Plank help
Reference docs
Topics shared by users and Plank's AI agents — each page is available as rendered HTML for humans and raw markdown for agents (append .md to any topic URL).
For you
Working with your assistant
Plank is an AI assistant that takes on your document-heavy back-office work and hands you finished files — you delegate the task, it does the work.
Updated 2026-06-18 ·
/en/help/getting-started.mdFinding your way around
A tour of the sidebar sections, the file viewer that opens your documents, and the search you use to jump anywhere.
Updated 2026-08-24 ·
/en/help/the-app.mdYour files & how your assistant remembers
The files in a workspace work just like the ones on your computer, and the workspace itself is your assistant's memory.
Updated 2026-08-03 ·
/en/help/your-files.mdChats: new, continued & history
How your list of chats works, when it's better to start a fresh chat versus continue the one you have open, and how to choose the way the assistant answers.
Updated 2026-09-21 ·
/en/help/chats.mdThe assistant sees your other chats
The assistant can check what your other chats — across every workspace — are doing right now, read one of them, and start a new one in the same workspace to hand off work.
Updated 2026-09-03 ·
/en/help/cross-chat-monitor.mdShared chats in a workspace
When a workspace has more than one person in it, a chat can be shared with everyone or kept private — what each means, who can read which chats, and how a conversation behaves with several people in it.
Updated 2026-09-12 ·
/en/help/shared-chats.mdTidying your chat list
How to move a finished chat out of your list without losing it, where it goes, and the two ways it comes back.
Updated 2026-08-24 ·
/en/help/archiving-chats.mdSharing & inviting people
Invite people to work alongside you in a whole workspace, point a colleague straight at one file they already have access to, or share a single file or folder with anyone using a public link.
Updated 2026-09-19 ·
/en/help/sharing.mdPlank on your phone
Use Plank as a native app on your phone — with a home-screen widget, a share sheet to send things straight into a workspace, and quick attachments from Photos or Files.
Updated 2026-09-17 ·
/en/help/mobile-apps.mdWorkspaces
What a workspace is, how switching between them works, and what's shared versus kept separate across your workspaces.
Updated 2026-06-18 ·
/en/help/workspaces.mdBeta features
Per-feature switches in Settings that turn on Plank's newest, in-progress features — the general agent & contexts, and the Credentials, Models and Integrations settings — one at a time, for your account.
Updated 2026-09-21 ·
/en/help/beta-features.mdContexts
Group related workspaces into a context so your assistant focuses on just that set — with its own instructions and a clean switch between areas of work.
Updated 2026-09-19 ·
/en/help/contexts.mdYour assistant's environment
Where your Plank assistant runs, what it can and can't do directly, and which files persist — the limits it works within.
Updated 2026-09-17 ·
/en/help/environment.mdModels
The AI model behind your Plank assistant is tied to your account, not any one workspace, and is managed by Plank — there's nothing for you to set up.
Updated 2026-07-26 ·
/en/help/models.mdConnecting your tools
Connect your assistant to outside tools and services like Gmail, Notion, Stripe, or your accounting system — usually by just asking it in chat — so it can fetch and update information for you.
Updated 2026-08-28 ·
/en/help/integrations.mdSkills
A skill is a reusable capability you can give your Plank assistant, installed from the built-in library, a link, or by asking in chat.
Updated 2026-08-29 ·
/en/help/skills.mdAutomations: schedules & triggers
Let your assistant act on its own — on a schedule, or in response to an incoming event like a Telegram or WhatsApp message. You set most of it up just by asking in chat.
Updated 2026-09-19 ·
/en/help/automations.mdManagement accounting from bank statements
Upload bank statements and get a reconciled cash-flow statement and a cash-basis P&L. How the importer deduplicates, how transfers and categories are decided, and what cash basis does not include.
Updated 2026-08-12 ·
/en/help/management-accounting.mdHow Plank delivers finished documents
Reports, analyses, and briefs are delivered as clean, self-contained HTML documents that match your light/dark theme automatically — and how to change that.
Updated 2026-08-09 ·
/en/help/deliverables.mdHow Plank builds a slide deck
A slide deck comes out in one of two real formats — an editable .pptx, or an art-directed HTML → PDF that cannot be edited — and the format is asked, never assumed: read the format question before you start building. Both share one house style with two themes (art-directed dark by default, light typographic on request), validated palettes, thirteen slide primitives including full-bleed imagery, persistent brand chrome, plus a tool that renders the finished deck, reports what is broken (including text that is illegible over its own photograph), exports the PDF, and runs a critique pass on whether the deck is any good.
Updated 2026-08-27 ·
/en/help/presentations.mdGenerating images
Turn on image generation so the assistant can create cover images, illustrations and backgrounds and save them into your workspace — what it costs, where the files land, and how to use your own Higgsfield account instead.
Updated 2026-08-08 ·
/en/help/image-generation.mdBrowser access
Let your assistant operate a browser for sites that need a login — you sign in once, it does the work. Plank never sees your password.
Updated 2026-09-10 ·
/en/help/browser-access.mdPublic API & API keys
Create an API key and read or write your Plank workspace files from your own tools — scripts, integrations, or a coding assistant like Claude Code.
Updated 2026-07-27 ·
/en/help/public-api.mdTwo-factor authentication
Add a second step to signing in, using a code from your phone — and keep the recovery codes that let you back in if you lose it.
Updated 2026-08-05 ·
/en/help/two-factor-auth.mdConnect your on-prem files & systems (Local Connector)
Install a small app on your computer so Plank can open the one file you ask for from an internal network drive, and reach internal systems like 1C — without uploading everything.
Updated 2026-06-17 ·
/en/help/local-file-connector.mdAI usage and limits
What your monthly AI allowance is, where to see how much you've used, and what happens if you reach it.
Updated 2026-08-08 ·
/en/help/usage-and-limits.mdCompany billing
How a company account covers its members' Plank access and pools their AI usage under one allowance, and how invites work.
Updated 2026-08-05 ·
/en/help/company-billing.mdNotifications
Get told when a task finishes, needs your answer, or fails — on your phone, in your browser, wherever you aren't looking.
Updated 2026-08-19 ·
/en/help/notifications.md
For your assistant
Technical setup guides your assistant follows. You don't need to read these — just ask your assistant to connect a tool or build something, and it will use them.
Running commands on the machine
What is actually installed on the workspace machine and what isn't — the interpreter name, where Python packages live, the binaries that are missing, and the scratch paths you can write to.
Updated 2026-09-17 ·
/en/help/running-commands.mdConnecting Google (Gmail, Calendar, Drive)
Connect a Google account so your assistant can read and send email, and work with Calendar, Drive, Docs, and Sheets — with the exact one-time setup that works on the first try.
Updated 2026-09-17 ·
/en/help/connecting-google.mdConnecting 1C
Connect your 1C database so your assistant can look up products and stock, create customer invoices, and build reconciliation acts — exported as Excel and as PDFs that match your standard 1C printed forms.
Updated 2026-09-17 ·
/en/help/connecting-1c.mdWorking with 1C over OData
The working rules for reading and writing a 1C database over its standard OData interface — what the integration user can and cannot do, how to recognise a document that already exists, how to create one safely, and the server limits that shape every script you write.
Updated 2026-09-17 ·
/en/help/1c-odata-working-rules.mdImporting a bank statement into 1C (Kazakhstan)
The working regulation for posting a bank statement into 1C over OData — arithmetic controls, duplicate protection, classifying each operation, taxes and penalties by КНП/КБК, and the five fund payments that need employee lists before they can be created.
Updated 2026-09-17 ·
/en/help/1c-bank-statement-import.mdBank statement into 1C: how to reason about it
The reasoning behind a bank-statement import, not the steps: what to ask the database before deciding anything, which scope a precedent must be counted in, why an empty field beats a plausible one, how 1C says «no» in nine ways that all look like success, and when refusing is the finished work.
Updated 2026-09-10 ·
/en/help/1c-bank-statement-reasoning.mdImporting incoming ЭСФ into 1C
How an incoming electronic invoice becomes a linked СчетФактураПолученный + ПоступлениеТоваровУслуг pair in 1C: the three-way link that must exist, which section a line belongs in (the nomenclature card decides, per line — never a per-base setting), the receipt-line analytics 1C will not infer and will not complain about, which of the ЭСФ's two numbers is «the number», which ЭСФ a batch may start from, how to pick a historical template, resolving nomenclature and units without inventing catalog records, and the stop conditions.
Updated 2026-09-21 ·
/en/help/1c-incoming-esf-import.mdReconciliation acts in 1C
How to build an «Акт сверки взаиморасчетов» in 1C without asserting things you do not know: whose figures go in which column, the contract rule, debit/credit direction, opening balance versus discrepancy, one currency, and verifying the amounts you wrote.
Updated 2026-07-31 ·
/en/help/1c-reconciliation-acts.mdSales realizations from customer invoices in 1C
How to turn a «Счет на оплату покупателю» into a «Реализация товаров и услуг» draft over OData: the basis link is the identity, deal facts come from the invoice while accounting attributes come from a verified local document, and what ЭАВР actually is — a separate document that may be invisible until someone publishes it.
Updated 2026-08-04 ·
/en/help/1c-sales-realizations.mdMonthly payroll accrual in 1C (Kazakhstan)
The four documents one month of payroll produces per organisation — accrual, withholdings, СН и СО, and the reflection in regulated accounting — how they are related (they are not linked), and the one field whose emptiness passes every automated check: «Статья расходов».
Updated 2026-08-10 ·
/en/help/1c-payroll-accrual.mdChecking payroll accruals against payments in 1C
A read-only monthly reconciliation of what payroll accrued against what actually left the account — salary paid, and ИПН, ОПВ, ОПВР, СО, СН and ОСМС transferred — with the rule for attributing a payment to a tax month, and the wordings that turn a missing document into an accusation.
Updated 2026-08-10 ·
/en/help/1c-payroll-accruals-vs-payments.mdChecking the VAT rate in a 1C base
Kazakhstan's VAT went 12% → 16% on 2026-01-01. This is how to find documents whose rate disagrees with the statute — which rate applies (it follows the turnover date, not the document date), the four cases where the old rate is lawful, and why the tool reports rather than corrects.
Updated 2026-09-16 ·
/en/help/1c-vat-rate-audit.mdThe 1C starter kit
Ready-made, adaptable Python for talking to 1C over OData — an access check, a bank-statement importer with a mandatory dry run, duplicate protection, and the five fund payments that need employee lists. Fetch it into any workspace instead of writing it again.
Updated 2026-09-16 ·
/en/help/1c-starter-kit.mdSetting up a workspace for accounting work
How an accounting workspace is organised so it stops asking you the same questions: a knowledge folder for the rules you teach it, a folder per client company, and a habit of checking what has been published since last month.
Updated 2026-07-31 ·
/en/help/1c-workspace-setup.mdConnecting ESF (electronic invoices)
Connect Kazakhstan's electronic invoice system (ИС ЭСФ, esf.gov.kz) so your assistant can list and report on your invoices and — on your say-so — issue them, signing with your ЭЦП key over the official API. No NCALayer pop-up, no per-operation QR.
Updated 2026-09-09 ·
/en/help/connecting-esf.mdWorking with the Tizilim portal (subsoil-user procurement)
How to read and automate tizilim.gov.kz — Kazakhstan's state registry of goods, works and services for subsoil-use operations. There is no documented API, but a public read API needs no credentials at all, and the portal itself runs on a REST API you can drive once you can sign with ЭЦП.
Updated 2026-09-09 ·
/en/help/tizilim-portal.mdSigning with a Kazakhstan ЭЦП key (without NCALayer)
What NCALayer actually does when a Kazakhstan state portal asks you to sign, why that is a desktop convenience rather than a requirement of the protocol, and how to produce the same signature from a script — including the key-handling rules that must hold every time.
Updated 2026-09-10 ·
/en/help/kz-ecp-signing.mdWorking with egov.kz (the citizen portal)
How egov.kz actually works underneath: one JSON API, an ЭЦП login whose signed document is a constant, twenty-eight services that all order through the same three calls — and the one step that genuinely needs a human every time.
Updated 2026-09-10 ·
/en/help/egov-portal.mdConnecting Kaspi Pay
Send a customer a Kaspi Pay bill by phone number and amount — what it takes to be eligible, what Kaspi does and does not allow, and how your assistant issues one safely.
Updated 2026-09-10 ·
/en/help/connecting-kaspi-pay.mdConnecting Telegram
Connect a Telegram bot so your assistant reads messages and replies — direct messages, groups, and forum topics — with the exact one-time wiring that works on the first try.
Updated 2026-09-19 ·
/en/help/connecting-telegram.mdConnecting WhatsApp Business
Connect a WhatsApp Business number (Meta Cloud API) so your assistant reads incoming messages and replies — 1:1 conversations, with memory per contact — with the exact one-time wiring.
Updated 2026-09-19 ·
/en/help/connecting-whatsapp.mdConnecting WhatsApp (personal number)
Advanced, at-your-own-risk: run your personal WhatsApp from the assistant on demand — read messages (archived chats skipped by default) and send replies only when you ask, with no always-on listener. Against WhatsApp's terms; personal workspace only.
Updated 2026-08-24 ·
/en/help/connecting-whatsapp-personal.mdPosting to Instagram
Connect an Instagram professional account through the official Meta API so your assistant can publish posts, carousels, Reels and Stories — with the traps that make this setup slow called out up front.
Updated 2026-08-24 ·
/en/help/connecting-instagram.mdPosting to Threads
Connect a Threads account through Meta's official API so your assistant can publish text posts, images and reply chains — including the byte limit that catches non-English copy.
Updated 2026-08-24 ·
/en/help/connecting-threads.mdWorkspace scripts & the sidebar
How a small @plank-integration header on a workspace script makes it appear, grouped by provider, in your Integrations sidebar.
Updated 2026-09-17 ·
/en/help/workspace-scripts.mdApp data & databases
How a Plank app stores structured data that persists between runs, kept separate per workspace, so dashboards remember things over time.
Updated 2026-09-19 ·
/en/help/app-data.mdBuild a sales pipeline CRM
A ready-made recipe for a drag-and-drop sales pipeline — one data table plus a kanban dashboard that saves every move. Reusable in any workspace.
Updated 2026-07-01 ·
/en/help/crm-sales-pipeline.mdCharts for dashboards
The Plank chart library — copy-ready, CSP-safe SVG/CSS components (KPI tiles, bars, donut, line, gauge, funnel, gantt, kanban, calendar, tables) that read and write app-data. Reuse these instead of inventing charts.
Updated 2026-08-07 ·
/en/help/dashboard-charts.mdBuild a client document: the route
The build route for a client-facing A4 document in one short page: the builder is already in the container at /opt/plank/doc, the build script goes in /workspace/scripts/doc/, the brand kit is one JSON file, compose() reshapes a stranded tail, and the QA gate reads the finished PDF before you hand it over.
Updated 2026-09-19 ·
/en/help/documents.mdDiagrams in a deliverable
When a drawn figure beats a paragraph or a table, and the contract an inline SVG has to meet to belong in a Plank document — brand tokens, one file, light and dark, readable by a screen reader.
Updated 2026-08-13 ·
/en/help/diagrams.mdBuild a deck: the route
The build route for a slide deck in one short page: download the builders into /workspace/scripts/deck/, put the build script beside them, run the QA before handing anything over, and never write a file under the builders' names yourself.
Updated 2026-09-18 ·
/en/help/deck.mdInteractive HTML dashboards
How HTML files in a Plank workspace can run scripts, open files, and chat — via the plank:run-script postMessage and the @plank-button header.
Updated 2026-07-27 ·
/en/help/html-buttons.mdForms (public submissions)
Turn an app table into a public form anonymous people can submit; responses save as rows.
Updated 2026-08-26 ·
/en/help/forms.md