The workspace where signals become governed work
Planerix runs one operating loop: connected context, grounded AI, routed actions, approvals, and measured impact.
Live product preview
The landing now presents clean UI fragments from the real product language instead of a compressed full-screen screenshot.
Operating score
72
+9
Key priorities
14
11 active
Escalations
5
2 today
The core operating surfaces
Leadership, finance, execution, and connector readiness already live in one product contour.
Executive dashboard
A real operating view with KPI movement, blockers, org focus, and action pressure.
Operating score
72
+9
Key priorities
14
11 active
Escalations
5
2 today
Finance and business health
Cash, margin, plan vs fact, and business context sit next to execution, not in a disconnected report.
Cash buffer
€96k
+11%
Gross margin
58.4%
+2.1pp
Runway
13.2 mo
stable
Meetings and follow-through
Meeting context, action items, and execution status stay tied to the same owners and metrics.
Launch first 20 free organizations
62%Project: Planerix growth rollout
Owners: CEO, Growth, Product
Integration onboarding
Track readiness, connector coverage, and what is needed before agents can act safely.
Ready connectors
4 / 6
Credential scope
Org and user credentials are separated
n8n templates are linked before automation can run.
Google Calendar
Org scope
Gmail Inbox
User scope
Meta Ads
Org scope
LinkedIn Lead Gen
Org scope
Agents operate on connected context
The goal is not generic chat. Each agent reasons over connected entities, recent history, approved actions, and the same KPI vocabulary used by the product.
Executive and control agents
Summarize what changed, where risk sits, and which approvals or escalations are needed now.
Revenue and marketing agents
Analyze pacing, attribution, CAC pressure, creative fatigue, and downstream sales impact.
Operations and finance agents
Connect delivery, meetings, budgets, and execution quality with margin and forecast movement.
Impact is a first-class product contour
A recommendation is only useful if teams can later see whether it moved the metric and what side effects appeared around it.
What the impact layer needs
- Baseline snapshot before action execution
- Observation windows for D+7, D+14, and month-over-month comparison
- Primary metric, guardrail metrics, and context metrics
- Linkage back to task, project, owner, and approval trail
Baseline saved
Before an action starts, Planerix stores what the KPI looked like and which context metrics matter.
Action executed
Tasks, approvals, projects, and routed work are recorded with owners, timestamps, and evidence.
Observation window
The system compares recent history, current period, and control context to estimate effect.
Observed impact
Teams can review whether an action helped, partly helped, or did not move the target metric.
Governance is part of the product, not an afterthought
The production contour needs clear policies around access, approval, evidence, and action routing before teams hand more control to agents.
Role-based routing
Every action proposal lands with the right manager, owner, or approver instead of a generic queue.
Approvals and audit
Sensitive actions pass through approval policy with a complete run log and evidence snapshot.
Measured outcomes
Teams see not only what was recommended, but what was executed and what actually changed.
Plan your first governed rollout
We will show the current product, the production demo contour, and the rollout order that fits your sources and team structure.
- Product walkthrough using the live workspace and real screens
- Connector and role mapping for the first rollout wave
- Impact design for actions, approvals, and measured results
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Review the product against your real operating model
Bring your KPIs, source systems, and rollout questions. We will map how the current product fits your execution workflow.