> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/sage-crm-add-ons/gumu-co-pilot-for-sage-crm/user-guide/quick-actions.md).

# Quick Actions

Quick Actions provide predefined actions that can be launched from the Co-Pilot panel. They are useful when you want a standard operation without typing a prompt.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FetlNxxAxBtUAtnd1nGRK%2Fimage.png?alt=media&amp;token=fad8973f-4283-4c61-b0ab-04e4e56f7eb7" alt=""><figcaption></figcaption></figure>

<p align="center"><em>Figure 2. Quick Actions tab on a Sage CRM Company record.</em></p>

### Available Quick Actions shown in the screenshot

<table data-header-hidden><thead><tr><th valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top"><strong>Quick Action</strong></td><td valign="top"><strong>Description</strong></td></tr><tr><td valign="top">Summarize Company</td><td valign="top">Provides a summarized view of the current company information.</td></tr><tr><td valign="top">Financial Summary</td><td valign="top">Provides the configured financial information for the current company.</td></tr><tr><td valign="top">Sales Summary</td><td valign="top">Provides the configured sales-related summary for the current company.</td></tr><tr><td valign="top">View My CRM Data</td><td valign="top">Opens additional CRM data/actions available to the current user.</td></tr><tr><td valign="top">View Team CRM Data</td><td valign="top">Opens additional CRM data/actions available for the user's team.</td></tr><tr><td valign="top">Insert Records</td><td valign="top">Expands to show supported record-creation actions.</td></tr></tbody></table>

1\.       Open the required Sage CRM record.

2\.       Open GUMU Co-Pilot and select Quick Actions.

3\.       Select the required action.

4\.       Review the result or follow the additional prompts displayed by the selected action.\
\
&#x20;