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The workspace is built around one operating question: what needs a decision before it becomes customer risk, margin leakage, clearance delay, or owner ambiguity?

Main areas you will use

AreaPurpose
Operating queueWork prioritized by urgency, risk, owner, and readiness for review.
Source contextThe email, document, meeting, chat, or system detail behind the recommendation.
Action panelThe reply, task, approval request, or handoff proposed for review.
Activity trailThe record of who reviewed, edited, approved, rejected, assigned, or escalated the work.

Queue states

StateWhen you see it
NowReview before lower-priority work because a promise, owner, or deadline may move.
FoundUbik detected a change that may affect downstream plans.
AnalyseThe item needs human judgment before a recommendation is safe.
ReadyThe action is prepared and waiting for approval, assignment, or writeback.

Handoff modes

Every queue item carries a handoff chip that tells you who has the next move. Human → Review   Agent → Drafting   System → ERP queue   Final → Committed

Good operator habits

Source before speed

Approve when the source, owner, and action are clear. Fast unsupported work creates downstream rework.

Route by authority

Move routine work through the queue; escalate price, margin, promise-date, finance, or compliance decisions.

Keep the trail useful

Leave enough context for a future operator to understand what changed and why the action moved.

Teach the memory with variety

RFQs, PO chases, supplier follow-ups, margin checks, meeting recaps, and vendor reviews make deviations easier to spot later.

Theme and readability

Ubik supports light and dark modes. Choose the mode that gives your team the clearest daily read, especially when reviewing grey secondary text, source snippets, and long approval trails.
Last modified on May 28, 2026