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Intro to Plane AI Actions ​

Video Placeholder Duration: 5-7 minutes Topics covered: AI Actions overview, creating items with AI, modifying items, bulk operations, automation

What are AI Actions? ​

AI Actions are the things Plane AI can do for you — from creating work items to updating properties to analyzing your project data. These are the "verbs" of the AI system.

While the Sidecar is where you interact with AI, Actions are what the AI executes on your behalf.

Action Categories ​

Creating with AI ​

Create Work Items ​

Generate work items from natural language descriptions:

You: "Create a work item for implementing dark mode in the settings page"

AI: Created WEB-234: Implement dark mode in settings page
- Type: Feature
- Priority: Medium
- Description: Add a dark mode toggle to the settings page
  that allows users to switch between light and dark themes.

Create with Details ​

Be specific to get better results:

You: "Create a high-priority bug for the login page not loading on mobile,
assign it to Alice, and add the frontend label"

AI: Created WEB-235: Login page fails to load on mobile devices
- Type: Bug
- Priority: High
- Assignee: Alice
- Labels: frontend, bug

Create Projects, Cycles, Modules ​

The same natural language approach works for other entities:

You: "Create a new module called 'User Authentication' for tracking all auth-related work"

AI: Created Module: User Authentication
- Description: Tracks all authentication-related work items
- State: Planned

Modifying with AI ​

Update Properties ​

Change any property through conversation:

CommandAction
"Change priority to urgent"Updates priority
"Assign this to Bob"Updates assignee
"Add the backend label"Adds label
"Set due date to next Friday"Updates due date
"Move to In Progress"Changes state

Contextual Updates ​

When viewing a work item:

You: "This should be high priority and assigned to the backend team"

AI: Updated WEB-234:
- Priority: High
- Labels: backend (added)
- Assignee: Backend Team

Bulk Modifications ​

Update multiple items at once:

You: "Mark all bugs in the current cycle as high priority"

AI: Updated 5 work items to High priority:
- WEB-201, WEB-203, WEB-210, WEB-215, WEB-220

Query Actions ​

Search and Find ​

Ask the AI to locate specific items:

You: "Find all work items related to authentication"

AI: Found 8 work items related to authentication:
- WEB-100: Implement OAuth login
- WEB-105: Add password reset
- WEB-110: Session timeout handling
...

The AI understands semantic queries:

You: "What bugs were reported last week?"

AI: 6 bugs were created between Jan 8-14:
- WEB-220: Button click not responding
- WEB-221: Form validation error
...

Duplicate Detection ​

Find similar or duplicate items:

You: "Are there any duplicates of this issue?"

AI: Found 2 potential duplicates:
- WEB-180 (85% similar): "Login button unresponsive"
- WEB-195 (70% similar): "Click events not firing on forms"

Would you like to mark any as duplicates?

Analysis Actions ​

Progress Reports ​

Get instant status updates:

You: "Give me a progress report on Sprint 5"

AI: Sprint 5 Progress Report:
- Duration: Jan 1-14 (10 days remaining)
- Total Items: 24
- Completed: 8 (33%)
- In Progress: 10 (42%)
- Not Started: 6 (25%)

On Track: ⚠️ Slightly behind
Recommendation: Prioritize WEB-230 and WEB-232 to stay on schedule.

Velocity Analysis ​

Understand team performance:

You: "What's our team velocity over the last 3 sprints?"

AI: Team Velocity Analysis:
- Sprint 3: 42 points completed
- Sprint 4: 38 points completed
- Sprint 5: 28 points (in progress, projected 45)

Average Velocity: 40 points/sprint
Trend: Stable with slight improvement

Workload Distribution ​

See how work is distributed:

You: "Show me team workload distribution"

AI: Current Workload:
- Alice: 8 items (3 high priority)
- Bob: 6 items (1 high priority)
- Carol: 9 items (4 high priority) ⚠️ Heavy load
- Dave: 4 items (0 high priority)

Recommendation: Consider redistributing some of Carol's high-priority items.

AI-Powered Property Population ​

When creating work items, AI can automatically populate properties based on context:

Smart Defaults ​

You: "Create a bug for the payment form showing wrong currency"

AI: Created WEB-250: Payment form displays incorrect currency
- Type: Bug (detected from description)
- Priority: High (payment-related = high impact)
- Labels: payments, frontend (inferred from context)
- Module: Payment Processing (matched by topic)

Learning from Patterns ​

The AI learns from your project patterns:

  • Common label combinations
  • Typical assignees for certain work types
  • Standard workflows

Action Confirmation ​

For significant actions, the AI asks for confirmation:

You: "Delete all completed items from last month"

AI: This will permanently delete 45 completed work items from December.
This action cannot be undone.

Do you want to proceed? [Confirm] [Cancel]

Chaining Actions ​

Combine multiple actions in one request:

You: "Create a bug for the search not working, assign it to Alice,
set it as high priority, add it to Sprint 5, and add a comment
saying we need to fix this before the demo"

AI: Done! Created and configured WEB-255:
✓ Title: Search functionality not working
✓ Type: Bug
✓ Assignee: Alice
✓ Priority: High
✓ Cycle: Sprint 5
✓ Comment added: "We need to fix this before the demo"

Best Practices ​

Be Specific ​

The more context you provide, the better the action:

  • ❌ "Create a task"
  • ✅ "Create a task to update the API documentation with the new endpoints"

Review Before Confirming ​

For bulk actions, review the AI's interpretation before confirming.

Use for Repetitive Tasks ​

AI Actions shine for:

  • Creating similar work items
  • Bulk updates
  • Complex searches

Combine with Queries ​

First query to understand, then act:

  1. "Show me overdue items"
  2. "Move all of these to the current sprint"

Key Takeaways ​

  • AI Actions are what Plane AI can do: Create, Modify, Query, Analyze
  • Use natural language to describe what you want
  • Create work items, projects, cycles, and modules with descriptions
  • Modify properties through conversation
  • Query for smart search and duplicate detection
  • Get instant analysis and progress reports
  • Chain multiple actions in a single request

Next Steps ​

Discover the broader AI ecosystem with Plane AI Apps.

Next Lesson: Intro to Plane AI Apps

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