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The Tasks page is your daily command center. It aggregates every step in your flows that requires human intervention before proceeding. Tasks are generated automatically when a prospect reaches a specific step in a Flow Plan. Depending on your Flow settings, steps can either run automatically (Auto) or pause for your review (Approval Required).

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Task Types

Your queue allows you to filter and execute specific types of tasks:

Approval Tasks (Email & LinkedIn)

The Gatekeeper Step. Generated when a flow step (Email or LinkedIn message) is marked as “Human approval required”.
  • Context: Shows the full AI-generated message and the prospect’s details.
  • Action: You can edit the text manually, use the Magic Wand to adjust the prompt, or approve it to send immediately.

Call Tasks

The Dialer Step. Generated from a Call Card in a flow.
  • Context: Displays the AI-generated call script (opener, background, reasoning) and the prospect’s phone number.
  • Action: Perform the call and click Log Call to record the outcome (e.g., “Left Voicemail”) and move the prospect to the next step.

Manual Tasks

The Custom Step. Generated from a Manual Task Card.
  • Context: Contains custom title and description instructions defined by your team (e.g., “Research recent news” or “Comment on their most recent LinkedIn post”).
  • Action: Mark as Done once the offline action is completed.

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Execution Workflow

Completing tasks effectively is key to maintaining flow velocity.
1

Select a Task

Click on any task card to open the Task Details view. This splits your screen, showing the task action on the left and the Prospect/Company intelligence tabs on the right.
2

Review & Edit

  • For Approvals: Review the copy. You can manually edit the text or use the “Magic Wand” to adjust the prompt and regenerate the message.
  • For Calls: Read the generated opener/script and dial the number displayed.
  • For LinkedIn: Click the LinkedIn link to open the prospect’s profile directly.
3

Execute

Choose your action:
  • Approve & Run: Marks the task as done and immediately triggers the automated action (e.g., sends the email or LinkedIn message).
  • Schedule: Sets the action to run at a specific future date/time.
  • Log Call: Records the call outcome and completes the task.
  • Cancel: Stops the flow for this prospect entirely.
Bulk Actions: You can select multiple “To Do” tasks and use Bulk Approve or Refresh Messaging to process up to 50 tasks at once.