Act

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

What Actions Can Adapt Take?

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

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

Generate and edit images:

Generate a 16:9 hero image of a redwood forest at dawn,
cinematic lighting, photorealistic

Take this product photo, put it on a clean white background,
add a soft drop shadow, and crop it square

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

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

How Actions Work

Adapt proposes an action

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

You review and approve

See exactly what will happen before confirming

Adapt executes

The action is performed across your connected tools

Confirmation

You get confirmation of what was done

Action Examples

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

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?

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]

Action Permissions

Actions respect your integration permissions:

Integration	Available Actions
Slack	Post messages, create channels
HubSpot	Update contacts, create tasks, log activities
Gmail	Draft emails, send emails (with approval)
Linear	Create issues, update status
GitHub	Create issues, comment on PRs

Sensitive actions (like sending emails) always require your explicit approval before execution.

Action Controls

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 ]

Undo Actions

Many actions can be undone:

✓ Email sent to sarah@acme.com

[Undo - recall email within 30 seconds]

Action History

View all actions taken in your organization: Settings > Activity Log

Time	User	Action	Status
2:15 PM	You	Sent email to 5 contacts	✓ Complete
1:30 PM	You	Posted to #sales-team	✓ Complete
11:00 AM	Sarah	Created 3 Linear tasks	✓ Complete

Best Practices

Start with drafts

Ask Adapt to draft content first, then review before sending

Use approval workflows

For important actions, keep the review step enabled

Test automations

Run a preview before activating automated reports

Check action history

Regularly review what actions have been taken

Next Steps

Automations

Automate recurring actions

Daily Briefings

Get key insights delivered automatically

Getting Started

Platform Access

Core Features

What Actions Can Adapt Take?

Communication

Content Creation

Data Operations

Workflow Automation

How Actions Work

Action Examples

Sales Follow-Up

Weekly Reporting

Executive Summary

Action Permissions

Action Controls

Review Before Sending

Undo Actions

Action History

Best Practices

Next Steps

Automations

Daily Briefings

​What Actions Can Adapt Take?

​Communication

​Content Creation

​Data Operations

​Workflow Automation

​How Actions Work

​Action Examples

​Sales Follow-Up

​Weekly Reporting

​Executive Summary

​Action Permissions

​Action Controls

​Review Before Sending

​Undo Actions

​Action History

​Best Practices

​Next Steps

Automations

Daily Briefings

What Actions Can Adapt Take?

Communication

Content Creation

Data Operations

Workflow Automation

How Actions Work

Action Examples

Sales Follow-Up

Weekly Reporting

Executive Summary

Action Permissions

Action Controls

Review Before Sending

Undo Actions

Action History

Best Practices

Next Steps