Managing the Action Queue
Learn how to review, approve, and manage AI-prepared actions in your Action Queue.
The Action Queue is your central inbox for reviewing AI-prepared actions. All agent recommendations appear here before execution.
Accessing the Action Queue
- Click Actions in the sidebar
- Select your workspace (if you have multiple)
- View all pending actions across your contracts
Understanding Action Cards
Each action card displays:
| Field | Description |
|---|---|
| Title | Brief description of the recommended action |
| Agent | Which AI agent created this action (Renewal, Risk, Obligation) |
| Priority | Urgency level (Urgent, High, Normal, Low) |
| Contract | Link to the related contract |
| Description | Detailed explanation of why this action is recommended |
| Proposed Action | What will happen if you approve |
| Created | When the agent created this action |
Approving Actions
To approve a single action:
- Review the action details
- Click the contract link to verify the information
- Click Approve to execute the action
- The agent will carry out the proposed action automatically
Once approved, actions are executed immediately. Review carefully before approving, especially for actions that send emails or modify data.
Rejecting Actions
If an action isn't appropriate:
- Click Reject on the action card
- Optionally provide a reason for rejection
- The action is marked as rejected and won't be executed
Rejected actions remain visible in your history for reference.
Batch Operations
For multiple similar actions:
- Select actions using the checkboxes
- Click Approve Selected to approve all at once
- All selected actions will be queued for execution
Even with batch approval, take a moment to review each action. Agents are intelligent but not perfect.
Filtering Actions
Use the filters to find specific actions:
- Status - Pending, Approved, Rejected, Completed, Failed
- Agent Type - Renewal, Risk, Obligation
- Priority - Urgent, High, Normal, Low
- Date Range - Filter by creation date
Action Statuses
Actions progress through these statuses:
| Status | Meaning |
|---|---|
| Pending | Awaiting your review |
| Approved | Approved, waiting to execute |
| Executing | Currently running |
| Completed | Successfully executed |
| Failed | Execution failed (check error message) |
| Rejected | Rejected by user |
| Expired | Passed expiration date without action |
Viewing Action History
To see past actions:
- Change the Status filter to show non-pending actions
- Review completed, rejected, and failed actions
- Click any action to see full details and execution results