The Approvals Queue
The Approvals queue is where work proposed by the AI assistant and by your automations waits for a human to sign off before it runs. Nothing here has happened yet — approving is what makes it happen, so you stay in control of anything that touches a client.
Opening the queue
Click Approvals in the sidebar. This item only appears when there is something to review, so if you can see it, there's work waiting. The screen is headed Action Approvals and is split into two sections.
AI Actions
The AI Actions section lists batches of actions proposed by the AI assistant — whether you asked it something directly or it responded to an incoming email. Each row shows the Matter, how many actions are in the batch (e.g. 3 AI actions), the Source (such as Email), and when it was Queued. You can approve or reject a whole batch inline with the ✓ and ✕ buttons.
Reviewing a batch in detail
Click a batch to inspect the individual actions before committing. The detail view lists each proposed action down one side — for example an Update field, a Create task, and a Send email — and shows the full detail of the selected one on the other.
This is where you check the assistant's work: the exact value it wants to write to a field, the wording of an email it drafted, the task it would create. You can:
- Approve or disapprove each action individually with its own ✓ / ✕.
- Approve the whole batch with ✓ Approve N actions.
- Reject all to discard the entire batch, or Cancel to leave it untouched for now.
Approving an action runs it immediately — the field is updated, the task appears, the email is sent — so review anything client-facing carefully before you approve.
Automation Approvals
The Automation Approvals section holds actions produced by your automations that were configured to require sign-off before running — for instance a reminder email an automation wants to send. Each row shows the Matter, the Automation that raised it (e.g. "50 - IPE Reminder"), the Action it wants to take (e.g. "Send email"), and when it was queued.
Approve or reject each one with its ✓ / ✕, or use the select-all checkbox to handle several at once — useful when a batch of routine reminders is waiting and you're happy to release them together.
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