Intake
Ask once
Capture account, goal, timing, and constraints.
Built Revenue
Atlas Planning OS
Agent-guided planningFrom intake to handoff
Operating system for planning teams
Plan from a simple brief to ready-to-run work.
Atlas Planning OS gives teams one guided path from account context and goals into Atlas Assistant research, recommendations, proposal review, approvals, and order handoff.
Research
Agent-run
Atlas Assistant keeps evidence attached.
Plan
Guided
Compare recommendations, budgets, and scenarios.
Handoff
Ready
Move from proposal to order follow-through.
Start
Planning Intake
- Account context
- Planning goal
- Budget
- Timeline
Assist
Atlas Assistant
- Research
- Enrichment
- Evidence
- Next actions
Shape
Proposal Path
- Recommendations
- Pricing
- Review
- Share links
Run
Order Handoff
- Line items
- Approvals
- Artifacts
- Status
Planning workspace
Primary surfaces
DashboardWorkspace overview for active planning work.Analyze & PlanStart a guided planning run from an account, goal, budget, and context.AssistantContinue saved Atlas Assistant conversations with context intact.AccountsList and qualify planning accounts.PlansTrack plan drafts, review states, and scenario readiness.CatalogBrowse planning inventory and packaging rules.ProposalsManage proposal drafts and review outcomes.OrdersTrack accepted work and fulfillment readiness.ApprovalsReview decisions waiting on named owners.ArtifactsFind and inspect generated planning outputs.JobsObserve queued and completed planning work.AdminConfigure workspace policy and operational settings.
Part of the Built Revenue platform
A Built Revenue product