TEZ FOR INTELLIGENCE

Turn an agreed next step into action.

Use Intelligence to help create work from a clear request, with the owner, deadline, and project context ready to review.

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CClient kickoff follow-up

DELIVERY PLANEvery next step has an owner.

01/03steps complete

Next review · Thursday

TaskOwner

Complete

In progressThursday

Up nextFriday

Agent task request

A CONNECTED WORKFLOW

Client kickoff follow-up, from plan to handoff.

After the kickoff, ask Intelligence to create Liya’s checklist review task. Check the resulting task and keep the project context attached.

Review the kickoff notes

Set the scope and give the work a named owner.

Create the checklist review task

Keep feedback with the document and record the decision.

Confirm the owner and due date

Share the outcome and confirm the next handoff.

THE WORKING BRIEF

A shared reference for the next decision.

After the kickoff, ask Intelligence to create Liya’s checklist review task. Check the resulting task and keep the project context attached.

Example deliverable: Agent task request.

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CClient kickoff follow-up

WORKING DOCUMENT

Agent task request

Sam Rivera · Project owner
Shared with the project team

What we’re working toward

After the kickoff, ask Intelligence to create Liya’s checklist review task. Check the resulting task and keep the project context attached.

DELIVERABLEAgent task requestNEXT REVIEWThursday · Liya Morgan

Ready for the next review

Review the kickoff notes
Create the checklist review task

Keep the agreed scope here. Record changes before the team moves to the next step.

THE TEAM HANDOFF

Make the update useful to the next person.

Request: create a task for Liya to review the launch checklist by Thursday in the Global Inc project.

The team keeps the review document and the next action in the same conversation.

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CClient kickoff follow-up

PROJECT CONVERSATION

Rin ParkDelivery update · 9:30 AM

Request: create a task for Liya to review the launch checklist by Thursday in the Global Inc project.

Agent task requestLinked project document

Liya MorganI’ll add my review notes to the project before Thursday’s check-in.

INTELLIGENCE

Give the next step a clear starting point.

Ask Intelligence to create a task with a named owner and deadline, then review the result in the project.

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EXAMPLE REQUEST

Create a task for Liya to create the checklist review task by Thursday in Client kickoff follow-up.

Review the task, owner, and date before the handoff.

BUILD YOUR WORKFLOW IN TEZ

Tasks Docs Chat

Make this workflow your own.

Can we adapt this example to our team?

Use the example as a starting point. Set your own project scope, owners, documents, and review steps to fit the way your team works.

Is the example real customer data?

No. The names, work items, and conversations are illustrative examples of how a team could organize work in Tez.

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