Daily Planning

Agentic daily planning (aka Autoplan) drafts your plan for the day from your tools and priorities, then lets you review, adjust, or undo it.

With agentic daily planning, the planning agent plans your day for you. It asks what the day may have in store, looks through your connected tools for what needs your attention, and creates the tasks for you. It prioritizes them using your daily theme and rules, fits them around your events and working hours, and shows you everything it did so you can keep it, adjust it, or undo it.

Watch it work

Starting daily planning

Press P or click Daily planning in the left menu, under Daily rituals. With the beta on, this opens agentic daily planning instead of the legacy flow.

The first time, a short setup runs before you plan:

  • Connect your tools: choose which tools the planning agent can read from (GitHub, Jira, Linear, Asana, Gmail, Notion, and others). Connect the ones you want and click Next, or click Next without connecting any and add tools later.
  • Tell me about yourself: a short description of your work, so the plan fits what you do.
  • Theme days: set a focus for each weekday. See Daily themes and rules.

Planning your day

  1. Tell the planning agent what matters today

    Write what you want to focus on and what’s in your way, like back-to-back meetings or a low-energy afternoon. You don’t need to polish it: a rough list works fine. Your daily theme and rules are applied automatically.

    Already planned your day? Say so, like “My plan is done, don’t change anything,” and the planning agent leaves your day as it is and takes you straight to the review.

  2. Click Plan my day

    Planning usually takes 2–4 minutes. You can leave the page while it works: the Daily planning item in the left menu shows Ready when your plan is waiting. If the planning agent needs to know when your day should end, it asks; if you don’t answer, it carries on.

  3. Review the plan

    When the plan is ready, you land on the Review Plan screen. See Reviewing the plan.

If the day already has a plan, you can review it or generate a new one. To plan a different day, pick it with the date picker at the top.

Daily themes and rules

The planning agent plans around what matters to you, not just what’s due. Beside the box you write in, you can see what it will work from: your shutdown time, weekly objectives, daily theme, connected tools, what’s already on your day, your backlog, and your rules. Two of these shape every plan:

The planning screen with a Deep work theme for Wednesdays and two custom rules. The Daily Theme and Rules cards are outlined.

  • Daily theme: the focus you give each weekday, like “Deep work” on Wednesdays. The planning agent uses it when choosing what goes on your day, including tasks from your backlog that fit. Set it from the Daily Theme card. A theme repeats every week, so changing it changes that weekday from now on.
  • Rules: standing instructions the planning agent remembers and follows every day, like “Keep my afternoons for lighter work.” A rule can apply to everything or to one tool. Click the Rules card to see them all, add one with + New rule, or pause any rule with its toggle. When you write something like “from now on…” in the box, the planning agent can save it as a rule for you, marked “Learned from your braindump.” You can also ask Sunny to add, change, or remove a rule.

Reviewing the plan

The review screen after a run. A task was moved from today to tomorrow, marked with an arrow. The judgement calls button, that task’s Undo button and the undo-all button are outlined.

  • The list on the left shows everything the planning agent did, grouped by day. A plus marks a task it created, and an arrow marks a task you already had that it moved to another day. Hover over any row to see the details.
  • The plan for the day sits beside the list, with the tasks in the order the planning agent chose.
  • Judgement calls are decisions the planning agent wasn’t sure about, usually a task it moved because it didn’t fit. Click judgement calls to review above the list to decide on each one: keep it where the planning agent put it, move it to today and make room, or discard it. Or click Keep the agent’s plan for all to accept them all.
  • New rule saved appears when the planning agent picked up a standing rule from what you wrote. See Daily themes and rules.
  • Undo: hover over any action in the list and click Undo to reverse it. Undo all reverses the whole run, after you confirm, and takes you back to the start. Re-plan lets you change what you wrote and plan again.

Clicking Undo on an added task removes it from the plan. You stay on the review screen.

Your briefing from Sunny

Sunny’s briefing beside the plan, with a chat box to ask for changes.

Sunny opens beside the plan with a briefing of your day: the order the planning agent chose, anything worth double-checking, requests from what you wrote that it didn’t act on and why, and things from your tools it left off because you didn’t ask for them. You can chat with Sunny to change the plan, like moving a task, changing an estimate, or undoing something.

Finishing up

Click Next to go to the Daily plan screen, where you can share your plan to Slack or Microsoft Teams, then click Get started to begin your day.

Tips

  • Tell the planning agent what’s in the way as well as what you want to do. “Meetings until noon” or “low energy today” changes the plan.
  • Not happy with a time estimate? Ask Sunny to change it.
  • Something you want every day? Write it as a rule instead of repeating it each morning.