Proposals you approve
The assistant writes, you decide. Nothing is recorded until you say so.
Nothing is written without permission
When you ask the assistant to do something — leave a note, create a task, correct a field — the result is a proposal, not a completed act. Until you approve it, no row is written to any table.
The proposal card shows exactly what will be recorded, plus where it will land: which client, which engagement, which contact.
If the destination cannot be named — a record deleted between the proposal and the render, say — the badge simply goes unnamed rather than the card breaking.
Three things you can do
Approve it
Exactly what was written is what gets recorded.
Correct it first
Change the wording and then approve. The edit goes through the same door and the same validation; an emptied note will not post. You can even turn a plain note into a decision.
Discard it
Nothing is recorded. Decided is also final: once approved or rejected, that card is no longer editable.
You are the author; the machine is marked
Anything recorded this way is written under your name — the person who approved it — but also carries a machine mark.
That mark is not decoration: activity created by the assistant does not count as human activity in measurement, or an engagement only the assistant had touched would read as freshly worked.
Two limits
Changing identity fields requires an admin approver. If you are not an admin, the proposal stays pending until an admin sees it.
If executing a proposal fails, no half-finished state is left behind: it either happened completely or not at all.
Read this next
- Assistant & searchDecide what the assistant may doA list of capabilities with switches — and an explanation for the ones that are locked.
- Work, tasks & PulseWhere tasks come fromFour sources, and one rule that keeps the board from filling with noise.
- Contacts & engagementsNotes, replies and decisionsThe three things you write into a feed, and how they differ in practice.
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