Planhat

Planhat MCP now allows you to create and edit Planhat documents from Claude, ChatGPT, or whichever AI assistant your teams use. Here's how a CSM can use Planhat MCP to identify customers needing pre-renewal action and pull relevant information straight into a Planhat document, ready to be shared with the customer via Portals. Discover more on our website → planhat.com/features/mcp-s…

From the archives: Planhat Kick-Off 2025, Atlas Mountains.

Automations just got a lot easier to set up. Smart-fill, quick-fill Ids, and better field controls mean less manual configuration. Available to all customers now.

Moments from #PlanhatNorth. Yesterday, customer success and revenue leaders joined us at our London HQ to speak openly about how teams are operationalizing AI and what it takes to deliver real outcomes.

During our recent #PlanhatOpen in Malibu, Planhat CEO, @Rostampor and VP Product, Daniel Sternegard took the opportunity to share our latest thinking and product evolution. This recap—filmed during our first Town Hall in Planhat’s new global HQ—explains our vision of outcome-driven work, delivered by the automated enterprise.

Your agents are only as good as the data they rely on. Especially in B2B. Context matters. Data quality matters. Human + AI collaboration matters. Lots of exciting updates coming to the @Planhat Platform. Preview of what we launched, at our event last week event.

Reflecting on #PlanhatOpen Day 2. With thanks to Microsoft's Abbas Haider Ali and GitHub's Uday Ghatikar for rousing, hands-on sessions on how to win in the age of Agentic AI.

A glimpse into #PlanhatOpen Day 1.

#PlanhatOpen continuing to deliver the goods. My conclusion: commercial leaders should get outside the conference room more often—and a certain kind of magic happens when they head to the Malibu hills. Goes without saying that the #StudioPlanhat crew is spoiled.

#PlanhatOpen begins

Reminiscing about our previous Planhat Open as we countdown one week until this year’s event in Malibu #PlanhatOpen

We’re collecting input for our annual post‑sale & revenue performance report. If you’re in CS leadership, RevOps or Sales Ops, we'd love to hear from you. Tell us your thoughts here: s8cjjzq1cuk.typeform.com/to/TuZCtEWO

As we deploy more agents in B2B, we need to pick the right model for the job. And just like with people, you don’t assign the same person to every task but let the work determine who you bring in. The most successful AI deployments we see use a combination of models, each handling different parts of a process. That’s how complex commercial processes get automated end-to-end. @planhat s node-based builder lets you plug in any model, at any step, in a few clicks. Simple idea but pretty powerful in practice.

check👇 from @Rostampor

All-new Portals, now live in @planhat. Customer collaboration—more unified, personalized, and scalable than ever. planhat.com/portals?utm_co… #CRM #Collaboration #CustomerSuccess

Excited to announce a major upgrade to @planhat 's AI Platform (AIP).. With this release: ➡️ No-code AI workflows, fully embedded across the platform - leveraging all your customer data and toolsets. ➡️ A Model Hub connected to all leading frontier models (GPT-5, Claude 4, Gemini 2.5, and more). ➡️ Conversational AI for automated classification and sentiment analysis, powering everything from quick alerts to intelligent sales and churn forecasting ➡️ An MCP server to let your favorite LLMs access and act on Planhat data (I use this every day myself!) When combined, they form Agents that work like teammates — triaging requests, enriching data, drafting emails, running projects — all governed by your existing role-based access. This is just the beginning of what we believe is the best Commercial AI Platform built for the enterprise: - Flexible enough to fit your stack. - Deeply integrated across all workflows. - Shaped for commercial context through an enabler layer. more: planhat.com/editorial/plan…

@AlexReibman @AgentOpsAI @rikardradovac @jameszhou02 @whosmatu @zilgano @simonmkoser @DonaldPepe1 🇸🇪

Saw these guys walking around Hayes looking for coworking space, so I invited them to HQ I was not prepared. These guys are absolutely cracked. Here’s the demos from the Swedish Hack Mafia (🧵):

more here planhat.com/keynote

Daniel speaks about how Planhat's new interface solves what we believe to be the central problem in enterprise software: how to provide each individual with focus, while keeping them organizationally aligned.

@deereis @framer @_andresjasso @reimrtz Absolutely phenomenal working with you, @deereis!

Super excited to share that the @Planhat site is finally live! 🎉 🎉 biggest and most challenging @Framer build I've ever done. @_andresjasso put the initial foundation in place. Some design and code by @reimrtz There's so much packed into this site: planhat.com