The batch
Every follow-up the agent recommends for this meeting
6 recommended actions
The same plan the chat and brief act on — run the whole batch here, or one-at-a-time in chat. Nothing is sent until you approve.
Derived from the Decision Packet's recommended next-steps — generated from the meeting transcript and linked content.
Ready to run3
- ReadyCreate taskPriya N. (Analyst)Upload final covenant tracker
Final covenant tracker is required before the committee can decide.
- ReadyUpdate project statusAcme approval workflow → Pending Legal
Legal approval is pending, so the workflow should reflect that state.
- ReadyDraft internal noteAcme renewal — open risks
Summarize open risks for the committee pre-read.
Approval routing2
- Routes for approvalRoute approvalCredit OfficerPricing exception
The 22% discount exceeds the RM's delegated authority and needs Credit Officer sign-off.
- Routes for approvalRoute approvalLegalAcme approval workflow
Legal approval is still pending and must be completed before decision.
Blocked — won't run until cleared1
- BlockedSchedule meetingAcme — final committee decision
Book the final committee decision once prerequisites clear.
Final covenant tracker not uploaded and Credit Officer approval missing.
Approving runs the 5 non-blocked actions; 1 blocked stays blocked.