15 available actions
What your AI agent can do in Planly
All-in-one social media management tool for scheduling and managing content across multiple platforms This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 15 actions.
Common starting points
- List Schedule GroupsTool to retrieve a list of schedule groups for a team with comprehensive filtering and pagination.
- Get AI CreditsTool to retrieve available AI credits left in a team.
- Create TeamTool to create a new team in Planly.
- Import Media From URLTool to import media from a URL to your team.
- Edit TeamTool to edit team details such as name in Planly.
- Start Media UploadTool to start the upload process for a media file.
Browse all 15 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 8 actions
- Get AI CreditsTool to retrieve available AI credits left in a team.
- Get TeamTool to retrieve detailed information about a specific team including permissions, limits, and integrations.
- List ChannelsTool to list all social media channels connected to a team.
- List media filesTool to retrieve a paginated list of media files in a team.
- List Schedule GroupsTool to retrieve a list of schedule groups for a team with comprehensive filtering and pagination.
- List SchedulesTool to retrieve a paginated list of schedules in a specified team.
- List TeamsTool to retrieve all teams that the authenticated user belongs to.
- List Team UsersTool to list all users that belong to a specific team.
Create & communicateCreate records or send supported messagesView 2 actions
- Create TeamTool to create a new team in Planly.
- Import Media From URLTool to import media from a URL to your team.
Update & manageChange and manage existing recordsView 2 actions
- Edit TeamTool to edit team details such as name in Planly.
- Start Media UploadTool to start the upload process for a media file.
Remove & cancelRemove records or cancel supported workView 2 actions
- Delete MediaTool to delete one or more media files by their IDs.
- Delete TeamTool to delete a team by its ID.
Other actionsSpecialist and administrative actions.View 1 action
- Complete AI PromptTool to complete a text prompt using AI.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Planly
How does the agent connect to Planly?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Planly?
The page above lists the 15 actions currently available through the Planly connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Planly included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Planly is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Planly to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.