How is this different from generic task tools

Most task tools track to dos. Planfix turns every message from email, messengers, and forms into a governed task, puts episodes and sponsorships on the same Planner board, and lets you show sponsors only what they must see through the Client Dashboard. Conditional lists, status sets, and data tags give you proof of delivery without building spreadsheets every week.

Can sponsors and external producers access tasks securely

Yes. Expose an episode or sponsorship task to a sponsor with the Client Dashboard. They see only the data and comments you share. Internal discussions stay hidden. You can keep the workspace fully governed and still give external producers or sales partners an up to date view of delivery without giving them full access to your system.

Can we automate episode stages end to end

Yes. Build a status set for podcast episodes and add transition rules so work cannot skip steps. Add scripts, buttons, and automations to create tasks, set dates, or notify editors each time an episode moves forward. This makes publishing day predictable because all assets, approvals, and sponsor delivery steps are triggered by the workflow and not by memory.

Does this work for studios with multiple shows

Planfix works well for studios with many shows. Keep shows as projects or use separate boards, apply the same intake templates, and report across them with data tags and Project Totals. Management can see overdue episodes, sponsor not mapped, and team workloads across the whole network while producers still work in their own views.

Podcast production studios - episode pipeline & sponsorships

One Pipeline for Podcasts and Sponsors

Run podcast work the same way every week. Planfix joins episode intake, production, publishing, and sponsor delivery in one pipeline so ops, editors, talent, and sales are always looking at the same task.

See automation

Capture Every Request

Turn episode and sponsor requests from email, chat, and social into tasks in seconds.

Run Production Cleanly

Use dates, roles, and checklists so editors and producers always know the next step.

Report to Sponsors

Share sponsor delivery and export reports without building one-off spreadsheets for sales.

Turn Every Message into Work

Every inbound message becomes a task. Email to task and messenger to task give you one work surface. From there rules, lists, automations, and reports apply to episodes and sponsorships.

Channel to task rules

Show the Process Visually

Show episodes in Planner across idea, booked, recording, editing, ready to publish, and sponsor not mapped. Dragging cards rewrites fields instantly. Open the same task for sponsors through the Client Dashboard so they see only what you shared.

Client dashboard

If This Sounds Familiar

Ideas in many channels

Ideas, guest topics, and sponsor inserts arrive in many channels and get lost.

Dates slip

Dates slip because someone did not upload files or confirm a guest.

Sponsor visibility

You do not have one place showing which sponsor was promised which slot.

How You Capture and Qualify Work

Convert inbound channels to tasks so ideas, briefs, and sponsor requests land in one place. Apply episode templates and auto routing in Planner to send work to the right producer immediately.

Episode templates

Convert Channels to Tasks

Create tasks from mail, messengers, or forms so you see work from the first message.

Auto Routing in Planner

Use conditional lists and rules to send tasks to the right producer or editor.

How You Run Production

Schedule recording and editing with dated fields and planned work time. Keep checklists for guest assets, tech checks, and final exports. Move the task across conditional lists so moving the card rewrites responsible, status, or due date.

Schedule work

Recording and Editing Dates

Use calendars and planned work time so sessions appear for producers and editors.

Production Checklists

Track guest assets, audio edits, and exports so nothing is missed on publishing day.

Context in the Task

Keep the latest brief inside the task so hosts and editors stay aligned.

Planner Multiviews

Let editors and producers switch views while still working on the same task set.

Deliver Sponsorships Exactly as Sold

Store sponsor account and package as linked records in Planfix. Add copy, slot type, and link to the episode task. Status sets and transition rules stop closure until sponsorship delivery is complete. Data tags give sponsors proof.

Status sets

Status Sets with Rules

Disallow closing an episode until the sponsorship task or slot is delivered.

Reporting with Data Tags

Write delivery into data tags and run sponsor-ready reports immediately.

Client Dashboards for Sponsors

Share selected tasks so sponsors see progress without asking for updates.

How You Report and Improve

Pin dashboards that show episodes by status, overdue items, and sponsor not mapped. Use Project Totals to aggregate delivered sponsor slots and overdue episodes. Update templates and automations when the same gap appears every week.

Reporting in Planfix

What the Target State Looks Like

Your studio runs on one Planfix board.

Every episode has an owner, guest, date, edit, sponsor mapping, and publishing checklist.

Sponsors can be shown proof on demand. Management sees workload and bottlenecks. Sales trusts that delivery happened.

Channel to Task

Pull teams out of mail and messengers by replying inside the task thread.

Personal Workspaces

Give editors and producers their own Planner and reports without breaking the process.

Client Dashboard

Let sponsors view what you shared in basic mode or advanced restricted mode.

Replace Other Tools

Replace generic task tools that cannot auto build lists from conditions. Replace spreadsheet episode trackers that do not notify people or collect files. Replace CRMs that store sponsor data but never touch production.

Create a solution

Connect Your Podcast Stack

Centralize podcast requests, sponsor briefs, and calendars with Planfix integrations.

See all integrations

FAQ