Settings
Leader visit readiness
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
Ensure a confirmed leader visit has the necessary schedule, objectives, people, logistics, and materials.
Use this Automation when the following applies: Confirmed visit evidence. Never infer a visit from title or name matching.
What sets it off
- Confirmed visit evidence
Who is involved
- Current people for this outcome: Current host, owners, and participants
What NephAI does
- NephAI prepares and keeps this outcome moving. Schedule, objectives, logistics, materials, and follow-through
- NephAI prepares this action for your review. Never infer a visit from title or name matching.
- NephAI asks you only for the decision it cannot make. Never infer a visit from title or name matching.
What NephAI watches for
Current Inbox, Calendar, Tasks, People, Knowledge, and confirmed outside results applicable to this outcome
Schedule, objectives, logistics, materials, and follow-through
Confirmed visit evidence
How it knows the job is done
- Schedule, objectives, logistics, materials, and follow-through
Chasing it up
Schedule, objectives, logistics, materials, and follow-through
Confirmed visit evidence
Never infer a visit from title or name matching.
What comes to you
- NephAI prepares this action for your review. Never infer a visit from title or name matching.
- NephAI asks you only for the decision it cannot make. Never infer a visit from title or name matching.
Already dealt with
Leader visit readiness
No actionCurrent information did not support work for this cycle, so NephAI left it unchanged.
Updated Aug 7, 2026, 11:34 PM