Search Anaplan Agent

 Template

Research and provide insights to all Anaplan entities

Examples: Automating Anaplan Entity Research & Insights with Tonkean

Enterprise operations teams in procurement, legal, and IT often rely on Anaplan to manage complex business planning and modeling. However, extracting actionable insights from Anaplan's vast landscape of entities—such as Dimension Items, Line Item Dimensions, Lists, Models, and Workspaces—can be a daunting, manual, and error-prone process. Tonkean's Search Anaplan Agent template revolutionizes this workflow by automating the research and discovery of all Anaplan entities, surfacing insights in real time, and orchestrating seamless collaboration across teams and tools.

Challenge: Manual Research Across Anaplan Entities

Traditionally, operations professionals must navigate Anaplan's interface, manually search for relevant entities, and compile data for reporting or analysis. This not only consumes valuable time but also increases the risk of missing critical information. With Tonkean, you can automate your existing tech stack and eliminate manual research by deploying an agent that continuously scans and indexes all Anaplan entities.

Example: Automated Entity Discovery & Reporting

Imagine a procurement analyst who needs to audit all Model Actions and Line Item Dimensions across multiple Anaplan workspaces. Using the Search Anaplan Agent, the analyst can:

  • Automatically retrieve a comprehensive list of all Model Actions, including metadata and last modified dates.
  • Generate a real-time report on Line Item Dimensions, filtered by workspace or model.
  • Push insights directly to collaboration tools like Microsoft Teams or Slack for team-wide visibility.

This automation not only accelerates research but also ensures data accuracy and consistency across the organization.

Challenge: Siloed Data and Inefficient Collaboration

Operations teams often struggle to coordinate with IT or legal when Anaplan data is siloed. Tonkean's composable architecture enables seamless integration with other enterprise systems, breaking down silos and fostering cross-functional collaboration.

Example: Cross-Tool Orchestration for Anaplan Insights

Suppose a legal team needs to review all Model Views and Module Views for compliance. With Tonkean, the Search Anaplan Agent can:

This orchestrated workflow ensures that all relevant parties have timely access to the insights they need, reducing bottlenecks and improving compliance.

Challenge: Keeping Up with Model Changes

As Anaplan models evolve, maintaining up-to-date visibility into entity structures is critical for audit, governance, and operational excellence. Tonkean's intelligent request classification and process optimization capabilities ensure that any changes in Anaplan entities are automatically detected, categorized, and routed to the appropriate teams for action.

Example: Automated Change Monitoring & Alerts

When a new Module or Workspace is created or modified in Anaplan, the Search Anaplan Agent can:

  • Instantly update internal dashboards built with Tonkean's no-code UI builder.
  • Send automated alerts to IT and operations teams, ensuring proactive governance.
  • Log changes for audit purposes, supporting compliance and risk management.

Tonkean: The No-Code Orchestration Platform for Anaplan Operations

The Search Anaplan Agent template leverages Tonkean's no-code process builder and deep integration capabilities to unify Anaplan with your broader enterprise ecosystem. Whether you need to automate research, streamline reporting, or orchestrate cross-functional workflows, Tonkean empowers operations professionals to deliver results faster, with less manual effort and greater accuracy.

Ready to see how Tonkean can transform your Anaplan operations? Get started today or explore more about Tonkean's automation platform for enterprise operations.

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1
Last Updated
December 26, 2025
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Google
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I have seen first-hand the impact that Tonkean can make in transforming complex processes at enterprise scale, resulting in millions of dollars saved from removing time-consuming manual tasks and eliminating other one-off solutions, Empowering an operations team to be innovative while reducing change management is a game changer.
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Mary O'Carroll, former President of CLOC and Head of Legal Operations at Google.
Semrush
"
We've taken our cycle time from 19 days to 10. We've dramatically reduced the time it takes to sift through all of these orders that are coming through via email, via Slack and other web forms. It's created all of that efficiency, allowing our teams to do more with a lot less. We're thrilled about having Tonkean in-house.
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Alejandro Fernandez, Head of Global Procurement, Semrush
Cockroach Labs
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“Our relationship with the legal and compliance team has drastically improved. It’s now a trusted partnership. I think that’s been a huge benefit, and something I’m looking forward to is just allowing people to do what they’re hired to do, rather than having to focus on manual tasks.”
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Kevin Stacey, Head of Procurement, Cockroach Labs
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