Start Your Day with Actions
Check your Actions dashboard first thing to see:
What's urgent today
What needs follow-up
What's been completed
Create Actions During Reviews
Make it a habit during your regular reviews:
Weekly campaign review → Create optimization actions
Daily KPI check → Create investigation actions
Customer support review → Create follow-up actions
Use Actions for Handoffs
When you need someone else to handle something:
Create an action with full context
Assign to the right person
Enable notifications
They get everything they need to act
Link Related Actions
If multiple actions relate to the same initiative, mention it in descriptions. Future enhancement will support explicit linking.
Review Completed Actions
Look back at completed actions to:
See what your team accomplished
Learn from successful workflows
Identify patterns for automation