# Plan my week — in one tap.

> A rolling, self-optimizing field-sales plan. Auto-Plan rebuilds the week when CRM inputs change, so reps always have a current, optimized tour.

*Source: https://salesfleet.ai/features/auto-plan · Language: en*

*Planning & optimization*

Auto-Plan keeps a rolling, optimized plan that rebuilds itself on a cadence — but only when something in your CRM actually changed. New due clients flow in, completed visits drop out, and the week stays current without anyone touching it.

## What Auto-Plan gives you
- **One tap, five days** — The cadence engine selects, the optimizer sequences — a full week appears instantly.
- **Only when it matters** — A content signature means Auto-Plan re-optimizes only when inputs changed, never churning a settled plan.
- **Hands-off the edits you make** — Manual tweaks are respected; Auto-Plan refreshes in place without trampling your changes.
- **Org-wide or per-rep** — Set a company rule and override it per rep where a territory needs a different rhythm.

## Up and running in three steps
1. **Define the rule** — Horizon length, cadence and which reps it covers.
2. **It watches your CRM** — New due clients, completions and edits change the signature.
3. **It refreshes in place** — When due, the rolling plan re-optimizes and rolls forward automatically.

## Auto-Plan, answered
### Will Auto-Plan overwrite my manual changes?
No. It refreshes durably in place and steps back from days or stops you have adjusted or committed.

### Does it re-run constantly?
Only when the candidate inputs change. A stable book means a stable plan — no needless churn.

### Can different reps have different cadences?
Yes — an org-wide rule plus per-rep overrides.

## Related features
- [Cadence Engine](https://salesfleet.ai/features/cadence-engine.md): The brain behind the plan
- [Route Optimization](https://salesfleet.ai/features/route-optimization.md): Powered by VROOM + real road data
- [Day Capacity](https://salesfleet.ai/features/day-capacity.md): Realistic days, every time

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SalesFleet · HTML: https://salesfleet.ai/features/auto-plan · AI site map: https://salesfleet.ai/llms.txt