> ## 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.

# Act

> Take action automatically based on Adapt's insights

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

<Steps>
  <Step title="Adapt proposes an action">
    Based on your request or the context, Adapt suggests what to do
  </Step>

  <Step title="You review and approve">
    See exactly what will happen before confirming
  </Step>

  <Step title="Adapt executes">
    The action is performed across your connected tools
  </Step>

  <Step title="Confirmation">
    You get confirmation of what was done
  </Step>
</Steps>

## 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                 |

<Note>
  Sensitive actions (like sending emails) always require your explicit approval before execution.
</Note>

## 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

<AccordionGroup>
  <Accordion title="Start with drafts">
    Ask Adapt to draft content first, then review before sending
  </Accordion>

  <Accordion title="Use approval workflows">
    For important actions, keep the review step enabled
  </Accordion>

  <Accordion title="Test automations">
    Run a preview before activating automated reports
  </Accordion>

  <Accordion title="Check action history">
    Regularly review what actions have been taken
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Automations" icon="clock" href="/features/automations">
    Automate recurring actions
  </Card>

  <Card title="Daily Briefings" icon="sun" href="/features/automations">
    Get key insights delivered automatically
  </Card>
</CardGroup>