AI for Microsoft Planner that knows the rest of your business
Microsoft Planner holds projects, tasks and time. Liaison connects to it with access you grant and reads projects, tasks, owners, deadlines and tracked time, and keeps the work moving between the people who own it.
Because it reads Microsoft Planner together with your inbox, your books and your files, an answer about projects, tasks and time comes with the rest of the picture. You keep Microsoft Planner; nothing is replaced or re-entered.
What Liaison does with Microsoft Planner
- Creates and assigns the tasks that come out of calls, emails and meetings.
- Chases owners on overdue work, in your voice.
- Turns tracked time into invoices and flags unbilled hours.
- Writes the weekly status from the work itself, not from a meeting.
Questions it answers across Microsoft Planner and your other tools
- “What is overdue this week, and who owns it?”
- “Which projects are over the hours we estimated?”
- “What did each person finish this week?”
- “Which billable hours have not been invoiced yet?”
What it reads in Microsoft Planner
1 kinds of Microsoft Planner data Liaison can read on its own, every time it answers a question or does a job.
- List User TasksList all user tasks in Microsoft 365 Planner
What it can do in Microsoft Planner
4 actions Liaison can take in Microsoft Planner. It does the ones you have approved, in your voice; anything that moves money waits for your yes.
- Create BucketCreate a new bucket in Microsoft 365 Planner
- Create PlanCreate a new plan in Microsoft 365 Planner
- Create TaskCreate a new task in Microsoft 365 Planner
- Update TaskUpdates a task in Microsoft 365 Planner
Works alongside Microsoft Planner
The tools Liaison most often reads together with Microsoft Planner.
Liaison in Microsoft Planner, set up with you, for $629 a month.
- Connects to Microsoft Planner with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about Microsoft Planner with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace Microsoft Planner?
No. You keep Microsoft Planner exactly as it is. Liaison connects to it, reads it together with your inbox, your books and your files, and does the work in it the way a person on your team would.
How does Liaison connect to Microsoft Planner?
With access you grant from your own Microsoft Planner account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in Microsoft Planner without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.