Where things show up
Each item only appears if your role can view the product it belongs to.
A Home card whose data can’t load hides instead of showing an error. If a card is missing, see Troubleshooting.
Clear what needs you
1
Open Home
Click Home in the sidebar, or sign in. The Needs you card shows up to four items, newest ask first. There’s no overflow list: older asks stay in the product they came from, and each one moves up as you clear the newer ones. Each row names the item, the kind of ask, and how long it has waited.Success state: you see the card with rows, or the line Nothing is waiting on you. An empty card is the goal.
2
Open an item
Click a row. It opens the place where you answer (see the table below). The row’s action reads Review for approvals and decisions, Open for everything else.
3
Answer it
For a chat approval, the action card shows what the agent wants to run. Click Approve, Approve and draft rule (approves now and drafts a rule so similar actions stop asking), or Decline. For other items, follow the What you do column below.Success state: the agent continues in the conversation, and the item leaves Needs you.
Items older than 30 days drop off the card. The work itself stays in its product.
Read the Products card
The Products card has one tile per product your role can see: Optimize, Review, Cyber, and Resolve. Automation has its own card, below. Click a tile to open that product.Check today’s automation runs
The Automation today card lists each automation scheduled or run today, with a count such as5 runs · 1 failed. Rows call out failures and runs waiting for approval. Click Manage to open Automations.
For anything older than today:
1
Open the Runs list
Click Automations in the sidebar, then the Runs tab.
2
Open a run
Click a run to see its chat.Success state: the run’s conversation opens, showing what the agent did and any action still waiting for approval.
Respond to the incident banner
When incidents are live, a banner sits above everything else on Home and shows up to the three most severe. Hover over it to fan out the stack, then click an incident to open it. No live incidents means no banner. Incidents in the banner aren’t repeated in Needs you.Find a past report in Activity
The bell in the top bar opens a quick panel with Notifications and Alerts tabs. For anything older or harder to find, use the full Activity page.Neither the bell panel nor the sidebar links to Activity. Open it by URL and bookmark it.
1
Open Activity
Go to app.cloudthinker.io/activity. Reports are grouped by day, newest first.
2
Narrow the list
Type in Search activity, or click the filter icon and set Read state (All or Unread), Category (a product), and Workspace (shown when you belong to more than one). Each active filter shows as a chip above the list. Click a chip to clear it.Success state: the list shows only matching reports.
3
Open or tidy a report
Click a row to open the finding, review, incident, or conversation it reports on. Use the row menu to Mark as read, Mark as unread, or Archive, or click Mark all read to clear the unread count.
Troubleshooting
A teammate sees an item I don't
A teammate sees an item I don't
Home and Activity only show what your role can view. An incident decision, for example, appears only if you can view Resolve. Ask a workspace admin to check your role.
An item left Needs you without anyone acting on it
An item left Needs you without anyone acting on it
It was older than 30 days. See Clear what needs you. Open the product it came from to find it.
A card is missing from Home
A card is missing from Home
A card hides when its data can’t load, instead of showing an error. A working card with nothing in it never hides: Needs you reads Nothing is waiting on you. and Automation today reads Nothing is scheduled for today. Automation today also needs permission to view automations. Reload the page, then ask an admin about your role. If the card is still missing, email support@cloudthinker.io with the card name and your workspace.
Next steps
Approvals
Decide which agent actions land in Needs you
Notifications
Send the events you care about to email or chat
Automations
Schedule the work that shows up in Automation today
Your first investigation
Run a real investigation from the Home chat box