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AI agent for Project and planning

A planning that works before it gets tight.

The Planning Agent plans like your best planner. It checks the jobs that were sold, looks at distance, skills, availability and equipment, and flags clashes before they happen.

Works inside:

Planning Agent

Thursday is overbooked. Want me to fix it?

What a Planning Agent can do for you

Agents work inside OpusFlow with your data and your permissions. You stay in charge.

Checks sold jobs before planning

Reviews sales orders for anything extra that is needed or special, before they go to planning.

Builds an efficient schedule

Looks at distance, route and the availability of your team.

Matches skills and equipment

Plans people with the right skills and what the job needs, such as a ladder or a crane.

Flags clashes early

Warns you about clashes before they happen.

Concept or final schedule

Proposes a concept for your approval, or plans it for you.

Runs on a schedule

Can plan at set intervals, without you checking every time.

See it at work

Ask in plain language. The agent does the digging, prepares the work and asks before it changes anything.

How it works

Describe the job

Create the agent as an admin and tell it in plain language what it is responsible for.

It works in your data

It reads and prepares inside OpusFlow, only with the access you give it. Run it when you ask, or on a schedule: daily, weekly or monthly.

You stay in control

Ask for approval on every change, or let the agent run on a schedule once you trust it. Every action is logged.

Works inside these modules

Agents you can trust with your business

Built into OpusFlow, so the same rules apply as for everything else in your account.

You stay in control

Choose when an agent asks for your go, and when it may act on its own.

Your permissions

An agent can only see what its user may see.

Fully logged

Every action is recorded and traceable.

Your data stays yours

Isolated per account, never mixed.

Every agent is built around your business

Describe the job, set what it may do and let it get to work. Admins create agents under Management, Agents.

Meet the rest of the team

Questions about the Planning Agent

Which jobs can an agent do?

Agents work on sales, planning, purchasing, administration and more. Each agent page shows what that agent can do.

Do I need technical knowledge?

No. You describe the job in plain language. The agent builds and runs it inside OpusFlow.

Which data can an agent see?

Only what you give it access to, with the same permissions as a user. Your data stays in your own account.

Does an agent change things on its own?

You decide. Start with approval for every change, and let an agent run on its own on a schedule once you trust it. Every action is logged.

Can I build my own agent?

Yes. Every OpusFlow customer can create agents. An admin describes the job in plain language and chooses what the agent may do.

Resources

Information

A planning that works before it gets tight.

What a Planning Agent can do for you

Checks sold jobs before planning

Builds an efficient schedule

Matches skills and equipment

Flags clashes early

Concept or final schedule

Runs on a schedule

See it at work

How it works

Describe the job

It works in your data

You stay in control

Works inside these modules

Planning

Agents you can trust with your business

You stay in control

Your permissions

Fully logged

Your data stays yours

Every agent is built around your business

Meet the rest of the team

Lead Generation Agent

Heat Pump Agent

Onboarding Agent

Contract Agent

Questions about the Planning Agent

Which jobs can an agent do?

Do I need technical knowledge?

Which data can an agent see?

Does an agent change things on its own?

Can I build my own agent?

Schedule your free demo

What can I expect?

Laura Barranco - Head of Finance and Operations

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