Can I migrate data between PLANNY1: AI Project Agent for Daily Briefs & Task Updates and Conga Composer | Document generation and reporting for Salesforce made easy?

Migration support varies by app and category. PLANNY1: AI Project Agent for Daily Briefs & Task Updates and Conga Composer | Document generation and reporting for Salesforce made easy both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from PLANNY1: AI Project Agent for Daily Briefs & Task Updates" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

PLANNY1: AI Project vs Conga Composer | — Salesforce

Conga Composer | Document generation and reporting for Salesforce made easy vs PLANNY1

Side-by-side comparison · 24 data points

Conga Composer | Document generation and reporting for Salesforce made easy

4.7·950reviews

Automatically generate your most critical company documents, such as proposals and quotes, contracts, bills and invoices, and customer communications documents using pre-built or customized templates automatically populated with data from any source.

salesforcepaid

Change

1. Listing metadata

Field-level data

	PLANNY1	Conga Composer \| Document generation and reporting for Salesforce made easy
Tagline	“PLANNY1 reads your live Klient PSA data and delivers a daily project brief; overdue tasks, slipping SPI, blocked dependencies, ranked with the next action attached. When authorized, it updates tasks and creates projects on your behalf, all audit-trailed.”254 chars	“Automatically generate your most critical company documents, such as proposals and quotes, contracts, bills and invoices, and customer communications documents using pre-built or customized templates automatically populated with data from any source. ”252 chars
Description	1189 / 2000 chars59% used	961 / 2000 chars48% used
Screenshots	—	—
Languages	en	nlenfifrde+11 more
Platforms	Salesforce	Salesforce
Developer	Klient Inc.	Conga

At a glance

8 metrics · auto-computed

Feature comparison between PLANNY1: AI Project Agent for Daily Briefs & Task Updates and Conga Composer | Document generation and reporting for Salesforce made easy
Metric	PLANNY1: AI Project Agent for Daily Briefs & Task Updates	Conga Composer \| Document generation and reporting for Salesforce made easy
Rating	—	4.7 ★
Total reviews	0	950
Free plan	★ Yes	—
Pricing	free	paid
Pricing tiers	—	1 tier
Listed features	7	★ 9
Languages	1 supported	16 supported
Listed since	May 2026	Nov 2009

AppRanks verdict

Generated from live data on this page

The call

Based on the data on this page, Conga Composer | Document generation and reporting for Salesforce made easy is the stronger choice for most Salesforce AppExchange admins — 4.7★ vs PLANNY1: AI Project Agent for Daily Briefs & Task Updates's 0.0★ is a meaningful gap that usually reflects real product or support quality differences across the user base.

Pricing

On pricing, PLANNY1: AI Project Agent for Daily Briefs & Task Updates offers a free tier (free) while Conga Composer | Document generation and reporting for Salesforce made easy starts at paid. For early-stage teams validating fit, the free-tier path lets you run the app on real workloads before committing budget.

Review base

Conga Composer | Document generation and reporting for Salesforce made easy has the larger user base (950 reviews vs 0), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. PLANNY1: AI Project Agent for Daily Briefs & Task Updates's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat.

Who should pick what

Recommended by size: small/early-stage admins who need fast install and low risk should default to Conga Composer | Document generation and reporting for Salesforce made easy; mid-market and enterprise admins with specific feature requirements should evaluate both — PLANNY1: AI Project Agent for Daily Briefs & Task Updates's 0-review base may include the workflow context that matches your specific use case better than Conga Composer | Document generation and reporting for Salesforce made easy's broader-but-shallower coverage.

How this is generated

This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: PLANNY1: AI Project Agent for Daily Briefs & Task Updates audit • Conga Composer | Document generation and reporting for Salesforce made easy audit

Listed	May 28, 2026	November 10, 2009

Last updated	—	—

3. Features

As listed by each developer

PLANNY1

1. DAILY PROJECT BRIEFS, RANKED BY URGENCY Every morning at 8 AM, PLANNY 1 reads your live Klient PSA data and delivers a brief ranked by urgency — overdue tasks, slipping SPI, blocked dependencies. Portfolio for PMs, scoped for teams.
2. NIGHT RECAP AND WEEK AHEAD At 6 PM, PLANNY 1 wraps the day — what moved, what didn't, what carries risk into tomorrow. Ask for the week ahead and get the next 7 days: milestones due, deadlines approaching, resources committed.
3. ON-DEMAND DRILL-IN IN SLACK OR CHAT PLANNY 1 isn't a static dashboard. After the brief, follow up in plain English: who owns the slip, who's logged time this week, what's blocking the milestone. Live answers from your Klient PSA data.
4. UPDATE TASKS BY PROMPT When authorized, PLANNY 1 acts on your behalf. Close tasks already completed. Add the follow-up from this morning's standup. Create the next-phase project. Every write scoped by your permission set.
5. SALESFORCE AUDIT TRAIL, ATTRIBUTED TO YOU Every PLANNY 1 write is logged in the Salesforce audit trail and attributed to the user who triggered it — not the agent. Sharing rules, profile restrictions, and field-level security all apply.
6. AGENTFORCE-NATIVE. ZERO INTEGRATION PLANNY 1 is a Salesforce Agentforce agent. Your data never leaves your org. No external APIs, no third-party storage. Install once, configure the permission set, run. Ongoing cost is Salesforce FlexCredit.
ONE-TIME PROVISIONING. NO SUBSCRIPTION. $1,000 USD one-time provisioning fee. No subscription. Ongoing usage runs on Salesforce Flex Credits.

Conga Composer | Document generation and reporting for Salesforce made easy

Get up and running quickly with Composer to reduce document delivery time. Gain additional insights with notifications and document history that increase visibility, speeding up team velocity, processes, and business cycles.
Merge data from anywhere into any template with the Conga Composer API. Easily embed document generation solutions into any website, app, and/or platform, and populate documents with data from any system of record while sending and saving as needed.
Fully control standardization and branding of your documents, ensuring everything you send out is accurate and current
Eliminate the risk of data inconsistency across your business cycle, including manual errors and rogue discounting from your teams.
Fully white label your document and agreement process to improve customer experience and lower security risks
Complete, accurate documents to address almost any use case in .PDF, Microsoft Word, Excel, PowerPoint, and HTML formats.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	PLANNY1	Conga Composer \| Document generation and reporting for Salesforce made easy
your business	Not ranked	#1
documents such	Not ranked	#1
salesforce cloud	Not ranked	#1

7. Quality signals

Reviews · velocity · latest sentiment

Signal	PLANNY1	Conga Composer \| Document generation and reporting for Salesforce made easy
Average rating	—	4.7 ★ (950)
Rating distribution	5— 4— 3— 2— 1—	573% 418% 30% 20% 19%

5 latest reviews · each app

PLANNY1

No reviews yet.

Conga Composer | Document generation and reporting for Salesforce made easy

Jan 14, 2026
Billing Practices Are a Dealbreaker (Unauthorized Seat Added at Renewal) We’ve been a Conga customer for ~15 years, and I’m disappointed to say the billing experience has deteriorated to the point where I would not recommend this product based on account management and invoicing practices alone. At renewal, our invoi

8. App details

Long-form description · keyword frequency

PLANNY1

PLANNY 1 is the AI project agent for Klient PSA. Get briefed every morning. Update tasks by prompt. All inside Salesforce. Project managers and team members use PLANNY 1 to know what's slipping before the week forces the discovery. PLANNY 1 reads your live Klient PSA data — overdue tasks, slipping SPI, blocked dependencies, idle owners — and delivers a ranked brief every morning. Ask follow-up questions in Slack or chat. When authorized, PLANNY 1 also acts: close tasks, add tasks, create projects — on your behalf, attributed to you in the Salesforce audit trail. What you get with PLANNY 1: DAILY PROJECT BRIEFS. Every active project, ranked by urgency. Morning brief at 8 AM. Night recap at 6 PM. Week-ahead summary on demand. Same engine, two scopes — PMs see the portfolio, team members see their own work. ON-DEMAND DRILL-IN. Ask PLANNY 1 anything in Slack or chat. Who owns the slip. Who's logged time this week. What's blocking the milestone. Conversational, not a dashboard. ACTIONS, NOT JUST ANSWERS. Change task status. Add tasks. Create projects. Every write scoped by your permission set, logged in the Salesforce audit trail, attributed to the user who triggered it.

Top keywords

planny6×3.11%
tasks5×2.59%
project4×2.07%
morning3×1.55%
salesforce3×1.55%
add2×1.04%
add tasks2×1.04%
ask2×1.04%
attributed2×1.04%
audit2×1.04%
audit trail2×1.04%
brief2×1.04%

Conga Composer | Document generation and reporting for Salesforce made easy

With Conga Composer, easily create beautiful and accurate digital documents using pre-built or customized templates automatically populated with data from Salesforce. Send consistent and personalized documents that elevate your brand and delight your customers. Generate any document: ✔ Quotes ✔ Proposals ✔ Account plans ✔ Invoices/receipts ✔ Contracts ✔ Work orders ✔ Reports & charts ✔ Shipping documents ✔ And more! Into the following formats: ✔ Word ✔ Excel ✔ PowerPoint ✔ PDF ✔ HTML Extend efficiency with: ✔ Conga Batch: Create and send documents as a batch on a custom schedule ✔ Conga Trigger: Create documents with no clicks using customizable triggers ✔ Conga Composer API: Directly embed Composer into your website, portal, or application Integrations: ✔ Conga Contracts for Salesforce ✔ Conga Grid ✔ Conga Sign Compatible with Sales Cloud, Service Cloud, Experience Cloud, Revenue Cloud, Communities, Portals, Platform, Salesforce1 & Lightning

Top keywords

conga7×5.69%
documents5×4.07%
cloud4×3.25%
composer3×2.44%
batch2×1.63%
conga composer2×1.63%
contracts2×1.63%
salesforce2×1.63%
send

Frequently asked

Common questions about this comparison

Is PLANNY1: AI Project Agent for Daily Briefs & Task Updates or Conga Composer | Document generation and reporting for Salesforce made easy cheaper?

PLANNY1: AI Project Agent for Daily Briefs & Task Updates is the cheaper option — it offers a free plan (free). Conga Composer | Document generation and reporting for Salesforce made easy starts at paid. Both publish their pricing on the Salesforce AppExchange; AppRanks mirrors what's listed on each refresh cycle.

Should I choose PLANNY1: AI Project Agent for Daily Briefs & Task Updates or Conga Composer | Document generation and reporting for Salesforce made easy?

AppRanks cannot separate these two on rating, because neither publishes one. Conga Composer | Document generation and reporting for Salesforce made easy does carry the larger published review base (950 vs 0). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, PLANNY1: AI Project Agent for Daily Briefs & Task Updates or Conga Composer | Document generation and reporting for Salesforce made easy?

Both apps are one-click installs from the Salesforce AppExchange. Conga Composer | Document generation and reporting for Salesforce made easy has the deeper published review base (950 vs 0), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

Which works better for small vs large Salesforce AppExchange admins?

PLANNY1: AI Project Agent for Daily Briefs & Task Updates typically suits early-stage and growth-mode teams based on its published review base (0 reviews). Conga Composer | Document generation and reporting for Salesforce made easy typically suits early-stage and growth-mode teams based on its published review base (950 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

Conga Composer | Document generation and reporting for Salesforce made easy vs PLANNY1

Conga Composer | Document generation and reporting for Salesforce made easy

1. Listing metadata

PLANNY1

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

PLANNY1 · 4 changes

Conga Composer | Document generation and reporting for Salesforce made easy · 0 changes

7. Quality signals

5 latest reviews · each app

8. App details

Frequently asked

Is PLANNY1: AI Project Agent for Daily Briefs & Task Updates or Conga Composer | Document generation and reporting for Salesforce made easy cheaper?

Should I choose PLANNY1: AI Project Agent for Daily Briefs & Task Updates or Conga Composer | Document generation and reporting for Salesforce made easy?

Which is faster to set up, PLANNY1: AI Project Agent for Daily Briefs & Task Updates or Conga Composer | Document generation and reporting for Salesforce made easy?

Which works better for small vs large Salesforce AppExchange admins?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Can I migrate data between PLANNY1: AI Project Agent for Daily Briefs & Task Updates and Conga Composer | Document generation and reporting for Salesforce made easy?