/AI Planning
Features

AI Planning

How OpenHelm turns a plain-English goal into a structured job plan.

How AI Planning Works

When you create a new goal, the AI planner turns your plain-English description into a structured job plan ready to review and approve.

Step 1: Assessment

The AI first assesses whether your goal is clear enough to plan without clarification. If it needs more information, it asks up to two targeted questions (multiple-choice format with a free-text option).

Step 2: Plan Generation

Once the goal is clear, the planner runs a full planning pass and returns a set of 2–6 jobs. Each proposed job includes:

  • A descriptive name
  • A concrete Claude Code prompt
  • A suggested schedule type and configuration
  • A rationale explaining why the job is structured this way

Step 3: Review and Approval

You see the complete plan before anything executes. You can:

  • Approve the plan as-is
  • Edit individual jobs (change the prompt, schedule, name)
  • Delete jobs you don't want
  • Add additional jobs manually

Once you click Approve Plan, the goal and all its jobs are created in a single operation. Once-only jobs fire within the next scheduler tick; recurring jobs calculate their first fire time from the current moment.

Planning Quality

The quality of the generated plan depends heavily on the clarity of your goal description. See Projects & Goals for guidance on writing effective goal descriptions.

Skipping the Planner

Click Build manually at any point to skip AI planning and create jobs directly. The planner is a convenience — you always stay in full control.