# Action items: work through what needs you

> See emails, tasks, form entries, draft mailings, chats and CRM follow-ups in one place, and use AI search and AI suggested replies.

Source: https://enydea.com/en/documentation/action-items · Last updated 2026-10-02

## What Action Items does

**Action Items** gathers work that is waiting for you from several parts of Enydea. The header shows chips with the number of emails, **Tasks**, **Forms**, **Drafts**, **Chat** and **Follow-ups**. **Est. time** adds up a rough time guess for every item. The **New Task** button creates a task. The refresh button reloads all tabs.

This screen is not translated. It stays in English in the Dutch, German and French app.

## Before you start

- The first tab needs a connected mailbox. Connect one under **Settings** -> **Email Integration**. See [Connect your mailbox](https://enydea.com/en/documentation/tutorial-connect-your-mailbox.md).
- The **Form Submissions** tab shows the forms of the marketing relation you picked in **Current Account** in the side menu. Without one it stays empty.
- **Find files & draft email** searches OneDrive and SharePoint, so it needs an Office 365 mailbox with file access.

## The six tabs

![Action Items with status chips, the six tabs Email, Tasks, Form Submissions, Draft Mailings, Chat Messages and CRM Follow-ups, and the AI search bar](https://enydea.com/seo-assets/screens/action-items.webp)

*Action Items: the six tabs, the status chips above them and the AI search bar.*

| Tab | What it lists |
|---|---|
| **Office 365 Email**, **Gmail**, **IMAP Email** or **Email** | The 50 newest messages in your inbox, with priority and category. |
| **Tasks** | Tasks you create yourself. |
| **Form Submissions** | Form entries that are not processed yet, up to 20 per form. |
| **Draft Mailings** | Mailings that are drafts or scheduled and not sent yet. |
| **Chat Messages** | Recent chat conversations with messages from visitors, up to 20 conversations. |
| **CRM Follow-ups** | Calls with an open follow-up or a callback date, and emails marked Ready to Send. |

To act on a form entry, open **Forms**. To answer a chat, open **Chats**. To handle a follow-up, open the relation and its **Calls/Messages** tab. See [Forms](https://enydea.com/en/documentation/forms.md) and [Relations (CRM)](https://enydea.com/en/documentation/relations-crm.md).

In **Draft Mailings**, click **Open & Send** to open the draft in the compose window and send it from your mailbox. The delete icon (**Delete draft**) removes the draft at once, without asking.

## Work through your email

1. Open the first tab. The list shows **Actionable** messages by default.
2. Pick another view in **Filter**: **Needs Response**, **Informational**, **Spam** or **All Emails**.
3. Click the arrow on a message to read it. Click **Load Full Email** if you only see a preview.
4. Click the sparkle icon (**Generate AI Response**). An **AI Suggested Response** appears.
5. Choose what to do with it:
   - **Edit & Send** opens the composer with the reply and the original message. You check and send it.
   - **Send As-Is** sends the suggestion to the sender straight away. There is no confirmation step.
   - **Modify AI Response** lets you type instructions, for example "Make it more friendly". Click **Apply Changes**.
   - **Translate** offers Dutch, German, French, Spanish, Portuguese, Italian and English.
   - **Meeting Invite** opens a calendar page in a new tab with the subject "Meeting:" and the message subject, the next full hour and 30 minutes. It opens Outlook on the web for Office 365 and Google Calendar for Gmail. For other mailboxes it downloads an .ics file. It does not use your [booking links](https://enydea.com/en/documentation/scheduling-and-booking-links.md).
6. Use the three-dot menu on a message for **Compose Reply**, **Mark as Spam & Train AI**, **Not Spam & Train AI** and **Mark as Informational** or **Mark as Actionable**. These move the message between the filters.

The check icon (**Mark as Processed**) hides a message from the list for this visit only.

## Search your mailbox with AI

1. In **AI Search - Use natural language**, type a sentence such as "emails with presentation from CompanyX".
2. Press Enter or click **AI Search**. Click **Deep AI** for complex or partial questions.
3. Read the line **Understanding**. It shows the keywords, senders, attachment types and date Enydea picked up.
4. Open a result. It shows a match percentage and, under **Why this matched**, the reasons.
5. Click **Images**, **PDFs**, **Docs** or **Any** to list emails with that kind of attachment.
6. Click **Clear Search** to go back to your list.

## Create a task

1. Click **New Task**. The **Create New Task** panel opens in the **Tasks** tab.
2. Enter **Task Title** and a **Description**. **Type** starts on Email and **Priority** on Medium. Other types are Call, Meeting, Follow-up, Research, Proposal and Other.
3. Optional: search a relation in **Link to Relation / Company** and tick **Contact Persons**.
4. Click **Create Task & Research**.

For tasks of type Email, Enydea starts the AI research at once. It searches your emails, contacts and CRM data. For other types, click the sparkle icon (**AI Research & Prepare**) on the task.

When the research is done, the task shows an **AI Ready** badge, the **AI Research** text and **Suggested Actions**. For email tasks, click **Generate Email Draft**, then **Edit & Send Email**. **Regenerate Draft** writes a new draft. **Find files & draft email** lets you pick files from OneDrive or SharePoint and adds their links to the draft.

When you are done, open the three-dot menu on the task and choose **Mark Completed** or **Delete Task**.

## Related

- [Mailbox](https://enydea.com/en/documentation/mailbox.md)
- [Dashboard](https://enydea.com/en/documentation/dashboard.md)