Builder: Action Plan block
Operational next steps emphasizing owners, time horizons, measurable targets—great for CX or consulting follow-ups.
In the Builder this block ships under the canonical type name Action Plan. Expand the row to map source fields or submission fields, toggle presets, or author free-text directives.
Image placeholder: Builder: Action Plan
What it adds to AI Report
- Preset clauses demand accountable metadata per bullet where feasible.
- Consider closing the report stack so actions feel naturally last.
- Harmonize with CRM task creation processes outside FormGenyus.
Recommended practices
Start from presets—they encode guardrails (evidence cites, timelines, causal language). Supplement with succinct custom instructions only when presets are insufficient.