Start with the evidence
Provide the current list and ask for a structured summary by question, owner and next step. Tell the agent not to infer outcomes from the age of an item or a partial reply.
Work through the example
A receipt request has an owner but no response. The summary should keep it as awaiting a receipt, not convert “assigned to Alex” into “Alex supplied the receipt.”
Make the next step clear
Check the summary against each original item and retain source references. Use it to improve the handoff, while the working list remains the place where actual resolutions are recorded.
Keep the source context
Doviria’s unnamed AI agent helps with accounting work, document drafts and finding information. The examples are ways to frame and review a task, not a list of guaranteed tools, autonomous actions or supported external systems.
01Keep the source02Check the context03Choose the next step