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PLANNY1: Agentforce Agent for Project Briefs & Task Updates | Salesforce AgentExchange

PLANNY1 reads your live Klient PSA data and delivers a daily project brief; overdue tasks, slipping SPI, blocked dependencies, ranked with the next action attached. When authorized, it updates tasks and creates projects on your behalf, all audit-trailed.

Category
Productivity
Registry category
Operations & ProductivityWorkflow & Productivity
Vendor
Klient Inc.
Location
Laval, Quebec H7T 0J3, Canada
Reviews
Not rated (0 reviews on the listing)
Listed on
Salesforce AgentExchange
Pricing
Active
Overall Provenance
2.8/10Low
High 7–10Moderate 3–6.9Low 0–2.9

Each fact carries one Provenance score: the average of its Disclosure and Evidence scores, the same rule the page uses for the overall score. Click any score to see the math behind it.

Vendor Provenance

Who actually operates this agent.

7.2 / 10
Data element
Answer
Provenance
Source
Legal entity
Klient Inc.
Matched on klient.com, found in the publisher's marketplace links
High
BigPicture company data (klient.com), fetched 2026-09-20
HQ address
Laval, Quebec H7T 0J3, Canada
From outside company data
High
BigPicture company data (klient.com), fetched 2026-09-20
Ownership
Privately held company
From outside company data
High
BigPicture company data (klient.com), fetched 2026-09-20
Industry
Software & Computer Services / Software
Sector Technology
High
BigPicture company data (klient.com), fetched 2026-09-20
Employee count
11-50 employees
From outside company data and the listing
High
BigPicture company data (klient.com), fetched 2026-09-20
Founded
2014
The listing states 2015
Moderate
BigPicture company data (klient.com), fetched 2026-09-20
Revenue
$1M-$10M estimated annual revenue
Estimate; not from filings
High
BigPicture company data (klient.com), fetched 2026-09-20
About
PLANNY1 reads your live Klient PSA data and delivers a daily project brief; overdue tasks, slipping SPI, blocked dependencies, ranked with the next ac...
Publisher description
High

Build Provenance

What the agent is built on.

1.4 / 10
Data element
Answer
Provenance
Source
Foundation model
Not disclosed on this listing
Low
No source on record
Training data (model)
Not disclosed on this listing
No source discloses model training data
Low
No source on record
Agent framework / tools
Not disclosed on this listing
Low
No source on record
Hosting model
Not disclosed on this listing
Low
No source on record
Version history
ver 0.11
Registry saw 2 distinct listing states across 2 captures
High

Reach Provenance

How the agent is distributed and adopted.

4.4 / 10
Data element
Answer
Provenance
Source
Distribution channel(s)
Salesforce AgentExchange
From the listing
High
Review volume & rating
Not available
No ratings on the listing
Low
No source on record
Comments (pros)
Not available
No review text on record, so no pros could be drawn from user comments
—
No source on record
Comments (cons)
Not available
No review text on record, so no cons could be drawn from user comments
—
No source on record
Listing tenure
Not disclosed
No first published date on the listing
—
No source on record
Multi-channel presence
Single-channel
Listed on Salesforce AgentExchange only in the registry
High
Public community signal
Not disclosed
No public GitHub, Discord or community metrics found
Low
No source on record
# installs
Not reported
No install count on any marketplace
—
No source on record
Listing type
AgentExchange listing
From the listing
High

Data Provenance

What the vendor discloses about data handling.

0.0 / 10
Data element
Answer
Provenance
Source
Operational data sources
Not disclosed
Low
No source on record
Data residency
Not disclosed
Low
No source on record
Retention & deletion
Not disclosed
Low
No source on record
Published documentation
Not disclosed
No privacy policy, terms or license link on the listing
Low
No source on record
Data access requirements
Not explicitly disclosed
No OAuth scope or permission list found on the listing
Low
No source on record

Compliance Provenance

What standards the vendor meets, and who verified them.

1.3 / 10
Data element
Answer
Provenance
Source
Security
SOC 2
None on record
Low
No source on record
ISO/IEC 27001
None on record
Low
No source on record
ISO/IEC 27002
None on record
—
No source on record
ISO/IEC 27017
None on record
—
No source on record
SOC 3
None on record
—
No source on record
CSA STAR
None on record
—
No source on record
Privacy
GDPR
None on record
Low
No source on record
COPPA
None on record
—
No source on record
FERPA
None on record
—
No source on record
ISO/IEC 27018
None on record
—
No source on record
Health
HIPAA
None on record
Low
No source on record
HITRUST CSF
None on record
—
No source on record
Financial
SOC 1
None on record
—
No source on record
PCI DSS
None on record
—
No source on record
SOX
None on record
—
No source on record
Government
FedRAMP
None on record
Low
No source on record
CMMC
None on record
Low
No source on record
NIST SP 800-171
None on record
—
No source on record
AI
NIST AI RMF
None on record
Low
No source on record
Platform
3rd party certification
Salesforce security review approved 2026-05-22
Last approved version 0.4.0
High

What the publisher says

PLANNY 1 is the AI project agent for Klient PSA. Get briefed every morning. Update tasks by prompt. All inside Salesforce.

Project managers and team members use PLANNY 1 to know what's slipping before the week forces the discovery. PLANNY 1 reads your live Klient PSA data — overdue tasks, slipping SPI, blocked dependencies, idle owners — and delivers a ranked brief every morning. Ask follow-up questions in Slack or chat. When authorized, PLANNY 1 also acts: close tasks, add tasks, create projects — on your behalf, attributed to you in the Salesforce audit trail.

What you get with PLANNY 1:

Show the rest of the publisher’s description (3 more lines)

DAILY PROJECT BRIEFS. Every active project, ranked by urgency. Morning brief at 8 AM. Night recap at 6 PM. Week-ahead summary on demand. Same engine, two scopes — PMs see the portfolio, team members see their own work.

ON-DEMAND DRILL-IN. Ask PLANNY 1 anything in Slack or chat. Who owns the slip. Who's logged time this week. What's blocking the milestone. Conversational, not a dashboard.

ACTIONS, NOT JUST ANSWERS. Change task status. Add tasks. Create projects. Every write scoped by your permission set, logged in the Salesforce audit trail, attributed to the user who triggered it.

Preview

13 images

Plans and pricing

Active

Linked repositories

Unknown

Unknown means this listing does not publish a repository. It is not a statement that the code is closed.

Publisher resources

Sources

Reading the score

Disclosure · how many sources corroborate it

NoneNo source has it. Shown red, because Unknown means Unknown.
1 sourceA single place has it. A listing and its certification page and policy docs on one marketplace count as one source.
2+ contestedTwo or more sources cover it but they do not agree. The disagreement is shown, never dropped.
2+ agreeingTwo or more genuinely separate sources agree: another marketplace, or an outside record.
Steps below are possible but not automated yet, so today they sit open.
SettleTop confirmedSettleTop confirms it directly.

Evidence · what kind of evidence backs it

NoneNo source discloses it.
PublicPublicly available info, such as reviews, listing age, or vendor firmographics like legal entity and headquarters.
Vendor statedThe vendor's own claim on its marketplace listing, website, or policy documents.
Self-attestedThe vendor's self-attested certification or operator program, a marketplace program rather than an independent audit.
Steps below are possible but not automated yet, so today they sit open.
Vendor providedThe vendor hands SettleTop the underlying material, such as an SBOM or a data policy.
Vendor attestedThe vendor signs an attestation to SettleTop.
SettleTop verifiedSettleTop verifies it directly.

The SettleTop steps above are possible but not automated yet, so today they sit open and a perfect 10 is out of reach. Open information like firmographics and reach has fewer steps to climb, so it sits a little higher for the same visible evidence.

Information shown here reflects the best available information at the time of assessment and may be incomplete, outdated, or subject to change. It should be independently verified before being relied upon for any decision. SettleTop is not liable for any errors, omissions, or decisions made in reliance on this information.

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