---
sidebar_label: What It Proposes & How to Approve
sidebar_position: 3
description: When a group text mentions a task or a date, DocJacket creates an approval-gated proposal — a task or a key date — in your Review queue, with the exact message as evidence. Nothing is applied until you approve it.
---

<!-- Canonical: https://help.docjacket.com/docs/group-text/what-it-proposes -->
<!-- Source: docs/group-text/what-it-proposes.mdx -->

# What it proposes & how to approve

DocJacket reads the group text as it comes in. Most messages are ordinary conversation and produce nothing. But when a message contains **something actionable** — a request, or a confirmed date — DocJacket turns it into a **proposal** you can approve or dismiss.

**Every proposal is approval-gated.** Nothing is added to the deal, and no date is changed, until you approve it. And each proposal carries the **exact message it came from** as evidence, so you can see why DocJacket suggested it.

## The two things it proposes today

### Task proposals

When someone asks for something to be done, DocJacket proposes a **task**.

> *Buyer's agent:* "Can you send the inspection report over to the buyer today?"

→ **Proposed task:** *Send inspection report to buyer*

### Key-date proposals

When someone states or confirms a date, DocJacket proposes a **key date** on the deal.

> *Buyer's agent:* "Inspection is confirmed for Thursday."

→ **Proposed key date:** *Inspection = (that Thursday's date)*

:::note Action items and dates only, for now
Today DocJacket detects **action items** and **dates**. Detecting status changes ("we're under contract," "the deal fell through") and answering questions directly in the thread are on the roadmap — they aren't live yet.
:::

## Where proposals show up

### The Review queue

Every proposal collects in your **Review queue** — the **document-with-a-check** icon in the top bar (its drawer is labeled *Review queue*), or the full-screen page at **/review**.

:::tip This is the Review queue, not the notification bell
Proposals land under the **document-with-a-check** icon, **not** the 🔔 bell. The bell is for general notifications (task completed, documents, portal). The Review queue is where AI proposals — from texts, email, and documents — wait for your approval.
:::

For each proposal you'll see **what** it is, the **evidence** (the exact text message it came from), and buttons to **approve** or **dismiss**.

### Inline in the conversation

You'll also see a small proposal card **right under the message that triggered it** on the **Texts** tab, so you can approve it in context while reading the thread.

## Approving or dismissing

- **Approve** — the task is created, or the key date is set on the deal. Approved changes then show on the transaction's **timeline / activity** record.
- **Dismiss** — the proposal goes away and nothing changes.

Because it's your call every time, DocJacket can flag things it *thinks* matter without any risk of it quietly editing a deadline or adding busywork.

## Good to know

- **Evidence is always attached.** A proposal you can't explain isn't a proposal you have to accept — open it and read the source message.
- **Duplicates are avoided.** If a date or task was already captured, DocJacket won't pile on a second proposal for the same thing.
- **Nothing is auto-sent.** A task proposal never emails anyone on its own; it just creates the task for your team.

## Where to go next

- **[Privacy & how it stays quiet](./privacy-and-quiet.mdx)** — why the assistant isn't noisy, and who can see what.
- **[How to use it](./how-to-use.mdx)** — set a deal up for monitoring.