Do I need Claude or ChatGPT to use Plana?

No. Plana has its own assistant built in, and everything it does has a button too.

Works with Claude and ChatGPT

Ask about your jobs from Claude or ChatGPT.

If you already use Claude or ChatGPT, connect Plana and ask about your work there: where's the Riverside job at, what's due Friday, what did that banner run cost us.

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A job in Plana: its items, due date, quoted value, customer and recent activity

How it works alongside

It sees only what you can see, and acts as you. Prices and margins stay with owners and admins, and anything it would send to a customer still waits for approval.

Setting it up

1
Connect it
Add Plana as a connector in Claude or ChatGPT and sign in with your Plana account.
2
Ask about your work
Find a job, check what's slipping, or start a job from an email.

Questions

Do I need Claude or ChatGPT to use Plana?: No. Plana has its own assistant built in, and everything it does has a button too.

Outlook and Microsoft 365

Keep using Outlook. Lose the digging.

Job tracking

Where's every job at? It's on one page.

Try it on your next job, free.