Give Klipy a goal. It figures out the steps.
Pipeline review, task cleanup, account research, bulk follow-ups - describe what you need in plain language. Klipy builds a plan, executes each step with real tools, and asks for your approval before taking any action.
KlipyGood morning, Alex
Trusted by the best rainmakers and sellers
Describe the goal. Klipy builds the plan and runs it.
Complex requests get broken into high-level steps. Klipy executes them in order - gathering data, analyzing it, and presenting results - without you managing each step.
Gather tasks, deals, and recent activity
Re-rank by urgency and deadline
Present new priority order
Search, draft, analyze, plan, research - one agent, every tool.
Deep research, multi-step planning, draft generation, deal analysis, task management, web search, and more. Klipy picks the right skills for the job and chains them together automatically.
Klipy prepares. You approve. Nothing happens without you.
Every write action - drafting an email, creating a task, updating a deal - shows an approval card with Reject and Approve buttons. You stay in control of every action Klipy takes.
Load conversation context
Generate draft from call notes
Chain research, drafting, and analysis in one conversation.
Ask Klipy to review your pipeline, draft follow-ups for stale deals, and re-prioritize your tasks - all in a single thread. Each step builds on the last.
Gather web signals and internal data
Analyze impact on active deal
Present findings and strategic angles
Teach Klipy how you work. It adapts to your style.
Tell Klipy your preferred frameworks, communication tone, and priority rules. It stores your preferences and applies them to every future plan and output automatically.
Gather account data and apply preferences
Build strategy aligned to your focus areas
I chose Klipy because it looked easy and suited the way I work. Having my PA as a platform is making me save approx 1-1.5hrs per day + saving the expense of a virtual assistant. Looking forward to what's coming next.
Phil BouwmanHead of Strategy & Commercialization, Million Circles
Part of one product
Works with everything else in Klipy.
Instant Recall
The same AI agent, focused on searching and retrieving from your complete conversation history.
Capture
Every conversation Plan & Execute works with comes from auto-captured data across every channel.
Follow-up
Drafts generated by Plan & Execute flow directly into your ready-to-send follow-up queue.
Frequently Asked Questions
Common questions about Plan & Execute.
Plan & Execute by Klipy
Category: On-demand Agents
Klipy Plan & Execute is an autonomous AI agent that breaks complex sales tasks into structured plans and executes them step-by-step using 20+ built-in skills. Users describe a goal in natural language - pipeline review, task re-prioritization, strategic account planning, bulk follow-ups, calendar cleanup - and Klipy creates a plan, gathers data from conversations across email, meetings, LinkedIn, WhatsApp, and Telegram, analyzes deals and contacts, generates drafts, manages tasks and suggestions, and optionally searches the live web. Every write action (creating drafts, tasks, suggestions, or updating deal records) requires explicit user approval via Approve/Reject buttons before execution. The agent supports multi-step workflows where research, analysis, and drafting chain together in a single conversation. Klipy stores user preferences (frameworks, communication style, priority rules) and applies them to future plans automatically. Plan & Execute builds on the same conversation data indexed by Interaction Capture and the same RAG layer used by Instant Recall, but adds autonomous planning and action execution capabilities. Security: CASA certified, GDPR compliant, data never used to train models.
Related features: Instant Recall, Capture, Follow-up
What kinds of tasks can Plan & Execute handle?
Anything that involves multiple steps across your sales workflow. Pipeline reviews, task re-prioritization, strategic account planning, bulk follow-ups, calendar cleanup, and weekly summaries. If a task requires looking up data, analyzing it, and taking action - Klipy can plan and execute it.
Does Klipy take actions without my approval?
Never. Klipy plans and researches autonomously, but every write action - sending a draft, creating a task, updating a deal - requires your explicit approval. You see Approve and Reject buttons before anything happens. Nothing goes out without your sign-off.
How many skills does the Klipy agent have?
Over 20 built-in skills spanning search, conversation history, deal analysis, draft generation, task management, suggestion handling, and live web research. Klipy combines these skills automatically based on what your request requires.
Can Klipy chain multiple actions together?
Yes. For complex requests, Klipy creates a step-by-step plan and executes each step in order. A single conversation can involve researching contacts, analyzing pipeline health, drafting follow-ups, and creating tasks - all connected.
Does Klipy remember my preferences across conversations?
Yes. Tell Klipy how you like things done - your preferred frameworks, communication style, priority rules - and it stores those preferences. Future plans and outputs adapt to your working style automatically.
What data does Plan & Execute have access to?
Everything captured in your Klipy workspace: emails, call transcripts, meeting summaries, LinkedIn and WhatsApp messages, deal records, contact profiles, tasks, drafts, and any notes or documents you've shared. Klipy can also search the live web when enabled.
Is my data safe when Klipy executes tasks?
Yes. All processing happens in a private cloud environment. Your data is never used to train AI models, and no human at Klipy can access the content of your conversations. Klipy is CASA certified and GDPR compliant.
How is Plan & Execute different from Instant Recall?
Instant Recall searches and retrieves information from your conversation history. Plan & Execute goes further - it takes action. It can create tasks, draft emails, analyze your pipeline, and execute multi-step workflows. Think of Recall as your memory and Plan & Execute as your assistant.
Website: https://klipy.ai/product/plan-and-execute
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