Action Plan Early access
Log in Join the waitlist
Lexi, the Action Plan Orchestrator
Lexi Orchestrator

Welcome — I run the team here. Every conversation in the sidebar is a problem we solve, top to bottom by how much it matters. Start with yours, or just tell me what brought you in.

Tell your AI team the goal.
Approve the plan. Watch it ship.

Action Plan gives you a full team of specialist AI agents — strategist, developer, researcher, assistant, analyst — that plan, execute, and review real work in the background, and bring you only the decisions that need a human. Local-first. Budgeted. Fully audited.

Action Plan is in private preview. This message joins you to the waitlist — when onboarding opens, your first conversation starts right here.

How it works

The whole loop: goal → plan → approval → governed execution → evidence → done.

STEP 01

Say the goal

"Build the booking app my shop needs." "Automate my email." "Ship this feature." Your Orchestrator turns it into a concrete plan with scope, steps, and cost.

STEP 02

Approve the plan

You see exactly what will run, what it may cost, and which agent does what. Adjust anything — then approve once.

STEP 03

Review the work

Agents execute in the background, behind quality gates. You get evidence-backed results and only the decisions that truly need you.

A team, not a chatbot

Every agent has a stable role, a personality, real memory, and a lane. They work together — propose, challenge, review — and escalate to you only when judgment is needed.

Lexi — Orchestrator and Capability Director
Lexi
Orchestrator
Runs the team, routes the work, brings you only the decisions
Priya — Senior Developer
Priya
Senior Developer
Ships code behind quality gates, never around them
Maya — Research Analyst
Maya
Research Analyst
Evidence-led research with sources you can check
Elena — Product Strategist
Elena
Product Strategist
Turns "automate X" into a plan worth approving
Minh — QA Precision Lead
Minh
QA Precision Lead
Edge-case obsessed; nothing ships red
Valentina — Executive Assistant
Valentina
Executive Assistant
Inbox, calendar, follow-ups — anticipates, doesn't ask twice
Jordan — Goal Coach
Jordan
Goal Coach
Relentless accountability for the goals you set
Miles — Financial Expert
Miles
Financial Expert
Macro-aware money strategy and spend tracking

…and 17 more specialists: Rapid Builder, UX Director, Sales Expert, Marketing Lead, Startup Counsel, Health Coach, Habit Partner, Meeting Leader, Customer Experience Lead, Truth & Bias Analyst, and more.

What your team can do

Outcomes, not features — each one is its own conversation in the sidebar if you want the details.

Work that advances itself

Background agents move your projects forward — planning, building, reviewing, documenting — and stop at exactly the moments that need a human decision.

  • Multi-step workflows run end-to-end in the background
  • Parallel agents fan out across independent work
  • Everything that needs you lands in one review queue

Approve with evidence, not vibes

Every proposal arrives with the diff, test results, reasoning, and history attached. Approve, edit, or reject in one click — every decision is recorded.

  • Evidence-first review cards: what changed, why, what it cost
  • Quality gates run before work ever reaches you
  • A durable audit trail of who approved what, and when

Know the cost before it runs

Action Plan forecasts what a job will cost — in tokens and dollars — before spending anything, enforces budgets, and tracks every model call in one ledger.

  • Pre-run risk-and-cost forecasts gate big jobs
  • Budgets per project, per workflow, per agent
  • One ledger across local models and subscriptions

A memory you can trust

Agents remember your preferences, projects, and decisions — in a versioned memory ledger where every change is proposed, reviewed, and reversible.

  • Agent-proposed memory edits require approval
  • Contradictions escalate to you, never silently overwritten
  • Memory effectiveness is benchmarked, not assumed

Your knowledge, on tap

Ingest your codebase, documents, books, notes, and web sources into governed knowledgebases. Agents cite what they retrieve — answers trace back to your sources.

  • Code, books, notes, and architecture knowledgebases
  • Semantic + lexical + graph retrieval with citations
  • Traceability from idea to shipped change

Workflows you own

Workflows, prompts, rules, and checklists are plain files you can read, edit, and version. Start from a deep catalog; the agents follow your process.

  • A growing catalog of business and delivery workflows
  • Every workflow editable — no black boxes
  • Scheduled and recurring runs: standups, reviews, reports

A real workspace, not just a chat window

Threaded multi-agent chat, projects and tasks, a block-based notes editor with backlinks, an AI-scheduled calendar, and live operations dashboards.

  • Threaded chat with mentions, reactions, and proposals
  • Projects, tasks, and review queues agents keep current
  • Notes, calendar, and knowledge in the same frame

Local-first, secure by construction

Runs on your computer. No required cloud. A built-in security program — scanning, least-privilege tool access, prompt-injection defenses — from day one.

  • Your data stays on your machine by default
  • Per-workflow least-privilege permissions
  • SOC 2-aligned controls built in, not bolted on

Run it your way

Mix all three. The router picks per task; the ledger keeps score.

On your computer

Download and run locally. Your files, your repos, your data — nothing leaves your machine unless you connect it.

With local models

Run open models via Ollama for private, zero-marginal-cost work. Action Plan routes each task to the cheapest model that can do it well.

With your subscriptions

Bring your Claude or OpenAI subscription or API keys. The cost ledger tracks everything — and shows what local routing saved you.

Honest comparisons — because you'll make them anyway

Most AI tools are excellent at one slice of this. You've probably felt where each one stops. Action Plan's bet is the governed whole: a full team, your whole workload, with budgets, audit, and your approval in the loop.

If you use an AI chat assistant
ChatGPT · Claude · Gemini

Great at

Answering, drafting, brainstorming — on demand, when you ask.

Where it breaks down
  • It waits for you — nothing happens unless you're typing
  • It forgets between sessions, or remembers the wrong things
  • You get answers, then YOU still do the work
  • No budgets, no approvals, no record of what it did
How Action Plan solves it
  • Agents hold your goals and work them in the background, on schedule or on demand
  • An approved, versioned memory that survives every session
  • You receive finished, evidence-backed work — not homework

If you use a coding agent
Cursor · Copilot · Devin · Goose

Great at

Autonomous code generation with very little friction.

Where it breaks down
  • Engineering-scoped: your email, projects, finances, and research are someone else's problem
  • Ungoverned: no approval lineage, no spend forecast, no audit trail
  • One agent or an anonymous swarm — no roles, no team, no accountability
How Action Plan solves it
  • The same vibe-coding loop — describe the app, review the plan, ship — but governed: cost forecast first, quality gates, evidence at review
  • And the rest of your work runs through the same team: product, research, ops, finance, life
  • A planning layer (goals, timelines, risks, reviews) no coding agent has

If you use an automation platform
Zapier · n8n · Make

Great at

Deterministic trigger-action plumbing between SaaS apps.

Where it breaks down
  • Recipes execute; they don't plan, reason, review, or improve
  • Every edge case is a new zap; brittle chains nobody remembers building
  • Your workflow logic lives in someone else's cloud, in a diagram you can't diff
How Action Plan solves it
  • Agents design the automation with you, run it, verify the result, and propose improvements
  • Workflows are readable files you own and version — not locked diagrams
  • When something breaks, an agent diagnoses it and brings you the fix to approve

If you build on an agent framework
CrewAI · AutoGen · LangChain · Letta

Great at

Letting developers assemble custom agent systems from parts.

Where it breaks down
  • You're building the product yourself: memory, budgets, review UX, audit — all DIY
  • Agent memory is typically self-edited and unaudited; hallucinations go unmeasured
  • Months of glue code before the first useful outcome
How Action Plan solves it
  • The team, memory governance, budgets, security program, knowledgebases, and review UX are already built
  • Memory writes require approval, reads are logged, fabrication is a measured metric — no surveyed framework does all three
  • Useful on day one; extensible when you want it to be
Capability Chat assistants Coding agents Automation platforms Agent frameworks Action Plan
Named multi-agent team with roles & memoryDIY
Background execution toward your goalscode onlyrecipes onlyDIY
Approval lineage + full audit trailpartial
Cost forecast before running + budgets
Governed, versioned, measured memorypartialpartial
Your documents/books/code as cited knowledgepartialcode onlyDIY
Planning layer: goals, timelines, risks, reviews
Local-first: your machine, your datapartialpartial
Security program built in (SOC 2-aligned)vendor-sidevendor-side
Editable, file-based workflows you ownpartialproprietarycode

Keep the tools you already use

Action Plan isn't asking you to rip anything out. It's designed to sit alongside your existing stack as the task and project management layer that coordinates it — the one place where work is planned, budgeted, approved, and tracked, whatever tool executes it. Your chat assistant, your coding agent, your zaps: Action Plan fills the gaps between them and owns the follow-through.

And when a connection you need doesn't exist yet? You'll be able to ask your team to build it — describe the integration, and your agents develop, test, and propose the connector for your approval. Easy custom company integrations, generated by Action Plan itself, are on our near-term roadmap.

What happens after you join

1. You're on the list

We record your email and your goal. No spam — only launch news and your invite.

2. We read every message

Your "what do you want to automate" note directly shapes onboarding paths and which integrations we build first.

3. Early access rolls out in waves

Invites go out as capacity opens. A concrete use case moves you up.

4. Your first conversation is ready

When you get access, onboarding starts from exactly the prompt you typed here.

Questions, answered

What is Action Plan, in one sentence?
A local-first platform where a team of specialist AI agents plans, executes, and reviews your real work — with your approval, your budget, and a full audit trail.
Will it work with the tools I already use?
Yes — that's the point. Action Plan sits alongside your existing tools as the task and project management layer that coordinates them. It connects to the tools you have, and generating your own custom integrations — described in plain language, built and tested by your agents, approved by you — is on the near-term roadmap.
When can I use it?
It's in private preview now (the Log in button serves early users). Waitlist invites roll out in waves; joining with a concrete use case gets you in sooner.
Does my data leave my computer?
By default, no — the app, its storage, and its knowledgebases run locally. You choose what to connect (model APIs, GitHub, email), and the security layer enforces least-privilege access per workflow.
What does it cost to run?
Your choice: free local models via Ollama, your existing Claude or OpenAI subscriptions, or API keys. Action Plan forecasts cost before big jobs, enforces budgets, and shows exactly what was spent — and saved — in one ledger. Platform pricing will be announced at launch; waitlist members hear first.
Do I need to be technical?
No. You talk to your team in plain language and approve plans. If you are technical, everything underneath is an editable file and a full CLI.
How is this different from ChatGPT / Copilot / Zapier?
Short version: those are an assistant, a coding tool, and a pipe. Action Plan is an accountable team running your whole workload — and it coordinates those tools rather than replacing them. The full comparison is just above.
What happens to what I type in the box up there?
It's stored as your waitlist entry (email + message) so we can invite you and tailor onboarding. Nothing else is collected. Delete-on-request, unsubscribe anytime.

Your team is almost ready.

Tell us what you want to automate, and be first in when the doors open.

Join the waitlist

Join the waitlist