Scout Agent asks for input when a decision, approval, missing fact or connection is needed. Read the request in the task’s context and settle the specific item it is waiting on.
Review the exact recipients and record values before approving. A notification is an entry point to the request, not a substitute for its context.
Before you start
You need access to the task and authority to make the decision. A request can change or become unnecessary while you are reviewing it.
Review supplier confirmation work in Inbox and open a task to check its owner, due date and related records.
Resolve a pending request
Open the notification or Inbox → Scout Agent → Needs input.
Read the request, the proposed action and the task context. For email, inspect sender, recipients, body and attachments; for record changes, inspect the values and target records.
For a question, provide a direct answer with the required identifier, date, quantity or decision. Add context if the task’s goal has changed.
For a proposal, use the available approval or rejection control. Approve only the action shown, with its current inputs.
Watch the task activity for execution or a visible failure. Open the resulting record, conversation or call when you need to verify the effect.
Check the result
The request records your decision and the task either continues or explains what still blocks it. Approval and successful execution are separate states.
One request at a time
If a task says another request is pending, resolve or cancel that request before creating a competing decision. Read the newest activity so you do not act on a superseded proposal.
Independent work may continue while a specific action waits. Check which step is blocked rather than assuming the entire task has stopped.
Connection requests
If Scout Agent needs a connection you own, open the connection settings, complete the normal sign-in and return to the task. Recheck the action after connection health recovers.
If something does not look right
What you see | What to check |
Approval no longer applies | Refresh the task and inspect the latest request. Its inputs or underlying work may have changed. |
Approved action failed | Read the error, verify whether any effect occurred and retry only from the task’s current state. |
Can a phone reminder approve the original action?
Can a phone reminder approve the original action?
A reminder can direct you to the decision. Use the task’s decision controls to settle the held request.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.