Approvals

Approvals

Review and decide the tasks that automations route to you.

Some automations pause to ask a person before continuing — approve a document, authorize a change, or sign off on a step. Those requests land in your Approvals inbox, reached from the envelope icon in the top navigation bar. A badge on the icon shows how many tasks are waiting for you.

Your inbox

• The Pending, Approved, Rejected, and All tabs filter the list by status.
• You only see tasks assigned to you or to a role you hold.
• Open a task to see its details and any attached document, then Approve or Reject it.

Deciding a task

Approving or rejecting a task resumes the automation that submitted it: an approval lets the workflow continue, while a rejection stops or branches it, depending on how the automation is built. Every decision is recorded with your identity.

Admin tools

Administrators get extra controls — view all company tasks, reassign a task to another person, and preview stale-approval escalation (who is emailed when a task sits unanswered too long).

Who can use it: any signed-in user can open the inbox; the list only ever shows the tasks assigned to you or your roles.