Quick Actions
Overview
Section titled “Overview”Quick actions are one-click shortcuts for the most common operations. They appear in the agent pane.
Available Quick Actions
Section titled “Available Quick Actions”| Action | What it does |
|---|---|
| Run payroll | Prepares a pay run from approved invoices |
| Add contractor | Starts the onboarding flow |
| Check compliance | Shows current compliance status for all contractors |
| View payments | Shows recent payment activity |
| Generate report | Creates a spending/savings report |
| Send reminder | Sends invoice reminders to contractors |
Using Quick Actions
Section titled “Using Quick Actions”Click any quick action in the agent pane, or invoke from the command palette (Cmd+K).
Quick actions pre-fill the agent with context — you can modify or confirm before execution.