Outcome Workflows

1. Click New outcome.
2. In the Declare an outcome dialog, fill in:
   • Template — optional starting point: Raise a funding round or Custom goal (the default).
   • Goal (required) — for example, "Raise $500k by December".
   • Details — optional context that should shape the plan.
   • Target — an optional number (for example, 500000).
   • Unit — for example, USD.
   • Deadline — optional date.
3. Click Create outcome. The outcome is created as a Draft — nothing is planned or executed yet.

1. Open the draft outcome and click Generate plan. Nautis's AI reads your goal (and your workspace context) and proposes an ordered plan, usually 5–9 steps. This uses AI credits.
2. The Proposed plan appears as a numbered timeline. Each step shows its type and whether it will pause for you:
   • Task Board — creates the execution board (usually step 1).
   • Task — adds a task to the board.
   • Document — flags a required document as a task.
   • Metric — sets a target metric from your outcome's target and deadline.
   • Agent — queues an AI agent action (drafting work). Anything that would send something externally is marked Needs approval.
   • Notify — notifies an owner inside Nautis.
   • Checkpoint — a human review point that always pauses the workflow.
3. Not happy with the plan? Click Re-plan to generate a fresh one, or edit it yourself (next section).

You can edit the plan any time before the workflow starts.

1. Click Edit plan.
2. For each step you can change the Step title, Description, step type, the approval setting — Runs automatically or Needs my approval — and an optional Success metric.
3. Reorder steps with the up/down arrows, remove steps with the trash icon, or click Add step to insert one.
4. Click Save plan. At least one titled step is required.

Once a workflow is running, the plan is locked — you can't edit it mid-run.

1. When the plan looks right, click Approve & start.
2. Nautis executes steps in order. Automatic steps run on their own; the detail view shows each step's status: Pending, Running, Awaiting approval, Done, Skipped, or Failed.
3. When a step needs you, the outcome pauses with an amber banner — "n step(s) need your approval before the workflow can continue." On each waiting step, click:
   • Approve (or Mark reviewed & continue on a checkpoint) to let the workflow proceed.
   • Skip to pass over that step and continue.
4. Approval requests also appear in the Approval Center (Chief of Staff → Approvals tab), so you can action them from there instead.
5. When every step is done or skipped, the outcome is marked Completed.

The work itself lives on the outcome's Task Board — use the Task Board button in the header or the View on Task Board links on completed steps.

The page is a three-pane view: filters on the left, the outcome list in the middle, and the selected outcome's plan on the right.

• Filters: All outcomes, Needs approval, In progress, Plan ready, Drafts, Completed, Archived — each with a live count.
• Stat chips at the bottom of the sidebar show Active, Review, and Done counts.
• Each outcome card shows its status, a "n to approve" badge when steps are waiting, a deadline hint, and a progress bar with "done/total steps".

• Abandon (running or paused workflows): stops further steps from generating. Confirm in the Abandon this workflow? dialog — work already created (the Task Board and its tasks) is kept.
• Delete (only before a workflow starts): permanently removes the outcome and its plan. Any Task Boards already created are not deleted.