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Plan is the shared workspace where saved recommendations move through approval, scheduling, and execution — giving FinOps, security, and engineering teams one source of truth. How findings become recommendations (detect → triage → promote → track) is documented on Keepers.

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Prerequisites

  • At least one source of findings: CloudKeepers, an assessment, or #recommend results from an agent conversation.
  • Optional: approval reviewers set up if changes require sign-off before execution.

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Save and execute recommendations

Findings start as drafts in their source views — they appear in Plan only after you save them.
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 Keepers, an assessment, or #recommend conversation results and choose Save to Plan. Saved items become available for approvals, scheduling, and execution. Unsaved drafts remain in their source views.
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 approval, or implement directly.
Action modal to choose analytics, guidelines, prompts, or implementation

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Next steps

Assessment

Run Well-Architected assessments that feed remediation findings into Plan

Keepers

Enable continuous monitors that detect drift and generate findings

Cost recommendations

Look up recommendation attributes, sources, and categories