#recommended tool in conversations start as drafts—you must manually save them for them to appear in Plan. From there, propose actions, estimate impact, capture approvals, and schedule rollouts across environments.
Workflow
1
Open Plan
Go to Plan to see all saved recommendations ready for execution.
2
Save findings to Plan
Open any draft finding from CloudKeepers, Assessments, or
#recommended conversation results and choose Save to Plan. Saved items become available for approvals, scheduling, and execution. Unsaved drafts remain in their source views and will not show in Plan.3
Filter recommendations (optional)
Use More Filters to scope by resource name, pillar, service, assessment, or source. This helps focus the rollout before approvals and scheduling.
4
View recommendation details
Open a recommendation to review impact analysis, savings, risk notes, and implementation guidance before deciding what to run.
5
Take action
Choose how to proceed: run impact analytics, generate guidelines, ask a custom prompt, request approvals, or implement directly.