AI workflows

Use Activity & logs > AI > Workflows to review AI suggestions that require a person to make the final decision.

Workflow inbox

Each row represents one request, such as reviewing a document exception or suggesting a follow-up action. The row shows what the request is about, its current status, and when it changed.

Common statuses are:

• Waiting for approval: a person must review the suggestion.
• Approved: the suggestion may be carried out.
• Rejected: the suggestion will not be used.
• Completed: the approved action finished.
• Failed: the action needs attention.

Review a workflow

Open a row to read the source information and each suggested action. Check names, dates, amounts, load numbers, and documents before choosing Approve or Reject. Approval means you accept responsibility for the action shown.

Some users can view workflows but cannot approve or carry them out. Buttons only appear for actions available to your role.

Empty inbox

No workflow runs yet means there are no AI suggestions for your organization. It is not an error.