Workflow improvements log

Show the time your work saves.

A structured log for the workflow improvements you ship. Documented, quantified, and shared the same way every time.

Get started freeSee the ShareView example →
No credit card required.
1
Document the improvement
Describe the before and after workflow, step by step.
2
Calculate time saved
Turn workflow changes into annual hours saved and FTE equivalent.
3
Share with stakeholders
Create a summary your team and leadership can read in thirty seconds.
Workflow Improvements Summary | Invoice Processing Automation
1 / 1
Executive export
Share a link
Start from an AI draft
Conservative by default
Estimates cover hands-on effort only. Not wait time. Not system time. Not optimistic projections.
Assumptions always visible
Run frequency, FTE hours, and any optional cost basis are stated in every output. No black boxes.
No savings claims
Capacity value is informational and clearly labelled non-cash. Always.

Your improvements are invisible.

You improve workflows every week. You save your team hours. But when leadership asks what your team delivered this quarter, the evidence lives in scattered places nobody checks.

Spreadsheets nobody opens. Time saved locked in a personal workbook, last updated months ago, shared with no one.
Slack messages that disappear. A quick “saved us 20 min per run” posted in a channel, no assumptions stated, buried within days.
No time to document. The teams that improve processes the most are too busy doing it to write it down.
Spreadsheet
Q3 Process Improvements.xlsx
~20 min saved per run. Assumptions unclear. Last modified: 3 months ago. Shared with: just you.
Slack
#ops-wins
“Hey team, the new intake form is saving us about 30 min per request.”
Posted 47 days ago · 3 reactions · no thread
Lost
Onboarding automation
You know it saves hours per new hire. Your manager knows too, vaguely. But when budget conversations happen, there is no evidence to point to.

Three steps. One standard format.

You describe what changed. Plano calculates the time saved and produces the outputs.

1

Map the change

~2 min

Write the before and after steps. Add a time estimate per step in minutes. Use the AI Draft Assistant for a structured starting point.

AI Draft Assistant included
2

Set frequency and reach

~1 min

Enter how often it runs and how many people it affects. Plano applies your working year assumptions automatically.

3

Share or export

~30 sec

Share a link for colleagues to review, or export a PDF for leadership and records. You control the link. Disable or regenerate at any time. Passcode protection is available on Pro.

Summaries built to stand alone.

Every improvement produces a shareable summary. Drop it into a deck, send a link, or attach it to a report. No spreadsheet required.

4K PNG · Pro

Drop it into a deck.

Full-resolution image of your improvement summary. Drag directly into PowerPoint, Keynote, or Google Slides.

ShareView link

Send a link you control.

Recipients see the full improvement summary, workflow comparison, metrics, and stated assumptions. No account needed. Disable or regenerate at any time.

Executive PDF · Detailed PDF

Attach it to a report.

The Executive PDF is a one-page summary for leadership. The Detailed PDF is the full workflow comparison for the record. Every assumption is stated.

Pro also includes a portfolio summary across all your improvements, plus CSV export.

Built for teams that report upward.

If you improve workflows, build automations, or run process programmes and need structured evidence of what that delivered, Plano is for you.

AI and automation teams

You build automations and AI-assisted workflows that save hours across multiple teams. Plano documents what changed and calculates the time saved, so each improvement has a record that justifies the next one.

Operations and RevOps

You redesign workflows regularly and need a consistent format that shows what changed and how much time it saved. Plano gives you a structured improvement record without building a new spreadsheet every time.

Transformation, PMO, and Chiefs of Staff

You run improvement programmes across teams and report upward to leadership. Plano gives each initiative a structured record with consistent metrics, ready to share as a summary or roll up into a portfolio view.

Start free. Upgrade when you need Pro outputs.

Five improvements on Free. Enough to test the format with your team and stakeholders.

Free
For individuals getting started.
£0
Improvements & AI
  • Up to 5 improvements
  • 3 AI draft builds per month
Outputs
  • ShareView link
  • ShareView passcode protection
  • Standard export
  • Executive export (PDF + 4K PNG), 2 included
  • Improvements Summary (PDF + 4K PNG), same 2-export quota
  • CSV export

ShareView and Standard export include Plano branding.

Get started free
Pro
Pro
For teams making this a practice.
£29/ monthFounding until 30 Sep 2026£39 from 1 Oct
Improvements & AI
  • Unlimited improvements
  • 150 AI draft builds per month
Outputs & sharing
  • ShareView link
  • ShareView passcode protection
  • Standard export
  • Executive exports (PDF + 4K PNG), unlimited
  • Improvements Summary (PDF + 4K PNG)
  • CSV export

All outputs are unbranded.

Organisation settings
  • Custom FTE hours and working year
Upgrade to Pro

A few things people ask first.

Is Plano calculating financial savings?

No. Plano calculates hands-on time freed by a process improvement: time saved per run (est.), annual hours saved (est.), and FTE equivalent (est.). Any capacity value is labelled estimated, informational, and non-cash. It does not imply budget reduction or realised cost savings.

What does "time saved per run" include?

Active, hands-on effort only, step by step. It excludes wait time, system processing, and elapsed calendar time. This conservative basis is visible in every output.

How is FTE equivalent (est.) calculated?

Annual hours saved (est.) divided by the productive hours assigned to one full-time role. The benchmark values are shown in Settings. On Pro, both values are adjustable in organisation settings.

Who can access a ShareView link?

Anyone with the link can view a read-only summary. No account is required. You can disable or regenerate the link at any time. Pro adds optional passcode protection.

How does the AI draft assistant work?

The assistant turns a plain-English description of a process improvement into a structured before-and-after draft with suggested step times. You review, edit, and confirm before anything is saved. Free includes 3 builds per month. Pro includes 150.

What can I export on Free vs Pro?

Free includes ShareView, detailed improvement PDF (both Plano-branded), and two executive exports. Pro removes all branding, adds passcode-protected ShareView, unlimited executive exports, improvement summary (PDF + 4K PNG), and CSV export.

Your improvements deserve a proper record.

Document your first improvement in minutes. Share a summary your stakeholders can read in thirty seconds.

Get started freeSee an example
No credit card required.