Earned Autonomy
How an action can earn the right to run without asking, and the actions that never will.
Every action starts out as "ask first". Agiled keeps count of how you treat each action, separately for each worker. If one action has a long record of being approved as proposed, Agiled can suggest that it run without asking. It is only a suggestion. Nothing changes until you accept it.
When Agiled suggests it
For one action and one worker, Agiled makes a suggestion when both of these are true:
- You have approved the action at least 20 times without changing it.
- At least 90% of your decisions on that action were approvals without changes. Edits and rejections count against that share.
If you decline the suggestion, Agiled does not keep offering it.
Where you decide
A suggestion appears at the top of the Work page. It says how many approvals went through unchanged, for example "Collections has had 20 approvals for 'Send invoice' go through without changes", and asks "Do this automatically from now on?". Choose Let it do this (or Let it send for sending actions) to accept, or Keep asking to decline.
You can also open a worker's Autonomy tab. It lists each kind of action with a status of Asks first, Suggested, or Runs on its own, and how many times it was approved, edited, and rejected.
- Let it run on its own lets that action run without asking, for that worker only. Confirm with Let it run.
- Ask me first again puts the action back to asking first, whenever you like. Confirm with Ask me first.
- Keep asking declines a suggestion.
Only a workspace owner or admin, or the person who set up the worker, can turn this on. Other teammates see a message asking them to ask one of those people.
One rejection takes it back
If an action is running on its own and you reject one of its proposals, that action goes back to asking first right away. You do not have to revoke it yourself. The rejection also counts against that action's record, which makes a new suggestion less likely.
Receipts and undo
When an action runs without asking, the case timeline records what was done, and your daily digest lists what workers did on their own. See Approvals.
Actions that never run on their own
Some actions always ask, however many times you have approved them. Agiled never suggests them and never lets you grant them. They are the ones that move money, change what a client owes, make something public, publish automation, or decide on people's time off:
- Sending an email to a client.
- Recording a payment against an invoice.
- Changing an invoice.
- Turning an estimate into an invoice.
- Creating or changing a checkout link.
- Creating a public share link for a file.
- Creating or changing a storefront.
- Approving or rejecting a leave request.
- Publishing or unpublishing a workflow.
- Running a workflow by hand.
If a worker's job involves one of these, it prepares the action and a person always makes the final call.
Be careful with granting
Autonomy reduces the checks between the worker and your clients. Grant it for low-risk, repetitive actions where a mistake is easy to spot and fix. Keep asking first for anything that speaks for you to a client in a new situation. Review the scorecard from time to time to see how often you edit or reject what a worker proposes.