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  1. Learning
  2. Run and review action suggestions
TutorialBeginner · 1 min read

Run and review action suggestions

Check for suggestions and approve or reject them.

Before you start: Some orders, quotes or stock data.

Steps

  1. Open Actions and choose Check for new suggestions.
  2. Read each suggestion and its risk level.
  3. Choose Approve or Reject.

Notes

  • Automation suggestions are included on the trial, Growth and Business plans.
  • With no data, there is nothing to suggest yet.

Part of: Workflow automation

Next recommendedRead your daily brief

Related

  • How approval-gated suggestions work
  • Read your daily brief

Last updated 2026-09-25. Something unclear or wrong? Tell us.

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