Accepting suggestions
The AI suggests triggers that fit your documents, obligations and contracts. You decide which ones to use.
Each suggestion says why it was made and lists what it is based on, for example a tax assessment that arrived, an obligation of your company or a contract with a notice period. Each item links to its source and shows the quote it stands on. Below that you see what the trigger would do.
Who can use this
- Seeing: every member with a built in role
- Accepting, editing and discarding: owners and administrators
Steps
1. Read the reason
Check the reason and the list under Based on. Follow a link to see the source.
2. Accept
Choose Accept. With Switch on right away the trigger starts working immediately; otherwise it is created switched off.
3. Edit first
Choose Edit to change the name, the conditions or the actions, then Accept with changes.
4. Discard
Choose Discard. The same suggestion does not come back.
Good to know
- Only a few suggestions are open at a time, so the list stays short.
Related
- Creating and running triggers
Create a trigger in one sentence or step by step, test it with a dry run and run it now.
- Documents found by the AI
See what the AI recognised in a document, open the document at the quote, and correct the kind if needed.