The Checklist block

The Checklist block generates an action checklist written for the lead — a list of concrete to-dos based on their answers. It turns the report's advice into something they can actually work through.

What to use it for

• A "do this next" list at the end of an audit-style report — five actions matched to the lead's weakest areas.
• A prep checklist before a discovery call, based on what the lead said they're struggling with.
• A launch or setup checklist where the items change depending on how far along the lead already is.

Settings

• Prompt / Instructions — what the checklist should cover and how many items you want.
• Detail Level — Auto, Concise (short, action-only items that are quick to scan), or Detailed (each item includes a brief explanation of how and why).
• Skill — attach saved Skills for reusable instructions.
• Intake Data / Prev. Steps — which answers and earlier outputs it can use.
• Loading Phrases — what shows on the generating screen while it runs.

Good to know

• If you want numbered moves in a fixed order with a visual layout, the Steps block may fit better — Checklist is for a flat list of actions.

Related articles

• AI Blocks
• The Steps block
• The Writer block