Assign, track, and automate critical planning tasks with Anaplan Workflow.
Structure and coordinate planning execution with Anaplan Workflow. Connect teams, automate task flows, and reduce manual effort to drive frictionless planning cycles, accelerate decisions, and deliver consistent, aligned outcomes.
Anaplan Workflow helps you achieve faster, clearer, and more accurate planning execution with smart task coordination, automated handoffs, and supports use cases including data integration automation.
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Eliminate confusion and delays by giving users clear ownership, deadlines, and next steps. Workflow structures each planning process into trackable steps — reducing back-and-forth coordination and ensuring aligned, consistent execution across teams.
Reduce setup time with AI that interprets business process context from documents, slides, or whiteboard images — automatically generating suggested workflows. Move from idea to automation without writing code.
Workflow offers a no-code, guided experience with built-in templates and intuitive prompts. Every user, from planners to collaborators, can participate confidently and execute with speed and consistency.
With native integration across the Anaplan platform, Workflow enables seamless data updates — including those triggered by Anaplan Data Orchestrator — reducing manual work and saving time and cost.
Define and reuse workflow templates across teams or regions. Role-based controls ensure only authorized users adjust key steps enabling repeatable, governed processes.
Let planning data drive execution. Workflow launches tasks automatically when thresholds are crossed, conditions are met, or upstream changes occur, no manual action needed.
Each user sees tailored task instructions and due dates in a streamlined interface ensuring clarity, fast onboarding, and consistent task execution across the organization.
Flow chart-style visual reports help track tasks approvals and progress, while timestamped data captures ensure detailed audit trails and the capability for bespoke reporting.
“Anaplan has greatly reduced the frustration and anxiety that used to come with a lot of our planning processes.”
Rachel Krall, Senior Director, Go-To-Market Operations, LinkedIn
Best practices and valuable insights for Anaplan Workflow.
Enterprises use Anaplan Workflow to automate and simplify planning processes with control and visibility. Shouldn’t you?
