The Planner block

The Planner block is the one AI block the lead never sees. It runs early in the generation, structures and transforms the lead's answers into a working plan, and passes that plan to the blocks that come after it. Its output is hidden from the report.

What to use it for

• Deciding the report's outline once, up front, so several Writer blocks each cover their own section without repeating each other.
• Analyzing messy free-text answers into clean facts — goals, budget, experience level — that every later block reads instead of re-interpreting the raw answers.
• Working out a recommendation (which program, which path, which priority) so the Score, Steps, and CTA blocks all agree on it.

Settings

• Prompt / Instructions — what the plan should work out: the structure, the decisions to make, the facts to extract.
• Skill — attach saved Skills for reusable planning instructions.
• Intake Data / Prev. Steps — which answers and earlier outputs it can use.
• Loading Phrases — what the generating screen shows while it runs.

Good to know

• Place the Planner before the blocks that should use its output — later blocks see earlier outputs through their Prev. Steps setting.
• One Planner near the top of the Outcome step is usually enough; it keeps a multi-block report consistent.

Related articles

• AI Blocks
• The Writer block
• Report prompt, grounding, and the generating screen