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.