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AI Cluster · Native AI, the Act Zone

AI acts directly, when the action is cheap to undo

Native AI is the act zone of Onplana's three-zone decision model. Five operations that AI performs without waiting for an "accept" click, because each one is bounded in scope, cheap to undo, and auditable. Plan draft, natural-language parsing, status report first draft, portfolio Q&A, recommendations widget.

Reversible by design Tenant-isolated tool calls Per-project AI activity log
AI risk detection: the model surfaces risks with severity and suggested mitigations. You accept or dismiss, nothing changes without your call.

What the act zone is, and why these five

Onplana's three-zone model splits every AI operation into one of three buckets: act (AI decides for you), suggest (AI proposes, you decide), and stay-out (AI never touches). The full model is the subject of a long-form post; this page is the deep dive on the act zone.

The five operations in the act zone share three properties: the input space is bounded, the output is cheap to undo, and the work is high-frequency enough that a "are you sure" gate would be more annoying than useful. That combination is what lets AI act directly without forcing a confirmation step the user would learn to click through.

The boundary is set in code, not by the prompt. A misbehaving prompt cannot ask AI to extend its authority into the suggest or stay-out zones; the tool gates do not exist for the model to reach.

The five operations

For each, what you put in, what AI does, and what reverting looks like if the model gets it wrong. Plan tier listed top right.

Plan draft on kickoff

PRO+

Input

A sentence, a paragraph, a meeting transcript, a sponsor email

Output

A real plan, not a preview: epics + tasks + subtasks + milestones + risks + estimated timeline

Reverting: Reverting the whole tree is one click. Editing any node is normal task editing. Regenerating the whole draft from a different brief is unbounded.

Natural-language parsing

PRO+

Input

"Add a task for Sara to review the API spec by Friday"

Output

A task created directly: title, assignee resolved, due date calculated, inherited project context

Reverting: Wrong parses are noticed at a glance and edited like any other task, which is why this sits in the act zone rather than behind a gate.

Status report first draft

PRO+

Input

A project ID, optional period range

Output

A sponsor-ready draft saved (not published): exec summary, accomplishments, blockers, next-week plan, open risks

Reverting: The PM edits before publishing. AI never publishes on its own. The same engine powers the free Status Report Writer tool.

Portfolio Q&A

PRO+

Input

"Which projects slipped this week?"

Output

Direct answer with cited rows. Reading, not writing.

Reverting: Nothing committed. Re-asking the question with a different framing is free.

Recommendations widget

PRO+

Input

Implicit: your current dashboard context

Output

'What should I look at next' suggestions that refresh without confirmation. Hints, not state changes.

Reverting: Hint cards dismiss in place. Acting on a hint goes through the normal UI for that action.

Reversibility, counterfactual cost, auditability

The three tests an operation passes to land in the act zone.

Reversibility

Can the action be undone in a click, cheaply, and without anyone outside the team noticing? If yes, act-zone candidate. If no, at most suggest, more likely stay-out.

Counterfactual cost

If AI is wrong, what does the wrong outcome cost? A misparsed task wastes 30 seconds of edit time. A wrong baseline approval recalibrates a six-month commitment. The first is act; the second is stay-out.

Auditability

Does the operation produce a record explaining why the AI did what it did, what data it saw, and how a reviewer could check? Every act-zone operation produces an auditable trail by design.

The audit trail behind every act-zone operation

Per-project AI activity log, written on every act-zone decision.

Each log entry captures

  • The prompt that triggered the action
  • The retrieved context the model saw (including anything pulled in through Onplana's connectors to MS Graph, SharePoint, an MCP server, or an inbound webhook)
  • The action taken
  • The user who initiated the operation
  • The timestamp

The log is filterable, exportable, and visible to project members by default. The "why" link on any AI-generated artifact opens the entry inline so the PM can see exactly what the model was reasoning over.

What you can actually tune

Worth being exact, because this is the part vendors tend to overstate.

Turn AI off, entirely or one surface at a time

AI has an org-level off switch, and separately each AI surface has its own toggle. Adopting AI is not all or nothing, and a surface a team finds noisy can be turned off without losing the rest.

Cap what it can spend

Admins can set a monthly cost cap that warns at 80% and blocks at 103%, and a per-user share so one person cannot consume the org pool.

What you cannot tune

Which operations act directly and which wait for a person is set in the product, not per workspace. There is no setting that promotes a proposal to auto-apply. If that boundary is in the wrong place for your team, the useful thing is to tell us where, because that is a product decision rather than a configuration one.

Frequently asked

Doesn't 'AI acts without asking' mean less control?

No, because the trade-off is calibrated. The five act-zone operations share three properties: bounded input space, cheap to undo, and high-frequency enough that an 'are you sure' gate would be more friction than safety. Anything that affects existing committed state (risk flags, resource shifts, scope-change impact, baseline drift) lives on the suggest zone with a preview-then-accept loop. Anything that creates legal, financial, or interpersonal cost (financial commitments, baseline sign-off, performance reviews) lives in the stay-out zone with no AI authority. The boundaries are the control mechanism.

How does the AI see my project data without a vector index?

Through typed tool calls scoped to your org's X-Organization-Id header. When AI needs context, it calls list_tasks, get_project, list_risks, etc. The tools return only that org's rows. No vector embeddings sit in a shared retrieval pool, no global index, no cross-tenant leakage path. The trade-off vs vector RAG: lower context recall on long-tail queries, perfect freshness, and tenant isolation that holds at the tool layer.

What happens when the AI gets it wrong on a plan draft?

Regenerate from a different brief, or keep the plan and edit the wrong assumptions like any other task. Plan drafts land as real plans because regenerating is unbounded and editing is normal. The act-zone framing makes the 'wrong' case cheap to recover from.

What's in the audit trail for an act-zone operation?

Every act-zone decision writes a per-project AI activity log entry: the prompt that triggered it, the retrieved context the model saw (including any context pulled in through Onplana's connectors), the action taken, the user who initiated it, the timestamp. The log is filterable, exportable, and visible to project members by default. The 'why' link on any AI-generated artifact opens the entry inline so the PM can see exactly what the model was reasoning over.

Which AI provider does native AI use?

Onplana manages that for you. Onplana ships with dual-provider support, Claude (Anthropic) and Azure OpenAI, and decides which provider serves each request, with automatic failover. The native AI surfaces use the tier abstraction (fast / balanced / powerful), which maps to a concrete model on the serving provider. See the /ai pillar for the dual-provider section.

Can the act zone be widened or narrowed per team?

Not today. Which operations sit in the act zone and which wait for a person is set in the product, not per workspace, so there is no admin toggle that moves one across. What you can control is coarser and real: AI can be switched off for the whole org, and each AI surface has its own on/off toggle, so a team that finds one noisy can turn that surface off entirely.

See the act zone on your own project

Sign up free, draft a project from a sentence, parse a task from one line of text, generate a status report in 30 seconds. The full three-zone model is visible from day one.