Lay out a follow-up plan across a team in one request
What moves
The Copilot creates, reassigns, snoozes and completes activities for you, singly or in bulk, and invitations are sent only after the batch has really been saved.
Before you start
- Activities and AI Copilot in your plan
- An AI provider set up for your company
- The person holds the permission the action needs
Step by step
- ManagerAI Copilot
Asks the Copilot to create a follow-up call for each of the five largest open deals, assigned to the deal owners.
You see:The Copilot prepares the list and asks to confirm.
- ManagerActivities Workspace
Runs a dry run first and then commits.
You see:The dry run reports any problem by item and saves nothing; the commit creates all activities or none.
- EmployeeActivities Workspace
Finds the new activity in their activities inbox.
You see:The call shows with its due date and the deal it belongs to.
Related
- Activities Workspace
- AI Copilot
- Logged activities feed the field sales report
- Meeting action items become assigned to-dos
- Notes and follow-up live on every contract
- A weekly routine reappears for its owner after each completion
- An organiser invites attendees and collects their answers
- Connections between modules