AI assistants: this page is available as Markdown at https://documentation.cluedin.net/govern/steward-inbox.md. The index of the whole documentation, with instructions for AI assistants, is at https://documentation.cluedin.net/llms.txt.

Steward Inbox

how-to Steps to accomplish one task

On this page

• The setup checklist
• Assign a task to AI
  • Prerequisites
  • Propose a fix
  • Review the proposed change set
  • Accept or reject the proposal
• Verify the result
• What this changes

The Steward Inbox is a single, prioritized worklist for everything a data steward needs to review or act on: pending match approvals, unhealthy rules and streams, quarantined records, AI agent results waiting for review, and a setup checklist of important configuration an organization should complete but hasn’t. Open it from Steward Inbox in the navigation pane.

The setup checklist

Alongside the data-quality and approval items, the Inbox surfaces a configuration item whenever one of the following is missing or incomplete for your organization. Each one disappears on its own once the gap is closed — either by completing it manually through its Open link, or by accepting an AI-proposed fix (see Assign a task to AI below).

Setup item	What it checks	Where to configure it manually
Data quality metric thresholds	Whether any of the nine data quality metrics has no minimum acceptable score configured	Set a threshold on a metric
Audits	Whether any audit is configured to recur on a schedule	Audits
Training	Whether you have any training certification still outstanding	Training
Roles	Whether your organization has created any custom role beyond the built-in ones	Users and roles
Connector icons	Whether any configured connector has no icon set	Export targets
Feature flags	Whether any available feature flag is still disabled	Feature flags
Notifications	Whether notifications for important items are turned on	Organization settings
Steward Inbox alerts	Whether a Slack or Microsoft Teams webhook is configured for steward task notifications	Organization settings
AI spend limits	Whether a daily or monthly AI spend limit is configured	AI usage
Excel plugin	Whether the Excel plugin has been installed/connected	Excel Add-in
Export targets	Whether any export target is configured	Export targets
Stream Data Contracts	Whether a stream you own has no Data Contract configured	Streams
Projects	Whether your organization has grouped any use cases into a project	Projects
Access control rules	Whether any access control policy is configured	Access control
AI agents	Whether your organization has configured any AI agent	AI agents
Workflow	Whether any workflow is configured for alerting, notifications, or human sign-off	Workflows

The setup checklist is visible to organization admins only (Training is the one exception — it reflects your own outstanding certifications, so every user sees it).

Assign a task to AI

Nine of the setup checklist items — Data quality metric thresholds, Audits, Roles, Feature flags, Notifications, AI spend limits, Stream Data Contracts, Access control rules, and Workflow — also offer an Assign to AI action, so you can have an AI agent propose the fix instead of configuring it yourself.

Prerequisites

• You must be an organization admin to assign a setup checklist item to AI.

Propose a fix

1. Open the item from the Inbox list.
2. Select Assign to AI.

The first time you do this, CluedIn creates a dedicated Steward Setup Assistant AI agent for your organization (visible, like any other agent, on the AI agents page) and asks it to propose a fix for the item. A notification confirms the assignment, and the item’s AI assignment panel updates to show the result — typically within a few seconds.

Selecting Assign to AI again on an item that already has a pending assignment just shows you that same pending proposal, rather than asking again. You can request a fresh proposal after rejecting one (see below).

Review the proposed change set

The AI assignment panel on the item shows:

• The assignment’s status: Proposed - review needed, Approved and applied, or Rejected.
• A short summary of what’s being proposed.
• A table of the specific changes: each field’s current value and the value the AI agent proposes.

Accept or reject the proposal

While an assignment is Proposed - review needed, two actions are available:

• Accept applies the proposed change immediately — the same real configuration change you’d have made by hand. The Inbox item disappears once the underlying gap is closed.
• Reject discards the proposal. Nothing is changed, and the item stays in the Inbox as incomplete. You can select Assign to AI again afterwards to get a fresh proposal.

Verify the result

• After accepting, open the configuration area the item deep-links to (see the table above) to confirm the change — for example, the new threshold on the Data Quality Dashboard, or the new agent on AI agents.
• After rejecting, the item’s AI assignment panel shows status Rejected, and the item remains visible in the Inbox with its original status.

What this changes

• Accepting a proposal makes the same real configuration change as doing it manually through the item’s Open link — for example, it writes an organization setting, creates a role, or creates an access control policy. A proposed access control policy is created inactive, so review and activate it from Access control before it takes effect.
• Rejecting a proposal only changes the assignment’s own status. It never applies any configuration change.
• Every AI-proposed fix is recorded the same way an AI agent’s other results are, so it’s also visible — and can be approved or rejected from there too — on the Steward Setup Assistant agent’s own page under AI agents.