# Review the Catalog (/docs/guides/review-catalog)



Review the Catalog after initial discovery and whenever a connection changes.

<DocImage
  src="/images/product/catalog.jpg"
  alt="Annotated Catalog showing the product surface selector, action search, and action detail controls"
  caption="1. Choose a product surface. 2. Find an action. 3. Open its details."
  annotations="[
  { label: &#x22;1&#x22;, left: &#x22;20%&#x22;, top: &#x22;18%&#x22; },
  { label: &#x22;2&#x22;, left: &#x22;39%&#x22;, top: &#x22;27%&#x22; },
  { label: &#x22;3&#x22;, left: &#x22;90%&#x22;, top: &#x22;45%&#x22; },
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/>

## Review one action [#review-one-action]

<Steps>
  <Step>
    ### Choose the product surface [#choose-the-product-surface]

    Use the product-surface selector to limit the list to one customer-facing area.
  </Step>

  <Step>
    ### Find the action [#find-the-action]

    Search by the customer concept or action name. Check whether the row reads data or can make changes, then note its risk and status.
  </Step>

  <Step>
    ### Open details [#open-details]

    Select **View**. Read the purpose and description first. The action should be specific enough that an agent can distinguish it from similar actions.
  </Step>

  <Step>
    ### Check access and safety [#check-access-and-safety]

    Confirm the required permissions, whether customer confirmation is required, what the action may change, and whether mistakes can be reversed.
  </Step>

  <Step>
    ### Check retries and verification [#check-retries-and-verification]

    Identify an idempotency key or safe retry rule for state-changing work. Confirm that Invokeable can check the durable product state after execution.
  </Step>
</Steps>

## Ready versus needs setup [#ready-versus-needs-setup]

An action is ready only when the information required for safe testing is complete. Common reasons for **Needs setup** include:

* Missing confirmation rules
* Missing or weak final-state verification
* An unclear retry policy
* Missing permissions
* An unsafe or unknown environment classification
* Required customer context that has not been supplied

Do not work around the status by creating a journey that avoids the missing field. Fix the action definition or connection at its source.

## Changes after refresh [#changes-after-refresh]

Review added and changed actions before using the refreshed Catalog. Removed actions remain available to historical runs but cannot support new journeys. If a change affects an approved journey, rerun its readiness and coverage checks.

Continue with [Connect an agent](/docs/guides/connect-agent) or [Create a journey](/docs/guides/create-journey).