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Review and Approve AI Actions

Inspect proposed actions, understand their impact, and approve or reject them safely.

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Review before approving

Open Approvals to see work that requires a person’s decision. Open an item and check the contact or deal, proposed action, destination, content, timing, and any supporting evidence.

Approve only when the action is accurate, authorized, and appropriate for the current record. Reject or revise work that uses the wrong person, amount, deadline, channel, or promise.

Keep the queue moving

Resolve old items whose context has changed instead of approving them in bulk. If an approval reappears, inspect the activity history for a retry or a new proposal. Permissions may limit who can approve; ask an owner or authorized manager when the button is unavailable.

Open Approvals

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Review and Approve AI Actions — GetsYou.ai Help Center