Agent Profile

Planner Agent

Turns strategy into a practical, step-by-step workflow for agents to execute.

Focus

Breaks goals into steps, sequences tasks, and assigns tools.

Primary output

Execution plans, dependencies, tool routing

Collaboration pattern

Coordinates with Strategist for intent and Operator for execution sequencing.

Maps dependencies and decision points.

Assigns tools and data sources to each step.

Keeps the plan adaptable as new context arrives.

Example scenario

A quarterly marketing campaign needs a coordinated plan that spans research, content, and launch steps.

  1. Translate the strategist brief into milestones and dependencies.
  2. Assign tools and owner agents to each stage.
  3. Publish a timeline with checkpoints for human approval.

Planner field notes

The Planner turns strategy into a workflow that other agents can execute without ambiguity. Start by decomposing the goal into steps that each have a clear input and output. If any step cannot be expressed as an observable output, it should be split or clarified with the Strategist before moving forward.

Good plans are resilient. Build in a “decision layer” where human approval is required and a “fallback layer” if data or tools fail. For example, if a data source is unavailable, the plan should specify an alternate source or a pause point rather than letting the Operator improvise.

Track dependencies explicitly. If the Operator needs a brief from the Strategist or a dataset from Research, mark that as a blocker in the plan. This turns the plan into a coordination artifact and helps the team see risks before they become delays.

Share the plan early and let other agents flag missing inputs before execution begins.

FAQ

How detailed should a Planner agent's plan be?

Detailed enough to remove ambiguity, but flexible enough for agents to adapt to new data or constraints.

What happens when priorities change mid-workflow?

The Planner updates sequencing, reassigns tools, and flags impacted dependencies for human review.

Related reading