# AI Agent for Planhat | Enrich Labs > Connect Planhat to your AI marketing agent. Helena is an AI agent for Planhat that plans, creates, and reports across your whole marketing stack, no engineering required. _Source: https://www.enrichlabs.ai/integrations/planhat_ --- Marketing agents [![](/assets/images/helena-avatar.png) HelenaAI Digital Marketing AgentSelf-serveEnterprise](/ai-digital-marketing-agent)[![](/assets/images/sam/sam_avatar.png) SamAI SEO & GEO AgentEnterprise ](/ai-seo-geo-agent)[![](/assets/images/kai2/hero_kai_illustration.png) KaiAI Social Listening AgentEnterprise](/ai-social-listening-agent) [![](/assets/images/angela2/hero_angela.png) AngelaAI Email Marketing AgentEnterprise](/ai-email-marketing-agent)[![](/assets/images/paul-avatar.png) PaulAI Paid Ads AgentEnterprise](/enterprise) [What is an AI marketing agent? →](/ai-marketing-agent) ![Helena builds a full marketing plan from your data](/assets/helena-lp/na_strategy.webp) Meet Helena One agent that plans, creates, and ships your marketing: content, ads, SEO, and email on autopilot. [Meet the team →](/ai-digital-marketing-agent) By industry [Ecommerce & RetailDTC brands, marketplaces, and retail](/ai-digital-marketing-agent-ecommerce) [B2B SaaSPipeline and product-led growth](/ai-digital-marketing-agent-saas) [Local & Professional ServicesFirms, contractors, and local pros](/ai-digital-marketing-agent-professional-services) [Healthcare & WellnessPractices, clinics, and wellness brands](/ai-digital-marketing-agent-healthcare) [AgenciesRun every client on one platform](/ai-digital-marketing-agent-agencies) [Restaurants & HospitalityRestaurants, hotels, and venues](/ai-digital-marketing-agent-restaurants) [Solopreneurs & CreatorsOne-person marketing team](/ai-digital-marketing-agent-solopreneurs) Featured [ Upwork How Upwork’s marketing org runs with Enrich Labs agents ](/customer-story/upwork)[ Use case videos Watch real workflows, start to finish ](/watch) [Read the Upwork story →](/customer-story/upwork) Learn [BlogGuides, benchmarks, and playbooks](/blog) [About UsThe team behind the agents](/about-us) [Customer StoriesHow real teams run marketing with agents](/customers) Try [Product DemosUse case videos of the agents in action](/watch) [IntegrationsConnect the tools you already use](/integrations) [Free ToolsMarketing tools, no signup needed](/free-tools) Featured [ Research When marketing runs itself Our progress toward self-improving marketing, measured in production across ads, SEO, and email ](/research/when-marketing-runs-itself)[ Engineering How we scaled Helena’s tools to tens of thousands Four architectures for an AI agent’s tool surface, what broke each one, and where we landed ](/engineering/scaling-agent-tools) [Read the research →](/research/when-marketing-runs-itself) Agents [![](/assets/images/helena-avatar.png)Helena · Digital Marketing](/ai-digital-marketing-agent) [![](/assets/images/sam/sam_avatar.png)Sam · SEO & GEO](/ai-seo-geo-agent) [![](/assets/images/kai2/hero_kai_illustration.png)Kai · Social Listening](/ai-social-listening-agent) [![](/assets/images/angela2/hero_angela.png)Angela · Email](/ai-email-marketing-agent) [![](/assets/images/paul-avatar.png)Paul · Paid Ads](/enterprise) Industries [Ecommerce & Retail](/ai-digital-marketing-agent-ecommerce) [B2B SaaS](/ai-digital-marketing-agent-saas) [Local & Professional Services](/ai-digital-marketing-agent-professional-services) [Healthcare & Wellness](/ai-digital-marketing-agent-healthcare) [Agencies](/ai-digital-marketing-agent-agencies) [Restaurants & Hospitality](/ai-digital-marketing-agent-restaurants) [Solopreneurs & Creators](/ai-digital-marketing-agent-solopreneurs) [Customers](/customers) Resources [Blog](/blog) [About Us](/about-us) [Product Demos](/watch) [Free Tools](/free-tools) [Integrations](/integrations) [Customer Stories](/customers) [Enterprise](/enterprise) [Pricing](/pricing) [Log in](https://agent.enrichlabs.ai/marketing/login) [Start free](https://agent.enrichlabs.ai/marketing/register?ls=enrichlabs_nav) [Home](/) › [Integrations](/integrations) › Forms & Surveys › Planhat ![Planhat logo](https://pipedream.com/s.v0/app_RphvzY/logo/orig) + ![Helena](/assets/helena-lp/helena_avatar.png) # AI Agent for Planhat Connect Planhat to your AI marketing agent. Helena connects to Planhat and runs it for you, so your team stays on strategy while the work ships. [Start 3-day free trial](https://agent.enrichlabs.ai/marketing/register?ls=integrations_planhat) [Talk to sales](/enterprise) 3-day free trial · Cancel anytime · No engineering required ## What Helena can do with Planhat The customer platform built to acquire, service and grow lifelong customers. - Read Planhat responses - Segment and route leads - Feed insights into campaigns - Coordinate Planhat with your other channels in one plan - Report what moved in a daily brief you actually read ## How the Planhat AI agent works STEP 1 · CONNECT ### Connect Planhat Authorize Planhat in a couple of clicks. No developer, no setup project. STEP 2 · CONFIGURE ### Set your guardrails Choose read-only or read-write and what needs your approval before anything goes live. STEP 3 · RUN ### Helena runs it Helena works across Planhat and your other channels, and reports back daily. ## Planhat use cases Scenario #### Leads sit in form responses Helena reads responses, segments, and routes them. → Faster follow-up and better fit Scenario #### Survey insight goes unused Helena turns responses into campaign direction. → Marketing shaped by real input Scenario #### Planhat lives in its own silo Helena connects Planhat to your other channels and works across all of them. → One system instead of scattered tools Scenario #### Nobody has time for Planhat busywork Helena handles the repetitive Planhat work automatically. → Hours back every week Scenario #### Planhat data never reaches your campaigns Helena reads Planhat and factors it into what you publish. → Marketing shaped by real data Scenario #### Reporting on Planhat takes forever Helena summarizes Planhat activity in your daily brief. → Answers without the spreadsheet Scenario #### Scaling Planhat means hiring Helena scales Planhat output without added headcount. → Growth without the payroll Scenario #### Work in Planhat ships late Helena keeps Planhat on a dependable cadence. → Consistency you can count on Scenario #### Approvals slow everything down Helena drafts in Planhat and waits for your sign-off. → Speed with control Scenario #### Planhat drifts out of sync with the rest of the stack Helena keeps Planhat aligned with every channel. → A stack that moves together Scenario #### You notice Planhat problems too late Helena watches Planhat and flags what needs attention. → Fewer surprises Scenario #### Onboarding Planhat to a new hire takes weeks Helena already knows Planhat and your brand. → Value from day one ## Helena vs. the alternatives Helena (AI agent) Doing it manually Hiring an agency Setup time Minutes Hours Weeks Cost From $39/mo Your time $3,000-6,000+/mo Speed Runs daily, autonomously When you get to it Days per request Planhat expertise Built in Learn as you go Depends on the team Works across every channel Yes, one system Hard to keep in sync Costly to coordinate ## Frequently asked questions Can Helena be my AI agent for Planhat? Yes. Helena is an AI agent that connects to Planhat and works inside it, planning, creating, and reporting so your team does not have to. How does the Planhat AI agent connect? You connect Planhat in a couple of clicks through a secure Pipedream connection. No developer and no setup project required. What can an AI agent do with Planhat? Read Planhat responses. Segment and route leads. Feed insights into campaigns. Is my Planhat data secure? Your data stays in your workspace and is used only for your marketing. You choose read-only or read-write access, and Helena works inside your approval guardrails. Do I need a developer to use the Planhat integration? No. Helena handles the connection and the work. On enterprise plans we deploy end to end with zero engineering required from your team. How much does the Planhat AI agent cost? Helena starts at $39/mo with a 3-day free trial, cancel anytime. Enterprise plans with custom deployment are available. ## More Forms & Surveys integrations [![](https://pipedream.com/s.v0/app_1w0hvd/logo/orig)Netlify](/integrations/netlify) [![](https://pipedream.com/s.v0/app_mvNhoj/logo/orig)Google Cloud](/integrations/google-cloud) [![](https://pipedream.com/s.v0/app_1Z2hw1/logo/orig)GitLab](/integrations/gitlab) [![](https://pipedream.com/s.v0/app_1NohVg/logo/orig)ClickUp](/integrations/clickup) [![](https://pipedream.com/s.v0/app_mn5haV/logo/orig)Google Dialogflow](/integrations/google-dialogflow) [![](https://pipedream.com/s.v0/app_OkrhgR/logo/orig)Formstack](/integrations/formstack) ## Related reading [All integrations](/integrations) [UGC Marketing: Complete Guide 2026](/blog/ugc-marketing-complete-guide-2026)[Customer Lifetime Value: Complete Guide 2026](/blog/customer-lifetime-value-complete-guide-2026)[Roofing Lead Generation: Complete Guide 2026](/blog/roofing-lead-generation-complete-guide-2026)[White Label Social Media Management: Complete Guide 2026](/blog/white-label-social-media-management-complete-guide-2026) ## Put Planhat on autopilot with Helena. Start your 3-day free trial and connect Planhat today, or talk to us about full AI enablement for your marketing team. [Start 3-day free trial](https://agent.enrichlabs.ai/marketing/register?ls=integrations_planhat) [Book a demo](https://calendly.com/seijin-enrichlabs/chat-with-seijin)