Resource Planner, worked by an AI employee
Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Resource Planner account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.
- Project Management
- Connects with a key
- 16 ready-made tools
- Asked in Slack or Teams
An illustration of how the conversation reads, not a transcript from a client account.
What Resource Planner is
Resource Planner helps teams schedule people, manage projects and assignments, and review workspace time entries.
You paste in a key from your own Resource Planner account. It is kept encrypted, and you can withdraw it from inside Resource Planner whenever you like.
One message in, the work done in Resource Planner.
- 01
You ask
You message your AI employee in the chat your team already has open, in one sentence, in your own words.
- 02
It works out the step
It decides what the job needs in Resource Planner. You do not pick anything from a menu or wire anything together.
- 03
It does the work
Signed in to your own Resource Planner account, inside the access you granted it, doing the thing you asked for.
- 04
It reports back
It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.
What it can do in Resource Planner
These are the ready-made tools your AI employee already has in Resource Planner. It is not limited to them, but it never has to be taught these.
- Create AssignmentAssign one resource to one project for a date range and return the created assignment ID.
- Create ProjectCreate a project with a title and optional note, color, and visibility, then return its project ID.
- Create ResourceCreate a workspace resource with optional capacity, workdays, note, and visibility, then return its resource ID.
- Delete AssignmentPermanently delete one assignment by its assignment ID.
- Delete AssignmentsPermanently delete 1-25 assignments sequentially. The operation is not atomic: each ID has its own outcome, successful deletions are not rolled back, and processing stops after an
- Delete ProjectPermanently delete a project and all of its assignments. This cascading deletion cannot be undone.
- Delete ResourcePermanently delete a resource and all of its assignments. This cascading deletion cannot be undone.
- Get ProjectRetrieve one current workspace project by its project ID.
- Get ResourceRetrieve one current workspace resource by its resource ID.
- List AssignmentsReturn all assignments, optionally narrowed to a project, a resource, or both.
- List ProjectsReturn every project in the connected Resource Planner workspace, including project IDs and editable planning fields.
- List ResourcesReturn every resource in the connected Resource Planner workspace, including resource IDs needed for assignment workflows.
- List Time EntriesReturn one page of workspace time entries, with an optional total-duration summary and a cursor for the next page.
- Update AssignmentReplace an assignment's internal note and return all affected assignment IDs.
- Update ProjectUpdate at least one of a project's title, note, color, or visibility. Omitted fields are preserved by reading the project before updating it.
- Update ResourceReplace a resource's internal note without changing its scheduling fields, then return the current resource.
You stay the boss of your Resource Planner account.
Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.
How we handle your data- It signs in to your own Resource Planner account. You are not moving anything into ours.
- You grant access one app at a time, and you can take it back the same way.
- Everything it does in Resource Planner is written down, with what it did and when.
- Anything you tell it to check with you first, it checks with you first.
It works in Resource Planner and the rest of your software in the same job
A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.
Questions people ask about Resource Planner
- Can an AI employee really work inside Resource Planner?
- Yes. It signs in to your own Resource Planner account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
- Do I have to move anything out of Resource Planner?
- No. Nothing moves and nothing is replaced. Your records stay in Resource Planner, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
- How does it get into my Resource Planner account?
- You paste in a key from your own Resource Planner account. It is kept encrypted, and you can withdraw it from inside Resource Planner whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
- What can it actually do in Resource Planner?
- It has 16 ready-made tools in Resource Planner today, among them Create Assignment, Create Project and Create Resource. The full list is on this page. It is not limited to those, but it never has to be taught them.
- Can it use Resource Planner and the rest of my software in the same job?
- Yes, and that is usually the point. Reading a message in one app, checking a record in Resource Planner and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
- Who decides what it is allowed to do in Resource Planner?
- You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Resource Planner is written down with what it did and when.