> ## Documentation Index > Fetch the complete documentation index at: https://v1-docs.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 **1. Adapt proposes an action** Based on your request or the context, Adapt suggests what to do **2. You review and approve** See exactly what will happen before confirming **3. Adapt executes** The action is performed across your connected tools **4. Confirmation** You get confirmation of what was done ## 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. ## 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 > [accordion] Start with drafts > > Ask Adapt to draft content first, then review before sending > [accordion] Use approval workflows > > For important actions, keep the review step enabled > [accordion] Test automations > > Run a preview before activating automated reports > [accordion] Check action history > > Regularly review what actions have been taken ## Next Steps > [card] [Automations](https://v1-docs.adapt.com/docs/features/automations.md) > > Automate recurring actions > [card] [Daily Briefings](https://v1-docs.adapt.com/docs/features/automations.md) > > Get key insights delivered automatically This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.