What the board shows
Open Workflow in the left rail of the Workflow product. You'll see a side-scrolling board (like a kanban) with five columns. Each card is a piece of agent work for a client, and cards move left to right as the work progresses. Use the client picker at the top to focus on one client, or leave it open to see everything.
The five stages
Queued — work waiting to start. These are signals someone parked from Scan so they can be run later. A queued card hasn't been assigned to an agent yet, so this is also where you pick which specialist should handle it.
Running — work in flight. Running cards show the agent's latest steps live, so you can watch progress without opening the card. In-flight cards also show which signal they came from.
Review — the human gate. The agent has finished, and its work is waiting for a person to look it over. Nothing moves past this column without a human decision.
Approved — a person has signed off on the work. The card records who approved it and when.
Implemented — the recommendation was actually made live in the ad platform or channel. When you mark a card Implemented, you're asked for the go-live date so impact can be measured from the right day.
How work enters the board
Work lands on the board in a few ways:
From Scan. Open a signal and choose Queue to park it in the Queued column, or Run to dispatch an agent right away — the card appears in Running.
On a schedule. Recurring work, like the weekly client report, arrives automatically and lands in Review when it's ready for a person.
From Chat. Work explored in a conversation can flow onto the board too — those cards are labeled so you know where they came from.
Reading a card at a glance
Every card names the client, the finding, and a short summary. Cards in Review lead with the agent's main recommendation and carry a chip that opens the full output. Buttons are verb-first, so the card itself tells you the next action to take — for example, Mark implemented on an Approved card.
Tip: You can switch between the board view and a calendar view to see work by day, which is handy when you're catching up after time away.
Note: If a column looks empty, that's normal — it just means nothing is at that stage right now. The Queued column only fills when someone parks signals from Scan.