--- title: Steward Inbox url: https://documentation.cluedin.net/govern/steward-inbox content_type: how-to section: Govern & improve --- # Steward Inbox > how-to: Steps to accomplish one task. 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](#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](https://documentation.cluedin.net/govern/data-quality-dashboard.md#setting-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](https://documentation.cluedin.net/administer/users-and-roles.md) | | 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](https://documentation.cluedin.net/govern/ai-agents.md) | | Excel plugin | Whether the Excel plugin has been installed/connected | Excel Add-in | | Export targets | Whether any export target is configured | [Export targets](https://documentation.cluedin.net/publish/export-targets.md) | | Stream Data Contracts | Whether a stream you own has no Data Contract configured | [Streams](https://documentation.cluedin.net/publish/streams.md) | | 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](https://documentation.cluedin.net/administer/access-control.md) | | AI agents | Whether your organization has configured any AI agent | [AI agents](https://documentation.cluedin.net/govern/ai-agents.md) | | Workflow | Whether any workflow is configured for alerting, notifications, or human sign-off | [Workflows](https://documentation.cluedin.net/govern/workflows.md) | > **Note:** 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). ![The Steward Inbox list view, showing the setup checklist items alongside their task type and status](https://documentation.cluedin.net/assets/images/govern-and-improve/steward-inbox/steward-inbox-list.png) ## 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. 1. 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](https://documentation.cluedin.net/govern/ai-agents.md) 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. ![The AI assignment panel for a pending proposal, showing its summary and a table of current vs. proposed changes](https://documentation.cluedin.net/assets/images/govern-and-improve/steward-inbox/assign-to-ai-pending.png) ### 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](https://documentation.cluedin.net/govern/data-quality-dashboard.md), or the new agent on [AI agents](https://documentation.cluedin.net/govern/ai-agents.md). - 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](https://documentation.cluedin.net/administer/access-control.md) 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](https://documentation.cluedin.net/govern/ai-agents.md). Up: [Govern & improve](https://documentation.cluedin.net/govern.md)