Components

Plan

Plan shows an agent’s plan as a checklist before anything runs. Every step shows its reach. People edit, reorder or strike steps, and a step that loses something it needs is flagged before the plan can start.

Live specimen

The agent planned a rent review in six steps. Strike step 2 and step 3 is flagged, because it needs the comparables. Drag step 3 above step 1 and it’s flagged again. Fix the plan, run it, and it waits for you at the step only you can do.

Anatomy

When to use

  • Before an agent runs a task of more than two steps: a rent review, a month-end close, a tenant onboarding.
  • When some steps can’t be undone. People strike or lower them before they run, not after.
  • Not for a single action. Mark its reach on the button instead (Seal).

Behaviour

ChangeWhat happensWho
Strike a stepIt won’t run; steps that need it are flaggedPerson
Move a stepA step placed before one it needs is flaggedPerson
Edit a stepIts words turn to ink, marked as edited by youPerson
Lower reachAct becomes prepare; never the other way past its ceilingPerson
RunSteps run in order as one job Brake can pause; the plan stops at a person’s stepThe agent

A flagged plan doesn’t run. The flag names the step it needs and why, so the fix is one tap away.

Best practices

  • Write each step as an action and its object: “Pull three comparable rents”, not “Comps”.
  • Show reach on every step, including the ones only a person can do.
  • Say what each step needs, and check the order before running, not during.
  • Estimate the time in words: “about 2 min”.
DoList every step with its reach before anything runs.
Don’tDon’t start without showing the plan. People find out what the agent did only after it did it.

Accessibility

  • The plan is an ordered list. Each grip moves its step with the arrow keys and announces the new position.
  • Each reach button names the step’s reach and what tapping it will do.
  • Flags are text under the step, not colour alone.
  • Running announces where the plan waits and when it finishes.

Specifications

Step
52 pt minimum, 12 pt radius
Flag
1.5 pt ochre outline and a line of text
Running
1.5 pt tyrian outline
Grip
36 × 40 pt target
WakeThe trail an agent leaves, step by step, with an undo on every step that allows one.AgentsLeashLimits on steps, money and time; the agent checks in before it crosses one.AgentsProofSee the result of an agent’s action laid over today, before it runs.ActionsDelegationHand work to an agent, see what it did, and take it back.