Org structure, goals, policies and processes — how the company is run.
The regular-management layer: who owns what (org structure & RACI), the goals and KPIs everyone is driving, the policy and knowledge base, and the business processes that turn strategy into repeatable work.
The everyday jobs this workspace hands off to Plank — you review the finished work, not the busywork.
From a conversation with the owner the agent draws the whole structure: roles, reporting lines, goals, functions and KPIs — right in this table.
“Describe the company — I’ll build the org structure”Goes through every role and finds work no one is formally responsible for — like marketing and DevOps here.
“Which functions does no one own?”Keeps the role↔employee link current across new hires, transfers and departures.
“Who’s on accounts now?”Suggests a measurable metric for a role’s goal and checks that KPIs aren’t duplicated across roles.
“What KPI does the project manager have?”Breaks all the agency’s work into functions and highlights duplicates and gaps between roles.
“Break the company’s work into functions”Generates a role description — goal, area of responsibility, functions and requirements — for hiring and onboarding.
“Build a profile for the engineering team lead”Looks at workload and goals and advises which roles to open next as you scale.
“Who to hire next when doubling in size?”Builds a RACI for key processes — who’s responsible, who participates, who to inform.
“Build a RACI for project delivery”Finds people juggling too many roles and roles where responsibility is blurred.
“Who’s overloaded with roles?”Suggests what to take off the director and managers and who to hand it to as the team grows.
“What to delegate from the director?”Ties a new role to an onboarding checklist, access and documents so every start follows the template.
“Set up onboarding for a new role”Prepares a summary for the owner: headcount, open roles, risk areas and structure changes over the period.
“Compile an org structure report”Pulls numbers from bank statements, CRM, analytics and other Plank tables and updates the period’s metrics itself.
“Update the metrics for the week”Writes a weekly note: where we’re behind, by how much and why — backed by numbers, not gut feel.
“Why is the sales KR behind?”Suggests goals and key results for next quarter, based on actual outcomes and trends.
“Suggest OKRs for Q4”Links the company goal to department and role goals and shows where the contribution sags or is duplicated.
“Link the department goals to the company goal”Turns vague “improve” and “increase” into measurable key results with target values.
“Make this goal measurable”From the current pace it estimates whether a KR will hit target by quarter-end and flags what’s falling short.
“Will we reach 18M?”Assigns “on track / at risk / off track” by the rules and keeps statuses current without manual coloring.
“Update the status lights for the goals”Notices when a metric moves the wrong way two periods in a row and warns the owner early, not at quarter-end.
“What should I flag in the metrics?”Reminds goal owners to log progress before the check-in and gathers replies over WhatsApp or email.
“Collect OKR updates by Friday”Compiles a final OKR review for the quarter: what was achieved, what wasn’t, lessons learned — a meeting-ready document.
“Compile the OKR report for Q3”Matches role goals to employees from HR and highlights overload and people without goals.
“Who has no goals for the quarter?”Keeps this dashboard current: any change in the data shows up immediately, no manual report rebuilding.
“Refresh the goals dashboard”Listens as you describe the work in plain words and breaks it into ordered steps, each with its outcome — a ready-made playbook.
"Describe how we take a lead — build the process"Assigns a responsible, accountable, consulted and informed party to every step — and flags steps with no owner.
"Who is responsible for approving the proposal?"Runs every instance of a process: creates tasks per step, sets deadlines and hands off to the next person in the chain.
"Launch onboarding for client Camomile LLC"Looks at which steps runs get stuck on the longest and highlights the jams on the dashboard.
"Where do we get stuck most often?"Pings the step's responsible person as the deadline approaches and reminds the accountable person that a decision is expected.
"Remind whoever is holding up code review"If a step sits longer than expected, it raises it to the process owner or a manager — so nothing falls through the cracks.
"Escalate anything stuck more than 3 days"At each step boundary it passes context to the next owner — what's done and what's needed from them.
"Hand the task off from frontend to QA"Prepares a checklist, brief or document template for a step so the owner doesn't build it from scratch.
"Make a release acceptance checklist"Sees who is overloaded with steps and suggests reassignments when someone is on leave or swamped.
"Who has the most steps right now?"Pulls together a summary of every running instance — what's at which step and what's slowing down — in time for the standup.
"Put together a process status for Monday"Checks how the work actually ran against the playbook and flags skipped steps and workarounds.
"Check whether everyone went through approval"When a process changes, it edits the steps and RACI and keeps the description current — no redrawing diagrams by hand.
"Add a security review step to the release"Writes a ready policy from your description of the process — with structure, steps, roles and owners.
"Describe the process — I’ll write the policy"Transcribes a call recording or screencast and turns the process walkthrough into a formatted document.
"Make a policy from the standup recording"Builds a test on the policy to check that the employee has actually absorbed it.
"Create a test on the sales policy"Grades open test answers by meaning, not by keywords, and assigns the result.
"Grade Aruzhan’s onboarding answers"Tracks each document’s review date and warns in advance when it’s time to update.
"Which policies need updating?"Tracks who has read a policy and who hasn’t — by document and by person.
"Who hasn’t acknowledged the new policy?"Reminds those who haven’t read a new or updated policy — in chat or by email.
"Remind those who haven’t read it"Answers employees’ work questions straight from the policies, with a link to the right clause.
"How do I process a refund under the contract?"Rewrites a policy when the process, pricing or law changes, and bumps the version.
"Update the policy for the new pricing"Compares policies against each other and finds duplicates and rules that contradict one another.
"Are there any conflicts between policies?"Assembles a list of policies for a new employee’s role and the order to study them.
"Build a reading plan for a frontend developer"Turns a long policy into a short cheat-sheet summary with the key steps.
"Make a cheat sheet for the deployment policy"This is what it looks like in Plank — real dashboards with data. Everything is interactive: drag cards, check off tasks. Sample data.
Demo mode — changes aren't saved and reset on reload.