Settings
Counselor portfolio assignment
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
Delegate work to the current counselor responsible for a confirmed portfolio and monitor it.
Use this Automation when the following applies: Confirmed portfolio work. Re-resolve the portfolio and recipient before outward action.
What sets it off
- Confirmed portfolio work
Who is involved
- Current people for this outcome: Current responsible counselor
What NephAI does
- NephAI prepares and keeps this outcome moving. Acknowledged, progressed, or completed outcome evidence
- Perform this action only inside the exact boundary below. Re-resolve the portfolio and recipient before outward action.
- NephAI prepares this action for your review. Re-resolve the portfolio and recipient before outward action.
- NephAI asks you only for the decision it cannot make. Re-resolve the portfolio and recipient before outward action.
What NephAI watches for
Current Inbox, Calendar, Tasks, People, Knowledge, and confirmed outside results applicable to this outcome
Acknowledged, progressed, or completed outcome evidence
Confirmed portfolio work
How it knows the job is done
- Acknowledged, progressed, or completed outcome evidence
Chasing it up
Acknowledged, progressed, or completed outcome evidence
Confirmed portfolio work
Re-resolve the portfolio and recipient before outward action.
What comes to you
- NephAI prepares this action for your review. Re-resolve the portfolio and recipient before outward action.
- NephAI asks you only for the decision it cannot make. Re-resolve the portfolio and recipient before outward action.
What it has done
Nothing has come up yet. This will fill in as soon as the situation you described occurs.