Action plan

As AI takes on more complex and compute-heavy tasks, action plans provide a necessary checkpoint. This pattern has AI lay out its intended steps before it runs, giving users a chance to confirm or adjust, keeping execution transparent and predictable, while preventing errors or wasted compute from piling up downstream.

Action plans can be advisory or contractual.

In advisory mode, AI is trained to use action plans as a tool for reasoning. It may share its plan in its stream of thought for review later, but the user is never called in to review. Contractual modes require user verification before proceeding. Coding environment tools like Replit or Devin and presentation generators like Chronicle all follow this path.

In general, if the actual task will consume a high degree of compute power, such as building a draft app or a presentation, an action plan confirms user intent and the AI's interpretation before investing in the tokens. The right time to stop an erroneous run is before it begins.

The trade-off is speed. Confirmations add friction, but they also act as a safeguard in high-risk domains where trust is easily lost if the AI moves too far on its own. Designers need to calibrate the threshold: when to block progress until a plan is approved, and when to simply show a stream of thought for orientation as the AI acts.

Variations and forms

  • Step lists: Linear outlines of actions, often requiring a quick confirmation before execution. Example: Claude “Projects” mode surfaces steps before generating text.
  • Execution previews: Structured plans tied to code or automation, with explicit approval gates. Example: Replit and Devin pause on a proposed sequence until confirmed.
  • Content outlines: Document or slide scaffolds that may or may not require confirmation. Example: Gamma presents outlines but generates without blocking.
  • Adaptive plans: Plans that evolve mid-process, sometimes with repeated confirmations. Example: multi-step research agents like Perplexity Labs adjust plans as sources change.

Once the plan is generated, allow users to modify to regenerate the plan before proceeding. Once the generation begins, the action plan is a useful guide to show in a Chain of Thought block to help users follow the model's progress.

Design considerations

  • Show the plan before committing resources. A preview reassures users that the system is aligned before it spends compute or makes changes. This avoids wasted cycles and prevents silent errors from slipping through.
  • Keep the plan skimmable. Users should be able to understand the intent in a few seconds. Dense or overly technical plans undermine their purpose. For more technical or sensitive processes, consider allowing users to expand each step or interact with AI to learn more about what is intended.
  • Make plans modifiable. If users identify an error during the planning phase, give them the tools to understand and correct the error then and there. Avoid presenting plans as a vanity or requiring the full plan to be regenerated to address a single issue.
  • Let users collapse or bypass plans. Experienced users value speed once they trust the system. Provide shortcuts to hide or minimize the plan, but keep the ability to review available at all times.
  • Ensure fidelity between plan and execution. A plan is only useful if the system follows it. If execution diverges, the plan must be updated or explained. Silent deviation quickly erodes trust.

Examples

Chronicle’s outline plan shows the content for each slide as well as the intended layout and formatting details for the use to review.
Github Copilot can create its own high level plan that users can modify, then details a specific list of files to add, change, or remove for additional verification before continuing into its action.
Zapier creates an outline of its planned workflow when in AI Drafting mode for the user to adjust before the steps are created.