{"id":9368,"date":"2026-03-04T09:58:32","date_gmt":"2026-03-04T08:58:32","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=9368"},"modified":"2026-03-04T13:45:13","modified_gmt":"2026-03-04T12:45:13","slug":"whats-new-in-planfix-january-february-2026","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/news\/whats-new-in-planfix-january-february-2026\/","title":{"rendered":"What\u2019s New in Planfix: January- February 2026"},"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\/tA\/Nu9xFJ.jpg\" alt=\"\"\/><\/figure>\n\n\n\n<div class=\"wp-block-aioseo-table-of-contents aio-toc\"><ul><li><a href=\"#aioseo-planfix-ai-update\">Planfix AI Update<\/a><\/li><li><a href=\"#aioseo-weve-taught-the-ai-dataminer-agent-to-work-with-directory-entries\">We&#x2019;ve Taught the AI Dataminer Agent to Work with Directory Entries!<\/a><\/li><li><a href=\"#aioseo-planfix-ai-just-got-smarter-at-analyzing-files\">Planfix AI Just Got Smarter at Analyzing files!<\/a><\/li><li><a href=\"#aioseo-new-video\">New Video:<\/a><ul><li><a href=\"#aioseo-expanded-planner-list-view\">Expanded Planner List View<\/a><\/li><li><a href=\"#aioseo-setting-up-a-company-external-email-address-in-planfix\">Setting Up a Company External Email Address in Planfix<\/a><\/li><li><a href=\"#aioseo-what-to-do-when-a-task-is-really-important\">What to Do When a Task is Really Important<\/a><\/li><li><a href=\"#aioseo-planfix-app-just-hit-version-0-69-on-ios-and-android\">Planfix App Just Hit Version 0.69 on iOS and Android<\/a><\/li><li><a href=\"#aioseo-how-to-get-leads-from-facebook-into-planfix\">How to Get Leads from Facebook into Planfix<\/a><\/li><\/ul><\/li><\/ul><\/div>\n\n\n\n<p>January and February may be over, but our efforts to improve Planfix are just getting into full swing. Check out our latest updates and improvements to optimize your workflow even more.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-planfix-ai-update\">Planfix AI Update<\/h2>\n\n\n\n<p>We\u2019ve dropped the price! If you\u2019re already using this tool daily, you\u2019ve probably noticed the difference.<\/p>\n\n\n\n<p>Plus, you can now pick your model\u2019s performance level:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Basic \u2014 the sweet spot between speed and quality.<\/li>\n\n\n\n<li>Enhanced \u2014 for those who want the absolute best results.<\/li>\n<\/ul>\n\n\n\n<p>This applies to the AI agents \u201c<a href=\"https:\/\/planfix.com\/blog\/use-cases\/planfix-ai-agents-automate-tasks-with-ai-in-crm\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Interviewer\u201d and \u201cDataminer<\/a>,\u201d as well as the script action \u201cSend request to Planfix AI.\u201d<\/p>\n\n\n\n<p>Check out the new pricing <a href=\"https:\/\/planfix.com\/help\/Planfix_AI\" target=\"_blank\" rel=\"noopener\" title=\"\">here<\/a>.<\/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\/jj\/PuI4Ur.jpg\" alt=\"\"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-weve-taught-the-ai-dataminer-agent-to-work-with-directory-entries\">We\u2019ve Taught the AI Dataminer Agent to Work with Directory Entries!<\/h2>\n\n\n\n<p>Here\u2019s the deal: say you\u2019ve got a <a href=\"https:\/\/planfix.com\/features\/directories\/\" target=\"_blank\" rel=\"noopener\" title=\"\">directory<\/a> called &#8220;Document type&#8221; \u2013 contract, invoice, act, and so on. In your task, there\u2019s also a &#8220;Document type&#8221; field that links to an entry in that directory.<\/p>\n\n\n\n<p>When someone writes, &#8220;We need to approve the addendum to the contract,&#8221; DataMiner analyzes the text and automatically sets the task\u2019s &#8220;Document type&#8221; field to &#8220;Addendum.&#8221; From there, you can set up automated actions that kick in based on the document type.<\/p>\n\n\n\n<p>Note: the directory shouldn\u2019t have more than 1,000 entries.<\/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\/U2\/bZ7Vux.jpg\" alt=\"\"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-planfix-ai-just-got-smarter-at-analyzing-files\">Planfix AI Just Got Smarter at Analyzing files!<\/h2>\n\n\n\n<p>Did a client send a photo of a document? Planfix AI will break down the content for you \u2014 no sweat.<\/p>\n\n\n\n<p>Here\u2019s how it works:<br>\u2796 The \u201cSend Request to Planfix AI\u201d action gives you a quick summary of what\u2019s inside the document.<br>\u2796 Our AI agent, Dataminer, pulls out the key info and auto-fills the task fields for you.<\/p>\n\n\n\n<p>Works with PDFs and images alike.<\/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\/p1\/dYmx0H.jpg\" alt=\"\"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-new-video\">New Video:<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-expanded-planner-list-view\">Expanded Planner List View<\/h3>\n\n\n\n<p>We explain how to simplify and speed up task management in the Planner using Expanded Lists in Planfix.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Expanded Planner List View | Planfix: Tips and Tricks\" width=\"720\" height=\"405\" data-lazy=\"true\" data-src=\"https:\/\/www.youtube.com\/embed\/svSRjDUDj3w?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-setting-up-a-company-external-email-address-in-planfix\">Setting Up a Company External Email Address in Planfix<\/h3>\n\n\n\n<p>We&#8217;ll show you how to set up automatic email forwarding straight from your inbox to Planfix \u2014 so you can handle client communication without ever leaving your business processes.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Setting Up a Company External Email Address in Planfix | Step-by-step Guides\" width=\"720\" height=\"405\" data-lazy=\"true\" data-src=\"https:\/\/www.youtube.com\/embed\/Q5BdwIxYpfI?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-what-to-do-when-a-task-is-really-important\">What to Do When a Task is Really Important<\/h3>\n\n\n\n<p>What should you do when a task is really important and you absolutely can\u2019t let it get buried or forgotten among all your other stuff? In this video, we\u2019ll show you several simple ways to highlight a critical task and keep it firmly under control in Planfix.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"What to Do When a Task is Really Important | Step-by-step Guides\" width=\"720\" height=\"405\" data-lazy=\"true\" data-src=\"https:\/\/www.youtube.com\/embed\/wvIHrCXGFIQ?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-planfix-app-just-hit-version-0-69-on-ios-and-android\">Planfix App Just Hit Version 0.69 on iOS and Android<\/h3>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-9-16 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Release 0.69 | Planfix App\" width=\"563\" height=\"1000\" data-lazy=\"true\" data-src=\"https:\/\/www.youtube.com\/embed\/i2i4SJQbg5M?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-how-to-get-leads-from-facebook-into-planfix\">How to Get Leads from Facebook into Planfix<\/h3>\n\n\n\n<p>In this video, we show how to set up a Facebook lead form and automatically send incoming leads to Planfix. We connect the integration, sync fields, and configure the creation of tasks and contacts so that no potential customer slips through the cracks. Automate lead handling and get ad leads delivered straight into your workflow.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to Get Leads from Facebook into Planfix | Step-by-step Guides\" width=\"720\" height=\"405\" data-lazy=\"true\" data-src=\"https:\/\/www.youtube.com\/embed\/Z08_RMV5HP8?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>January and February may be over, but our efforts to improve Planfix are just getting into full swing. Check out our latest updates and improvements&#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":[8],"tags":[38,464,304,330,242,238,462,226,314],"class_list":["post-9368","post","type-post","status-publish","format-standard","hentry","category-news","tag-ai","tag-ai-agent","tag-automation","tag-documents","tag-email","tag-integrations","tag-planfix-ai","tag-planfix-mobile-app","tag-tasks"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/9368","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=9368"}],"version-history":[{"count":18,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/9368\/revisions"}],"predecessor-version":[{"id":9812,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/9368\/revisions\/9812"}],"wp:attachment":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/media?parent=9368"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/categories?post=9368"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/tags?post=9368"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}