Plansom

Plansom starts with documents your team already has and turns them into a clear action plan. You can upload call notes, a strategy deck, an email, a PDF, or a spreadsheet: the AI reads the context, extracts goals, organizes priorities, and proposes tasks. The result is shared through one link, without requiring every client or contractor to create an account.

How Plansom structures the work:

• Flexible imports: supports documents, images, PDFs, presentations, text files, and spreadsheets.
• AI-generated plan: automatically turns content into goals, tasks, owners, and priorities.
• Targeted sharing: each goal, task, or discussion thread has its own link so recipients only see useful context.
• Execution management: delegation, progress tracking, bottleneck alerts, success metrics, and reporting depending on the plan.
• Security: data encrypted at rest and in transit, Microsoft Azure hosting, and a product designed to SOC 2 and GDPR standards.

The free plan includes up to 5 goals, 100 tasks, and one AI plan per month. Pro costs $28 per user per month and expands goals and tasks while adding unlimited AI use, integrations, and a 30-day free trial with no credit card.