Action Cards
Action Cards are AI-generated task recommendations that tell a CSM exactly what to do next for an account, why it matters, and how to do it — including pre-drafted email and Slack outreach. They appear on individual account pages and in the Focus Areas Actions tab.
How Action Cards Are Created
Action Cards are created by AI Agents — automated workflow agents that run on a schedule or in response to signals. Each agent has access to a create_task tool. When the agent determines that a task is warranted for an account, it calls that tool with a title, a Markdown description, and an optional due date. The platform saves the task and marks it as agent-created (created_by.type = "agent").
The agent's description becomes the structured body of the card. It encodes the signal that triggered the recommendation, the reasoning behind it, next steps, and any pre-drafted outreach (email subject/body or Slack message). FunnelStory parses this content and renders each section in the card UI.
Only tasks created by agents appear as Action Cards. Tasks created manually by users appear in the standard Tasks view, not as Action Cards.
Reading an Action Card
Each card contains the following sections:
| Section | What it shows |
|---|---|
| Title | The recommended action — concise, actionable |
| Status badge | Current state: To Do, In Progress, Done, Expired, or Closed |
| Signal | The trigger: a Needle Mover, support conversation, or note. Linked to the source when available. |
| Why | The agent's reasoning — a short summary of why this action is recommended now |
| Next Steps | One or more numbered steps the CSM should take |
| Account badge | The account this action belongs to |
| Impact badge | Priority level of the action (when set by the agent) |
| Created timestamp | When the card was generated and by whom (the agent) |
When Action Cards are shown on an individual account page, a Last Contacts panel appears alongside the card list, showing recent contact activity for that account.
Taking Action
Each card offers two ways to act directly from the UI:
- Email Draft — Opens a pre-composed email in a compose panel. The subject and body are drafted by the agent based on the account context. Clicking the button marks the task as In Progress.
- Slack Message — Opens a pre-composed Slack message. Like the email draft, sending it marks the task as In Progress.
Not every card will have both options — the agent includes only the outreach types it determined were appropriate.
At the bottom of each card:
- Mark as Done — Moves the task to Done status.
- Mark as Not Done — Reverts a Done task back to To Do.
Status Lifecycle
To Do → In Progress → Done
↘ Expired (if the task passes its due date unactioned)
Tasks can also be Closed when dismissed without completing the action.
Where Action Cards Appear
On an account page — The Actions tab on any account's detail view shows cards assigned to that account. A header line shows the total count (for example, "You have 5 actions to review"). An Actions Needed toggle (on by default) filters the list to open tasks only (To Do and In Progress). Turn it off to see completed and expired cards as well.
In Focus Areas — The Actions tab in Focus Areas aggregates cards across all accounts in the current focus mode. It shows the same card format with an additional Last Contact badge, and the header shows counts across the entire account set.
Related
- Focus Areas — the Actions tab that aggregates cards across your book of business.
- Needle Movers — signals that often trigger Action Card generation.
- AI Agents — how agent workflows are configured and scheduled.