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Actions

Actions is your sit-down review queue. Every AI-suggested field update, follow-up task, and drafted email across your book lands here as a row you can accept, reject, or snooze, one at a time or in bulk. The Do This Now card on Home surfaces the top three; the Actions tab is the rest.
Actions tab landing on the To Review queue, showing rows of AI-suggested field updates, drafted emails, and tasks with type chips, deal-name sublines, and per-row Accept and Reject controls.

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What you can do here

  • Land on the To Review queue as your default view. The Actions tab opens to the pending bucket: every AI-suggested action across your deals waiting on a decision. Four tabs across the top, All, To Review, Approved, Rejected, with live counts on each so you always see what’s left.
  • Drill into a row without leaving the page. Click the row title or the chevron and a two-pane drawer slides open below it. The left side shows the proposed change, an old-to-new field diff, the activity description and due date, or the email recipients and key points. The right side shows the AI’s reasoning in plain English. Decide with full context, then accept or reject from the row itself.
An Action row expanded inline into a two-pane drawer with the proposed Salesforce change on the left and the AI's reasoning trace on the right, plus Accept and Reject controls.
  • Accept or reject one row at a time, or a stack of rows at once. Each row has Accept and Reject buttons in the quick-action column. Select the row checkboxes and a floating bar appears at the bottom with Approve N and Reject controls. Bulk approve fans the writes out to Salesforce, Gmail, or Outlook with per-row success and failure reported back, so a single bad row doesn’t roll back the rest of the batch.
Multiple Action rows selected via the checkbox column with a floating bulk-action bar at the bottom showing Approve N and Reject buttons.
  • Search by deal, field, or reasoning text. The search bar above the list filters across opportunity names, field names, activity subjects, and reasoning text on the loaded page. Sort flips between newest-first and oldest-first.
  • Create an Action manually from a record. Beyond the AI-suggested queue, you can add an Action from a record page when you want to track a follow-up you’ve committed to. The Action joins the same queue and shows up in your Approved tab as soon as you mark it complete.
The Home tab in empty state showing the time-of-day greeting, Do This Now card, four suggested prompt chips, the centered composer, and the right-rail stack of pipeline stats and upcoming meetings cards.
  • Use Home’s Do This Now as the curated top of the queue. Do This Now picks the three highest-priority items across your whole book and surfaces them on Home with one-click prompts. Actions is the full backlog; Do This Now is the AI-curated top of that backlog. Both pull from the same underlying recommendations, so resolving one clears the other.
The Do This Now card on Home showing three prioritized rows with company favicons, signal or hygiene chips, short descriptions, and per-row CTA buttons like Draft follow-up and Suggest Next Steps.

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How to use it

An AE coming back from PTO opens the Actions tab on Monday morning. The To Review tab shows 41 pending rows: 23 field updates on Negotiation deals, 11 follow-up tasks the AI has scheduled, and 7 drafted emails sitting in the Approved tab awaiting send. She types “Bank of America” into the search bar, sees the four BoA rows, expands the first one, reads the AI’s reasoning on a proposed close-date push, accepts it, and rejects the second one that conflicts with what her champion told her on Friday. She clears the search, multi-selects the 14 obvious-yes field updates on her top three Negotiation deals, hits Approve 14, watches the toast confirm 14 of 14 succeeded, and switches to her Gmail to send the three drafted emails she still wants to ship. Fourteen minutes from cold start to a clean queue.

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Patterns that work

Treat Do This Now as the daily read; Actions as the weekly sit-down. Do This Now is for the first 10 minutes of the day, three items, three decisions. Actions is for the longer sweep when you can sit down and clear the backlog. Reps who use both, instead of one or the other, never get buried under a 60-row queue and never miss a high-priority single item. Expand the drawer before you accept the obvious-looking ones. The AI’s reasoning lives in the right pane of the drawer. The cost of one expand is two seconds; the cost of an accepted bad recommendation is a Salesforce write you’ll have to undo later. Make it a habit to expand before clicking Accept on anything that touches a deal’s stage, close date, or amount. Use bulk for the same kind of change across many deals; use single for the high-stakes ones. A 20-row sweep of “update last activity date” is exactly what the bulk bar is for. A single 7-figure deal moving from Proposal to Negotiation belongs in a one-at-a-time expand-read-accept loop. Pattern your behavior to the stakes of the change. Reject is real; it isn’t snooze. Rejecting a row clears it from the queue and tells the rest of the system the suggestion didn’t land. If you actually want to defer the decision, leave the row in To Review and come back to it. Use Reject when the answer is no, not when the answer is “not right now.”
  • Draft Email - drafted emails route here as Approved rows; opening one hands you off to your Gmail or Outlook draft folder.
  • Notes - a note from a call often produces a manually-created Action on the same record.
  • AI Suggestions - the per-cell volt-lime ring on Opportunities and Accounts is the trigger; Actions is the queue where those suggestions live as rows.
  • Home - the Do This Now card lives on Home and surfaces the curated top three from this backlog.
  • Knock out today’s actions - the daily 15-minute clear-the-queue routine.
  • Triage from the notification bell - the bell-driven entry point that lands in the same rows.