Review AI Activities

Open AI Activities from Deals to see what automations have done across your deals.

Each row links to the deal and shows why an action happened and its result. Examples include a second follow-up email being sent, a reply needing your answer, or a deal changing to Lost after the closing step.

Use the filters to focus on a business, an owner, a date range or items needing attention. The deal timeline contains the details for an individual deal.

Manual changes to automation settings are kept in the deal timeline. They are not presented as AI actions in this overview. Payment confirmations can appear here because they can end an automation and mark the deal Won.

If an email could not be delivered, open the deal and review the delivery information before sending again. A temporary delay at the email provider does not by itself stop the automation. A confirmed bounce or complaint does need attention.

See Automations for Deals to choose a flow, set the default or stop future emails.