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risk-flags
The fix queue

The fix queue

A flag is useless without a fix. The fix queue is the system that turns "here's a problem" into "here's the work we did about it."

The lifecycle of a fix

Every flag moves through one of two lifecycles, depending on how you respond.

Lifecycle A — Quick fix

New flag → Triaged → In progress → Resolved

For most flags, this is the path. You see the flag, accept the suggested fix, click Mark in progress. You do the thing. You click Resolved. The agent re-verifies the underlying metric and closes the loop.

If the metric hasn't actually improved when you click Resolved, thola will say so:

"The flag was for runway < 3 months; current runway is 2.7 months. Closing anyway?"

You can override (sometimes the fix is in progress externally), but the gentle nudge prevents premature closure.

Lifecycle B — Playbook

New flag → Run Playbook → [steps...] → Resolved

For complex flags — the cost-reduction one, the conversion-fix one, the burnout one — the suggested fix is a Playbook: a multi-step guided process. See Playbook → Overview for how Playbooks work.

The Playbook lives inside the flag until it's done. Each step you complete updates the flag's status.

Owners

Every flag has a default owner. The defaults:

ModuleDefault owner
SalesSales lead (if set), else Owner
FinanceOwner
TeamHR lead (if set), else Owner
ProcessOps lead (if set), else Owner
FounderYou (always)

The default can be reassigned per flag. You can also set workspace-wide autopilot rules that route flags to specific people based on type — see Diagnostics overview.

When a flag is reassigned, the new owner gets a notification. The old owner does not get a "you've been removed" ping — too noisy.

The Risk Flags screen

Find the full queue at Risk Flags in the sidebar. The screen:

  • Defaults to active flags assigned to you
  • Has a tab for All active (every flag in the workspace, RBAC-scoped)
  • Has a tab for Resolved (the audit trail)
  • Has filters for severity, module, owner, age

You can multi-select flags and batch-assign them or run Quick fix on all of them.

Quick fix

For simple, deterministic flags, the Quick fix button does the whole thing in one click:

  • An overdue invoice → drafts a reminder, asks you to confirm send
  • A low-stock SKU → drafts a PO with the suggested vendor
  • A misallocated lead → reassigns to a better-fit owner

Quick fix never auto-commits an external action. Even when it could; we deliberately leave the final tap with you.

Bulk fix

When you have many flags of the same type, the Bulk fix mode is useful:

  1. Filter the queue to a single flag type (e.g. all overdue invoices).
  2. Click Bulk fix.
  3. thola shows you the action it would take for each flag side-by-side.
  4. You select all / select some / deselect.
  5. Confirm.

The bulk action is wrapped in a single task so you can audit (or undo) it as a unit.

The audit log of fixes

Every fix — quick, Playbook, or manual — is recorded. The Resolved tab shows:

  • Which flag
  • Who closed it
  • How (quick fix, Playbook, manual)
  • Which actions were taken (linked to chat / task)
  • Whether the underlying metric actually improved

The "did the metric improve" column is the most valuable. If you see a fix-type that consistently resolves the flag but doesn't move the metric, the Playbook for that type needs work — and thola will surface that as a meta-recommendation.

Flag aging

A flag that sits unresolved for too long gets escalated:

  • 🟢 Low → 🟡 Medium after 30 days unresolved
  • 🟡 Medium → 🔴 High after 14 days unresolved
  • 🔴 High → top of every dashboard after 7 days unresolved (it doesn't escalate further, it just gets harder to ignore)

You can dismiss a flag instead of escalating it — and dismissal with a reason ("this is intentional", "data is wrong") is preferred over silently letting things age.

Recurring fixes

Some fixes are not one-off. "Counter ops missed shift-end reconciliation" will happen again if you don't change the underlying habit. When you resolve a flag, thola asks:

"Want to turn this into a recurring check?"

If yes, you create a Playbook that runs on a schedule (daily, weekly, monthly) and produces a small task. Most of thola's most-loved features come from this pattern — solving a problem once and putting a watchdog in place.


→ Next: Playbook & workflows