AI agents
Do the actual work — research, draft, update, follow up.
Powered by AI agents
Your AI workspace to run your business.
Bring your tools, files, messages, and business context into one workspace. Plank gives AI agents a place to run workflows, keep context, and create living dashboards for the work that matters.
What is Plank
Everything your back office needs, in one workspace.
Plank brings together the agents, files, tools, and automations that run your business — and turns them into one control center.
Files
Docs, notes, reports, spreadsheets — your working files live here.
Integrations
Your tools: email, accounting, CRM, messengers, storage.
Schedules & automations
Recurring work runs itself — daily, weekly, or on a trigger.
Memory
Remembers your business — people, decisions, how work gets done.
It all comes together as
Your personalized control center
One clear view of status, numbers, tasks, and what to do next.
How it works
Jira
Linear
Asana
Slack
Notion
Confluence
Google Docs
Amplitude
Mixpanel
Google Sheets
Google Drive
Zendesk
Intercom
Granola
Google Calendar
Google Meet
Zoom
Gmail
Apple Notes
Reminders
Your tools stay. Plank sits above them.
Plank connects the stack you already use. Any tool with an API or MCP server works.
JiraLinearAsanaSlackNotionConfluenceGoogle DocsAmplitudeMixpanelGoogle SheetsGoogle DriveZendeskIntercomGranolaGoogle CalendarGoogle MeetZoomGmailApple NotesRemindersAgent-maintained dashboards
One living dashboard across the tools your team uses.
Connect the systems, files, messages, and workflows that run the business. Agents read the context, make approved updates when needed, and show the important signal in one control center.
Personalized Control CenterAll your operating tools, summarized in one living view
Your tools
AI
Reads + approved updatesOne control center
Cash and billsChanged
Customers and tasksBlocked
Documents and approvalsNeed review
Cross-tool picture created
Reads from your tools
Agents pull the current state from finance, sales, operations, documents, spreadsheets, and team tools.
Explore features →Updates where work happens
When approved, agents update the source tool, not just the Plank dashboard.
Explore features →Shows the signal
Status, blockers, risks, follow-ups, and next actions without the noise.
Explore features →Why not plain chat?
Chat resets every session. Plank keeps the system running.
Plain AI chat
Conversation resets each session
Paste text into a prompt box
Text replies you copy-paste elsewhere
Re-explain every time
Prompts live with individuals
Copy-paste prompts each time
Manual — you run it every time
Plank workspacePersistent files
Markdown, scripts, PDFs — always there between sessions.
Organized by folders
Structure context the way you think. Projects, topics, sprints.
Rich context & memory
Notes, research, decisions — the agent remembers everything.
Active document
Work on a note or file while the agent assists in real time.
AI agent
Does the work. You guide, review, and ship.
Skills
Reusable workflows you run with one click.
Schedules
Recurring tasks on autopilot. Daily, weekly, custom cron.
Owner leverage
Run more of the business without adding another coordinator.
Plank takes the manual routine off your team — so the same people prepare more, forget less, and keep the owner’s view of the business clear.
2×
Output per employee
More done per person on routine back-office work.
5×
Faster turnaround
Documents, reports, and follow-ups prepared in a fraction of the time.
70%
Less busywork
Manual collecting, formatting, checking, and status-chasing — handled.
24/7
Owner’s view, always current
Tasks, money, documents, and risks stay visible in one place.
Illustrative outcomes from automating routine back-office work.
Workspace patterns
What teams run on Plank.
Common workspace patterns drawn from real back-office, document, and operations work — payments, property, planning, finance, and team dashboards.
Payments and suppliers
Payments, suppliers, documents, and follow-ups — the whole routine in one place the owner actually controls.
Property and documents
Agents keep the context, update the trackers, and keep the dashboard alive — no rebuilding the picture every time.
Founder planning
The boring admin layer handled: reports, plans, next steps, and status are already organized when you come back.
Document pipelines
Documents, messages, and notes become usable outputs instead of another pile to sort.
Memory and sources
Memory, sources, dashboards, and decisions stay together, so the work stays under control — not just written.
Finance and reporting
The agent checks the sources, prepares the output, updates the dashboard, and leaves a trail you can trust.
Client follow-up
Summarize conversations, draft replies, and keep every follow-up visible so clients do not slip.
Invoices and acts
A short request becomes a prepared document, a saved file, and a clear next step.
Contracts and approvals
Track documents, responsibilities, review status, and the actions still missing.
Start with real work
Start with one business process.
Show Plank how your team handles clients, documents, reports, approvals, or tasks today. Turn one workflow into an AI workspace with a living dashboard.