New clients waiting for setup
Onboarding stalls because someone needs to create the workspace, collect documents and send the kickoff—usually you.
Teach it once
Stop being the system your business runs on.
Teach it once. It runs your way, every day.
Routine work moves automatically. Sensitive sends, payments and consequential decisions stay under your approval.
Decision queue
Your queue2 need approval
Approve kickoff email
Draft ready for Acme Corp onboarding
Ready for approval2m ago3 missing client documents
Brand guidelines, signed SOW, billing contact
Waiting on client1h agoInvoice reminder ready
Invoice #1042 — 14 days overdue
Ready for approval3h agoProject at risk: waiting on approval
Timeline slip — client needs status update
Escalated5h agoCandidate follow-up drafted
Recruiting pipeline — 2 candidates pending
In progressYesterday
Routine work runs automatically. You approve what matters.
Every important workflow eventually comes back to you.
Team members waiting for follow-up
Internal tasks sit open because no one chased the missing input. The thread ends up back in your inbox.
Deliverables waiting for review
Drafts are ready but routing, revision tracking and client-ready packaging still depend on you.
Invoices waiting to be chased
Overdue payments pile up. You know who to nudge—but finding the context and drafting the reminder takes time.
Workplane handles the work around your decisions.
From signal to execution—routine coordination runs automatically. Consequential actions wait for you.
Example: New client signs → Workplane collects missing information → creates the project workspace → assigns internal tasks → drafts kickoff communication → sends only after approval
Step 1 — Signal
Signal detected
HubSpot deal marked closed-won. Workplane picks up the new client intake workflow.
New client signs the agreement
Four workflows that keep coming back to you.
Each workflow follows the same pattern: Workplane coordinates, you approve what matters.
Intake
Client intake
Client onboarded with workspace live—without you chasing every step
Follow-ups
Delivery follow-up
Open loops closed before they land on your desk
Invoicing
Invoice follow-up
Overdue invoices chased with context—on your schedule
Deliverables
Deliverable coordination
Drafts move through review without you as the router
Autonomous where it's safe. Approval-gated where it matters.
Workplane reduces coordination work without removing your control over client-facing and consequential actions.
Routine work moves automatically. Sensitive sends, payments and consequential decisions stay under your approval.
Workplane handles automatically
- Internal task creation
- CRM updates
- Reminder scheduling
- Information gathering
- Follow-up drafts
- Status tracking
- Internal routing
Requires your approval
- External client sends
- Payments
- Sensitive account communication
- Final deliverables
- Irreversible actions
- Exceptions outside defined rules
Works where your team already works.
No new operating system for your team to maintain. Workplane coordinates work across the systems you already use.
Get your follow-up queue back.
Book a demo and show us the workflow that keeps pulling you back into operations.
We're selecting five companies for the first Workplane pilot.
Each pilot company chooses one founder-dependent workflow. We configure Workplane around that workflow, keep sensitive actions approval-gated and measure the operational work removed.
1
Map one recurring workflow
Identify the workflow that keeps pulling you back into operations—client intake, delivery follow-up, or invoice coordination.
2
Configure around your existing tools
We connect Workplane to your email, workspace, Slack and project tools. Approval rules are set before anything goes live.
3
Measure the reduction in coordination work
Track how much follow-up and routing work moves off your queue while you stay in control of every consequential decision.
Built for companies where client work is growing faster than operations.
Good fit
- Marketing agencies
- PR and communications firms
- Creative agencies
- Recruiting firms
- Accounting and bookkeeping firms
- Other founder-led service companies
Frequently asked questions
Workplane handles the coordination work that surrounds your decisions—client intake, delivery follow-ups, document collection, invoice reminders and internal handoffs. It works across the tools your team already uses and keeps sensitive actions behind your approval.
Book a 20-minute discovery call
Walk us through the workflow that keeps pulling you back into operations. We'll show you how Workplane would handle it—and whether the pilot is a fit.
No commitment required. Five pilot spots available.