Skip to content

Make changes with the assistant

The assistant can create, update and delete records, automations and wiki pages for you, but only after you approve each change.

  1. Ask for the change, for example "create a record in Projects called Website refresh" or "set this record's status to Done".
  2. A card appears saying what it Wants to do. Read it.
  3. Click Confirm to let it go ahead, or Reject to stop it. The card then shows Done or Declined.

Nothing changes until you click Confirm. Looking things up doesn't need approval.

Good to know:

  • The change is made as you, exactly as if you had made it yourself.
  • It can't do anything your role doesn't allow.