Automations & Approvals

Automations: Work without an open chat

Under Automations you’ll find everything your assistant handles on its own – in two forms.

Functions

Functions are individually activatable capabilities that your assistant is allowed to execute independently. Example: deadline detection. From processed documents, it only suggests clearly documented deadlines. If it’s not certain enough, it doesn’t create anything – it asks first.

Schedules

Schedules are fixed, recurring tasks – a reminder, a regular review. You set them up in the chat, after which they appear under Scheduled tasks.

Queries: your approval matters

Under Queries you’ll find what’s waiting for your decision. The basic rule:

External impact, legally binding steps, and uncertain decisions go through your approval.

You see the suggestion with context and decide. This way your assistant does the preparatory work without doing important things without your knowledge.

Good guidelines, good assistant

The clearer your guidelines, the better it works. Don’t just say what should happen, but under what condition: “Only create deadlines when date, obligation, and source are clearly documented. Only mention uncertain cases, don’t create them.”

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