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Managing the Action Queue

Learn how to review, approve, and manage AI-prepared actions in your Action Queue.

4 min read
Updated 1/30/2026

The Action Queue is your central inbox for reviewing AI-prepared actions. All agent recommendations appear here before execution.

Accessing the Action Queue

  1. Click Actions in the sidebar
  2. Select your workspace (if you have multiple)
  3. View all pending actions across your contracts

Understanding Action Cards

Each action card displays:

FieldDescription
TitleBrief description of the recommended action
AgentWhich AI agent created this action (Renewal, Risk, Obligation)
PriorityUrgency level (Urgent, High, Normal, Low)
ContractLink to the related contract
DescriptionDetailed explanation of why this action is recommended
Proposed ActionWhat will happen if you approve
CreatedWhen the agent created this action

Approving Actions

To approve a single action:

  1. Review the action details
  2. Click the contract link to verify the information
  3. Click Approve to execute the action
  4. The agent will carry out the proposed action automatically
Approval is Final

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:

  1. Click Reject on the action card
  2. Optionally provide a reason for rejection
  3. 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:

  1. Select actions using the checkboxes
  2. Click Approve Selected to approve all at once
  3. All selected actions will be queued for execution
Review First

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:

StatusMeaning
PendingAwaiting your review
ApprovedApproved, waiting to execute
ExecutingCurrently running
CompletedSuccessfully executed
FailedExecution failed (check error message)
RejectedRejected by user
ExpiredPassed expiration date without action

Viewing Action History

To see past actions:

  1. Change the Status filter to show non-pending actions
  2. Review completed, rejected, and failed actions
  3. Click any action to see full details and execution results

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