Using Plane Agent

Documentation Index

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Plane Agent helps you get answers and take follow-up action across your Plane workspace without clicking through every screen manually. You can ask questions in plain English, and the agent can look across workers, payroll, time off, documents, compliance, and expenses to give you a useful operational answer. Plane Agent is strongest when you ask for an outcome, not a raw object. Instead of starting with “show me every record,” start with the decision or summary you need.

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What Plane Agent is good at

Use Plane Agent when you want to:

• look up workers, profiles, compensation, and reporting relationships
• understand what payroll needs review, what is blocked, and what is coming up
• check compliance status, tax forms, and missing documents
• answer time-off and timesheet questions using relative dates like “today” or “this month”
• review expenses, expense reports, charges, refunds, and company entities
• summarize findings across multiple records instead of reading each one

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Ask questions by outcome

Plane Agent works best when your prompt includes:

• a goal: what you need to know or decide
• a scope: a person, team, country, date range, or document type
• a domain: payroll, time off, compliance, expenses, or workers

For example:

• What payrolls need my attention today?
• Who's starting in the next 30 days?
• Which US employees don't have Form I-9 on file?
• Who hasn't submitted their timesheet this week?
• Show me Matt's expenses.

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What you can ask Plane Agent

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Workers and org questions

Plane Agent can help you answer questions about people, teams, compensation, and reporting lines. Example prompts:

• Can you find Matt Park?
• Show me Karen's profile.
• What pay schedule is Matt on?
• When is his next payday?
• What's our current headcount by department?
• Who's starting in the next 30 days?
• Who has work anniversaries coming up this month?
• Show me the average salary by department.
• Show me everyone who reports to Matt.

What you should expect:

• If multiple people match a name, Plane Agent should ask which one you mean before showing full details.
• You can use natural follow-ups like When is his next payday? after the first answer.
• If a worker is not on payroll yet, Plane Agent should say that instead of guessing.

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Payroll and pay schedule questions

Plane Agent is especially useful for operational payroll review. It can help you understand what needs action, what is blocked, and what is happening next. Example prompts:

• What payrolls need my attention?
• Are any payrolls being processed right now?
• What payrolls are coming up?
• What's my next payroll?
• How much will I be charged for the next payroll?
• Does the next payroll include benefits?
• What's blocking the next payroll?
• Give me a payroll breakdown for the upcoming payroll.
• What's the total cash requirement for the upcoming payroll?
• Summarize all the payroll issues we have right now and tell me what I should prioritize.

What you should expect:

• Plane Agent should prioritize action items over passive status updates.
• It should summarize totals and blockers clearly instead of dumping every line item when a summary is more useful.
• It should keep the answer readable and avoid raw internal identifiers.

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Compliance, tax forms, and documents

Use Plane Agent to check compliance progress, missing records, and tax-form status. Example prompts:

• Which workers have open W-9 requests?
• Show me all US employees and when their I-9 was filed.
• Which US employees don't have Form I-9 on file?
• Give me a compliance audit summary. Who's missing required documents?
• Have 2025 W-2 Forms been distributed to employees?
• List employees missing 2025 W-2s.
• Show me documents for worker wr_test_abc123.

What you should expect:

• Plane Agent should distinguish between missing entirely and still open when that difference matters.
• It should scope the answer to the relevant population, such as US employees, when a requirement only applies to that group.
• It should summarize status cleanly rather than mixing unrelated document types together.

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Time off and time tracking

Plane Agent can help you answer day-to-day questions about PTO, approved time off, and timesheet coverage. Example prompts:

• Show me Daniel's time entries.
• Who has approved time off this month?
• Who's on PTO today?
• Who hasn't submitted their timesheet this week?

What you should expect:

• Plane Agent should understand relative dates like today, this week, and this month.
• It should give a readable summary, including totals when multiple time entries exist.
• If you want to follow up with reminders, Plane Agent should identify the right people first.

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Expenses and finance operations

Use Plane Agent to review spending activity and supporting financial records without drilling into each page yourself. Example prompts:

• Show me Matt's expenses.
• What expenses are included in Matt's travel expense report? Show me the breakdown.
• What expense reports do we have?
• What entities do we have set up?
• Which workers have bank accounts set up?
• Show me details of the most recent charge.
• Show me any recent refunds.
• Show me recent payments.
• Show me the open offers.

What you should expect:

• Plane Agent should show money clearly with currency and readable labels.
• It should avoid exposing sensitive values like full account numbers.
• It should use names instead of opaque identifiers whenever possible.

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Multi-step analysis

Plane Agent can do more than a simple lookup. You can also ask it to combine multiple records into a summary or recommendation. Example prompts:

• We offer an unlimited PTO policy but are concerned that certain employees are not taking enough time off. Can you help identify employees who seem to be under utilizing the benefits?
• I'm trying to plan an offsite for the team sometime in 2026. Suggest windows of times when the least amount of vacations are taken and are spaced outside of national holidays and school holidays in the Bay Area.
• Show me a report that breaks down total payroll cost per worker every month. How would that change if we added one more full time employee?
• Can you show me a list of pending severance runs, and for each run, the age of the person? Call out anyone over the age of 40 who may need special attention for compliance.

What you should expect:

• Plane Agent can combine multiple data sources and summarize the result in plain English.
• When part of the answer depends on approximation or limited data, it should say so.
• The best answers focus on what you should know or do next, not just a raw table.

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How conversations with Plane Agent work

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It keeps context across follow-up questions

Once Plane Agent has identified the person or payroll you mean, you can keep the conversation going naturally. Example flow:

• Find Matt Park.
• What's his email?
• When is his next payday?

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It should clarify instead of guessing

If more than one record matches your prompt, Plane Agent should ask you to pick the right one before it moves forward.

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It should handle missing data gracefully

If the underlying record does not exist or the data is incomplete, Plane Agent should explain the limitation and suggest the next best step instead of showing an error dump.

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What not to ask Plane Agent

Plane Agent is built for work inside Plane. It is not a general-purpose assistant for unrelated tasks. Examples of poor-fit prompts:

• Write me a poem about payroll.
• What's the weather like today?

Better alternatives:

• What payrolls need attention today?
• Who's on PTO today?
• Which workers are missing W-2s?

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Frequently asked questions