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The third step in Adapt’s Ask-Understand-Act framework. After understanding your question and providing insights, Adapt can take action on your behalf.

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What Actions Can Adapt Take?

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Communication

Draft emails and messages: 
Draft a follow-up email to customers who haven't
renewed yet
Send Slack messages: 
Post this summary to #sales-team
Create personalized outreach: 
Write re-engagement sequences for at-risk accounts

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Content Creation

Generate reports: 
Create a board deck summarizing Q4 performance
Build presentations: 
Put together an executive summary with charts
Write documentation: 
Document the findings from this analysis

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Data Operations

Update records: 
Add these insights as notes in HubSpot
Create tasks: 
Create follow-up tasks for the sales team in Linear
Export data: 
Export this analysis as a CSV

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Workflow Automation

Schedule recurring tasks: 
Send this report every Monday at 9am
Set up alerts: 
Notify me when churn risk exceeds 10%
Trigger integrations: 
When a deal closes, update the customer record

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How Actions Work

1

Adapt proposes an action

Based on your request or the context, Adapt suggests what to do
2

You review and approve

See exactly what will happen before confirming
3

Adapt executes

The action is performed across your connected tools
4

Confirmation

You get confirmation of what was done

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Action Examples

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Sales Follow-Up

You ask: 
Which deals have gone cold? Draft follow-up emails.
Adapt responds: 
Found 8 deals with no activity in 14+ days:

1. Acme Corp ($50K) - Last contact: 18 days ago
2. Beta Inc ($35K) - Last contact: 21 days ago
...

Here are personalized follow-up drafts:

---
To: sarah@acmecorp.com
Subject: Quick check-in on your evaluation

Hi Sarah,

I wanted to follow up on our conversation about
[specific topic from CRM notes]...
---

Want me to:
[ ] Send these emails
[ ] Save as drafts in Gmail
[ ] Create tasks in HubSpot

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Weekly Reporting

You ask: 
Set up a weekly pipeline report for the sales team
Adapt creates: 
✅ Scheduled: Weekly Pipeline Report

Timing: Every Monday at 9:00 AM
Destination: #sales-team in Slack

Report includes:
• Total pipeline value by stage
• Deals moving forward/backward
• New opportunities added
• Deals closing this week
• Rep-by-rep breakdown

First report will be sent next Monday.
Want me to send a preview now?

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Executive Summary

You ask: 
Create a board deck for tomorrow's meeting
Adapt generates: 
📊 Q4 Board Deck - Draft

Slide 1: Executive Summary
• Revenue: $2.4M (103% of target)
• New Customers: 47 (+23% YoY)
• Churn: 2.1% (down from 3.4%)

Slide 2: Revenue Breakdown
[Chart: Revenue by segment]

Slide 3: Customer Growth
[Chart: Net new customers by month]

Slide 4: Key Wins
• Closed largest deal in company history
• Launched 3 new integrations
• NPS improved to 72

Slide 5: Challenges & Focus Areas
...

Download as: [Google Slides] [PowerPoint] [PDF]

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Action Permissions

Actions respect your integration permissions:
IntegrationAvailable Actions
SlackPost messages, create channels
HubSpotUpdate contacts, create tasks, log activities
GmailDraft emails, send emails (with approval)
LinearCreate issues, update status
GitHubCreate issues, comment on PRs
Sensitive actions (like sending emails) always require your explicit approval before execution.

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Action Controls

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Review Before Sending

For any external action, Adapt shows you exactly what will happen: 
Ready to send this email to sarah@acme.com:

Subject: Following up on your demo
Body: [full email content]

[ Cancel ] [ Edit ] [ Send ]

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Undo Actions

Many actions can be undone: 
✓ Email sent to sarah@acme.com

[Undo - recall email within 30 seconds]

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Action History

View all actions taken in your organization: Settings > Activity Log
TimeUserActionStatus
2:15 PMYouSent email to 5 contacts✓ Complete
1:30 PMYouPosted to #sales-team✓ Complete
11:00 AMSarahCreated 3 Linear tasks✓ Complete

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Best Practices

Ask Adapt to draft content first, then review before sending
For important actions, keep the review step enabled
Run a preview before activating automated reports
Regularly review what actions have been taken

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Next Steps

Scheduled Tasks

Automate recurring actions

Daily Briefings

Get key insights delivered automatically