AI and automation flow
See how Copilot threads, approvals, automation rules, workers, integrations, and run ledgers fit together.
Use this guide when AI feels powerful but hard to trust. It shows where human review happens, where automation becomes durable, and where to inspect results.
Flow map
The important idea
AI in this platform is not only a chat box. It is a chain of:
- context assembly
- suggestion generation
- approval and governance
- durable queued execution
- operator review in the ledger
How to work safely
Ask for help in Copilot
Start with the chatbot when you want a CRM-aware summary, draft, note, or next action.
Review approvals
If the action could change records or create work, review the approval state instead of trusting the suggestion blindly.
Confirm execution in the ledger
The automation run ledger is the source of truth for what actually happened. Rule forms and thread replies are not enough by themselves.
Watch rules and integrations together
Rules, worker health, integrations, CSV imports, and signed webhooks all feed the same durable run pipeline.