Planhat shipped four Automation releases between 9 and 14 September. Workflow Mode creates a record for every Automation run, so teams can inspect sequence progress, email engagement and outcomes in dashboards. The others add permitted sending hours and days for email steps, an AI shared inbox template that triages inquiries and drafts replies, and an AI outreach template that matches underused features to customer objectives.
A record per run makes automated customer outreach auditable one account at a time, which is what a customer success leader needs before trusting it. Sending windows are the small control that keeps an automation from emailing a customer at three in the morning.