Team inbox: how to approve AI proposals and set autonomy

Everything the agents (Anna, Marek, Piotr, Kasia, Prezes) propose goes into one queue. Every proposal has a justification and a trail in the audit log.

What a proposal card looks like

• The agent, title, risk badge (low, medium, high), action type and rationale. "Technical details" show the data on which the proposal is based.
• The "AI proposal" badge marks a posting proposed by a language model. Such a proposal has reduced confidence and is never posted on its own.
• The "Awaiting your decision" section is on the home page, next to "Alerts" and "Deadlines".

Approving and rejecting

1. "Approve" performs the operation immediately.
2. "Reject" opens a window with an optional "Reason" field (up to 500 characters). A rejected proposal does not come back.
3. If execution failed, the card shows "The previous attempt failed" and the button changes to "Retry".
4. Approving a payroll run has an additional confirmation, "Approve and post".

The permission to approve depends on the type of action: HR and payroll require HR write permission, the warehouse requires warehouse write permission, payment reminders and recurring invoices require sales write permission, and the rest require finance write permission. Without the permission the card is read-only.

Autonomy: when the AI can act on its own

Settings, the "AI team" tab. There are two modes: "Suggest and wait for approval" (default) and "Execute automatically". Only the Owner can change them. The "Minimum confidence for automatic mode" slider ranges from 80 to 100% (default 95%); operations with lower confidence always go for approval.

Automatic mode can be enabled only for reversible types of action:

• posting customer payments,
• settling payments to suppliers,
• posting purchase invoices,
• receiving goods into the warehouse from purchase invoices (goods receipt, PZ),
• issuing goods from the warehouse for sales invoices (goods issue, WZ),
• wystawianie faktur cyklicznych,
• calculating depreciation of fixed assets.

Payroll runs, sending to KSeF, JPK and debt collection, among others, are never executed automatically.

Daily routine and the morning email

• The AI team carries out its duties in the background every hour for organisations with an active licence. The Owner can start a review immediately with the "Run review" button.
• The morning summary email is sent no earlier than 7:00 Warsaw time, at most once a day and only when something needs attention. Its content depends on your role. You can turn it off in "Account and security", in the "Email notifications" card. Sending requires outgoing mail to be configured.