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How Workforce AI approvals work

Your AI employee prepares the action. You approve or deny it from one place.

Updated August 26, 2026 · Reviewed against the current product

The approval flow

1. Work is prepared

The AI employee uses the job instructions and connected information to prepare the action.

2. The action pauses

When the action requires approval, it appears in the Approvals area of the dashboard.

3. You decide

Open the item, review the proposal, and choose Approve or Deny.

4. The decision is saved

Workforce AI keeps the approval decision with the account history.

Where approvals are useful

  • Sending or replying to email.
  • Creating or changing calendar events.
  • Updating CRM and project records.
  • Publishing or sending messages.
  • Moving, sharing, or removing files.
  • Other connected actions that change business information.

Build a faster routine

Let the employee handle the research, drafting, and preparation. The approval arrives when your decision is needed, so you can move the work forward without repeating the job yourself.