---
schema_version: "1"
id: 461d6cd0a971a9421d85b530de6cfbf397b547a7b988f167865b750948012975
title: Review AI-Suggested Tasks Before Saving
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_fsc_meeting_review_ai_suggested_tasks.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_meeting_review_ai_suggested_tasks.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c7734650cdc2782c21da009e40b66e555a15b526351f3aa822dbe356a1fc36ad
description: Agentforce Actions now automatically add tasks to the Meeting Follow Up Tasks Action Plan and show in the Meeting Follow Up Tasks component without requiring a page reload. After a meeting, advisors select the Create or Update Tasks Agentforce Action to review AI-suggested tasks. The New Records to Create section shows new task suggestions, with editable fields for Subject, Description, Assigned To, and Due Date. The Existing Records with Suggested Updates section shows existing tasks with recommended changes highlighted. Advisors can edit the Subject, Description, Assigned To, Due Date, and Priority before saving.
products:
  - Cross Cloud
release: "262"
---
# Review AI-Suggested Tasks Before Saving

Agentforce Actions now automatically add tasks to the Meeting Follow Up Tasks Action Plan and show in the Meeting Follow Up Tasks component without requiring a page reload. After a meeting, advisors select the Create or Update Tasks Agentforce Action to review AI-suggested tasks. The New Records to Create section shows new task suggestions, with editable fields for Subject, Description, Assigned To, and Due Date. The Existing Records with Suggested Updates section shows existing tasks with recommended changes highlighted. Advisors can edit the Subject, Description, Assigned To, Due Date, and Priority before saving.

**Where:** This change applies to Lightning Experience in Unlimited and Agentforce editions with Agentforce Financial Services (formerly Financial Services Cloud).

**When:** Meeting Concierge enhancements are available on a rolling basis starting Aug 18, 2026.

**How:** After a meeting, advisors select **Create or Update Tasks** from the Agentforce Actions panel. Review the suggested new records and updates to existing records. Edit fields to meet your business needs, select the tasks to keep, and then save changes.

#### See Also

- [_Salesforce Help:_ View and Explore a Meeting Concierge Playbook](https://help.salesforce.com/s/articleView?id=ind.fsc_meeting_concierge_navigate.htm&language=en_US)