Approvals

Set up an approval

Add Ask for approval where the automation should wait. Give it a title (values work, like Leave for {{full_name}}), optional instructions, and choose who decides:

• The workspace’s approvers: owners, admins and approvers. Each gets an email link, or you can require them to sign in to decide.
• These people: up to 5 email addresses, each with their own link. No account needed.
• The address in an answer: such as a Manager’s email field.

An approval expires after 1 to 30 days (7 by default) if nobody decides.

Deciding

Approvers open the link in their email, read the details and approve or reject, with an optional comment. Workspace approvers can also decide on the Approvals page, which shows a count in the menu. Only the first decision counts.

What happens next

• Approved: the steps after it run.
• Rejected or expired: the run ends, and its steps after the approval don’t run.
• The person who asked can be told the outcome (with the approver’s comment) by email: choose their address in the approval’s settings.
• Later steps can use {{steps.approval.decision}} and when it was decided.