Tasks
Tasks is in beta. Some parts of the experience are still being built.
Tasks is your "what needs you today" inbox. Instead of you creating to-dos by hand, your AI agents watch your connected tools — Gmail, Slack, your calendar, your CRM — detect things that need attention, and surface them as task cards. Your job is mostly to review, approve, refine, or reject what the agents have prepared.
How tasks appear
Most tasks are created automatically by an agent in response to something it noticed. Each task explains itself with a "Why this task" note citing the source and the signal that triggered it — for example, an incoming email, a calendar event, or a deal changing stage.
You can also create a task manually: click + (Create New Task), give it a title and optional context, and Create Task.
The Tasks page
Tasks are grouped into three tabs, each with a live count:
| Tab | What's in it |
|---|---|
| Needs You | Tasks waiting on you — to approve or to answer a question. |
| Briefing | Tasks an agent is still preparing. |
| Handled | Tasks already done or in motion. |
A live indicator shows how many agents are currently active. Filter the grid by date range (Today / Last Week / Last Month), by priority (Urgent / Medium / Low), or with the search box.
Each card shows the task's title, a short description, its status, when it was created, where it came from (e.g. "via Gmail"), its priority, and which agent — or team of agents — is working it.
Working a task
Click a card to open it. The detail panel has these tabs:
- Overview — the "Why this task" reasoning, the description, and key details (status, priority, source, owner, deadline, team size).
- Agents — who's working the task and their step-by-step progress. For multi-agent tasks, a lead agent coordinates contributors.
- Action — where you actually do something (below).
- Chat — coming soon.
The Action tab
Depending on where the task is, the Action tab does one of three things:
- Answers a question. When an agent needs a decision, it presents options to choose from, plus a box to type your own response.
- Shows a draft for review. When an agent has produced something (an email reply, a deck, a digest), you can:
- Approve & Execute — accept it and let the agent carry it out.
- Edit Before Sending — send feedback so the agent revises its plan.
- Reject — decline it.
- Shows the completed result once a task is done.
You can also regenerate a task (re-run the agent's workflow) from the panel header.
Getting started
If you have no agents and no tasks yet, Tasks shows a short onboarding that invites you to connect a source — Connect Gmail, Connect Slack — so agents have something to watch. Each source you connect means one less thing to check manually.
FAQ
Where do tasks come from? Mostly from your agents watching connected tools. Connect more sources (see Knowledge and Tools) to give agents more to act on. You can also create tasks manually.
What does "Approve & Execute" do? It accepts the agent's draft and lets the agent carry out the action — for example, posting a reply. If something can't be done automatically, CatalEx tells you so you can do it manually.
Can I redirect an agent that's heading the wrong way? Yes. Use Edit Before Sending to send instructions, and the agent revises its plan with your feedback.
How is this different from a to-do list? A to-do list is a static list you maintain. Tasks is an active queue driven by agents — items arrive because something happened, already partly done, waiting for your call.