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Help Center / Tasks & approvals

It does the work. You keep the wheel.

Plain-English asks become plans it runs, with one-tap approval on anything sensitive and a log of every decision.

Help Center / Tasks & approvals

It does the work. You keep the wheel.

Plain-English asks become plans it runs, with one-tap approval on anything sensitive and a log of every decision.

In this guide
1 · Plan and run a multi-step task2 · The approval queue3 · Scheduled & recurring tasks
Related
Tasks & approvals tourUse case: recurring tasksSecurity & privacy

1 · Plan and run a multi-step task

Describe the outcome, not the steps: "chase the three unpaid invoices and book a review call with each client."

a
It proposes a numbered plan you can edit and reorder.
b
Hit Execute and it runs the steps, showing each step’s output as it goes.
c
Anything sensitive pauses for your approval before it happens.

2 · The approval queue

Every proposed action names exactly what it will do and the tools it will run, so you are never approving a mystery. Approve or reject in one tap, from the dashboard or wherever it reached you.

Every decision, yours and its, lands in the audit trail. Team permissions control who can approve what.

3 · Scheduled & recurring tasks

Put the work that repeats on a schedule: the Monday pipeline summary, the monthly follow-up sweep, the weekly invoice chase. It runs on time and puts the results, and anything that needs you, in your briefing.

See it from the buyer’s side on recurring tasks.

Still stuck?
Text us at 774-2-AI-WORK, a real AI employee answers, or grab time with a human.
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1 · Plan and run a multi-step task

Describe the outcome: "chase the three unpaid invoices and book a review call with each."

a
It proposes a numbered plan you can edit.
b
Execute runs the steps and shows each output.
c
Anything sensitive pauses for your approval.

2 · The approval queue

Every proposed action names exactly what it will do and the tools it will run. Approve or reject in one tap.

Every decision lands in the audit trail, and team permissions control who can approve what.

3 · Scheduled & recurring tasks

Put repeating work on a schedule. It runs on time and puts the results, and anything that needs you, in your briefing.

Use case: recurring tasks.

Still stuck?
Text us at 774-2-AI-WORK, or grab time with a human.
Book a demo