Plan & Execute is available on Growth and Professional plans.
How it works
Open Plan & Execute
Open the Plan & Execute panel from the Home dashboard or via the AI command bar.
Describe your goal
Type what you want in plain language—for example, re-engaging stalled deals, drafting regional outreach, or preparing materials for prospects in a specific stage.
Klipy builds a plan
Klipy analyzes your workspace—contacts, deals, conversations, and pipeline state—and turns your goal into a structured sequence of steps.
Review the plan before anything runs
You see the full plan before any execution. Each step states what Klipy will do so you know exactly what comes next.
Approve or edit the plan
You accept the plan as-is, adjust it, or stop there. Nothing executes until you are satisfied with the sequence.
Execute one step at a time
Klipy runs one step at a time. After each step, it shows what it produced—a list, an analysis, a draft—and waits for your sign-off before continuing.
Approve outputs like any other draft
Everything Klipy creates inside a step follows the same review path as the rest of Klipy: you can edit before you confirm, same as Follow-ups.
Example
Goal: Re-engage the five deals that went quiet in Q1.| Step | What Klipy does | What you see |
|---|---|---|
| 1 | Find deals with no activity since Jan 1 | A list of five deals to confirm |
| 2 | For each deal, pull the last conversation and summarize why momentum stalled | Per-deal analysis for review |
| 3 | Draft a personalized re-engagement email per deal | Five drafts—edit and approve each |
| 4 | Propose follow-up to-dos if there is no reply in five days | Reminder settings to confirm |
What Klipy can plan
Goals work best when they name an outcome and a slice of your book of business. For example:- Re-engagement — “Re-engage the five deals that went quiet in Q1”
- Territory or segment outreach — “Draft outreach to contacts at EMEA companies we have not contacted in 60 days”
- Stage-specific work — “Prepare proposals for the three prospects currently in negotiation”
- Pipeline hygiene — “List deals with no meeting in 30 days and suggest a next touch for each”
Approval at each step
Plan & Execute is built on a human-in-the-loop model:- Nothing sends and nothing changes CRM or external systems without your approval at each step.
- You can stop the run at any time; later steps will not proceed.
- Dependencies are respected—a step waits until the steps it relies on are confirmed.
- Outputs are drafts first—same editing and approval patterns as the rest of Klipy, so speed never replaces judgment.
Related guides
- Follow-ups — How draft approval works for email and outreach.
- Instant recall — Searching your captured context to ground plans and prep.