AI agents for the work your team repeats every week
Automate the busywork. Bank the savings.
Planovex gives your business a team of AI agents that handle the repetitive work, so you spend less, get more done, and get your time back.
Live workflow
Trigger
- ONew starter joins on MondayOutlook · just now
- GCustomer asks about a delivery dateGmail · 2 min ago
- HsNew enquiry from the websiteHubSpot · 4 min ago
- XInvoice #2291 is 30 days overdueXero · 6 min ago
Agent
- Finance agent
- Sales agent
- Support agent
- People agent
- Operations agent
- Reporting agent
Tasks
- Send welcome pack and request a laptopPeople agent · OutlookNew
- Reply with tracking details and ETASupport agent · Gmail Agent working
- Qualify the lead and propose call timesSales agent · HubSpotDone · saved 20 min
- Draft a polite reminder to Northwind LtdFinance agent · XeroDone · saved 15 min
- Draft a follow-up to the decision-makerSales agent · SalesforceDone · saved 15 min
Illustration of a Planovex workspace. Company names are fictional.
Spend less
Hours of chasing, copying and checking are done for you. That's time you're paying for today, back in your pocket.
Add new functions
Get a marketing team, a credit controller or a support desk without hiring one. Switch on a new division whenever you're ready.
Get your time back
Stop doing the jobs that keep you late. Your agents handle the routine; you decide what matters.
01How it works
Four simple steps. We do the heavy lifting.
- Step 1
A free consultation
We get to know your business: what you sell, the systems you use, and what everyone's day really looks like.
- Step 2
Your automation plan
We show you what to automate first, which agents do it, and how many hours and pounds it saves.
- Step 3
Your own portal and app
Your team gets a workspace with your name and logo, on the web and desktop, and a sandbox to try everything safely.
- Step 4
Go live and grow
Switch automations live when you're happy. Chat with your agents, see what they've done, and add more any time.
02The divisions
Eleven divisions. 54 specialist agents.
Each division looks after one part of your business. Pick the ones you need now and add others later. Click any division to meet its agents and see what they can do.
Sales & Business Development
Like a sales assistant who answers every enquiry fast and never forgets a follow-up.
Marketing & Content
Like a marketing team that keeps your website, socials and newsletter busy every week.
Finance & Accounting
Like a bookkeeper and credit controller who keep the money flowing in and out on time.
Operations & Projects
Like an operations manager who makes sure every action, approval and update actually happens.
Customer Service & Success
Like a support desk that answers customers quickly and keeps them in the loop.
People & HR
Like an HR coordinator who handles hiring paperwork, onboarding and training.
Legal, Risk & Compliance
Like a contracts assistant who reads the small print and never misses a renewal date.
Procurement & Suppliers
Like a buyer who compares prices, chases suppliers and checks every bill.
Reporting & Leadership
Like a chief of staff who puts the numbers that matter on one page every morning.
IT, Email & Data
Like an office IT person who sorts the inbox, moves data between systems and keeps access tidy.
Product & Research
Like a researcher who turns customer feedback and market news into clear priorities.
Something else?
Tell us how a job is done today and we will suggest which agents could take it on.
03Your own portal
Just ask your agents.
Every client gets a private portal and desktop app with their own name and logo. Type what you need, like “who owes us money?” or “run this week's report”, and your agents get on with it.
- Chat with your agents to run tasks and reports
- Test new automations safely in your sandbox
- Add new agents whenever you need them
- Use it in the browser, on your phone or as a desktop app
04Savings
What is the busywork costing you?
Move the sliders to see what repetitive work costs your business each year, and what you get back by automating some of it.
Your numbers
Estimated savings per year
£120,750
- Hours given back
- 3,450
- Equivalent full-time roles
- 2.0
Estimate only: people × hours per week × 46 working weeks × share automated × hourly cost. It excludes Planovex fees and the time your team spends approving work.
Works with the apps you already use
- Microsoft 365
- Google Workspace
- QuickBooks Online
- Xero
- HubSpot
- Salesforce
- Slack
- and almost anything else
Questions
Good questions to ask.
- What does Planovex actually do?
- We give your business a team of AI agents that handle repetitive work: chasing invoices, replying to enquiries, onboarding new staff, writing reports and much more. They work inside the apps you already use, and you approve anything important before it goes out.
- Is it right for my business?
- If people in your business spend hours each week on the same tasks, yes. It works for any industry. In the free consultation we look at how your business runs and tell you honestly where it will and won't help.
- Will it send things without me knowing?
- No. Anything that goes to a customer, moves money or gets published waits for a person to approve it. New automations are tested in your sandbox first, and you decide when they go live.
- Do I need to change my software?
- No. We connect to what you already use, such as Microsoft 365, Google, QuickBooks, Xero, HubSpot and Slack, and to almost anything else through Zapier, Make or an API.
- How long does it take?
- Most businesses have their first automation live within a few weeks of the consultation. We start with the one that saves the most time.
Find out what you could automate.
Book a free consultation. We'll learn how your business runs and show you where the biggest savings are, with no obligation.
- No new software to learn
- Nothing goes live until you say so
- Your brand, not ours