Automate work across teams and tools
Build reliable flows with schedules, branches, approvals, and tool calls — fully observable and governed.
Automation control panel
Runs • Latency • Success rate
Runs/day: 210k
Success: 99.2%
p95: 180ms
Approvals: 1.4k
Retries & idempotency
Built-in
Triggers
Start flows from events, changes, or inbound webhooks.
- Record created/updated
- Status or field change
- Webhook & API call
- Schedule/time window
Flows & branches
Model business logic with branches, loops, and fallbacks.
- If/else & switch
- Parallel steps
- Retries & backoff
- Dead-letter queues
Actions & tools
Write to Planerix modules and external systems.
- OKR/Project/CRM actions
- Email/Slack/Teams
- HTTP + OAuth2
- CSV/XLSX export
Human-in-the-loop
Insert approvals and task handoffs where needed.
- One/two step approvals
- Owner routing & SLAs
- Escalation chains
- Audit trails
Guardrails
Least-privilege credentials and scoped contexts.
- RBAC-scoped actions
- Secrets vault
- Rate limits
- Change review gates
Run logs & observability
See every run, step status, latency, and outputs.
- Run timeline
- Inputs/outputs diff
- Alerts & webhooks
- SLO dashboards
Example: Risk alert flow (YAML)
Event → Branch → Notify → Task
trigger: type: event source: crm.deal.updated when: - field: stage op: in value: ["Negotiation","Proposal"] - field: last_activity_days op: ">" value: 7 steps: - id: score action: ai.classify input: "{{deal.notes}}" params: { labels: ["low","medium","high"] } - id: branch action: branch on: - when: "{{steps.score.output == 'high'}}" then: - action: notify.slack channel: "#revenue-alerts" message: "⚠️ High-risk deal {{deal.name}} — owner {{deal.owner}}" - action: tasks.create assignee: "{{deal.owner}}" title: "Recovery plan for {{deal.name}}" due_in: "3d" - default: - action: log.info message: "Risk acceptable for {{deal.id}}"
Inbound webhooks & schedules
Trigger flows from your systems using signed webhooks, or run on cron-like schedules in your timezone.
- HMAC signatures & timestamp tolerance
- Per-flow secrets and IP allowlists
- Cron & calendar schedules with holidays
- Time windows and blackout periods
Starter recipes
Deploy in minutes — customize as you scale
Weekly OKR check-ins
- Every Fri 16:00 CET
- Ping owners
- Collect updates
- Post summary to #leadership
Deal risk alerts
- Detect idle >7d
- Score risk
- Notify AE & manager
- Create recovery plan
Finance snapshot
- Gather P&L signals
- Reconcile variances
- Export XLSX
- Email CFO
Governed automation for enterprises
RBAC, secrets vault, audit logs, and SLOs included.
Discuss rolloutFrequently asked questions
Automation, reliability, and governance
Talk to our team
We’ll help design your first automations
Contact details
- Email: hello@planerix.com
- Phone: +48 12 345 67 89
- Office: ul. Przykładowa 123, Kraków, Poland