Turning everyday requests into Plannr tasks by hand eats your team’s day — and every task email carries personal data that shouldn’t be copied around manually.
Task emails routinely contain client data. Moving it by hand, between inboxes and a CRM, is an avoidable handling risk — and one nobody can evidence afterwards.
“Half my morning goes on typing requests into Plannr as tasks.”
“Tasks get raised inconsistently — wrong category, wrong owner, missing detail.”
Every task request is re-typed into Plannr by hand today — inconsistently, and with personal data moving manually.
Staff email a designated group; the system reads the request and builds the Plannr task — structured, categorised, assigned, and with personal data stripped first.
Staff create a task simply by emailing a designated group — no forms, and no manual entry into Plannr.
The system reads the request and creates a properly categorised task in Plannr, assigned to the right owner with the detail attached.
Names, NI numbers, sort codes and account numbers are masked before any AI sees the text — nothing sensitive leaves your control.
Rules do the routine work; AI only interprets the free text where judgment is needed, and anything ambiguous goes to a review queue.
From an email to a structured Plannr task — automatically
Task creation taken off your team’s plate — consistent, correctly assigned, and logged.
Measured on the Plannr implementation at a UK financial advice firm.
We’ll show you where automation takes the admin off their plate — and where it doesn’t.
