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Acme renewal — pre-committee review

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Agent Batch

Agent Batch — Acme renewal

from Decision Packet — Acme renewalProposed — 5 to run · 1 blocked
  1. 1Plan
  2. 2Distribute
  3. 3Collect
  4. 4Escalate
  5. 5Schedule
  6. 6Close
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.

Awaiting approval
Ready to run3
  • Create taskPriya N. (Analyst)
    Upload final covenant tracker

    Final covenant tracker is required before the committee can decide.

    Ready
  • Update project status
    Acme approval workflow → Pending Legal

    Legal approval is pending, so the workflow should reflect that state.

    Ready
  • Draft internal note
    Acme renewal — open risks

    Summarize open risks for the committee pre-read.

    Ready
Approval routing2
  • Route approvalCredit Officer
    Pricing exception

    The 22% discount exceeds the RM's delegated authority and needs Credit Officer sign-off.

    Routes for approval
  • Route approvalLegal
    Acme approval workflow

    Legal approval is still pending and must be completed before decision.

    Routes for approval
Blocked — won't run until cleared1
  • Schedule meeting
    Acme — final committee decision

    Book the final committee decision once prerequisites clear.

    Final covenant tracker not uploaded and Credit Officer approval missing.
    Blocked

Approving runs the 5 non-blocked actions; 1 blocked stays blocked.