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For people who cannot afford a sloppy plan

Plans you can defend.

Structured planning for teams whose work has to hold up to scrutiny — permits, vendors, training, evidence on the actual task, and an auditor-friendly PDF when someone asks what happened. Every plan shows its sources, and your decisions are recorded going forward so the plan you defend today stays auditable later. See how we stack up.

Free tier: 3 projects · solo use · no credit cardTeam features from $49/mo
Spots permits and dependencies
Paper trail without the homework
Nudges you on risks worth a look
A PDF you can actually hand someone
Fits how your team already works

Not on the list? The planner works the same way for farms, construction crews, office ops, HR rollouts, nonprofits, research labs — anywhere a team needs structure without the spreadsheet sprawl.

Import

Seed your workspace with your team's history.

If you have past project documents, equipment lists, vendor records, or lessons learned, ChangePilot extracts that history so future plans benefit from your existing context. Drop in Word, Excel, and PDF files. We surface entities, vendors, regulations, and outcomes. Preview every extracted record before saving — nothing writes to your workspace until you approve.

  • Past projects

    MOC docs, PSSR checklists, change requests, project plans — extracted as projects with subtasks, vendors, regulatory citations, outcomes.

  • Equipment + vendor lists

    Spreadsheets become your org-level catalogs. Future plans recognize tag numbers, criticality, vendor performance.

  • Lessons learned

    Past retrospectives surface during related future plans — your past mistakes don't get re-made.

Documents stay in your organization's secure storage and are never used to train AI models. Read our security posture →

Capture from anywhere

Highlight an email. 8 seconds later it’s a structured project.

Most work doesn’t start in a project tool — it starts in your inbox, a Teams thread, a Slack message, a meeting note. ChangePilot meets you there. Highlight any text in your browser, Outlook, or Teams — right-click — “Add to ChangePilot” — and the planner has it scoped before you close the tab.

User-initiated only. No background OAuth, no “ChangePilot is reading my inbox”. You decide what crosses over, every time.

Install for Chrome, Outlook, Teams
Chrome
Outlook
Teams

Core capabilities

Instant Capture

Describe what needs to happen in plain language. ChangePilot detects 20+ entity types automatically — equipment, vendors, contracts, documents, training — and handles anything not on that list with the same universal scoping. Works for manufacturing, services, research, nonprofit, homestead — any domain.

Team Accountability

Route actions to the right people. Track progress, escalate overdue items, and verify completion with evidence. Nothing falls through the cracks.

Builds on the projects you run

Every plan you run is built to feed back into ChangePilot’s picture of your org — your equipment, your vendors, the rules you live under, who usually owns what, how long things really take — so the more projects you run, the more it can lean on that history instead of re-asking what you’ve already answered.

Beyond basic task management

Describe your work. Structured charter out.

Most workflow tools stop at free-text tasks and hand-built checklists. ChangePilot goes further: it reads the real things your project touches — equipment, vendors, contracts, documents, training, livestock, research instruments, grants, beehives, whatever — and asks the right follow-up questions for each one. Less manual setup. Fewer missed risks.

The planner that thinks in nouns

Type “replace the centrifugal pump on line 4 and train operators on the new procedure” — the planner pulls out the entities: pump, procedure, training, operators. Each one becomes a structured row you can deep-scope with the same rigor, whatever your industry.

Five questions, two minutes, real charter

Each detected entity opens a quick-choice questionnaire — pump type, criticality, spare on hand, drive method. No essays. No forms. Just the structured properties that turn a project description into something queryable.

Risks that don't need an LLM

Once an entity is scoped, deterministic rules surface real business risks: single points of failure, expired contracts, overdue inspections, single-source vendors with long lead times. No black box — every flag quotes the entity that triggered it.

Cross-project entity index

“Show me every pump in our org. Every single-source vendor. Every contract that needs renewal. Every volunteer whose training is expiring this month.” Basic task lists can't answer those questions. ChangePilot can — instantly, across every project.

Smart recommendations today, deeper workflows soonModule workflows — coming soon

Three vendors on a project? A high-criticality pump? Our planner flags when your work touches vendor management, formal change control, or training requirements — and the deeper workflows to handle each are on the way.

Iterative refinement, not a wall of forms

Skip an entity for now. Come back to it next week. Update one property next month. The planner keeps working with what you have and gets sharper as you fill it in.

Professional tierProfessional tier — coming soon

What we’re building next: the regulator-ready story

Built on the discipline industrial operators need — useful for any team running work that has to be defensible. Today: planning that recognizes when your work touches regulated, audited, or high-stakes domains. Next: the workflows that close the loop.

Professional · coming

Map every change to the rules that govern your work

Tag any change with the exact rule it addresses — OSHA PSM 1910.119(l), EPA RMP 68.75, ISO 14001 8.1, your contract terms, your customer’s spec sheet. Auditors, inspectors, or stakeholders see what drove the decision in one click.

Professional · coming

Required sign-offs enforced — for any team that needs them

OSHA PSM 1910.119(i) requires a Pre-Startup Safety Review before equipment goes live. Our hard gate blocks closeout until every required item is signed — whether that’s a PSSR, a contract review, a manager approval, or a customer walkthrough.

Professional · coming

Training and certification that auto-clears your gates

Per-person, per-competency records with expiry tracking. When a sign-off requires proof someone’s trained — PSSR training, ServSafe, contractor onboarding, recurring re-cert — it auto-verifies. Reminders before expiry so nothing lapses.

Professional · coming

Lessons that actually shape new work

Every closed change deposits its lessons. When a new change starts, similar past lessons are surfaced at the moment of capture — not buried in a museum nobody reads.

Professional · coming

One-click signature chain audit

Generate a single PDF showing every approval, signer, timestamp, citation, training record, and required-step sign-off. The 3-day evidence-gathering exercise — for an audit, an investigation, a customer review, or your own peace of mind — becomes one click.

Professional · coming

Modules that fit your industry

Activate Vendor Management, Training & Competency, Incident Tracking, or Compliance & Audit when you need them. Each one writes to typed tables, not generic blobs — so reporting and integrations actually work.

Stop Losing Track of What Matters

Audit findings, safety actions, meeting follow-ups — every task starts as a project. Track them with structure today — free for up to 3 projects.

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