Proof Demo
FileMaker AI Approval Queue demo.
A safe FileMaker AI workflow should show the proposed action, source fields checked, risk note, reviewer, and write-back status before trusted records change.
| Queue Item | Source Fields | Proposed Action | Reviewer | Status |
|---|---|---|---|---|
| Customer follow-up | Contact status, last activity, open quote date | Draft follow-up email and schedule review task | Sales manager | Needs approval |
| Order reconciliation | Shopify total, FileMaker order total, tax, shipping | Hold write-back and create reconciliation note | Operations | Blocked |
| Billing exception | Invoice date, terms, balance, statement batch | Flag billing admin before monthly statements | Accounting | Ready |
What the AI can do
Read trusted FileMaker records, summarize the issue, draft the next action, explain risk, and prepare the item for human review.
What it should not do first
Quietly change billing, order, customer, or approval data without a visible reviewer, timestamp, source trace, and write-back log.