> ## Documentation Index
> Fetch the complete documentation index at: https://docs.plane.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Ask Plane Agent for answers, reports, and reminders in the app and Slack

> Plane Agent (beta), your AI teammate for back-office work, is now available in Plane in addition to Slack. Ask about your team, payroll, payments, onboarding, time, or compliance.

<img src="https://mintcdn.com/plane/rRzf5MhZ7x1iNpml/changelog/images/2026-08-20-ask-plane-agent-for-answers-reports-and-reminders-in-the-app-and-slack/1.png?fit=max&auto=format&n=rRzf5MhZ7x1iNpml&q=85&s=0cbe6f4ace291d8f2431664bc1f40b5d" alt="Ask Plane Agent for answers, reports, and reminders in the app and Slack" width="1120" height="566" data-path="changelog/images/2026-08-20-ask-plane-agent-for-answers-reports-and-reminders-in-the-app-and-slack/1.png" />

* **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](https://help.plane.com/en/articles/16533619).
* **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](https://app.plane.com/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?](https://help.plane.com/en/articles/15264134) and [Tips for getting the most out of Plane Agent](https://help.plane.com/en/articles/15265819).

### 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.
