AI-Drafted Action Plans with Owners and Sign-Off
What you get
AI reads a record's results and notes and drafts an action plan. Your customer's team owns it from there.
- Generate Plan button that drafts tasks from the fields, notes and documents you choose
- Plan page where tasks are edited, assigned and given due dates
- Tasks assigned only to the customer's own contacts
- Completion stamped with who finished each task and when
- Print-ready version of the plan
- Drafting runs in the background, so a long request never freezes the app
- Your own AI key, kept in the app's settings
Who it suits
A consultancy or service team that delivers findings and wants customers to act on them inside the same portal.
What we need from you
Admin access to Zoho Creator, an n8n account and a Claude account billed to you. Tell us which data feeds the plan and who may complete tasks. No account yet? Sign up for Zoho Creator.
How it starts
1. Use Add to Cart above and check out, or write to us first to confirm fit.
2. We contact you to schedule a kickoff call.
3. We confirm scope and access with you, then start the work.
Billing questions
Who bills me?
Creator Scripts invoices you in MXN.
What does the price cover?
The scope listed above for one app, one record type and one plan format, in MXN before IVA. AI and n8n usage are billed to your own accounts. Anything outside the scope is quoted before we start.