What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Instantly retrieve forecast data, scenario comparisons, or metric breakdowns from Anaplan.
Example
"Get the Q4 sales forecast for the North America region."
Memory Recall
Retrieve planning model history for scenario comparison.
Example
“Get all forecast versions for Q2 in Anaplan.”
Instant Reaction
Alert finance team when model projections fail in Anaplan.
Example
"Send error alert if forecast job in Anaplan fails to complete."
Autonomous Routine
Schedule model validations and financial snapshot exports.
Example
"Generate weekly budget snapshot from Anaplan every Friday."
Agent-Initiated Action
Auto-adjust forecast model or sync source data.
Example
"Trigger sync if Anaplan model reports inconsistent line items."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Google Sheets
Export financial model data for collaboration
PowerBI
Create visual reports from planning metrics
Salesforce
Feed forecasts into CRM
Try It with Your Agent
Example Prompt:
"Export quarterly forecast from Anaplan to Google Sheets and generate PowerBI dashboards."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Anaplan in Fastn UCL: Navigate to the Connectors section and select Anaplan, then click Connect.
2
Authenticate with your Anaplan credentials and authorize model access.
3
Enable “run_model” and “update_forecast” in the Actions tab.
4
Use the AI Agent to execute models or revise forecasts by issuing relevant prompts.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
