Docs/Finn AI action plan

How to

How to use the Finn AI actionable plan

Turn AI recommendations into execution-ready draft actions without bypassing approval and tenant guardrails.

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Purpose and Scope

Required roles: Admin, FinOps, Security. Finn AI provides a 7-day plan and maps each step to active organization findings when a strong match exists.

Matching Logic

  • Plan steps are matched against open findings by keyword relevance, severity, and savings impact.
  • When a match is found, the UI shows `Detected in tenant data` with rule, provider, and estimated monthly impact.
  • `Create Draft Action` generates a `manual_approval` action request, not direct execution.
  • If no match is found, the step remains guidance-only until new scans/findings are available.

Operator Workflow

  1. 1. Open `Dashboard > Finn AI`.
  2. 2. Review `Executive Summary`, `7-Day Remediation Plan`, and the `Actionable AI Plan` cards.
  3. 3. On matched steps, click `Create Draft Action`.
  4. 4. Track and approve requests from `Dashboard > Actions`.
  5. 5. Verify execution result and savings validation in audit trail and findings metadata.

Expected Outcomes

  • AI output becomes actionable and auditable instead of static text.
  • Every draft remains tenant-scoped and approval-safe.
  • Teams can move from detection to remediation faster with controlled risk.

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