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Task Execution via Chat

Execute business tasks directly through Muin Chat. Create tasks, route approvals, update records, and automate actions using natural language.

Muin Chat isn’t just for asking questions—it’s a powerful task execution engine. Create tasks, route approvals, update records, and trigger workflows using natural language commands.

What is Task Execution?

Task execution lets you take action directly from chat conversations:

  • Create tasks - Generate follow-up items with context
  • Route approvals - Send documents for review
  • Update records - Change statuses, add tags, modify data
  • Trigger workflows - Start automated processes
  • Export data - Download results in various formats

Instead of navigating through menus, simply tell Muin what you want to do.

Available Actions

Task Creation

Create tasks with full context:

CommandWhat It Does
”Create a task to follow up with Acme”Creates task with vendor context
”Add a task for this invoice”Links task to current invoice
”Create urgent task: review contract terms”Creates high-priority task
”Task: call John about the proposal”Quick task creation

Task details you can specify:

  • Title and description
  • Due date (“by Friday”, “in 3 days”, “next Monday”)
  • Priority (“urgent”, “high priority”, “low priority”)
  • Assignee (“assign to Sarah”, “for the finance team”)

Approval Routing

Send items for approval:

You: "Route this invoice to Finance Manager for approval"

Muin: "I'll create an approval request for Invoice #1234
      ($4,567.89 from Acme Corp) and assign it to Sarah Johnson.

      [Confirm] [Change Assignee] [Cancel]"

Routing options:

  • Route to specific person
  • Route to role (Finance Manager, HR Lead)
  • Route with deadline
  • Route with notes

Record Updates

Modify data directly:

CommandAction
”Mark this invoice as paid”Updates status
”Tag this as urgent”Adds tag
”Update vendor status to approved”Changes vendor status
”Set due date to next Friday”Modifies due date

Workflow Triggers

Start automated processes:

  • “Run vendor onboarding for this vendor”
  • “Start the invoice approval workflow”
  • “Trigger month-end close process”

How Task Execution Works

1. State Your Intent

Be clear and specific:

Good examples:

  • “Create a task to review the Acme contract”
  • “Route invoice #1234 to Sarah for approval”
  • “Mark these 3 invoices as paid”

Less effective:

  • “Can we follow up?” (unclear action)
  • “This needs review” (who should review?)

2. Review the Confirmation

Muin shows what will happen before executing:

You: "Create a task to follow up on overdue invoices"

Muin: "I'll create a task:

      Title: Follow up on overdue invoices
      Due: January 25, 2026 (7 days)
      Priority: Normal
      Assigned to: You
      Context: 5 overdue invoices totaling $12,450

      [Create Task] [Modify] [Cancel]"

3. Confirm or Modify

  • Click Create Task to execute
  • Click Modify to change details
  • Click Cancel to abort

4. Execution and Feedback

After confirmation, Muin executes and reports:

Muin: "Task created successfully!

      📋 Follow up on overdue invoices
      ⏰ Due: January 25, 2026
      🔗 Linked to: 5 invoices

      [View Task] [Create Another]"

Bulk Actions

Execute actions on multiple items:

Creating Multiple Tasks

You: "Create tasks for each vendor with expiring insurance"

Muin: "Found 4 vendors with expiring insurance. I'll create:

      1. Follow up: Acme Corp insurance (expires Jan 20)
      2. Follow up: Smith Electric insurance (expires Jan 25)
      3. Follow up: Metro Supply insurance (expires Feb 1)
      4. Follow up: Quick Print insurance (expires Feb 5)

      All tasks due 7 days before expiration.

      [Create All 4] [Select Which] [Cancel]"

Batch Updates

You: "Mark all invoices from Acme as reviewed"

Muin: "Found 3 Acme Corp invoices to mark as reviewed:

      • INV-2024-0891 ($2,345)
      • INV-2024-0892 ($4,567)
      • INV-2024-0893 ($1,234)

      [Update All 3] [Select Which] [Cancel]"

Context-Aware Execution

From Search Results

After a query, take action on results:

You: "Show me overdue invoices"
Muin: [displays 5 invoices]

You: "Create tasks for each of these"
Muin: [creates 5 follow-up tasks with context]

From Document View

When discussing a specific document:

You: "Tell me about invoice #1234"
Muin: [shows invoice details]

You: "Route it for approval"
Muin: [routes invoice #1234 without needing to specify again]

From Previous Actions

Build on earlier actions:

You: "Create a task to review the Acme contract"
Muin: [creates task]

You: "Also assign it to Sarah"
Muin: [updates the task assignment]

Permissions and Safeguards

Action Permissions

Your role determines what you can execute:

ActionRequired Permission
Create tasksAll users
Route approvalsDocument access
Update recordsModule access
Trigger workflowsWorkflow permissions
Admin actionsAdmin role

Confirmation Requirements

Muin always confirms before:

  • Modifying data - Status changes, updates
  • Routing items - Approval requests
  • Bulk actions - Multiple item changes
  • Workflow triggers - Process initiation

Undo Support

Some actions can be undone:

Muin: "Invoice marked as paid.

      [Undo] [View Invoice]"

Click Undo within 30 seconds to revert.

Advanced Execution

Conditional Actions

Specify conditions for execution:

You: "Create tasks for invoices over $1,000 that are overdue"

Muin: "Found 3 invoices matching criteria:
      • Acme Corp $4,567 (5 days overdue)
      • Smith Co $2,345 (3 days overdue)
      • Metro Inc $1,234 (1 day overdue)

      [Create 3 Tasks] [Adjust Criteria] [Cancel]"

Scheduled Execution

Schedule actions for later:

  • “Create a reminder to mark this paid on the 15th”
  • “Route for approval Monday morning”
  • “Send follow-up task in 2 weeks”

Action Chains

Execute multiple related actions:

You: "Approve this invoice and create a task to verify payment"

Muin: "I'll execute 2 actions:

      1. Approve Invoice #1234
      2. Create task: Verify payment for #1234
         Due: Feb 1 (based on Net 30 terms)

      [Execute Both] [Execute One] [Cancel]"

Best Practices

Be Specific

Better: “Create a high-priority task to call John about the contract renewal by Friday”

Okay: “Make a task about the contract”

Use Context

Reference current items:

  • “Route this invoice”
  • “Create a task for these vendors”
  • “Mark all of them as reviewed”

Confirm Before Bulk

Always review bulk action summaries before confirming.

Check Permissions

If an action fails, verify you have the required permissions.

Troubleshooting

”I don’t have permission to do that”

Your user role doesn’t include the required permission. Contact your admin.

Action Not Executing

  1. Make sure you confirmed the action
  2. Check for validation errors in the response
  3. Verify the target item exists

Wrong Item Affected

If an action hit the wrong item:

  1. Use Undo if available
  2. Manually correct in the module
  3. Be more specific next time

Example Workflows

Invoice Processing

You: "Show me pending invoices"
Muin: [displays 8 invoices]

You: "Which are ready for approval?"
Muin: [filters to 5 with complete data]

You: "Route these 5 to finance for approval"
Muin: [creates 5 approval requests]

Vendor Follow-up

You: "Which vendors have missing compliance docs?"
Muin: [shows 3 vendors]

You: "Create follow-up tasks with 7-day deadline"
Muin: [creates 3 tasks]

You: "Also send them notification emails"
Muin: [queues 3 emails]

Next Steps

Now that you understand task execution: