Documentation Index Fetch the complete documentation index at: https://adapt.com/docs/llms.txt
Use this file to discover all available pages before exploring further.
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
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
Next Steps
Scheduled Tasks Automate recurring actions
Daily Briefings Get key insights delivered automatically
