Approval

The Approval tool allows you to pause automations for human intervention and get manual approval before data moves to the next step at any stage in your workflow.

This element of human oversight ensures your workflows process the correct information. For instance, verifying AI-generated prompts before updating product descriptions.

Configure Required Fields

Instructions

The Instructions field creates a message shown in the Approvals list to help reviewers understand what they're approving. Use variables to include key details like Customer Name, Order Name, or any other relevant information.

Data to Review

The Data to review field displays information to the approver when they review the approval task. You should include the details they need to make an informed decision.

Configure More Fields

Click the More fields button in your Approval step to configure settings for your Approval.

Email Notifications

In the Email Notifications field, enter any email addresses that should receive a notification when a new pending approval is created. Recipients can approve or deny the task directly from the email with a single click, without needing to log in to MESA.

If no email is added, you will need to check the workflow's Approvals tab to view and action pending approvals.

All recipients will receive an email. If you are not receiving emails, be sure to check the "Promotions" tab in your email client or add [e-mail] to your contacts list.

Continue Workflow When Approval is Denied

By default, a workflow stops when an approval is denied. Enable Continue the workflow when approval is denied to allow the workflow to proceed through the remaining steps regardless of the outcome.

Use this in combination with a Paths step to create actions for approved and denied outcomes.

Changing Labels for Approve and Deny

In cases where "Approve" and "Deny" are not the appropriate labels, they can be overwritten using the Approve button label and Reject button label fields. Click the More fields button to access those fields.

Auto-advance

The Auto-advance rule automatically approves or denies a pending approval after a specified amount of time.

This is useful when you want a default outcome if no reviewer responds within a set window.

Approve and Deny Reasons

You can create a list of reasons for the reviewer to select from upon approving or denying an approval task.

If left blank or unchecked, reviewers will be able to approve or deny without selecting a reason.

Approvals Tab

The Approvals tab in your workflow is where you can view, approve, or deny pending approvals at any time.

Going Further

Editing a Payload Before Approving

From the approval notification email, reviewers can open the Edit page — accessible outside of the MESA app — to adjust the payload before approving or denying the task. This is useful when the data needs a correction before the workflow continues.

Other uses for an Approval step in your workflow

• Creating a draft environment for your workflow while building.

• Escalating orders to a specific person before issuing a discount or free product.

• Any stage in a workflow where human intervention is deemed necessary.

Technical Notes

The task history and replay of approvals are influenced by your plan limits.