Risk
Scope is growing
Two new deliverables are outside the approved brief.
Proposed responseAgree and price the additional work.
PLYNT INTELLIGENCE
AI inside the work.
Across the business.
Ask business questions using the records you can access. Task Composer and an expanded AI Board are in development to support planning and decisions.
TASK COMPOSER / PRODUCT DIRECTION
Write the brief.
AI prepares the plan.
Task Composer is in development to turn a brief into a draft plan: deliverables, subtasks, acceptance criteria, dates, dependencies and suggested owners. The proposed workflow lets you check missing details before assigning the work.
Search across your workspace⌘ KEWJMSCSCTask Composer
AI proposal / Review before creating work
Launch Meridian Labs in October. Build a landing page, campaign assets and an email sequence. Schedule a client review before we go live.
Meridian Labs4 people08 Oct
Brand guidelines.pdfApproved source · 4.8 MB
You review the plan and select final owners.
PROPOSED PLAN
Ready to reviewMeridian launch
01EW28 Sep
Strategy & content
Deliverables · acceptance criteria · dependencies
02JM02 Oct
Design & production
Deliverables · acceptance criteria · dependencies
03SC08 Oct
Review & release
Deliverables · acceptance criteria · dependencies
One thing to clarify
Who approves the final launch assets?
PLYNT INTELLIGENCE
Know what matters.
Know what to do.
The expanded AI Board is in development. It is designed to surface business risks, warnings and positive changes, show the records behind each finding, and suggest a next step using information within your access.
Explore AI across PLYNTSearch across your workspace⌘ KEWJMSCSCAI Board
Connected business intelligence / Product direction
04signals to reviewSources connected: Work · Time · Clients · Finance
Warning
Approval is holding the launch
One client decision is due before production.
Proposed responseAsk the owner to confirm the review.
Information
Room for the next assignment
Sophie Chen has 16 planned hours available.
Proposed responseReview the next approved assignment.
Positive change
Cash has come in
An outstanding invoice was paid today.
Proposed responseReview the updated cash outlook.
Records within your accessVisible sourcesA suggested next stepHuman decisions where needed
The next steps
for AI.
The AI roadmap covers the decisions that follow a brief: what is missing, who has capacity, how time is spent and what the work costs. These planned capabilities build on advisory that uses records within your access.
Task lifecycle
Planned support will flag missing files, work blocked by dependencies, late approvals and changes to the agreed scope, helping the team identify what needs a decision.
Company knowledge
The roadmap includes using relevant company standards, terminology and approved examples to prepare suggestions that reflect how your team works.
Time Intelligence
Time Intelligence is in development to suggest which tasks captured work time belongs to. The person reviews the allocation before it becomes approved time.
Finance and risk
The finance and risk direction is to explain calculated results, cash pressures and delivery costs using the records available to you, making the figures easier to question and act on.
People and operations
Planned support brings assignments, availability and delivery commitments into the same review to highlight workload conflicts that need attention.
CRM and client work
CRM is in development. Its planned AI support will bring sales opportunities and client work into the same analysis, so commercial decisions can consider what happens after a sale.
Review the suggestion.
Decide the action.
Planned automation begins with suggestions and drafts for review. Any later action must respect your edits, access permissions and the level of review its risk requires.
01Observe
02Suggest
03Draft
04Review
05Controlled action
Task Composer, the expanded AI Board and controlled automation are roadmap concepts. The current advisory model has Revenue, Finance & Risk, and People & Operations directors; Time Intelligence is in development.
