From source documents to reviewed operational work
2 new
Review customer-order drafts with their source evidence and let Konnie help prepare reusable Tables, Forms and collection workflows.
New
Review an order draft alongside its sources
Turn supported PDFs or messages in your Konnie conversation into an editable customer-order draft. Check quoted evidence, correct positions and resolve missing or conflicting information before approving the exact draft and saving the order.
- Production planning and release remain separate actions after the customer order is saved.
- Scanned documents may need additional preparation; review the complete order before confirming it.
New
Prepare collection workflows with Konnie
Ask Konnie to prepare a Table schema or a Form collection workflow, inspect the proposed fields and mappings, and save authorized changes from the review. Forms, Automations and Apps can then use the same reusable configuration.
- Publication and activation of workflow drafts remain explicit steps.