links.10x.in/docs/end-user/playbooks/ops-lab-planner-studio Published:

Ops Lab Playbook: Planner Studio

Last updated: 2026-03-08

1. Purpose and when to use this

Use Planner Studio to discover opportunities, review generated proposals, and approve actions for execution.

2. User roles and auth modes

  • JWT creator: discovery and proposal listing.
  • JWT operator: proposal approval actions.

3. Prerequisites checklist

  • Primer completed: Onboarding and API Primer
  • HANDLE exists and includes proposal history or enabled discovery.
  • JWT_TOKEN from creator/operator identity.

4. UI onboarding flow

  1. Open https://app.10x.in/creator/planner.
  2. Run discovery for target categories.
  3. Review proposal list and status.
  4. Approve a proposal as operator.

5. API workflow map

  1. PL-01: POST /v2/handles/{handle}/agent/discover (JWT creator)
  2. PL-02: GET /v2/handles/{handle}/agent/proposals (JWT creator)
  3. PL-03: POST /v2/handles/{handle}/agent/proposals/{proposalId}/approve (JWT operator)

6. cURL examples

Set module variables:

export PROPOSAL_ID="proposal-1"

PL-01 Discover opportunities

curl -sS -X POST "${API_BASE}/v2/handles/${HANDLE}/agent/discover" \
  -H "authorization: Bearer ${JWT_TOKEN}" \
  -H 'content-type: application/json' \
  -d '{"include":["catalog","coverage","backlog"]}'

PL-02 List proposals

curl -sS "${API_BASE}/v2/handles/${HANDLE}/agent/proposals" \
  -H "authorization: Bearer ${JWT_TOKEN}"

PL-03 Approve proposal

curl -sS -X POST "${API_BASE}/v2/handles/${HANDLE}/agent/proposals/${PROPOSAL_ID}/approve" \
  -H "authorization: Bearer ${JWT_TOKEN}" \
  -H 'content-type: application/json' \
  -d '{"note":"approve via creator suite"}'

7. Expected success outputs and verification checks

  • Discovery returns coverage and catalog hints.
  • Proposal list contains deterministic rows for handle.
  • Approval response confirms status transition to approved.

8. Failure modes and remediation

  • 403 insufficient_role on approval:
  • Remediation: use operator-level JWT.
  • Empty proposal list after discovery:
  • Remediation: rerun discover with broader include filters.
  • 401 JWT issues:
  • Remediation: refresh login token and retry.

9. Async behavior notes

Planner actions are synchronous request/response paths (SYNC) in the scenario contract.

10. Related links