AI Execution Platform for KPI Outcomes

Action Delivery + Outcome Tracking + Agent Templates

Deliver actions through a built-in Ops UI, track impact, and scale with reusable agent templates.

Get a DemoStart 6-8 Week Pilot
ActionsOwnersApprovalsRun logsImpact trackingPrivate AI
Private AI contour per client with governance
Action delivery UI with approvals and run logs
Impact tracking tied to operational KPIs
Active actions+12%

Needs approval

Budget pacing drift detected

Marketing · Paid Social

ApproveReview

Impact tracked

+8.2% conversion lift

30-day delta

Execution UI, not a chatbot

Built-in Action Delivery Interface

Planerix ships a native ops workspace for approvals, tasks, and outcome tracking.

Action Inbox

All recommendations, incidents, and tasks in one place with clear owners.

Approvals & Run Logs

Every action is approved, logged, and auditable before execution.

Outcome Tracking

Before/after impact tied to KPIs, OKRs, and owners.

Action Inbox

Live
Open actions18
Owners7
SLA risk3
Unified action queue with owners, due dates, and evidence.

Approvals & Run Logs

Audit
Pending approvals5
Approved today12
Policy checks100%
Every execution is approved, logged, and traceable.

Outcome Tracking

Impact
KPI delta+8.2%
Window30 days
OwnerGrowth
Before/after impact tied to KPI owners and OKRs.

3 pains → 3 outcomes

From chaos to controlled execution.

Data chaos

Single execution view

Problems show up too late

Daily agents detect early

No execution after insight

Tasks + automations + impact

How it works

From data to decisions to delivered actions

Every action is traceable to evidence and measured by outcomes.

1

Connect

Unify data from any system.

2

Model

Entities + KPI semantics + ownership.

3

Detect

Signals with evidence and thresholds.

4

Plan

Master agents create execution plans.

5

Deliver

Actions UI with owners + approvals.

6

Measure

Impact tracked per KPI/OKR.

ApprovalsRun logsEvidenceImpact trackingPrivate AI

Outcomes, not activity

Every action delivered with measurable before/after impact.

CPA ↓ after creative refresh

Action delivered: Creative refresh project + pacing fix

CPA 42 →→CPA 34

SLA response time ↓

Action delivered: Routing change + escalation

FRT 4h →→FRT 1.5h

Attribution coverage ↑

Action delivered: Tracking fixes + CRM mapping

Coverage 62% →→Coverage 84%

Cash gap risk ↓

Action delivered: Finance guardrails + approval flow

Risk 18% →→Risk 6%

Why Planerix (vs agent builders)

We deliver execution, not just chat-based automation.

Capability
Agent builder
Planerix
Truth layer
Prompt + tools
Contour with entities + KPI semantics
Execution surface
Chat or ad-hoc actions
Action delivery UI with owners
Governance
Manual follow-up
Approvals, run logs, policies
Impact
No measured outcomes
Before/after KPI tracking
Reuse
One-off agents
Template library + versioning

One foundation, any workflow

Connect once and scale across teams.

Marketing

Pacing, fatigue, attribution.

KPI examples

ROAS, CAC, LTV

Sales & RevOps

Lead SLA, velocity, discount policy.

KPI examples

Win rate, TTF, Pipeline velocity

Finance

Cashflow, OPEX guardrails, margin.

KPI examples

Runway, Margin, Forecast accuracy

Procurement

Supplier risk, price drift, approvals.

KPI examples

Cost variance, SLA risk

Warehouse

Inventory levels and OOS prevention.

KPI examples

Availability rate, Turns

Operations

Process compliance and variance.

KPI examples

Cycle time, SLA compliance

Support

Ticket triage, response automation.

KPI examples

FRT, CSAT

HR

Hiring SLA and retention signals.

KPI examples

Time-to-hire, Retention

Vector memory = institutional intelligence

Store cases, playbooks, docs, decisions, and action history to improve every next move.

Cases
Playbooks
Docs
Decisions
Action history

Memory flow

1Similar-case retrieval
2Recommendation
3Approval
4Action
5Impact log

Automation policies

Control how and when actions run.

Notify

Surface signals and recommended actions to owners.

Guardrails

  • Alerts + evidence
  • No auto-changes
  • Full audit trail

Approve

Human approval before execution.

Guardrails

  • Approval routing
  • Run logs
  • Ownership enforced

Auto-run

Safe actions executed with guardrails.

Guardrails

  • Policy checks
  • Rollback options
  • Impact tracked

Use-case teasers

Real signals and actions across functions.

Marketing pacing

Detect pacing drift and open budget actions.

Funnel SLA

Escalate lead aging before pipeline stalls.

Conversation intelligence

Highlights next steps and compliance risks.

Cash gap

Forecast cash gaps with approvals.

OOS risk

Inventory alerts with action plans.

Ticket triage

Auto-route and draft responses.

Benefits teams feel in the first 30 days

Execution clarity, faster delivery, and measurable outcomes.

  • Fewer blind spots: data quality + integrity checks
  • Faster execution: actions delivered with owners & deadlines
  • Governed automation: approvals + run logs
  • Measurable outcomes: impact tracked on KPI/OKR
  • Reusable templates: client-specific agents become playbooks

Evidence-led execution

Proof, not promises.

Run logs with evidence snapshotsTracked impact across KPIsAction delivery UI with ownersReusable agent templates
Quick consultation

Request a fast consultation

Share your name, email, and country to schedule a quick planning call.

  • Short discovery call within 1 business day
  • Review your KPIs, data sources, and workflow goals
  • Receive a pilot outline with timing and scope
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6-8 week pilot

Foundation + 3-5 agents with impact tracking

Start with a demo or launch a fast ROI pilot with governed automation and clear deliverables.

Get a DemoStart 6-8 Week Pilot