Next steps
The page opens with a greeting and a short count of meetings, summaries waiting for approval, overdue Tasks, and Intelligence suggestions. When nothing is waiting, it says Nothing is waiting for you. The top item is a Now card. The rest of the ranked list is Next steps. Floral shows 5 rows first. Use Show all to expand the list, then Show fewer to collapse it. A row can be:- a meeting that is starting soon or still needs a briefing
- a Task that is overdue or due today
- a summary waiting for your approval
- a Deal with a passed or approaching date, or with no next step, when Work is available
- a relationship with no recent contact
- an Intelligence suggestion
- Prepare opens briefing for a meeting that does not have one yet.
- Go to approval opens the summary review.
- Mark done completes a Task. Undo reopens it. Create follow-up starts a new Task with the same links.
- Apply or Dismiss decides an Intelligence suggestion. Applied and dismissed suggestions follow the same rules as Intelligence.
- Send meeting assistant sends Floral to an online meeting that has a join URL.
