;<a href=\"https:\/\/planfix.com\/task-management\/\" target=\"_blank\" rel=\"noopener\" title=\"\">task management<\/a>&nbsp;tool that saves time and energy across the entire team.&nbsp; You\u2019ll notice the result immediately, as tasks become clearer, requests become more organized, and workflows become faster.<\/p>\n\n\n\n<p>And the best part? There are no complex integrations or technical headaches. Just set up a prompt, configure the response, and the AI will take care of the rest.<\/p>\n\n\n\n<p>And this is only the beginning! We\u2019re continuing to expand AI capabilities in Planfix on a daily basis. Because I think we can all agree that the robots should be doing the boring stuff, right?<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Think about how you usually assign&nbsp;tasks. It\u2019s likely that at least some of them come out vague or unclear. It\u2019s OK, it happens to all&#8230;<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_s2mail":"yes","footnotes":""},"categories":[12],"tags":[38,230,304,40,426,314],"class_list":["post-8176","post","type-post","status-publish","format-standard","hentry","category-use-cases","tag-ai","tag-automated-script","tag-automation","tag-crm","tag-task-management","tag-tasks"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/8176","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/comments?post=8176"}],"version-history":[{"count":12,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/8176\/revisions"}],"predecessor-version":[{"id":9892,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/8176\/revisions\/9892"}],"wp:attachment":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/media?parent=8176"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/categories?post=8176"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/tags?post=8176"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}