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Automation & MCP

How does the Stack task/checklist board organize month-end close work and flag items that need attention?

15:53From the June 18 call · Bonus Lab with Ramp

The console home view groups tasks by status across all clients. Tasks can be scheduled to run automatically at set points in the close (e.g., first, second, third day) or on a daily/weekly cadence to support a more continuous-close experience rather than a pure month-end push. Stack moves a task into a 'needs action' status when it requires human attention, which is how the agents signal to the human-in-the-loop when to engage, while everything else runs in the background. Each task can have a custom group/assignee (the person working alongside the agent), an approver, a due date, and can be made recurring. It's collaborative — team members working on a client can be tagged into a task to work alongside the assignee.

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