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Review an Analyzed Message

Open a Message, compare detected records with the source, and approve, reject, merge, or correct the result.

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Goal

Finish review of a Message whose detected records require your decision.

Steps

  1. Open Inbox and choose the relevant Message.
  2. Read the source Message, including the sender, subject, date, and relevant attachment information.
  3. In AI Review, compare every proposed record with the source.
  4. Check important fields such as Property, title, amount, due date, payer, payee, and relationship.
  5. Select Approve for a correct proposal, Reject for an incorrect proposal, or Merge when an approved matching record already exists.
  6. Use an Edit link when a proposed record is useful but a supported field is wrong.
  7. Continue until no review target remains unresolved.

Expected result

Accepted records appear as linked operational records. Rejected proposals leave the active workflow, merged proposals point to the chosen record, and the Message's review state is recomputed from the remaining results.

See Turn Emails into Tasks and Find Bills Hidden in Email.