Approvals
The approvals queue in Pilotie: where emails and other risky steps wait until a person says OK, for the helper and for any AI you connect.
Emails to your customers and other risky actions wait in Approvals until you say OK.
- You see exactly what will happen.
- You can edit it, then approve.
- Only a person decides an approval.
- Every step lands in the audit trail.
Examples#
An email with an invoice, a message to a client about a moved booking, a publish of a website, a purchase order. Each waits for you.
For an outside AI#
The approval tool has a queue: what is new, one approval whole, history, mark as read and withdraw. Asking and deciding are separate steps, and only a person decides. See the reference.