Approvals
What happens when an automation needs a person, the places you can answer it, and what the card shows once it is settled.
An automation can include a step that stops and asks a person before the rest of it runs. When a run reaches that step, it pauses at Waiting for you and an approval card is posted to the members chosen for it.
Until someone answers, the run stays paused and nothing after that step happens. Approving lets it continue. Rejecting, or letting the approval time out, ends it.
Where to answer
The same approval can be answered from any of these places, and answering in one settles it everywhere.
| Where | Buttons | When it is the natural place |
|---|---|---|
| The Actions tab on Home | Approve, Reject | You are checking what needs you |
| The feed item's own screen | Approve, Reject | You tapped the notification, which opens here |
| The automation's screen | Approve, Decline | You went looking for what is blocked |
| The run screen | Approve, Decline | You are reading the run and want to unblock it |
| The session's Automations tab | Approve, Decline | You are in the meeting or chat the run belongs to |
Reject and Decline do the same thing; the wording differs between the feed card and the automation screens.
Notifications
An approval request sends a notification. Tapping it opens the request directly, and if the approval belongs to another of your organizations, the app switches to that organization first. You can turn these off under "Approvals waiting on you" in Notifications.
Once it is settled
The card on Home and in the feed stops offering buttons and shows the outcome: Approved, Rejected, or Expired when nobody answered in time. That happens whether you answered, a colleague did, or it timed out. On the automation and run screens, the approval simply disappears once it is answered.
Who can answer
Owners, admins and users can answer an approval addressed to them. Guests cannot, and have no Automations row in the menu. Personal accounts have no automations, so they never get approvals. See Roles and access.