Ask your team to approve

Some steps shouldn't happen without a person saying yes, such as sending a large invoice or starting a project. An approval pauses the workflow until someone on your team decides, and each answer can lead somewhere different.

Add an approvalCopy Anchor Link

1. In the builder, select the + where the decision should happen.
2. Under Wait or branch, pick Approval.
3. Fill in the Approval title and Approval summary, so the approver knows what they're deciding.
4. Under Approvers, pick the teammates who decide. Leave it empty to ask the workspace owner.
5. Add the steps for the Approved path and the Rejected path.

When a run reaches the step, the approvers get an in-app and email notification.

Decide a requestCopy Anchor Link

1. Open Automations › Workflows and select the Approvals tab, or find the request in your Inbox.
2. Read which workflow it belongs to and what it's waiting for.
3. Select Approve request or Reject request.
4. Optionally Add a note. It's saved with the decision.
5. Confirm.

You're done when the request leaves the list and the run continues on its Approved or Rejected path. With nothing left, the tab says You're all caught up.

Example: check large estimates before the invoice goes outCopy Anchor Link

1. Starting point: Proposal or estimate accepted.
2. If / then branch: the total is at least 10,000.
3. On the Yes path: Approval, titled "Send the deposit invoice?", with you as the approver.
4. On the Approved path: Create and send invoice.

Good to knowCopy Anchor Link

• Only teammates who can manage workflows can approve. Others see requests but can't decide them.
• If a decision doesn't save, the run keeps waiting. Try again in a moment.
• The run shows the outcome in plain words, such as "Approved, so the workflow continued".

RelatedCopy Anchor Link

• Wait before the next step
• Connect workflows and Smart Flows