Review / Decision workspace
Agent workflows
Inspect pending and completed workflows, then review exact operations.
Owner approval and external acceptance are separate
The agent prepares work. You review exact changes and approve once. The server then applies those approved local steps automatically. No model approval tool, real message or payment.
Ask Agent to prepare work · Action History
| Workflow | Status | Steps |
|---|
Original row order · currencies and totals remain as recorded.
Try a labelled mock workflow
Prepare a forecast snapshot for review. No external model call.
Prepare your inputsCheck the displayed effect before submitting.
Supported local workflow operations and required arguments
{
"operations": [
{
"operation": "correct_receipt",
"required_arguments": [
"receipt_id",
"invoice_id",
"amount_minor",
"day",
"evidence_id",
"note"
]
},
{
"operation": "record_bill_payment",
"required_arguments": [
"bill_id",
"payment_id",
"amount_minor",
"day",
"evidence_id",
"note"
]
},
{
"operation": "correct_bill_payment",
"required_arguments": [
"bill_id",
"payment_id",
"amount_minor",
"day",
"evidence_id",
"note"
]
},
{
"operation": "save_forecast",
"required_arguments": [
"label"
]
},
{
"operation": "set_collection_hold",
"required_arguments": [
"invoice_id",
"active",
"source",
"note"
]
},
{
"operation": "create_record",
"required_arguments": [
"record"
]
},
{
"operation": "adjust_face",
"required_arguments": [
"kind",
"item_id",
"new_total",
"day",
"evidence_id",
"note"
]
},
{
"operation": "correct_split_payment",
"required_arguments": [
"payment_id",
"new_amount",
"day",
"evidence_id",
"note"
]
},
{
"operation": "record_cash_movement",
"required_arguments": [
"movement_id",
"classification",
"currency",
"amount",
"day",
"evidence_id",
"note"
]
},
{
"operation": "correct_cash_movement",
"required_arguments": [
"movement_id",
"new_amount",
"day",
"evidence_id",
"note"
]
},
{
"operation": "import_statement",
"required_arguments": [
"rows",
"digest",
"note"
]
},
{
"operation": "review_statement_row",
"required_arguments": [
"batch_id",
"row_id",
"movement_key",
"status",
"evidence_id",
"note"
]
},
{
"operation": "record_refund",
"required_arguments": [
"kind",
"item_id",
"refund_id",
"amount",
"day",
"evidence_id",
"note"
]
},
{
"operation": "correct_refund",
"required_arguments": [
"refund_id",
"amount",
"day",
"evidence_id",
"note"
]
},
{
"operation": "correct_payment_date",
"required_arguments": [
"movement_key",
"new_date",
"evidence_id",
"note"
]
},
{
"operation": "create_instalments",
"required_arguments": [
"proposal_id",
"bill_id",
"schedule",
"evidence_id",
"note"
]
},
{
"operation": "advance_instalments",
"required_arguments": [
"proposal_id",
"step",
"evidence_id",
"note"
]
},
{
"operation": "save_scenario",
"required_arguments": [
"label",
"delays",
"expenses"
]
},
{
"operation": "check_statement_balance",
"required_arguments": [
"check_id",
"batch_id",
"account_id",
"start",
"end",
"opening",
"closing",
"previous_id",
"evidence_id",
"note"
]
},
{
"operation": "carry_credit",
"required_arguments": [
"transfer_id",
"kind",
"source_id",
"target_id",
"amount",
"evidence_id",
"note"
]
},
{
"operation": "reverse_credit",
"required_arguments": [
"transfer_id",
"evidence_id",
"note"
]
},
{
"operation": "register_loan",
"required_arguments": [
"spec"
]
},
{
"operation": "void_loan_registration",
"required_arguments": [
"loan_id",
"evidence_id",
"note"
]
},
{
"operation": "item_identity",
"required_arguments": [
"kind",
"item_id",
"counterparty",
"invoice_reference",
"source",
"note"
]
},
{
"operation": "review_duplicate",
"required_arguments": [
"pair_id",
"verdict",
"source",
"note"
]
},
{
"operation": "create_recurring",
"required_arguments": [
"template_id",
"label",
"currency",
"amount_minor",
"start",
"end",
"frequency",
"protected",
"consent_required",
"counterparty",
"source",
"note"
]
},
{
"operation": "pause_recurring",
"required_arguments": [
"template_id",
"active"
]
},
{
"operation": "confirm_recurring",
"required_arguments": [
"template_id",
"through"
]
},
{
"operation": "register_party",
"required_arguments": [
"party_id",
"role",
"name",
"evidence_id",
"note"
]
},
{
"operation": "update_party",
"required_arguments": [
"party_id",
"step",
"name",
"evidence_id",
"note"
]
},
{
"operation": "link_party",
"required_arguments": [
"kind",
"item_id",
"party_id",
"evidence_id",
"note"
]
},
{
"operation": "add_account",
"required_arguments": [
"account_id",
"currency",
"name",
"evidence_id",
"note"
]
},
{
"operation": "assign_movement",
"required_arguments": [
"movement_key",
"account_id",
"evidence_id",
"note"
]
},
{
"operation": "bind_statement",
"required_arguments": [
"batch_id",
"account_id",
"evidence_id",
"note"
]
},
{
"operation": "observed_transfer",
"required_arguments": [
"transfer_id",
"source_id",
"target_id",
"amount",
"day",
"evidence_id",
"note"
]
},
{
"operation": "reverse_transfer",
"required_arguments": [
"transfer_id",
"evidence_id",
"note"
]
},
{
"operation": "restrict_cash",
"required_arguments": [
"restriction_id",
"account_id",
"amount",
"purpose",
"evidence_id",
"note"
]
},
{
"operation": "release_cash",
"required_arguments": [
"restriction_id",
"evidence_id",
"note"
]
},
{
"operation": "create_promise",
"required_arguments": [
"promise_id",
"invoice_id",
"amount",
"due",
"evidence_id",
"note"
]
},
{
"operation": "review_promise",
"required_arguments": [
"promise_id",
"step",
"receipt_id",
"amount",
"evidence_id",
"note"
]
},
{
"operation": "review_net_settlement",
"required_arguments": [
"batch_id",
"row_id",
"movement_keys",
"evidence_id",
"note"
]
},
{
"operation": "record_unallocated_refund",
"required_arguments": [
"payment_id",
"refund_id",
"amount",
"day",
"evidence_id",
"note"
]
},
{
"operation": "correct_unallocated_refund",
"required_arguments": [
"refund_id",
"amount",
"day",
"evidence_id",
"note"
]
},
{
"operation": "confirm_fact_check",
"required_arguments": [
"kind",
"ident",
"evidence_id",
"note"
]
},
{
"operation": "confirm_split_observation",
"required_arguments": [
"observation_id",
"assignments",
"note"
]
},
{
"operation": "allocate_split_balance",
"required_arguments": [
"payment_id",
"assignments",
"allocation_date",
"evidence_id",
"note"
]
},
{
"operation": "import_observations",
"required_arguments": [
"rows",
"file_digest"
]
},
{
"operation": "allocate_observation",
"required_arguments": [
"observation_id",
"invoice_id",
"note"
]
},
{
"operation": "dismiss_observation",
"required_arguments": [
"observation_id",
"note"
]
},
{
"operation": "confirm_collection_date",
"required_arguments": [
"invoice_id",
"expected_date",
"evidence_id",
"reason"
]
},
{
"operation": "review_receipt",
"required_arguments": [
"receipt_id",
"action_id",
"evidence_id",
"note"
]
},
{
"operation": "reconcile_existing_receipt",
"required_arguments": [
"receipt_id",
"evidence_id",
"note"
]
},
{
"operation": "reopen_receipt_review",
"required_arguments": [
"receipt_id",
"note"
]
},
{
"operation": "assign_forecast_route",
"required_arguments": [
"kind",
"item_id",
"account_id",
"evidence_id",
"note"
]
},
{
"operation": "sandbox_send_action",
"required_arguments": [
"action_id"
]
}
],
"count": 55,
"max_steps": 8,
"rules": "Prepare exact operation/arguments pairs. No approval/execute tool. Owner reviews and approves the whole immutable batch. Existing source evidence is required by domain rules. Observed payments need a separate owner fact confirmation. No real sending/payment, consent fabrication, reset/restore, raw attachment or credential access. observed_transfer is same-currency only. No operation executes or records a cross-currency conversion as a paired FX transaction. sandbox_send_action includes owner approval of the displayed exact action terms, then simulated send only."
}