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Use suggested actions on a report

Review, refine and send AI-generated action suggestions for a report, including managing quotas and editing individual actions.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Suggested actions panel​

From the report detail page, scroll to the Suggested actions section to see the actions panel with the IU cost badge and status summary.

Open the Suggested actions panel

Review the IU cost badge and quota message, confirm that creating or sending suggestions is free, then consent to run the Suggest actions pass if required.

Check IU quota and consent to run suggestions

Step 3: Run the Suggest actions pass​

Select the main Suggest actions button to start generating recommendations; the panel shows a running state with a loader while suggestions are created.

Run the Suggest actions pass

Step 4: Review suggested actions list​

When generation completes, review the list of suggested actions, including type, confidence level, key details and any cited report sources.

Review suggested actions list

Step 5: Open and inspect an individual suggestion​

Select a suggestion card or its view option to open full details, including preview fields and any structured information relevant to the action.

Open and inspect an individual suggestion

Step 6: Edit a suggested action before sending​

Use the edit controls to adjust fields in the suggestion form, updating text areas and inputs so the action matches your project requirements.

Edit a suggested action before sending

Step 7: View linked records for a suggestion​

Use the View record option to open the related system record in a new tab or window, confirming context before deciding whether to send the action.

View linked records for a suggestion

Step 8: Send a single action by email​

Choose the Send option for an individual suggestion to trigger the email send handler, dispatching that specific action to the relevant recipient.

Send a single action by email

Step 9: Save an action as an email draft​

If you are not ready to send, use the Save draft option so the suggestion is stored as an email draft for later review and approval.

Save an action as an email draft

Step 10: Batch-send eligible suggested actions​

Use the primary batch action button to send all eligible, batchable suggested actions in one go, reducing manual effort for similar follow-ups.

Batch-send eligible suggested actions

Step 11: Navigate to cited report sections​

Select a source chip on a suggestion to jump directly to the cited section of the report content, using deep links where available.

Navigate to cited report sections

Step 12: Handle low or blocked IU quota states​

When you see low-quota warnings or quota-blocked messages, review the guidance in the panel and adjust your usage or plan before running new suggestions.

Handle low or blocked IU quota states

Last updated: 2026-07-21