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Approvals

Let it act without losing the wheel

By Workforce AIJune 20264 min read
Approvals

Let it act without losing the wheel

Workforce AIJun 20264 min
Workforce AI
Employees
Meetings
Tasks
Chat
Image Generator
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EmployeesMeetingsTasksChatImage GeneratorIntegrationsSettings
Tasks
3,250 credits+ New task
Pending Approvals
SofiaEmail
Send revised quote to a client
Drafted from the meeting with the 10% discount. Schedules send for 9:00 AM.
ApproveRejectEdit
MarcusCalendar
Book Friday follow-up
30 minutes, invites the attendees, adds the agenda from the recap.
ApproveRejectEdit
History
ApprovedWeekly recap sent to your team11:04 AM
Approved3 action items assigned to ownersYesterday
RejectedAuto-reply to cold outreachMon

The real worry about AI is not whether it is capable. It is whether it will do something behind your back. Approval rules let you decide which supported actions need a person to review them first.

It proposes, you approve

Flag an action for review and it does not move without you. It proposes what it wants to do and names the exact tools it will use. You approve or reject in one tap, from the dashboard or wherever it reached you.

What waits, and what runs

Anything client-facing can wait for your okay; you pick which actions. Internal legwork, drafting, summarizing, research, and prep can run on their own.

When an enabled rule applies, the covered action waits for review.

The approval history

Every proposal, approval, and rejection is written down where you can read it later. Team permissions control who can approve what.

Start tight, widen the lane

Start with approval rules on every supported action you want reviewed. As trust builds, remove only the rules you no longer need. See the mechanics in tasks & approvals.

The worry is not capability, it is control. Approval rules let you decide which supported actions need review.

It proposes, you approve

Flag an action for review and it does not move without you. It proposes the action, names the tools, and waits for your tap.

What waits, and what runs

Anything client-facing can wait for your okay; you pick which actions. Internal legwork, drafts, research, and prep can run on their own.

When an enabled rule applies, the covered action waits for review.

The approval history

Every proposal and decision is written down, and team permissions control who can approve what.

Start tight, widen the lane

Start with approval rules on every supported action you want reviewed, then remove only the rules you no longer need. Mechanics: tasks & approvals.

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DDRepsBear MapleD.C. RanieriSabre IntegratedWattsNextPanca BKAdria ManagementTaxaroo
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