Work through your assigned tasks from Circleback meetings, using meeting notes to clarify each request. Make code changes, create tickets, or draft replies, then update task status only when the underlying work is actually finished.
Work the action items Circleback captured — find what is assigned to this user, do the ones the workspace can do, and update status only for work that is actually finished. Use when the user asks what they owe, "do my action items", "what's still open from", or wants to close, reassign, or add an action item.
Review the instructions the agent will receive before you install.
Circleback turns meetings into action items with an owner and a status. The job is to work the ones that belong to this user, and to keep the list true: an item is done when the work is done, not when it is convenient.
SearchActionItems with status PENDING returns the user's own open items.
For someone else's, resolve them with FindProfiles and pass their profile
ID. Filter by date range or tags when the user scopes the request ("from this
week's customer calls"), and read the linked meeting with ReadMeetings when
an item's title does not say enough to act on.
UpdateActionItem to DONE after the change is merged, the ticket exists, or
the user confirms they did the part you could not. Reassign only when the
notes make the real owner clear or the user asks. CreateActionItem only when
the user asks for a new one; a follow-up you discovered goes in your report
first.
One line per item: what it was, what you did (changed, filed, drafted, left open and why), and the meeting it came from. Items that turned out stale — done in a later meeting, or superseded — are worth pointing out rather than quietly closing.
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