Use suggested actions for a report

Review, edit and send AI-generated suggested actions for a report, using IU credits where required.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the Suggested actions section

From the report detail page, scroll to the Suggested actions panel to see the AI assistance options and IU cost for running suggestions.

Step 2: Start a new suggestions run

Select the main call-to-action button to trigger a new "Suggest actions" run for the current report, confirming any low-quota or IU usage prompts that appear.

Step 3: Wait while suggestions are generated

Watch the progress state as the system analyses the report, showing a running indicator until suggested actions are ready or you are notified that none are available.

Step 4: Review suggested actions

Once complete, review the list of suggested actions with their types, confidence levels and key details, dismissing any items you do not wish to keep.

Step 5: Edit a suggested action

For any suggestion that needs adjustment, choose the edit option to open the form, then refine the fields such as description, owner or due dates before saving.

Step 6: Save changes to suggestions

Use the save button in the edit form to apply your changes, updating the suggestion while keeping it in the list for later sending or export.

Step 7: Send suggested actions by email

Select the email option to open the sending dialog, fill in the recipient details and message, and send the chosen suggested actions directly from the report.

Step 8: Save an email as a draft

If you are not ready to send, choose the save draft option in the email dialog so you can revisit and finalise the email later.

Step 9: Use primary bulk actions

Apply the primary action button to process selected suggestions in bulk, such as batching multiple items for sending or marking them as accepted.

---

Last updated: 2026-07-16