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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:
StatusDescription
RunningProcess is currently in progress
CompletedProcess finished successfully
FailedProcess encountered an error
The panel updates in real time — you do not need to refresh the page to see the latest status.

Agents

Automated workflows running on your behalf.

Inbox

Messages and notifications requiring your attention.