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You ran an AI Create , and the transaction isn't in your transactions list. Good news first: it almost certainly still exists, and it's waiting for you where the run left it.
The Result Was Never Confirmed
This is the usual ending. AI Create ...
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Pipeline filled the transaction, but one of the people on it isn't who you expected — a duplicate turned up, the wrong existing contact got attached, or an email address is off. Here's why, and how to set it right before you save.
The Wrong Perso...
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You ran AI Update on a new document and a value you expected to move came back the same. Work through these in order — the cause is usually one of four things, and the last one is just a manual edit.
The Run Never Started
Attaching a document...
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You ran an AI Create or an AI Update and never saw a heads-up. Good news first: your result is fine either way. The notice is a convenience, not the thing itself, and the document is holding your result until you get to it.
You Were Still in ...
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A field on your transaction changed after an AI Update , and it held a value you wanted to keep. Here's why it moved, and how to set it right.
Applying the Update Writes Every Change You Didn't Rewind
The summary of changes is a list of everyt...
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Pipeline read your document, but a value came back blank, landed somewhere you didn't expect, or doesn't match the contract. Each of these has a cause, and each is fixable on the review screen before you save.
A Field Came Back Blank
Pipeline l...
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Last Updated: 09/11/2026
in More Guides By Topic Pipeline AI A counter-offer lands, the terms change, and you never retype a field — AI Update reads the new document, shows you what moved and where, and you decide what to apply.
Introduction
Deals move. A counter-offer shifts the price, an addendum sli...
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AI Update reads a later document and surfaces only the fields it changes. Answers to the common questions about counter-offers and addenda, running it more than once, and what it never touches.
Can I use AI on a transaction that already exists?
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Last Updated: 09/11/2026
in More Guides By Topic Pipeline AI Pipeline reads your document in the background and tells you the moment the result is ready — an in-app notice while you're working, an email when you've stepped away.
Introduction
An AI run is a wait you aren't meant to sit through. Pipeline t...
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Pipeline tells you the moment an AI result is ready, in the app or by email. Answers to the common questions about how you're told, and what changes if you turn the email off.
How does Pipeline tell me a result is ready?
Two ways, depending on...