Use Case
Stop doing repetitive data & analytics tasks manually. Planso Forms lets your AI agent handle them automatically through natural conversation. PlanSo Forms integration. Manage Forms. Use when the user wants to interact with PlanSo Forms data. This guide shows practical examples of using Planso Forms to automate common data & analytics workflows and save hours every week.
Install Planso Forms: npx clawhub@latest --dir ~/.claude/skills install planso-forms
Identify the repetitive data & analytics tasks you want to automate
Describe the task to your AI in plain English
Planso Forms will execute the task and return results directly in the chat
Chain multiple tasks: ask your AI to run a sequence of operations
Copy these prompts and use them with your AI agent after installing Planso Forms
Automate my data & analytics tasks using Planso Forms
What repetitive tasks can Planso Forms handle for me?
Set up a workflow that runs Planso Forms every morning
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install planso-formsOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install planso-formsβ οΈ Requires Node.js 18+. No Node? Use Option 2 below to download the ZIP instead. Install Node.js β
Option 2: Manual install (no Node required)
Download the ZIP, extract it, and place the folder at the path below. Restart your agent to activate.
Install path
~/.claude/skills/planso-forms/π‘Extract and place the folder at the path above, then restart your agent.