Approvals
The decision should take a minute. Getting to it shouldn’t take a week.
Requester puts the request, the numbers, and the AI summary in front of the right people — wherever they already are — and makes approving it a single click. Including for the people who don’t have logins.
Free plan, no card required. Submitters are always free.
Approval needed · FIN-284
Purchase request — MacBook Pro
Submitted by Sarah K. · Engineering
Amount
$2,480.00
Needed by
12 Aug
AI summary
Replacement laptop for a 2019 unit failing CI builds. In budget for ENG-04, standard vendor, no policy exceptions.
Single-use links — no login required
Name a person, a group, or a whole team
Approver lists go stale the moment someone changes role. Route to the structure instead of the individual and the process survives your org chart.
Assignment
Three levels of indirection, so nothing breaks when people move
Assign a review to named members when it's genuinely personal, to a reusable reviewer group when it's a standing panel, or to a team when whoever is on rota should pick it up.
- Groups are reusable reviewer lists, workspace-wide or scoped to one team
- Mandatory and optional reviewers on the same step
- Ad-hoc additions per request when one case needs an extra pair of eyes
- Reviewers are auto-flagged as billable on assignment — never blocking an approval to collect a seat
Named member
Mark T.
Reviewer group
Finance panel — 4 members
Team
Legal
Delegated
Priya N. covering Mark T.
Coverage
Leave, handover, and the reviewer who quit last month
Approval processes fail on absence more than on disagreement. Delegation and reassignment are first-class and audited, so covering for someone never means sharing a password or forwarding an email.
- Out-of-office delegation routes new assignments to a chosen delegate automatically
- Reassign any individual review to someone else, recorded in the audit log
- Nudge re-issues fresh decision links to whoever is holding it up
- SLA escalation raises a stalled request to admins on the workspace clock
Coverage controls
- Delegate
- Auto-routes new assignments while OOO is set
- Reassign
- Per-review, to any member, audited with actor
- Nudge
- Fresh single-use links to members and guests
- Step SLA
- Reminders on the step's own clock
- Escalation
- Workspace-level, raised to admins
Any, all, or a real quorum
“Everyone must approve” is how a process ends up hostage to one person's inbox. Pick the rule that matches the actual stakes.
Any
1 of NThe first reviewer to decide settles it. Right for speed, where any qualified person can make the call.
All
N of NEveryone named has to approve. Right for spend and access, where each approver is accountable for a different angle.
Quorum
M of NTwo of five directors, three of four partners. Right for committees, where waiting for everyone is what breaks the process.
Rules combine with multi-step routing: a purchase can need any one manager at step one and all of finance and legal at step two. See how steps are built →
Meet approvers where they already are
An approver who has to remember a URL, find their password, and locate the request is an approver who does it on Friday. Take the decision to them instead.
From email
Single-use magic-link approve and reject buttons, carrying the AI summary and a suggested decision. No login.
In Slack
Interactive decisions in the channel, plus notifications through Teams, Discord, Google Chat, and Telegram.
Learn moreThe card queue
A fast sequential pass through everything waiting on you, sorted by urgency, one decision per card.
Bulk approve
Clear the routine backlog from the task queue in one action instead of forty clicks.
The client, the landlord, the board member with no login
Real approvals cross the company boundary constantly, and every tool that ignores this pushes those decisions back into email — where the record dies.
Guest decisions
They approve by email. You still get the audit trail.
An external approver is identified by email alone. They receive a branded message with single-use magic links, decide in one click, and never create an account or consume a seat.
- Workspace-scoped identity — a guest exists only inside your workspace
- Single-use links with expiry and revocation, stored hashed
- Decisions land in the audit log attributed as external:<email>
- Erasure scrubs guest identity in place while preserving the decision record
Guest approver — no seat consumed
- 1
Sent
Branded email to counsel@acme-legal.com
- 2
Opened
Single-use link, no account created
- 3
Decided
Approved with a comment, in one click
- 4
Recorded
Audit log: external:counsel@acme-legal.com
Approving isn’t the only thing a reviewer does
Most of a reviewer's real work is asking one question, pulling in one more person, or flagging that this depends on something else. That work belongs on the request.
Structured Q&A
Ask a resolvable question — “which cost centre?” — directed at the submitter, with open/resolved states. Optionally mark it as needing an answer before you decide.
Comments & mentions
A thread on every request with @mentions and attachments, so the discussion sits with the decision rather than in a DM.
Watchers
Follow anything you care about without being an approver on it. Commenting auto-watches.
Nudge
Re-issue fresh decision links to whoever is holding things up — including external guests — without composing a new email.
Request linking
Jira-style typed relations: blocks, blocked by, relates to, duplicates, parent of — with a completion rollup from sub-requests.
Learn moreRestart & reopen
Restart a workflow that ran on stale information, or close and reopen a request manually when reality changes.
Never trap a decision behind a technicality. Guide the approver, warn them, then let them decide.
Three verdicts, and one that keeps things moving
Approve
The workflow advances to the next step, or reaches its terminal status and notifies the submitter.
Request changes
Sends it back to the submitter with a comment instead of killing it. The most-used verdict in practice, and the one that saves resubmissions.
Reject
A recorded, explained no — with the reasoning attached, so the same request doesn't reappear next month with the same problem.
What teams ask about approvals
- Can someone outside my company approve a request?
- Yes. External approvers decide by email with no account, no password, and no seat. They get a branded email with single-use magic links, their identity is scoped to your workspace, and their decision is recorded in the audit log as external:<email>.
- What happens when an approver is on holiday?
- Set an out-of-office delegate and assignments route to them automatically, audited as a delegation rather than silently reassigned. You can also reassign an individual review to someone else at any time.
- Do approvers have to log in to decide?
- No. Reviewer emails carry single-use magic-link approve and reject buttons, along with the AI summary of the request and a suggested decision. Approvers can also decide in-app, from the card queue, or directly in Slack.
- Can I approve a batch of requests at once?
- Yes. Bulk approve from the task queue handles the routine backlog, and the card queue gives you a fast sequential pass through everything waiting on you, sorted by urgency.
- How do I stop a request being approved without key information?
- Two ways. Required fields prevent an incomplete request being submitted at all, and structured Q&A lets a reviewer mark a question as needing an answer before deciding. That's a soft confirm rather than a hard lock — Requester never traps a decision behind a technicality.
The rest of the product
Intake & forms
27 field types, conditional logic, and six ways a request can arrive.
Workflow automation
A visual canvas for routing, branching, delays, SLAs, and webhooks.
AI
Draft requests, generate workflows, summarize, and route — natively.
Tracking & audit
Dashboards, analytics, a full audit log, and shareable status pages.
Integrations
Slack, Teams, Discord, Google Chat, webhooks, Zapier, and the API.
Stop being the reminder service for your own process.
Route it once, let the reminders and escalations do the chasing, and get the decision on the record automatically. Free to start, no card required.