Review and confirm the assistant's actions

When you ask the assistant to do something that reaches other people or is hard to undo, it does not do it. It shows a confirm card so you can check first.

What needs a card

Cards appear for steps such as:

• sending, replying to or forwarding an email,
• creating, moving or deleting a calendar event, and answering an invitation,
• sharing a file or adding people to it, and sharing a note,
• posting in chat, creating a channel, adding members or messaging people,
• starting a Meet call that rings other people,
• sending an invoice,
• assigning a card, mentioning someone, or creating a board,
• changing a contact, a document or a sprint.

Adding people, sharing and sending always need your confirmation. Reading and drafting do not.

Read the card

A card shows a title, a short summary, and a preview, for example the full email text. It also carries:

• a risk label: Low risk, Medium risk or High risk;
• warnings when something deserves a second look.

Warnings can say that:

• the message goes outside your organization, naming the addresses;
• you did not name one of the recipients or guests yourself;
• the content may include sensitive information (your workspace's data protection rules found a match);
• the step was suggested after reading email, files or chat, so check it before confirming.

Use Show more for long previews.

Confirm, cancel or let it expire

• Confirm runs the step once, as you.
• Cancel discards it. It never runs.
• Do nothing, and the card expires after 10 minutes. You will see This expired. Ask again if you still want it.

Once you confirm, your permissions are checked again, just as if you had done it by hand. Your workspace's sending rules and data protection rules still apply. If a rule asks for it, you may see a sensitive-information warning with Continue anyway, or be asked for a Reason before the step goes ahead. A rule can also block the step outright.

Confirmed actions are recorded in your workspace's audit log.

Editing past an action

If you edit an earlier message in a conversation, cards that were still waiting are cancelled. Steps you already confirmed are not undone: a sent email stays sent. Be careful before editing past an action that already ran.

Good to know

• A card belongs to you, in one conversation, on one device session. Nobody else can confirm it.
• The assistant has no access to Vault passwords or secret values. It can only share files with people and groups inside your workspace; sharing outside it is always your own decision, made by hand.
• Suggested next steps, such as Send or Make it shorter after a draft, never skip the card: choosing Send gives you a card to confirm.

Tips

• Read the recipients line first. It is the most common thing to get wrong.
• If a warning says you did not name a recipient, cancel and ask again with the name.