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Workforce AI Docs

Approvals

Workforce AI can prepare connected-tool actions and pause them for your decision.

Approve or deny an action

Section titled “Approve or deny an action”
  1. Open Tasks in the dashboard.
  2. Find the action under Pending Approvals.
  3. Read the complete proposal and the system it will affect.
  4. Choose Approve or Deny.

Your decision and approval history are saved automatically in your account.

Actions you may see

Section titled “Actions you may see”

Approvals cover work such as sending messages, changing CRM or project records, creating calendar events, publishing content, and moving or sharing files.

Your AI employee can keep researching and preparing the job while the proposed action waits for your decision.