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How Laureo plans, prepares, approves, and hands off multi-step work

From intent to outcome

Clear requests proceed; material choices appear together.

1

Understand the goal

Laureo identifies whether you want an answer, a clear task it can carry out, or a page you need to open.
2

Resolve safe defaults

It uses your wording, the referenced record or catalog, your organization and personal defaults, then a conventional reversible default.
3

Prepare within your authority

It reads and makes changes through the same plan, role, and record-scope rules as the app. A change it cannot make from the chat gets one line and an Open button for its page.
4

Pause at a real boundary

It asks one question card, or shows a change card, only when needed.
5

Return the result and receipt

The completed turn shows what was done, with Open on the record and an honest record of what changed.
Laureo never infers recipients, legal consent, destructive targets, security or permission changes, external publication, or financial commitment.

One question card

Asked once, only for what Laureo cannot work out.

When an answer only you can give would change the outcome, Laureo asks for it in one question card: one to three questions, each with up to four options, a box to type your own answer, and You decide. The card ends Laureo's turn, and your answer is your next message. It asks at most once per request.

It never asks for a value it can write, look up or take from a default. An email subject is written for you, and a quote takes your workspace's currency. Pressing Let the assistant decide without touching the card hands every question back to Laureo.

A question card never approves anything. Every change still shows its own card before it is written, with every value it will save.

Exact action approvals

The effect that runs must match the preview you approved.

An exact action approval is bound to the persisted run and conversation, exact targets and recipients, content version, risk, and a fingerprint of its parameters. Edit on the card invalidates the old approval, creates a new card with your values, and approves that new card in the same step.

The decision saves immediately, but the web request does not own the effect. A background worker rechecks your current membership, seat, role, plan, grant, feature, record scope, record version, recipients, and approval fingerprint before it acts.

Batch previews identify whether a subset is allowed or all items must succeed together. Every item receives an explicit decision; editing one item creates a new preview for that item. Repeated clicks, tabs, retries, or worker restarts cannot claim the same effect twice.

Create a quote

One card, every value it will save, and one result.

For example, ask: "Prepare a quote for Acme Corp for the onboarding package." Laureo shows one card with every value the quote will be saved with and every field the quote form requires. A value it filled in from a default, such as your workspace's currency, is marked default; a required field it could not fill reads Not set, and Approve stays off until it is set.

Laureo does not invent a price or a financial commitment. After you approve, it creates exactly one quote, and the receipt carries an Open link to it. A product that is not in your catalogue yet is added on the Products page: Laureo gives you the button for it.

Booking pages and campaigns

Campaign drafts in the chat; booking pages, scheduling and sending on their own pages.

Booking pages are created and edited in the Scheduler. Ask Laureo for one and it gives you a button that opens the Scheduler, while keeping this conversation available.

"Draft a campaign to my customers" creates a campaign draft, shown on a card first. A draft needs no sender: Laureo does not ask you for one. The sender is checked when you send a test, schedule the campaign or send it. Once the draft is saved, its card offers Edit campaign, which opens that campaign, with its audience, in the campaign editor.

Campaign drafting reaches nobody. Scheduling and sending reach recipients, so they are done in the campaign editor, by you.

Next steps after a change

One Open, up to two next steps, and nothing runs by itself.

After Laureo creates or updates a record, a row under the answer offers Open for that record and up to two next steps for it. Open shows the record in place, with a way to its full page. A step is a prompt: pressing it sends it as your next message, and nothing runs until you press it.

Coverage and human-only boundaries

Many actions are still done on their own page, and a few are always yours.

Laureo runs an action only when it can run it with exactly your access, through the page's own rules. Many actions in the app are still done on their own page. For those, Laureo says so in one line, such as "This is done on the Tasks page.", with an Open button for that page, and it does not try again another way. What Laureo Can Do lists what it does in the chat today.

A few steps are always yours alone: connecting an outside account, entering a card, giving consent, completing a two-step sign-in, deleting your account, and entering a secret such as a key or a password. Laureo gives you the button to the right page and keeps your conversation ready for your return.

Laureo never moves the screen on its own, and it never pretends an action was done when it was handed to you.