Planview AgilePlace
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AI Agent for Planview AgilePlace

Update your Kanban boards, generate status reports, and sync team tasks automatically. DoMyWork AI agents work with Planview AgilePlace and 1,500+ apps to keep your project delivery moving.

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Move all cards in the 'Ready' lane to 'In Progress'
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Create new cards from these Jira tickets
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Turn your Kanban board data into real project progress

Update card statuses, flag bottlenecks, generate progress reports, and sync tasks across your tools.
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DoMyWork
Planview AgilePlace

14 cards moved to progress

Planview AgilePlace14 cards moved to progress
1

Catch up on every card that stalled last week

"Check my AgilePlace board for cards that haven't moved in 5 days, draft a quick check-in email in Gmail for the owners, and post a list of these bottlenecks to Slack."

2

Generate a weekly status report from board activity

"Pull all cards moved to 'Done' this week, summarise the completed features, and email the report to the stakeholder group."

3

Sync new project requirements from email

"Scan my inbox for requests from the client, create new cards in AgilePlace for each one, and assign them to the backlog."

4

Prepare for the team planning meeting

"List all cards currently in the backlog, sort them by priority, and create a summary document in Google Docs."

5

Identify overloaded team members

"Count the number of active cards assigned to each team member and report anyone with more than 5 cards."

Got a different task in mind? Describe it

How Does a Planview AgilePlace AI Agent Work

1
Connect Your Apps
Planview AgilePlace
Gmail
HubSpot
2
Type Your Task
Describe...
3
Agent Executes & Reports Back
Planview AgilePlace
HubSpot
See it in action
🛸 Autopilot

Act on your project data the moment it changes — with agents on autopilot

The agents work across your apps 24/7.
They catch new cards, flag risks, and update your reporting before you even open the board.
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Setting up an autopilot is too easy
1. Select when agent is executed
New card is created
2. Describe the task to agent
Describe...

1. Flag high-priority cards the moment they are created

WhenNew card is created
Then

Read the card details, check if the priority is set to 'Critical', and post an alert to the team Slack channel if it is.

Put on Autopilot
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2. Send a daily summary of board changes

WhenEvery day at 09:00 AM
Then

Summarise all cards moved yesterday and send a digest to the project team.

Put on Autopilot
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3. Catch cards left in 'Review' for too long

WhenEvery Monday at 08:00 AM
Then

Check for cards stuck in 'Review' for over 3 days and notify the lead.

Put on Autopilot
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4. Detect duplicate cards automatically

WhenNew card is created
Then

Compare the new card title with existing cards and flag if a duplicate is found.

Put on Autopilot
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5. Route new client requests to the backlog

WhenNew email is received
Then

Extract the request, create a card in the backlog, and notify the PM.

Put on Autopilot
DoMyWork Integration
Build your own autopilot
Set the trigger. Describe the action. Done.
1. Select when agent is executed
Planview AgilePlace
Select
2. Describe the task to agent
jobs

Playbooks

Turn any repetitive process into a click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.
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New Project Setup Playbook
1.
FormCollect data with form
1. Enter Project Details
Enter Project Details

Fill fields below 👇

2.
AI AgentExecute agent from playbook
2. Generate Task List
Agent

Create a list of project tasks for {{Project Name}} based on a team size of {{Team Size}}.

3.
Complete in a clickSend data to 1500+ apps
3. Create Board Cards
Create CardinPlanview AgilePlace
4. Notify Team
Send MessageinSlack
playbook

New Project Setup Playbook

Create a new board and populate it with standard project cards.
playbook

Status Report Playbook

Quickly generate a status report for project stakeholders.
playbook

Risk Assessment Playbook

Assess project risks based on board data.
playbook

Stakeholder Update Playbook

Send a quick update to stakeholders.
playbook

Resource Planning Playbook

Review resource allocation.
1500+ App Integrations

Connect Planview AgilePlace + Your Favourite Apps With AI Agents

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ChatWorkflowMAXWorkflowMAXFlexisignFlexisign

Automate any manual work with AI Agents 

One-off tasks in one message

Chat
When
New card is created
Then
|

Recurring Work on autopilot

Autopilot
Board Cleanup
Enter board URL
Identify stale cards
Archive completed items

Repetitive Processes in 1 click

Playbooks
Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability
DoMyWork
AI agent + execution
Claude Code
Agentic dev CLI
Anthropic Cowork
Desktop file agent
Zapier / Make / n8n
Rule-based automation
ChatGPT + Copilot
General AI assistants
Getting Started
Instant To Start, No Setup App Install Needed
Flows Must Be Built First
No Pre-Mapping Needed
Every Field Must Be Mapped
No Technical Skills Needed
Terminal, Scripts, Infra
Gets Complex Fast
Reach & Execution
Built-In App Connections
1500+ Apps
Manual Config
Via Connectors Only
Each Needs Its Own Flow
Own Ecosystem Only
Web Research & Scraping
Built-In, No Extra Setup
Not Automation-Grade
Intelligence
Reasons Through Edge Cases Reasons, Rarely Acts
Scheduled Tasks Limited Support
Single Prompt, Multi-App
Each App Pair Needs Own Flow
Conversation-Scoped Only
A Product by
integrately
Trusted by
42,000+ businesses worldwide
Certified
soc-2iso-27001gdpr
FAQ

Questions
About Planview AgilePlace AI Agent

Planview AgilePlace
do-integration-icon
It is an intelligent layer that connects Planview AgilePlace to your other apps. It reads, writes, and updates your Kanban boards based on your plain-English instructions.
faq-bg
Give It a Task.
Watch It Get Done.
Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.
👇 Tell the AI agent what to do