AI Actions
Rather than waiting for you to log things after the fact, Ahoy watches your email, calendar, and CRM activity and prepares the actions it thinks you should take next. It does the noticing and the prep; you review and approve.
This guide covers:
- What AI Actions are, and what triggers them
- The kinds of actions Ahoy proposes
- How the queue is organized
- Reviewing, approving, and rejecting
- Understanding why Ahoy raised an action
What AI Actions are
Instead of asking you to record what happened, Ahoy watches signals from your CRM, your inbox, your calendar, and researches the web. It then works out what’s worth doing next, and hands it to you ready to go.
Ahoy proposes AI Actions, which you can review, edit, accept, or reject at any time. Nothing happens without your approval.
Ahoy reacts to specific signals. An email arriving, being sent, or being opened; meeting notes landing; a note added; research finishing; someone new becoming a contact – these are usually turned into an AI Action within a minute or two. It also runs time-based checks every few minutes for things like a reminder coming up or a deal going quiet.
The kinds of actions Ahoy proposes
Day to day, proposals fall into a few areas:
- Email: A draft written for you in your tone of voice to review, based on an incoming message, a follow-up, or outreach. You can edit it beforehand, and it sends from your own connected mailbox once you approve.
- Calendar events: A meeting drafted with availability and conflict checking, and the details filled in.
- CRM updates: Creating or updating contacts, companies, and deals, moving stages, linking records, or logging notes. This is also where Ahoy will flag risks like a stalled deal, fading interest, or only one contact engaged on a deal. It raises a flag on the relevant record, rated by severity, so it’s on your radar.
- External actions: Something you need to handle in another tool, with the context and a link out. Approving it simply marks it done, Ahoy won't reaching into the other tool, it’s just keeping track for you.
- Get Started: The setup steps you meet during onboarding, grouped on their own.
A few more specialist kinds show up when you’re configuring Ahoy rather than in your day-to-day queue – pipelines during setup, and automations and validation rules if they’re turned on for your team.
One proposal can bundle several steps. One single proposal might create a company, add a contact, and link them. You can approve or reject the whole thing, or pick which steps go ahead. One thing to know: if you deselect a step that another step depends on, the dependent step drops too. For example if you deselect “create the company”, then the “link the contact to it” step can’t run either.
How the queue is organized
By default, actions are grouped so the most pressing are first:
- High priority: Time-sensitive and high-impact.
- Medium priority: Worth doing, less urgent.
- CRM updates: Record changes, kept together in their own group.
- Get Started: Onboarding steps, in setup order.
Priority is Ahoy’s own read of how time-sensitive and how important each action is. If you’d rather work through them in order of arrival, switch the queue from Priority to Date, and you can filter by category – email, calendar, research, and so on – to focus on one kind at a time.
Reviewing, approving, and rejecting
Approving. When you approve an action, Ahoy runs it in the background rather than instantly, and you’ll see its status move to done. Sending and writing are built to be safe to repeat, so if you ever re-approve something, Ahoy won’t send a duplicate.
If something fails. If part of an approved proposal doesn’t go through, the whole proposal comes back to your queue so you can see what did and didn’t go through, and try again. Anything that already succeeded won’t be repeated.
There’s no undo once an action has run. You can edit an action while it’s still waiting, but once you’ve approved it and it’s executed, it’s done. It’s worth a quick read before approving rather than after.
Approving in bulk. Each group has an approve control that acts on that group – there’s no single button that approves everything at once. It respects what you’ve selected, so you can approve just the ones you’ve checked. Bulk-approving anything that leaves Ahoy – an email, a calendar invite, a deletion or a merge – asks you to confirm once more first.
Saying no. Dismissing an action rejects it. On Home, “Not now” gives you a few seconds to undo if you didn’t mean it; on the AI Actions screen you’re asked to confirm first.
Where you’ll find them. Your actions live on the AI Actions screen, and a preview of what’s waiting appears on Home. They’re the same queue – clicking a preview on Home opens the full action.
Understanding why Ahoy created an AI action
Every action comes with an Action Overview: a short explanation of why Ahoy raised it, together with the emails, meetings, or records that triggered it, and links to any sources it researched along the way. You can open the triggers to see exactly what Ahoy was looking at.
If you want to go further, you can ask Ahoy about the action and it’ll talk you through it in a conversation. That’s useful for a suggestion you didn’t expect, and for building confidence in what Ahoy is doing early on.
FAQs
Can Ahoy send an email or change a record without me approving it?
Ahoy never sends, schedules, or acts on your behalf without approval. Separately, Ahoy keeps contact and company details up to date in the background as it learns about the people you’re working with; that’s data enrichment rather than an action.
Does an action happen the moment I approve it?
It runs in the background rather than instantly, and you’ll see its status update. If anything fails, the proposal returns to your queue so you can retry.
Can I undo an action after I’ve approved it?
No. You can edit an action while it’s still waiting, but once it’s approved and run, there’s no undo, so it's a good idea to review before approving.
I rejected something and it came back. Why?
Rejecting isn’t a permanent block. If the same situation arises on a later check, Ahoy may raise it again.
Can I control what Ahoy proposes?
Yes, to a degree. By default Ahoy sticks to your active pipeline work; under Settings > Agent guidance you can let it range wider, and add free-text instructions about what you do and don’t want it to raise.
Do these work the same on Microsoft as on Google?
Yes. Email and calendar actions work the same whether you’re on Google or Microsoft, including Teams meetings.