WorxAI
Review a WorxAI action before confirming
Check the proposed target, owner and timing, then verify the result of a confirmed task or reminder.
GuideFor workspace membersContent reviewed
Before you start#
The action must be supported by the tools enabled in your workspace, and your account must have permission for its target. A request in chat is not proof that an action ran.
Review the proposal#
- Describe the outcome and identify the relevant work record.
- Read the proposed action before confirming.
- Check its target, title, owner and timing where applicable.
- Correct missing or ambiguous details. For a reminder, confirm the intended date and time rather than relying on an unclear phrase.
- Confirm only when the proposal matches the change you intend.
If the assistant cannot perform the requested operation, use the relevant product workflow instead. Do not assume that every action described in an answer is an executable tool.
Verify the result#
Read the action result and open the created or updated record when a reference is available. Check the owner, timing and saved content.
If the request times out or its outcome is unclear, inspect the target before repeating it. Repeating an uncertain action can create duplicate work.
Troubleshooting#
| Situation | Next action |
|---|---|
| Target or assignee is ambiguous | Provide the exact record or person and review the updated proposal. |
| Confirmation is still requested | The action has not completed merely because the proposal is visible. |
| Permission is refused | Ask an administrator about the specific operation and record scope. |
| The saved result differs from the intent | Use the product's correction workflow and verify the change. |
For source evaluation, read Ask WorxAI and verify an answer.
See Review a WorxAI action before confirming on the product site
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