The Planner Agent
Once new information has been linked to a task, the Planner Agent kicks in. It reads the full context of the task and automatically suggests and drafts the next best actions to move it forward.
What it can do:
Suggest new actions to be added to the task
Mark existing actions as complete when the context makes it clear they're done
Update the task's status, priority, or due date based on new information
When does it run?
It runs automatically around 5–10 seconds after a new communication is linked to a task. To avoid unnecessary noise, it won't run more than once every 30 seconds per task — so if multiple updates come in quickly, it waits and processes them together.
When it does not run
It will only run when AI Behaviour is activated for the task's category. It also won't run for:
Tasks created by a workflow (these follow their own defined path)
Tasks that are already completed or dismissed
Tasks that haven't been assigned a category yet
A note on task categories
Each task category has its own approved list of actions. The Planner only ever suggests actions from that list. Every task needs a category for the Planner to know which actions are relevant. For tasks created manually that haven't been categorised yet, a lightweight AI step runs first — it reads the task and assigns the best-matching category before the Planner kicks in.