Read the proposed action before allowing AI Assistant to save a supported change.
1. Find the action card
After asking for a draft or record change, look for the action card in the conversation. A text reply alone does not mean a record was saved.
2. Review all details
Check the business, customer or vendor, dates, currency, items, amounts, tax, and account. For a batch, read every row.
3. Correct anything uncertain
Request an updated proposal instead of confirming an incorrect card. If someone has changed the record, ask for a fresh review.
4. Confirm and check the result
Choose Confirm when your role permits. Open the saved record and verify its details. Leave the action unconfirmed to make no change.