Intake

Autonomous triage for every request, from every channel

Collect requests from forms, email, and in-app. Triage in one queue.
Accept what matters, decline what does not.

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How intake works

Three channels in,
one triage queue out

Forms collect fields. Email parses the subject, body, and attachments.
In-app and API submit directly. Everything lands in one queue.

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Public forms anyone can submit

  • Share a link and collect structured requests without requiring an account.

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A dedicated email address per project

  • Subjects become titles. Bodies become descriptions. Attachments carry over intact.

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In-app submissions and API

  • Project members and guests submit inside Plane. The API pipes requests from external systems into the same queue.

SLACK TO INTAKE

Turn Slack conversations
into trackable work

  • Slack is where requests start. Plane is where they get done.
    The integration keeps both in sync so nothing falls through the thread.

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    Create work items from any message

  • Bi-directional thread sync

  • Route updates to the right channels

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CUSTOM INTAKE FORMS

One form per request type,
every field intentional

  • Build submission forms tied to work item types. Bug reports collect severity. Feature requests collect priority.

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    Fields match your work item schema

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    Drag, reorder, preview before publishing

  • Regenerate URLs for security

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AI-POWERED TRIAGE

AI that triages alongside your team

Catch duplicates instantly

Every incoming request runs against your existing backlog. AI flags matches with a confidence score before your team reviews.

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Summarize incoming requests

Long-form submissions condensed into key points. Your triage team reviews the summary, not the wall of text.

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Classify and route automatically

AI reads the request, suggests properties, and recommends the right project or team.

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Assign triage to AI agents

@mention an agent on an intake item. It reviews, adds context, and recommends accept or decline.

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Turn Slack threads into work-items

Plane AI reads entire Slack threads, extracts actionable items, and creates work items.

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Beyond the queue

Triage that holds up
at enterprise scale

Every detail designed for teams processing hundreds of requests a week.

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Intake responsibility

  • Assign an owner per project. Every new request auto-notifies them.

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Accept, decline, snooze, or duplicate

  • Four actions on every request. Snooze defers. Duplicates link to the original.

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Five layouts, one dataset

  • Switch between list, board, table, calendar, and timeline without losing filters.

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Intake analytics

  • Track volume, acceptance rates, and triage trends over time. Export to CSV.

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Customer context

  • Link requests to customer records. Prioritize by revenue or contract stage.

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Bulk triage

  • Select multiple requests and accept, decline, or assign in one action.

CONNECTED FEATURES

Intake feeds everything downstream

Accepted requests flow directly into your project workflow and connect to the features your team already uses.

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Your Intake. Your infrastructure.

Everything you get on cloud, deployed on your infrastructure. Same speed, same capabilities, zero trade-offs.

  • Install in under 10 minutes

  • Deploy on Docker or Kubernetes

  • Air-gapped available

  • Admin panel for SMTP, auth, and more

  • One-click backups

  • Migrate from Jira DC seamlessly

Enterprise-grade security, compliance, and control

Plane is built for teams where trust boundaries matter. Certified, encrypted, and governed for organizations that take security seriously.

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Certified across four compliance standards

  • SOC 2, ISO 27001, GDPR, and CCPA compliance out of the box. Independently audited, continuously monitored.

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Fully committed uptime SLA

  • Automatic backups, real-time scaling, and multi-layer failovers. Built to stay up when it matters most.

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Identity and access at every layer

  • SSO, SAML, and LDAP across every workspace. Authenticate your way.

Next-gen project

management starts here

Plane
Nacelle