Settings
Counselor portfolio review
AI services are available. This Automation will run when its schedule or trigger applies.
If you edit this, it stops running while you work on it, and you switch it back on when you are happy with the changes. Work already under way is unaffected.
What you have asked for
What this should achieve
Maintain regular review with each counselor for assigned portfolios.
Use this Automation when the following applies: User-selected or observed rhythm. Presidential decisions always return to the user.
What sets it off
- User-selected or observed rhythm
Who is involved
- Current people for this outcome: Current counselor seat and confirmed portfolio responsibilities
What NephAI does
- NephAI prepares and keeps this outcome moving. Appointment plus current portfolio briefing and actions
- NephAI prepares this action for your review. Presidential decisions always return to the user.
- NephAI asks you only for the decision it cannot make. Presidential decisions always return to the user.
What NephAI watches for
Current Inbox, Calendar, Tasks, People, Knowledge, and confirmed outside results applicable to this outcome
Appointment plus current portfolio briefing and actions
User-selected or observed rhythm
How it knows the job is done
- Appointment plus current portfolio briefing and actions
Chasing it up
Appointment plus current portfolio briefing and actions
User-selected or observed rhythm
Presidential decisions always return to the user.
What comes to you
- NephAI prepares this action for your review. Presidential decisions always return to the user.
- NephAI asks you only for the decision it cannot make. Presidential decisions always return to the user.
Setup needed
Make a copy to add the missing schedule, current responsibility, or local applicability choice.