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Let Kraal Run the Routine (Review by Exception)
App path: Firm Settings → Autonomy controls, and the client's What Kraal may do on its own page.
Use this when the firm wants Kraal to carry the routine work, and people to handle the judgment calls.
Goal
Put the client on Max so routine work can run within the rules your firm sets. Use Assisted when a person should approve first. Pause stops all new automatic work at once.
Setup checklist
- Open Firm Settings → Autonomy controls, or the client's What Kraal may do on its own page.
- Choose Max or Assisted.
- If the client should stop, use Pause. You can pause one client or the whole firm. Turning the work back on does not replay approvals that were already waiting.
What each setting means for posting and for contacting people is on Autonomy & Safety. How a kind of work becomes automatic is on How Kraal earns autonomy.
Daily checklist
- Open Home for the client, or Portfolio for the firm.
- Read Ran auto today. Each item Kraal did on its own has a receipt.
- Open Needs you, or the Inbox, for what is waiting on a person. Open the row and use the action on the item.
- Look at Receipts when you want who, what, and why.
What good looks like
- Routine work on a Max client is moving, and the receipts are there.
- An Assisted client is not posting or contacting anyone until a person approves.
- Pause has stopped new automatic work for any client you stopped.
- Money leaving the firm, a lock, and contact outside the firm still need the rules or a person.