Activity

Monitor running and completed background processes in your project

Overview

The Activity panel gives you real-time visibility into background processes running in your project — such as contract extractions, statement processing, asset matching, and sync operations.

Access it by clicking the Activity icon (the pulse/activity icon) in the top-right corner of any project page.

Notification Badge

When a background process completes and you haven’t viewed it yet, a small dot appears on the Activity button. This lets you know there is new activity to review without interrupting your workflow.

The notification dot only appears for completed processes. It does not show while a process is actively running — during that time the Activity button is highlighted to indicate work is in progress.

The dot clears automatically when you open and close the Activity panel — all completed entries are marked as seen at that point.

Activity Panel

Click the Activity button to open the panel. It shows processes from the last 30 days, ordered from newest to oldest, including:

Status	Description
Running	Process is currently in progress
Completed	Process finished successfully
Failed	Process encountered an error

The panel updates in real time — you do not need to refresh the page to see the latest status.

Grouping by Type

Within each time period (Today, Yesterday, etc.) activities are grouped by type — for example, “Match recordings”, “Scan statement”, “Export contracts”. Each group shows:

• The activity type name
• A count badge with how many runs of that type fall in the period
• A Running label when at least one run in the group is still in progress
• A small dot when the group contains unseen completed runs

Groups expand automatically when they contain a running activity. Click a group header to collapse or expand it.

Activity Details

Each activity row has a collapsible Status section. Click it to reveal additional context for that run, which may include:

Detail	Shown when
Linked file	The activity is tied to a specific contract or statement — click to open that file in a new tab
Error	The activity failed — the error message is shown
Skipped	The activity was skipped — the reason is shown
Message	The activity produced a single status message
Key/value summary	The activity reports counters or settings — e.g., recordings processed, suggestions found, contracts matched

Related Features

Agents

Automated workflows running on your behalf.

Inbox

Messages and notifications requiring your attention.