Docs

Automate tasks across Understory with Planday

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Understory and Planday talk.
Here are some common ways to automate work between them.

Send a Planday notification when Understory receives a high-priority item.Try now
Create a Planday follow-up from new qualified activity in Understory.Try now
Copy new customer details from Understory into Planday.Try now
Update the matching Planday item when a Understory status changes.Try now
Start a review in Planday when Understory flags an exception.Try now
Summarize new Understory activity and save it in Planday.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Understory and Planday work.

Connect your Understory and Planday. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Understory and Planday.

MindCloud connects Understory and Planday so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.