1
Quick scan
Use request triage and review output to speed up intake while keeping the final write path visible and inspectable.
Request triage
Agent Runs
Approvals
Automation Rules
2
Overview
AI request triage is useful when the input is too long, vague, or mixed with unrelated context. The safe pattern is simple: let the agent prepare a structured recommendation, then let a human decide what to apply.
3
What triage can suggest
Cleaner summary.
Client and project links.
Priority or urgency.
Due-date hints.
Candidate task conversion.
4
What stays under human control
The operator reviews suggestions before they change the request. Conversion to task is still explicit. If the request creates downstream billing or delivery obligations, the human owns that decision.
5
Inspect the run
Agent Activity shows the run, inputs, outputs, and linked records. If triage fails, check AI access, active skills, prompt versions, and execution capacity.
6
Next steps
Read Agent Activity.
Read Requests.
Common Questions
Does triage replace intake review?
No. It makes review faster and more consistent, but it does not remove review.
Can automation start triage for every new request?
Yes, where an accepted automation rule and active skill are available. Applying results is still explicit.
Open the related workspace surface
Use the linked product area after reviewing the page guidance and permission notes.