AI case study

PlanfulKnowledge management

Scattered data slowed 500+ staff. Notion AI now synthesizes meeting notes into sales docs 4x faster.

Published|10 months ago

Key results

Faster Doc Creation
4x

Result highlights

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The story

Context

A financial performance management software provider rapidly expanded to over 500 global employees across multiple time zones.

Challenge

Rapid growth led to software sprawl as teams adopted disconnected tools like Monday.com and Box, creating isolated data silos. Information became...

Solution
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Quotes

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The company

AI-powered financial planning, budgeting, and performance management platform.

IndustrySoftware & Platforms
LocationRedwood City, CA, USA
Employees251-1K
Founded2002

The AI provider

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

IndustrySoftware & Platforms
LocationSan Francisco, CA, USA
Employees1K-5K
Founded2013

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