- Claude — Turn a 30-page document into 5 lines
- Perplexity — Gather evidence for reports
- Napkin AI — Report concept diagrams
- Claude in PPT — Tidy Dense Slides
- Microsoft Copilot — Turning reports into presentations
- Kimi — Cross-Check Issues in Long Reports
AI Tools for Planning Managers
Planning means reading large volumes of material, gathering evidence, and organizing it into reports and slides. Split the work across reading, evidence, diagrams, and slides, and report prep time drops sharply.
At a Glance
See which tool fits each task first.
| Best for | Tool | Free | Korean |
|---|---|---|---|
| A 30-page document in 5 lines | Claude | Free tier | Excellent |
| Gather Evidence for Reports | Perplexity | Free tier | Excellent |
| Report Concept Diagrams | Napkin AI | Free tier | Limited |
| Tidy up crowded slides | Claude in PPT | Paid | Excellent |
| Turn a report into a presentation | Microsoft Copilot | Free tier | Excellent |
| Cross-Check Issues in Long Reports | Kimi | Paid | Moderate |
How to use AI, task by task
We picked the scenarios that fit this role from the “What it’s used for” section on each tool page.
A 30-page document in 5 linesUpload meeting materials, white papers, or contracts in full and pull out 'the 3 key issues and what we need to decide.' Asking 'what do we need to decide?' works better than asking for a summary.
Gathering evidence for reportsHave it find supporting statistics and articles for each claim, then carry the sources straight into your footnotes. Ask for a table to make pasting easier.
Report Concept DiagramsTurn structures like 'three causes and two responses' into a diagram and put it at the front of the report. Readers grasp the big picture on the first page.
Tidy dense slidesPoint to text-heavy slides and have them trimmed down or turned into shapes. Formatting on the surrounding slides stays untouched.
Turn a Report into a PresentationMove a Word report into a PowerPoint draft and attach speaker notes to each slide. The design still needs polish, but you never start from a blank screen.
Cross-Check Issues in Long ReportsUpload several reports together and have the tool find where they disagree. You decide how to resolve each conflict.
AI Training for Planning Managers
Knowing the tool list is not the same as getting your team to use it. Nanum Consulting designs programs where planning teams practice with their real work materials. Ask about AI training for planning teams →
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FAQ
Claude, Perplexity, Napkin AI, Microsoft Copilot. Free tiers vary by tool, so check the pricing section on each tool page.
Yes. We design customized corporate programs where planning staff practice with their real work materials. Send us an inquiry and we reply within 24 hours.
Last updated 22 Sep 2026 · Free-plan availability, pricing, and terms are the values confirmed on each tool’s official page. Ratings are based on John Kim, CEO of Nanum Consulting, using these tools firsthand in training sessions and real work.
Knowing a tool isn’t the same as an organization using it
Leave an inquiry and we will reply within 24 hours. We will propose a hands-on AI training program tailored to your industry and job roles.