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Action Agent

The Action Agent sends you a digest of open action items via Slack and lets you or your team members mark them done without leaving Slack.

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How it works

ProMarshal maintains a list of action items for your project — tasks captured from Jira comments or manually created. The Action Agent periodically sends you a digest showing the current open items, grouped and formatted for quick review. You can mark items done or cancel them directly from the Slack message.

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What the digest looks like

Action items digest for Sridevi

PROJ-ACTION-01
API testing sign-off
due: tomorrow

  [Mark done]  [Cancel]

PROJ-ACTION-02  [follow-up]
Loop in design team on the revised flow
due: in 3 days

  [Mark done]  [Cancel]

...and 2 more open items.

  [Open full list]
Each card shows:
  • The action item key and title
  • A [follow-up] tag if the item was flagged for escalation
  • Due date in human-readable relative format
  • Mark done and Cancel buttons that update the item immediately
If there are more than 5 open items, the first 5 are shown with a count of the remainder. The Open full list button takes you to the action items view in the ProMarshal dashboard.

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Marking items done

Clicking Mark done on a message button immediately updates the action item status to done. No page reload, no confirmation dialog. The button updates inline. Clicking Cancel marks the item as cancelled and removes it from future digests.

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Requirements

  • Slack connected to the project
  • Action Items feature enabled on your project (available on paid tier)

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Deduplication

The same action item will not appear in multiple digests within a 7-day window. If an item is already in an active digest, it will not be re-sent until the window expires or the item is closed.

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Viewing all action items

Open action items are visible in the ProMarshal dashboard under Pulse → Action Items. You can filter by status, assignee, and due date from there.