Approval
Last updated
Last updated
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.
The Message field displays the information that you want to approve or deny before proceeding to the following steps in the workflow. Oftentimes, it's helpful to populate this field with a custom message of your choosing that includes variables from earlier steps in the workflow that need verifying.
In the example above, the Approval action checks for the cancellation reason from the canceled order that triggers the workflow.
In the Notification Emails field, you should enter any email addresses that should receive an email notification when a new pending approval is created.
If an email isn’t added, you will need to check the workflow’s Approvals tab often to view your 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 mesa@theshoppad.net to your contacts list.
The Approvals tab is where you can accept or reject the pending approvals.
In cases where "Approve" and "Reject" are not the appropriate labels for the two actions, they can be overwritten by changing the Approve Label and Reject Label fields. Click the More options button to add those fields for editing.
In the example below, the "Accept" button has been edited to "Send Email" for pending approvals.
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.
The task history and replay of approvals are influenced by your plan limits.
