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Intro to Plane AI Apps ​

Video Placeholder Duration: 4-6 minutes Topics covered: What are AI Apps, available apps, connecting apps, use cases

What are Plane AI Apps? ​

Plane AI Apps extend Plane's AI capabilities by connecting to external services and tools. They allow the AI to interact with your broader work ecosystem, not just data within Plane.

Think of AI Apps as specialized skills that Plane AI can learn.

The AI Apps Ecosystem ​

Available AI Capabilities ​

Document Analysis ​

Upload and analyze documents:

  • Screenshots — Share UI issues visually
  • PDFs — Reference specifications
  • Design files — Discuss mockups
You: [Attaches screenshot of broken UI]
"Create a bug for what you see in this screenshot"

AI: Created WEB-260: Navigation menu overlaps content on mobile
- Type: Bug
- Priority: High
- Description: Based on the screenshot, the navigation menu
  is overlapping the main content area when viewed on mobile devices.
- Attachment: screenshot.png (linked)

Code Context ​

When connected to code repositories:

  • Reference specific files
  • Understand code changes
  • Link commits to work items
You: "What code changes were made for WEB-200?"

AI: WEB-200 was linked to 3 commits:
- abc123: "Fixed authentication flow" (15 files changed)
- def456: "Added unit tests for auth" (3 files changed)
- ghi789: "Updated documentation" (2 files changed)

AI Credits ​

Plane AI operations consume AI Credits:

What Uses Credits ​

  • AI conversations
  • Document analysis
  • Complex queries
  • Content generation

Managing Credits ​

  • View usage in Workspace Settings
  • Different plans have different credit allocations
  • Credits refresh based on your billing cycle

Credit-Efficient Usage ​

  • Be specific in queries (fewer follow-ups needed)
  • Use batch operations when possible
  • Save common queries as templates

MCP Server Integration ​

For advanced users, Plane offers MCP (Model Context Protocol) Server integration:

What is MCP? ​

A standard protocol for AI systems to access external tools and data sources.

Capabilities ​

  • Connect Plane to other AI tools
  • Build custom integrations
  • Access Plane data from external AI systems

Use Cases ​

  • IDE integrations (VS Code, etc.)
  • Custom AI workflows
  • Third-party tool connections

Setting Up AI Apps ​

Enabling AI Features ​

  1. Go to Workspace Settings
  2. Navigate to AI section
  3. Review available features
  4. Enable desired capabilities

Connecting External Services ​

  1. Access Integrations settings
  2. Find the AI-related integrations
  3. Follow connection steps
  4. Authorize access

Practical Examples ​

Sprint Planning with AI ​

You: "Based on our velocity and the work in the backlog,
what should we include in the next sprint?"

AI: Based on your average velocity of 40 points and
the prioritized backlog, I recommend:

High Priority (must include):
- WEB-300: Payment gateway integration (8 pts)
- WEB-301: Security audit fixes (13 pts)

Medium Priority (capacity permitting):
- WEB-302: User dashboard redesign (8 pts)
- WEB-303: Performance optimization (5 pts)

Total: 34 points (leaves buffer for unexpected work)

Bug Triage with Screenshots ​

You: [Attaches screenshot]
"The user reported this issue. Can you create a bug and
suggest which team should handle it?"

AI: Created WEB-265: Form submission shows incorrect error message
- Type: Bug
- Priority: Medium
- Labels: frontend, user-reported
- Recommendation: Assign to frontend team based on the UI nature
  of the issue. The error message component needs investigation.

Status Report Generation ​

You: "Generate a weekly status report for stakeholders"

AI: Weekly Status Report (Jan 8-14)

## Completed This Week
- ✅ WEB-250: User authentication improvements
- ✅ WEB-251: Dashboard loading optimization
- ✅ WEB-252: Mobile navigation fix

## In Progress
- 🔄 WEB-255: Payment integration (75% complete)
- 🔄 WEB-256: Search functionality upgrade

## Blockers
- ⚠️ WEB-257: Waiting on API credentials from vendor

## Next Week Focus
- Complete payment integration
- Begin user testing for new features

Would you like me to share this to a Page or export it?

AI App Best Practices ​

Provide Rich Context ​

  • Attach relevant files when helpful
  • Reference specific work items
  • Describe the broader goal

Iterate and Refine ​

AI Apps get better with feedback:

  • Correct misunderstandings
  • Provide clarification
  • Guide toward better outputs

Combine Capabilities ​

Use multiple AI features together:

  1. Upload a screenshot
  2. AI creates a bug report
  3. AI suggests assignee based on past similar issues
  4. AI links to related work items

Privacy and Security ​

Data Handling ​

  • AI processes data according to Plane's privacy policy
  • Uploaded files are handled securely
  • Conversation history is workspace-specific

What AI Can Access ​

  • Workspace data you have permission to view
  • Uploaded attachments
  • Connected integration data (with authorization)

What AI Cannot Access ​

  • Other workspaces
  • Data you don't have permission to view
  • External systems without explicit connection

Key Takeaways ​

  • AI Apps extend Plane AI with specialized capabilities
  • Upload and analyze documents, screenshots, and files
  • AI Credits power AI operations — use them wisely
  • MCP Server enables advanced integrations
  • Combine AI capabilities for powerful workflows
  • Privacy and security are built into the system

Next Steps ​

Take Plane AI into your team chat with Plane Slack AI.

Next Lesson: Intro to Plane Slack AI

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