Smart Actions — review suggestions

Purpose

Turn context into action only after checking the suggested data.

Step by step#

1. 1

   In the conversation or content with Smart Actions, check the command/suggestion offered.

2. 2

   Open the action and review title, recipient, link, owner and deadline.

3. 3

   Confirm only what matches what was agreed; adjust suggested data before saving.

4. 4

   Check the result in the destination module.

5. 5

   In My Account, turn Smart Actions on or off according to your preference.

6. 6

   Suggestions appear from your messages; always review before confirming.