AI Agents Catalog

Business-first agents that execute

Each agent is tied to a signal, an action, and an impact metric with governed policies.

Standardize your most effective agents as templates and reuse them across teams.

Control, master, and automator layers
Every agent tied to signal → action → impact
Policies for notify, approve, and auto-run
Template library with versioning and governance

Control Agents

Detect risks early, validate signals, and protect data integrity.

Control Agents

Freshness & Quality

Signal

Data pipelines drift or sources go stale.

Action

Raise integrity incident with remediation steps.

Impact metric

Fewer reporting errors and missed signals.

Data inputs

PipelinesSchemasSLA rules

Policy

Notify

Control Agents

Funnel & SLA

Signal

Lead response time breaches SLA thresholds.

Action

Escalate and assign owner tasks.

Impact metric

Faster time-to-first-response.

Data inputs

CRM stagesSLA targetsRouting rules

Policy

Approve

Control Agents

Attribution Integrity

Signal

Spend and revenue attribution mismatch.

Action

Trigger reconciliation and alert finance.

Impact metric

Trusted ROI reporting.

Data inputs

AdsCRMAnalytics

Policy

Notify

Control Agents

Anomaly Watch

Signal

KPI variance spikes beyond control limits.

Action

Issue anomaly report with evidence links.

Impact metric

Earlier risk detection.

Data inputs

KPI trendsSeasonalityBenchmarks

Policy

Notify

Control Agents

Budget Pacing

Signal

Spend deviates from plan mid-cycle.

Action

Recommend pacing adjustments and approvals.

Impact metric

Stable ROAS and budget control.

Data inputs

BudgetsSpendForecasts

Policy

Approve

Control Agents

Creative Fatigue

Signal

Creative performance decays below threshold.

Action

Open creative refresh project with brief.

Impact metric

Higher CTR and lower CAC.

Data inputs

Creative metricsPacingAudience

Policy

Approve

Master Agents

Turn signals into executive-ready decisions and plans.

Master Agents

Executive Brief

Signal

Weekly KPI pack requires synthesis.

Action

Generate executive brief with priorities.

Impact metric

Faster leadership alignment.

Data inputs

KPI packsRun logsTargets

Policy

Notify

Master Agents

Growth Planner

Signal

Plateauing growth KPIs.

Action

Prioritize experiments and owners.

Impact metric

Higher experiment velocity.

Data inputs

Growth KPIsChannel mixExperiment history

Policy

Approve

Master Agents

RevOps Controller

Signal

Pipeline velocity slows or stages stall.

Action

Recommend routing changes and follow-up tasks.

Impact metric

Improved win rate and velocity.

Data inputs

CRMDeal stagesRouting rules

Policy

Approve

Master Agents

Finance Controller

Signal

Cash gap or margin anomaly forecast.

Action

Trigger guardrails and approvals.

Impact metric

Reduced variance and cash risk.

Data inputs

P&LCashflowBudget policy

Policy

Approve

Automators

Execute approved actions through tasks, workflows, and OKRs.

Automators

OKR Updater

Signal

KPI deltas cross defined thresholds.

Action

Update OKR status with evidence link.

Impact metric

Accurate OKR reporting.

Data inputs

KPIsOKR targetsRun logs

Policy

Notify

Automators

Meeting Builder

Signal

Cross-team blockers persist > 7 days.

Action

Schedule review meeting with agenda.

Impact metric

Fewer stalled initiatives.

Data inputs

Task statusOwnersCalendars

Policy

Approve

Automators

Report Generator

Signal

Weekly reporting window opens.

Action

Generate and distribute KPI report.

Impact metric

Consistent executive visibility.

Data inputs

DashboardsKPI definitionsRecipients

Policy

Auto-run

Automators

Task Orchestrator

Signal

Approved actions require execution chain.

Action

Create task bundles and track completion.

Impact metric

Shorter cycle time to action.

Data inputs

ApprovalsOwnersProject rules

Policy

Auto-run

Agent Templates

Ready-to-deploy templates for common teams and KPIs

Build once, version, evaluate, and reuse across clients.

Canonical library

Ready-to-deploy templates for common teams and KPIs.

Customize per client contour

Adapt templates to entities, policies, and approval flows.

Versioning + evaluation

Track template performance with memory rules (RAG).

Build and standardize custom agents

Then reuse them as templates across your org.

Even in MVP, Planerix exposes a clear configuration model for inputs, rules, actions, and governance.

Configurator flow

I

Inputs

Select views, sources, and KPI definitions that feed the agent.

R

Rules

Set thresholds, anomalies, and playbooks for signal detection.

A

Actions

Define tasks, projects, and OKR updates the agent can deliver.

G

Governance

Approve or auto-run with clear ownership and audit trails.

M

Memory

Attach RAG sources, policies, and historical context.

Personalized agents per client

We build custom agents using your contour, memory, and rules so every action is specific to your business.

What we configure

  • Contour-specific entities, KPIs, and ownership
  • Vector memory with private embeddings
  • Policy levels: notify, approve, auto-run
  • Approvals, run logs, and audit trails
Quick consultation

Request a fast consultation

Share your name, email, and country to schedule a quick planning call.

  • Short discovery call within 1 business day
  • Review your KPIs, data sources, and workflow goals
  • Receive a pilot outline with timing and scope
Global teams welcomeFull request form

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Next step

Deploy agents with governance

Define your contour, approval flow, and impact metrics before automation goes live.

Get a DemoStart 6-8 Week Pilot