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Documentation Index

Fetch the complete documentation index at: https://docs.cloudthinker.io/llms.txt

Use this file to discover all available pages before exploring further.

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.

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

How Existing Tools Compare

ToolWhat It DoesWhat’s Missing
Jira / LinearTask tracking and workflow managementNot connected to live infrastructure data or AI recommendations
AWS Trusted AdvisorGenerates best-practice recommendationsNo workflow management, no approval process, no execution tracking
CloudHealth / ApptioFinOps recommendations and reportingRecommendations only, no integrated execution or approval workflow
ServiceNowITSM workflow and change managementComplex, 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.

Workflow

1

Open Plan

Go to Plan to see all saved recommendations ready for execution.
Plan overview with recommendations list
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.
Plan filters for scoping recommendations
4

View recommendation details

Open a recommendation to review impact analysis, savings, risk notes, and implementation guidance before deciding what to run.
Recommendation detail with impact analysis and implementation guidance
5

Take action

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