Plan

Plan infrastructure changes and automation with CloudThinker.

Plan is the central workspace for managing findings (recommendations) across CloudThinker. Items generated by CloudKeepers, Assessments, and the #recommended tool in conversations start as drafts—you must manually save them for them to appear in Plan. From there, propose actions, estimate impact, capture approvals, and schedule rollouts across environments.

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The Problem

Cloud optimization recommendations are worthless if they don’t get implemented. Most teams generate findings from tools like AWS Trusted Advisor, Wiz, or Cost Explorer — and those findings sit in a report until the next audit. There’s no workflow connecting finding to approval to execution to verification.

Without a structured implementation workflow:

• Recommendations get lost in email threads or Slack messages
• No audit trail of what was approved by whom and when
• No way to track whether implemented changes actually delivered the expected savings
• FinOps and security teams have no shared view of what’s being worked on

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How Existing Tools Compare

Tool	What It Does	What’s Missing
Jira / Linear	Task tracking and workflow management	Not connected to live infrastructure data or AI recommendations
AWS Trusted Advisor	Generates best-practice recommendations	No workflow management, no approval process, no execution tracking
CloudHealth / Apptio	FinOps recommendations and reporting	Recommendations only, no integrated execution or approval workflow
ServiceNow	ITSM workflow and change management	Complex, heavyweight, not connected to cloud infrastructure

Plan bridges the gap: AI-generated findings from CloudKeepers and Assessments flow directly into an approval and execution workflow — giving FinOps, security, and engineering teams a single shared source of truth.

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Workflow

1. Open Plan

   Go to Plan to see all saved recommendations ready for execution.

   
2. Save findings to Plan

   Open any draft finding from CloudKeepers, Assessments, or #recommended conversation results and choose Save to Plan. Saved items become available for approvals, scheduling, and execution. Unsaved drafts remain in their source views and will not show in Plan.

3. Filter recommendations (optional)

   Use More Filters to scope by resource name, pillar, service, assessment, or source. This helps focus the rollout before approvals and scheduling.

   
4. View recommendation details

   Open a recommendation to review impact analysis, savings, risk notes, and implementation guidance before deciding what to run.

   
5. Take action

   Choose how to proceed: run impact analytics, generate guidelines, ask a custom prompt, request approvals, or implement directly.