Copilot works your tasks
What moves
Copilot reads and, after confirmation, changes activities.
Before you start
- AI Copilot in your plan
Step by step
- EmployeeAI Copilot
Asks Copilot to plan the day or move overdue items.
You see:Copilot lists the items.
- EmployeeActivities Workspace
Confirms.
You see:The change is applied.
Related
- Activities Workspace
- AI Copilot
- Discuss a record in chat without leaving it
- Discussion and follow-ups on a rental record
- Discussion and follow-ups on bills, invoices and journal entries
- A termination raises a final pay review for payroll
- A weekly routine reappears for its owner after each completion
- Connections between modules