Give the team a task and approve the plan

Steps

1. 1

   Select Give them a task

   On the Team page, select Give them a task at the top right. The chat opens on The whole team, marked New task. The message box asks you to describe the task: what, for which period, and anything to watch out for.

   • Select Give them a task
2. 2

   Describe the task

   Type the task in plain words: Please prepare the Q3 2026 VAT return for Meridian Souq Trading LLC so I can review and file it before the 28 October deadline.

   • Type Message to the AI team: Please prepare the Q3 2026 VAT return for Meridian Souq Trading LLC so…
3. 3

   Select Send and wait for the plan

   Select Send. Zayed, the compliance lead, reads the records and draws up a plan. This takes a minute or two. The status reads Awaiting your approval when the plan is ready.

   • Select Send
4. 4

   Read the plan

   The plan by Zayed starts with a summary: the third quarter has 78 lines, none classified yet. Below are the steps in order. Steps with an agent's name are the agents' work: Hind, the VAT preparer, classifies the lines and later drafts the return. Steps marked Your checkpoint wait for a person, such as clearing the review queue and, at the end, signing off and filing the return. Agents cannot file or sign off.

5. 5

   Read the decision bar

   At the foot of the plan, a line says: Nothing runs until a person approves this plan. Approve starts the agents. Ask for changes sends Zayed a comment and brings back a revised plan. Reject cancels the task.

   

6. 6

   Select Ask for changes

   You want the finance manager to confirm the supplier bills first. Select Ask for changes, and in the box What should change type: Please add a step for Rashid Karim, our finance manager, to confirm that every Q3 supplier bill has been entered before the return is drafted. If anything needs my decision, ask me in this conversation.

   • Select Ask for changes
   • Type What should change: Please add a step for Rashid Karim, our finance manager, to confirm th…
7. 7

   Select Send changes and wait for the revised plan

   Select Send changes. A message confirms that the plan went back to the agents for changes, and a line in the conversation records Changes requested by you. Zayed sends a revised plan, again waiting for your approval.

   • Select Send changes
8. 8

   Check the new step

   The revised plan now starts with a checkpoint for the finance manager, Rashid Karim: confirm that every third-quarter supplier bill has been entered. Zayed put it first and says why in the summary: so that any late bills are classified too. Then Hind classifies, you clear the review queue, Hind drafts the return, and you review, sign off and file. The plan always comes back to you, however often it changes.

9. 9

   Select Approve

   Select Approve. A message confirms Plan approved, the agents are starting. The conversation records Plan approved by you. The first step is a checkpoint for a person, so the status reads Waiting on a person until it is done: in the next lesson you give that step to the finance manager.

   • Select Approve