Notifications & AI review

Your unified Inbox for AI-suggested updates, suggested tasks and work assigned to you.

Where notifications live

Click Notifications in the sidebar to open a unified Inbox containing Suggested Updates, Suggested Tasks and work assigned to you:

  • Suggested Updates — field values the AI believes are missing or stale, extracted from your emails, calls and notes. Each shows the source it was inferred from and the records involved.
  • Suggested Tasks — commitments detected in conversations and meetings, with proposed assignee and due date.
  • Assigned to you — work a teammate or the system has put in your hands.

Filter the stream by All, Updates, Tasks or Assigned to you, and group it by Record, Source or Nothing. Managers can also switch the scope from Assigned to me to Workspace or Needs triage.

Accept a suggested update or task to apply it, or reject or dismiss it to remove it from review. Nothing changes without your click. Assigned work is not a proposal — mark it as seen instead.

Review the AI queues regularly — confirming suggestions promptly is what keeps your database self-maintaining. A backlog of 200 stale suggestions helps nobody.

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