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  • Three ways to access the Agent in Plane: Use the Agent button in the top right of any page, the command menu (Press ⌘K [Ctrl+K on Windows], then Tab), or Chats in the navigation menu, where your conversations are saved. See Getting started with the Plane Agent.
  • Get answers from your own data: Ask it about team members and their profiles, compensation history, payroll status and what’s blocking it, payments and charges, time off, expenses, or who’s still missing a W-8, W-9, I-9, or W-2. Ask the way you’d ask a person.
  • Get the finished report, not just the answer: Plane Agent now reads and creates attachments. Ask for a compliance report on who has signed a W-9 and who hasn’t, and the Agent gathers the data, does the analysis, and hands you the report. Attach a document to show the format you want, and it returns the result as a file you can download.
  • Have it remind people for you: When the answer is a list of people who need chasing, ask the Agent to message them. The messages arrive in each person’s Plane notifications, and as a Slack direct message if Slack is connected.
  • Your conversations are private to you: Nobody else in your workspace can read them, including other admins and your workspace owner.
Turning it on: Any admin can enable Plane Agent from the Features catalog. Every admin and manager in your workspace can then use it, and other roles don’t see it. For the full picture, see What is Plane Agent? and Tips for getting the most out of Plane Agent.

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Other improvements and fixes

  • More detail when you review time off requests: The time off list and the review window now name the days: a request for non-continuous days reads Fri 11, Mon 14 Sep 2026, and days that run together collapse into a range, such as Mon 10 – Fri 14 Aug 2026. The review window also flags a request that includes a Saturday or Sunday, in case it was picked by mistake, and Time off history shows when someone last took time off and their next approved dates.
  • Journal entries for split funding charges: We fixed an issue in accounting where a large funding for contractor payments or invoices, split into more than one charge, could leave a journal entry out of balance. Journal entries now carry one Funds debited credit line per bank debit, so they balance and each line matches a single line on your bank feed.
  • Birthday and work anniversary events: We fixed an issue where these events were not created for team members who joined more recently, so they were missing from the calendar feed.
  • State on the People report: A State / Province / Region column is now available on the People report, and the filter accepts either the full name or the code, so Colorado and CO both return results.