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Workflow Planner

See how the work could flow.

Explore an example. Change a decision. See where people, software and AI fit together.

Press play or select a step to explore.

Step details

About this example

These are authored scenarios, not connected systems or measured results. Tool names show possible roles, not a recommended stack. Role and tool edits change labels; the two switches and sample situation change the walkthrough. Your edits stay in this tab until you leave or reset it.

Start a new brief from this example?

This replaces your current unsaved planning draft. A copy you saved on this device is kept until you choose to save over it.

Reference shelf

What existing tools can do — and what to check.

Explore how AI tools, automation and business software could support your workflow. Each link takes you to the provider’s guide.

Manus

Manus: connected apps

Connects apps such as email, calendars and CRM so Manus can use their information and take available actions in a task.

Check which actions your connector supports, what it can access and what should need your approval.

n8n

n8n: workflows and AI

Combines workflow steps with AI models, agents, tools and memory to connect work across different services.

Plan for failed steps, repeated runs and human checks before an action changes business records.

Salesforce

Salesforce: Flow and Agentforce

Makes Salesforce Flow automations available as actions an Agentforce agent can use.

Check your edition, permissions and which records each action is allowed to change.

Claude

Claude: connected tools

Uses connectors to find information and take actions in services your team already uses.

Review the connected account's access and the actions you want a person to approve.

ChatGPT

ChatGPT: connected apps

Brings information and supported actions from connected services into a ChatGPT conversation.

Available features depend on the app, plan and workspace settings. Check permissions before connecting business data.

Langflow

Langflow: visual AI workflows

Lets you visually connect models, data sources, agents and tools, then test the resulting flow.

A working demonstration still needs evaluation, access controls and someone responsible for maintaining it.

Intercom

Intercom Fin outcomes

Defines billable outcomes, including confirmed and assumed resolutions.

A supplier’s billable outcome is not proof of your business result. Agree measurement, exclusions and human handover.

Zoho

Zoho Agents

Documents agent instructions, knowledge and connected tools.

Check the available tools, permissions and licence in your own account.

Zoho

Zoho CRM widgets

Documents embedded interfaces that can extend CRM workflows.

Edition, permissions and platform limits still apply.

HubSpot

HubSpot Agent Builder

Documents agents with configured inputs and actions.

Check subscription access, credits, permissions and each action.

HubSpot

HubSpot workflow actions

Documents automation actions inside its workflow tools.

Available actions depend on the account and subscription.

v0

v0: external APIs

Documents connecting a generated application to external APIs.

An AI app builder does not take responsibility for access control or production support.

Vercel

Vercel: shared responsibility

Explains the responsibilities shared by a cloud platform and its customer.

Application security, permissions and operating decisions remain work to assign.

Lovable

Lovable: integrations

Documents ways to connect an application to services.

Check exact operations, credentials, limits and failure handling.

Lovable

Lovable: ownership and hosting

Documents deployment and ownership considerations.

This is context for later investigation, not a hosting or tool recommendation.

A few useful answers.

What can I plan with this?

Start with one piece of work: handling enquiries, onboarding a customer, approving an invoice or passing information between spreadsheets and other tools. Map the steps, who does them and what you want to improve.

Can I use it for a CRM project?

Yes. Map how customer information moves through your team, what your current CRM handles and where people rely on spreadsheets or manual work. Use the CRM example to explore the planner, or start with your own workflow.

Will it recommend a product to buy?

It helps you decide what you need before choosing a product. You can compare improving an existing tool, buying software, connecting tools or building something specific. The tool cards are starting points to explore; the planner does not rank products or choose one for you.

Can my plan combine people, existing software and AI?

Yes. Different steps can use different approaches. You might keep customer records in your CRM, connect a spreadsheet and use AI to prepare a draft that a person checks. The planner lets you record that mix and who is responsible for each part.

Does the planner use AI or run my workflow?

The examples are interactive walkthroughs with fixed scenarios. Changing a situation or check shows a possible consequence; it does not run an agent or connect to a real system. Use an example as the starting point for a planning brief, or build your own through guided questions. Your written answers are not sent to an AI service.

What do I do with my finished plan?

Review the draft and download your brief. Walk through it with the people doing the work and whoever would build or configure it. Check the assumptions, agree one small test and decide what a better result would look like. The brief is a starting point for that conversation, not a finished technical specification.

Where are my answers saved?

Example edits stay in this tab and are lost when you leave or reload. In the custom planner, you can choose Save on this device to enable automatic saving of your planning brief in this browser. Anyone using the same browser may be able to see it. Clearing the device copy does not remove PDFs or other files you have downloaded.

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