A clearer path from scope to handover.
AI Advisor guides the work inside your PlanGRC project. Your people keep the decisions.
AI AdvisorOne project. Shared controls, evidence and actions.
Your team leads. AI adds guidance.
Choose how you work. Keep one shared project.
| Your journey | Core PlanGRC | Core + AI Advisor |
|---|---|---|
| Plan | Your team defines scope and tasks | Guided context, draft charter and plan |
| Discover | Collect and review information | Focused questions and evidence-linked drafts |
| Act | Assign and track next steps | Draft findings, priorities and roadmaps |
| Decide | Your authorised people approve | Your authorised people still approve |
Guided delivery is an add-on. Standard AI assistance depends on your plan.
A guided journey. Clear responsibilities.
Scope & context
Define the goal, boundaries and organisational context. Confirm what belongs in the project.
Kickoff & plan
Prepare a charter, approach, responsibilities and detailed plan for your team to review.
Discovery & evidence
Work through focused questions. Select authorised evidence and identify information that is still missing.
Findings & discussion
Examine source-linked draft findings, challenge assumptions and resolve conflicting information.
Roadmap & follow-through
Prioritise gaps, assign actions and track implementation. Revalidate against current evidence as the work changes.
Review & handover
Review versions and deliverables, approve the agreed outcomes and retain a clear record of the handover.
AI prepares drafts. Authorised people review and approve.
Useful outputs. Ready for your review.
Prepare practical deliverables from the project’s current context. Review and revise them before sharing.
| Output | Available formats |
|---|---|
| Kickoff charter | Word (DOCX) · PDF · HTML |
| Kickoff presentation | PowerPoint (PPTX) · PDF · HTML |
| Detailed project plan | Excel (XLSX) |
| Assessment and gap report | HTML · CSV |
AI prepares. Your people decide.
Guidance supports your team’s judgement at every stage.
AI Advisor helps
- Clarify context and scope
- Ask focused discovery questions
- Draft findings linked to selected evidence
- Prepare roadmaps and deliverables
Your team stays accountable
- Provide accurate information
- Choose evidence you are authorised to submit
- Challenge assumptions and review drafts
- Approve decisions and verify outcomes
Guided delivery is an add-on for an eligible core workspace, with an active allowance and appropriate project permissions. English and Arabic are the current focus. Standard AI assistance depends on your plan.
Before you begin.
Can I use an existing project?
Yes. Guided delivery works within an eligible PlanGRC project, using its scope, controls, evidence and actions. Your project permissions continue to apply.
What happens to my evidence?
You choose what to submit or reuse. Selected content may be processed by the configured AI provider to prepare a response. Review the privacy notice and your organisation’s requirements before submitting information. Read the privacy notice
Does AI approve compliance?
No. AI produces drafts and suggestions. Your authorised reviewers assess the sources, resolve uncertainties and approve decisions. A generated output is not a compliance certification.
How do I get access?
Request a demo to review your intended project, eligible core plan and guided-delivery allowance. An authorised administrator configures access; this public page does not activate a subscription.