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Tutorial

Run and review action suggestions

Check for suggestions and approve or reject them.
Beginner1 min readPart of Workflow automation

Before you start

Some orders, quotes or stock data.

Steps

  1. 1Step 1: Open Actions and choose Check for new suggestions.
  2. 2Step 2: Read each suggestion and its risk level.
  3. 3Step 3: Choose Approve or Reject.

Notes

  • Automation suggestions are included in the free first month and on the Pro, Business and Custom plans.
  • With no data, there is nothing to suggest yet.

Part of: Workflow automation

Next recommendedRead your daily brief

Related

  • ConceptHow approval-gated suggestions workAI proposes; a person decides.Read
  • GuideRead your daily briefWhat each item means and how much to trust it.Read

Last updated 2026-09-25. Something unclear or wrong? Tell us.

Related

  • How approval-gated suggestions work
  • Read your daily brief
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