Pass agreements to the operations team
ActaFlow summarises the proposal and emails for the team: what has been agreed, when to deliver, and which requests still need to be confirmed.
The request
From the proposal and emails, prepare a summary for the team: agreed work, deadlines and requests to be confirmed.
ActaFlow organises the steps of the request. Add the documents and check the data before using the result.
The workflow steps
- Upload proposal and confirmationsGather the proposal, confirmation emails and the client's subsequent requests.
- Summarise what has been agreedActaFlow distinguishes confirmed work, delivery dates and requests still awaiting approval.
- Suggest tasks for the teamActaFlow suggests who should carry out each task and which activities must wait for other outcomes.
- Confirm agreements and assignmentsThe contact checks the recorded commitments and approves what will be shared with the team.Manager check
- Start the assigned workColleagues begin their tasks from the confirmed brief and the accessible documents.
Agreements kept separate from new requests
The brief distinguishes what has been confirmed from changes still to be discussed with the client.
Tasks with an owner
The plan shows the colleague responsible for each activity and the outcomes they need to prepare.
Documents to start the work
The team receives the approved summary and references to the proposal and the shared confirmations.
How you set up the automation
ActaFlow distinguishes confirmed work, delivery dates and requests still awaiting approval. The contact checks the recorded commitments and approves what will be shared with the team.
What you need
- Proposal and the client's written confirmations
- Emails with requested changes and delivery dates
- Colleagues on the operations team and the contact for the handover
Upload proposal and confirmations
Gather the proposal, confirmation emails and the client's subsequent requests.
Summarise what has been agreed
ActaFlow distinguishes confirmed work, delivery dates and requests still awaiting approval.
Suggest tasks for the team
ActaFlow suggests who should carry out each task and which activities must wait for other outcomes.
Confirm agreements and assignments
The contact checks the recorded commitments and approves what will be shared with the team.
Start the assigned work
Colleagues begin their tasks from the confirmed brief and the accessible documents.
Describe the work. AI helps you prepare your workflow.
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Frequently asked questions
Should I schedule this to prepare the plan?
You can describe the work to be delivered and colleagues' roles in chat. ActaFlow proposes tasks and owners. The contact person checks these together with the summary of agreements.
How does it distinguish a request from an agreement?
It asks for written confirmations to be used for agreed work. Requests without confirmation remain among the open points. The contact person reviews the distinction before handover to the team.
Can I separate agreements from changes still to be confirmed?
Yes. Provide the proposal and written confirmations and ask for agreed work to be distinguished from new requests. The contact person checks the distinction before handover to the team.
Does sharing the plan grant access to all documents?
Sharing the plan does not change source permissions. Set up colleagues' access to the necessary documents before assigning the work.
Prepare the summary for the operations team
Upload the proposal and the client's emails. ActaFlow summarises the agreements and proposes colleagues' tasks.