Start A Job Before You Know Every Detail

Details

Choosing a job on an employee's first chat card is now treated as a real instruction. If the employee needs one fact to do the work well, such as your website or a short description of who you sell to, it asks for that next and explains what it unlocks. Employees now check what a playbook needs before they commit to it. They can research and draft before asking you to connect a mailbox, and they ask for approval before a paid data pull or anything is sent outside your company.

What changed

• Treat a selected quick-start job as your instruction
• Collect one missing detail as friendly onboarding
• Check tools and connections before the step that needs them
• Keep paid research and external sends behind your approval