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Catch Up on a Conversation and Record the Decision

Preview

This use case is in preview, the conversation shows how the AI Assistant is expected to handle it, and what it answers or does today may differ from this example.

Overview​

When you join a conversation that has been going for a while, mention @Skilio and ask what was decided. Skilio summarises the conversation: the decisions, who owns what, and what is still open. Decisions made in Chat stay in Chat, so you can then ask Skilio to post them on the Job's Feed, where the rest of the team and the Job's history can find them. You review the comment before it is posted.

The agency, client, people, Job and messages in this example are illustrative.

A finance manager joins a group conversation and records the decision on the Job’s Feed.

Chat
Velmont Christmas campaign
3 online · 6 members
Today
Rui Santos

Adding Laura from Finance so she sees the change.

15:05

Hi all. @Skilio what did you decide here?

15:07
Skilio

The team decided to deliver the Velmont Christmas campaign website a week early:

  • The client moved the delivery from 22 to 15 December. Ana Costa confirmed it on the call.
  • Sofia Marques takes over as Executor on Campaign Website. Rui Santos added her to the team.
  • An in-store poster was added as a new Job, Velmont Christmas 2026 – In-store Poster (1058), due on 10 December.

Still open: whether the earlier delivery has a rush fee for the client. Nobody has confirmed it.

15:09

Thanks. There is a rush fee in their contract. @Skilio post this decision on the Campaign Website Feed, say the rush fee applies, and mention Ana so she tells the client.

15:11
Skilio
Post a commentReview the comment before I post it.
Job
Velmont Christmas 2026 – Campaign Website
Mentions
Ana Costa
Comment
Delivery moved from 22 to 15 December at the client’s request. Sofia Marques is now the Executor. The contract’s rush fee applies to the earlier delivery. Ana, can you let Velmont Bakery know?
DenyPost
15:13
Skilio
PostedVelmont Christmas 2026 – Campaign Website

The comment is on the Job’s Feed. Ana was notified.

15:15

AI capability

From the chat to the record

Skilio turns a long conversation into a short summary for whoever joins late, and moves the decision onto the Job where it belongs.

What happens in Skills Workflow

  • Mention @Skilio and ask what was decided.
  • Check the summary with the people in the conversation.
  • Ask Skilio to post the decision on the Job’s Feed and name who to mention.
  • Review the comment and select Post.

Other ways to ask

“@Skilio what did we decide here?”

“@Skilio what is still open?”

“@Skilio post the decision on the Job’s Feed and mention Ana.”

Good to know

  • The summary is based only on the messages in this conversation.
  • The comment is posted on the Job’s Feed with your name, and the people you mention are notified.
  • Select Deny to leave the Feed as it is.