Find decisions and follow-ups

Open Action Center → For you for work that needs your answer. Decisions, to-dos, and follow-ups stay connected to the matter and its sources; you do not need to hunt for a separate Inbox app.

Open it

On desktop and mobile, open Home → Action Center → For you. Start with Needs you, then open the relevant card.

Find the next move

Look at Needs you first. Read the deadline and the proposed action before selecting a button. Other items may be waiting for another person, scheduled for later, or already being handled. A waiting item does not always require you to intervene.

Use Calendar for scheduled tasks and upcoming meetings, People for the relationship context, and History for the original call, email, or receipt. The Action Center guide explains the feed's states and controls.

Answer without losing context

  1. Open the relevant card.
  2. Open the source or What happened if you need to check the original request.
  3. Answer the question, approve the specific proposal, or use its refusal action.
  4. If the plan is wrong, use Change… when offered or Ask me about this to explain the correction.
  5. Check the updated state and resulting receipt.

For a to-do, Done means you are marking that item complete. Remind me tomorrow defers the reminder when offered. Neither action proves an external booking, email, or payment happened.

Follow up later

Give an exact instruction: “If there is no reply by Thursday at 3pm Pacific, remind me. Do not send another message automatically.” For automatic sending, state the authorized recipient and draft boundary separately.

A card may disappear after it is handled, dismissed, or expires. Use the related conversation or History when you need the prior evidence. If a status fails to refresh, reopen the view and avoid issuing the same outward action a second time.

Keep approval deliberate

Check the recipient, content, attachments, deadline, and any spending before you approve. Settings → How your agent works controls account behavior, while check-ins retain their own ask-first boundary. Read Authority and approvals before widening it.